Defense stocks are experiencing another surge, taking the lead in the rally. Under the bullish news catalyst, maintaining momentum remains crucial.

Yesterday, the market welcomed a broad rebound, with all three main indexes closing in the green and trading volume expanding. Overall, the market is still in a structure of fluctuating upward movement.

cls.cnMay 13 09:20

AVIC Shenyang Aircraft (600760): The leading military aircraft manufacturer experiences short-term performance fluctuations but maintains the momentum for high-quality development.

Report introduction: In Q1 2025, the company's performance was impacted by external factors such as progress in contract signing and supply support, but profitability remains stable. As a leading military aircraft company, it is committed to reducing costs and increasing efficiency, as well as tackling research challenges, and is expected to achieve long-term high-quality development. Investment highlights.

Guotai HAITONG SECMay 7 18:32

A-shares market fluctuates丨India and Pakistan exchange fire, leading to a surge in Defense stocks.

On May 7, according to Gelonghui, the A-share market saw a surge in Defense stocks, with Tongyi Aerospace rising nearly 25%, Xi'an ChenXi Aviation Technology Corp.,Ltd. and Jiangxi Huawu Brake hitting the 20% limit-up, Chengdu ALD Aviation Manufacturing Corporation up 15%, Dianguang Explosion-proof Technology up 13%, Sichuan Chengfei Integration Technology Corp.Ltd. up 12%, Jiangsu Zhongchao Holding, Beijing Aerospace Changfeng, Zongzhong Power, Jianshe Industry Group, Dianguang Explosion-proof Technology, Fujian Longxi Bearing(Group)Co.,Ltd., Beijing Teamsun Technology, Changchun Up Optotech, Chongqing Sanxia Paints, Inner Mongolia First Machinery Group, Chengfei Integration Technology Corp.Ltd., Chengdu Leejun Industrial, and Xiangyang Automobile Bearing also hitting the limit-up. Around 5:10 AM local time on May 7, a spokesperson for the Pakistani military confirmed that to date, Pakistan has shot down 5 Indian aircraft.

Gelonghui FinanceMay 7 11:13

A-share fluctuations丨The Military Industry electronics Sector rises: Beijing Aerospace Changfeng and Changchun Up Optotech hit the limit up.

On May 7th, Gebo Hui reported that the A-share Defense Electronics Sector rose sharply, with Beijing Aerospace Changfeng and Changchun Up Optotech hitting the daily limit, AVIC Shenyang Aircraft, Guangdong Kingstrong Technology, and Aerospace Nanhu rising over 5%, while Guoke Tiantong, Guobo Electronics, and Harbin Xinguang Optic-Electronics Technology rose over 3%. According to Tianfeng, in Q1 2025, among the top ten active Fund holdings in Defense stocks by market inflow absolute value, the Defense Electronics sector symbols account for 80%. Over the past three years, the Defense Electronics sector has significantly underperformed compared to other Defense sub-sectors, and under the long-tail effect, the sharpness of the cycle rebound may stand out. When the sector's prosperity begins to recover, it may become the first choice, and the share of Defense Electronics in Hold Positions is expected to continue increasing.

Gelonghui FinanceMay 7 10:25

AVIC Shenyang Aircraft (600760): The performance in Q1 of 2025 was affected by the delivery rhythm, resulting in a recovery in contract liabilities.

In Q1 2025, the company achieved revenue of 5.834 billion yuan, a year-on-year decrease of 38.55%, mainly due to external factors such as the progress of contract signing and supporting supply; the net income attributable to the parent company was 0.431 billion yuan, a year-on-year decrease of 39.87%;

China MerchantsMay 4 00:00

AVIC Shenyang Aircraft (600760): Order delays have led to a decline, while the Industry Chain prepares for an economic upturn.

Event description: The company released its quarterly report, achieving revenue of 5.834 billion yuan, a year-on-year decrease of 38.55%, and a net income attributable to the parent company of 0.431 billion yuan, a year-on-year decrease of 39.87%. Overall performance meets expectations. Event comment: impacted by contract signing.

Changjiang SecuritiesMay 2 08:02