What are the concept stocks of military restructuring and what are the leading stocks of military re

Among the major military reform concept stocks, we can focus on China Heavy Industry (601989), AVIC Power (600893), Zhongzhi (600038), Optoelectronics (600184), Sichuan Jiuzhou (000801), Haite High-tech (002023), Sichuang Electronics (600990), Changfa (002413), etc.

Under the strategic guidance of striving to build an advanced national defense science, technology and industrial system with Chinese characteristics, the reform of the national defense and military industry is expected to be accelerated: the restructuring of public institutions in the military industry has been launched, and the classified list will be preliminarily determined and reported after the two sessions; The top-level plan for the reform of state-owned enterprises is also expected to be introduced after the two sessions, and the military work will be the focus of the reform of state-owned enterprises in 2015, and the reform of various groups in the military industry will also be accelerated.

The Ministry of Industry and Information Technology issued the "2015 Special Action Implementation Plan for the Deep Development of Civil-Military Integration", and the integration of military and civilian has risen to a national strategy.

According to the documents issued by the military industrial system, the classification and restructuring of scientific research institutes under the Aviation Industry Group and the Aerospace Science and Technology Group have taken the lead in starting pilot projects. Analysts believe that Sichuang Electronics (major shareholder China Electronics Science and Technology 38 Institute), AVIC (major shareholder has 5 avionics research institutes), China Satellite (major shareholder Aerospace Fifth Academy) and Aerospace Electronics (major shareholder Aerospace Ninth Institute), Aerospace Power (major shareholder Aerospace Sixth Institute) and other companies are worth paying attention to.

What are the leading stocks in the military sector.

The leading stocks in the military sector are: aerospace military industry, military industry restructuring, Hafei shares (600038), China Shipbuilding shares (600072), Changchun Yidong (600148), aerospace electromechanical (600151), Dongan Power (600178), optoelectronics shares (600184), North shares (600262), aerospace information (600271), Hongdu Aviation (600316), aerospace power (600343), AVIC real estate (000043).

There are a total of 97 listed companies in the aerospace and military industry concept, of which 40 are traded on the Shanghai Stock Exchange and 57 are traded on the Shenzhen Stock Exchange.

The company's traditional business is automotive air conditioning, and in recent years, the profitability of solar cell business has accelerated, becoming the company's new main business. Starting from the silicon industry, the company focuses on building a complete and technologically advanced solar photovoltaic industry chain. The company's holding company, Wang Shanghai Solar Energy Technology, is in a leading position in R&D and production in the field of solar energy in China, and has become one of the leading solar cell module and system suppliers in China.

Introduction of aerospace and military industry, military industry restructuring company.

The company is a large-scale structure and complete mechanical engineering manufacturing base in China, with the first-class qualification for professional contracting of steel structure issued by the Ministry of Construction, and its revenue and profit mainly come from the steel structure business. The company is dominated by three major products, such as large-scale steel structure engineering, heavy-duty port machinery and special pressure vessels.

It has many domestic "firsts" such as the design and manufacture of China's first 10,000-ton hydraulic press, the first missile launcher, and the first tunnel shield boring machine for crossing the river and subway. As the only enterprise in China that produces marine liquid tanks for large-scale leasing liquefied gas tanks, the company has mastered the most advanced manufacturing technology for marine liquefied gas tanks in the contemporary world.

Marine tank products have become a series and are being actively transformed into land products. As the core supporting processing center of China's first shipbuilding base in the future - "CSSC Changxing Shipbuilding Base", the company will become a comprehensive large-scale steel structure and equipment manufacturing enterprise with considerable international competitive advantages.

The concept stocks of military mixed reform include AVIC Electronics, AVIC Electromechanical, AVIC Aircraft and AVIC Capital.

Military-industrial integration concept:

AVIC's performance is in line with expectations and will benefit from the restructuring of the institute in the future.

China Heavy Industry Co., Ltd., the company has ultra-large surface ships, large and medium-sized surface ships, conventional submarines, large landing ships and other major military equipment business, and actively expands in the direction of marine defense and marine informatization.

China's satellite, the impact of reform is emerging, and challenges and opportunities coexist.

