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国金证券给予纵横股份买入评级,工业无人机龙头,华丽变身低空数字经济解决方案提供商
Mei Ri Jing Ji Xin Wen· 2025-08-15 01:36
(文章来源:每日经济新闻) 国金证券8月15日发布研报称,给予纵横股份(688070.SH,最新价:52.33元)买入评级。评级理由主 要包括:1)飞控技术优势奠完整无人机谱系,软硬件一体铸无人机龙头地位;2)低空数字经济解决方 案提供商,积极拥抱低空经及发展浪潮;3)大载重无人机蓄势待发,联手交运龙头跨入低空物流新蓝 海;4)股权激励彰显发展信心,新业务有望成为公司业绩重要增长极。风险提示:市场竞争风险、行 业风险、毛利率下滑风险、大股东离婚股权分割带来的风险。 ...
【高端访谈】低空经济正处于爆发期 看好工业无人机赛道——专访博华资本创始人兼董事长徐文博
Xin Hua Cai Jing· 2025-07-25 07:47
Core Insights - The low-altitude economy is entering an industrialization phase, with market logic beginning to take shape, indicating a potential investment opportunity [1] - The development of the low-altitude economy aligns with technological iteration trends and market demand, with supply-side advancements in manufacturing capabilities and decreasing costs [1] - The industrial drone sector is highlighted as a key area within the low-altitude economy, meeting the conditions for multi-dimensional growth in supply, policy, and demand [2] Investment Landscape - Early investments in the low-altitude economy focus on high-barrier core component areas, while growth-stage financing is shifting towards companies capable of scaling production [1][2] - The recent D-round financing of 500 million yuan for Beijing Yunsheng Intelligent Technology Co., Ltd. exemplifies the investment logic in the industrial drone sector [2] - The overall financing activity in the low-altitude economy has been increasing, with rising valuations for many companies [2] Market Dynamics - High valuations and significant financing amounts for main machine manufacturers are driven by their status as chain leaders, attracting local fund attention [3] - Many upstream companies in the drone sector have origins in automotive or military industries, benefiting from established business scales as they pivot to drone production [3] - The China Securities Regulatory Commission's recent policy changes support the listing of companies in emerging sectors like low-altitude economy, enhancing market access for innovative enterprises [3] Future Outlook - The company anticipates a structured opening of IPO policies to stabilize market valuations while facilitating the listing of quality enterprises [4] - The alignment of investment directions in commercial aerospace, low-altitude economy, and AI with local government initiatives is seen as beneficial for market development [4]
再现天价离婚:纵横股份实控人任斌离婚 11.41%股份归女方所有
Xi Niu Cai Jing· 2025-07-23 09:19
Core Viewpoint - Chengdu Zongheng Automation Technology Co., Ltd. (Zongheng Co., 688070.SH) announced that its controlling shareholder and actual controller, Ren Bin, received a civil judgment from the Chengdu Intermediate People's Court regarding his divorce dispute with Kuang Mingfang [2][4]. Shareholder Changes - The court's ruling allows Kuang Mingfang to divorce Ren Bin and grants her 9,996,000 shares of Zongheng Co., which is 11.41% of the total share capital [4][5]. - After the share transfer, Ren Bin's direct shareholding will decrease from 20,502,000 shares (23.41%) to 10,506,000 shares (12.00%) [4][5]. - Despite the share transfer, Ren Bin remains the actual controller of Zongheng Co., with a combined control of 44.76% through agreements with other shareholders and indirect control via Hainan Yongxin Dapeng Enterprise Management Center [5]. Financial Performance - Zongheng Co. expects to achieve approximately 135 million yuan in revenue for the first half of 2025, representing a year-on-year growth of about 61.72% [6]. - The company anticipates a net loss attributable to shareholders of approximately -34.68 million yuan, which is a reduction in loss of about 18.34 million yuan compared to the same period last year [6].
