First of all, the military sector performed well in the past few months, far stronger than the market index. Now the low-level plate has made up for the rise, and the high-level plate has made up for the fall. The rotation of the plate has made the military sector perform poorly in recent days; The flexible configuration of the southern military reform is mixed with A, and the theme of the rich military industry is mixed with A.

Second, due to the substantial growth in the performance of military enterprises last year and the relatively high base, the growth rate of performance has slowed down this year. From the overall situation of 103 military target, the operating income of 2022Q 1-Q3 was * * 398.254 billion yuan, up by 10.20% year-on-year, and the net profit was * * * 29187 million yuan, up by 6.06% year-on-year. The performance of the materials sector and the aviation sector grew rapidly, with net profit growth rates of 36% and 16% respectively, which can only be considered as moderate among all sectors;

Third, some shareholders of individual stocks have not announced their reduction, which has a great impact on individual stocks, especially the military sector that performed well in the past few months. Taking AVIC Optoelectronics as an example, the company received the price of 1 1% from Henan Investment Group Co., Ltd. on June 4, 2022. The notification letter of the change in shareholding ratio has not been announced before. The reason is that shareholders holding more than 5% of the company's shares reduced their holdings through block transactions and did not conduct centralized bidding, which is in line with relevant regulations. AVIC Optoelectronic's share price fell by 6.29% last week and fell by 2.8 1% today. It seems that the impact is still relatively large. Guangfa CSI Military ETF Link C Penghua CSI Aerospace Military Index (LOF)A

Personally, I don't think any sector can go up and down all the time. The military sector has performed well in recent months, and appropriate adjustments are acceptable. In the long run, the military sector is still a very good track. From the news point of view, there is good news for the military sector. The 14th China International Aviation and Aerospace Exhibition will be held at Zhuhai International Air Show Center 165438+ on October 8-3, 2022. The concentrated appearance of advanced equipment and new models is expected to arouse the market's attention and enthusiasm for the military sector. Tomorrow we will look at the military sector.