November 17 news, the defense industry plate short-term pull up, as of press release, Yaxing anchor chain rose nearly 6%, Tongyi Aerospace, Great Wall military industry, Hai Lanxin rose.
On the news side, public offering funds increased their holdings in military industry for two consecutive quarters, and the proportion of positions reached a new high. 1) the proportion of the market capitalization of heavy positions in 21Q3 funds continued to rise to 4.33%, an increase of 0.71% over the previous quarter, and the proportion of positions reached a new high in recent years, exceeding the market capitalization of the sector by 1.3%. 2) the number of active funds for heavy military stocks was 2062, an increase of 42.11% over the previous month. Following the large-scale increase in 20Q4 funds' holdings of military stocks, the number of 21Q3 heavy military stocks funds reached a new high.