“九山半水”通江海:浙江丽水三大“法宝” 的破圈之道
Zhong Guo Xin Wen Wang· 2025-07-21 11:45
Core Viewpoint - Lishui City is leveraging its rich ecological resources and innovative strategies to achieve high-quality economic development, particularly through the establishment of the Lishui Airport and the promotion of green economy initiatives [1][14]. Group 1: Economic Development Strategies - Lishui has established a development strategy focused on green economy, industrial strength, and ecological city construction since its inception in 2000, emphasizing the importance of ecological benchmarks in economic growth [4]. - The city has successfully integrated traditional ecological resources with modern economic practices, exemplified by the sale of ecological product rights, which marks a breakthrough in the marketization of ecological products [2]. - Lishui's production value is projected to reach 218.12 billion yuan in 2024, with a year-on-year growth of 6.6%, surpassing national and provincial averages [8]. Group 2: Industry and Innovation - The city is focusing on five key industries: agriculture, culture, tourism, forestry, and green manufacturing, to enhance its economic structure and promote sustainable growth [5]. - Lishui is advancing towards a modern industrial system by transitioning from traditional manufacturing to intelligent manufacturing, with companies reporting over 10% improvements in production efficiency [5][7]. - The semiconductor industry in Lishui has seen significant growth, with 96 projects introduced and a continuous growth rate of over 25% for four consecutive years [8]. Group 3: External Collaboration and Investment - Lishui is actively engaging in open economic strategies, attracting significant investments from the Yangtze River Delta region, with 550 projects and a total investment of 238.7 billion yuan from 2021 to May 2025 [10]. - The city is implementing the "Double Recruitment and Double Introduction" strategy to enhance its economic vitality and connect with major economic regions [10]. - Lishui is also leveraging its overseas Chinese community to facilitate global trade and investment, enhancing its economic network through cross-border e-commerce and international partnerships [13].
A股再现天价离婚案,“分手费”超5亿元
凤凰网财经· 2025-07-18 11:32
Core Viewpoint - The divorce settlement of the actual controller of Chengdu Zongheng Automation Technology Co., Ltd. resulted in a reduction of shares allocated to the ex-wife, but the market value of those shares increased significantly from 433 million yuan to 537 million yuan [1][2][3]. Group 1: Share Distribution and Market Value - The court ruling awarded 999.6 million shares to the ex-wife, with a market value of 537 million yuan based on the closing price of 53.76 yuan per share on July 17 [2][3]. - After the share distribution, the actual controller's ownership percentage decreased from 23.41% to 12%, while the ex-wife's ownership increased to 11.41%. However, the actual controller still maintains a controlling interest of 44.76% through agreements with other shareholders [3][4]. Group 2: Company Financial Performance - Zongheng Automation reported an expected revenue of approximately 135 million yuan for the first half of 2025, reflecting a year-on-year growth of 61.72%. However, the net profit attributable to shareholders is projected to be a loss of 34.68 million yuan, an improvement from a loss of 53.02 million yuan in the same period last year [6]. - The company has faced continuous losses for four consecutive years since its listing, despite annual revenue growth. In 2024, the total revenue was 474 million yuan, a year-on-year increase of 57.14%, but the net profit loss was 35.79 million yuan, an improvement from a loss of 64.50 million yuan the previous year [6][8].
纵横股份:低空经济业务加速兑现,营收预计增长61.72%
Group 1 - The company expects to achieve an operating income of approximately 134.66 million yuan in the first half of 2025, representing a year-on-year growth of 61.72%, while the net profit attributable to the parent company has significantly reduced losses [2] - The company is actively participating in various industry applications such as smart governance, emergency management, energy inspection, and traffic monitoring, leveraging its product system and service capabilities in the industrial drone sector [2] - The company has initiated a pilot project for a "one machine, multiple uses" sharing model in Chengdu Pengzhou, and is advancing low-altitude digital applications in Bazhong, while also implementing smart city governance applications in Mianyang [2] Group 2 - The company is accelerating product research and commercial validation in the low-altitude logistics sector and has invested in Sichuan Low Altitude Economic Development Co., Ltd. to diversify its business layout [3] - The company is expanding its overseas market presence and is committed to promoting the sales of various drone models in international markets, injecting new momentum into its medium to long-term development [3] - In the second half of the year, the company will continue to focus on low-altitude economy initiatives, expedite the implementation of smart governance projects, and enhance its digital solution capabilities across various industries [3]
纵横股份:预计2025年上半年净利润亏损3468.45万元
news flash· 2025-07-17 07:50
Core Viewpoint - The company expects to report a net profit attributable to shareholders of approximately -34.68 million RMB for the first half of 2025, representing a decrease in losses of about 18.34 million RMB compared to the same period last year [1] Group 1: Financial Performance - The company anticipates a revenue of approximately 135 million RMB for the first half of 2025, reflecting a year-on-year growth of about 61.72% [1] - The expected net profit loss of -34.68 million RMB indicates an improvement in financial performance compared to the previous year [1] Group 2: Industry Position and Development - The company is recognized as a leading player in the domestic industrial drone sector, leveraging a comprehensive range of industrial drone products and strong software technology capabilities [1] - The company is actively advancing the application of drones in various vertical industries, including smart governance, emergency response, energy, forestry, environmental protection, and transportation [1]