Some institutions said that this year will be a big year for the military industry, the military reform will be basically completed, the procurement bidding will be one after another, the geopolitical environment has deteriorated significantly, the country has increased investment in armaments, and the determination to promote military-civilian integration is becoming more and more resolute, and the national defense and military industry is expected to become a bright light in the process of economic downturn and a new fertile ground for investment.

On December 4, 2020, the first leader in the national defense and military industry fell to 5 yuan, with a net increase of 84,671% in the annual report.

Extended information: In fact, our country's investment in the military industry is still relatively large, and the investment in the future will definitely be larger and larger, our country wants to achieve better development, we must strengthen the investment in the military industry, in order to protect the safety of our people.

First, our country has been continuously strengthening its investment in this industry.

Our country's investment in this industry will definitely be larger and larger, because this industry is related to our country's prosperity and democracy, if there is no military industry, then our country will definitely face external aggression, only with the development of this industry, our country can obtain a higher status in the international community.

Second, the technology of the military industry is very powerful.

One of the biggest advantages of this industry is that the technology is very strong, because a large amount of capital rebates invested in this industry are used for technology research and development, and all kinds of equipment in the military industry are very complete, and can occupy a greater advantage in the future.

Third, the talents in this industry are very good.

1. Another advantage of this industry is that it has more talents, which is very important for the development of a country, and it is also very critical for the development of an industry.

2. It is precisely because of the advantages of the above three aspects in the military industry, so I think that this industry will have a very great development in the future, and I think that in the process of investing in the capital market, we must take into account this industry, although it will not get a lot of benefits in the short term, but it may get better returns in the long run.

Fourth, the "ten golden flowers" of the military industry

1. AVIC Shenfei: aviation product manufacturing business, aviation defense equipment, civil aviation products.

2. Aviation power: aero engines and derivative products, foreign trade subcontract production, non-aeronautical products and **.

3. Aerospace rainbow: UAV products and application services; Manufacture and sale of electronic films for capacitors.

4. Aerospace development: four main businesses: electronic blue army, charge communication, electromagnetic security and power generation equipment.

6. Western superconductivity: R&D, production and sales of high-end titanium alloy materials and low-temperature superconducting materials.

7. Steel Research Institute Gaona: production and sales of casting superalloy dust-making pure products, deformed superalloy products and new superalloy materials and products.

8. AVIC Optoelectronics: production and sales of optoelectronic components and electronic information products.

9. Guangwei Composites: R&D, production and sales of carbon fiber and carbon fiber composite materials.

10. Ruichuang Micro-Nano: An integrated circuit chip company engaged in the development of uncooled infrared thermal imaging and MEMS sensing technology, committed to the design and manufacture of application-specific integrated circuits, MEMS sensors and infrared imaging products.

1. The subject matter of the substantive and intensive promotion of reform; Participate in the target of military mergers and acquisitions and mixed reform in the system; There are targets with good fundamentals for asset injection and reasonable pro forma valuations; Targets with strong certainty of sustained growth in the performance of potential leading companies participating in the military with large growth space; Thematic investment targets brought about by the continuous changes in the international and surrounding situation.

2. Renewal and export of army equipment; the use of large-scale third-generation equipment and new combat styles; the demand for bullets and arrows; commercial space advances; aero engine industry chain; infrared industry; National defense information industry chain.

Aerospace Chenguang, Sichuang Electronics, Aerospace Power, Aerospace Electronics, Zhenhua Technology, Aerospace Changfeng, AVIC Sanxin, Guihang Co., Ltd., Zhongzhi Co., Ltd., Hongdu Aviation, Rifa Precision Machinery, Hangxin Technology, Steel Research Institute High Nadium, AVIC Electronics, AVIC Aircraft, AVIC Electronics, AVIC Electromechanical, Hezhong Strong, Torch Electronics, Hangxin Technology, Quanxin Co., Ltd., Xinyan Co., Ltd., Guorui Technology, China Heavy Industry, AVIC Power, Sichuan University Zhisheng, FIYTA A, Dali Technology, Nawei Technology, Sichuan Jiuzhou, China Heavy Industry, Aopu Optoelectronics, Jingjiawei, Xinyan shares, Hailanxin, Wanze shares, Dingli technology.

Analysis of the leading stocks of the concept of military reform.

Aerospace Changfeng (600855): military products are military computers, accounting for 25%. Civilian products are medical machinery, machine tools, etc., and are currently injecting security products. The Second Academy of Aerospace is mainly based on strategic missiles. Civilian products include information products, numerical control systems, special devices, etc.

