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對華為禁運再延長一年,軍工板塊9股漲停
格隆匯 05-14 13:57

5月14日午後,A股市場軍工板塊繼續拉昇,板塊內的飛亞達、大連重工、雷科防務等9只個股錄得漲停,烽火電子、長城軍工、中兵紅箭等個股也紛紛上漲。

(圖片來源:同花順)

消息面上,據路透社報道,當地時間週三,美國總統特朗普宣佈延長針對華為和中興等中國公司的供應鏈禁令至2021年5月。

據悉,上述禁令是特朗普於2019年5月簽署的,宣佈美國進入國家緊急狀態,並禁止美國公司使用構成國家安全風險的公司製造的電信設備。此項禁令以《國際緊急經濟權力法案》為依據,該法案賦予總統監管商業的權力,以幫助應對威脅美國安全的國家緊急狀態。

不過。有知情人士表示,預計美國商務部還將再次延長將於本週五到期的“臨時許可證”,以允許美國公司繼續與華為做生意。此前,美國商務部已經發布了數次臨時許可證延期決議。

今年3月,該機構曾就是否應該發佈未來的延期徵詢公眾意見,並詢問“如果臨時許可證不再延期,將對美國公司產生什麼影響?”商務部還詢問了與終止許可證相關的成本。

另外,就在近日,美國半導體設備製造商LAM和AMAT等公司發出信函,要求中國國內從事軍民融合或為軍品供應集成電路的企業,不得用美國清單廠商半導體設備代工生產軍用集成電路,同時“無限追溯”機制生效。

對於國防軍工板塊,國海證券的研究人員表示,隨着兩會召開日期的確定和召開時間的臨近,兩會也逐漸成為市場關注的重點。與國防軍工行業重點相關的內容主要是2020年國防預算,另外也可能涉及國企改革。

目前,中國國防建設目前處於從局部趕超到全面升級的中間階段,將在較長時期內保持持續投入的狀態,預計軍費投入也將繼續保持較快增長。此外,國企改革的深化也將明顯提升企業的盈利能力,國企改革也將是軍工行業發展的重要影響因素。

民生證券的研報也指出,軍工板塊中長期有望獲得超額收益,堅定看好“成長+改革”邏輯。

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