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In the second half of 2020, Zhejiang Feng Wan Aowei Steam Turbine Co., Ltd. (hereinafter referred to as "Feng Wan Aowei") has many bright spots. Its subsidiary won orders from Tesla/KLOC-0.20 billion Tesla suppliers, private equity funds bought them in large quantities, and they were favored by funds from the north. Feng Wan diamond aircraft and civil aviation university of china signed an agreement to cooperate ... What are the supports behind these advantages, and how did Feng Wan Orwell perform in the fourth quarter?

The capital flow is surging and ready to go.

10 June 17, Feng Wan Aowei released the third quarter report. The report shows that as of September 30, 2020, the company's total assets were1590232400 yuan, an increase of 13.68% compared with the same period of last year before adjustment. It is meaningful that the published top ten shareholder register industries have changed. The newly added shareholders in the list of the top ten shareholders include Hong Kong Securities Clearing Company Limited, the special account for securities repurchase of Feng Wan Aowei Steam Turbine Co., Ltd. in Zhejiang Province, and the high-profile Gaoyi Linshan 1 Roy Fund.

At the same time, Northbound Capital increased its holdings of Feng Wan Aowei in large quantities, making it an upward countercurrent in the recent market shock.

The market remained volatile in September. In the fourth week of September, the Shanghai Composite Index fell by 3.56%, the Shenzhen Composite Index by 3.25% and the Growth Enterprise Market Index by 2. 14%. Choice data shows that in the fourth week of September, there was a net outflow of northbound funds for five consecutive trading days, and northbound funds reduced their positions on 992 stocks and increased their positions on 459 stocks. Feng Wan Aowei ranked northbound funds. Within a week, Northbound Capital increased its holdings of 2564 19000 shares in Feng Wan Aowei, with a final holding of 65.2005 million shares. The final market value of positions is 458 million yuan, accounting for 2.98% of the outstanding shares. The increase of northbound capital also significantly boosted the share price of Feng Wan Aowei, which rose by 4.3 1% in the fourth week of September.

The main business "dual engines" each showed strong power.

Since the semi-annual report put forward the "dual-engine" development strategic pattern of auto parts and general aviation, Feng Wan Aowei's two main businesses have increasingly shown a rapid growth trend of "two wings Qi Fei".

In the field of auto parts, Tesla's industrial chain dividend continues to break out. As a world-renowned supplier of auto parts, Feng Wan Aowei said in the announcement in the first half of the year that its subsidiaries, Shanghai Mg-Mg Alloy Die Casting Co., Ltd., Wuxi Xiong Wei Seiko Technology Co., Ltd. and Feng Wan Meiruiding Holdings Co., Ltd., have successively obtained letters of designation from Tesla's first-class suppliers, with a total amount of 460 million yuan. It is reported that its support share is still increasing. The achievement of the above-mentioned series of cooperation has locked Feng Wan Aowei's indispensable position in Tesla's supply chain and laid a good foundation for it to further occupy the rising market share in the field of new energy vehicles.

In the third quarter of this year, Tesla delivered a total of 6.5438+0.393 million electric vehicles, a year-on-year increase of 43% and a quarter-on-quarter increase of more than 53%, hitting a new high again, which was higher than the average expectation of analysts of 6.5438+0.37 million. Credit Suisse, Goldman Sachs and others continue to be optimistic about Tesla's sales. It is foreseeable that Tesla theme stocks such as Feng Wan Aowei will continue to be sought after in the fourth quarter, and the market performance can be expected.

On the other hand, in 2020, the layout of Feng Wan Aowei in the field of general aviation has begun to take shape, giving play to its core competitiveness in the industry. Previously, Feng Wan Aowei bought 55% equity of Feng Wan Aircraft Industry Co., Ltd., and increased the general aviation aircraft manufacturing business. Through the general layout of the general aviation industry, we will build a "general aviation+"industrial model and transform and upgrade the existing auto parts industry into the production of complete aircraft and core technologies. The good profits of Feng Wan aircraft and its core technological advantages will accelerate the transformation process of Feng Wan Ovi.

Following the strategic cooperation between Feng Wan Aowei and China Civil Aviation Flight Academy in March 2020, which won the national Top 1 Aviation School purchase order, in September, Feng Wan Aowei once again reached in-depth cooperation with civil aviation university of china of domestic Top2, signed a diamond DA40NG purchase agreement, and signed a diamond DA40NG purchase contract with Sichuan Longhao Flight Driving Training Co., Ltd. in the same month.

In 2020, Feng Wan's market share seized by diamond aircraft will increase rapidly. According to reports, the order of diamond aircraft has been ranked as 202 1, and diamond aircraft has jumped to 68.5% of the trainer of aviation school. Its sales explosion and market share reflect that it has established a leading core technical barrier in the field of aircraft manufacturing.

According to the data of Evergrande Research Institute, in 20 16, the general flight duration in the United States reached 24.8 million hours, while in 20 17, the general flight duration in China was only 8 10000 hours, which means that the development potential of general aviation in China is huge and the market prospect is immeasurable. From the perspective of general aviation market space, the sales scale of China navigable aircraft can reach about 30 billion yuan every year.

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