Three news 202400804 for the weekend

Over the weekend, there are 3 market news, which continue to ferment and deserve to be taken seriously, let's talk about them separately:

1. The first batch of networking satellites of the G60 constellation (also known as the "Thousand Sails Constellation") will be launched on August 5, which will become a major event in the field of commercial aerospace in the mainland! The G60 constellation plans to launch 108 satellites this year, with the first batch of nearly 1,300 satellites to be completed by 2027. Since 2015, the mainland's commercial aerospace has entered a stage of rapid development, and many companies are planning to build constellations, with multiple constellations with more than 7,000 satellites.

[Chuyun Big Data] Concept Stock Summary:

1. Aerospace Chenguang (600501): The company provides metal hoses and other ancillary products for China's aerospace products, which are widely used in aerospace and other fields.
2. Aerospace Development (000547): The company has laid out the commercial aerospace field, promoted the strategic layout of space infrastructure construction and application, built the Tianmu constellation, and developed global meteorological service technology and support capabilities.
3. Aerospace Science and Technology (000901): The company's aerospace application products include inertial navigation acceleration sensors, some of which can be used for commercial aerospace.
4. Aerospace Electronics (600879): The connectors produced by the subsidiary Zhengzhou Aerospace include high-speed communication connector products, which are currently mainly used in the field of aerospace.
5. Tianyin Electromechanical (300342): The company's Tianyin Interstellar is a domestic commercial operation of the stellar sensor manufacturer, occupying a dominant position in the domestic commercial satellite market.
6. Shanghai Hanxun (300762): The company is a research unit of the low-orbit constellation communication subsystem, and participates in the core links such as satellite communication payloads, ground stations, and ground terminals.
7. Chaojie Co., Ltd. (301005): The company has set up a special commercial aerospace business team and has completed the construction of production lines.
8. Western Testing (301306): a leading third-party testing company for civil aircraft in China, the company provides testing services for relevant customers involved in satellite products.

2. The concept of low-altitude economy - Shenzhen low-altitude economy high-quality development conference was held today, at which the Shenzhen Municipal Transportation Bureau said that by 2025, the proportion of the city's flyable airspace below 120 meters will exceed 75%, and the total number of low-altitude commercial routes will exceed 1,000.

[Chuyun Big Data] Concept Stock Summary:

1. Hongdu Aviation (600316): As an important enterprise in the low-altitude economic industry chain, Hongdu Aviation is involved in aircraft manufacturing.
2. Zhongzhi Co., Ltd. (600038): Zhongzhi Co., Ltd. accounts for 98.45% of its business in the low-altitude economic industry chain, involving aircraft manufacturing.
3. CITIC Haizhi (000099): As one of the largest professional helicopter operators in Asia, CITIC Haizhi belongs to the midstream equipment support and downstream operation link of the low-altitude economic industry chain.
4. Aerospace Rainbow (002389): As a UAV manufacturer, Aerospace Rainbow is an important enterprise in the low-altitude economic industry chain.
5. Zongheng Co., Ltd. (688070): Zongheng Co., Ltd. is the first listed industrial drone company in China, actively deploying low-altitude economic development opportunities and providing full-spectrum industrial drone products and related services.
6. Jindun Co., Ltd. (300411): Jindun Co., Ltd. and Tsinghua University jointly developed the technology of flying car ducted fan and propulsion system, which is in the research and development stage.
7. Guanglian Aviation (300900): UAV products include a certain type of UAV structure, which has achieved mass production and sales.
8. Yongyue Technology: UAV business segment, but this business has not yet had a significant impact on the operating income of listed companies 677.
9. Shanggong Shenbei (600843): It is active in the low-altitude economic concept sector.
10. Shengxun shares (003004): active in the low-altitude economic concept sector.

3. After the launch of the unmanned driving concept - Radish Express, public transportation has risen all the way, driving unmanned online car-hailing to attack, and the rear wheel leaders have been promoted. Mercedes-Benz became the first international car company to be approved to carry out autonomous driving tests in both L4 cities and high-speed roads in Beijing. Shanghai driverless taxis will open beta earlier this month.

1. Thundersoft (300496): Thundersoft is a leading stock in unmanned driving, and the company has a significant business layout and technology accumulation in the field of intelligent driving.
2. Zhejiang Shibao (002703): Zhejiang Shibao is also one of the leading stocks of unmanned driving, and the company has in-depth research and development and application in intelligent driving systems.
3. BYD (002594): BYD has a significant business layout in the field of unmanned driving, and the company has continued to invest in R&D in intelligent driving technology.
4. Desay SV (002920): Desay SV is one of the leading stocks of unmanned driving, and the company has significant technical advantages in intelligent driving assistance systems.
5. BAIC Blue Valley (600733): BAIC Blue Valley has a significant business layout in the field of unmanned driving, and the company has continued to invest in R&D in intelligent driving technology.
6. Fullhan Micro (300613): Fullhan Micro has significant technology accumulation and market application in the field of autonomous driving-related chips.
7. Ronglian Technology (002642): Ronglian Technology has a significant business layout in the field of unmanned driving, and the company has in-depth R&D and application in intelligent driving systems.
8. Science and Technology Innovation (300520): Science and Technology Innovation has a significant business layout in the field of unmanned driving, and the company has in-depth R&D and application in intelligent driving systems.
9. Aolian Electronics (300585): Aolian Electronics has a significant business layout in the field of unmanned driving, and the company has in-depth R&D and application in intelligent driving systems.
10. NavInfo (002405): NavInfo has significant technical advantages and market applications in the field of high-precision maps and intelligent driving.