银河证券：持续看好国防军工板块 建议重配
银河证券发布机械军工行业研究报告称，持续推荐国防军工行业，今年为军民融合大年，建议重配。中国首次发布《中国的军事战略》，高度关注南海局势。持续看好国防军工板块：军工集团资本运作、军工科研院所改制预期、发动机专项预期提升，军民融合上升为国家战略，9月3日举行阅兵。重点几大白马（中航动力(59.21,-0.280,-0.47%)、中航飞机(38.12,-0.610,-1.58%)、中国卫星(61.16,-0.880,-1.42%)）、海特高新(23.51,-0.380,-1.59%)、威海广泰(0.00,0.000,0.00%)、四川九洲(32.67,-0.840,-2.51%)、宗申动力(0.00,0.000,0.00%)；其余看好中航光电(47.83,-1.420,-2.88%)、北方创业(17.12,0.000,0.00%)、国睿科技(54.92,-0.830,-1.49%)、四创电子(75.05,1.020,1.38%)、长城信息(0.00,0.000,0.00%)、航天电子(24.50,0.000,0.00%)、中航电子(35.41,0.410,1.17%)、光电股份(32.81,-0.830,-2.47%)。 报告表示，军民深度融合重点推威海广泰、海特高新、四川九洲、宗申动力、利君股份(0.00,0.000,0.00%)、天奇股份(22.28,0.080,0.36%)、鼎汉技术(0.00,0.000,0.00%)，看好航新科技(83.51,3.220,4.01%)、亚星锚链(17.49,-0.230,-1.30%)、厦工股份(13.58,-0.090,-0.66%)、新研股份(20.61,0.360,1.78%)、博林特(11.10,-0.030,-0.27%)、川大智胜(46.85,-1.460,-3.02%)、通达动力(35.00,-0.510,-1.44%)、方圆支承(0.00,0.000,0.00%)。 |
