Is 600400 a National Day concept stock?

National Day military parade concept stocks-the ninth theme concept in 2009

Among the stocks with the concept of military industry, A-share listed companies belonging to the five major military industry groups of the Commission of Science, Technology and Industry for National Defense, namely, weapons, ships, aviation, aerospace and nuclear industry, bear the brunt, which is the most authentic concept of military industry, plus China Electronics Technology Group spun off by the Ministry of Electronics.

Advantages of military enterprises: ① National policy support; ② Expected reorganization; (3) the major shareholder is strong; ④ Strong technical force; ⑤ Strong monopoly and high sales price.

Disadvantages of military enterprises: ① The historical burden is too heavy; (2) involving core military technologies and secrets; Marketization and restructuring are difficult; ③ Weak market development and marketing.

Although there are many listed companies in the military industry group at present, most of the core assets of the military industry are still outside the listed companies, and there is a lot of room for resource integration in the future. Focus on military stocks with the theme of military assets injection. The reorganization of military listed companies is its biggest attraction.

I. China Ordnance Equipment Group Corporation

000625 Changan Automobile specializes in automobiles and automobile engines. The main listing platform of automobile and parts business is Changan Automobile, which already owns 70% of high-quality assets of China Nanqi. Suspend trading.

0007 10 Tianxing Instrument specializes in automobile and motorcycle instruments. ① The major shareholder wants to transfer equity ② The competition in the industry is fierce and the company's performance is poor.

600877 China Jialing specializes in motorcycles and their engines. ① The introduction of fuel tax has promoted the consumption of motorcycles; ② Chongqing is one of the "Top Ten Enterprises" and "Top Ten Innovative Enterprises" in energy conservation and emission reduction.

600698 ST Qingqi is mainly engaged in the design, development, production and sales of motorcycles and spare parts. Bingzhuang Group promises to put forward an asset restructuring plan of injecting high-quality operational assets or replacing related assets within 24 months from the first trading day (08:165438+1October 7) after the company's share reform is completed. The total amount of high-quality operating assets injected or replaced in this plan reaches more than 50% of the total assets at the end of the audited consolidated financial accounting reporting period of Jinan Qingqi in the latest fiscal year, or the operating income reaches the audited consolidation of Jinan Qingqi in the same period.

Second, China Ordnance Industry Group Corporation

Ordnance Industry Group owns China Ordnance Science Research Institute, China North Industries Company and Inner Mongolia No.1 Machinery Manufacturing (Group) Company. Heavy vehicles and equipment, special chemicals and photoelectric materials and devices are the three pillar industries for its future development.

000065 North International is mainly engaged in project contracting and building materials sales. The major shareholder and actual controller of the largest international engineering contractor in China have a large number of high-quality assets in military industry and resources, which may be injected into listed companies in due course to realize the overall listing.

600 148 Changchun Yidong specializes in producing automobile clutches. ① The largest and widest clutch manufacturer in China provides spare parts for companies such as FAW-Volkswagen; ② There are also some integration expectations.

600 184 Xinhuaguang specializes in optical glass and photoelectric materials. ① It is planned to issue shares to Xiguang Group, Hongta Venture Capital and Yunnan Industry, which will become a platform for ordnance group to integrate the national defense industry and photovoltaic solar energy industry. ② Three business directions: future defense, photovoltaic solar energy, photovoltaic materials and devices.

600262 North Co., Ltd. specializes in heavy dump trucks. In the next three years, the production capacity of mining vehicles of North Stock Company will rank first in the world. In 2008, the demand for mining vehicles in China market was about 750 sets, and North Joint-stock Company has signed 546 sales contracts for mining vehicles, achieving sales income of 6,543.87 billion yuan, accounting for 80% of the national market demand.

