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(Original title: With multiple halos such as "low-altitude economy" on its head, Laisi Information's stock price has risen more than three times in three months, and shareholders plan to cash out as soon as the ban is lifted)

RiceInformation (688631.SH) announced on the evening of July 30 that its shareholder China Jianyin Investment Co., Ltd. intends to transfer 1.6347 million shares, accounting for 1.00% of the total share capital. As of July 30, the total number of shares held by the above shareholders was 19 million shares, accounting for 11.62% of the total share capital. According to the closing price of 57.64 yuan per share on July 30, the expected direct cash out this time is 94.22 million yuan.

share priceOn the one hand, since February this year, the share price of Laisi Information has entered an upward channel. In just three months, the average price of the stock has risen from around 20 yuan per share to 93.87 yuan per share (the stock price peaked on April 25), an increase of 350%. Now that the ban has just been lifted, the major shareholder has released news of reducing its holdings.

Founded in 1988, Laisi Information is affiliated to China Electronics Technology Group Corporation and was listed on the Science and Technology Innovation Board in June 2023. The company mainly focuses on the information needs of industries such as civil aviation air traffic management, urban road traffic management, and urban governance, and provides overall solutions and series of products for command information systems with command and control technology as the core.

In 2023, Laisi Information achieved a year-on-year revenue growth of 6.35% to 1.676 billion yuan, and realized a net profit attributable to the parent company of 131 million yuan, a year-on-year increase of 46.87%. In the first quarter of this year, the company achieved a year-on-year revenue growth of 38.62% to 245 million yuan, and a net profit loss of 16 million yuan.

In terms of business, civil aviation air traffic management business accounts for the largest proportion of Rice Information's total revenue, 33%, with a gross profit margin of 40.53%; followed by urban management 31%, with a gross profit margin of 20.02; and urban road traffic management 30%, with a gross profit margin of 22.44%.

It is worth mentioning that Rice Information is involved in hot concepts such as "commercial space", "low-altitude economy", "vehicle-road-cloud", etc., and has therefore attracted much attention in the capital market recently.

• On July 30, Laisi Information stated on the investor interaction platform that the company mainly provides three types of products, namely urban traffic command and control, urban traffic safety control and urban traffic management efficiency improvement, to public security traffic management, transportation and other management departments to support urban traffic management. The company is participating in the formulation of national and group standards related to vehicle-road collaboration.
• On the same day, the company stated on the investor interaction platform that it attached great importance to market value management and actively conveyed the company's investment value to the market through various means such as prudent operation, standardized operation, fulfillment of information disclosure obligations, and strengthening investor communication.Public CompanyThe assessment requirements of market value management are actively exploring effective ways to optimize the company's market value performance and better return to investors. This year, the company won the bid for the Anhui Province New Technology Integration Application Low-altitude Flight Service Platform and other projects. In the future, it will take the construction of the demonstration zone project as an opportunity, build on its business advantages, and create key products with low-altitude flight support and operation services as the core, striving to become the main force of industrial development in the construction of the national low-altitude intelligent service system. For the relevant operating conditions in the first half of 2024, please pay attention to the company's subsequent disclosure of the 2024 semi-annual report.
• On July 29, Rice Information added the concept of "commercial aerospace". According to the data from Tonghuashun, the reason for the selection is: On June 26, 2024, Interactive Easy replied: The company has a value-added telecommunications business license approved by the Ministry of Industry and Information Technology of the People's Republic of China, and can undertake domestic very small aperture terminal earth station communication business, and is entrusted to carry out the relevant satellite channel leasing and operation and maintenance service business of the National Civil Air Defense Satellite Communication Network Management Center, and provide leasing services for local national defense/civil air defense offices. At the same time, it actively carries out the research and development of satellite intelligent communication systems and portable satellite communication terminals for business scenarios such as national defense mobilization.

In addition, Yan Yongjie, general manager of Rice Information, told the media in April this year that "the rapid development of the low-altitude economy has opened up new growth channels for enterprises." "Now the low-altitude economy has made important breakthroughs in application scenarios and management, but whether it is standards, specifications, or technology and equipment, they are all in the initial rapid development stage. The real development of the market will have to wait until at least the second half of this year, and more patience is needed during this period."

Regarding the low-altitude economy industry, which is seeing a rapid influx of capital, a senior executive of a local listed company in Xi'an told Jiemian News that "it will take a long time for the low-altitude economy to develop, and there are two major issues that need to be addressed: funding and the formulation of relevant rules." "Especially for private enterprises, because the industry requires huge investment and a long time cycle, how to choose a track in the low-altitude economy is a problem."