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軍工板塊拉昇 多家機構看好 行業或步入高速增長期
格隆匯 11-27 10:41
格隆匯11月27日丨軍工板塊拉昇,中航沈飛大漲超8%,新餘國科漲超6%,長城軍工、中兵紅箭、航發動力等跟漲。此前,十四五規劃建議發佈,其中指出,加快武器裝備現代化,聚力國防科技自主創新、原始創新,加速戰略性前沿性顛覆性技術發展,加速武器裝備升級換代和智能化武器裝備發展。長城證券研報指出,在建議的引領下,“十四五”期間老舊裝備淘汰增速、軍事演練加強,裝備採購需求有望放量。中信建投認為,“十四五”期間,由於型號定型、瓶頸突破、衍生型號改型成功等多因素影響,多型號主戰武器裝備即將進入大批次放量或正式批產階段,訂單下發量或將遠高於往年。國盛證券分析認為,11-12月的軍工訂單或將密集釋放,從產業趨勢、國防政策直至軍工訂單等多跡象都預示着,未來三年軍工行業將進入爆發增長期。

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