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軍工板塊異動拉昇 晨曦航空(300581.SZ)兩連板

格隆匯6月22日丨軍工板塊午後異動拉昇,晨曦航空兩連板,6月以來累積漲幅近130%,航發科技此前已封漲停,航新科技、新餘國科漲超10%,安達維爾、中船應急、煉石航空、天和防務等集體衝高。

進入5月中旬以後,軍工板塊逐步企穩,自5月11日啟動以來漲幅已超20%。

消息面上,殲20已經實現了全面國產化。6月20日,據央視軍事頻道,第二支裝備殲20的部隊被正式公開,這支裝備的殲20的重點是將發動機換成了國產的渦扇-10發動機,由此殲20已經實現了全面國產化。

國海證券表示,殲20飛機不斷列裝將進一步提升空軍綜合作戰能力,也表明國防建設持續推進,下游需求旺盛,航空產業鏈景氣度持續上升趨勢明確。

業內人士也表示,中報預吿期來臨,軍工高景氣有望持續兑現,整個軍工板塊企業都會迎來未來3~5年的高增長紅利期。

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