Market in recent three weeks
Defense industry (Shenwan) index (- 8.50%), industry (Shenwan) ranking (27 / 31);
Shanghai Composite Index (- 4.54%), Shenzhen Component Index (- 5.81%) and gem index (- 6.75%);
Top 5 (+ 86.72%} 19.687%), + 6.027%};
Top five declines: Kaile Science And Technology Co.Ltd.Hubei(600260) (- 26.71%), Baoji Titanium Industry Co.Ltd(600456) (- 23.59%), Hwa Create Corporation(300045) (- 21.25%), Huaxun Fangzhou Co.Ltd(000687) (- 20.78%), Chengdu Leejun Industrial Co.Ltd(002651) (- 20.78%).
Important events and announcements
From January 12 to 13, China Ordnance Equipment Group Co., Ltd. held a 2022 working conference by video. It was disclosed that all the core indicators of the "three multipliers" in 2021 were achieved, the operating revenue increased by 20.7% year-on-year, the total profit increased by 12.8% year-on-year, the labor productivity of the whole staff increased by 32% year-on-year, and the "two benefits and four rates" index was fully completed, laying a solid foundation for the realization of the objectives of the 14th five year plan.
On January 14, CETC held a 2022 annual working meeting in Beijing, which revealed that the group's operating performance in 2021 reached a record high.
On January 17, AVIC held a 2022 working meeting, which revealed that the economic operation level of the group had been improved in 2021.
On January 18, AVIC's UAV "pterosaur" - 1E UAV independently developed by AVIC successfully completed its first flight.
On January 18, six low orbit broadband communication satellites independently developed by Galaxy Aerospace officially left the factory, which is the first batch of low orbit broadband communication satellites developed by China. The satellites have been delivered to the launch site and will be launched by selected aircraft in the first quarter of 2022. After the successful launch, a satellite internet test network will be built, which can realize continuous communication services for more than 30 minutes at a time.
On January 18, Guanglian Aviation Industry Co.Ltd(300900) announced that the company was planning to issue convertible corporate bonds to unspecified objects.
On January 20, Shaanxi Zhongtian Rocket Technology Co.Ltd(003009) announced that the company plans to raise no more than 495 million yuan through public issuance of convertible bonds. After deducting the issuance expenses, it will be used to invest in the capacity improvement construction project of large-scale hot field material production line (phase II), supplementary construction project of military production capacity conditions and supplementary working capital. On January 20, CNNC held the 2022 annual working meeting, which revealed that in 2021, the group achieved a year-on-year increase of 9.6% in operating revenue, 12.37% in total profit and 10.75% in net profit.
On January 21, China Aerospace Hi-Tech Holding Group Co.Ltd(000901) Group Co., Ltd. held a 2022 annual work meeting in Beijing, which disclosed that the operation quality and benefits of Aerospace Hi-Tech Holding Group Co.Ltd(000901) group increased steadily in 2021, maintained stable and orderly economic operation throughout the year, and achieved a year-on-year increase of 7.5% in total profit and 5.2% in operating revenue.
On January 21, the US "federal Chronicle" website released a document saying that on January 21 local time, the US government decided to announce sanctions against the first Academy of China Aerospace Hi-Tech Holding Group Co.Ltd(000901) group, the Fourth Academy of China Aerospace Science and Industry Corporation and poly Technology Corporation on the grounds of engaging in missile technology proliferation activities.
On January 25, aerospace science and industry group held a 2022 working meeting in Beijing. The meeting disclosed that the operating efficiency of the group enterprises continued to grow in 2021, and the net profit, total profit, operating revenue and profit margin achieved the expected objectives.
On January 25, China Cssc Holdings Limited(600150) group held the 2022 annual working meeting, which revealed that the three major shipbuilding indicators ranked first in the world, realizing a year-on-year increase of 24.5% in total profit and 27.7% in net profit, and the economic benefit reached the best level in history.
On January 25, China electronic information group held a 2022 working conference in Shenzhen. The meeting disclosed that in 2021, the group made an unprecedented historic breakthrough in operating performance.
On January 25, Xiangtan Electric Manufacturing Co.Ltd(600416) announced that the company plans to raise a total of no more than 3 billion yuan (including this amount) through non-public offering. After deducting the issuance expenses, it plans to be used for the serial development and industrialization of on-board special launch equipment system, the serial development and industrialization of rail transit efficient traction system and energy-saving equipment Acquire 29.98% equity of Xiangdian power and supplement working capital.
On January 25, Kangda New Materials( Group) Co.Ltd(002669) announced that Kangda supply chain, a wholly-owned subsidiary of the company, plans to sign the equity transfer agreement with Tianjin Kechuang, and plans to sell 60% equity of yiyuantong held by Kangda supply chain to Tianjin Kechuang at the price of RMB 18 million, so as to concentrate advantageous resources, further focus on the main business, improve industry competitiveness and improve the asset operation efficiency of the company, Reduce management costs. After the completion of this transaction, Kangda supply chain will no longer hold the equity of yiyuantong.
