Unmanned aerial vehicle concept speculation by the market cold 赣南医学院教务处

The UAV concept of speculation market was cold to Zhang Jingyi by hot driving last year, UAV stocks sought after by the market, 13 stocks, in addition to Hongdu Aviation fell, other stocks rose more than 50%, in which, de navigation (002260.SZ), RAPOO (002577.SZ), smart race (300044.SZ the stock price doubled), or were 266.07%, 109.52%, 107.76%] [2015 in the first half of this year, Wind UAV has risen 140%. After two times of abnormal fluctuation after the setback, the UAV index rebounded more strong rebound in the fourth quarter of last stage of the highest amplitude over 40%] A shares the recent turmoil intensified, respected long outbreak of the UAV concept for much of the capital market. Industry analysts UAV concept together with virtual reality, robot theme, the theme of investment as a rare opportunity for the weak market, short-term speculation is extremely strong. In the UAV concept years of continuous fermentation and speculation, driving force has begun to decline hot events and market space is expected to continue to heat, speculation. In terms of concept stocks, the logic of supporting UAV themes is changing, and capacity and performance expectations are expected to become new catalysts. Relying on strong short-term speculation hot event driven is a prominent feature of UAV in the years of speculation. At the beginning of the February Thailand securities analysts said in a report, in 2016 the market lack of big market opportunity, the theme of investment will become an important way of profit; and by mid Singapore international aviation exhibition opportunities, appropriate participation of UAV topics such as investment opportunities. Subsequently, the CCTV Spring Festival Gala scene appeared large UAV performance, once again provoke the market for the concept of UAV attention. "With the new civilian UAV application scenarios have emerged, the market potential is the rapid expansion of the scale, the industry generally believe that the UAV industry will be the next outlet." CRE securities analyst said this review. With the earlier part of entertainment news events, the debut in the entertainment program is widely used, and the SF express delivery UAV marketing event stimulation, consumption level of UAV is currently highly respected market. Under the trend of agricultural modernization, the good promotion of the central document No.1 also makes the agricultural plant protection unmanned aerial vehicle be pushed on the hot topic frequently. Earlier, the military UAV research and development progress, new product appearance and development of qualifying events, continue to stimulate the market sentiment and the attention of the uav. Behind every hot events in short-term stimulus, the industrialization process will continue to strengthen market expectations, rising, and common UAV concept speculation points. Changjiang Securities machinery industry analyst Wu Bohua pointed out in its report, this year the domestic UAV market or usher in a full-blown industrial market; human replacement demand is becoming increasingly strong, mature models of birth, regulatory policy will accelerate the industrialization process in place. At the same time, the consumer market industry chain increasingly perfect, the Internet giant war will bring new pattern and new pattern. In the first half of 2015, the Wind drone index rose.

