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軍工板塊異動拉昇 行業景氣度加速上行
格隆匯6月24日丨軍工板塊異動拉昇,霍萊沃漲超10%,智明達漲近6%,新餘國科、中航機電漲超4%,安達維爾、新航科技、晨曦航空、中航沈飛等跟漲。據統計,近一週以來,軍工板塊漲幅達5%以上。市場認為“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。
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