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Must-read news 1: Satellite Internet applications are gradually being implemented, and the industry is expected to usher in rapid growth

The launch ceremony of the first batch of satellites for the "Thousand Sails Constellation" network is expected to be held in Taiyuan on August 5, which means that the Chinese version of "Starlink" will soon shine in the starry sky. The "Thousand Sails Constellation" plan is the "G60 Starlink" plan. According to the plan, the first phase will complete the launch of 1,296 satellites, and in the future, a network of more than 14,000 low-orbit broadband multimedia satellites will be built.

With the launch of satellites and Starlink, the information technology industry has fully entered the aerospace information age from the Internet age and the mobile Internet age. Satellite Internet has a wide range of application scenarios, is of great significance in military and civilian applications, and is the focus of international scientific and technological competition. Based on the limited frequency and orbital resources and the application rules of "first come, first served", countries have accelerated to seize the limited total low-orbit satellite frequency and orbital resources. In recent years, the Chinese government has attached great importance to and supported the development of the satellite Internet industry, and has introduced a series of policies to support the construction of satellite Internet. Yongxing Securities believes that as satellite Internet applications gradually take off in the future, the industry is expected to usher in rapid growth, and related companies that have made early arrangements and positioned themselves in important links are expected to benefit from the development of the satellite Internet industry.

Must-read news 2: Lei Jun: Xiaomi Motors is expected to complete its annual delivery target of 100,000 vehicles ahead of schedule in November

At the Xiaomi 2024 press conference and Lei Jun's annual speech, Lei Jun shared the ups and downs of Xiaomi's three-year car-making journey. Lei Jun disclosed that Xiaomi's car sales target for 2024 is to deliver 100,000 vehicles at the minimum and strive for 120,000 vehicles. It is expected to complete the annual delivery target of 100,000 vehicles ahead of schedule in November. At the beginning of this year, Lei Jun's order target for Xiaomi SU7 was 76,000 vehicles.

The all-round layout of smart + electric hardware builds a strong investment ecosystem for Xiaomi Auto. Cinda Securities believes that the various models of Xiaomi SU7 have both cost-effectiveness and high-performance configuration to meet the needs of various types of users, and the intelligence and car-machine ecology have comparative advantages. Combined with the ramp-up of production capacity, it is expected that the delivery of Xiaomi Auto will reach about 100,000 units in 2024. The delivery of Xiaomi Auto is expected to gradually increase, and related parts suppliers are expected to benefit greatly.

Must-read news 3: Luoyang's first batch of driverless express delivery vehicles are put into trial operation in Yichuan County

Driverless cars are being put into use in many places. According to the Luoyang Postal Administration, the first batch of driverless express delivery vehicles in Luoyang are being put into trial operation in Yichuan County. On July 18, a self-driving bus was put into operation at Haikou Meilan International Airport.

Recently, many places have successively issued policies to support the pilot application of unmanned driving. In June, the Ministry of Industry and Information Technology and other four departments announced the orderly implementation of the pilot access and road access of intelligent connected vehicles, and identified 9 consortiums to enter the pilot; in July, five departments identified 20 cities (consortiums) as pilot cities for the application of "vehicle-road-cloud integration" of intelligent connected vehicles. Guoxin Securities Luliang Analysis pointed out that unmanned driving will be gradually implemented in passenger transportation, online car-hailing, street sweepers, logistics and transportation in more cities, and the penetration rate will be further improved, and the autonomous driving industry chain is expected to benefit. In terms of market space, Guosen Securities expects that domestic autonomous driving is expected to exceed 50 billion in 2025, and nearly 300 billion in the long term.

Must-read news 4: The average passenger load factor of the domestically produced large aircraft C919 during summer travel reached 86%

China Eastern Airlines learned that since the summer travel season this year (July 1 to July 21), China Eastern Airlines' C919 fleet has operated 366 flights, transporting more than 49,000 passengers, with an average passenger load factor of 86%. China Eastern Airlines currently has 6 C919s and has opened 4 commercial scheduled routes, including Shanghai Hongqiao to Chengdu Tianfu, Beijing Daxing, Xi'an Xianyang, and Guangzhou Baiyun.

"As large aircraft enter the stage of industrial development from research and development, their strategic role in economic development will be further highlighted," said He Dongfeng, chairman of Commercial Aircraft Corporation of China. Since mid-June, supporting measures and good news on the capital, policy and commercialization of the domestic large aircraft C919 have continued, injecting strong momentum into the high-quality development of my country's large aircraft industry and effectively driving the development of upstream and downstream companies in the industrial chain. Huatai Securities said it continues to be optimistic about the investment opportunities brought by the subsequent development of the large aircraft industry.

Titanium Small Shares·Titanium Media Financial Research Institute

2024.07.23

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