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中信建投:軍工板塊整體景氣度有望迎來複蘇
中信建投研報指出,自今年6月下旬以來,一系列軍工企業較大金額訂單持續披露,預計將對2024年度經營業績產生積極影響;標誌着我國軍隊裝備建設已經開始陸續恢復,軍工板塊整體景氣度有望迎來複蘇。當前板塊處於估值、業績增速以及資金配置三重底部區間,2024下半年國內外催化因素或將持續出現,為板塊上升注入新動力,新域新質領域催化不斷,建議積極把握結構性反彈機會,靜待下一輪週期到來。
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