List of leading military and aerospace stocks

Military and aerospace are the cornerstone of maintaining China’s national defense security. In today's world, the international situation is turbulent, the national defense and security situation is tense, and the pace of national defense construction and military industry reform is accelerating, driving the development of military industry and aerospace. So what about the leading military and aerospace stocks? The editor below will answer your questions about the leading military and aerospace stocks.

Leading military and aerospace stocks

Upstream of the military industry chain: Focus on recommending related subdivisions that meet the three major criteria of "large industry space, excellent competitive landscape, and low localization rate" Leading company.

Midstream of the military industry chain: Focus on recommending leading companies in relevant subdivisions that meet the three criteria of "high entry barriers, strong system capabilities, and wide business scope".

Downstream of the military industry chain: Focus on recommending leading companies in complete machines and core subsystems that meet the three major criteria of "strong actual demand, large reserve models, and advanced mass production nodes".

Leading military and aerospace stocks

1. West Instrument Co., Ltd. (stock code: 002265)

West Instrument Co., Ltd. was founded in April 1939, formerly known as Yunnan Southwest Instrument Factory, a subsidiary of China Ordnance Group, is a domestic leader in specialized engine connecting rods and has strong expectations for mixed-use reform; currently it has no military products.

2. Fengfan Co., Ltd. (stock code: 601700)

Fengfan Co., Ltd. (stock code: 601700) was founded in 1993. It is a professional manufacturer of various types of ultrasonic products of 1000kv and below. A professional company that specializes in high-voltage transmission line angle steel towers, steel pipe combination towers, various types of pipelines, substation structural supports, 220kv and below steel pipe poles and various steel structural parts. The company is located in Changshu City, Jiangsu Province, the center of the Yangtze River Delta Economic Circle, China's core economic zone. It covers a total area of ??approximately 458,000 square meters and has advanced CNC section steel joint production lines, CNC angle steel drilling production lines, and CNC angle steel high-speed drilling production lines. There are more than 1,000 sets of various production equipment including JCOE straight seam welded pipe production lines and hot-dip galvanizing production lines, with an annual output of up to 400,000 tons. The company was listed on the Shanghai main board in 2011 with stock code (601700).

Won the title of “National Contract-abiding and Trustworthy Enterprise”, “Jiangsu Province High-tech Enterprise”, “Jiangsu Province Private Technology Enterprise”, “Jiangsu Province Science and Technology Small and Medium-sized Enterprises”, “Jiangsu Province Civilized Unit”, "Suzhou Advanced Grassroots Party Organization", "Suzhou Quality Management Excellence Award" and other honorary titles.

The company's products are widely used in China and have been exported to Australia, Algeria, Bangladesh, Pakistan, Poland, Iran, Iraq, South Korea, Myanmar, Tajikistan, Africa, Congo, Peru, Chile, Equatorial Guinea and other countries and regions have participated in the completion of many major projects, including: Algeria project, Changji-Guquanshi 1100kv UHV DC transmission line project, 500kv Tianxing Power Transmission and Transformation Project, Wudongde Project, ±800kv Northwest Yunnan to Guangdong DC Project, etc.

In April 2021, the company planned to purchase 100 shares of Aofengyuan for 470 million yuan. The target company is deeply involved in the industry. In the military electronic information industry, the main products include high-power transmitters, time-frequency front-ends, solid-state RF power amplifiers, T/R components, microwave switches, frequency conversion components, receivers and other microwave RF products, which are widely used in airborne, vehicle-mounted, Shipboard systems, missiles, handheld devices, fixed stations, etc. After this transaction, the listed company will enter the military business field.

3. Pagoda Industrial (stock code: 000595)

Baota Industrial Co., Ltd., formerly known as Northwest Bearing Factory, was a third-tier enterprise established in 1965 and restructured and listed in 1996. It is the first listed company in my country's bearing industry, one of the top 500 Chinese machinery industry enterprises, and the largest bearing manufacturer in western my country. , one of the well-known backbone enterprises in the bearing industry. The NXZ brand has been recognized as a well-known trademark in China and has obtained the national export inspection-free qualification. The products are sold in more than 50 countries and regions. The company has military bearing confidentiality qualifications and scientific research and production licenses.

