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A股異動丨軍工股持續走強 北方長龍20cm漲停創新高 晨曦航空漲超13%
A股軍工股持續強勢,其中,北方長龍20cm漲停創新高,晨曦航空大漲近14%,捷強裝備漲超10%,長城軍工、中超控股、中京電子漲停,羅普特、佳力奇等多股漲超9%。消息上,中郵證券研報指出,世界迎百年未有之大變局,俄烏、巴以、印巴、以伊等局部戰爭/衝突不斷,中國軍貿有望迎來大發展。展望2025年,“建軍百年奮鬥目標”任務進入下半場,軍工行業訂單有望迎來拐點,在服務於提升裝備性能或降低裝備成本的新技術、以新域新質作戰力量爲代表的新產品、軍貿和軍用技術轉化帶來的新市場方向或蘊含更大彈性。此外,當地時間6月16日,第55屆巴黎航展正式拉開帷幕,衆多中國航空領域的明星產品將亮相,如新一代隱身戰鬥機殲-35A等戰機、“翼龍”無人機系列以及全球起飛重量最大的民用水陸兩棲飛機AG600“鯤龍”等8大類30項重點航空產品。(格隆匯)

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