Market in recent week
National defense industry (Shenwan) index (+ 2.08%), industry (Shenwan) ranking (17 / 31);
Shanghai Composite Index (+ 2.02%), Shenzhen Component Index (+ 2.64%), gem index (+ 2.51%);
Top five gainers: St Xinyan (+ 38.18%), Hangjin Technology Co.Ltd(000818) (+ 17.79%), ST Haihe (+ 17.48%), Chengdu Zhimingda Electronics Co.Ltd(688636) (+ 14.15%), Beijing Fjr Optoelectronic Technology Co.Ltd(688272) (+ 12.22%);
Top five declines: Weihai Guangtai Airport Equipment Co.Ltd(002111) (- 15.34%), Sinofibers Technology Co.Ltd(300777) (- 6.11%), Tongyi Aerospace (- 4.99%), Tianjin 712 Communication & Broadcasting Co.Ltd(603712) (- 4.75%), Jiangsu Maixinlin Aviation Science And Technology Corp(688685) (- 4.01%).
Important events and announcements
On May 14, Shenzhen H&T Intelligent Control Co.Ltd(002402) announced that Chengchang technology, a spin off subsidiary, was listed on the main board of Shenzhen Stock Exchange and was approved by the CSRC.
On May 16, the US Air Force announced that it had successfully conducted a hypersonic weapon test last week. The test was conducted in Southern California on May 14. The B-52 bomber launched the “air launched rapid response weapon (arrw)”, and its flight speed reached Mach 5. Heath Collins, executive officer of the US Air Force weapons program, said that this success was a “great achievement” for the US air force, research and development enterprises and project teams.
On May 16, China Cssc Holdings Limited(600150) group held a three-year action promotion meeting on the reform of state-owned enterprises. The meeting stressed the need to coordinate and do a good job in various reform work, especially to ensure that key idea enterprises and pilot enterprises complete their tasks with high quality.
On May 17, Westone Information Industry Inc(002268) announced that it planned to acquire the equity of Guangzhou 30 guards from Shanghai 30 guards and xinlonghao with its own funds. This acquisition can promote the implementation of the company’s strategic planning, strengthen the company’s localized competitive advantage in South China and improve Westone Information Industry Inc(002268) South China market safety service ability.
On May 17, the IPO registration of AVIC UAV technology innovation board was approved by the CSRC.
On May 18, the state owned assets supervision and Administration Commission of the State Council held a “special promotion meeting on deepening the reform of state-controlled listed companies and striving to be a three-year action model for the reform of state-owned enterprises”. Weng Jieming, member of the Party committee and deputy director of the state owned assets supervision and Administration Commission of the State Council, stressed at the meeting that we should continue to strengthen the injection of high-quality assets into listed companies, steadily explore the spin off and listing of qualified multi sector listed companies, and encourage cross shareholding between Central enterprises and local state-owned enterprises.
On May 18, China Spacesat Co.Ltd(600118) navigation and positioning Association released the 2022 China Spacesat Co.Ltd(600118) navigation and location service industry development white paper. According to the white paper, the opening of the beidou-3 global system has further stimulated and stimulated the demand and investment of various industries in the application of Beidou satellite navigation technology. In 2021, the overall output value of China Spacesat Co.Ltd(600118) navigation and location services industry reached 469 billion yuan, an increase of about 16.29% over 2020, and continued to maintain a stable and high-speed growth trend. The scope of industrial ecology has been further expanded and the structure has been continuously optimized.
On May 18, Beijing Starneto Technology Co.Ltd(002829) announced that it had recently received two military product order contracts signed with a customer, with a total tentative price of about 233 million yuan. One is a certain type of Military Unmanned, and the other is a certain type of military training products, which are about 212 million yuan and 21 million yuan respectively, accounting for 27.65% and 2.70% of the company’s revenue in 2021.
On May 18, Nancal Technology Co.Ltd(603859) announced the plan of repurchasing the company’s shares by means of centralized bidding transaction. The repurchase price is no more than 40 yuan / share, and the repurchase quantity is no less than 1 million shares and no more than 2 million shares.
On May 18, Changsha Jingjia Microelectronics Co.Ltd(300474) announced the progress of the company’s research and development of the second graphics processing chip of jm9 series, and the work in the stage of streaming and packaging has been completed. As one of the non-public offering and investment projects of the company in 2018, the second graphics processing chip of jm9 series has successfully achieved phased results. In the future, the company will continue to deepen research and development, continuously enhance R & D strength and enhance product competitiveness.
On May 18, preliminary data released by the Russian Ministry of Finance showed that Russia’s defense spending increased by nearly 40% in the first four months of this year, when Moscow launched a large-scale military operation against Ukraine for nearly three months. From January to April this year, Russia’s defense expenditure was 1.7 trillion rubles (about US $27.4 billion), almost half of the annual budget figure of 2022 (3.5 trillion rubles).
On May 19, aerospace science and industry held a three-year reform action promotion meeting and a reform experience exchange meeting of “science and reform demonstration enterprises” and “double hundred enterprises”, and put forward three requirements: fully implement the central decision-making and deployment to ensure the correct direction of reform; Adhere to problem orientation, goal orientation and result orientation, and have a deep understanding of the current achievements and the situation and tasks faced; Focus on key areas and weaknesses, promote continuous reform, and ensure the successful conclusion of the three-year action of reform.
On May 19, Chengdu Spaceon Electronics Co.Ltd(002935) announced that the 2021 restricted stock incentive plan was approved by the state owned assets supervision and Administration Commission of the State Council.
On May 19, Zhenlei technology said on the interactive platform that the company has abundant orders and will steadily promote its work in accordance with the business objectives of 2022.
On May 20, the chairman and Secretary of the Party group of ordnance industry group were adjusted from Jiao Kaihe to Liu Shiquan, who used to be the director, general manager and Deputy Secretary of the Party group of Aerospace Science and industry group.
On May 20, Fujian Torch Electron Technology Co.Ltd(603678) announced that it planned to spin off its holding subsidiary Tianji technology to be listed on the science and innovation board. Through this spin off and listing, Fujian Torch Electron Technology Co.Ltd(603678) will further realize business focus and improve the professional operation level of each business segment. Tianji technology will enrich its capital through spin off and independent listing, increase investment in technological research and development of microwave passive components, and strive to improve the localization capacity of microwave passive components in China.
On May 21, Kingsignal Technology Co.Ltd(300252) announced the 2022 ESOP plan. The total number of participants in the ESOP is no more than 109, the total amount is no more than 7.14 million yuan, and the price is 7.14 yuan / share.
On May 21, Weihai Guangwei Composites Co.Ltd(300699) plans to set up a wholly-owned subsidiary “Weihai Guangwei composite material technology Co., Ltd.” with its own capital of 100 million yuan. The composite material sector of the company is separated from the parent company to establish a separate company, which is conducive to promoting the business capacity-building and talent team building of the sector, accelerating the development process of advanced technology and products under different application scenarios, and cultivating new business growth points for the company.
On May 21, Piesat Information Technology Co.Ltd(688066) announced that it plans to issue convertible bonds to raise no more than 1.06 billion yuan for the digital transformation project of interactive holographic smart earth industry and supplement working capital.