4. Yaxing Anchor Chain (Stock Code: 601890)

Yaxing Anchor Chain (Stock Code: 601890) is specialized in marine anchor chains and marine mooring chains and accessories. manufacturing enterprises. In addition to its headquarters in Jingjiang, Jiangsu, it also has subsidiaries such as Yaxing (Zhenjiang) Mooring Chain Co., Ltd. and Yaxing (Maanshan) High Strength Chain Industry Co., Ltd. in Zhenjiang, Ma'anshan and other places, with nearly 2,000 employees. The company currently has a heavy cargo terminal on the Yangtze River with loading and unloading capacity: one 5,000-ton berth, two 2,000-ton berths, and three 45-ton cranes.

The company was founded in the 1980s. Over the past 30 years, it has developed into an anchor chain, marine mooring chain and accessories manufacturer with an annual production capacity of nearly 300,000 tons. More than 60% of its products are exported to many countries and regions around the world, and it is my country's production and export base for large-scale ship anchor chains, marine mooring chains and accessories. Yaxing Anchor Chain has a large production scale and strong technical strength. It is one of the brands deeply trusted by customers at home and abroad.

The world's largest anchor chain manufacturer, my country's production and export base for marine anchor chains and offshore platform mooring chains; the company's main products are marine anchor chains and accessories, offshore platform mooring chains and supporting accessories. It is currently the main supplier of anchor chains for the Chinese Navy.

5. Sinosteel Tianyuan (stock code: 002057)

Sinosteel Tianyuan Co., Ltd. (hereinafter referred to as "Sinosteel Tianyuan") was established in March 2002. It is an important part of the scientific and technological new materials industry of China Steel Group Co., Ltd. (hereinafter referred to as "Sinosteel Group"). It was listed on the Shenzhen Stock Exchange in August 2006. Sinosteel Tianyuan focuses on metal materials, inspection and testing business, and magnetic materials. It has become my country's authoritative metal products inspection and testing institution, an important metal product R&D and manufacturing enterprise in the field of national defense and military industry, and an important exporter of fluorenone products.

Currently, Sinosteel Tianyuan’s production capacity and market share of soft magnetic material trimanganese tetroxide, as well as the market competitiveness of its permanent magnet device products, are among the best in the industry. Sinosteel Tianyuan has 6 important national innovation platforms, including the "National Metal Products Quality Supervision and Inspection Center", "National and Local Joint Engineering Research Center for Magnetic Materials and Application Technology", and "Postdoctoral Workstation", and 8 provincial and ministerial level innovation platforms. In recent years, it has undertaken nearly 30 scientific research projects at or above the provincial and ministerial levels.

It was disclosed in August 2020 that the special stainless steel wire (rope) produced by the company's subsidiary China Steel Products Institute is mainly used in military applications represented by the Shenzhou series of spacecraft, new generation fighters, large military transport aircraft, etc. , special-shaped steel wire is mainly used for large press inserts and mold springs represented by the "Jiaolong" deep-sea exploration project; it was disclosed in February 2021 that the company's current main business includes magnetic materials and inspection and testing services, etc., and the profitability of each business segment is different. Among them, the metal products sector is involved in the military industry.

6. Yingluohua (stock code: 000795)

Yingluohua (stock code: 000795) is a national high-tech enterprise integrating R&D, production and sales. , specializing in the production of high-performance sintered NdFeB, bonded NdFeB and other rare earth permanent magnet products. The company covers an area of ??140,000 square meters, has three production bases, and has an annual production capacity of 6,500 tons of sintered and bonded NdFeB. At present, the company has been able to mass produce N52, N48H, N42SH, N40UH, N38EH and other brands, and is in a leading position in the country.

7. Yilida (stock code: 002686)

Zhejiang Yilida Fan Co., Ltd. (stock code: 002686) was founded in 1994. It is a subsidiary of Zhejiang Provincial State-owned Assets Supervision and Administration Commission. It is a commercial asset holding company; a well-known central air-conditioning fan manufacturer and a building ventilator (engineering fan) manufacturer.

