High-growth performance of national defense and military stocks
In the secondary market, in the context of market volatility and decline, the military sector has risen strongly!
It was mainly stimulated by several aspects, first of all, the establishment of the mainland's information support force, and secondly, the continued fermentation of the "Ukrainian-Russian incident"!
Some market institutions said: From 2026 to 2028, the mainland's national defense construction will accelerate, and the industry is expected to enter a new round of demand release cycle!
Similarly, China Post Securities also said: with the continuous development of equipment technology, in the field of new domain and new quality operations, domestic related enterprises are expected to usher in new development opportunities!
Accordingly, the following continues to sort out some high-growth potential national defense and military stocks for investors' reference!
According to statistics, a total of 10 listed companies in the national defense industry are expected to have a net profit growth rate of more than 50% in 2023, and these 10 companies are:
China Shipbuilding, Hangya Technology, Andawell, Jianglong Boats, Xinxing Equipment, Huali Chuangtong, Zhenhua Scenery, AVIC Xifei, Yaxing Anchor Chain, Guangqi Technology;
Among them, China Shipbuilding's annual report performance growth rate is the highest, and the company expects to achieve a net profit of 2.95 billion yuan in 2023, with an estimated net profit growth rate of 1610% (median);
The annual report performance shows that the company will achieve revenue of 544 million yuan in 2023, a year-on-year increase of 49.93%, and a net profit of 90.2 million yuan, a year-on-year increase of 349.6%;
In addition, the company released the first quarter results, during the reporting period, Hangya Technology achieved a net profit of 31.645 million yuan, an increase of 153.27% over the same period last year;
Andawell ranked third, with revenue of 851 million yuan in 2023, an increase of 106.2% over the same period last year, and a net profit of 113 million yuan, a year-on-year increase of 347%;
At the same time, Andawell also released the first quarter performance report, the company is expected to achieve a net profit of 5.5 million yuan in the first quarter of this year, an increase of 759.2% over the same period last year;
Jianglong Boat ranks fourth, and the company will achieve a net profit of 34 million yuan in 2023, with an estimated net profit growth rate of 159% (median)
In addition, the annual report performance of Xinxing Equipment and Huali Chuangtong is expected to increase by more than 100%, and the net profit growth rate of the annual report in 2023 will be 124% and 111% respectively (including the median value)
The net profit growth rate of Zhenhua Scenery, AVIC Xifei, Ruichuang Micro-Nano, Yaxing Anchor Chain, and Guangqi Technology in 2023 will all exceed 50%, which will be 89%, 70%, 59%, 57%, and 52% respectively;
From the perspective of secondary market performance, among the above 10 companies, Andawell's share price has risen the most during the year, with the company's share price rising by 49.59% since January;
followed by China Shipbuilding and Guangqi Technology, whose stock prices rose by 27.82% and 22.60% respectively during the year, and the share price of Hangya Technology increased by less than 10% during the year;
The share prices of Huali Chuangtong, Zhenhua Scenery and Xinxing Equipment fell significantly during the year, falling by more than 20%, and the stock prices have fallen by 20%, 21% and 27% respectively since January;
Risk Warning: The stock price of some of the above-mentioned national defense and military stocks has risen significantly during the year, and there are many factors that affect the stock price.
National defense and military stocks with high growth in annual report performance!
China Shipbuilding: In 2023, it will achieve a net profit of 2.95 billion yuan, an increase of 1610% over the same period last year;
Hangya Technology: In 2023, it will achieve a net profit of 920 billion yuan, an increase of 358% over the same period last year;
Andawell: Net profit of 115 million yuan in 2023, an increase of 351% over the same period last year;
Jianglong Boat: In 2023, it will achieve a net profit of 34 million yuan, an increase of 159% over the same period last year;
Xinxing Equipment: In 2023, it will achieve a net profit of 14.5 million yuan, an increase of 125% over the same period last year;
Huali Chuangtong: In 2023, it will achieve a net profit of 13 million yuan, an increase of 111% over the same period last year;
Zhenhua Scenery: In 2023, it will achieve a net profit of 575 million yuan, an increase of 89% over the same period last year;
AVIC Xifei: Net profit of 890 million yuan in 2023, an increase of 70% over the same period last year;
Yaxing Anchor Chain: In 2023, it will achieve a net profit of 235 million yuan, an increase of 87.5% over the same period last year;
Kuang-Chi Technology: Net profit of 573 million yuan in 2023, an increase of 52% over the same period last year;