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航天军工板块快速走强 中航黑豹涨超5%

2017-09-15 10:11:48   新华网

今日早盘,航天军工板块快速走强,截至发稿,中航黑豹涨5.62%,耐威科技,洪都航空,晨曦航空,光电股份,航发动力,航天通信,中航电子等股均有不错表现。

国海证券近日发出《国防军工行业周报:朝鲜局势提升市场关注度,国企改革利好长远发展》中提到朝鲜于9月3日成功完成氢弹试验,对此各方反应较为强烈,朝鲜局势进一步升温给A股市场也带来一定影响,一方面提升了市场对军工板块的关注度,另一方面局势的变化也对投资者避险情绪产生影响。但从多机构行业研报来看,还是整体看好近期军工板块走向。

从短期来看,军工板块已经蓄势待发,会在近期不断强势回升。中期来看,国防军工受益于军民一体化及大力发展军事装备创新技术及军改影响,个股盈利能力会得到广泛提升。长期来看,军工板块会通过不断的改革、并购、重组进入新一轮的爆发期。

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