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A股異動丨軍工電子板塊拉昇:航天長峯、奧普光電漲停

A股軍工電子板塊拉昇上漲,其中,航天長峯、奧普光電強勢封漲停,中航沈飛、新勁剛、航天南湖漲超5%,國科天成、國博電子、新光光電漲超3%。消息上,天風證券指出,2025Q1主動型基金前十大軍工股持有流入總市值絕對值的前十中,軍工電子板塊標的佔80%。過去三年軍工電子板塊較其他軍工子板塊超跌較多,在長尾效應下週期反彈銳度或將凸顯,板塊景氣度修復時或成爲先選,軍工電子持倉佔比有望持續提升。2025Q1航空發動機產業相關標的在主動型基金前十大軍工股持有流出總市值佔公司總市值前十中佔比30%,該行認爲,航發產業或受制於2025年週期相對底部的影響,伴隨國產商發持續加速,新型號裝備型號持續成熟,航發子板塊有望企穩修復。(格隆匯)

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