ZX Strong Call: North Chemical Industry, Military Nitrocellulose Leader, King of Ammunition, Main Upward Wave Starts!

English summary

### ZX Strong Call: North Chemical Industry (002246), military nitrocellulose leader, king of ammunition, main upward wave starts! Time: 2026-07-31 12:25:04 Content: ZX Strong Call deeply recommends | North Chemical Industry (002246), military nitrocellulose leader, the August 1st market main upward wave starts, replicating historical 5 consecutive limit-up moves! Investment rating: Strong Buy | Current price 19.50 yuan Target price: Short-term 24.5 yuan | Swing 30 yuan | Long-term 36 yuan A triple main line resonance of military + price increase + performance, low position value re-rating is imminent! 1. Hard-core fundamentals, performance continues to beat expectations, growth certainty fully loaded 1. The 26-year performance inflection point is completely confirmed, accelerating quarter by quarter The company forecasts net profit of 200-250 million yuan for 1H26, up 87%-134% YoY; Q2 net profit of 153 million yuan alone, roughly doubled QoQ, profitability elasticity fully released. ...