Zheng Quan Shi Bao Wang·2025-08-13 02:24Core Viewpoint - The military industry sector has shown significant strength, with various companies experiencing substantial stock price increases, driven by upcoming military parades and related events [1] Summary by Category Market Performance - As of the report, Zhenlei Technology has risen over 17%, Hailanxin over 10%, and several companies like Zhongdian Xilong and Fenghuo Electronics have hit the daily limit for two consecutive days [1] - Aerospace Technology has achieved five daily limit increases in the past seven days, while Dayuan Pump Industry has seen three consecutive daily limit increases, and Changcheng Military Industry has reached new highs [1] Industry Trends - The military industry is expected to experience significant marginal changes in fundamentals as it approaches 2025, with a notable increase in market attention due to frequent military trade achievements [1] - Historically, military sectors tend to be active around military parades, and the current period leading up to the August parade is crucial for investors [1] Subsector Analysis - According to Minsheng Securities, various subsectors within the military industry will be catalyzed to different extents by the upcoming military parade, with ground equipment showing particularly strong performance this year [1] - From June onwards, ground equipment has outperformed other sectors, with an impressive cumulative increase of 81% as of August 5, driven by military trade and parade-related catalysts [1] Future Development - The upcoming military parade will showcase a new generation of traditional weaponry alongside new combat forces, including unmanned systems, underwater operations, cyber warfare, and hypersonic capabilities [1] - The emphasis on "new generation traditional weaponry" and "new combat forces" indicates a comprehensive development trend for military equipment in the future [1]