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軍工板塊拉昇走強 中航高科封漲停
格隆匯10月11日丨軍工板塊大幅拉昇走強,中航高科封漲停,三角防務大漲超14%,新研股份漲超8%,航發動力、航發控制漲超7%,愛樂達、晨曦航空、中航機電、中航重機等紛紛跟漲。銀河證券認為,受益於軍品裝備需求的放量增長,軍工行業延續高景氣度。板塊上半年歸母淨利增速明顯高於收入增速,主要得益於規模效應下盈利端的提升和期間費用率的下降。展望三季度,在Q2經營狀況良好,Q3企業維持平穩發展的同時,也觀察到景氣度逐步向中下游傳導,預計Q3經營業績或將環比持平或略升。隨着產業鏈擴產運動持續,部分環節產能瓶頸將有效破除,產能釋放疊加軍品需求強勁,全年快速增長依然可期。

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