The 15th China International Aerospace Expo opened today in Zhuhai.
The three major indexes of the U.S. stock market innovate high
Last night, the three major U.S. stocks were collectively opened,The market has a record high.As of the close, the Dow Jones Index rose 0.69%to 44293.13 points; the S & P 500 index rose 0.1%to 6001.35 points; the Nasdaq index rose 0.06%to 19298.76 points.
Recently, the United States was elected President Trump to actively form his government.On November 10, local time, Trump announced on the social platform Truth Social that the former acting director of the US immigration and customs law enforcement bureau Tom Homman will be the "border Tsar" in the new government and be responsible for border affairs.Earlier, Trump announced the appointment of the first cabinet staff that Sussi Wales would be the chief of staff of the White House.It is also reported that Trump has invited Republican councilors Elis Stanik as the United Nations Ambassador to the United Nations.
The cryptocurrencies considered a part of the "Trump Trading" have soared again. The price in the disk rose to $ 89,800/piece, which was the first time in history to break through 89,000 US dollars.The highest price of Ethereum is $ 3371.76/piece, and the maximum of dog coins rose to US $ 0.34799.
On the message, "Bitcoin holding a big household" MicroslateGy issued an announcement saying that it cost about 2.03 billion US dollars (about 14.6 billion yuan) to buy about 27,200 Bitcoin, creating a creationThe largest purchase since December 2020.
The concept of cryptocurrency concept stocks broke out across the board, Jianan technology soared 39.8%, Bit Digital rose 26.34%, coinbase rose 19.76%, RIOTPlatforms rose 16.86%.
New energy vehicle companies have risen collectively.Tesla closed up 8.96%, with Teslas theme ETF fund TSLL rose 18.05%.Wade Bush raised Teslas target price from $ 300 to $ 400.Xiaopeng Automobile rose 5.73%, and the ideal car rose 2.88%.According to the data of the Passenger Federation, the retail sales of the domestic narrow passenger car market in October reached 2.261 million units, an increase of 11.3%year -on -year, and 7.2%month -on -month.The market shows a positive response to the national "scrap update" and "replacement of the old new" policy.
The international precious metal price dives, Londons gold and COMEX gold fell, and the declines have fallen by more than 2%.
The 15th China Air Show opened today
On November 12, the 15th China International Aerospace Expo will open in Zhuhai, Guangdong.According to CCTV news reports, 1022 companies from 47 countries and regions will participate in the exhibition, of which overseas exhibitors will increase by 104%over the previous air show.As of now, a number of aerospace equipment has disclosed for the first time at this air show.According to AVIC Securities, including the following:
1. Military aviation: medium-sized stealth multi-purpose fighter J-35A, navy heavy carrier-based fighter J-15TUAV.
2. Aerospace Defense: Red-19-air missile weapon system.
3. Space detection: Change 6 probe.
4. Aerospace Launch: Long March 8th carrier rocket, Long March 12 series carrier rocket.
5. Commercial aerospace: Haolong freight aerospace aircraft, YF-209 liquid oxygne engine.
6. Low -altitude economy: Xiaopeng Huitian "land aircraft carrier" flying car and a number of EVTOL aircraft under zero gravity.
Zhejiang Business Securities believes that there will be a large number of new equipment debut at this air show, and there are quite a lot of views.The official appearance of J-35 means that my countrys Air Force will have two stealth fighters at the same time, becoming the second country in the world with two stealth fighters at the same time.
The agency also stated that the national defense military industry has certain planning attributes. The current sector index has been adjusted to the early levelimprove.In the fourth quarter, the national defense army was expected to turn upwards and the value was reshaped.
AVIC Securities also stated that the disclosure of the new models of military aviation and aerospace defense on this air show will further strengthen the markets expectations of the marginal improvement of the marginal improving orders for the downstream demand orders of military industry; at the same time, at the same time, at the same time,The air show will display new products including commercial rockets and EVTOL, as well as new equipment such as systematic, informatization, intelligence, and inhumration.Focus in the field of quality segmentation.
These aerospace stocks
The institution has high attention
According to the Securities Times · Data Bao statistics, in the A -share Shenwan Aerospace equipment industry, the institutions have high attention (3 and above institutions participating in rating) and the stocks have achieved profit in the first three quarters.25.
Among them, Guangwei Fuwu, AVIC Shen FeParticipate in company rating.
Guangwei Fuwu Material is a domestic carbon fiber leader, and its main products are widely used in the aerospace field.Guolian Securities believes that the blue ocean space in the aviation field has gradually contributed to the increase in performance; domestic large aircraft entering the rapid volume stage, and carbon fiber domestic replacement general trends.
AVIC Shen Feis core product is aviation defense equipment.It is reported that the J-35A, which was unveiled for the first time at this air show, was jointly developed and produced by Shenyang Aircraft Design Research Institute, a subsidiary of the Aviation Industry Group, and Shenyang Aircraft Industry (Group) Co., Ltd.Shenyang Aircraft Industry (Group) Co., Ltd. is a subsidiary of AVIC Shen Fei.
According to the unanimous prediction of 3 and above institutions, Weihai Guangtai and Hongdu Airlines are expected to double the net profit in 2024, with a year -on -year increase of 147.4%and 134.86%, respectively.The increase in net profit of shares, Huaqin Technology, and Hangya Technology is expected to exceed 40%, with 63.94%, 49.71%, and 41.88%in turn.
Weihai Guangtai previously stated that the companys airport equipment and emergency rescue equipment can provide services and guarantees for C919 aircraft; Hongdu Aviations main business is aviation products manufacturing (trainer and defense products), The companys product double -shot supersonic high -level coaching machine -L15 senior coaching aircraft previously appeared at the Dubai Air Show.
Statement: All information content of the data treasure does not constitute investment proposals, the stock market has risks, and investment needs to be cautious.
Responsible editor: He Yu
School pair: Yang Shuxin
