This morning, the overall A-share market fluctuated slightly, and individual stocks fell more and rose less.
On the disk, sectors such as national defense and military industry, superconducting concept, mixed reality, and integrated die-casting are relatively active, while short drama games, shipping, gaming concepts, tourism and other sectors are among the top decliners.
Military stocks continued to strengthen
Military stocks strengthened again across the board in the morning, and the aviation manufacturing sector index rose by more than 3% in a straight line in the morning, marking the third consecutive day of volume gain. Shengnan Technology rose by more than 26%, and its stock price hit a record high, with less than 20 minutes of opening exceeding the all-day trading volume of the previous trading day, and Tongyi Aerospace also rose by more than 29%, approaching the highest point in history (resumption).
Large aircraft, national defense and military industry, military-civilian integration, unmanned aerial vehicles and other related sectors also bucked the trend, and Xinxing Equipment, China Optics, *ST Yuebo and other daily limits. Leading military ETFs, defense ETFs, and high-end equipment ETFs were among the top gainers.
At the end of the year and the beginning of the year, countries around the world have announced their 2024 defense budgets, and the United States and Japan will hit a record high in defense spending in 2024, and the defense budgets of France, Russia, and Ukraine will also increase significantly next year.
In addition, affected by geopolitical events, many countries are stepping up arms procurement. Eastern Europe, the Middle East, North Africa, East Asia, and other regions that are greatly affected by geopolitical factors are actively introducing new weapons. According to SIPRI statistics, the scale of global military trade in 2022 will be 31.983 billion TIV, a year-on-year increase of 19.38%, and the scale and year-on-year growth rate of military trade have reached the highest level in the past decade.
According to the latest data released by the China Shipbuilding Industry Association at the end of last week, from January to November, the country's shipbuilding completions were 38.09 million deadweight tons, a year-on-year increase of 12.3 percent, and the number of new orders received was 64.85 million deadweight tons, a year-on-year increase of 63.8 percent. As of the end of November, the hand-held order volume was 134.09 million deadweight tons, a year-on-year increase of 29.4%.
The completion volume of export ships nationwide was 31.99 million dwt, a year-on-year increase of 12.7%, and the orders for export ships were 61.1 million dwt, a year-on-year increase of 72.4%. At the end of November, the order for hand-held export ships was 126.86 million deadweight tons, a year-on-year increase of 37.3%. Export ships accounted for 84%, 94.2% and 94.6% of the country's shipbuilding completions, new orders and hand-held orders respectively.
Towards the end of the year, the number of national defense procurement on the mainland has also accelerated significantly, according to the data released by the All-Army Weapons and Equipment Procurement Information Network, the number of announcements on bidding, winning bids, inquiry, and competitive negotiations announced last Friday alone was as high as 700, and since December there have been nearly 13,000 announcements of various kinds.
Soochow Securities believes that the current position of the national defense industry is at the bottom of the inflection point configuration area, optimistic about the military industry in the incremental order expectations, reform catalyst and theme advantages under the valuation repair and performance return of Davis double-click, the national defense industry has a prominent medium-term risk-income ratio.
Major breakthroughs continue to be made in the field of superconductivity
The concept of superconductivity rose in the morning, and the sector index once rose nearly 3%. Baili Electric opened slightly lower and then rushed straight up, less than 20 minutes of the limit, half-day trading ahead of the previous trading day of the whole day of trading; Chenguang Medical rose more than 15% in the intraday, a record high; National cable testing, western materials and other top gainers.
Recently, major breakthroughs have been made in new achievements and technologies in the field of superconductivity. Yao Yao, a professor at the School of Physics and Optoelectronics at South China University of Technology, said last week, "We have seen very clear evidence of the presence of superconducting phases [in copper-doped lead phosphate, LK-99 samples]." The paper has been uploaded to the preprint website arXiv and is now publicly available.
A recent research team led by Philip Kim, a professor of physics and applied physics at Harvard University, has also made a major breakthrough in "high-temperature" superconductors using cuprates. The latest findings were recently published in the journal Science.
Earlier, at the end of October, quantum physicists at Delft University of Technology in the Netherlands demonstrated for the first time that it is possible to control and manipulate spin waves on chips using superconductors. These microwaves in magnets may provide an alternative to electronics in the future. The study, published in the journal Science, mainly provides physicists with new insights into the interaction between magnets and superconductors.
Superconductivity has not only attracted the research of physicists for decades, but also attracted the attention of relevant government departments due to its great prospects and social effects.
Recently, the Guangdong Provincial Department of Science and Technology issued the "Guangdong Province Action Plan for Cultivating Future Materials Industry Clusters (Draft for Comments)", in which in the field of superconductivity, it will aim at the needs of major scientific and technological infrastructure such as China's Spallation Neutron Source, Proton Linear Accelerator (Huizhou), and advanced attosecond laser facilities, develop high-temperature superconducting materials, and expand the application scenarios of low-temperature superconducting materials.
CICC said that with the continuous breakthrough of high-temperature superconductivity in downstream application scenarios, the continuous maturity of strip production technology, and the sharp decline in strip prices, high-temperature superconducting strip is expected to open an era of large-scale application, and high-temperature superconducting strip manufacturers are expected to benefit from the development opportunity period of the industry from 0 to 1. It is estimated that by 2028, the global market demand for high-temperature superconducting strips is expected to exceed 10 billion yuan.
Editor-in-charge: Zhang Qianyao
Proofreading: Peng Qihua