Aero-engine leading stock, leading the power source in aviation field, has excellent technical strength and market advantage. Continuous innovation, efficient power output and growing global market demand make it a hot spot for investors. What are the leading stocks in the military sector brought by the following small series? This will do you a lot of good. Let's have a look.
What are the leading stocks in the military sector?
In the stock market, the initial screening of leading stocks gives priority to the market value scale. At present, the top five leading stocks in the military sector are mainly the following: AVIC Power, AVIC Shen Fei, AVIC Optoelectronics, AVIC Xifei and China Heavy Industry. The total market value of these stocks is over 90 billion.
In terms of individual stocks, the aviation power with the highest market value is mainly engaged in aero-engine manufacturing and maintenance. In the past three years, the net profit has increased by about 6%, and the return on net assets is only 4%. The income of the company's main business has grown slowly, from 20 14 to now, only less than 10%. Cash flow, management expenses and sales expenses are well controlled, and the proportion of management expenses is decreasing year by year. Recently, the company's share price rose from the lowest point of 20 yuan to 67.80 yuan, mainly due to the improvement of valuation level (P/B ratio at the beginning of 2020 1.7, 2021August 5.05) rather than the substantial increase in performance.
AVIC Shen Fei is mainly engaged in the manufacture of large aircraft. The well-known domestic large aircraft C9 19 is the company's masterpiece, with a high return on net assets, reaching more than 15% in 2020, and the growth rate of net profit in the past three years is as high as 30%. In 20 17, the domestic large plane C9 19 made its first flight. In the following year, the main business income of AVIC Shen Fei increased by 15 times compared with 20 16. The management expenses of the company are gradually decreasing, which shows the strong management efficiency of the company. It is worth noting that the proportion of accounts receivable in net assets has risen rapidly in the past two years, from 25% to 50%. But fortunately, the company has sufficient monetary funds, no short-term and long-term loans, and its cash flow is relatively healthy. As the largest leader in the military industry, thanks to its outstanding performance, its share price has risen rapidly in recent years. However, the Shanghai Composite Index has been much higher than the growth rate of performance, and the P/E ratio has reached 1.20, which has the risk of callback in the short term.
AVIC Optoelectronics is mainly engaged in the manufacture of electrical connectors and integrated components in aviation, aerospace, new energy vehicles, rail transit and other fields. The return on net assets is stable above 65,438+05%, and the growth rate of net profit is around 65,438+08%. In recent years, the main business income has grown rapidly, maintaining at around 20%. The gross profit margin of the company's products is relatively high, reaching 35%. At the same time, sales and management expenses are well controlled, and the proportion of revenue and profit continues to decline. In the past three years, the company has increased its investment in product research and development, accounting for 25% of its revenue. Although the company has a high proportion of net assets, it has sufficient cash flow, which can fully meet the daily operation and investment needs. At present, the price-earnings ratio is 55, which is a low valuation in the military industry and has a relatively high cost performance. The short-term increase is too large. It is recommended to call back 30% and gradually buy.
AVIC Xifei mainly manufactures large and medium-sized military aircraft and aviation parts, with a net profit growth rate of 65,438+03% and a return on net assets of 4.5% year-on-year. In the past three years, the main business income has not increased, the gross profit margin of products is only 7%, and the asset turnover rate is less than 70%. Although the return on net assets has been improved by increasing leverage and reducing management expenses in recent years, the profitability of the company is still at a low level in the industry due to the low gross profit margin of products. At present, the price-earnings ratio of the company is 1 16, and the stock price has not exceeded the highest value 15 after 20 years of sharp rise. 2 1, the stock price fluctuates greatly, and the improvement of long-term profitability needs to be verified. Buy carefully.
China Heavy Industry, whose main business is shipbuilding and equipment manufacturing for marine development, performed worst among the top 5 stocks. In 2020, the net profit was -4.8 1 100 million, the operating income gradually decreased by more than 10%, and the return on net assets in recent five years was lower than 1%. Due to poor performance, it is no longer introduced, and investors are not advised to buy.
Daily limit of leading stocks in nursery institutions
Child care service
Nursery service means that infants aged from six months to three years old are no longer taken by the elderly or full-time parents at home, but enter socialized nursery service institutions. This is a new thing with the development of China's population and the change of family rearing concept.