第三届低空产业创新生态大会举行 苏州低空经济“振翅高飞”
Group 1 - The third Low Altitude (Suzhou) Industry Innovation Ecological Conference and 2025 Digital Low Altitude Conference was held in Suzhou, focusing on the development of the "digital low altitude" sector and attracting over 500 participating enterprises [1] - The conference emphasized the importance of low altitude economy as a new productive force and a key direction for cultivating new growth momentum, with Suzhou aiming to become a national low altitude economy demonstration zone [1][4] - A total of 88 low altitude projects have been signed in Suzhou since the second conference last October, with a total investment exceeding 230 billion yuan, and an additional 45 projects signed at the current conference with over 50 billion yuan in investment [2] Group 2 - The signed projects include 15 low altitude application scenario projects, such as JD's drone logistics, and various other innovative applications in healthcare and urban management [2] - Additionally, 15 low altitude manufacturing projects were signed, including the development of industrial-grade drones and hydrogen fuel cell projects [3] - The third category consists of 15 low altitude support projects, focusing on infrastructure and service enhancements, such as the establishment of testing services and training collaborations [3]
“城市观察团”实地探寻创新策源力,武汉激光装备、无人机卖全球
Chang Jiang Ri Bao· 2025-06-27 00:34
Core Insights - The event highlighted the advancements in laser technology and drone applications in Wuhan, showcasing the city's commitment to innovation and technology leadership [1][8]. Group 1: Laser Technology and Applications - Wuhan Huagong Technology Co., Ltd. has achieved over 70 "China First" milestones in the laser industry and has set the first international standard for the sector in China [5]. - The company has developed laser welding and cutting technologies that have surpassed foreign monopolies, reducing the welding time for electric vehicle bodies to just 43 seconds [3][5]. - The laser technology is applied across various industries, including digital electronics, semiconductors, and automotive manufacturing, demonstrating its broad relevance [3]. Group 2: Drone Technology and Low-altitude Economy - Puzhou Technology Co., Ltd. is leading the low-altitude economy in China, with a project that covers 518 square kilometers and plans for over 100,000 flights annually by 2025 [6][8]. - The company has integrated AI technology into its drone applications, providing services in smart city management, emergency response, and environmental protection [6]. - The establishment of a low-altitude shared drone platform marks a significant step in urban governance and positions Wuhan as a leader in the trillion-dollar low-altitude economy sector [8]. Group 3: Community Engagement and Perception - The "City Observation Group" comprised various stakeholders, including students and community workers, who expressed pride in Wuhan's technological advancements and entrepreneurial spirit [1][9]. - Participants noted the supportive environment for startups in Wuhan, highlighting government policies that foster innovation and technology development [9]. - The event served as a bridge for better understanding the local technological landscape and the importance of community involvement in supporting innovation [9].
成都出台“低空经济14条”助力产业发展 相关上市公司或将受益
Zheng Quan Ri Bao· 2025-06-26 06:45
Group 1 - Chengdu's Development and Reform Commission, along with seven other departments, has issued the "14 Policies for Accelerating the Enhancement of Low-altitude Flight Capability and Cultivating the Low-altitude Economy Market" to promote the low-altitude economy [1] - The policies focus on four areas: low-altitude infrastructure construction, enhancement of low-altitude flight service supervision, expansion of low-altitude market application scenarios, and support for low-altitude industries, with subsidies reaching up to 5 million yuan and even 10 million yuan for specific projects [1] - Chengdu has established a complete low-altitude economy industrial system with over 500 low-altitude economy enterprises and has built 25 innovation platforms in this field [1] Group 2 - The demand for low-altitude economy is expected to grow in urban logistics, emergency rescue, and tourism, supported by increasing government attention and technological advancements [2] - Chengdu is positioned as a key economic center in Western China, likely to attract more low-altitude economy enterprises and form industrial clusters [2] - Ten A-share companies are currently involved in the low-altitude economy, including Chengdu Zhongheng Automation Technology Co., which provides comprehensive solutions for smart air traffic management and emergency services [2] Group 3 - The "14 Policies" significantly support low-altitude infrastructure, commercial operations, and subsidies for operating companies and passenger fares, which will accelerate the development of Chengdu's low-altitude economy [3] - The financial support will lower operational costs for listed companies and enhance their competitiveness in low-altitude commercial operations [3] - The introduction of these policies is expected to increase market confidence and provide more financing opportunities for related listed companies [3]