In March this year, the State-owned Assets Supervision and Administration Commission (SASAC) emphasized its support for the most advanced military enterprisesEncourage them to strengthen their own strength, and guide the best enterprises to actively support the construction of the national defense army
Zheshang ** believes that entering to"14th Five-Year Plan"The second half,The national defense industry is expected to usher in an accelerator for the modernization of equipmentIt means that the national defense industry will face more development opportunities.
Everbright ** pointed out that national defense and military spending determines the overall procurement scale of the military industryThere is still a lot of room for growth, and the expenditure structure will continue to be optimized, which will steadily increase the total demand of the industry.
It is understood that the national defense budget in 2023 will be about 1,553.7 billion yuan, a year-on-year increase of 72%, which is the eighth consecutive year that China's defense budget has maintained a single-digit growth;The fundamentals of the domestic military industry continue to improve, China puts a rich country and a strong army in an important position, and new orders for the military industry continue to increaseIt will bring development opportunities to related military enterprises.
Let's continue to take stock of some of the most profitable national defense and military stocks for readers!
According to statistics:A total of 7 national defense and military industries reported a net profit of more than 1 billion yuan in the third quarterThese 7 shares are:AVIC Optoelectronics, China Shipbuilding, AVIC Shenfei, Zhenhua Technology, AVIC Airborne, Aviation Power, AVIC Heavy Machinery;
Among these defense and military stocks,China's shipbuilding report has the highest growth rate in the third quarterThe company achieved a net profit of 256.1 billion, with a net profit growth rate of 7482%, and achieved a net profit of 200.8 billion yuan, a year-on-year increase of 5821%；
AVIC airborne followedThe results of the third quarter show that the company achieved operating income of 2073.1 billion yuan, a year-on-year increase of 296%, and the net profit during the period was 165 billion yuan,This is an increase of 41 over the same period last year83%；
In addition, the performance growth rate of more than 20% also has AVIC Shenfei and AVIC OptoelectronicsThe growth rate of net profit in the three quarters was respectively. 64%, while Zhenhua Technology, Aviation Power, and AVIC Heavy Machinery all achieved a performance growth rate of more than 5%;
From the perspective of market performance, these six "national defense and military" concept stocks performed poorly during the yearOnly Chinese ships achieve **;
Entering 2023, the share price of China Shipbuilding will be the highest in the company's share price to 3388 yuan shares, the stock price has been **31 since the beginning of this year67%；
AVIC Optoelectronics: net profit of 28 in the third quarter900 million yuan, a year-on-year increase of 266%；
The largest military photoelectric connector manufacturer in China, the company is engaged in the research and development of high-end optical, electrical, and fluid connection technologies and products, providing interconnection solutions for aviation, defense and high-end manufacturing.
China Shipbuilding: Net profit in the third quarter was 25600 million yuan, a year-on-year increase of 748%；
The company is a civil shipbuilding enterprise with international competitiveness, and is also a listed company in the core civilian products and main business of CSSC, and is one of the most important overall units of R&D, design and manufacturing of military and civilian ships in China.
AVIC Shenfei: Net profit of 23 in the third quarter600 million yuan, a year-on-year increase of 358%；
AVIC Shenfei is one of the leading manufacturers of aviation defense equipment in China, the company's main business is the manufacture of aviation products, the main products include aviation defense equipment and civil aviation products, and the core products are aviation defense equipment.
Zhenhua Technology: Net profit of 20 in the third quarter500 million yuan, a year-on-year increase of 104%；
A manufacturer of new electronic components and mobile communication terminals, the company said on the interactive platform that the company's products can be used in satellite communications such as China Satellite and China Satcom and 6G related fields.
AVIC Airborne: Net profit of 16 in the third quarter500 million yuan, a year-on-year increase of 418%；
AVIC Airborne is a subsidiary of Aviation Industry Corporation of China, and its main business avionics is the core of the aviation manufacturing industry chain
Hangfa Power: net profit of 10 in the third quarter300 million yuan, a year-on-year increase of 64%；
The company is a large-scale aero engine manufacturing base enterprise in China, has mastered the core technology of aero engine manufacturing, and has successfully adopted the isothermal precision forging technology of titanium alloy damping boss blades for the first time in China
AVIC Heavy Machinery: Net profit of 10 in the third quarter200 million yuan, a year-on-year increase of 122%；
The company is China's strongest and largest high-pressure plunger hydraulic pump motor research and manufacturing base, the company's products are widely used in domestic and foreign aerospace, new energy and other fields, aviation forging product technology in the domestic leading level;
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