What are the concept stocks of mixed military reform: the tide of mixed military reform

1, the target of substantive intensive reform; Participate in the mixed reform of military M&A fund in system and target; There are targets with good asset injection fundamentals and reasonable pro forma valuation level; The target of the continuous growth of the performance of the potential leading companies of the people's army with greater growth space; The theme investment target brought about by the continuous changes in the international and surrounding situation.

2. Military equipment renewal and export; The third generation of equipment and the use of new combat styles; The demand for arrows; Commercial space progress; Aeroengine industrial chain; Infrared industry; National defense information industry chain.

At the same time, the annual strategy report of 12 securities firm 20 17 recommended the following stocks:

Aerospace Chen Guang, Si Chuang Electronics, Aerospace Power, Aerospace Electronics, Zhenhua Technology, Aerospace Changfeng, AVIC Sanxin, Guihang, Zhongzhi, Hongdu Aviation, Nifa Seiki, Hangxin Technology, Yan Gang Gao Na, AVIC Electric Survey, AVIC Aircraft, AVIC Electronics, Avic Electromechanical, He Zhong Sizhuang, Torch Electronics, Hangxin Technology, Quanxin Shares, Xinyan.