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A股異動 | 軍工股走強 軍隊設備訂購規定正式施行 產業鏈景氣度持續提升
格隆匯11月2日丨軍工股集體走強,其中中科海訊漲19%,中船應急漲14%,亞太科技,電光科技,甘化科工,康達新材,電科數字,中天科技等股漲停。最新發布的《軍隊裝備訂購規定》自11月1日起施行,將貫徹軍隊現代化管理理念,完善裝備訂購工作需求生成、規劃計劃、建設立項、合同訂立、履行監督的管理流程;破解制約裝備建設的矛盾問題,構建質量至上、競爭擇優、集約高效、監督制衡的工作制度。招商證券認為,軍工行業景氣度從2020年以來加速改善,今年業績提升明顯,得到了自上而下的全面驗證。中航沈飛、航發動力兩大主機廠確認百億級預收款項,同時部分中上游企業也收到預付款的傳導,提升了行業未來增長的確定性。

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