Aerospace communications (600677): military products include portable missiles, communication products, etc., accounting for 35%, and civilian products include textiles and commodity circulation. Aerospace Science and Industry Group, the main business is missiles, more than 50% of civilian products, including information products, power and petroleum equipment.

China Satellite (600118): Satellite development and application. Of these, 60% are military and 40% are civilian. The Fifth Academy of Aerospace Co., Ltd. develops and applies satellites and spacecraft, of which nearly 50% are military.

Aerospace electronics (600879): 75% of military products, connectors, sensors, etc. 25% of civilian products, cables, drilling inclinometers and other aerospace age electronics, military and civilian electronic products, military and aerospace accounted for 2 3.

Aerospace power (600343): motors, pumps, transmission products, etc. Most of the civilian and a small number of military aerospace institutes, the main products are rocket engines, and civilian products include power accessories.

Aero engines and derivatives account for more than 60%, subcontracting accounts for more than 20%, and others. It is currently injected into Liyang, the south. Xi'an Engine Group Co., Ltd. is mainly engaged in engines, gas turbines, pressure vessels, instruments and other mechanical products.

Aerospace electromechanical (600151): solar energy and auto parts, the Eighth Academy of Civilian Aerospace, the main business is "Star Arrow Missile Boat". Aerospace civilian product base, including photovoltaic business, auto parts, etc.

The military stock I am more optimistic about is the hemp industry, for your reference.

**Restructuring shares: The main selection of central enterprises and military industry.

**To about 2800, the general rise situation is more difficult to see, the overall valuation of the market is not low, the concentration of plate rotation is becoming less and less, and at present, it is more of a pulse-type outbreak, the sustainability is not strong, and of course, the operability is also decreasing. You may find that it has been more difficult to make money in the last two weeks. Because the main contribution of the stock index is to create weights, only friends who buy weights can enjoy the benefits of this period.

And the vast majority of ** are starting to enter the ** stage.

Looking back at the more than 1,500 ** in the two cities, in fact, there is a small phenomenon, the weekly increase is high, and the probability of adjustment in the next week is relatively large, that is to say, the sustainability is decreasing, and more and more ** are beginning to pull up the platform shipments. The SSE 50 in last week's weights basically showed a large ** situation, and in terms of sub-sectors and **, 600028 600050 600900 601006 601186 are relatively lagging behind the whole, which means that these stagflationary ** may take the lead in the subsequent week when other weights are resting. It is advisable to focus on the relevant warrants.

The front is in the big picture, most of the opportunities are decreasing, that narrowing down, the current hot spot in addition to the weight is the concept of reorganization, reorganization is the myth of indestructibility, in all stages of the concept of reorganization is always the most eye-catching, last week mentioned the restructuring of the Jiangsu region of the stock 562-280-682, now the concept of restructuring will be the mainstream in the future for a period of time, it should be noted that the concept of restructuring stocks is relatively difficult to grasp, Therefore, it is necessary to be cautious when choosing restructuring concept stocks.

Recently, the content of the relevant restructuring company reported by the network TV newspapers and other ** is more, the small hand is inclined to the reorganization of the two sectors of the central enterprise and the military industry, the central enterprises are mainly the restructuring of the steel sector, the restructuring of the steel industry has not stopped in recent years, so relatively speaking, the restructuring of this plate is first determined, and the uncertainty is only a matter of time, and some time ago the management issued a policy to support the merger and acquisition, and the opportunity for the steel sector to fall to the trough, the restructuring of the steel industry is also accelerating, One of the noteworthy is the mergers and acquisitions led by 600019, 600019 bent on being the strongest in the world, and the frequent actions of its financial companies also expose their ambitions, from 010 to 581 to 808, Baosteel continues to buy the equity of these companies, although substantial progress has not yet appeared, but the existence of restructuring expectations and the rise of the weight now, I personally recommend paying attention to the 601005 000709 601003 in steelFrom 0738 to 698 to 435, the restructuring of the military industry mainly lies in the injection of military assets, and the 600967 of stable performance is expected to inject tank assets, on the occasion of the 60th anniversary of the National Day, the concept of the military parade has given 600967 imagination space, which is worth paying attention to in the middle line.