A股異動丨軍工產業鏈股走強:安諾其20cm升停 成飛集成升超5%
安諾其錄得20cm升停,雲賽智聯、電光科技等多股升停,卧龍電驅、烽火電子升超6%,成飛集成、海蘭信多數升超5%。消息上,這幾天,中國國防工業迎來了里程碑式的喜訊,帶給世界不小的震撼:兩款疑似中國第六代戰鬥機的神祕機型分別成功試飛,中國新一代076型兩棲攻擊艦“四川艦”正式出塢,以運-20B為基礎的空警-3000也飛上了天空。國金證券指出,當前國防軍工訂單以點及面逐步復甦,或即將進入訂單密集下發時期。2025作為“十四五”收官之年和“十五五”發展規劃之年,國防軍工行業景氣度上行具備高確定性,2025年有望成為國防軍工大年。

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