Starting in 2024, the term "low-altitude economy" is very hot.
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In December 2023, the ** Economic Work Conference officially positioned the low-altitude economy as a strategic emerging industryand encourage the promotion of low-altitude economic development.
Subsequently, a series of regulations have been promulgated, Beijing, Guangdong, Anhui, Jiangsu, Shandong, Chongqing, Sichuan and other places have written the low-altitude economy into the first work report, and introduced low-altitude economic support measures.
So far, the low-altitude economic industry has become a new outlet. The industry predicts that by 2025, the low-altitude economic industry is expected to become an emerging industry with a scale of 3 5 trillion yuan.
Could this be the next wave of outlets in 2024, the next mainstream track?
Let's first understand what is a low-altitude economy?
If you want to figure out the trillion-level new outlet of the low-altitude economy, we must first understand what "low-altitude" is.
"Low-altitude", also known as low-altitude airspace, usually refers to the airspace within 1,000 meters from the vertical distance of the ground plane directly below, and can be extended to 3,000 meters according to the characteristics of different regions and actual needs.
"Low-altitude economy" refers to an economic form that relies on low-altitude airspace, takes the low-altitude flight activities of various manned and unmanned aircraft as the traction, and radiates and drives the integrated development of related fields.
For example, the recent formation flight of 12 EHang EH216 aircraft in Luogang Park in Hefei can be extended to low-altitude short-distance travel and urban sightseeing tourism in the future. Under the tuyere of low-altitude economy, we will see that various aircraft are gradually used in tourism, logistics and distribution, emergency rescue and other scenarios, and are highly integrated with a series of social activities.
The integration of low-altitude flight activities and industry is the actual connotation of low-altitude economy.
"Low-altitude economy" selects five leading stocks! So let's talk about who is the most profitable company?
1: Mori Kirin
Profitability:Return on equity 1566%, gross margin 2588% and a net profit margin of 1604%
Main Products:Tires are the most important income**, accounting for 99% of revenue86%, gross margin 2512%
Company Highlights: Mori KirinSuccessfully passed the review of the only flying car tire project in China - Xpeng flying car tire project.
2: Wolong electric drive
Profitability:Return on equity 1122%, gross margin 2356% and net profit margin 683%
Main Products:Industrial motors and drives are the most important revenues**, accounting for 5845%, gross margin 2841%
Company highlights: Wolong electric driveThe layout of electric aviation is to carry out cutting-edge research and development with customers, and the joint development project with a central enterprise is manned electric aviation.
3: Lianchuang Optoelectronics
Profitability:Return on equity 836%, gross margin 1405%, net profit margin 860%
Main Products:Intelligent control is the most important income**, accounting for 5899%, gross margin 1675%
Company Highlights: Lianchuang OptoelectronicsThe new laser equipment produced has a wide range of application scenarios due to its high efficiency and low cost.
4: Xiangshan shares
Profitability:Return on equity 744%, gross margin 2610%, net profit margin 486%
Main Products:Automotive intelligent cockpit components are the most important revenue**, accounting for 7266%, gross margin 2372%
Company highlights: Xiangshan sharesIt is the leading flying car company in China, and has close cooperation in the field of charging and distribution systems.
5: Jiuzhou, Sichuan
Profitability:Return on equity 520%, gross margin 2119% and net profit margin of 479%
Main Products:Smart terminal products are the most important revenue**, accounting for 60% of revenue32%, gross margin of 1639%
Company Highlights:The development of low-altitude economy requires air traffic control firstJiuzhou, SichuanAir traffic control products have been piloted and applied at low altitudes in Sichuan Province.
The following notes will share with you a listed company on the main board of the Shanghai Stock Exchange, which was affected by the downturn in the Shanghai Stock Exchange Index, and the stock price fell by more than 50%.
Only 3 pieces,The faucet belongs to the sunshine industry, and its profits continue to grow; The stock price does not reflect its continuous growth in performance, and it has a good opportunity for low-level layout.
1. The main business of the leading company has grown steadily and substantially, driving the net profit from 600 million yuan to more than 3.2 billion yuan!
The main business continued to grow steadily and substantially, from 9.2 billion to 22.2 billionThe company's profit increased from 600 million yuan to more than 3.2 billion yuan, and the growth rate was. 5% and 66%, the compound growth rate of net profit is very high, and the company has entered a period of rapid growth.
Second, the profit growth is high, but the stock price is only more than 3 yuan!
The trend of the stock chart has increased from more than 8 yuan to more than 2 yuan, and the decline is very large, and the main force is at 2The 6 yuan to 3 yuan area repeatedly ** sideways,** The main funds are very obvious, with a turnover rate of over 130% and a price-to-book ratio of only 118 times, with a P/E ratio of only 63 times, the stock price fell sharply due to the downturn of the Shanghai Composite Index, which did not reflect the high growth of the company's performance, which is worth focusing on.
Specifically, I won't talk about it here, so as not to disrupt the market, intentional fans, further.
This article is purely a personal explanation, do not operate indiscriminately, the market is risky, you need to be cautious.