December 6 news, the military industry plate abnormal pull up. As of press time, Chenxi Airlines rose nearly 7%, Xinyu Guoke, Jianglong boats, special services, China Shipping Emergency and other collective rush.
Zhongtai Securities pointed out that attach importance to the logic of medium-and long-term growth of the military industry, the current round of the market is far from over. On the one hand, there is a large gap between our national defense strength and economic strength at the present stage, and we need to install a large number of new weapons and equipment to make up for military shortcomings, and national defense investment is expected to continue to grow. On the other hand, advanced military technology has spillover characteristics, and the military technology incubated by military enterprises is of great civilian value. It can be extended to many industries, such as semiconductors, civil aviation, commercial aerospace, new energy, consumer electronics, smart cars, smart homes, and so on. Finally, in recent years, there have been continuous conflicts in some parts of the world, countries with weak military industries have a strong demand for military trade products, China's military industry scientific research and production system is complete, and the performance of military trade products is excellent and highly competitive. the share in the international arms trade market is expected to continue to increase. The military industry has a broad market space, and the over-allocation of military industry is timely.