A strong military can ensure national security. Under the conflict between Russia and Ukraine, the defense policies of many major countries have undergone historic changes. On February 24, 2022, Russian President Vladimir Putin decided to conduct military operations in the Donbas region. Since then, the situation in Russia and Ukraine has continued to escalate and global uncertainty has increased significantly. Under the crisis, many countries in the world reconsider their own security under the competition of big powers, and take this opportunity to adjust their defense policies. Germany, Denmark, Poland, Sweden, Italy, Japan, Australia and other countries have successively announced an increase in military spending. Among them, Germany stated that it would increase military spending to more than 2% of GDP, which is the first significant increase in the national defense budget after the reunification of the two Germany. Japan has even made comments on “sharing nuclear weapons” and “amending the constitutional provisions of” giving up the right to wage war “. In addition, Sweden, Finland, Switzerland, Austria and other countries that have been neutral in geopolitical relations for a long time have also changed their defense positions significantly. The threat of a new round of global arms race may have come quietly.
China’s regional security issues are complex and severe, and the national defense capacity-building under the framework of the overall national security concept is very important. Since 1993, Russia’s demand for NATO’s non eastward expansion has been constantly challenged. The important warning of the Russian Ukrainian conflict to Western Europe and even East Asian countries is that when a country’s bottom line is challenged, military action is the last and most direct solution. As the world’s second largest country in GDP, China is the “only country in the world that has not yet achieved complete reunification”, and it is also one of the countries with the most complex peripheral security situation in the world. In 2014, the general secretary of Xi Jinping put forward the major strategic thought of “overall national security concept” for the first time and wrote it into the constitution of the Communist Party of China, which clearly pointed out that “development is the basis of security, security is the condition of development, only a rich country can build a strong army, and only a strong army can defend the country”. When foreign minister Wang Yi met with Deputy Secretary of state Sherman of the United States, he put forward China’s three bottom lines. The Ministry of Defense said that if it threatened China’s bottom line, it would resolutely fight back, and the Chinese army would take all necessary measures.
Taking the conflict between Russia and Ukraine as a mirror, re-examine the thinking of equipment development under asymmetric warfare. The conflict between Russia and Ukraine is a typical asymmetric battle, and there are many contents worthy of reference and reflection in the application of various equipment and technologies. 1) Precision guided weapons are still the main means in modern warfare. They can accurately strike military targets while avoiding the proliferation of casualties. Russia achieved great results with precision guidance on the first day and night of the Russian Ukrainian conflict. 2) Mobile vehicles are the bridge to realize large-scale troop delivery and logistics supply. Wheeled armored vehicles and large transport aircraft have played an important role in this operation, but it should also be noted that only mastering air control can ensure the safety of transportation. 3) Electronic warfare and information warfare play an increasingly prominent role in modern warfare. Their significance is not limited to the acquisition of battlefield information and the interference to radiation targets. They also begin to play an important role in the fields outside the battlefield, such as urban communication and power distribution. 4) The combat capability of individual soldiers can not be ignored. Ukraine has damaged Russian helicopters and armored vehicles only with the aid of “stinger” shoulder missiles, which is more cost-effective. At the same time, information terminals and night vision equipment are also necessary guarantees for joint operations and operations under multi terrain and multi meteorological conditions. 5) Nuclear force is necessary, but its main significance lies in the “nuclear deterrence” under the principle of active defense, which is the strategic cornerstone of safeguarding national sovereignty and security. Investment proposal and investment object
Under the background of increasing global uncertainty, in order to ensure national development and security, China’s military equipment capacity still has a lot of room for development. It is suggested to pay attention to relevant enterprises serving the construction and supporting of main battle equipment. Including in the field of main battle equipment: Avic Shenyang Aircraft Company Limited(600760) ( Avic Shenyang Aircraft Company Limited(600760) , not rated), Avic Xi’An Aircraft Industry Group Company Ltd(000768) ( Avic Xi’An Aircraft Industry Group Company Ltd(000768) , not rated), Inner Mongolia First Machinery Group Corporation Co.Ltd(600967) ( Inner Mongolia First Machinery Group Corporation Co.Ltd(600967) , bought); In the field of precision guidance: Jiangxi Hongdu Aviation Industry Co.Ltd(600316) ( Jiangxi Hongdu Aviation Industry Co.Ltd(600316) , not rated), Hubei Feilihua Quartz Glass Co.Ltd(300395) ( Hubei Feilihua Quartz Glass Co.Ltd(300395) , buy), Shanghai Hugong Electric Group Co.Ltd(603131) ( Shanghai Hugong Electric Group Co.Ltd(603131) , not rated); In the engine field: Avic Heavy Machinery Co.Ltd(600765) 855, not rated); In the field of informatization: China Zhenhua (Group) Science & Technology Co.Ltd(000733) ( China Zhenhua (Group) Science & Technology Co.Ltd(000733) , overweight), Avic Jonhon Optronic Technology Co.Ltd(002179) ( Avic Jonhon Optronic Technology Co.Ltd(002179) , buy), Guizhou Space Appliance Co.Ltd(002025) ( Guizhou Space Appliance Co.Ltd(002025) , buy), Fujian Torch Electron Technology Co.Ltd(603678) ( Fujian Torch Electron Technology Co.Ltd(603678) , Unrated), China Avionics Systems Co.Ltd(600372) ( China Avionics Systems Co.Ltd(600372) , overweight), Zhonghang Electronic Measuring Instruments Co.Ltd(300114) ( Zhonghang Electronic Measuring Instruments Co.Ltd(300114) , buy); In the field of raw materials: Baoji Titanium Industry Co.Ltd(600456) ( Baoji Titanium Industry Co.Ltd(600456) , not rated), Western Superconducting Technologies Co.Ltd(688122) ( Western Superconducting Technologies Co.Ltd(688122) , not rated), Avic Aviation High-Technology Co.Ltd(600862) ( Avic Aviation High-Technology Co.Ltd(600862) , bought), Weihai Guangwei Composites Co.Ltd(300699) ( Weihai Guangwei Composites Co.Ltd(300699) , bought), Sinofibers Technology Co.Ltd(300777) ( Sinofibers Technology Co.Ltd(300777) , not rated); And frontier technology fields: Xiangtan Electric Manufacturing Co.Ltd(600416) ( Xiangtan Electric Manufacturing Co.Ltd(600416) , not rated), Huaqin Technology (688281, not rated), Harbin Xinguang Optic-Electronics Technology Co.Ltd(688011) ( Harbin Xinguang Optic-Electronics Technology Co.Ltd(688011) , bought), etc.
Risk tips
There are certain uncertainties in the research and development progress of weapons and equipment technology; Regional conflicts and development are sudden.
