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軍工板塊大幅拉昇 多股半年報淨利增幅翻倍
格隆匯8月2日丨軍工板塊大幅拉昇,中航重機、航天彩虹雙雙漲停,愛樂達一度觸及漲停,現大漲近18%,中航西飛、亞航科技、晨曦航空、中航高科、航天發展等紛紛大漲。截至7月30日,有32股已發佈半年報業績預吿或正式發佈半年報,業績增長的有24只。14只軍工概念股的上半年歸母淨利潤同比實現翻倍,包括海特高新、博雲新材、新光光電等。海特高新上半年實現營業收入3.92億元,歸母淨利潤6.8億元,同比增長超17倍。在軍費穩定增長以及實現建軍一百年奮鬥目標的背景下,國防軍工行業基本面趨勢持續向好,未來幾年將迎來高速、持續、穩定的發展機遇期。

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