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軍工股掀漲停潮
格隆匯12月8日丨軍工股持續拉昇,板塊內個股掀漲停潮,航天晨光、成飛集成、光啟技術、西儀股份等近20股漲停,霍萊沃、航天宏圖、中船漢光等漲幅超10%。中信建投指出,當前軍工行業正由局部景氣向全面景氣擴散,“十四五”有望經歷兩輪產能擴張,2022年看好軍工全產業鏈。國泰君安證券亦稱,展望2022年,軍工行業隨着中下游擴產推進,產業鏈瓶頸有望打通,需求有望持續高景氣。

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