Analysis of Leike Defense (002413) 5-Minute Vertical Limit-Up: Defense Technology Sector Drivers and Market Impact

This analysis is based on a report from Securities Times [2]. Leike Defense (002413) experienced a vertical limit-up within 5 minutes on November 28, 2025 [2]. As a defense technology enterprise, the company’s business covers radar systems, satellite applications, intelligent control, and other fields [0], benefiting from multiple factors:

• Industry Policy and Sector Boom
  : 2025 is a key year for 6G standard research with clear policy support [0]; the commercial aerospace market size is expected to reach 2.8 trillion yuan [0].
• Global Defense Investment Growth
  : Approximately 28 billion US dollars have flowed into the fields of autonomous systems and communication technologies [5], driving up demand for military informatization.
• Sector Linkage Effect
  : The military sector has performed strongly overall, with many concept stocks rising significantly [1], and demand for military technologies such as satellite navigation and radar systems has increased [0].

Cross-domain driving factors have emerged: The trend of technological integration between defense technology, 6G, and commercial aerospace is obvious [0]; the global wave of investment in autonomous defense networks (28 billion US dollars) [5] resonates with the popularity of the domestic military sector, amplifying the stock’s increase.

: The national defense informatization sector continues to expand, and the company’s core technical advantages are expected to be further released [0]; policy dividends in commercial aerospace and 6G fields still exist [0].
: Excessively fast short-term gains may face correction pressure [0]; changes in the rhythm of global defense investment may affect industry growth rate [5].

Leike Defense’s strong performance is the result of the combined effect of multiple factors such as industry policies, global investment, and sector popularity. The company’s layout in radar systems, satellite applications, and other fields is highly aligned with the current development direction of defense technology [0], but attention should be paid to the risk of short-term market fluctuations.