軍工板塊走強 四季度有望迎來戴維斯雙擊
格隆匯9月29日丨軍工板塊繼續走強,中船應急大漲超12%,捷強裝備漲超10%,中天火箭漲停,晨曦航空、航發動力、中航沈飛等紛紛跟漲。銀河證券認為,短期看,軍工板塊調整較為充分,在市場逐步企穩的條件下,四季度有望迎來戴維斯雙擊。中長期看,我們堅定看好軍工行業景氣度的持續提升,“十四五”規劃的出台將會對裝備需求帶來結構性調整,重視由此引發的優質細分賽道的投資機會。建議關注兩條主線:一是關注受益於裝備“十四五”規劃傾斜的子領域;二是關注估值與成長兼具的優質個股。

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