Comprehensive Analysis of the Popularity Reasons and Industry Prospects of Leike Defense (002413.SZ)

Leike Defense (002413.SZ) was founded in 2002, with a deep military research background. It was listed in 2015, and its business covers radar systems, satellite applications, intelligent control, and other fields [0]. Recently, as the leading stock in the space station concept sector, the company hit a 10.02% limit-up [1], mainly benefiting from the improved prosperity of the military aerospace industry: geopolitical tensions have promoted increased global defense investment (such as Poland launching military satellites [2], Germany’s 5-year 35 billion euro space investment [0]), and policies supporting emerging industries such as commercial aerospace and low-altitude economy [0]. The company independently masters core capabilities such as radar algorithms and satellite technology, and cooperates with Huawei, BYD, etc. in intelligent connected businesses [0].

Cross-domain correlation is significant: military technology is transformed into civilian use (such as automotive millimeter-wave radar), but fierce competition in this field leads to customer bad debts [0]; the development of global defense technology (such as Raytheon radar delivery [3], U.S. missile defense system investment [0]) brings long-term opportunities to the industry. The deep implication is that under the trend of military-civilian integration, enterprises with technical advantages are expected to break through in new industries, but need to balance market risks.

: Fierce price war in automotive millimeter-wave radar, leading to bad debt provision due to customers’ operational difficulties [0]; high pressure from technological iteration, requiring continuous R&D to cope with new technologies such as 4D imaging radar [0].
: Policy support for industries such as commercial aerospace and intelligent connected vehicles [0]; the company has growth potential in satellite internet, intelligent unmanned systems, and other fields [0]. Priority: Short-term focus on stock price fluctuations and industry policies; long-term focus on technological R&D and market expansion.

Leike Defense has advantages in radar, satellite, and other fields relying on its military technology accumulation, and has performed well recently due to the space station concept sector [1]. The improved industry prosperity and policy support provide momentum, but it needs to address competition and bad debt risks. Investors should comprehensively consider the company’s technical strength, industry trends, and challenges to make rational decisions.