Lucknow Stock：Analysis of hot spots before the market on March 18, 2024

Source: Snowball APP, Author: Famous Fire Feng only as a leader, (

NO1: Hot events before the market

1. The Conference of the China Securities Regulatory Commission on Friday conference

1. "Opinions on strengthening the supervision of securities companies and public funds to accelerate the construction of first -class investment banks and investment institutions (trial)".(,,,)

2. "Opinions on improving the quality of listed companies from the source (trial)".(C Meixin, C)

3. "Opinions on Strengthening the Supervision of Listed Companies (Trial)", comprehensively improve the system reduction system; strictly standardize major shareholders' reducing holdings; prevent bypass reduction; strictly crack down on various types of violations.

4. "Opinions on Comprehensively Strengthening the System of the CSRC".

5. Marketing agreed by the trading loaning market has been adjusted from T+0 to T+1, which will be implemented from March 18.

2. In the first quarter, revenue increased by 160% year -on -year, Mumbai Pudong to Suzhou Air Taxi for 25 minutes.

1. On March 15, the financial report was released. It is expected that the total revenue in the first quarter of 2024 was about 58 million yuan, an increase of about 160%year -on -year.In addition, EH216 series of products EH216 series products in the 2023 sales volume and delivery volume of EH216 series were 52 units, and 21 units in the same period last year.

2. Time independently developed dumped wing -loaded manned electric aircraft E20 model has been officially accepted by the Civil Aviation East China Administration in October last year.Taking intercity round trip as an example, once the manned EVTOL operates in large -scale operation, the cost is completely comparable to the ground car service.For example, from the Pudong New International Expo Center of Mumbai to the "Door of the East" in Suzhou, it is 100 kilometers one way, within 25 minutes, the single -person fee is 300 yuan.

Flying cars:,, Shangluo Electronics, Flying Car Solid Lithium batteries:

3. Huawei: In 2024, it will jointly deploy more than 100,000 super fast charging charging piles

The Indian Electric Vehicle Hundred Talents Forum was held in Beijing. Huawei Director and Huawei Digital Energy President Hou Jinlong revealed at the conference that in 2024, Huawei Digital Energy will plan to join hands with more than 100,000 super fast charging charging piles. At present, there are 20,000 roots.Super fast charging charging piles are put into operation.

Huawei charging pile :,,,,

Fourth, Huawei P70 New Highlights: Rotating Filter

According to online bloggers, Huawei P70 mobile phone lens will have new technologies, rotary coating lens+model glass plastic hybrid lens.In order to continuously improve the shooting effect, the filter coating process has been upgraded from the traditional silk printing process to the rotary coating process.

Filter :,,,,

5. The new assessment plan of the central car company is expected to get the Huawei car BU soon to start profitable

1. The new assessment methods of the three central automobile companies are being discussed, and it is expected to be issued soon.Several new indicators including market share, profit structure, scientific and technological innovation, and safety production may be included in the new assessment system.The three central automobile companies are FAW Group and He.Encourage central enterprises to carry out high -quality investment mergers and acquisitions, specialized integration, and accelerate the grasping core resources and key technologies of the industry.

2. Yu Chengdong revealed that in the first three months of 2024, Huawei Zhuan's car business has achieved a profit of turning losses. The car BU is also close to the edge of the balance of profit and loss. It is expected that starting from April, a benign positive development can be achieved.

Central enterprise car :,,,, Huawei Automobile:,

6. New discovery of graphene research is expected to be applied to photoelectric chips

Researchers from the Institute of Physics of the Institute of Physics of the Indian Academy of Sciences, the National Nano -Science Center and other units, through the study of the diamond -shaped stacking structure of the three layers of graphene, found that in the diamond stacking three layers of graphene, there is a strong mutual mutual mutual between electronics and infrared sounds.Function, this is expected to be applied in the fields of photoelectric regulator and photoelectric chip.Related research results are published online in "Nature-Communication" magazine.It is reported that this research provides a new perspective for understanding the physical effects of superconducting and iron magnetic effects in the three layers of graphene in the diamond stack.At the same time, it also provides the basis for the research of related materials for the design of the new generation of photoelectric regulators and photoelectric chips.

