There are broad prospects for investment in the field of equipment in the military industry
In the field of equipment in the military industry, aviation equipment, guidance equipment and engines have always occupied a core position. These areas are not only the locomotives that lead demand, but also the focus of continuous investment in the military industry. With the expansion of international perspectives and in-depth analysis of industrial chain enterprises, we foresee a recovery in these core areas in 2024, which has long-term investment value.
Since the concept of "new domain and new quality" was put forward at the end of 2022, it has quickly become the focus of the military industry. It covers the expansion of the space field, the innovation of the winning mechanism, the rapid development of science and technology and the new mode of equipment, indicating the most potential investment direction of the military industry in the next 3-5 years.
In terms of expanding the space field, the military industry is moving from traditional ground equipment to two new fields: "space" and "underwater." This shift not only broadens the horizons of the military industry, but also provides new investment opportunities for investors. With the continuous advancement of technology, space and underwater equipment will become a new growth point for the military industry.
The innovation of the winning mechanism reflects the changes in modern warfare. Modern warfare no longer relies solely on physical destruction, but decides victory or defeat through electronic countermeasures, cyber attack and defense, and other scientific and technological means. Therefore, electronic warfare equipment and network security equipment will become an important investment direction in the military industry.
The rapid development of science and technology has also brought new opportunities to the military industry. The application of emerging technologies such as stealth technology, additive manufacturing technology, hypersonic technology, and unmanned technology has greatly improved the performance of equipment. The application of these technologies not only improves the combat capability of equipment, but also brings new growth points to the military industry.
* The new modality of equipment heralds a change in the shape of warfare in the future. The wide application of unmanned aerial vehicles (UAVs) and the development of intelligent equipment will become a new trend in the military industry. The development of these new modal equipment will bring new investment opportunities to the military industry.
In addition, emerging technology industries such as domestic large aircraft, satellite Internet, and unmanned aerial vehicles (low-altitude economy) are also worthy of investors' attention. Although these industries are in different stages of development, they all have huge market potential and development prospects.
In 2023, the domestic large aircraft will officially open a new chapter in commercial operation, marking the maturity and improvement of its business model. Looking forward to 2024, domestic large aircraft will usher in more investment opportunities. With the closed-loop business model and the continuous expansion of market capacity, domestic large aircraft will become an important growth point in the military industry.
At the same time, 2024 is also the first year of satellite Internet construction. In this area, commercial launch vehicles have made significant progress as a technological bottleneck. In 2023, China successfully launched two liquid rockets, and in 2024, commercial solid rockets with large capacity were also successfully launched, and flight tests of reusable vertical take-off and landing commercial rockets were also successful. These technological advances have laid a solid foundation for the development of satellite Internet and also provided new investment opportunities for investors.
MilitaryConcept main net ** frontEightFirst Name** (24-02-22):
First place, Hengwei Technology (18.1 billion) The company focuses on the R&D, sales and service of intelligent system solutions, and is a leading provider of network visualization infrastructure and embedded and converged computing platforms in China. Its main business areas cover information security, network and signaling monitoring, and military industry, and are committed to providing customers with industry-leading products and solutions. In view of the important direction of China's national defense investment, the company's intelligent system is closely related to the military field, and various embedded systems and intelligent system technologies are widely used in military equipment and information systems. Therefore, the trend of military informatization and military-civilian integration will actively promote the rapid development of the field of intelligent system platforms.
Second place, Yunsai Zhilian (16.4 billion) Yunsai Zhilian is an information technology service company focusing on cloud computing and big data, industry solutions and intelligent products, with the vision of becoming a first-class smart city integrated solution provider and operator in China. In the field of IT solutions and cloud services, the company obtains revenue by providing IT solutions for government and enterprise customers, and its business covers general software product sales, deployment, customized development, technical training, etc. In addition, the company also provides various cloud computing related services, including cloud resource resale, cloud service MSP, etc., and independently develops the cloud management platform CMP. In the field of military industry, the company's radar business has been applied to various types of naval ships.
Third place, Nanjing Panda (11.6 billion) Nanjing Panda has three core businesses: modern digital city, industrial Internet and intelligent manufacturing and service-oriented electronics manufacturing. The main products include industrial robots, smart factories, intelligent system engineering, etc. In the field of intelligent manufacturing, the company has completed a number of research and development such as new controllers, high-precision general industrial robots, and intelligent assembly systems for LCD glass factories.
Fourth place, Inspur Information (11.5 billion) Inspur Information is the world's leading provider of IT infrastructure technologies, products, solutions and services, covering servers, storage, databases and AI accelerators. The company is a global leader in AI computing, open computing, cloud computing, edge computing and other fields. In recent years, the company has increased investment in the research and development of smart computing, and promoted the wide application and digital transformation of artificial intelligence, big data, cloud computing, and the Internet of Things.
Fifth place, special information (10.4 billion) The main business of Tefa Information covers four major industries: "optical fiber and cable + intelligent access + military informatization + intelligent service". As the earliest high-tech enterprise in China for the development and production of optical fiber and cable, wiring network equipment and communication equipment, Chengdu Fourier focuses on the research and development and manufacturing of military information equipment.
Sixth, Wanrun Technology (7773.)830,000) Wanrun Technology is mainly engaged in LED component packaging, LED lighting applications and advertising media business. Its products include SMD LEDs, in-line LEDs, etc., which are widely used in communications, home appliances, consumer electronics and other fields. In addition, the company is also involved in smart home, automotive electronics, fire security and other fields.
Seventh place, SDIC Intelligent (7577.).280,000) SDIC Intelligence's main business is electronic data forensics and network information security products and related services. As a big data company controlled by a central enterprise, the company has accumulated core technologies and rich experience in the fields of electronic data forensics and public safety big data. Its products include cyberspace security products, big data intelligent platforms, etc., serving urban management, emergency management and other fields.
Eighth place, Emicon (5207.)560,000) Emicon focuses on the overall solutions and services for the whole life cycle of digital physical foundations such as cloud computing and data centers. As a green solution service provider for the whole life cycle of data center infrastructure, the company provides customers with overall services of green energy saving, intelligent integration, and intelligent operation and maintenance, and its products and technologies are widely used in many fields such as the Internet and first-class operators.