The content is from the Financial Associated Press Newsletter
On November 1, a news item about the "Regulations on the Ordering of Military Equipment" dominated the news, which standardized the management mechanism of military equipment ordering, and the new ordering regulations have since landed. At the same time, the market reacted quickly, and the military theme sector led the rise against the trend.
The "Provisions" emphasize the work system of quality first, competition and excellence, intensive efficiency, supervision and checks and balances, and improve the efficiency of the use of military expenditure. Since then, the procurement model of military equipment has changed to a market pricing model, breaking down industry barriers, avoiding the situation of exclusive supply, and releasing profit margins, which is conducive to the development of the military industry.
This way of competitive procurement also promotes the improvement of the scientific research production capacity and product technology level of military enterprises, benefits listed companies with excellent technical capabilities, and promotes the long-term healthy development of the industry, and corresponding investment opportunities also follow.
Liang Yongqiang, who is good at the left layout and focuses on the value growth sector, said as early as the Huiquan strategy to select the mixed new issue: "The military industry is an expected good sector, whether it is from the policy orientation or valuation and performance judgment, there will be a sustained positive performance in the future." This is reflected in the three quarterly reports disclosed by Huiquan Strategy Preferred this product.
The content is based on the Fund's Q3 2021 report
In addition to the military industry, from the quarterly report, we can also see that the overall product adopts a steady strategy, and also allocates plates such as securities companies and agricultural seeds, and what is the configuration logic of other plates, please continue to pay attention to ...