Parenting means entrusting others to take care of it. Usually, it refers to a continuous nurturing and caring behavior of people other than the legal guardian of the baby, that is, people other than parents or immediate family members in a specific period of time. At present, in China's Interim Measures for the Administration of Child Care Institutions, child care institutions refer to social organizations, enterprises, institutions or individuals within their respective administrative areas.
What are the leading stocks of aero-engines?
AVIC Power is a central enterprise. AVIC Power, namely China Hangfa Power Co., Ltd., is mainly engaged in aero-engines and derivative products, foreign trade subcontracting production, non-aviation products and trade. China Hangfa Electric Power Co., Ltd. was formerly AVIC Electric Power Co., Ltd. and Jilin Huarun Biochemical Co., Ltd. ..
China Hangfa Electric Power Co., Ltd. was established on May 28th, 1993. The controlling shareholder is China Hangfa Xi 'an Aeroengine Co., Ltd., and the actual controller is China Aeroengine Group Co., Ltd., headquartered in Xi 'an, Shaanxi Province.
Recently, the military sector has performed well, and related stocks have increased significantly. Investors in the market have turned their attention to the military sector. In the following article, let's take a good look at a sub-industry of the military industry, the top company in the aero-engine assembly industry-aero-power.
What are the leading stocks of aero-engine concept stocks?
AVIC Dynamic Control (000738), Chengfa Technology (60039 1), Shandong Mining Machinery (002526), Steel Research Institute (300034).
1.AVIC power control (000738): The company has become the only research, production and test base of aero-engine control system in China. Its main business is the research and production of aero-engine control system, and at the same time, it is engaged in the maintenance business of the company's products to varying degrees, which has a leading position, experience and popularity in this professional field; In addition, due to the particularity of the aviation market, the technical development of the company's products basically depends on the needs of engine manufacturers, based on long-term fixed-point supporting cooperation with domestic aero-engine manufacturers. From 20 12 to 1-6 months, the company's engine control system and parts business achieved an operating income of 71429,900 yuan, a year-on-year increase of 4.55%.
2. Chengfa Technology (60039 1): The company specializes in the main components of aero-engines and gas turbines, and firmly adheres to the development goal of "being a world-class supplier of aero-engine components". Except for GE, RR and P, this project is only in the pre-examination stage of process, production and technology, so far no large-scale investment has been made and no investment plan for this project has been formulated; At present, the company has mastered the related technology of engine manufacturing of experimental prototype model.
4. Yan Gang Gahona (300034): The company's main product, high-temperature alloy, is the key material for manufacturing hot-end components of aero-engines, which can be used as the core components of power plants such as aero-engines, ground gas turbines and generator sets. The company's wrought superalloy products are mainly small in batch and complex in structure. Some wrought superalloy products produced by the company are products that some partners do not have production technology, and the production line is flexible, which can easily meet the customized needs of customers. In the new series of superalloy materials, the company's powder superalloy products, ODS alloys, Ti-Al intermetallic compounds and other products are the earliest developed and produced in China, and some products are exclusively supplied, and the technical reserves are in the leading position in China.
What are the leading stocks in the reform of central enterprises?
The names of leading shares in the reform of central enterprises are as follows:
1, COFCO Corporation, COFCO Biochemical, COFCO Real Estate, Tunhe.
2. China Guodian Group, Guodian Power, Changyuan Power, Yinglite, Pingzhuang Energy and Long Yuan Science and Technology.
3. China Light Industry Group Corporation, Haicheng, China.
4. National Development and Investment Corporation, Zhongcheng Shares, SDIC Middle Road, SDIC Power, SDIC Xinji and China Textile Investment.
5. China Chengtong Holding Group Co., Ltd., China Storage Co., Ltd., Yueyang Linzhi and Guan Hao Gaoxin.
6. China Building Materials Group Co., Ltd., china glass Fiber, Beixin Building Materials, Luoyang Glass, Fangxing Technology and ruitai Technology.
7. China Pharmaceutical General Technology Holdings Limited.
8. China Pharmaceutical Group Corporation, Sinopharm, Sinopharm Holdings, Modern Pharmaceuticals, Tiantan Biology.