The Shanghai Composite Index has surpassed 3400 points! Can the strength in the financial sector continue? The Military Industry and foreign trade Concept have reached a critical juncture.
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Nanhuhangtian: Product delivery has significant seasonality, and some new models may generate revenue within the year | Direct hit on the Earnings Conference.
1. Since May, the stock price of Aerospace South Lake has continued to rise and recently reached a historical high. From early May to now (up to the close on May 14), the stock price of Aerospace South Lake has soared by 70.08%; 2. The company recently stated that it has approximately 1.4 billion yuan in Orders on hand, providing strong support for this year's Operation development. Some new models of the company may generate revenue within the year, but there is still some uncertainty.
Defense stocks are experiencing another surge, taking the lead in the rally. Under the bullish news catalyst, maintaining momentum remains crucial.
Yesterday, the market welcomed a broad rebound, with all three main indexes closing in the green and trading volume expanding. Overall, the market is still in a structure of fluctuating upward movement.
[Data Review] Short positions in IM futures have significantly increased, with well-known speculative capital investing nearly 0.7 billion in AVIC Changfei.
① The number of short positions increased in the four major futures contracts is greater than that of long positions, with the IM futures short positions increasing by nearly 5,000 lots, significantly higher than the long positions. ② In the Military Industry Sector, the popular stock AVIC Chengfei received over 1.1 billion in total purchases from four frontline speculative funds, among which Guotai Junan Shanghai Jiangsu Road branch bought nearly 0.7 billion of this stock.
After a continuous decrease in volume and consolidation, there may be expectations for a short-term emotional recovery, with the Military Industry and Siasun Robot&Automation sectors gaining renewed attention.
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The World Drone Conference will be held, and the Drone industry is expected to experience rapid growth.
① It is reported that the 9th World Drone Conference, themed 'Entering a New Era of Low-altitude Economy', will be grandly held in Shenzhen in late May 2025. ② Zhongtai analysis points out that the application of drones in the industrial field significantly reduces costs and increases efficiency, with an annual growth rate exceeding 50%.