Chang'E Three Launches Space Military Concept Stocks In The Early Morning Of December 2Nd, And Will Take The Opportunity To Fly Again.

Chang'e three will launch the aerospace military unit in the morning of December 2nd to take the opportunity to fly again.

The Chang'e three lunar probe, which undertakes China's lunar exploration project, will launch the launch of the lunar probe by the end of this year to achieve the first soft landing of Chinese spacecraft outside the earth. Compared with Chang'e 1 and Chang'e two, the weight of Chang e three has increased by 1300 kilograms. It needs to launch the long march three B launch vehicle with the most powerful rocket in our active service.

Chang'e three mission is the first soft landing of the Chinese spacecraft for extraterrestrial objects. It will carry the first lunar rover in China and achieve the first lunar soft landing in China. Chang'e three detector will carry nuclear power battery (a nuclear power plant) flying apsaras. If successful, China will become the third country in the world to use nuclear power in space exploration after the US and Russia.

Chang'e three lunar probe will be launched soon. Chang'e three needs a long time to withstand the severe challenges brought by severe cold. To break through this difficulty, Chang'e three will carry nuclear power batteries (a nuclear power plant) flying apsaras. The battery uses isotope batteries from China Institute of Atomic Energy, which is a major shareholder of China nuclear technology.

Recently, from the establishment of the National Security Commission to the opening policy of low altitude, and the launch of Chang'e three, the theme of aerospace industry is endless, and the enthusiasm for fund speculation has been constantly ignited. The reform and development of the military industry in the future will be highly valued by the state. The technological level of the aerospace industry is a concentrated expression of the strength of the national defense science and technology industry and plays an important role in the modernization of our national defense and the army. The growth of the country's military industrial strength is a gradual process. It is impossible for the state to invest in military technology, especially the advanced technology that is represented by aviation and aerospace.

　　 Aerospace Military concept stocks

　　 China Aviation Electrical Survey (300114)

CIC's three quarter business income increased by 26.89% year-on-year, showing a good growth trend. Through the acquisition of Hanzhoung 101 plant, the company successfully entered the core area of aviation manufacturing industry. After the asset injection is completed, the company will show synergy of 1 plus 1 over 2, and the prospect is worth looking forward to. The company's Securities Department said that at present, the proportion of the company's military business is about 10%. After the completion of the merger, it will help the company to enhance the proportion of its military business.

Guo Hai Securities believes that CIC is the leading enterprise in the sensor industry. Epitaxial growth will be the main direction of strategic development of the company. And the company is the only gem company in China's aviation industry. It is expected that the company will continue to acquire high-quality assets and inject into listed companies, and pay close attention to the investment opportunities brought about by it.

China aviation industry pointed out that in 2013, China aviation industry reorganization and integration 5th anniversary. According to the development strategy of "two integration, three new, five modernization and trillions", the international trade of aviation products has achieved a breakthrough from the two generation to the three generation, from the traditional market to the emerging market. Overseas investment has achieved a leap from the establishment of overseas institutions to international mergers and acquisitions, and the establishment of R & D centers. Relying on international cooperation, international trade and overseas investment, the "three carriages" of China aviation industry are accelerating the transformation from traditional state-owned enterprises to multinational companies.

Gao de infrared (002414)

Gao de infrared main business is infrared thermal imager product development, production and sales. Gao de infrared recently said on the interactive exchange of Shenzhen stock exchange that the company will continue to make use of the historical opportunities and related policies of the infrared industry to enter the fast lane and further enrich the whole range of infrared thermal imagers and the integrated photoelectric system products that represent the higher technology level, so as to widen and extend the product lines and expand the application market and application fields of products.

At the previous investor exchange meeting, Gao de infrared executives also said: "after the research and development of the detector project is successful, the localization of the detector will be a few high German infrared output in the future, and the cost will be greatly reduced compared with that of the peers. There may be subversion in the future military and civilian sectors."

The Great Wall securities analysis said that the high infrared infrared focal plane array detector project deserves attention. Infrared thermography is still in the early stage of development in China, and there will be huge room for growth in the future. However, the key components of infrared focal plane array are controlled by the export side, resulting in high price and long procurement cycle, which greatly limits the application of infrared thermal imagers in China.

