Market in recent week
National defense industry (Shenwan) index (+ 1.96%), industry (Shenwan) ranking (15 / 31); Shanghai Composite Index (+ 0.80%), Shenzhen Component Index (+ 1.78%), gem index (+ 2.93%);
Top five increases: Wuxi Paike New Materials Technology Co.Ltd(605123) (+ 17.91%), Chengdu Zhimingda Electronics Co.Ltd(688636) (+ 12.10%), Beijing Highlander Digital Technology Co.Ltd(300065) (+ 11.37%), North Industries Group Red Arrow Co.Ltd(000519) (+ 10.86%), Kaile Science And Technology Co.Ltd.Hubei(600260) (+ 10.76%);
The top five declines: Beijing Relpow Technology Co.Ltd(300593) (- 6.57%), Fujitec (- 4.98%), Zhuzhou Hongda Electronics Corp.Ltd(300726) (- 4.22%), Fushun Special Steel Co.Ltd(600399) (- 3.61%) and Chengdu Rml Technology Co.Ltd(301050) (- 2.84%).
Important events and announcements
On February 14, Raytron Technology Co.Ltd(688002) plans to issue no more than 1.64 billion convertible bonds to invest in infrared thermal imaging machine project, intelligent photoelectric sensor R & D pilot platform and supplement working capital. It will raise 754 million yuan, 400 million yuan and 486 million yuan respectively.
On February 15, Singapore Air Show officially opened at Changi International Exhibition Center in Singapore. Affected by the epidemic, the aviation industry appeared again at the Singapore air show after four years, highlighting various types of high-tech aviation foreign trade products. It covers five categories: fighter, trainer, helicopter, UAV and regional aircraft, and comprehensively shows the products with high technical level and target market prospect.
On February 15, Harbin Xinguang Optic-Electronics Technology Co.Ltd(688011) announced that it had recently signed a product production contract with a unit for XX long wave infrared imaging optical lens, with a contract amount of 36 million yuan.
On February 15, Jiangsu Shentong Valve Co.Ltd(002438) announced that the company planned to acquire its controlling interest by means of a combination of transferring the existing shares of Dewei shares and increasing the capital of Dewei shares in cash. Dewei Co., Ltd. is one of the well-known enterprises in China’s valve industry. It has been deeply engaged in the overseas market for a long time and is a qualified supplier for many large international oil and gas enterprises. After the completion of this transaction, the company will become the controlling shareholder of Dewei shares.
On February 15, Costar Group Co.Ltd(002189) announced that the company and Zhiyuan company planned to jointly invest 300 million yuan to establish Costar Group Co.Ltd(002189) (Hangzhou) intelligent optoelectronics Co., Ltd. Among them, the company invested 180 million yuan in cash, accounting for 60% of the equity. The cooperation goal is to carry out the research, development and engineering verification of cutting-edge technologies and products in the R & D fields such as intelligent vision, system integration and intelligent security.
On February 16, Fujian Forecam Optics Co.Ltd(688010) announced the 2022 restricted stock incentive plan (Draft), which plans to grant a total of no more than 1149800 shares to 80 incentive objects at a grant price of 10.00 yuan / share. The target value of performance assessment is that the revenue from 2022 to 2024 will reach 1 billion yuan, 1.3 billion yuan and 1.6 billion yuan respectively.
On February 16, China National Software And Service Company Limited(600536) restricted stock incentive plan was approved by SASAC.
On February 17, the civil armed forces in eastern Ukraine said that Ukrainian government forces attacked their area with mortars. The Ukrainian government denied the accusation of launching the attack and said that the army had been attacked by civil armed forces in eastern Ukraine. On February 19, US President Joe Biden said that information from US intelligence agencies prompted him to believe that Putin had made a decision to invade Ukraine, including launching an attack on Kiev, which may take place in the next few days.
On February 18, Guangzhou Haige Communications Group Incorporated Company(002465) announced that the company plans to invest 900 million yuan to set up a wholly-owned subsidiary, Haige tianteng, to provide the physical space platform required by the company’s unmanned system, aviation flight simulation training and other related emerging industries, so as to realize the effective landing and efficient operation of the company’s industrial base.
On February 18, the municipal Party committee announced on the science and innovation board that AVIC (Chengdu) UAV System Co., Ltd. was launched and held the meeting on February 25.
