Core view
Looking at the development of new equipment from the procurement demand of military “meta universe”: according to the news of the securities times, on December 14, Beijing Institute of electronic engineering released the military demand announcement of “Research on virtual twin meta universe collaborative modeling and simulation method”, and the procurement stage is pre research. According to the announcement, the research objectives of the above projects are: to carry out technical research on the description method of meta universe system supporting the complexity / dynamics of virtual twins and other technologies in view of the new concepts and new enlightenment brought by the new virtual environment interaction concepts such as meta universe and virtual twin to combat training, so as to form a collaborative editing platform for virtual space of combat mission scenario, Explore the modeling and simulation method of digitally connecting equipment to meta universe scene, so as to provide technical basis for multi person collaborative scene editing in military training and other applications. Affected by this news, the stock prices of equipment digitization related enterprises rose sharply this week, and the stock prices of visualizing technology, Hwa Create Corporation(300045) , Wuhan Xingtu Xinke Electronics Co.Ltd(688081) rose by more than 20%.
Modern war has gradually evolved from mechanized war to information war. The role of traditional weapons and equipment in war is gradually weakening, and the information warfare system is playing a more and more important role. The national defense industry is developing in the direction of high technology, high intensity and high synthesis, and the development focus is changing from quantity and scale to quality and efficiency. China has clearly promoted the compound development of mechanization and informatization in national defense construction. Focus on Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568) , Addsino Co.Ltd(000547) , Wuhan Xingtu Xinke Electronics Co.Ltd(688081) with certain product applications in the field of virtual simulation platform and simulation training, and Hwa Create Corporation(300045) in the field of high-end equipment simulation and testing, as well as the visualization technology of equipment informatization comprehensive solution provider.
Grasp the main line of aviation equipment investment, and the independent and controllable growth of military electronics is high: 1) the contract liabilities of the main engine factory + verification of advance receipts, and the growth of the aviation industry chain will continue to be realized. The performance transmission is effective. From the main engine plant and engine system, to the engine body system and parts, and then to the upstream raw material plate, the whole industry chain has strong momentum and certainty. The OEM pays attention to Avic Shenyang Aircraft Company Limited(600760) , Avic Xi’An Aircraft Industry Group Company Ltd(000768) , Jiangxi Hongdu Aviation Industry Co.Ltd(600316) , Avicopter Plc(600038) , Aecc Aviation Power Co Ltd(600893) ; Body system concerns Avic Electromechanical Systems Co.Ltd(002013) , China Avionics Systems Co.Ltd(600372) , Aecc Aero-Engine Control Co.Ltd(000738) , Beijing Beimo High-Tech Frictional Material Co.Ltd(002985) ; Aviation parts focus on Avic Heavy Machinery Co.Ltd(600765) , Wuxi Paike New Materials Technology Co.Ltd(605123) , Chengdu Ald Aviation Manufacturing Corporation(300696) ; Metal materials focus on Baoji Titanium Industry Co.Ltd(600456) , Gaona Aero Material Co.Ltd(300034) , Jiangsu Toland Alloy Co.Ltd(300855) . 2) The certainty of missile weapons and equipment benefits from practical military training. The independent control of military electronics in the field of high-end equipment brings high growth. We pay attention to Chengdu Tianjian Technology Co.Ltd(002977) , Beijing Relpow Technology Co.Ltd(300593) , Avic Jonhon Optronic Technology Co.Ltd(002179) , Guizhou Space Appliance Co.Ltd(002025) , Beijing Yuanliu Hongyuan Electronic Technology Co.Ltd(603267) , Chengdu Corpro Technology Co.Ltd(300101) , Beijing Fjr Optoelectronic Technology Co.Ltd(688272) .
Risk warning: the epidemic situation fluctuates and the military expenditure investment is less than expected; Equipment R & D progress and procurement progress are less than expected; Mass production leads to price decline; Industry competition intensifies.