It is understood that at present, the price of infrared thermal imaging equipment at every time tens of thousands of yuan, or even several million yuan, the cost is high, the main reason is that most of the infrared thermal imagers of the core components of the detector depends on imports.

　 　 Hongdu Airlines (600316)

In 2013 1-9, Hongdu Aviation achieved operating income of 1 billion 174 million yuan, an increase of 7.75% over the same period, and the net profit attributable to shareholders of listed companies was 11 million 551 thousand and 100 yuan, down 24.22% from the same period last year. The third quarter revenue was 380 million yuan, down 33% compared with the same period last year, and net profit loss was 150 thousand yuan, a profit of 13 million 840 thousand yuan in the same period last year. The company received the notice from the Jiangxi Provincial Department of finance, giving the company a special financial subsidy of 48 million 609 thousand and 600 yuan to support the construction of related projects in Nanchang aviation industry city.

Aerospace securities believe that most of the settlement of the company's military final assembly products is concentrated at the end of the year, and the three quarter is a normal fluctuation of performance. The company's military assembly products are mainly delivered at the end of the year. The gross profit of these products is relatively high, resulting in the company's four quarter performance in the whole year. The company's three quarter performance is a normal fluctuation and has little impact on the company's annual performance.

The 2013 is the year of Hongdu Aviation turning point. The L-15 trainer is the first to deliver this year, and space securities continues to be optimistic about L15's future performance. In 2012, the company signed 12 L15 trainer orders for the first time, and is expected to deliver all of them this year. The results will also be reflected this year. At the same time, the company's K8 trainer performance this year exceeded expectations, did not show a significant downward trend, the company began in 2012 has also demonstrated the gradual upgrading of management capabilities.

　　 Aupu Optoelectronics (002338)

In the field of leading product segmentation, Aupu optoelectronics has the core technology. Especially in the field of R & D and production of anti - tank missile TV goniometer, photoelectric theodolite and other national defense photoelectric measurement and control instruments and equipment, they are absolutely in the leading position in China.

Aupu photoelectric said that with its technological innovation and comprehensive manufacturing advantages in the field of Optics and precision machinery, the company has participated in many important national engineering tasks including Shenzhou manned spacecraft, and many products of the company have been successfully applied to many major national engineering projects such as manned space engineering.

Aupu photoelectric disclosed in the recent "investor relations activities record table" that the company's sales of military products dominate, and the users are mostly military and military units. The record sheet is a record of the survey conducted by the company on October 31st after Guotai Junan's investigation.

In addition, Aupu optoelectronics has recently acquired 65% stake in Yu Heng optics with over raised funds. According to the analysis, Yu Heng optics is the leading enterprise in the grating encoder industry. It is widely used in the machine tool industry. The technology of both sides is mutually reinforcing and the market complementarity is strong. Moreover, the development of the two roads of the army and the people is obviously positive for the future operation of the company. {page_break}

Hafei shares (600038)

Hafei shares mainly engaged in direct 9 series helicopters, Y12 light duty multipurpose aircraft, EC120 helicopters, H425 helicopters and helicopter parts production and sales.

The company recently announced that the company completed the 20 yuan / share increase by 55 million 300 thousand shares to raise matching funds. Through this transaction, China Aviation Industry Group will basically realize the overall listing of parts and components of helicopter business, production and processing of civil aviation helicopters and the whole business of civil helicopters.

After the reorganization is completed, Changhe airlines, Huiyang company, Changfei parts and Tianjin Corporation will become a wholly-owned subsidiary of the company. The company has become the only listed company in China that has the capability of R & D and production of the helicopter. It will have a more complete manufacturing chain for helicopter manufacturing, and realize the integrated management of R & D, production and sales, and create a platform for the specialization and industrialization of the helicopter industry.

In terms of performance, Hafei's main revenue in the first three quarters of 2013 was 1 billion 964 million yuan, an increase of 40.53% over the same period last year, and net profit of 102 million yuan, an increase of 38.24% over the same period last year. Most brokerages are optimistic about the performance of Hafei's shares. Flush iFind statistics show that a total of 7 institutions have predicted the 2013 annual performance of Hafei shares, with an average forecast net profit of 165 million yuan, with an average forecast earnings per diluted share of 0.2804 yuan. According to this forecast, the net profit margin in the 2013 year has increased by 43.02% compared with the previous year.