The re escalation of Sino US friction will further accelerate the pace of domestic substitution, especially in the defense and military industry. Recently, many listed companies have announced and signed huge military orders. In addition, Chinas first Mars exploration mission, tianwen-1, was launched by the long March-5 remote-4 launch vehicle at Wenchang space launch site in Hainan Province at noon on Thursday.
Under the joint action of many factors, the defense and military industry plate rose in large volume on Thursday, and the plate index rose by 1.46% from a fall, closing at the highest level of the day. The whole line of ship, aviation, UAV, satellite navigation and other industries are active. The trading limit of 16 stocks including Leike defense, Taiwan Strait nuclear power, China Shipbuilding defense, and Gaode infrared was up and down, while the growth rate of light start technology, aerospace rainbow and Hongdu Aviation ranked first.
According to the announcement of Hongxiang Co., Ltd., on July 22, its subsidiary, Xingbo communications, signed an order contract and a scientific research outsourcing development and production contract with customers of special institutions. The contract amount was 290 million yuan, accounting for 21.93% of the companys main business income audited in the latest accounting year. Satellite wave communication is the core supporting unit of missile radar seeker. The subject of this contract is microwave source high frequency head and local oscillator receiver, which is mainly used for missile matching.
Anxin Securities said that the announcement contract shows that the satellite wave communication missile has entered the period of batch production and volume. It is expected that with the completion of the missile model finalization and entering the stage of large batch production and volume increase, it will contribute considerable performance flexibility to the company. On Thursday, the red phase shares opened trading limits, the dragon and tiger list showed that the top five bought a total of 177 million yuan, and the top five sold a total of 83.33 million yuan.
Leike defense is mainly engaged in embedded real-time information processing, complex electromagnetic environment test and verification and evaluation, Beidou satellite navigation receiver, radar and microwave signal distribution management and receiving processing business. On Thursday, ryco Defense said on the interactive platform that since 2005, Hengda microwave, a subsidiary company, has undertaken the localization related work of receiver protection switch, and finally successfully replaced the products of foreign Lockheed Martin company. Hengda microwave is still the only domestic supplier of this product and has been exported to many countries along with the whole machine.
Golder infrared is the worlds leading professional manufacturer of infrared thermal imager. Recently, Golder infrared announced that it has won another 266 million yuan of government equipment orders, accounting for about 16.22% of the total audited operating revenue of Golder infrared in 2019, which will have a positive impact on the companys operating revenue and total profits. In the last month, the company also signed two military product order contracts, with contract amounts of 47.12 million yuan and 97.8075 million yuan respectively.
Recently, Gaode infrared has also significantly revised its performance forecast for the first half of 2020, from the previous expected profit of 269 million yuan to 314 million yuan, with a year-on-year increase of 80% - 110%, and the expected profit of 478 million yuan to 538 million yuan, with a year-on-year increase of 220% - 260%. Therefore, in the market adjustment, Gaode infrared rose for 5 consecutive days and set a new record on Thursday. According to the dragon and tiger list, Shenzhen Stock connects exclusive seats are to buy and sell one at the same time, buying 140 million yuan and selling 100 million yuan respectively, with a net purchase of 39.9 million yuan. The total net purchase of the top five seats was 158 million yuan, and the net sales of the top five seats sold were 44.55 million yuan. In addition, the financing customers have recently purchased a total of 454 million yuan of Golder infrared for 4 consecutive weeks. Source: Securities Times editor in charge: Yang Bin_ NF4368
According to the dragon and tiger list, Shenzhen Stock connects exclusive seats are to buy and sell one at the same time, buying 140 million yuan and selling 100 million yuan respectively, with a net purchase of 39.9 million yuan. The total net purchase of the top five seats was 158 million yuan, and the net sales of the top five seats sold were 44.55 million yuan. In addition, the financing customers have recently purchased a total of 454 million yuan of Golder infrared for 4 consecutive weeks.