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軍工板塊拉昇走強 航發動力逼近漲停
格隆匯7月16日丨軍工板塊拉昇走強,中航重機拉昇封板,航發動力逼近漲停,煉石航空、振芯科技漲超7%,晨曦航空、中兵紅箭、航發科技等繼續走高。截至7月15日,中信軍工分類中共有28家公司發佈了半年報業績預吿,其中23家公司預喜,佔比82.14%。以歸母淨利潤增長上限統計,漲幅超過100%的公司有9家,漲幅超過50%的則達到19家。航空產業鏈呈現出全鏈條火熱行情。紅外、北斗等領域的龍頭企業也有不俗表現,前期不斷湧現的大額訂單正在不斷釋放“能量”。

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