軍工板塊走高 國資加大軍工投入 資源整合有望加速
格隆匯2月24日丨軍工板塊走高,中航機電一度觸及漲停,現大漲超8%,長城軍工漲超5%,中航沈飛、亞光科技、航發控制、航發動力等跟漲。2月23日國資委表示將聚焦戰略安全、產業引領、國計民生、公共服務等功能,加快國有資本的佈局優化和結構調整,並考慮加大對國防軍工等領域投入,補齊供應鏈短板,推動創新資源整合協同和解決央企間重複建設問題等四個方面改革內容。 中信證券認為改革將支撐軍工行業基本面向好,驅動軍工資產加速整合。建議關注“產業拐點”明確的細分領域以及具備改革空間標的投資機會。

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