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軍工板塊拉昇走強 中航沈飛漲停 國防軍工ETF(512810)大漲超5%
格隆匯8月23日丨軍工板塊拉昇走強,中航沈飛觸及漲停,亞航科技漲超11%,中航高科漲超7%,航發動力漲近7%,廣聯航空、中海達、中航西飛、彩虹股份、中航電子等紛紛跟漲。國防軍工ETF(512810)大漲超5%,再創上市價格新高。國信證券認為,已披露中報整體業績強勁,截至至月21日,軍工板塊中已有54家公司披露半年報,統計得出21H1收入同比增長32%,歸母淨利潤同比增長80%,整體業績表現十分亮眼。目前,中報在逐步兑現此前判斷,伴隨着中報的繼續披露,仍會更為有力的體現出軍工行業的景氣度和業績彈性,強勁的基本面支撐股價繼續向好。

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