The Shanghai Composite Index shrank today**, and the ChiNext Index rose more than 1% in the afternoon, and then staged a trend of rising and falling. Wind power, photovoltaic and other new energy direction collective**, three super new materials, power transmission 20cm limit, Haiyuan Composites, Jiangsu Huachen, Ancai Hi-Tech, Tianshun Wind Energy and other multi-share sealing boards, Haili Wind Power, Taisheng Wind Energy, etc. rose more than 10%. The concept of flying cars broke out, and Jindun shares, Zongheng shares, Sichuan Jiuzhou, Wang Zizi New Materials, and Lingnan Holdings rose to the limit. The concept of humanoid robots rose in the afternoon, and Zhucheng Technology, Tianqi Shares, Kelier, Ruineng Technology, etc. **In terms of AI mobile phone concept stocks, Siquan New Materials fell by more than 10%, and Xidi fell slightly by more than 7%. The yellow line of the index is on the top and the white line is below, the ** rises more and falls less, nearly 3,300 shares in the two cities are red, and today's turnover is 931.8 billion yuan.
1.Photovoltaics
The photovoltaic sector rose sharply today, and Ancai Hi-Tech, Tianyu Ecology, and Sanchao New Materials have successively increased their limits.
According to PVINFOLINK data, the production schedule in March rose to around 50-53GW as manufacturers stocked up in advance in anticipation of a rebound in demand from March to April. At the same time, the module ** has also rebounded, according to solarzoom data, the module ** has been raised (or brewed) by 002 yuan w of domestic module manufacturers further increased.
China Merchants pointed out that from the perspective of the micro operation of the industrial chain, the industry inventory was effectively depleted in the fourth quarter, the PERC dumping ended, and the growth rate of terminal production such as modules in March exceeded 35%, and the demand began to recover as scheduled, and the external conditions for price increases have been basically met.
Shanghai ** believes that the improvement in production scheduling mainly comes from the increase in downstream demand, and the current industrial chain remains stable as a whole, and is optimistic about the follow-up recovery and profit improvement brought by the increase in demand.
evtol aircraft
The concept of evtol aircraft broke out today, and many shares such as Sichuan Jiuzhou, Jindun Shares, and Wang Zixin Materials rose to the limit.
Recently, the industry news catalyst is also very intensive:
On March 5, the ** work report stated that it will actively build new growth engines such as biomanufacturing, commercial aerospace, and low-altitude economy.
On March 4, Musk-backed American flying car startup Alef Aeronautics said that bookings for its electric vertical take-off and landing (EVTOL) aircraft recently set a new record, with orders reaching 2,850.
On February 28, the 5-seat EVTOL aircraft Shengshilong independently developed by Fengfei Technology flew from the home port of Shenzhen Shekou Cruise to the terminal of Jiuzhou Port in Zhuhai, which is the first public demonstration flight of the world's cross-sea and cross-city EVTOL routes, and is an important exploration of the commercial operation of low-altitude travel.
Previously, He Xiaopeng, a representative of the National People's Congress and chairman of Xiaopeng Motors, also said in an interview with the Guangdong delegation: "From the perspective of top-level design, the low-altitude economy is a huge industry, and further planning and development are needed in the future. Low-altitude economy-related products, including new energy products and intelligent combination products, will have great development in the next 10 years. ”
The League of Nations** pointed out that the Paris Olympics and the Osaka World Expo have planned to carry out EVTOL commercial operation attempts during the event, among which the Paris Olympics, Volocopter announced 5 routes, namely 3 connecting routes and 2 sightseeing routes. In China, EHang EH216-S has obtained the world's first unmanned manned electric vertical take-off and landing aircraft airworthiness certificate. Shenzhen, Hefei, Guangzhou and other places have also formulated corresponding action plans and support policies for low-altitude economic industries, and enterprises and ** will work together to implement EVTOL operation pilots in some specific scenarios.
Porsche Strategy Consulting has calculated that China's evtol market will reach 50 billion yuan by 2030 under a neutral scenario, taking into account the purchasing power of target customers, daily travel behavior, local infrastructure level, and penetration rate of traditional travel modes.
Huatai ** believes that in the short term: the main engine factories have successively obtained airworthiness certification, and multi-rotor EVTOL is expected to take the lead in the tourism market; Medium-term: The certification of various OEMs has basically landed, and the composite airfoil evtol may further open up the medical rescue market; Long-term: Composite airfoil and tilt airfoil evtol go hand in hand, and if the city's special car business is commercialized, the city's daily traffic can be opened to the public, and the market has a large potential to tap the potential.
3.Smart manufacturing
The intelligent manufacturing sector also rose sharply again, Ruineng Technology, Tianyuan Intelligence, etc., the robot rose sharply in the afternoon, East China Heavy Machinery, Tianqi shares, etc., and the end of the Kelai Electromechanical limit.
Catalysis comes from two sources:
According to CCTV News on March 5, the general secretary emphasized when participating in the deliberations of the Jiangsu delegation that new quality productive forces should be developed according to local conditions.
Since the beginning of this year, the high-level meeting has carried out multi-level learning planning on the development of "new quality productivity", and the 2 29 Political Bureau of the Communist Party of China has focused on new energy technology and China's energy security for the second time in the year. The local 2024 ** work report also mentions "new quality productivity", emphasizing the development of industrial clusters.
In addition, on March 6, UBTECH, the "first robot stock" listed on the Hong Kong stock market, rose nearly 90% intraday.
In addition, Nvidia previously disclosed that it will hold the 2024 GTC conference on March 19, in addition to the field of generative AI, there will be 25 robots on display, including humanoids and robotic arms.
Yinhe** pointed out that new quality productivity is the focus of future policies. The 2024 ** work report deploys the ten major tasks of the year, and puts "vigorously promoting the construction of a modern industrial system and accelerating the development of new quality productivity" in the first place. There are three key layouts: one is to promote the optimization and upgrading of the industrial chain; the second is to actively cultivate emerging industries and future industries; The third is to further promote the innovative development of the digital economy.
China Merchants believes that, on the one hand, we should take demand as the traction, lead the innovation of integrated technology, and overcome the practical problems of key technologies of intelligent manufacturing in complex process applications.
On the other hand, improve the supply-side market ecology, break the foreign monopoly in the field of industrial control systems, industrial robots, MES and other key equipment and industrial software for intelligent manufacturing, and achieve a major breakthrough in market share. Recently, Beijing, Shandong, Tianjin and other places have successively planned or implemented a number of enterprise smart factory projects, indicating that China's intelligent manufacturing industry has entered a substantial stage of development.
Southwest ** said that the humanoid robot industry is in the late stage of the 0-1 stage and will form a huge industrial trend. Tesla, Xpeng, Huawei, etc. have deployed humanoid robots to lead industrial transformation; With the blessing of AI, it is expected to solve the problem of the versatility of humanoid robots; National policies encourage and support the development of the humanoid robot industry, which is expected to accelerate the technological progress of the neck link.
In addition to the above hot spots, nuclear fusion, VR, servers and other sectors have performed well. In terms of decline, the decline is mainly dominated by AI mobile phones and media, which rose sharply in the early stage. It is worth noting that today's index has shrunk, and today's theme rotates rapidly.