India’s defence stocks surge post India-Pakistan ceasefire, China’s defence stocks nosedive
印巴停火后,印度军工股暴涨,中国军工股暴跌
India-Pakistan tensions: Defence stocks in India and China tell an interesting tale after the India-Pakistan ceasefire. Post the Pahalgam terror attack, India launched Operation Sindoor to target terrorist camps in Pakistan and Pakistan occupied Kashmir. The neighbouring country’s resulting drone attacks led to India striking several of their air bases.
Pakistan extensively made use of Chinese weapons, fighter aircraft and air defence systems in its attempt to stop India’s strikes. India on the other hand used a lot of indigenous defence systems which helped it strike Pakistan's assets with precision.
印巴紧张局势:印巴停火后,两国军工股走势透露有趣信号。帕哈尔加姆恐怖袭击事件后,印度发起“辛杜尔行动”打击巴基斯坦及巴控克什米尔地区的恐怖主义营地,巴基斯坦随后发动无人机袭击,随后印度空袭其多个空军基地。
巴基斯坦在拦截印军打击时大量使用中国武器、战斗机和防空系统,而印度则依赖本土国防体系,精准打击巴方目标。
China Defence Stocks Plunge
In Shenzhen, Avic Chengdu Aircraft Co., which manufactures the J-10C fighters used by Pakistan, has seen a significant 9% decline over three trading sessions. Similarly, Zhuzhou Hongda Electronics Corp, producer of PL-15 air-to-air missiles, suffered a 10% fall, according to an ET report.
The downward trend continued across other Chinese defence firms as well. China Aerospace Times Electronics recorded a 7% fall in two days, whilst Bright Laser Technologies, North Industries Group, China Spacesat and AVIC Aircraft witnessed declines between 5-10%.
This occurred after satellite imagery contradicted Pakistani claims about damaging Indian airbases whilst confirming Indian Air Force's precise strikes on Pakistani facilities.
中国军工股暴跌
据《经济时报》报道,在深圳证券交易所,为巴基斯坦生产歼-10C战斗机的成都飞机工业(集团)有限责任公司股价在三个交易日内显著下跌9%。同期,生产PL-15空空导弹的株洲宏达电子股份有限公司股价跌幅达10%。
其他中国军工企业亦呈下跌趋势:航天时代电子技术股份有限公司两天内股价下跌7%,大族激光、北方工业集团、中国卫星(China Spacesat)及中航飞机(AVIC Aircraft)等公司股价跌幅在5%-10%之间。
这一走势与卫星图像数据直接相关——不仅反驳了巴基斯坦“破坏印度空军基地”的说法,更证实了印度空军对巴方设施的精准打击。
India’s Defence Stocks Surge
Meanwhile, investors are actively buying into Indian defence stocks following India's Operation Sindoor, which showcased the nation's military capabilities supported by indigenous weapons and advanced domestic technology.The Nifty India Defence Index has recorded a remarkable 10% increase over three days, whilst companies like IdeaForge, GRSE, Cochin Shipyard, and Bharat Dynamics experienced substantial growth of up to 38% within a week.
"With India achieving all its avowed strategic objectives, Operation Sindoor was an unequivocal success… a success powered by home-grown weapons and cutting-edge domestic technologies," said Dr. Manoranjan Sharma, Chief Economist at Infomerics Valuation and Ratings Ltd. "The rally in defence stocks is on,” he said according to an ET report.
Defence sector stocks haveexperienced significant gains with Cochin Shipyard, Bharat Dynamics, Mazagon Dock Shipbuilders, and Paras Defence and Space Technologies recording increases ranging from 10% to 35% since April 22, following the Pahalgam terrorist incident that sparked military tensions between India and Pakistan. The Nifty India Defence index registered a nearly 13% increase as market participants anticipated potential increases in government defence allocations.
