Lates News

Open Source Securities pointed out that the military parade is an important catalytic factor in this round of the military industry market. The market has higher expectations for new equipment and new weapon platforms. Some new equipment is expected to become the main equipment products in the next 5 years. With the improvement of weapon and equipment informatization and intelligence, the total amount of equipment procurement is expected to increase simultaneously. There are differences in the market's expectations for the market after the military parade. The current round of the military industry sector's market comes from the rebound in fundamentals. It is expected that military orders from 2025Q3 to 2025Q4 will continue to be realized. The development direction of equipment in the "15th Five-Year Plan" is also expected to set the tone, and the sector has continuous upward momentum and catalysis.