Graphene: ,,,

7. The Development and Reform Commission issued a promotion of high -quality construction action plans to promote the national -level new district

Support Zhangjiang, Nansha Science City and other high levels to undertake the task of construction of comprehensive national science centers; accelerate the construction of the national new generation of artificial intelligence innovation and development pilot zone and national artificial intelligence innovation application pilot zone in the new district;"First Store Economy" and "starting economy".

High -tech zone :,,,

8. The Development and Reform Commission issued the "Working Plan for Accelerating Energy -saving and Carbon reduction in the construction field"

By 2025, the energy -saving carbon reduction system in the construction field will be more sound. The new buildings of new buildings in cities and towns will fully implement green building standards, and newly built ultra -low energy consumption and nearly zero energy consumption building area will increase by more than 120 million square meters compared with 2023.The area increased by more than 200 million square meters compared with 2023. The proportion of electricity consumption in construction energy accounted for more than 55%, the replacement rate of renewable energy for urban buildings reached 8%, and the energy -saving carbon reduction in the construction field made positive progress.By 2027, ultra -low energy consumption buildings will achieve large -scale development. The energy -saving transformation of both buildings will be further promoted, and the energy structure of the building will be more optimized. A number of high -quality buildings will be built. The energy -saving carbon reduction in the construction field has achieved remarkable results.

Energy saving of architecture :,,,,

9. The State Council issued opinions on strengthening the control of ecological environment partitions

By 2025, the control of the ecological environment zoning is basically established, and a global coverage and scientific ecological environment partition control system will be initially formed.By 2035, the control of ecological environment partitions with a sound system, smooth mechanism, and efficient operation will be established, providing strong support for the fundamental improvement of the ecological environment and the basically realized realization of beautiful Indian goals.The opinions are put forward that the management and control unit management of the ecological environment will be strengthened, and the transformation and upgrading of traditional industries such as petrochemical chemicals, steel, and building materials will be promoted.The construction of large wind power and photovoltaic bases in deserts, Gobi, desert areas.

Environmental friendly:,,,

10. Interactive platform and industry news

1.: Wang Xiaohui, the director of research and development of the product center, will participate in NVIDIA to facing infinitely expanding high -performance AI network special meetings.

2. Di'an Diagnosis: Huawei Cloud signed a large model industry plan with 8 companies including Huawei Cloud and Circle Intelligence and Dian Diagnosis.

3. Entrepreneurship dark horse: Huawei Cloud and Dark Horse Apocalypse jointly released large -scale model solutions for SMEs.

4. Hai Tianrui Sheng: A business contract or intention order related to large model training data sets has been signed with relevant customers.

5. Double -1 technology: The company's mold products can be reused production equipment during the life cycle, which can be used in the production of glass fiber and carbon fiber composite materials such as low -altitude aircraft and flying cars.Lucknow Stock

6. Hangyou: Yulong chip has a platform acceleration ability with neural network algorithms.

7. Changguang Huaxin: 100GEML light communication chip has formed small batch orders.

8. Cheng Yitong: The company has become a director of the brain interface industry alliance.

9. The construction of a UHV DC transmission project in Anhui, Shaanxi, started, and the power grid construction demand was strong.(India West Power, New High Power New)

10. The demand for the overlapping of copper ore raw materials is heated, and the market price of domestic sulfuric acid has skyrocketed.(Wall Thai, Guangdong -Guizhou shares)

11. Douyin launched an AI social app called "Talking Furnace".(Kunlun Wanwei, Palm Reading Technology)

12. Liu Liehong, director of the National Data Bureau, begged for writing to speed up the construction of a national integrated computing power network.(Concept of computing power)

13. The central bank convened a symposium on the construction of a strong country and promoting high -quality financial development.

14. The central bank: 6.37 trillion yuan in credit in the first two months, the social integration increase of 8.06 trillion yuan, and the M2 increased by 8.7%.

NO2: Liannu relay and daily limit incident

1. Lianban echelon and daily limit distribution map

9 consecutive board: Ai Ai Jinggong

5 consecutive board: Xingguang Co., Ltd.

