軍工板塊拉昇 中航沈飛(600760.SH)漲超8%
格隆匯1月25日丨景嘉微漲近10%,中航沈飛漲超8%,晨曦航空、中航重機、航發動力等跟漲。有市場人士認為,這主要還是受到趨勢抱團股近期壓力集中釋放的影響,相較於同屬高端製造的新能源汽車和光伏板塊,軍工板塊的估值並不高。具體來看,從絕對估值來看,軍工行業整體PE大約60倍;從相對估值來看,軍工行業與其他行業的PE比值仍處於歷史低位。根據華泰證券此前給軍工行業重點企業做的業績測算,大部分公司都能夠通過快速的業績增長,在三五年之後把市盈率降到了30倍甚至20倍以下,因此從目前的市場來看,軍工行業仍沒有到估值泡沫化的階段。

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