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A股異動丨軍工股出現漲停潮!成飛集成等近20股漲停

A股軍工股出現漲停潮行情,其中,航天南湖、昆船智能、中航成飛、華如科技錄得20cm漲停,宏達電子、晨曦航空、中無人機漲超10%,七一二、雷科防務、天箭科技、成飛集成等近20股漲停。消息上,軍工股的突然爆發主要還是受到印巴衝突這一事件性催化影響,雖然印、巴官宣停戰,但我國軍工產業的口碑效應有望延續。人民日報也於週日刊文《加快解放和發展新質戰鬥力》,或進一步加大市場對於軍工的關注度,短線而言仍存反覆活躍的機會。另外從行業基本面來看,2025年作爲“十四五”規劃收官之年,此前積壓的需求有望快速釋放。自2025年2月份起部分企業的基本面已出現明顯改善,其中航天、導彈細分方向的改善最爲明顯,從中長期維度而言,軍工股方向依舊存在着配置價值。(格隆匯)

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