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軍工股強勢拉昇 《軍隊裝備條例》修訂發佈
格隆匯 01-04 10:08
格隆匯1月4日丨軍工股強勢拉昇,港股市場中航科工大漲逾14%,中船防務漲逾7%;A股市場中科星圖大漲近13%,中航機電等漲停。中央軍委主席習近平日前簽署命令,發佈新修訂的《軍隊裝備條例》,自2021年1月1日起施行。條例內容顯示政策傾向明顯,支持力度空前。中信證券研報認為,2021年一季度是驗證“十四五”行業拐點的重要節點,軍工行業出現系統性機會的概率較大。2020年年底到2021一季度期間軍工板塊關注度持續提升,資金向軍工行業的傾斜將愈發明顯。

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