**: China ** newspaper.
This morning, A-shares fell intraday, with the Shenzhen Component Index and the ChiNext Index both falling more than 1%. As the morning approached, the three major indices rose rapidly and collectively turned red. As of the morning, the Shanghai Composite Index was 012%, SZSE Component Index **034%, GEM refers to **065%。
On the disk, the low-altitude economy and flying car sectors continued to rise sharply, and the power industry chain strengthened across the board. Technology stocks**, AI PC, SORA concept, lithography machine and other sectors**.
Hong Kong stocks broke out in the morning, as of the morning**, the Hang Seng Index**233%, Hang Seng China Enterprises Index**275%, Hang Seng TECH Index**379%。
Low-altitude economy, flying car sector.
Eruption again. This morning, the low-altitude economy and flying car sectors continued yesterday's trend, and Jindun shares and Wang Zixin Materials rose sharply.
American flying car startup Alef Aeronautics has reportedly said that bookings for its electric vertical take-off and landing (EVTOL) aircraft recently hit a new record, with orders reaching 2,850. Elon Musk's SpaceX is a big investor behind Alef Aeronautics.
It is reported that the two-seater flying car Model A developed by ALEF Aeronautics was officially licensed to fly in the United States in July last year. The flying car is priced at $300,000, which means that Alef Aeronautics' total order value to date will exceed $8$500 million.
With the rise of the concept of urban air mobility, the concept of modern flying cars has expanded from the traditional concept of land and air amphibious vehicles to electric vertical take-off and landing aircraft, which are increasingly favored by global car companies, airlines, and technology companies. In recent years, China's electric aircraft and flying cars have made great progress, including Geely, Xiaopeng and other car companies have launched more mature works.
Huatai ** said that in the context of top-level policy support, emerging demand drive and the gradual implementation of airworthiness certification of domestic head EVTOL OEMs, there may be a large expectation gap in the low-altitude economic market. In the short term, the OEMs have successively obtained airworthiness certifications, and multi-rotor EVTOLs are expected to take the lead in the tourism market. In the medium term, the certification of various OEMs has basically landed, and the composite airfoil evtol may further open up the medical rescue market. In the long run, 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 lot of potential to tap the potential.
According to a number of consulting agencies, the global market size of flying cars will reach $300 billion in 2030, exceed $1 trillion in 2040, and 980,000 flying cars speeding through.
A-shares are full of "electricity".
This morning, the A-share power industry chain continued to be active, with smart grids, UHV, power Internet of Things, wind power, green power and other sectors leading the gains.
In the smart grid sector, Daye Intelligent, Xinte Electric, Moen Electric and other stocks have daily limits.
Recently, the National Development and Reform Commission and the National Energy Administration jointly issued the "Guiding Opinions on the High-quality Development of Distribution Networks under the New Situation", aiming to promote the transformation of distribution networks to active and put forward clear phased construction goals. By 2025, the power supply and distribution capacity of the distribution network will be more abundant, and it will have the capacity to accept 500 million kilowatts of distributed new energy and 12 million charging piles. By 2030, the distribution network will basically realize flexibility, intelligence and digital transformation to support the integrated development of distributed smart grids and large power grids.
CITIC ** said that to build a new power system, the power grid is required to coordinate the construction of the two dimensions of "large base + export channel" and distributed smart distribution network, and the construction of power grid facilities and digital and intelligent upgrading are moderately advanced, and the investment in the power grid is expected to continue to maintain steady growth. According to the guidelines for the high-quality development of the distribution network, it is recommended to focus on the links that are favorable to the expansion of the distribution network, the upgrading of digital intelligence and the improvement of energy efficiency: the leading comprehensive power grid, the transformer industry chain, the electricity meter industry, the digital and intelligent construction, and the charging pile industry chain.
In the wind power sector, the Haifeng sub-sector has a strong trend. Analysts said that since 2009, when the country promoted the planning and development of offshore wind power, Shanghai, Jiangsu, Guangdong, Fujian, Shandong and other places began planning and construction earlier, and so far coastal provinces have launched their own sea wind plans. Judging from the planned capacity of sea breeze in each province (close to 200GW in total) and the pace of promotion, the next 5 to 10 years will be the peak period for a new round of domestic sea breeze construction.
In addition, the investment logic of power equipment going overseas has also attracted market attention during this time. Minsheng ** said that the current power equipment going overseas is mainly primary equipment (transformers, switches, etc.) and electric energy meters. This round of power equipment led by transformers is expected to replicate the previous inverter overseas logic and open the growth ceiling.