軍工板塊持續拉走強 亞光科技(300123.SZ)漲停
格隆匯5月13日丨軍工板塊早盤持續拉昇,N邁信林漲近300%,亞光科技觸及漲停,天和防務漲超13%,新研股份漲超8%,煉石航空、晨曦航空等跟漲。國海證券指出,十四五期間是實現2027年“建軍百年奮鬥目標”的關鍵時期,軍工行業進入景氣度加速上行期,行業產能正在擴張,眾多優質細分領域的基本面將持續向好;股權激勵等行業改革利好也有望逐漸顯現。
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