Zhitong Financial APP learned that on December 9, affected by the news of the leading growth rate of the military industry, the A-share defense and military industry plate strengthened again, as of press release, Shanhe Intelligence (002097.SZ) rose by the limit; Asian Star Anchor chain (601890.SH), New Research shares (300159.SZ), China Shipbuilding Defense (600685.SH), China Optics (002189.SZ), Galaxy Electronics (002519.SZ) and other stocks rose.
Guoxin Securities Research report pointed out: the growth rate of the military industry is second to none, compared with other industries, especially 2021-2023 is the key to the acceleration of the industry, the compound growth rate is expected to exceed 30%, the growth rate of sub-areas is higher. On the valuation side, the CSI is in the 54.55% quartile of the past five-year history. Looking at the military industry as a whole, there is no lack of investment opportunities in aviation, missile, information and other fields, and it still has a high medium-and long-term investment value.