my country's third aircraft carrier "Fujian Ship" is launched, and the relevant A -share carrier concept stocks have rushed in the afternoon

17.06.2022

Number of this text: 1522, reading time for about 3 minutes

Guide: On June 17, the third aircraft carrier in my country officially laid off the water, and the relevant aircraft carrier concept stocks rose in the afternoon.

Author | First Finance Lu Ruyi Feng Xiaoxin

On the morning of June 17, the naming ceremony of the third aircraft carrier in my country was held. With the approval of the Central Military Commission, the third aircraft carrier in my country is named "Fujian Ship of the People's Liberation Army Navy" and the port number is "18".

It is reported that the "Fujian Ship", which is launched today, is the first ejection aircraft carrier that is completely designed and built in my country, the second independent designed and built aircraft carrier, and the third aircraft carrier that is about to be used. The Fujian ship adopts a flat -headed long flight deck, equipped with electromagnetic ejection and blocking device, with a full -load displacement of more than 80,000 tons.

Affected by the news of the "Fujian Ship", the concept of A -share carrier concepts rushed in the afternoon. In terms of individual stocks, Yinbang (300337.SZ) daily limit, Pagoda Industrial (000595.SZ) touched the daily limit, Zhenxin Technology (300101.SZ), Baotong (600456.SH), China Ship (600150.SH), Sichuan Electronics (600990.SH), Oriental Earlier (002167.SZ) and other stocks rose.

First Financial reporter inquired about the Tianyan check app and found that the "aircraft carrier" trademark has been applied for registration by multiple companies and natural persons. The international classification includes mechanical equipment, transportation tools, metal materials, etc. Trademark status is invalid.

据Wind航母指数，“航空母舰”涉及29家相关上市公司，覆盖航母制造（船舶建造、动力业务、机电设备）、电子科技（雷达）、材料（光学材料、钢铁及结构设计）、通信（导航、 Satellite, radio), aerospace (helicopter, key components of aircraft), intelligent security and other related industrial chains. Specifically, relevant listed companies include Aerospace Development (000547.SZ), Naval Fa Control (000738.SZ), AVIC Xifei (000768.SZ), China Shipbuilding Technology (600072.SH), and Optoelectronics (600184.SH) , AVIC (600372.SH), North Navigation (600435.SH), AVIC Heavy Machinery (600765.SH), China Heavy Industry (601989.SH), etc.

First Financial reporter noticed that Yinbang Co., Ltd. (300337.SZ) affected by the "Fujian Ship" was mainly engaged in the research and development, production and sales of new materials such as aluminum heat transmission materials, aluminum steel composite materials, and multi -metal composite materials. The produced aluminum heat transmission materials are fully used in aerospace and other fields.

Earlier, the company replied on the investor platform that the company had military payments. The application of aluminum -based composite materials produced in the military industry was mainly protective materials and mainly used for special vehicles. According to the company's annual report information, the company realized operating income of 3.195 billion yuan in 2021, an increase of 34.79%year -on -year, and the net profit attributable to shareholders of listed companies was 40.6247 million yuan, an increase of 139.49%year -on -year.

As one of the leaders in the field of super materials (002625.SZ), the main business includes providing and product production, super -material intelligent structure and the implementation and development of equipment industrialization projects.

Dongxing Securities pointed out in the research report that super materials are widely used in the field of military industry. The ultra -physical characteristics make the application scope of super materials covering all aspects of industry, military, and life, and is the key cutting -edge technology of strategic strategic. Super materials have the characteristics of "customization on demand", which can create materials with specific performance according to different application needs. The relevant personnel of Guangqi Technology said: "For example, the material has an electromagnetic wave stealth function, which can re -discharge the micro -structure unit through design to change its electromagnetic communication properties and achieve stealth effects."

According to the First Financial Reporter, since 2012, many super material products developed by Guangqi Technology have been developed and applied on multiple key models of the Air Force, Navy, and Rocket Army. As of now, the company has sufficient orders and is in the batch delivery stage of "full production and full sales".

Another leading Zhenxin Technology (300101.SZ) is the largest supplier of the Beidou terminal in China. It has the complete Beidou industry chain of "components-terminal-system" around Beidou satellite navigation applications, and it is listed as a national key support. Beidou series terminal industrialization base.

First Financial reporter checked Zhenxin Technology's 2021 annual report and found that the total profit of less than 160 million yuan last year was the best result since the company was listed, of which exceeded 50 % of the profit from government subsidies. In 2021, Zhenxin Technology achieved operating income of 794 million yuan, an increase of 37.48%over the same period last year; the profit was 158 million yuan, an increase of 67.09%over the same period last year; The annual increase of 87.91%. According to the annual report data, from 2019 to 2021, the government subsidies for Zhenxin Technology into the current profit and loss were 307 million yuan, 47.96 million yuan, and 84.32 million yuan, accounting for 430%, 50.8%, and 53.5%of the total profit.

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