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軍工板塊拉昇走強 中航重機漲超8%
格隆匯7月29日丨軍工板塊拉昇走強,新研股份大漲超11%,中航重機漲超8%,航發控制漲近7%,亞光科技、愛樂達、航發動力等跟漲。銀河證券表示短期看,七一擾動資金逐步退場,軍工板塊重新迴歸景氣邏輯。 臨近中報窗口,業績兑現將成為主要投資邏輯主線,行業高景氣或將引領板塊逐步企穩走高,建議逐步加倉。中期看,下游軍品需求旺盛,隨着產能瓶頸逐步破除,行業高景氣度有望持續。長期看,建軍百年奮鬥目標近在遲尺,“百年變局”勢必將加速我軍的現代化進程,行業發展有望迎黃金時代。

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