AVIC SAC(SH:600760) Sou Hu Cai Jing·2025-06-09 05:41Group 1: Innovation Drug Sector - The innovation drug sector experienced explosive growth, with stocks like Changshan Pharmaceutical rising nearly 20% and multiple stocks hitting the daily limit [3] - The strong performance of this sector is closely related to policy support, as the overall valuation level of the pharmaceutical industry remains relatively low after a prolonged adjustment [3] - In Q1 of this year, China saw a record high in innovation drug license-out transactions, with 41 deals totaling $36.929 billion, surpassing the total for the first half of 2024 and nearing the total for the entire year of 2023 [3] Group 2: Military Industry Sector - The military sector also showed significant strength, with stocks like AVIC Shenyang Aircraft Corporation hitting the 10% limit and other related stocks following suit [4] - The strong performance in this sector is linked to international military trade cooperation, particularly Indonesia's evaluation of purchasing Chinese-made J-10 fighter jets, which offer a significant price advantage compared to previous French purchases [4] - Following the rise of AVIC Shenyang, other stocks in the AVIC system also saw increases, and related funds like the defense ETF experienced noticeable inflows [4]