On January 25, Beijing Beimo High-Tech Frictional Material Co.Ltd(002985) announced that the board of directors of the company authorized the management of the company to start the preliminary preparations for the spin off of jinghanyu to be listed on the domestic stock exchange.
On January 26, Jiangsu Maixinlin Aviation Science And Technology Corp(688685) announced that the company plans to implement equity incentive and grant 2.24 million restricted shares to 12 incentive objects, accounting for about 2.00% of the total share capital. The stock grant price is 12 yuan / share.
On January 26, Zhejiang Dali Technology Co.Ltd(002214) announced that the company planned to buy back some shares of the company through centralized bidding trading through the trading system of Shenzhen Stock Exchange. Based on the calculation of the upper limit of repurchase price of 25.00 yuan / share (inclusive), it is estimated that the repurchased shares account for about 0.33% - 0.67% of the total issued share capital of the company. The repurchased shares are used to implement equity incentive or employee stock ownership plan for the core backbone employees of the company.
On January 26, Kuang-Chi Technologies Co.Ltd(002625) announced that the company recently received a notice from its wholly-owned subsidiary, Guangqi cutting-edge. Guangqi cutting-edge signed a procurement business contract with customer a on January 24, 2022, which will provide customer a with a large-scale complex metamaterial structure product, with a contract tax included amount of 1.987 billion yuan.
On January 26, the IPO of Hubei chaozhuo Aviation Technology Co., Ltd. (hereinafter referred to as "chaozhuo aviation technology") was approved. The company plans to be listed on the science and Innovation Board of Shanghai Stock Exchange and raise 279 million yuan for additive manufacturing and production base project, cold spraying process development project of titanium alloy powder and construction project of high-performance target R & D center.
On January 27, the ordnance industry group held a 2022 annual working meeting. The meeting disclosed that the group achieved a total profit of 22.63 billion yuan, a year-on-year increase of 15.5%, a net profit of 17.8 billion yuan, a year-on-year increase of 17.2%, a year-on-year improvement of economic added value of 23.5%, and an operating revenue of 526.9 billion yuan, a year-on-year increase of 7.5%.
On January 27, the Shanghai Stock Exchange released the results of the 7th review meeting of the science and Innovation Board Listing Committee in 2022, and Guandian defense board listing was approved. Guandian defense (whose main business is UAV flight service and data processing, and the R & D, production and sales of UAV system and intelligent defense equipment) will become the first board transfer company after the establishment of Beijing stock exchange.
On January 28, the Information Office of the State Council released the white paper "China's aerospace in 2021". The white paper points out that in the next five years, China will continue to implement the lunar exploration project; We will continue to carry out manned Changzheng Engineering Co.Ltd(603698) , launch the "sky inquiry" experimental module, the "dream" experimental module, the "Sky Survey" space telescope, the "Shenzhou" manned spacecraft and the "Tianzhou" cargo spacecraft, fully build and operate the Chinese space station, build a national space laboratory, and carry out the long-term presence of astronauts, large-scale space science experiments, and the maintenance of the space station platform.
On January 28, Beijing Relpow Technology Co.Ltd(300593) announced that the company plans to issue no more than 70 million A-Shares to specific objects, and the total amount of funds raised is no more than 1.581 billion yuan. It is used to invest in the expansion project of special power supply, the industrialization project of high reliability SIP power micro system products, the expansion project of 5g communication and server power supply, the construction project of R & D center and supplement working capital.
On January 29, Shanghai Huace Navigation Technology Ltd(300627) announced that the company plans to carry out an incentive plan and grant no more than 3.7 million restricted shares to the incentive object (one director and deputy general manager of the company), accounting for about 0.98% of the total share capital of the company, and the stock grant price is 35 yuan / share.
On January 30, Hebei Sinopack Electronic Technology Co.Ltd(003031) announced that the company planned to issue shares to cetc-13 to purchase the assets and liabilities of gallium nitride communication base station RF chip business held by it, planned to issue shares to cetc-13, Huibo Xinsheng and Huibo Xinye to purchase 100% equity of Bowei company jointly held by it, and planned to invest in cetc-13, digital light, smart core interconnection and CETC Capital Kefa, Shunyi Kechuang, Guolian core and SDIC Tianjin issued shares to purchase 100% equity of Guolian Wanzhong. At the same time, the company plans to raise supporting funds through non-public offering of shares for the project construction of the target company in line with relevant industrial policies, and the supplementary working capital of listed companies or target companies. After the completion of this transaction, the listed company will add gallium nitride communication base station RF chips and devices, silicon carbide power chips and their application businesses.