600435 Zhong Bing Optoelectronic is mainly engaged in dual-use products, computerized embroidery machines and chemical liquefied gas. ① Issue shares to North China Optical, the major shareholder, and purchase five series of products of North China Optical, such as remote control technology products, stabilization technology products, fire control technology products, inertial navigation and photoelectric control technology products, and intelligent robot technology products, so as to truly realize the transformation from a civil computer embroidery machine manufacturer to an information weapon enterprise. ② It is a foregone conclusion that North China Optical Zhong Bing Optoelectronics, the major shareholder, is ready to go public as a whole and get approval.

600480 Lingyun Co., Ltd. specializes in auto parts. ① At present, Zhuozhou Yada, a subsidiary of one of the domestic large-scale automobile calendering and stamping parts manufacturers, is the only enterprise in the domestic PE gas pipeline field to enter the international market, ranking first in the domestic market share. ② The integration background of military enterprises also provides rich imagination space for them.

600495 Jinxi Axle mainly deals with various axles for railway vehicles. ① At present, the domestic market share of axle, the core product of Asia's largest axle manufacturer, has reached over 30%; ② The additional acquisition of Baotou North Forging is expected to exceed 50%; The decision of the Ministry of Railways to increase the vehicle purchase fee to 300 billion yuan in the next two years will undoubtedly bring great imagination to the company's development.

600967 North Venture specializes in railway vehicles and metallurgical machinery. (1) Continuous large-scale investment will keep the railway equipment manufacturing industry in a state of high prosperity for a long time and create a relatively stable development space for the company. ② The company's wind power tower, steel structure, metal pressure vessel, large-scale precision structural parts, coal excavator and other businesses all belong to "sunrise industry", with huge market potential. ② In recent years, the Ministry of Railways invited tenders for freight cars. The company's leading products are gondolas, tank cars and flat cars of 70 tons and above, ranking among the railway freight car manufacturers designated by 17. (3) With the development of global economic integration, the economy and trade of all countries in the world are gradually increasing, the international crude oil price is rising, and the share of railway transportation in the transportation market of all countries is also increasing, especially in resource-rich countries and regions, railway freight has received more attention, and the development prospect of the international market is very broad.

000059 Liaotong Chemical is mainly engaged in urea. ① One of the large domestic urea production enterprises, urea, the leading product, belongs to the chemical fertilizer manufacturing industry, and its main sales area is Liaoning Province and its surrounding areas. At present, its market share in Liaoning Province exceeds 90%. And it has a market share of nearly 50% in Nanqiang area of Xinjiang. ② The main business has gradually shifted from chemical fertilizer production to petrochemical industry.

002246 Beihua shares mainly produce nitrocellulose and sulfuric acid. Downstream demand is sluggish, but medium and long-term development is expected.

600550 Tianweibao transformer main transformer. ① The company's complete photovoltaic industry chain has begun to take shape; (2) Established a wind power company; ③ The only nuclear power transformer supplier in China.

Third, China Shipbuilding Industry Corporation.

600482 Feng Fan Co., Ltd. mainly produces batteries. The market share in the field of automobile starting batteries is one quarter. Is the undisputed leader in the field of lead-acid batteries. 、

Xinmao Technology focuses on real estate and optical communication networks. Xinfeng Company, a subsidiary, signed a sales contract with Junda Company for fan blades with a total price of 50.8 million yuan. Xinfeng Company has an annual production capacity of 300 sets of 750KW blades.

Four. china state shipbuilding corporation

600072 CSSC is mainly engaged in machinery, steel structure and ship accessories. After receiving orders for several years, the future performance growth is obviously guaranteed, and it has certain investment value at present.

600 150 China ships mainly manufacture, repair and ship diesel engines. The lowest order in history, China ships may only have two orders in five months.

600685 GSI mainly deals with ships and auxiliary machines. GSI is also facing a decline in new orders and benefits from the state's support policies for shipbuilding.

Verb (abbreviation of verb) aviation industry corporation of china

000768 Xifei International specializes in large and medium-sized aircraft parts. ① The growth of net profit maintained steady growth, with a three-year growth rate of 65,438+03.25 times; ② By holding Shen Fei Civil Aircraft and Cheng Fei Civil Aircraft, most of the civil aircraft manufacturing business and subcontracting business of China No.1 Aviation Group were integrated, and the civil products business entered a stage of rapid development; (3) With the start of the integration work of the First Aviation Group, civil aircraft manufacturing resources may continue to be merged into Xifei International. It will become a platform for large and medium-sized aircraft and parts of AVIC.