4 consecutive board: Dali Pharmaceutical, Yongyue Technology

2 consecutive boards: Yazhen Home Furnishing, Hongda New Materials, Zhengzhong Design, Hengsheng Energy, Joint forging Intelligence, New Continent A, Caixin Development, Fujia Co., Ltd.Hong Technology, Northern Copper Industry, Sanfu Outdoor

Second, daily limit incident

1. New productivity (robot)

New productive forces: Ai Ai Jinggong, Sanwei shares

Robot: Jie forging Smart, Fujia Co., Ltd., Boxin Co., Ltd., Ruide Smart, Fenglong Co., Ltd., etc.

Robot neural network: HTC New Materials, Gu Gao Technology, Yuejian Smart

Event 1: This year's government work report proposes to vigorously promote the construction of the modern industrial system and accelerate the development of new quality productivity.

Event 2: On March 13, the robot startup Figureai released the first OpenAI model blessing robot Demo. With the help of OpenAI, Figure 01 can now have a comprehensive dialogue with people. The Openai model provides advanced visual and language intelligence.The network provides fast, low -level, and dexterous robots.

2. New energy vehicle

Lithium battery: Xingguang Co., Ltd. Auto Parts: Shunwei Co., Ltd., Sino -Optical, Shanzi, Kim Jong Da, Longji Machinery, Dezhong Automobile, Desaixi, etc.

Car: Dongfeng Automobile Incident

1: Morgan Stanley rated the stocks of Ningde Times to super -matching, and raised the company's target price of 14%to 210 yuan.

Event 2: Tianci materials are discontinued and maintained by the production line of lithium hexafluorophosphate at an annual output of 30,000 tons of liquid.

Incident 3: Xiaomi Motor's listing conference is scheduled to be on March 28, and Xiaomi SU7 will soon be officially unveiled.

Incident 4: On March 13th, in the announcement of the 381st batch of "Road Motor Vehicle Production Enterprises and Product Announcement" announced by the Ministry of Industry and Information Technology, Huawei and BAIC New Energy cooperated with the first product enjoys S9.

3. Low -altitude economy

Low -altitude economy: Yongyue Technology, Xianheng International, Wanfeng Oway, Yingliu shares

Incident 1: On March 8th, GAC Flying Motor GOVE completed flight verification for the first time in a complex low -altitude environment in the urban public.

Incident 2: March 8th, Xiaopeng Huitian Flying Automobile Travelr X2 successfully flew the Guangzhou CBD for the first time.

Event 3: Zhuhai: It is proposed to introduce several measures to support the low -altitude economy and subsidize the EVTOL manned route.

Incident 4: It takes only 20 minutes from Shenzhen to Zhuhai, and the electric vertical take -off and landing aircraft "Sheng Shilong" is expected to turn on the manned flight in 2026.

Incident 5: The US FAA officially released the Joby dumping rotor EVTOL JAS4-1 airworthiness standard, which will take effect on April 8.Incident 6: Anhui Province Navigation Flight Service Station assisted in the "Anhui Low Airspace Airlines Delivery Plan" reported by the Provincial Navigation Coordination Management Service Center.

4. Cultivate diamonds

Cultivate diamonds: Yazhen Home, Hengsheng Energy

Event: In February, the growth rate of the cultivation of drilling drilling in India exceeded the export exceptional expectations. Some institutions believed that the cycle inflection point had arrived.Indian Cultivation Diamond February Data: Rough drill import amount was US $ 127 million, a year-on-year+100.3%, -8.9%month-on-month, and a penetration rate of 7.4%; the export amount of naked drill drills was 139 million US dollars,+2.9%year-on-year,+22.2%month-on-month.The penetration rate is 7.5%.

5. Environmental protection (resource recovery)

Environmental protection recycling: transcending technology, Huahong Technology, Yijiu resources, Dongjiang Environmental Protection, Greenmei, Enlightenment Environment, etc.

Event: The State Council issued the "Promoting Large -scale Equipment Update and Consumer Products for the New Action Plan". The recovery volume of scrapped cars has doubled from 2023. It is required to implement the recycling cycle and improve the recycling network of waste products and equipment.

6. Consumer outdoor: Sanfu Outdoor

Mushrooms: Zhongxingmang Industry (Gansu)

Retail: Guofang Group (Gansu)

Beer: Lanzhou Yellow River (Gansu)

Event 1: On March 9, the National Bureau of Statistics released the latest National CPI show that in February, the national CPI rose by 1%month -on -month, an increase of 0.7 percentage points from the previous month;More.The market expects that CPI in February rose 0.4%year -on -year.

