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軍工板塊延續漲勢 北摩高科、航亞科技漲超8%
格隆匯7月26日丨軍工板塊早盤持續走高,北摩高科、航亞科技漲超8%,長城軍工漲超6%,中航重機、愛樂達、中航沈飛等紛紛上揚。從中報預吿業績來看,軍工板塊的景氣度已經得到驗證。中信軍工分類中已有超過30家公司發佈半年報業績預吿,其中預喜公司超過25家,佔比8成。中信證券表示,軍工行業至少“十四五”末仍具備訂單支撐,自半年報開始,預計核心個股業績高增長將逐漸兑現,同時會有更多數據驗證長期合同落地,行業的估值體系會隨之發生重大變化。招商證券認為,隨着目前裝備型號逐步成熟,裝備產能有望在“十四五”期間進入產能爬坡階段,帶動行業快速增長。

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