0020 13 AVIC Seiki specializes in producing automobile seat adjustment mechanisms. ① benefit from the automobile industry of the newly established aviation industry corporation of china (hereinafter referred to as "AVIC") ② benefit from the protective life-saving equipment business brought by the large aircraft project.

002 190 Cheng Fei Integration is mainly engaged in external NC machining of automobile molds. One of the four domestic automobile mold manufacturers, the main business of automobile mold business grew slowly.

600765 Liyuan Hydraulic is mainly engaged in gas turbines, hydraulic parts, radiators and aviation forgings. ① The powerful research and manufacturing base of high-pressure plunger hydraulic pump/motor in China is one of the key enterprises supporting the revitalization of hydraulic and hydraulic basic components during the Eighth Five-Year Plan period. ② Hydraulic parts, one of the main products, are widely used in railway, highway construction and other industries. The state has increased investment in infrastructure construction such as railways, which has given relevant companies great opportunities for development. ③ Since it was issued in 2007, the company has formed four main businesses: gas turbine, hydraulic parts, radiator and aviation forgings. The development trend is good. ④ Strong technical support will surely become a platform for future integration.

600523 Guihang Co., Ltd. is mainly engaged in auto parts and aviation products. Suspend trading. General aircraft platform (Hongdu Airlines or Guihang Airlines),

The above is the original first flight. Aviation industry corporation of china was established on June, 2008165438+1October 6, 2008, and legally inherited all the rights and obligations of the former China Aviation Industry Corporation I and China Aviation Industry Corporation II. The following is the original second airline:

000738 *st Aerospace specializes in motorcycle complete vehicles and parts. ① It is estimated that there will be a loss in 2008. ② It is announced that the company intends to inject high-quality assets related to aero-engine control systems of Changhang Hydraulic Control, Guizhou Honglin, Xi 'an Xikong, Beijing Changkong and other companies through asset replacement and non-public offering of shares. Its main business will change and its future prospects are promising.

600038 Hafei Co., Ltd. is mainly engaged in helicopters, multi-purpose aircraft and regional aircraft. ① Hafei will become the overall listing platform of AVIC Helicopter Company. AVIC will first integrate Changhe Aircraft Company and Hafei Company to concentrate on helicopter R&D and production assets. ② hafei automobile has developed the world's first pure electric vehicle, but its new energy concept is not marked in the software. (3) hafei automobile has set its sights on the goal of building a brand and a boutique car.

600 178 dongan power specializes in producing mini-car engines and gearboxes. ① If the asset integration of the new AVIC is realized through equity transfer, then the auto parts of Guihang will be married to dongan power ② Small-displacement power, and the biggest beneficiary of fuel tax ③ Environmental protection EFI engine, which will enable China automobile industry to take the initiative in the new revolution.

6003 16 Hongdu Airlines specializes in trainers, helicopters, transport planes and agricultural aircraft. It has formed advantages in R&D talents, manufacturing equipment, management, etc., with stable orders and good momentum, occupying an active position in market competition. General aircraft platform (Hongdu Airlines or Guihang Airlines).

600372 *ST Changhe specializes in cars, mini-cars and parts. ① The capital platform of aviation industry corporation of china (hereinafter referred to as AVIC) engine control system will become its actual controller ② The "abandoning the car and boarding" will be placed in AVIC's Shanghai Electric and Lanhang Electromechanical Co., Ltd., which are engaged in aviation airborne business. It is said that the main product of aero-power, aero-engine is the "heart" of aircraft, so the engine control system business to be developed by ST Aerospace is the "brain" of the engine. The military industry accounts for a large proportion, and the market share of each sub-business is high. ③ The company directly benefits from the development of military industry and general aviation industry.

