A paper survey report!National Defense ETF rose more than 3%

Source: E company

In the early morning of this day, the overall A -share opened high. Only the GEM refers to the influence of the first weight of the Ningde era. The session dropped nearly 2%of the time, and it hit a new low.

On the disk, aviation, fertilizer, electrolytes, non -ferrous and other sectors have risen, and sections such as gas and heating, medical care, cloud games, chicken and other sectors have fallen first. The net profit of the north of the north is 811 million yuan.

Military industry sector goes up again

Military industry stocks are stronger today. Among them, the aviation sector performed the best, and the straight lines rose by more than 4%in the market. %, Liyang chips and pagoda industries such as daily limit may increase by more than 10%; large aircraft, satellite navigation, ships and other sectors have also strongly attacked, Yun Ding Technology and other daily limit. The defense ETF rose more than 3%, and the speed of transactions increased.

On September 5, the National Computer Virus Emergency treatment Center released a heavy news, that is, the final investigation report of Northwestern Polytechnical University encountered an overseas cyber attack before. Key evidence shows that the specific invasion office of the National Security Agency has implemented tens of thousands of malicious network attacks on network targets in my country for many years. The main purpose is to steal various high -value data. For more information, please see "Amazing! Northwestern University of Technology was attacked by the Internet, and the source was actually the National Security Agency! The opening of traditional energy stocks has strengthened; a paper announcement, Kangshino AH shares are widely opened! "

Northwest University of Technology is one of the "defense seven sons" in my country. He participated in a large number of scientific research projects and trained a large number of military industrial talents for my country. 20 chief designer Tang Changjiang; Deng Jinghui, the general designer of Zhi 20; Cheng Ronghui, the chief designer of the turbofan 20; the executive designer of the C919 large aircraft, Han Kenzen, etc., all graduated from Northwestern Polytechnical University. It can be seen that it is not an exaggeration to cultivate half of China ’s aerospace industry.

According to the website of the Ministry of National Defense, the three military and air forces in my country participated in the "Oriental-20122" military exercise. The exercise continued from September 1st to September 7th. A total of 13 countries participated. Anxin Securities said that in the context of the "Fourteenth Five -Year Plan" period of training, the frequency of multi -dimensional exercises has been significantly improved, and companies in all links of the industrial chain may continue to benefit.

According to statistics from the half -year 2022 of the 2022, the overall revenue and net profit of the military industry have maintained a steady growth. A total of 255.297 billion yuan in operating income, an increase of 8.36%year -on -year, a total of 19.252 billion yuan in net profit, a year -on -year increase of 7.20%. The performance of the material sector and the aviation sector has a faster growth rate, the growth rate of revenue is 32.41%and 17.04%, and the net profit growth rate is 37.36%and 23.21%, respectively.

Steady growth also attracted the attention of institutions. Wind data statistics show that the market value of the military industry in the second quarter in the active public offering fund accounted for 4.76%, and the over -equipped range was 1.75%.

Galaxy Securities believes that it is optimistic about the compensation growth of the military industry in the third quarter, and it is recommended that the five -dimensional configuration: 1) the aviation industry chain; 2) the missile development chain; 3) Beidou Three Industry Chain; Improve the target of performance growth.

The chemical sector lifts up the wave of stopping

The chemical sector lifts the daily market in the early trading. %; The subdivision sectors such as fertilizer, polyurethane, and glyphosate also rose sharply, and the strong daily limit in Sichuan Meifeng and Hong Baoli.

Xiong Jun, Chairman of Zheng Shang Institute, said at the "2022 China (Zhengzhou) International Futures Forum" this morning that it accelerates the innovation of varieties tools and uses full system bonus. Development needs, and orderly promoting the development and development of varieties such as alkali, PX and other varieties.

In addition, the European energy crisis directly led to the surge in downstream related chemical fertilizer products. According to data from the US Department of Agriculture, natural gas may account for 85%of ammonia production costs. Ammonia is one of the key raw materials for a variety of chemical fertilizers.

The rising cost and insufficient energy supply have led to the reduction of production of related manufacturers. Norwegian fertilizer giant Yatsui International announced in late August that the recorded natural gas prices forced the company to reduce its ammonia capacity utilization rate in Europe to about 35 %. Another fertilizer giant CF Industries also announced in late August that it will suspend the ammonia production of its remaining factory in the UK to respond to the soaring natural gas prices.

Benefiting the price increase in international chemicals, although some areas in my country are repeatedly affected by the epidemic, the overall performance of the A -share chemical industry in the first half of the year has generally risen. Statistics show that in the second quarter, Shenwan Chemical Industry achieved operating income of 1.84 trillion yuan, an increase of 29.2%year -on -year, and net profit was 116 billion yuan, an increase of 14.1%year -on -year.

Guohai Securities said that after the pipeline gas transmission is suspended, it will further exacerbate the shortage of natural gas in Europe, and the amount from Chinese chemicals to Europe will increase significantly. At the same time, domestic industries have gradually resumed work, and the need to be impacted in the early stage began to recover, and industries related to domestic demand began to recover. The chemical industry is expected to usher in the dual benefits of demand recovery and decline in cost. The lower reaches of industries, new materials and integrated enterprises will benefit.

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