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Summary [ “Hang combination” off three months rose to 35%! Blazing red military unit but also how long] August 18, the military unit broke out again, more than just “Hang prefix” military stocks daily limit. Since mid-May, the stock market continued strength in military, defense industry index rose 35%. For this round up, fund managers believe that the fundamentals are still the main determining factor, due to the high degree of industry boom, production and operation, results of operations and other performance to improve, and military enterprises as the representative of Chinas advanced manufacturing, high-quality long-term bullish on the track business investment value. (China Securities Journal)

August 18, the military unit broke out again, more than just “Hang prefix” military stocks daily limit. Since mid-May, the stock market continued strength in military, defense industry index rose 35%.

For this round up, fund managers believe that the fundamentals are still the main determining factor, due to the high degree of industry boom, production and operation, results of operations and other performance to improve, and military enterprises as the representative of Chinas advanced manufacturing, long-term optimistic about the investment value of the track quality companies.

military stocks continued strength

August 18, the collective defense stocks higher, and more stocks intraday limit. At the close, one hundred billion military aircraft motive leading shares rose 4.71 percent, the SAC rose 5.63%, Hang hair control, Bo Yun new material, equipment, etc. Qin day trading, the shares rose 9.41 percent in the straight.

index level, the defense industry index rose 2.23 percent, since mid-May, the index all the way to shock rise, rose as high as 35%.

It is noteworthy that, once quiet after the military ETF, the recent capital in and out frequently, trading was active. With the largest military Cathay Securities ETF, for example, July 19 to August 18, the fund net inflows of about 2.765 billion yuan, the transaction amounted to 34.659 billion yuan, ranking fourth among all A-share ETF, only inferior to the Shanghai 50ETF, securities ETF and Shanghai 300TF.

Broker: It is another logic

Military stocks in the bottom of the bottom in the first half of the year, but it has recently become one of the popular tracks. Previously, the famous analyst Zhang Yiyong said that the current military is very like a new energy car in the first two years. When investigating some unmarket military enterprises, it has been found that there have been so many orders and such a high boost for decades. Degree, but the market has not responded yet.

In this regard, Xu Yuxiang, an Anxin Securities Investment Advisor, said that the order is good, the boom is not fresh, and when any periodic industry will have a boom, the current military stocks are already another logic, value The cycle is also very different. Although the military enterprise annual reports or even a quarter is lower than expected, military companies are representatives of Chinas advanced manufacturing, whether in terms of product technology, or in product applications, it is in the rising stage, and the rise of military in the long-term journey is undoubtedly. . He believes that military industry growth may perform in the near future, especially in the second half of the year, military enterprises are especially worthy of attention, leading companies are likely to have more prominent growth, and important is to pay attention to the quality and logic behind the growth. This time, the excellent performance of military workers represent this expectation.

Fund Manager: Optimistic to the future military industry

Military stocks in the recent “Thinking”, is it a short-term theme speculation, or truly long-term investment opportunities? In this regard, Bo Time Fund said that the military sector has strong theme investment color, susceptible to external incidents, and the volatility is relatively large. However, from a longer-term dimension, the stock price of military enterprises is still determined by fundamental factors, including the industry development prospects, production and operation status, operating results. From the fundamentals, it is optimistic about the performance of the military industry in the next 2-3 years. In the context of the finals of the military industry in the next 5-10, many investment opportunities will have a lot of investment opportunities. Some quality military enterprises have a large growth space, still optimistic about the fundamental, and the future growth has great potential. Good company, strive to get the benefits of enterprises.

Xinhua Fund said that the National Defense Military Index returned to the beginning of the year, but the stock has a large fluctuation, and the short-term increase is from the early adjustment and expectations for long-term growth. Military procurement orders are determined, and the leading company is stable. PrecisionGuide weapons, advanced fighters, etc. Key equipment into the press stage. The core equipment pulls the growth of the industrial chain, related upstream materials and components, and the downstream host factory benefits. At the same time of ensuring the construction of defense, high-end manufacturing and development. The international competition is diversified. With the continuous improvement of my countrys economic strength, the first-class military power that matches it is necessary, the industry maintains rapid growth, and long-term high-quality company has investment value.

Some public fund funds Jiao wareroom in advance

In actually, the public fund funds were launched in advance, new or increasing some military stocks in advance.

Guolin Ruibin National Security Flexible Confliction In the second quarter, Hang Dafa controlled, holding stocks of 3020.04 million shares, accounting for 2.64% of the circulation A shares, 13008,400 shares in the first quarter, increase Hold a 17 million shares. At the same time, in the second quarter, there is also Huatai Bo Rui actively grow mixed, and enjoy the funds for one year, and the number of shareholdings is tens of thousands of shares to 1.2 million shares.

At the same time, the national security and flexibility and flexibility and flexibility of Navity control were increased, and the second quarter further increased the intensive shares, 1353.13 million shares in the first quarter. Based on, 1786,700 shares of 15.318 million shares were once again bought. At the same time, there is a total of 10 funds in the first quarter, and the stock has a total of 15 funds in the second quarter, including the mixing of the Wanchao Choice, Jingshun Great Wall quantified the selected stock, Bo Tun, Hengsheng a year holding period mix, etc. fund. However, Dong Chengfei managements intensive trend investment has a mix of 9.69 million shares during the first quarter, but sells all in the second quarter.

There is also a total of China Aviation Shen Fei and Air Expansion in the second quarter. Among them, in China Aviation Subei Fei, the fund companys fund is consistent, and 8 funds have a total of 8 funds in the rich funds, and the 28.93 million shares in the first quarter have been increased to 34.32 million shares; Yiquda Fund is also carried out in the second quarter. Increased, from 1,269.1 million shares in the first quarter to 185.217 million shares; Guofin Fund, Huaxia Fund, Cathay Fund, Penghua Fund, etc. have been incorporated.

 

The difference between the public fund for the driving power, the second quarter wasThe rich fund has been reduced by more than 1 million shares, and the Cathaya fund has been reduced by more than 3 million shares; but it is also more than the Suzaku Fund, Penghua Fund.

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