60039 1 Chengfa Technology specializes in aero engines and parts. ① Positioning itself as a world-class supplier of aero-engine and gas turbine parts, with broad market prospects for foreign trade aviation products; (2) The product performance and quality level of the main components of aero-engines and gas turbines have completely reached the advanced level of similar products in the world, and have passed the quality system certification of General Electric Company, Pratt & Whitney Company and Rolls-Royce Company, and become their designated suppliers; With the advantage of low cost, the company will continue to expand and strengthen the field of foreign trade aviation products, and its position in the domestic industry is unparalleled.

000026 FIYTA A mainly produces watches and sells world famous watches. A leader in the domestic watchmaking industry, with strong ability to develop new products, and many chain stores throughout the country, it is one of the largest and most powerful brands among well-known domestic watchmakers.

000043 AVIC Real Estate is mainly engaged in industrial, real estate and hotel services. Implement the company's business strategy focusing on real estate development.

000050 Shen Tianma A specializes in LCD modules and LCD monitors. ① One of the largest LCD and module manufacturers in China, relying on more than 20 years of domestic leading LCD industry experience, technology accumulation and talent reserve, has independently mastered the core technology of TFT-LCD design and manufacturing, and has independent intellectual property rights and technology research and development capabilities. At present, it has become a product supplier of eight well-known enterprises such as Huawei, SanDisk and Chi Mei. (2) China Aviation Technology Shenzhen Investment Holding Company has strong strength and numerous assets. Only listed companies include Shentianma, AVIC Real Estate and Fiyta A.

There may be more than six platforms for aviation group integration, including large and medium-sized aircraft and spare parts platform (Xifei International), general aircraft platform (Hongdu Airlines or Guihang Airlines), helicopter platform (Hafei), aircraft main structure platform (Xifei International), engine platform (aviation power) and heavy machinery platform (Liyuan Hydraulic). The integration platform of automobile manufacturing and other assets has not yet been finalized.

6. China Aerospace Science and Industry Corporation

00090 1 aerospace science and technology majors are engaged in satellite launching services and automotive electronic instruments. ① Is the reorganization plan of aerospace science and technology rejected? ② Continue to promote asset restructuring? ③ A person who has been tracking aerospace science and technology for a long time commented that among the six listed companies in the "Aerospace Department", aerospace science and technology has the best development.

002025 Aerospace Electrical Appliances specializes in producing all kinds of relays and electrical connectors. In 2007, one of the key enterprises in the electronic component industry in China, the winner of the National May 1st Labor Award, the top 100 electronic component enterprises in China and the leading manufacturer of electronic components in China market, was recognized as the "National Enterprise Technology Center".

60027 1 Aerospace Information specializes in VAT anti-counterfeiting tax control system. ① In the assessment results of large central enterprises, Aerospace Science and Industry Group was promoted to Class A enterprise for the first time. ② Liu Zhennan, general manager of the company, once said that during the share reform, major shareholders promised to inject assets and will strictly fulfill this promise.

600677 Aerospace Communication is mainly engaged in communication services and textiles. Getting rid of the inefficient textile industry has successfully turned its main business to the electronic communication industry, which is mainly aerospace communication. In addition, at the end of last year, the company also acquired 565,438+0% equity of Shanxi Jintong Post and Telecommunications Industry Co., Ltd., concentrated the company's key resources to develop the mobile communication value-added service industry, and actively cultivated new profit growth points for the company.

60050 1 Aerospace Chen Guang specializes in special-purpose vehicles, bellows and pressure vessels. Recently, we received the investigation notice No.051from China Securities Regulatory Commission, and the company was put on file for investigation because it was suspected of violating the relevant provisions of securities laws and regulations.

600855 Aerospace Changfeng is mainly engaged in optical mechanical and electrical system products and services. ① We don't intend to abandon the high-quality asset injection plan, and promise to honor the promise of share reform as soon as relevant policies are introduced. ② Although many listed companies under Aerospace Science and Technology have the concept of military enterprise, their performance is mostly average.

