Leike Defense (002413) Limit-Up Analysis: Military Informatization Trends and Global Geopolitical Context

Leike Defense (002413) recently hit the limit-up and entered the Tushare limit-up pool [0]. The company is a core enterprise in China’s national defense and military sector, with main businesses covering high-tech equipment fields such as radar systems, satellite navigation, and electronic warfare [0].

1. Sino-US AI Arms Race Heating Up
   : According to Forbes, the Sino-US AI arms race has entered a critical new phase, with artificial intelligence applications in the defense sector becoming the focus of competition [2]. Leike Defense’s core products (e.g., radar, electronic warfare systems) are highly matched with the needs of military informatization and intelligence, and are expected to benefit from this trend.
2. Global Military Technology Trends
   : Sustained geopolitical tensions continue to drive global defense spending growth. Russia recently adjusted its drone strategy and increased the deployment of reusable drones [5], reflecting the importance of new high-tech equipment. Leike Defense’s technical accumulation in related fields may put it in an advantageous position.
3. Domestic Policy Support
   : China continues to promote national defense modernization, and military enterprises benefit from stable budget growth and informatization transformation policies [0]. As a leader in the niche segment, Leike Defense’s product demand may increase with industry upgrading.

Leike Defense’s limit-up this time may be influenced by the following combined factors:

• Market sentiment towards the military sector has recovered, especially in the informatization and intelligence segments;
• News related to the Sino-US AI arms race has drawn attention to high-tech national defense enterprises [2];
• Global military technology trends (such as reusable drones [5]) have strengthened market expectations for high-tech military equipment enterprises.

In the short term, the military sector may continue to be influenced by geopolitical and policy news. In the long term, national defense informatization and the deep application of AI in the military sector will be core development directions. Leike Defense’s business layout is highly aligned with these trends, and it is recommended to pay attention to its subsequent order situation and technological R&D progress.