The military industry ushered in multiple good news over the weekend, and the military sector was sought after by the main funds in the market under the stimulation of foreign geopolitical conflicts and international influences recently. The plate set off a boom in the price limit.
News: Recently, the first delivery C919 completed its first flight, and there are still TC certificates, PC certificates, delivery, passenger operations and other node events continue to catalyze, and the current intention orders have reached 815, which will gain a certain market share in the field of narrow-body passenger aircraft.
The successful development of C919 means that the mainland civil aircraft technology has achieved a cluster breakthrough, and the entire civil aircraft industry chain will benefit significantly. In addition, the military industry is a typical internal circulation industry, which itself has counter-cyclical attributes, is not affected by the epidemic, macroeconomy, etc., and is forced by international geopolitical conflicts and surrounding tensions, and its growth is highly certain.
With the changes in global geopolitics and the increase in national security needs, the country's investment in the military industry continues to increase. The steady growth of the military budget provides solid financial support for the military industry and ensures the stable development of the industry. At present, the military industry is in a critical period of technological innovation and industrial upgrading. The application of emerging technologies such as unmanned aerial vehicles, artificial intelligence, and cyber security in the military field has promoted the technological innovation and product upgrading of military enterprises, and enhanced the core competitiveness of enterprises.
In addition, military enterprises have improved the level of marketization and modernization of enterprises through mixed ownership reform and asset restructuring. These reform measures will help improve the operational efficiency and profitability of military industrial enterprises, and have a positive impact on stock prices. In the context of increasing uncertainty in the global supply chain, the military industry has higher requirements for the independent and controllable supply chain due to its particularity. This has prompted military enterprises to strengthen the research and development of key technologies and the integration of the industrial chain, reduce dependence on foreign countries, and improve their ability to resist risks.
The military industry is a typical internal circulation industry, which itself has counter-cyclical attributes, is not affected by the epidemic, macroeconomy, etc., and is forced by international geopolitical conflicts and surrounding tensions, and its growth is certain. This year, the military industry reported a bright growth rate in the first quarter, and the industry continued to realize its prosperity, mainly due to the increase in sales of military products, the emergence of scale effects, and the cost control in place during the period, and the remarkable results of cost reduction and efficiency increase. The contract liabilities, inventories, prepayments and other items of military enterprises have increased significantly, indicating that the enterprises are full of orders, actively preparing for production and stocking, production and operation continue to improve, and the development potential is full, and the performance is expected to continue to grow.
Catalyzed by the Russia-Ukraine war and other geopolitical events, the logic that national defense strength should match economic strength has been strengthened, and the evolution of the form of war has attracted much attention in the fields of precision strike weapons represented by missiles, weapon platforms represented by drones, and suicide drones combining aircraft and missiles.
After in-depth exploration, the potential of the concept of "military industry + UAV + low-altitude economy" was sorted out again, especially the last one,
Xinyu Guoke: military pyrotechnics are rich in variety, and the application fields cover land, air, sea, rocket forces and other military branches, the company began to cooperate with professional UAV R&D and manufacturing enterprises in the field of artificial weather modification with UAVs in 18 years.
Dawn Aviation: The company's main products are military products, the main business is research and development, production, sales of aviation electromechanical products and provide related professional and technical services, the end user is the domestic military, in the aviation inertial navigation technology is mature, the first generation of UAV as an unmanned target aircraft, has successfully entered the military target aircraft market.
712: The core supplier of military and civil private network wireless communication terminals and systems, the products cover military private network wireless communication terminals and system integration, and the application coverage includes the army, navy, air force, rocket force and other military arms; At present, the company holds a complete set of qualifications related to the scientific research and production tasks of the national defense and military industry, and its products cover various platforms such as fighters, bombers, transport aircraft, helicopters, unmanned aerial vehicles, and training aircraft.
Aleda: Mainly engaged in precision machining business of military aircraft and civil passenger aircraft parts; Leading technology in the processing of aviation titanium alloy products; The company is one of the main suppliers of aircraft manufacturing units under AVIC. At present, the company has completed the assembly of a UAV wing and hanging pod components, and the company's UAV production capacity is mainly supplied to AVIC UAV Company and related military aircraft OEMs.
The most optimistic
1. The company is a leading enterprise in the development and manufacture of aircraft ground support equipment, and has obtained multiple military salaries and qualifications, and has established extensive and in-depth cooperative relations with a number of OEMs and scientific research institutes. The company is involved in drone-related business in the low-altitude economy-related business. The company is the most complete domestic rotary-wing UAV development and production unit
2. The concept of military industry + low-altitude economy + UAV, low price and serious underestimation. Annual report + quarterly report performance surged. From a technical point of view, the low-level shock sideways has been for a year, the short-term breakthrough shock box, the volume is continuously huge, and the main force has greatly absorbed more than 10 billion, which is about to start to accelerate the rise, and it is now the best time to build a position at a low level.
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