7. China Aerospace Science and Technology Corporation

000063 ZTE is mainly engaged in all kinds of communication equipment products in the whole industry. ① ZTE, which has the highest overlapping exposure among the "gold stocks" launched by major brokers in 2009, has also attracted the attention of private equity funds; 23G is the biggest leader in the concept, and it will be a hundred-dollar bull stock in the future bull market.

600 1 18 China Satellite is mainly engaged in small satellite manufacturing and satellite application services. ① At present, the only satellite manufacturing company in the listed companies, aerospace manufacturing, and the continuous investment of the state make the industry growth exceed the cyclical fluctuation of the economy, and there is no doubt that the space technology and satellite industry will maintain a growth of 20%. ② It may be an important platform for future integration.

600 15 1 Aerospace Electromechanical Co., Ltd. specializes in auto parts such as automobile air conditioners. ① Shanghai local shares were established, with subsidiaries in Kangqiao Town, Nanhui District, near Chuansha Town and Beicai Town, Pudong. For example, the subsidiary Shanghai Automobile Air Conditioning Factory covers an area of 87,365,438+08 square meters. ② In recent years, solar polysilicon has developed on a large scale, and Shanghai Aerospace New Energy Development Company, a wholly-owned subsidiary, has been established to build a platform for the development of solar energy industry in Shanghai. China Aerospace Electromechanical Co., Ltd. includes a wholly-owned subsidiary, Shenzhou New Energy, which holds 29.43% shares in Shenzhou Silicon Industry. After the implementation of the rights issue, Aerospace Electromechanical will hold 60.34% of the shares of Shenzhou Silicon Industry. The total capital of silicon industry in China 10 1 100 million yuan.

600343 Aerospace Power specializes in hydraulic torque converter, intelligent gas meter and special pump. ① The only enterprise in China with independent research and development capability of sheet metal stamping and welding hydraulic torque converter has strong technical strength. Compared with casting hydraulic torque converter, the company's sheet metal stamping welding hydraulic torque converter has a better market prospect. As early as 2002, the company began to cooperate with German ZF company and obtained the company's quality certificate. The industrial prospect is worth looking forward to. ② It will be an engine integration platform.

600879 Rocket Co., Ltd. is mainly engaged in supporting electronic equipment and components for aerospace. High-tech listed companies specializing in aerospace electronic measurement and control, aerospace electronic countermeasures, aerospace guidance and aerospace electronic components have been widely used in various types of satellites and rocket vehicles, and have certain monopoly advantages in the domestic satellite navigation system integration field and obvious core competitiveness.

Eight, China Nuclear Industry Construction Group Corporation.

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Nine, China National Nuclear Corporation

000777 CNNC specializes in producing all kinds of industrial valves. The first listed company in China's valve industry and nuclear industry system has been listed as the main supplier of valves by world-class companies such as Sinopec, PetroChina, CNOOC and China Baosteel Group, providing supporting petrochemical facilities for Dushanzi Petrochemical in Xinjiang on the Sino-Kazakhstan line, which will become the biggest beneficiary of the construction of oil pipelines in China-Kazakhstan line and China-Russia line in the future, and deserves investors' attention!

X. China Electronics Technology Group

600990 Sichuang Electronics is mainly engaged in radar and radar supporting, radio and television products. The best domestic civil radar supplier, with the national meteorological radar production base and the only engineering integrated circuit product design and research center in China radar industry.

600850 East China Computer is mainly engaged in integrated equipment sales, engineering project services and software revenue. The major shareholder of the company is the earliest company engaged in computer software and hardware research and development in China, which has the advantage of being a technological pioneer and has certain expectations for asset injection and restructuring.

Attachment: Several military concept listed companies other than authentic military enterprises:

The main business of 600565 Ma Di Co., Ltd. is the research, development, manufacture and sales of bulletproof armored vehicles, police vehicles and other special vehicles. Key high-tech enterprises of the national torch plan recognized by the Torch High-tech Industry Development Center of the Ministry of Science and Technology. In recent years, the market share of main products is in a leading position in China.