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.
Weekly preview: Market focuses on USA's CPI in July! Chinese concept stock financial reports will be released intensively, Tencent and Alibaba taking turns to take the stage.
On August 15th, the National Bureau of Statistics will release macro data such as industrial added value and total retail sales of consumer goods for July. In addition, financial data such as new loans, M2, and total social financing scale will also be released.
Several "face value delisting" risk stocks rose by the daily limit due to buyback, cooperation, restructuring, and reorganization.
Last night, the stocks with the risk of "face value delisting", such as Nanjing Putian Telecommunications B, Orient Group Incorporation, and Dongguan Kingsun Optoelectronic, which announced buybacks, collaborations, reorganizations, and restructuring, rose to their limit today. Among them, Dongguan Kingsun Optoelectronic announced a buyback plan and signed a strategic cooperation agreement with CW Smart City. The strategic cooperation agreement between Dongguan Kingsun Optoelectronic and CW Smart City is a framework agreement that does not involve specific amounts. The company stated that it cannot yet predict how much business it will bring.
【Data Analysis】Northward funds significantly increased holdings of ZTE, multiple technology stocks with daily limit drop were sold by institutions.
Northbound funds bought over 14 billion all day, of which ZTE received a net purchase of 0.739 billion, and Luxshare Precision Industry suffered continuous net sales. Today, technology stocks led the rebound of the large cap, but several stocks that hit the limit were sold by institutions, including Suzhou Dongshan Precision Manufacturing and Enopte.
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.
Demand for computing power is exploding under the AI wave, and these chips are expected to usher in a golden period of development
① China Mobile officially unveiled the Dayunbanshi DPU at its 2024 Computing Power Network Conference. The chip has a bandwidth of 400 Gbps, doubling the maximum transmission rate of domestic DPU chips. ② Minsheng Securities pointed out that under major trends in the development of AI technology such as ChatGPT, demand for computing power is prominent, and DPU is expected to usher in a golden period of development.