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軍工板塊拉昇走強 中航機電封漲停
格隆匯8月26日丨軍工板塊拉昇走強,中航機電封漲停,景嘉微漲超11%,國睿科技、北方導航等漲超8%,航新科技、中航電子、航發動力等紛紛上揚。近日有媒體稱,軍工產品將大力推開原材料競價採購、分系統競爭擇優、大批量階梯降價,通過精益管理實現價格整體最優。這被市場解讀為“軍品集採”。業內分析人士表示,軍工行業是重資產、重技術、重設備類企業,採購中一般不會出現像醫藥行業一樣大幅度的壓價行為。相關人士表示,“十四五”裝備採購訂單已在持續落地,從元器件到原材料、零部件到設備及系統,產業鏈相關企業規模效應逐步顯現。從2021年半年報來看,相關上市公司業績顯着超出市場預期,現金流、資產負債表與利潤表同步改善。

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