Market in recent week
Defense industry (Shenwan) index (- 2.28%), industry (Shenwan) ranking (30 / 31); Shanghai Composite Index (+ 2.19%), Shenzhen Component Index (+ 1.29%), gem index (+ 1.10%); Top five increases: Shanghai Fudan Microelectronics Group Co.Ltd(688385) (+ 17.88%), Baoji Titanium Industry Co.Ltd(600456) (+ 8.87%), Chengdu Xiling Power Science & Technology Incorporated Company(300733) (+ 8.54%), Hefei Jianghang Aircraft Equipment Co.Ltd(688586) (+ 8.25%), Beijing Unistrong Science & Technology Co.Ltd(002383) (+ 8.17%) North Industries Group Red Arrow Co.Ltd(000519) (+5.8%)； Top five declines: Chengdu Spaceon Electronics Co.Ltd(002935) (- 10.91%), Kyland Technology Co.Ltd(300353) (- 10.51%), Beijing Andawell Science& Technology Co.Ltd(300719) (- 10.48%), Chengdu Zhimingda Electronics Co.Ltd(688636) (- 10.39%), Gaona Aero Material Co.Ltd(300034) (- 8.95%).
Important events and announcements
On March 28, the US Department of Defense announced the budget requirements for fiscal year 2023. In the budget requirements for fiscal year 2023, the US federal government allocated US $813.3 billion for national defense, of which the US Department of defense accounted for us $773 billion, an increase of 4.1% over the approved budget of the US Department of defense in fiscal year 2022. Among them, nearly $56.5 billion is used for air force platforms and systems; More than $40.8 billion for maritime power; Nearly $12.6 billion was spent on the modernization of US Army and Marine Corps Combat Vehicles. In addition, more than 130.1 billion US dollars have been allocated for research and development. “This is an unprecedented high level,” said US Defense Secretary Austin
On March 28, Beijing Highlander Digital Technology Co.Ltd(300065) issued an announcement that the holding subsidiary Hailan cloud and Singapore company atlastechnologymanagement PTE Ltd. signed the first submarine data center service procurement contract in the overseas market and purchased the server service of a data warehouse of the submarine data center from Hailan cloud. The service period is five years and the service fee is RMB 29.45 million (excluding the server).
On March 29 local time, Russia and Ukraine made positive progress in a new round of face-to-face negotiations in Istanbul, Turkey. A week later, the two delegations will formulate a more detailed draft treaty and promote the meeting of Russian and Ukrainian presidents as soon as possible. The major achievements of the Russian Ukrainian peace talks include: first, Ukraine exchanges a permanent neutral non nuclear state for a strong national security guarantee, and Russia does not oppose Ukraine’s accession to the EU; Second, the two sides will hold talks on a package of issues such as ceasefire, and the presidents of the two sides may meet and negotiate; Third, the territorial issues of the Donbas region and the Crimean peninsula can be “negotiated”; Fourth, in order to enhance mutual trust, Russia has significantly reduced its military operations in Kiev and Chernigov regions.
At 17:50 on March 29, at the new launch station of Taiyuan Satellite Launch Center, China’s new carrier rocket Long March 6 was ignited and took off for the first time. The rocket successfully put pujiang-2 satellite and tiankun-2 satellite into the predetermined orbit, and the launch mission was a complete success.
At 17:50 on March 29, China’s first solid-liquid bound carrier rocket, the Long March 6 to remote-1 rocket, carrying the “tiankun-2” satellite, was successfully launched in Taiyuan Satellite Launch Center. The “tiankun-2” satellite successfully entered the predetermined orbit, the Cecep Solar Energy Co.Ltd(000591) sailboard was carried out smoothly, the subsystems were in normal working condition, and the launch mission was a complete success.
On March 29, Avic Xi’An Aircraft Industry Group Company Ltd(000768) announced that according to the needs of relevant business development of the company and its subsidiaries in 2022, the deposit limit of related transactions between the company and its subsidiaries and aviation industry finance in 2022 will be increased from 14 billion to 75 billion, the loan limit will be increased from 8 billion to 15 billion, and the comprehensive credit line will be increased from 10 billion to 17 billion.
On March 29, Kangda New Materials(Group) Co.Ltd(002669) announced that the application for non-public offering of A-Shares was approved by the issuance Review Committee of the CSRC.
On March 29, the CSRC issued the reply on Approving the registration of Longxin Zhongke’s initial public offering. According to the prospectus, Godson Zhongke plans to issue no more than 41 million shares in this IPO, and plans to raise 3.512 billion yuan to invest in the R & D and industrialization of advanced process chips, the R & D and replenishment of working capital of high-performance general graphics processor (GPU) chips and systems.
On March 29, Inner Mongolia First Machinery Group Corporation Co.Ltd(600967) announced that beichuang company, a wholly-owned subsidiary, signed a purchase order for 820 railway wagons and spare parts with the procurement department of the Ministry of Railways of Pakistan, with a total contract amount of US $416428 million (equivalent to about 265 million yuan)
At 10:29 on March 30, at China Jiuquan Satellite Launch Center, the Long March 11 carrier rocket lifted the tianping-2 a, B and C satellites to take off in the way of “one arrow and three stars”. Then the satellite successfully entered the predetermined orbit and the launch mission was a complete success.
At 10:29 on March 30, the “tianping-2a satellite” developed by the space engineering company of the second Academy of Aerospace Science and industry of China was successfully launched by the Long March 11 carrier rocket. The satellite entered the predetermined orbit and the launch mission was a complete success. The satellite mainly provides services such as atmospheric space environment measurement and orbit prediction model correction.
On March 30, Avic Aviation High-Technology Co.Ltd(600862) announced that AVIC composite materials Co., Ltd., a wholly-owned subsidiary, received 150 million yuan of industrial development support fund from Shunyi District People’s Government of Beijing, which was specially used for the investment and construction of follow-up workshops of composite materials in aviation industry.
On March 30, Jiangxi Hongdu Aviation Industry Co.Ltd(600316) issued an announcement that it planned to increase the capital and shares of its subsidiary Jiangxi Changjiang General Aviation Co., Ltd. by means of public listing in the property right transaction, and introduced an investor, with a raised capital of no less than 19.5 million yuan. The company will give up the priority of capital increase in this capital increase. After the completion of this transaction, Changjiang navigation will no longer be included in the scope of the company’s consolidated statements.
On March 31, China Cssc Holdings Limited(600150) announced that the wholly-owned subsidiary Jiangnan Shipbuilding United China Cssc Holdings Limited(600150) Industrial Trade Co., Ltd. and adnoclogistics & services of Abu Dhabi National Oil Company signed a construction contract for two 175000 m3 LNG carriers. This type of order is the first order directly facing the international market for oil and gas companies in the field of large LNG ships by Chinese shipyards, creating a precedent for direct cooperation between Chinese shipyards and international oil and gas companies in the field of large LNG ship construction.
On April 1, Guandian Defense issued an announcement. After review, the Shanghai Stock Exchange agreed that the company would be listed on the science and Innovation Board of the Shanghai Stock Exchange.
On April 2, Beijing Aerospace Changfeng Co.Ltd(600855) released the plan for non-public offering of A-Shares in 2022, and planned to raise a total amount of no more than 325 million yuan to invest in the verification capacity construction project of energy storage power supply, the development and production capacity improvement project of domestic high power density module power supply, the development and industrialization project of integrated border and coastal defense detection equipment and system platform based on artificial intelligence, and the R & D capacity improvement project of customized infrared thermal imager, And replenish working capital.
