002413 Leike Defense Limit-Up Analysis and Military Industry Sector Linkage Effect

This analysis is based on the limit-up event provided by tushare_zt_pool [0]. Leike Defense (002413) hit the limit-up on November 25, 2025, with key driving factors including the overall strength of the military industry sector, inflow of main funds, and boosted market sentiment. Dragon and Tiger List data shows that GF Securities Taizhou Donghai Boulevard Branch had a net purchase of 137 million yuan [1], providing strong support for the stock price rise.

As a high-tech enterprise in the national defense and military industry field, Leike Defense focuses on radar systems, smart ammunition, satellite applications, and other businesses [0]. This limit-up occurred against the backdrop of the military industry sector becoming a market hotspot, with many individual stocks in the sector performing excellently [4]. The company’s stock price rose by 10.05% in a single day [3], and trading volume increased significantly, reflecting the market’s optimistic expectations for the company and industry prospects.

1. Sector Linkage Effect
   : Leike Defense’s limit-up is closely related to the overall strength of the military industry sector. The sector index has performed strongly recently [5], driving up individual stocks.
2. Capital Flow Characteristics
   : Dragon and Tiger List data shows a significant net inflow of main funds [1], indicating increased attention from institutional investors to the company.
3. Business Synergy
   : The linkage effect between the company’s satellite application business and the satellite internet sector is worth noting; this sector has also been active recently [2].

• Risks
  : The military industry sector is greatly affected by policies and international situations, and there may be volatility risks in the short term [4].
• Opportunities
  : Industry policy support and technological upgrading trends provide opportunities for the company’s long-term development [0], and emerging business areas such as satellite internet have growth potential [2].

Leike Defense’s limit-up is the result of the combined effect of sector trends, capital inflows, and the company’s fundamentals. Investors should pay attention to sector dynamics and the company’s subsequent performance, and make decisions based on their own risk preferences.