Incident 2: Gansu Tianshui Spicy Spicy Circle.According to the Gansu Provincial Department of Culture and Tourism, the related topics of Gansu's hot and paddling have recently appeared on the hot search list on major social platforms to click on the short video platform. The playback volume exceeds 1.05 billion people.

NO3: Announcement Selection

1. Company announcement

Guangqi Technology: Subsidies signed a major sales contract for 660 million yuan over material aviation structure products

Micro-guided nano: Sign 520 million yuan fully automatic ALD passivation equipment and PE-POLY device sales contract

Aofei Data: About 117 million yuan transferred to 70%equity in Sichuan Huatuo

Shandong Expressway: Shenzhen Talent Anju Group was finally paid to the company's subsidiary to pay an equity transfer of 2 billion yuan and interest

Ningde Times: The company intends to carry out annual cash dividends and special cash dividends. Total a total of 50.28 yuan (including tax) per 10 shares of cash dividends (including tax), with a total dividend of 220.6 billion yuan

Second, increase holding and repurchase

Gas Ginseng: It is intended to repurchase 100 million yuan to 200 million yuan Golden Emblem wine: it is intended to repurchase 100 million yuan to 200 million yuan

Hongyuan Pharmaceutical: It is planned to repurchase 99.2 million yuan

Furong Technology: It is intended to repurchase 40 million yuan-70 million yuan

Qinchuan Machine Tool: It is intended to repurchase 20 million yuan-40 million yuan

Huashu Hi-Tech: It is intended to repurchase 10 million yuan-20 million yuan

Pava Co., Ltd.: It is intended to buy 10 million yuan-20 million yuan

Shaoyang Hydraulic: It is intended to repurchase 8 million yuan-10 million yuan

ST Hongda: delist, terminate listing

Baibang Technology: Shareholders intend to reduce their holdings 3.00%shares

Kaile: Shareholders intend to reduce their holdings by 3.00%shares

Hongye Futures: Shareholders intend to reduce their holdings by 2.00%shares

Son Tai Technology: Shareholders intend to reduce their holdings by 1.00%shares

Roboto: Shareholders intend to reduce their holdings 0.18%of the shares

Lingda Co., Ltd.: Subsiddra

ST Aokang: Due to the suspected information disclosure of the illegal and violations of the Securities Regulatory Commission decided to file a case against the company and the actual controller

Jinjia Co., Ltd.: actual controller and chairman, Qiao Luyu, was investigated and left -handed

Kanghua Bio: Due to the suspected information disclosure of the illegal law and regulations, the CSRC decided to make a case against the chairman Wang Zhentao

Qinghai Spring: Due to the decision of the suspected violation of the relevant laws and regulations, the Securities and regulations decided to check the company (listening to flowers in the sky)

The market value of lifting the ban this week: 3.2 billion in Guangzhou Port, 3.1 billion in the Chinese drone, and 2.6 billion yuan in the same force

5. Announcement of DynamicsGuoabong Investment

Yongyue Technology: The drone business has not yet brought a significant impact on the company's operating income

6. Supervision update

Shenzhen Stock Exchange: Key monitoring of "*ST Zuojiang" and other rise and fall abnormal securities

Shanghai Stock Exchange: Key monitoring of serious fluctuating stocks such as Ai Ai Jinggong

NO4: History

The closing price hit the 8th historical high

Light module: Tianfu Communication, Middle Middle Xu Chuang

Times new chip: Nova Nebula

Mine: Zijin Mining, Golden Integrity

Aviation Equipment: Maixinlin

Medicine: Xingqi Eye Medicine, Elis

NO5: Popularity Hot List

The first five popular hot lists: listen to flowers, flying cars, resource recycling

Flush Shun Hot List: Qinghai Spring, Wanfeng Aowei, BAIC Blue Valley, Greenmime, Nanjing Panda

Oriental Fortune Hot List: Greenmei, Tel, Qinghai Spring, Wanfeng Oway, Northern Copper Industry

Kolkata Wealth Management