20 15, the decision-makers put forward for the first time to promote the integration of national defense and civil technology as a strategy. 20 17 1, the Central Committee for the Integration and Development of National Defense and Civil Technology was formally established, which was directly led by the decision-making level, creating a new situation for the in-depth development of the integration of national defense and civil technology. Since 2009, the Ministry of Industry and Information Technology and the National Defense Science and Technology Bureau have compiled and published nine issues of the Catalogue of Military Conversion and the Catalogue of People Joining the Army. The two catalogues have become an important way to promote the two-way transformation of superior technologies and products.
20 18 10 The decision-making level presided over the second meeting of the 19th Central Committee for the Integration and Development of National Defense and Civil Technology, and deliberated and adopted the Opinions on Strengthening the Development of the Integration of National Defense and Civil Technology under the Rule of Law. The policy of integration of national defense and civilian technology has been significantly accelerated. In addition to the ministries and commissions, local governments also responded positively. For example, at the end of June 5438+ 10, Sichuan declared integration of defense and civilian technologies Innovation Demonstration Zone, and in June 5438+065438+ 10, Shaanxi Province issued a three-year action plan for the in-depth development of integration of defense and civilian technologies.
China's integration of defense and civilian technologies technology has gone through three stages: initial stage, exploration stage and development stage. At present, it is in a two-way integration development period. At this stage, private enterprises are accelerating their integration into the national defense system, while military industrial groups continue to reform from enterprises owned by the whole people to wholly state-owned companies.
Looking at the A-share market, promoting integration of defense and civilian technologies is conducive to the expansion of product sales channels and the improvement of private enterprises' performance in joining the army, and also brings mixed reform expectations to some military enterprises. In the field of "conversion from military to civilian", listed companies under military industrial groups such as large aircraft, marine power and commercial aerospace, and in the field of "civilian participation in the army", high-quality companies such as marine power, new materials and airborne test equipment often become the focus of market attention.
According to the public market information, related concept stocks include: Big Dipper, Tongda, Jiaxun Hong Fei and Andaville.
(Article source: China Post Securities)