Torch Electronics (603678): Torch Electronics since its inception to focus on the field of capacitors, the main mature products, including MLCC, tantalum capacitors, supercapacitors, etc., the company's products in aerospace and aviation, communications, electric power, automotive and other military and civilian high-end fields are widely used.
Zhenhua Science and Technology (000733): Zhenhua Science and Technology is China's leading military electronic components. Its general-purpose components, semiconductor discrete devices, electromechanical components, integrated circuits, MLCC/LTCC series of materials, electronic pastes and other electronic functional materials in the field of continuous realization of the expansion of product categories, the core competitiveness of the enterprise continues to strengthen.
Hongyuan Electronics (603267): Hongyuan Electronics is my g military multilayer ceramic dielectric capacitors (MLCC) core suppliers, main products to multilayer ceramic dielectric capacitors (MLCC), DC filters and other electronic components for the core of the research and development, production, the downstream is widely used in the aerospace, electronic information, such as the military field and the new energy, consumer electronics and other civilian areas.
Hongda Electronics (300726): Hongda Electronics is the domestic military tantalum capacitor production in the field of leading enterprises. The company has more than 20 years of tantalum capacitor R & D and production experience, six domestic advanced tantalum capacitor production line, perfect quality inspection system and complete tantalum capacitor test technology, with high-energy tantalum hybrid capacitors, polymer tantalum capacitors, such as military capacitors, the core technology and patents.
Concept categories:
Chinese and foreign concepts
1, China concept stocks are relative to the overseas market, the same company can be listed on different stock markets separately, so it is possible for certain China concept companies to be listed at the same time in China.
2, the United States to accept the Chinese concept shares is mainly due to the influence of China's huge market, is equivalent to investing in Chinese companies, but this reason is mainly the interest orientation of capital, in order to pursue a higher return on investment, and politics has nothing to do.
Restructuring concept
Restructuring is the eternal topic of the bull market, if the restructuring of the former into some stocks, often can be rich, nowadays Haitong Securities is the original Chengdu Construction Investment, three years up 50 times.
Restructuring stocks generally mediocre performance, but there are some good stocks, restructuring concepts and good performance, such as today's holdings of the cloud Tianhua.
Buying 10 restructured stocks in a down cycle, there are always a few that may work, then this bet is not a bad way to speculate.
An important element of the new "nine articles" is to encourage market-oriented mergers and acquisitions. However, the A-share mergers and acquisitions restructuring concept of the halo is no longer, but become a "high-risk minefield". Failure of mergers and acquisitions or be investigated, etc. so that the shareholders were greatly injured, and good stock reorganization failed for two consecutive stops, the market value of nearly 3 billion yuan; reorganization of insider trading frequently down listed companies executives, Lushiao technology, Jinfeng Investment and other company executives suspected of insider trading was investigated.