軍工板塊漲幅擴大 中航沈飛(600760.SH)漲超6%
格隆匯5月14日丨軍工板塊漲勢進一步擴大,航新科技漲近14%,北摩高科封板,天和防務、中航沈飛漲超6%,航發控制漲超5%,延續近期良好漲勢。中信證券指出,2020年軍工行業實現歸母淨利247.11億,同比增長50.7%,其中58家核心軍工企業歸母淨利同比增長32.98%,整體增速創五年新高,且連續3年達到20%以上。2021年一季度延續2020年業績高增長趨勢,軍工行業整體排名第3,已凸顯成長性。國海證券最新的研報表示,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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