After more than 20 years of persistent pursuit and reform and development, Yilida Group has actively integrated into the global economic and industrial ecology and has become an integrated enterprise integrating wind turbine manufacturing, new energy automobile parts, lightweight materials, etc. green technology manufacturing enterprise.

The polyimide thermal insulation and sound-absorbing materials produced by Qingdao Ocean, the company's holding subsidiary, are mainly used for ship insulation and sound absorption. This product is the first in China to be approved by the military and obtain the "National Level Key New Product" certificate has been applied to surface warships and submarines. In 2019, the Qingdao Military-Civilian Integration Science and Technology Innovation Center project was successfully established.

The company's wholly-owned subsidiary Yingluohua Magnetics is one of the earliest companies in China to produce NdFeB. It not only focuses on high-performance sintered NdFeB and bonded NdFeB rare earth permanent magnet products In the field of development, it also provides high-quality products for the new business field of military tungsten alloy; some of the company's wholly-owned subsidiaries have military qualifications, and there are also cooperative military enterprises.

Leading military and aerospace stocks

Unisoc Microelectronics (sz002049)

The company’s main business is the design and sales of integrated circuit chips, including intelligent security chips, special Integrated circuits and memory chips are undertaken by three core subsidiaries, namely Tongxin Microelectronics, Shenzhen Guowei Electronics and Xi'an Unisoc Guoxin. The quartz crystal component business is undertaken by the subsidiary Tangshan Guoxin Jingyuan.

Zhenhua Technology (sz000733)

The company’s main business is divided into high-tech electronics, integrated circuits and key components, special machines and core components, modern electronic commerce and park services and other four business segments, among which: High-tech electronics mainly includes resistors, capacitors, inductors, switches, relays, contactor electronic components and semiconductor discrete devices, thick film hybrid integrated circuits and other products, which are mainly used for supporting electronic machines and their systems. , this business is the company's basic core business; integrated circuits and key components mainly include lithium-ion batteries (cells) and battery systems, high-voltage vacuum interrupters and other products, which are mainly used in digital products, new energy vehicles, energy storage systems, Supporting power systems, this business is the company's strategic emerging business; special machines and core components mainly include customized services for digital products such as mobile communication terminals, this business is an important supporting business for the company's economic scale; modern electronic commerce and Park services mainly include import and export trade, park power supply, park property management, etc.

Jingjiawei (sz300474)

The company is mainly engaged in the research and development, production and sales of high-reliability electronic products. The products mainly involve the field of graphics display control, small specialized radar field, and chip field. and others. Graphic display and control is the company's existing core business and a traditional advantageous business. Small specialized radars and chips are the company's business direction for vigorous development in the future. During the reporting period, the company always adhered to the development purpose of "customer-centered, striver-oriented; pragmatic and efficient, continuous improvement", committed to technology and comprehensive applications in the fields of information detection, information processing and information transmission, and vigorously developed graphics processing chips and related product development and technical research work, constantly exploring new application markets, and providing customers with highly reliable, high-quality, diversified solutions, products and supporting services. In the first half of 2022, the company achieved operating income of 543.8745 million yuan, an increase of 14.47% over the same period last year, maintaining steady growth.

Aerospace Electrical Appliances (sz002025)

The company’s main business is the development, production and sales of high-end relays, connectors, micro motors, optoelectronic devices, and cable assemblies. The company’s leading products are for It is used in high-tech fields such as aerospace, aviation, electronics, weapons, ships, communications, transportation, and petroleum equipment.

AVIC Shenfei (sh600760)

The company’s main business is aviation product manufacturing. Its main products include aviation defense equipment and civil aviation products. The core product is aviation defense equipment.

AVIC Optoelectronics (sz002179)

The company specializes in the research and development of mid-to-high-end optical, electrical, and fluid connection technologies and products, and specializes in providing interconnection solutions for aviation, defense, and high-end manufacturing plans, and independently developed more than 300 series and more than 250,000 varieties of various connection products. The main products include electrical connectors, optical components and optoelectronic equipment, cable assemblies and integrated products, fluid components and liquid cooling equipment, etc.