CSI Defense

AVICOPTER to Release FY2025 Earnings on May 20 After-Market (BJT), Forecast Revenue CNY 34.5 B, EPS CNY 0.75

GUIZHOU ZHENHUA FENGGUANG SEMICONDUCTOR released FY2026 Q1 earnings on April 29 After-Market BJT, actual revenue CNY 137.27 M, actual EPS CNY -0.0671

XEMC released FY2026 Q1 earnings on April 29 After-Market (BJT), with actual revenue of CNY 1.223 B and EPS of CNY 0.034

CEC CORECAST released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 532.29 M, actual EPS CNY 0.0364

AVICHM released FY2026 Q1 earnings on April 29 After-Market BJT, actual revenue CNY 2.455 B, actual EPS CNY 0.1

CEC CORECAST released FY2025 Q4 earnings on April 29 After-Market (BJT), actual revenue CNY 1.612 B, actual EPS CNY -0.0472

CEC CORECAST released FY2025 earnings on April 29 After-Market BJT, actual revenue CNY 3.536 B (forecast CNY 3.897 B), actual EPS CNY 0.1696 (forecast CNY 0.48)

SACO released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 1.614 B (forecast CNY 2.342 B), actual EPS CNY 0.11

712 Corp. released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 245.94 M, actual EPS CNY -0.08

Guobo Electronics released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 318.88 M, actual EPS CNY 0.0014

Zhenhua Tech released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY 1.829 B (forecast CNY 3.294 B), actual EPS CNY 0.7259 (forecast CNY 1.31)

Zhenhua Tech released FY2025 earnings on April 28 After-Market (BJT), actual revenue CNY 5.755 B (forecast CNY 6.098 B), actual EPS CNY 1.8504 (forecast CNY 1.99)

Guoke Group released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 154.91 M, actual EPS CNY 0.09

AVIC SAC released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 2.612 B, actual EPS CNY 0.06

Torch Electron released FY2026 Q1 earnings on April 28 Pre-Market (BJT), actual revenue CNY 1.35 B, actual EPS CNY 0.08

HONGYUAN ELECTRONICS released FY2026 Q1 earnings on April 28 After-Market BJT, actual revenue CNY 410.52 M, actual EPS CNY 0.42

AVIC CAC released FY2025 Annual Earnings on April 28 After-Market BJT, actual revenue CNY 75.36 B (forecast CNY 80.09 B), actual EPS CNY 1.2845 (forecast CNY 1.4)

AVIC CAC released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY 27.07 B, actual EPS CNY 0.4758

CATEC released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 1.843 B, actual EPS CNY 0.009

AVIC CAC released FY2026 Q1 earnings on April 28 During-Market BJT, actual revenue CNY 5.946 B, actual EPS CNY 0.0721

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The geopolitical situation in the Middle East has escalated, and the military industry sector has risen against the trend. U.S. President Trump stated that the conflict with Iran has reached a "significant day," and the U.S. military has destroyed multiple targets. CITIC Securities expects global military spending to reach USD 2.72 trillion in 2024, marking the largest increase since the Cold War. The U.S. has proposed to raise the defense budget for fiscal year 2027 to USD 1.5 trillion. China's defense budget for 2026 is set at CNY 1,909.561 billion, a year-on-year increase of 7%. As of March 30, the CSI Defense Index has risen by 0.27%, and the Penghua CSI Defense ETF has increased by 0.45%

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Penghua CSI Defense ETF

The defense ETF Penghua is on the rise, as the geopolitical situation escalates, the military industry sector is rising against the trend

The geopolitical situation in the Middle East continues to escalate, with the defense ETF rising nearly 1%. Huatai Securities pointed out that in the future, our military's equipment construction will shift from quantitative expansion to qualitative leaps, especially in the fields of unmanned intelligence and advanced weapons. There is an urgent global demand for new defensive measures, and related equipment is entering a development window. The CSI Defense Index rose by 0.99%, with strong performance from constituent stocks. The latest price of the defense ETF is 0.86 yuan, closely tracking the CSI Defense Index

The Defense ETF rose nearly 1%, as escalating geopolitical tensions catalyze the military industry market

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The defense ETF rose over 2%, influenced by geopolitical situations, with the military industry sector continuing to heat up. The 2026 government work report lists "Aerospace" as an emerging pillar industry, indicating significant growth potential for defense spending, which is expected to remain above GDP growth rates in the long term. The CSI Defense Index surged strongly, with constituent stocks performing well, and the defense ETF closely tracks this index, reflecting the overall performance of the defense industry

Huatai-PB CSI All Share Aviation & Aerospace ETF

Tianhong CNI Aerospace ETF

ChinaAMC CNI Aerospace ETF

Hwabao WP CSI Military Industry ETF

The defense ETF rose over 2%, as the geopolitical situation continues to catalyze the military industry

CSI Defense(399973.SZ)

The defense ETF Penghua is on the rise, as the geopolitical situation escalates, the military industry sector is rising against the trend

The Defense ETF rose nearly 1%, as escalating geopolitical tensions catalyze the military industry market

The defense ETF rose over 2%, as the geopolitical situation continues to catalyze the military industry