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Drone concept is on fire! Military industry subdivision leader please collect: UAV, fighter, missile

Time: January 9, 2020 07:18:06 Zhongcai
The U.S.-Iraq warrior warrior concept suddenly emerges. On January 3, 2020, the United States used drones to "precision behead" Iranian Major General Suleimani. The U.S. military used MQ-9 drones to launch three AGM-114 "Hellfire" precision missiles, which accurately hit the target, killing seven people. Affected by this news, the military drone concept leader Aerospace Rainbow rose 30.57% in 3 days.



The tension between the United States and Iran is still heating up. Yesterday, "US Assad Air Force Base" in Anbar province in western Iraq was hit by rockets. Only four hours later, the Iranian foreign minister declared that the self-defense operation was over and Iran was not seeking war. Thirteen minutes later, US President Trump tweeted that two military bases in Iraq were attacked.

The tense confrontation between the United States and Iran continues. Iran ’s supreme leader, Khamenei, said in a speech yesterday, “Our military response is not enough. The evil presence of the United States in the region should end. We will not negotiate with the United States. Wherever there is damage, "Iranian President Rouhani said," our final answer to the assassination of Suleimani will be to drive all US troops out of the Middle East. "

The situation in the Middle East is rampant, and the military sector is expected to welcome short-term emotional catalysis. As of yesterday's close, the ship sector index rose 5.65%, ranking first in the two cities; the aviation, satellite navigation, defense and military sector indexes also rose against the market. In terms of individual stocks, the daily limit of more than 10 stocks, including Linzhou Heavy Machinery , China Emergency , Zhongbing Red Arrow, etc.


The stocks with the "hard power" of the defense military will gain more market attention. Based on this, the Securities Times · DataBao combed out related stocks from various subdivisions of the defense military industry in order to rid readers.

As for military drones, there are currently five concept stocks of Longying Trust , Zongshen Power , Taihe New Materials , Zhongding and Aerospace Rainbow .

Among them, Aerospace Rainbow is the absolute leader, with an increase of more than 36% during the year. The company's drone products mainly include Rainbow-3 hollow multi-purpose drone systems, Rainbow-4 hollow long-duration airtime drones, and Rainbow-5 mid-altitude long-duration airtime drones, etc., and most of them have obtained export approvals. Approved and exported overseas, the cumulative sales in the past ten years rank among the top three in the global military trade market.


There are also fighter and missile concept stocks hidden in other military stocks. For example, Hongdu Aviation , which increased by more than 21% during the year, is the only company in China that has both aircraft and missiles. According to reports, the company's newly developed YJ-9E anti-ship missiles and TL-20 small-diameter guided bombs can be launched via L15. Among them, TL-20 breaks the United States' monopoly in the field of small-diameter guided bombs, and the design difficulty and Manufacturing costs are lower.

Another example is Zhongbing Red Arrow , the only intelligent ammunition professional integrated platform under the Weapons Group, whose products involve large-caliber artillery shells, rockets, missiles, submunitions, super-hard materials, aircraft parts, and anti-terrorism and anti-riot products.

The grand blasting is one of the absolute leaders in the concept of military-civilian integration. The company's state-of-the-art missile weapon system HD-1 project export project and JK new guided weapon export project independently developed by the company have been approved by the relevant state departments.


The above-mentioned leading stocks are mainly selected from the perspective of market performance of concept stocks. In addition, some leading stocks can be selected from the perspective of industry market value. For example, China National Heavy Industry , Aviation Development Power , China Satellite Communications , AVIC Aircraft , and AVIC Shenfei are among the top stocks in the defense and military industry. Most of the stocks are pure military stocks.

Century Securities also believes that benefiting from precision strikes will become a new mode of war in the future, and the demand for drones, precision guided missiles, and information-based intelligent equipment will increase; meanwhile, it will benefit from safeguarding the safety of the head of state, and anti-drone "precise beheading" will become a military focus. The demand for communication interference technology and anti-jamming technology is increasing. It is recommended to pay attention to Aerospace Rainbow (leader of military drones), grand blasting (HD, JK two types of military and trade missile manufacturers), Gaode Infrared (leading in the infrared industry), and North Navigation (Ammunition Information System Supplier), Hager Communications (Military Communications, Navigation Equipment).


These stocks are most favored by the tracking fund on the Dragon Tiger List. On January 8th, the funds of the institutions and sales department net sales of 201 million yuan, of which 20 stocks were net bought; 14 stocks were net sold. The top three stocks for net purchases were Wanxiang Qianchao , Yuanlong Yatu , Zhongbing Red Arrow, etc., and the net purchases accounted for 10.13%, 11.51%, and 3.04% of the total turnover on the day.

From the perspective of market capital flows, the main capital inflows exceeded 10 million and there were a total of 14 stocks purchased on the Dragon Tiger List. Among them, Topway Information , Zhongbing Red Arrow , and Sunrise Oriental had the largest net inflows. The stocks with the largest net inflows were Xinjin Road , Power Source , and Huaye , which were delisted . The net inflows were 47.63%, 45.98%, and 43.61%, respectively.


Multi-share long-term moving averages such as HKUST News are long. As of the latest, the four moving averages of 446 stocks on the 5th, 10th, 20th, and 60th days have been long. Among them, Longjian shares , Houpu shares , Great Eastern shares and the 60-day moving average have the smallest deviation rate, 3.39%, 4.04%, 4.23%.

In addition, the 118 stocks not only arranged the four moving averages, but also the 120-day and 250-day moving averages. The data shows that among these stocks, China Chemical , FAW Fuwei , HKUST Xunfei and the 250-day moving average have the smallest deviation rates, which are 9.78%, 9.82%, and 10.49%, respectively.

Among the four stocks that have recently formed a long position on the 5th, 10th, 20th, and 60th, 28 annual performance net profit for 2019 increased by more than 50% year-on-year. The stocks of China Information , Hongbo , Zhejiang Yongqiang and other stocks increased the most. , Respectively 802.69%, 580.52%, and 517.53%.


Sunrise Oriental and other 182 stocks rose for more than five days in a row <br /> 收 The latest closing shows that a total of 322 stocks in the two cities rose for more than three trading days, and 182 stocks rose for more than five trading days in a row. The three are * ST Xinwei (17 days), * ST Ankai (11 days), and Sunrise Oriental (11 days). The top three accumulative gains during the period of consecutive gains were * ST Xinwei (130%), Sunrise Oriental (99.31%), and Dabeinong (97.05%).

It is worth noting that of the 322 stocks that have risen continuously, the cumulative net inflow of main funds during the 31 stocks exceeded 100 million yuan. Among them, the most accumulated capital inflows were led by Zhizhizao , and the main capital inflows totaled 493 million yuan.


15 shares of Yang Yin Yin Fenghua High-tech and other capital inflows are relatively high. <br /> As of the close of January 8, a total of 15 stocks in the two cities appeared on the K-line, and the largest gains on the day were Beijing Special Technology and Weitang. Industrial and Aoteco increased by 10.06%, 9.99% and 9.97%, respectively.

It is worth noting that the main capital inflows of individual stocks such as Fenghua Hi-Tech , Weitang Industrial , and Beite Technology were the largest, reaching 180 million yuan, 120 million yuan, and 78.495 million yuan, respectively.



Note: The four-sheet form after this information has been excluded from listing new shares in the past year.
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