Anhui Great Wall Military Industry Co Ltd

In early trading on July 24, the three major A-share indices were mixed, while the military sector bucked the trend and strengthened. Great Wall Military Industry hit its second consecutive daily limit-up, with North Long Dragon, Construction Industry, and Chengdian Guangxin also rising. On the news front, overnight US military giants Lockheed Martin surged over 10% and Raytheon Technologies rose over 7%, while the US military completed its 13th consecutive night of strike operations against Iran. Institutional research reports point out that military equipment benefits from multiple overlapping catalysts, including the implementation of the top-level defense science and innovation plan under the 15th Five-Year Plan and the mass equipping of the entire military with new gear, with ample order backlogs at industry chain enterprises.

Lixinnengyuan issued a stock trading abnormal fluctuation announcement on July 22, stating that the company currently has no business layout related to the computing power industry, has not launched dedicated power supply services for computing centers, and has not entered into any cooperation with relevant enterprises in the computing power field. Previously, the stock had posted seven consecutive limit-up moves, with the power sector buoyed by record-high electricity loads in multiple regions and renewable energy planning policies. The military equipment sector also strengthened, with Great Wall Military Industry hitting a straight-line limit-up to achieve two consecutive limit-up moves. The semiconductor sector fluctuated higher, driven by expectations of global semiconductor equipment sales growth, with PNC Process Systems hitting the limit-up.

On the afternoon of July 23, some military stocks in the A-share market surged, with ordnance restructuring concept stocks rising sharply to lead the market. Great Wall Military Industry hit the daily limit up in a straight line, with an order backlog exceeding 176,000 lots, a share price of 29.14 yuan, and a latest market value of 21.1 billion yuan. Ordnance restructuring-related concept stocks were all in positive territory, with Hunan Tyen soaring 8 percent, Huaqiang Technology up over 6 percent, and Jianshe Industry, Dongan Auto Engine, and Costar Group all up over 4 percent. The military equipment sector continued to climb, with aerospace equipment concept stocks rising. North Long Dragon surged over 13 percent, while Hengyu Xin Tong, Jieqiang Equipment, Chenxi Aviation, and Tianqin Equipment all rallied. In terms of news, on July 22, the Gravity-1 Y4 carrier rocket successfully launched from the eastern waters of Shanghai, sending nine satellites into their designated orbits. This was the rocket's first offshore launch and also China's first private commercial rocket sea launch mission in the East China Sea area of the Yangtze River Delta. Additionally, the 2026 International Low-Altitude Economy Expo is being held at the National Exhibition and Convention Center in Shanghai from July 22 to 25. AVIC Civil Aircraft Systems Company Limited unveiled 14 core products covering five key areas: perception and detection, operational supervision, energy and power, flight control, and interconnection and transmission.

As of the close on July 23, the Weaponry Reorganization Concept sector rose 6.39%, topping the concept sector gainers list. Seven stocks in the sector advanced, with Hunan Tyen and Great Wall Military Industry hitting the daily limit up, and Jianshe Industry, Huaqiang Technology, and Dongan Auto Engine among the top gainers. The sector saw a net inflow of 354 million yuan in main capital today, with Great Wall Military Industry recording a net inflow of 235 million yuan and a net inflow rate of 27.67%, Changan Automobile a net inflow of 55.1167 million yuan, and Hunan Tyen a net inflow of 53.7885 million yuan.