Leike Defense (002413) Limit-Up Analysis: Driven by Military Industry Sector Strength and Satellite Concept

Leike Defense (002413) is a high-tech enterprise focusing on the national defense and military industry field, founded in 2002 and listed in 2010. Its main business covers five major business groups including radar systems, intelligent ammunition, satellite applications, etc. [0]. On November 25, 2025, the company’s stock hit the limit-up, with the share price reaching 7.01 yuan [0]. The cumulative deviation of closing price increases over three consecutive trading days exceeded 20%, triggering an abnormal fluctuation announcement [2]. In terms of capital, Dragon and Tiger List data shows GF Securities Taizhou Donghai Boulevard net bought 137 million yuan [1]. The military industry sector became a market hotspot in 2025, and Leike Defense, as a military and satellite concept stock, was sought after by capital [0]. Satellite navigation concept stocks performed actively, and the company benefited from the overall upward trend of the industry [0].

1. Military Sector Linkage Effect
   : The limit-up of Leike Defense is closely related to the overall strength of the military industry sector. Investors have strong expectations for the dual driving forces of the concentrated delivery of the final orders of the “14th Five-Year Plan” and the start of the new “15th Five-Year Plan” in the military industry [0].
2. Satellite Concept Catalyst
   : The satellite application business is one of the company’s core sectors, and the increased market attention to satellite technology has driven the stock price up [0].
3. Obvious Capital Inflow
   : The large net purchase of institutional funds shows the market’s confidence in the company’s short-term performance [1].

• Risks
  : Continuous abnormal fluctuations may attract regulatory attention, and short-term stock price volatility risk is high [2]; the military industry is greatly affected by policies, so subsequent policy changes need to be paid attention to [0].
• Opportunities
  : The military industry has great long-term growth potential, and the company’s core business is in line with the national strategic direction [0]; the satellite application field has broad development space and may become the company’s future growth point [0].

The recent limit-up of Leike Defense (002413) is mainly driven by the strength of the military industry sector, the satellite concept, and capital inflows. Investors should pay attention to the company’s abnormal fluctuation announcements and subsequent industry policies, rationally view short-term stock price fluctuations, and make decisions based on their own risk tolerance.