印度军工股暴涨
与此同时,“辛杜尔行动”展现了印度依托本土武器和先进技术的军事能力,投资者因此积极增持印度国防股。印度国家证券交易所(Nifty)国防指数三天内涨幅达10%,伊蒂法基公司(IdeaForge)、加登·里奇造船工程有限公司(GRSE)、科钦造船厂(Cochin Shipyard)及巴拉特动力有限公司(Bharat Dynamics)等企业股价一周内涨幅最高达38%。
英富曼估值与评级有限公司(Infomerics Valuation and Ratings Ltd)首席经济学家马诺兰詹·夏尔马博士(Dr. Manoranjan Sharma)表示:“印度成功实现所有既定战略目标,‘辛杜尔行动’取得全面胜利……这一胜利由国产武器和尖端技术驱动。”《经济时报》援引其观点称:“国防股上涨行情已经启动。”
自4月22日帕哈尔加姆恐怖袭击引发印巴军事对峙以来,科钦造船厂、巴拉特动力、马扎冈船坞造船有限公司(Mazagon Dock Shipbuilders)及帕拉斯国防与空间技术公司(Paras Defence and Space Technologies)等国防板块股票涨幅在10%-35%之间。由于市场预期印度政府可能增加国防拨款,印度国家证券交易所国防指数累计涨幅接近13%。
以下是中国网友对印度媒体报道的反驳
After India was thoroughly defeated by Pakistan, Modi and the BJP government instead of reflecting on India's weak national strength loudly proclaimed a victory across the country. Sharma, the representative of God media and my goddess, once again led the fake news industry. She claimed on her program that Indian weapons proven successful in combat are being sought after by countries worldwide. In contrast, she said the stock of Qindu Aircraft Corporation, the supplier of Pakistan's J10 and part of AVSC, plummeted.
Indian netizens celebrated wildly in the comments, claiming Pakistan became a testing ground for India's advanced weapons and that India has become a global military superpower. This mental victory tactic truly shocked me. I had booked a spot for my goddess at a mental health hospital in Shanghai and invited her to visit China to treat her brain. The lead doctor was confident he could cure her "lying cancer." But seeing her performance these past 2 days, even his confidence wavered—this seems like a terminal case beyond treatment.
在印度被巴基斯坦彻底击败后,莫迪和人民党政府没有反思印度薄弱的国力,反而在全国大肆宣扬“胜利”。作为“神媒”代表和“我的女神”,帕尔基再次操弄起假新闻行当。她在节目中宣称,经实战检验成功的印度武器正被世界各国追捧。她还称,巴基斯坦歼-10供应商、属于中国航空工业集团一部分的“成都飞机公司”股价暴跌。
印度网民在评论区狂欢,声称巴基斯坦成了印度先进武器的“试验场”,印度已成为“全球军事超级大国”。这种精神胜利法着实令我震惊。我早已在上海一家精神卫生医院为“女神”预定了床位,邀请她来中国治疗“脑子”。主治医生原本自信能治愈她的“说谎癌症”,但看了她这两天的表现,连他都动摇了——这似乎已是无药可救的病症。
I don't understand why Indians are celebrating so frantically in the comments. As long as your hands and brains still function, you can easily search AVIC's stock price. Chingdu aircraft stock surged significantly in May, far exceeding normal levels. Upon closer inspection, AVIC experienced consecutive daily limit increases after the air conflict erupted. The downing of a Raphael fighter jet confirmed by media in France, the US and other countries has made India's military a global laughingstock. Yet you plan a 10-day celebration. Celebrating what? The revival of the Baret Cowdong Empire.
Just days ago, Pocky Sharma accused the US of ignoring India's achievements. And now she has escalated to blaming global media for overlooking India's accomplishments.
我不明白印度网民为何在评论里狂欢至此。只要动手动脑子搜一下中国航空工业集团的股价就清楚:成都飞机相关股票5月大幅上涨,远超正常水平。细查发现,空战冲突爆发后,相关股票连续多日涨停。而法国、美国等多国媒体确认印度“阵风”战斗机被击落一事,早已让印度军方沦为全球笑柄。你们却打算搞十天“庆祝”,到底在庆祝什么?巴雷特·考东帝国的复兴吗?
就在几天前,“帕尔基·夏尔马”还指责美国无视印度“成就”,如今又变本加厉,怪罪全球媒体忽视印度的“丰功伟绩”。
以下是印度时报读者和各国网友的评论:
sudiptorudra
all points in this article are valid, though I think the exports are going to be biggest boon for us as other defense forces always want to buy systems that are war proven. This was our first example of Brahmos, Akash, akashteer and such systems in action and being super effective.
这篇文章中的观点都有道理,但我认为出口会成为我们最大的优势,因为其他国家总是希望购买经过实战验证的装备。我们的“布拉莫斯”“阿卡什”“阿卡什蒂尔”等系统首次投入实战,且效果极佳。
Vinod Tripathi
Every one should believe in Indian defence system and invest in these stock. One must buy these stocks to earn profit. Company will earn and thus us.
每个人都应信任印度军工系统,并投资相关股票。想盈利就必须买入这些股票——公司盈利,投资者也会受益。
Emancipated
Chinese defence stocks deserve at the least 50% rout. Because they're now practically JUNK. Nigeria should cancel their J10/J17s orders, so should Myanmar. Infact India had gifted 4 Mig 29s to Myanmar, and which were outstanding performers against Rohingya TERRORISTS, why did Myanmarese stop procuring Indian weaponry. PL-15 are now dead technology, because Indian reverse engineering is going to design counters to PL15s, so companies involved in manufacturing them should be shorted. Also Wing Loong drones manufacturing companies, because they're JUNKED too. The entire ecosystem of companies manufacturing JF fighter jets, PL15, Wing Loongs etc .... need to be shorted out. Because they're DUD. As counter to Chinese weapons to Pakistan, India should sell Akash to Taiwan. Entire ASEAN should now be defended by Akash missile systems.
中国军工股至少应暴跌50%,现在简直是垃圾股。尼日利亚应取消歼-10/歼-17订单,缅甸也应取消订单。
事实上,印度曾向缅甸赠送4架米格-29,这些战机在打击罗兴亚恐怖分子时表现出色,缅甸为何停止采购印度武器?
PL-15导弹如今已过时,印度通过逆向工程,将研发反制措施,因此生产该导弹的企业股票应被做空。
翼龙无人机制造企业也一样,它们的产品同样垃圾。枭龙战斗机、PL-15导弹、翼龙无人机等制造企业都需被做空,因为它们的产品毫无价值。
为反制中国向巴基斯坦供应武器,印度应向台湾地区出售“阿卡什”导弹,整个东盟都应采用“阿卡什”导弹系统进行防御。
Manish Lad
While this is good, India should cautiously tread to whom they want to sell and what. India has very few true friends and many foes (some hidden) who can handover the technology to larger foes. Tread with caution in this victorious phase. Well done to Modi Government and our scientists and armed forces. Now is the time to sustain the glory.
这固然是好事,但印度需谨慎选择武器销售对象和种类。印度真正的朋友很少,敌人却很多(包括潜在敌人),这些势力可能将技术转交给更强大的对手。在胜利阶段务必保持谨慎。莫迪政府、科学家和武装部队表现出色,现在应继续捍卫这份荣耀。
Vyakulgandhiji
Day we get rid of political families like Gandhi's, yadavs, stalins, thakreys, pawars, mayawatis, abdullahs etc etc, we would be in forefront of this world.
一旦我们摆脱甘地家族、亚达夫家族、斯大林家族、塔克雷家族、帕瓦尔家族、玛雅瓦蒂家族、阿卜杜拉家族等政治家族,印度就能跻身世界前列。
Janjan
Whatever lies western media is portraying about effectiveness of Chinese arms in Op Sindoor,the stick market speaks the truth
无论西方媒体如何编造中国武器在“辛杜尔行动”中的效果,股市是不会骗人的。
mmmbop860
In Ukraine there is only one comedian, Zelensky, but in India everyone is a comedian
乌克兰只有一个喜剧演员,即泽连斯基;但在印度,人人都是喜剧演员。
TheTraveler2222
Do Indians even know that their government were begging for mercy from USA, the Saudi's to broker for a ceasefire? they have no idea how lucky they were
印度人知道他们的政府曾向美国和沙特乞求停火调解吗?他们根本不知道自己有多幸运。
rajsub3884
They think pak begging no point to brainwashed fools
他们认为巴基斯坦在乞求停火——对被洗脑的蠢货而言,解释毫无意义。
soukseng2276
No surprise! Sharma and Indian shames themselves every day
毫不意外!夏尔马之流和印度人每天都在自取其辱。
elliottwaveprinciple
I was talking to my dad on why India won't admit defeat when the world says Pakistan won, dad's answer, " their hearts have been marked they won't listen to logic", I have seen people showing this behaviour from time to time but never seen a nation that is so dellusional.
我问父亲为何印度在国际社会认定巴基斯坦获胜的情况下仍不承认失败,父亲回答:“他们内心已被固化,听不进逻辑。”我偶尔见过有个人如此偏执,但从未见过一个国家如此妄想。
rajsub3884
Delusional to highest level
这是患了妄想症晚期。
aberrybigboy7349
As I have said, these people have NO moral, NO ethics, NO honour, NO shame, no joke!
正如我所说,这些人没有道德、没有伦理、没有荣誉、没有羞耻——绝非玩笑!
irfankhoso4015
Their most favourite pastime. Telling lies, listening to lies, believing in lies, spreading lies, forcing others to tell lies, and accept lies.
他们最爱的消遣是:说谎、听谎、信谎、传谎、强迫他人说谎并接受谎言。
raufjaleel8317
A typical Bollywood culture.
典型的宝莱坞文化。
xaolun168
It is absolutely not advisable to tell the truth to those fools. Instead, one must use religious forms to hypnotize them, making them believe that what they are doing is all correct
绝对不要对那些蠢货讲真话,而要用宗教形式对其进行催眠,让他们相信自己的所作所为完全正确。
ncchew3356
She has no sense of shame, so she will go on lying until her last breath.
她毫无羞耻感,因此会一直撒谎到最后一刻。
hayden1770
Bharat deserves an Olympic gold metal for all the mental gymnastics they've been performing.
印度人凭借其精湛的“心理体操”表演,理应获得一枚奥运金牌。
watchmebanglate811
100% they should get couples of gold medals
他们绝对该拿几枚金牌。
davidwoon6402
In Olympics, anything out of the physical doesn't count. If not, India will surely win. Begng with Indians can really talk until the cows come home. A feat nobody can defeat.
奥运会只算体育项目,否则印度肯定能赢——毕竟印度人能从天亮说到天黑,这本事无人能及。
david-bd6td
The ceasefire mediated by US has saved India from more humiliation
美国调解的停火协议,让印度免于遭受更多羞辱。
deepone5005
Her credibility has plunged into the Ganges river. I can't believe Indian media like hers has sunk so low. I m from ASEAN
可信度已坠入恒河。难以置信像这样的印度媒体竟如此不堪。我来自东盟。
WalimKonyak
Pakistan we won the fight. India we defeated you in cricket such is indian mindset
巴基斯坦赢了这场冲突,印度则在板球比赛中赢了——这就是印度人的思维逻辑。
Phoenix-bq7lw
I wouldn't worry she is making fake news about Chinese shares. She and her compatriots wouldn't be able to afford to buy one anyway.
编造中国股票的假新闻?我一点都不担心,反正她和她的同胞根本买不起一股。
zizimai7568
I cant understand Indian mentality. Yes they want to avenge the death of 26 Indians to the so called militants. But sacrificing potentially way more lives in a war just to avenge the 26 deaths is mind blowing... imagine had the war went on like Ukraine, how many thousands or millions would be killed ? As a Government, is such a case justifyable when other non-War means have yet to be used to apprehand the militants?
