Market in recent week
Defense industry (Shenwan) index (- 1.62%), industry (Shenwan) ranking (14 / 31);
Shanghai Composite Index (- 1.77%), Shenzhen Component Index (- 0.95%), gem index (+ 1.81%);
Top five increases: Taihai Manoir Nuclear Equipment Co.Ltd(002366) (+ 13.93%), Tianjin 712 Communication & Broadcasting Co.Ltd(603712) (+ 9.28%), Beijing Unistrong Science & Technology Co.Ltd(002383) (+ 8.92%), Guangdong Ganhua Science & Industry Co.Ltd(000576) (+ 7.25%), Beijing Highlander Digital Technology Co.Ltd(300065) (+ 6.99%) Kyland Technology Co.Ltd(300353) (+6.42%)；
Top five declines: Shanghai Hollywave Electronic System Co.Ltd(688682) (- 13.63%), Weihai Guangwei Composites Co.Ltd(300699) (- 9.33%), Jiangsu Shentong Valve Co.Ltd(002438) (- 9.03%), Tianjin Jieqiang Power Equipment Co.Ltd(300875) (- 8.84%), Nancal Technology Co.Ltd(603859) (- 8.36%).
Important events and announcements
On March 13, the Polish parliament passed the law on the protection of the motherland by almost unanimous vote. From next year, the proportion of GDP of military expenditure will be increased from 2% to 3%, and the number of the army will soar from 110000 to 300000. It is necessary to form an armed force of 250000 regular army and 50000 territorial defense army.
On March 14, the Stockholm International Peace Research Institute (SIPRI) of Sweden released the analysis report on the global arms trade from 2017 to 2021. The report pointed out that compared with 20122016, the overall scale of global military trade in 20172021 decreased by 4.6%. The United States and Russia remain the world’s most important exporters. The arms and equipment exports of the United States and France increased significantly, while the arms and equipment exports of Russia decreased. The import of weapons and equipment in Europe increased by 19%, that in East Asia increased by 20%, that in Oceania increased by 59%, and that in South America reached the lowest point in the past 50 years.
On March 14, Sinofibers Technology Co.Ltd(300777) issued an announcement and signed a product order contract with customer a with an amount of 2.169 billion yuan. The subject matter of the contract is carbon fiber and carbon fiber fabric, accounting for 556.94% of the audited operating revenue of the company in the latest fiscal year, and the performance period of the contract is from 2022 to 2023.
On March 15, Avic Heavy Machinery Co.Ltd(600765) announced that it plans to participate in the capital increase project of aviation industry Anji by publicly delisting from Beijing Equity Exchange, and increase the capital of aviation industry Anji by 50 million yuan in cash.
On March 15, Aerospace Ch Uav Co.Ltd(002389) announced that Ningbo dongxucheng has completed the construction and approval of the project with a total investment of 196 million yuan and an annual output of 50 million square meters of reflective film production line according to the plan. The installation and commissioning of main production line equipment have been started, and some equipment have been successfully put into trial production. It is expected that all production lines can be successfully put into operation in May this year.
On March 16, Norinco International Cooperation Ltd(000065) issued an announcement that the application for allotment of 232344498 new shares to the original shareholders was approved by the CSRC.
On March 16, Fujian Torch Electron Technology Co.Ltd(603678) announced that it planned to buy back some shares of the company through centralized bidding transaction for two consecutive years (20222023). The total amount of repurchase funds each year shall not be less than 30 million yuan and not more than 50 million yuan. The price of repurchased shares shall not exceed 75 yuan / share. The repurchased shares are intended to be used to implement equity incentive or employee stock ownership plan.
On March 16, Sinofibers Technology Co.Ltd(300777) issued an announcement to disclose the issuance of shares to specific objects, and determined that the issuance price was 50.55 yuan / share, the number of shares issued was about 395648 million, and the total fund-raising was about 2 billion yuan; The issuing object is finally determined as 13, and the lock-in period is 6 months.
On March 17, zaharova, spokesman of the Russian Foreign Ministry, said that Russia voluntarily withdrew from the European Commission and considered that it was no longer bound by its legal provisions since March 16. Ukrainian President Zelensky said that Ukraine has not been accepted by NATO, but Ukraine will join the EU.
On March 17, a department of the Chinese people’s Liberation Army issued a notice on the inclusion of market products in the list of electronic components on the intranet of the military weapons and equipment procurement information network, inviting research and development units willing to engage in the supply of military electronic components to participate.
At 15:09 on March 17, the long march 4C carrier rocket ignited and took off at Jiuquan Satellite Launch Center, and then put remote sensing 34 02 satellite into the predetermined orbit. The launch was a complete success.
On March 17, Changsha Jingjia Microelectronics Co.Ltd(300474) issued an announcement and signed a strategic cooperation agreement with a company. Taking advantage of their respective advantages in network information security technology, computer hardware and application system software, and aiming at PC equipment and server equipment in various fields dominated by public security, Changsha Jingjia Microelectronics Co.Ltd(300474) jointly researched and developed public security special PC equipment and server equipment based on security technology and industry solutions based on independent security system.
On March 18, Bestway Marine & Energy Technology Co.Ltd(300008) announced that Jiangsu Dajin heavy industry, a subsidiary, intended to sign four 40000 DWT bulk carrier construction contracts with vogeman company of Germany as joint sellers with new Yangzi shipbuilding and Tianhong shipbuilding, with a total price of US $117 million, equivalent to about 747 million yuan.
On March 18, Guangzhou Haige Communications Group Incorporated Company(002465) announced that it had recently received an order contract signed with customers of special institutions, with a total contract amount of about 430 million yuan. The subject matter of the contract was mainly wireless communication, Beidou navigation and supporting products.
