Indonesia considers purchasing 10 J-19s, Pakistan wins "40 J-35 fighter jets + 500 early warning aircraft + Hongqi 19 anti-missile system, AVIC Shenfei hits the limit

The military trade super-large orders triggered the national defense and military industry sector! In the morning session (June 9), the popular defense and military ETF (512810) rose by more than 2%! The real-time transaction volume exceeded 35 million yuan.

In terms of constituent stocks, Guorui Technology and AVIC Shenfei both hit the daily limit! AVIC West soared by more than 6%, while Guangwei Composite Materials, Inner Mongolia First Aircraft, Hongdu Airlines and others followed suit.

Shenwan Hongyuan commented: China's military trade progress has been officially verified by Pakistan. This is a milestone event in my country's military trade, marking the leap of my country's military trade to higher-end and higher-value products, thus opening up new huge market space.

In terms of capital, as of press time, the increase in the national defense and military industry and the net inflow of main funds have ranked second in the entire industry (Shenwan first level). In terms of individual stocks, AVIC Shenfei, AVIC Xifei and Guorui Technology were concentrated on buying funds.

Shenwan Hongyuan's latest research report reiterate the "June is the best time to pay attention to" in national defense and military industry. The agency said that the progress of the military trade system equipment has been officially verified by Pakistan, which will greatly enhance the valuation space of the defense and military industry industry and the performance realization ability of related listed companies. With the gradual expectation of the semi-annual report and the gradual promotion of the 15th Five-Year Plan, coupled with the celebration of the 80th anniversary of the victory of the Anti-Japanese War, we believe that the defense and military industry will gradually rise in the future. It is recommended that June be the best time to pay attention.

invest the National Defense and Military Industry ETF (512810) with [in the code, there is "August 1"]! Passively track the CSI military industry index, take into account new quality combat effectiveness + traditional military equipment, margin trading + interconnection targets.

The data comes from the Shanghai and Shenzhen Stock Exchanges, public information, etc.

Risk warning: The National Defense and Military Industry ETF passively tracks the CSI Military Industry Index, which is based on 2004.12.31, and was published on 2013.12.26. All the above stocks are constituent stocks of the underlying index and are for display only. The description of individual stocks is not used as any form of investment advice, nor does it represent the holding information and trading trends of any funds under the manager. The composition of the underlying index constituent stocks is adjusted in a timely manner according to the index compilation rules, and its back-testing historical performance does not indicate the future performance of the index. The risk level of this fund evaluated by the fund manager is R3-medium risk, suitable for balanced (C3) or above investors. Please refer to the sales institution for the appropriateness matching opinions. Any information that appears in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only, and investors are responsible for any investment behavior that is determined independently. In addition, any viewpoints, analysis and forecasts in this article do not constitute any form of investment advice to readers, nor shall they be liable for direct or indirect losses arising from the use of the content of this article. Fund investment is risky. The fund's past performance does not represent its future performance. The performance of other funds managed by the fund manager does not constitute a guarantee of fund performance. Fund investment should be cautious.

Source: Sina.com