Zheng Quan Shi Bao Wang·2025-08-19 10:57Core Viewpoint - The Guangdong Provincial Government has issued a notice on policies to promote the high-quality development of commercial aerospace from 2025 to 2028, which is expected to benefit local commercial aerospace concept stocks [1]. Group 1: Policy Impact - The new policies aim to enhance the commercial aerospace sector in Guangdong, potentially leading to increased investment and growth opportunities for related companies [1]. - A total of 31 commercial aerospace concept stocks are identified in Guangdong, indicating a significant market presence [1]. Group 2: Stock Performance and Ratings - Notable stocks include: - Tianrongxin (大融信) with a market value of 9.601 billion and a year-to-date increase of 26.54%, rated by 16 institutions [2]. - Heertai (和而泰) with a market value of 28.512 billion and a year-to-date increase of 71.16%, rated by 13 institutions [2]. - Haige Communication (海格通信) with a market value of 35.738 billion and a year-to-date increase of 31.77%, rated by 13 institutions [2]. - Guanggang Gas (广钢气体) with a market value of 14.5 billion and a year-to-date increase of 9.70%, rated by 12 institutions [2]. - Other companies such as Dazhu Laser (大族激光) and Puyuan Technology (普天科技) also show significant market values and positive year-to-date performance [2].