无人机概念炒作遭市场冷对   张婧熠   [受热点驱动,去年无人机概念股受到市场追捧,13只个股中,除洪都航空为下跌外,其他个股涨幅均在50%以上,其中,德奥通航(002260.SZ)、雷柏科技(002577.SZ)、赛为智能(300044.SZ)股价翻倍,涨幅分别为266.07%、109.52%、107.76%]   [2015年上半年,Wind无人机指数累计上涨了140%。在经过两次异常波动的重挫后,无人机指数的反弹也较强劲,去年四季度的反弹中阶段振幅最高超40%]   A股近期震荡加剧,久未爆发的无人机概念一时备受资本市场的推崇。行业分析师将无人机概念连同虚拟现实、机器人等题材,视为弱市中难得的主题投资机会,短线炒作的意味极为浓重。   在无人机概念持续多年的发酵和炒作中,热点事件和市场空间预期的驱动力已开始式微,炒作热度难以持续。对概念股而言,支撑无人机题材的逻辑正面临着转变,产能和业绩预期或将成为新的催化剂。   短期炒作意浓   依靠热点事件驱动是无人机多年炒作中的突出特点。   中泰证券分析师在2月初的报告中表示,2016年市场缺乏大的行情机会,主题投资将成为重要的盈利方式;并建议借月中新加坡国际航空展的机会,适当参与无人机等主题投资机会。随后,央视春晚现场出现大疆无人机的表演,再次挑起市场对无人机概念的关注。   “随着民用无人机全新应用场景不断涌现,市场潜在规模正在急速扩容,业内普遍认为无人机将是下一个产业风口。”华创证券分析师对此点评称。   伴随在此前部分娱乐新闻事件中的亮相、在娱乐节目中的广泛使用,以及顺丰快递无人机送货等营销事件的刺激,消费级无人机目前备受市场的推崇。农业现代化趋势之下,年内中央一号文件的利好助推也让农业植保无人机频频被推上热门题材。更早之前,军用无人机的研发进度、新产品亮相和研制资格发放等事件,都不断刺激市场情绪和对无人机的关注。   在每一次热点事件的短期刺激背后,不断强化的市场空间预期、持续升温的产业化进程,也是无人机概念常用的炒作点。   长江证券机械行业分析师邬博华在其报告中指出,今年国内无人机市场或迎来全面爆发;工业级市场人力替代需求越发强烈,成熟机型的诞生、监管政策的到位将加速产业化进程。同时,消费级市场产业链配套日益完善,互联网巨头参战将带来新格局与新模式。   2015年上半年,Wind无人机指数累计上涨了140%。在经过两次异常波动的重挫后,无人机指数的反弹也较强劲,去年四季度的反弹中阶段振幅最高超40%。   上市公司则以各种形式,争先切入无人机领域。传统照明公司雪莱特(000076.SZ)通过并购进入无人机市场,今年1月底还以定增的方式再向无人机业务投入2.7亿。辉丰股份(002496.SZ)今年2月26日在互动易平台回复投资者提问时表示,公司已完成初步调研,将适时有序推进农用植保无人机的应用。   市场冷对   以热点事件驱动的概念炒作的另一明显特点是,当概念新鲜度消减时,炒作热度就开始难以维系,尤其在市场行情震荡下行期间,想要借无人机概念崛起颇具难度。   去年“红十月”的反弹阶段,海康威视(002415.SZ)曾发布了工业级无人机的新业务战略;有券商分析师随即表示看好,并预测民用无人机市场将迎来洗牌,但二级市场对此反应平淡,该消息发布后海康威视曾阶段性小幅上涨,但随即进入震荡走势。   德奥通航在今年1月宣布持股无锡汉和,进军农业植保无人机市场。有券商强调,目前农业通航的渗透率仅为2%,但农业植保无人机整机及服务市场的年均需求为300亿左右,行业将迎来快速扩容。但该公告发布后,德奥通航股价未出现明显波动。雷柏科技在去年2月宣布进军无人机市场,公司股价至当年6月中旬涨逾150%。但随后遭遇市场异常波动,即便宣布了将与腾讯携手推出迷你无人机,对股价刺激影响也有限。   对于概念题材而言,支撑无人机板块的逻辑正面临着转变。从相关上市公司近期表态及分析师观点中即可发现,产能及业绩表现正成为概念股下一轮炒作的发力点。   无人机的业绩表现,也是市场对威海广泰的重要跟进指标。公司去年发布公告称,拟募集不超过5.4亿元用以收购和增资民营无人机研发生产企业全华时代,及投资其无人机项目。此次资本运作后,有分析师给出“未来三年业绩复合增长率预计45%以上”的业绩预测,上述公告发出后的去年10月及11月,威海广泰最高涨近40%。   但值得注意的是,威海广泰(002111.SZ)的业绩增速预期,主要受益于近年来其持续推进外延发展,并购标的的并表效应等。有分析师就指出,在热点效应后的融合发展、收购兼并完成后能否消化好也将形成考验。相关的主题文章: