Guoke Tiancheng (301571) | Core Target in AI Military + Unmanned Equipment, Multiple Catalysts Resonate to Trigger Value Revaluation

English summary

### Guoke Tiancheng (301571) | Core Target in AI Military + Unmanned Equipment, Multiple Catalysts Resonate to Trigger Value Revaluation Time: 2026-07-31 16:55:00 Content: Against the window of August 1st Army Day, policies continue to intensify AI empowerment of the defense industry, and new quality combat power and unmanned combat equipment are on the rise. Guoke Tiancheng 301571 is a scarce leader in infrared optoelectronic payloads, connecting the entire chain of "perception payloads + unmanned platforms," with both fundamentals and thematic logic resonating. The company is a national-level "little giant" in specialized and innovative fields, and one of the few private military enterprises in China that simultaneously masters cooled and uncooled infrared detector technology. Its indium antimonide infrared cores have differentiated barriers, and products are used in optoelectronic pods, border and coastal defense reconnaissance, and various unmanned platforms, deeply supporting the aerospace, ordnance, AVIC and other military systems. Infrared thermal imaging serves as the "eyes" of drones, military robot dogs, and ground unmanned vehicles, and is irreplaceable core hardware for autonomous reconnaissance and target recognition in unmanned equipment, with ongoing strong demand in the sector. …