这是继美国空军装备F-22和F-35之后，全球第二个同时装备两款隐身战机的国家。J-20+J-35A! The Chinese Air Force will equip two stealth fighters at the same time
People's Air Force official announcement: The J-35A is really here!
Military expert Li Li: The unveiling of the J-35A means that the Chinese Air Force will have two stealth fighter jets at the same time — the J-20 and the J-35A.
This is the second country in the world to be equipped with two stealth fighters at the same time after the US Air Force is equipped with the F-22 and F-35.
A number of military themed funds became the main target for institutional holders' purchases at the end of September. Some superinvestors even purchased more than 1.2 billion shares in a single military fund product. There were also institutions that bought 75 million shares of military funds in just one week, and star fund managers from the New Energy Circuit received self-purchase support from fund companies after betting on the military industry.
Regarding the potential of the current military circuit, many fund managers believe that the fundamentals of the aerospace and military industry are showing positive signs, and that the industry's stock price flexibility is more deeply affected by policies, and the response is faster and more direct.
According to the CITIC Construction Investment Securities Research Report, the military industry is currently in the triple bottom range of sector valuation, performance growth rate, and capital allocation, and has significant investment value. The research report determined that with the gradual implementation of military personnel adjustments and related system reforms, orders for the second half of the “14th Five-Year Plan” are expected to be gradually issued. The backlog is compounded by new demand. The growth rate of industry orders and performance is expected to rise steadily in 2024, or the second round of structural recovery may begin.
Core enterprises in the aerospace and military sector:
China Aviation Technology and Industry (02357): China Aviation Technology and Industry's main industry has formed a complete aviation industry chain, including complete aviation equipment, aviation supporting systems and related services, engineering services, and aviation-related investments. The four A-share listed companies controlled by Zhongzhi, Hongdu Airlines, China Aviation Optoelectronics, and China Aviation Airborne have formed core competitiveness in the middle and downstream businesses of the aviation industry chain.