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軍工股爆發 新研股份、北方導航漲停
格隆匯10月11日丨軍工股今日全線爆發,新研股份漲20%漲停,北方導航漲10%漲停,中直股份、三角防務漲超8%,中航高科、晨曦航空漲超7%,中航機電漲超6%,航宇科技、航發動力、航發控制漲超5%,中航西飛、中航重機、洪都航空漲超3%。有分析師認為,軍工股今日強勢表現的原因除了有消息面催化外,行業邏輯的改變或許才是根本原因。自從十四五規劃發佈後,市場對軍工板塊就有了軍工將由事件題材驅動轉向業績驅動的觀點。其次,許多軍工企業已陸續公吿大額的合同負債,驗證了大訂單的落地,也驗證了行業長期發展的高確定性。因此,整個軍工產業需求端已經有顯著的改變。

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