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軍工板塊拉昇走強 新研股份漲超14%
格隆匯8月13日丨軍工板塊拉昇走強,新研股份大漲超14%,縱橫股份、愛樂達、廣聯航空、中船應急、中國海防等跟漲。機構表示,軍工板塊具有業績的高成長性和持續性兩大特點。在成長性方面,從目前披露的中報業績來看,整個板塊表現很不錯,平均增速60%左右,此外,“十四五”計劃的強軍任務帶來先進裝備換裝,演習帶來的導彈等消耗品的需求以及飛機發動機等備品備件的更換,都可以支撐軍工板塊的高成長性。在持續性方面,主要是航空領域,對比美國軍機數量和四代機數量和佔比,我國對空軍的升級將會持續一段時間,帶來航空領域以及其上下游構成的整個軍工產量鏈的業績持續性。

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