The State Tobacco Monopoly Administration has released new regulations on electronic cigarettes, and there is expected to be further improvement in market share for leading companies.
①The State Tobacco Monopoly Administration issued a notice on the amendment and issuance of the Regulations on the Management of Electronic Cigarette Trade. The notice mentions that the competent administrative department of the State Tobacco Monopoly Administration is to establish a national unified platform for the management of electronic cigarette trade. ②Lü Mingzhang of Caitong Securities pointed out that in the long run, non-compliant products will gradually be eliminated, and market share is expected to further concentrate, which is bullish for leading companies in production, brand and other aspects.
The Low Altitude Economy Expo is coming, and the industry is entering a golden development period.
① The first Low-Altitude Economy Expo (shanghai) will be held at the National Exhibition and Convention Center (shanghai) from July 23 to 26, 2025. The expo is themed 'Starting the Low-Altitude Economy, Empowering Thousands of Industries' with a planned overall scale of 0.1 million square meters. ② Sinolink Securities believes that the new generation of communication/navigation/surveillance and other peripheral equipment, as well as information processing systems, are core components of the air traffic control system and are expected to benefit significantly.
The aviation industry is growing with an increase in business volume. Shenzhen Airport is expected to turn losses into profits in the first half of the year. | Speed reading announcement
Benefiting from the accelerated recovery of the aviation industry and the increase in business volume, Shenzhen Airport is expected to turn losses into profits in the first half of the year. Analysts in the industry believe that after the opening of the Shenzhen-Zhongshan Channel, there may be more air passenger and cargo traffic choosing the more convenient Shenzhen Airport nearby.
Concept Update | Caixin Theme Library Adds 'Vehicle Road Cloud'
Autos-to-Cloud technology refers to the direct communication between cars, cars and roads, and other traffic elements. The recent intensive release of policies indicates that new energy vehicles are evolving from individual breakthroughs to multi-industry collaboration, and the integrated ecosystem of 'car-road-cloud' is accelerating. Concept stocks in the field of Autos-to-Cloud.
Be alert! Nearly 50 listed companies “wear hats” this month. ST Credit has taken 9 downturns. Here is a list of the reasons behind ST or*ST being implemented
① Since May, 46 A-share listed companies have been “wearing hats” (attached table); ② 27 listed companies, including Guorui Technology and Zhongtai Chemical, have not implemented any risk warnings to 19 listed companies, including ST, Asia Star Bus, and Longyu Co., Ltd., have further deteriorated from risk-free warnings to *ST; ③ After the risk warning was implemented, ST Texin's stock price has fallen to a standstill for 9 consecutive trading days.
In order to meet regulatory requirements, Shenzhen Energy Finance plans to withdraw from Huatai Insurance's shareholder list, and several finance companies are intensively “selling off” financial shares
① Huatai Insurance announced that Shenzhen Energy Finance plans to transfer all of its shares, and Shenzhen Energy will take over the shares; ② Shenzhen Energy stated that the share transfer was to meet the regulatory requirement that “finance companies are not allowed to invest in financial institutions and enterprises”; ③ several other finance companies are listing to transfer their shares in financial companies. The phenomenon of regulation forcing finance companies to withdraw from financial enterprises is prominent.