我无法理解印度人的心态。他们想为26名遇难者向所谓的“武装分子”复仇,但为了这26条人命可能在战争中牺牲更多生命,这简直不可思议。试想如果战争像乌克兰那样持续,会有多少人丧生?作为政府,在尚未尝试非战争手段抓捕武装分子的情况下,这样做合理吗?
AbdulMomin-d8q
Humiliations everyday for india
印度每天都在遭受羞辱。
desmond7914
Pakistan slapped Modi left right top bottom, that's all it matters. Believing in its own lies and propaganda should see the demise of India very soon.
巴基斯坦把莫迪打得团团转,这才是关键。印度沉迷于自己的谎言和宣传,很快就会走向衰败。
IHD-art
In India, perception is more important than reality.
在印度,“认知”比“现实”更重要。
Phoenix-bq7lw
In the end, this is just another Galwan. I wonder if India is going after Pakistani food like what they propose to ban Chinese food after Galwan. They already attack Karachi bakery. In attacking anything Pakistani, they already admit that India truly lost this war. They are going for Turkey and Azerbaijan too.
归根结底,这只是又一场“加勒万河谷冲突”。不知道印度会不会针对巴基斯坦食品?他们已经袭击了卡拉奇面包店。攻击一切巴基斯坦相关事物,实则已承认印度输掉了这场战争。他们还在针对土耳其和阿塞拜疆。
areejkhan4265
Let's live them in their bollywood world because reality is very painful for them.
就让他们活在宝莱坞式的幻想中吧,毕竟现实对他们来说太残酷了。
HotSunnyDay
India No 1. I heard some Indians working in Google altered the timestamp of those pictures (of the downed Rafale jet) posted on internet so that they can claim it was old picture. Truely genius.
印度天下第一!听说有在谷歌工作的印度人修改了网上坠毁“阵风”战机照片的时间戳,声称那是旧照片。真是“天才”操作。
ambashy
Don't they feel shame?. I mean really it is embarrassing, but we agree that now they have good skills of telling lies
他们不觉得羞耻吗?说真的,这太丢人了,但不得不承认他们现在很擅长说谎。
BookBook-yw1kr
Vandalising restraunts, foreign secretary ptivating his account, his daughter receiving rape threats, sonds like celebrating defeat
砸餐厅、外交秘书注销账号、女儿收到强奸威胁——这哪是庆祝胜利,分明是在庆祝失败。
kk-gc1ii
India claims every battle is a win against Pakistan but they only really won in 1971 other than that it was a loss or a draw that too with USSRs help
印度声称每场对巴战争都赢了,但实际上只有1971年那次是真赢,其他要么是输,要么是平局——而且还是靠苏联帮忙。
ohit-wi9ly
Last time i heard that avic stocks were up by 40 per cent whereas dassault was down
我上次听说,中国航空工业集团股票上涨了40%,而达索公司股票下跌了。
sameer9045
Fun fact , Tejas fighter jet doesn't have it's homemade engine... It's engine is promised by USA and it's still not delivered
冷知识:“光辉”战斗机没有国产发动机,它的发动机是美国承诺提供的,但至今未交付。
pakistanimuslim4431
Pakistan has been battling indian proxes in our western provinces for over twenty years so Pakistan army and Pakistan air force got lots of practice. More friendly military exercises are needed between Pakistan and China. Practice makes perfect.
二十多年来,巴基斯坦一直在西部省份打击印度支持的武装分子,因此巴陆军和空军积累了丰富实战经验。巴中需要更多友好军事演习,熟能生巧。
tl8268
India' accomplishment: using Rafale or SU30 jet itself to intercept the PL15, this is a feat nobody else can achive! Don't you deny India's accomplishment?
印度的“成就”:用“阵风”或苏-30战机直接拦截PL-15导弹,这是无人能及的“壮举”!谁敢否认印度的“成就”?
ellLegends
Well actually no one won this war.Totally stalemate.
事实上,这场战争没有赢家,完全是僵局。
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