华龙证券华龙内参2024年第89期，总第1648期（电子版）

Market Overview - The report highlights a significant market rally driven by real estate policies, with major indices rising over 1% last Friday [3][5][18]. - The real estate sector saw a resurgence, with stocks like Vanke A, Rong'an Real Estate, and Poly Development experiencing substantial gains [4][5]. Data Insights - The financing balance on the Shanghai Stock Exchange reached 794.53 billion, an increase of 1.22 billion from the previous trading day, while the Shenzhen Stock Exchange's balance was 703.43 billion, up by 1.42 billion, totaling 1.4979 trillion across both exchanges [17]. Key News - The report discusses the progress of the domestically produced C919 aircraft, which is set to commence its first overseas commercial flight from Hong Kong to Shanghai on June 1. This marks a significant milestone as it enters the mass production and delivery phase, with expectations of a robust growth period ahead [8]. - The report notes that the Chinese aviation market is projected to receive 9,084 aircraft from 2021 to 2040, with a total market value estimated at nearly 3 trillion yuan, reflecting a compound annual growth rate of over 20% [8]. Concept Highlights - The report identifies several sectors with notable stock performance, including real estate, low-altitude economy, and glass substrate concepts, which have shown strong upward trends [4][5]. - Specific stocks that reached their daily limit include Zhongshen Power, Zhongtian Service, and Vanke A, all benefiting from trends in real estate and low-altitude economy [21][23].