中(zhong)(zhong)(zhong)(zhong)(zhong)證網訊(記(ji)者 葛春暉(hui))30日早(zao)盤,國(guo)防(fang)軍工(gong)(gong)板塊快速崛起(qi),領(ling)漲(zhang)(zhang)兩市。截至(zhi)發稿,申萬國(guo)防(fang)軍工(gong)(gong)指數上(shang)漲(zhang)(zhang)3.17%,航天軍工(gong)(gong)主題表現(xian)搶眼(yan)、上(shang)漲(zhang)(zhang)3.15%。個股中(zhong)(zhong)(zhong)(zhong)(zhong),中(zhong)(zhong)(zhong)(zhong)(zhong)直(zhi)股份漲(zhang)(zhang)逾(yu)8%,振(zhen)芯科(ke)技、航發控(kong)制、中(zhong)(zhong)(zhong)(zhong)(zhong)航沈飛(fei)等紛(fen)紛(fen)跟漲(zhang)(zhang)。此外,中(zhong)(zhong)(zhong)(zhong)(zhong)船(chuan)科(ke)技、中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)船(chuan)舶、中(zhong)(zhong)(zhong)(zhong)(zhong)船(chuan)防(fang)務(wu)等也顯著拉升。
廣(guang)發證券表(biao)示,經過(guo)2月底和三月初反彈后,軍(jun)工板(ban)塊行(xing)(xing)(xing)業和個股整體估(gu)(gu)值(zhi)(zhi)(zhi)水平(ping)(ping)有所上(shang)移,但行(xing)(xing)(xing)業整體估(gu)(gu)值(zhi)(zhi)(zhi)水平(ping)(ping)依然(ran)處于(yu)歷史底部,部分上(shang)市(shi)公司動(dong)態估(gu)(gu)值(zhi)(zhi)(zhi)已經處于(yu)20-30倍。一季度以來,從部分上(shang)市(shi)公司公告看(kan)出,2018年軍(jun)工行(xing)(xing)(xing)業訂單已經進入恢復階段(duan)。隨著(zhu)估(gu)(gu)值(zhi)(zhi)(zhi)處于(yu)底部、行(xing)(xing)(xing)業基本面(mian)改善預期加強(qiang)以及市(shi)場風(feng)格切換(huan),軍(jun)工行(xing)(xing)(xing)業估(gu)(gu)值(zhi)(zhi)(zhi)水平(ping)(ping)將中長期進入持(chi)續修復階段(duan),標的的選擇以具有持(chi)續成長性、低(di)估(gu)(gu)值(zhi)(zhi)(zhi)為主(zhu)。
另外,有分析人士指出(chu),我國軍(jun)工航(hang)天產(chan)業進(jin)口(kou)替代有巨大空間,尤(you)其是(shi)大飛(fei)機、航(hang)空發動(dong)機、衛星導(dao)航(hang)芯(xin)片等領(ling)域(yu)。而“南北船”的(de)整合預期(qi)也持續存在。
中(zhong)(zhong)(zhong)證網(wang)(wang)(wang)(wang)聲明:凡(fan)本網(wang)(wang)(wang)(wang)注明“來(lai)源(yuan):中(zhong)(zhong)(zhong)國證券(quan)報(bao)(bao)(bao)·中(zhong)(zhong)(zhong)證網(wang)(wang)(wang)(wang)”的所有作(zuo)品,版權(quan)(quan)均屬于中(zhong)(zhong)(zhong)國證券(quan)報(bao)(bao)(bao)、中(zhong)(zhong)(zhong)證網(wang)(wang)(wang)(wang)。中(zhong)(zhong)(zhong)國證券(quan)報(bao)(bao)(bao)·中(zhong)(zhong)(zhong)證網(wang)(wang)(wang)(wang)與作(zuo)品作(zuo)者(zhe)聯(lian)合聲明,任何組織未經中(zhong)(zhong)(zhong)國證券(quan)報(bao)(bao)(bao)、中(zhong)(zhong)(zhong)證網(wang)(wang)(wang)(wang)以及作(zuo)者(zhe)書(shu)面授權(quan)(quan)不得轉(zhuan)載(zai)(zai)、摘編或利用其(qi)它方式使用上(shang)述作(zuo)品。凡(fan)本網(wang)(wang)(wang)(wang)注明來(lai)源(yuan)非(fei)中(zhong)(zhong)(zhong)國證券(quan)報(bao)(bao)(bao)·中(zhong)(zhong)(zhong)證網(wang)(wang)(wang)(wang)的作(zuo)品,均轉(zhuan)載(zai)(zai)自(zi)其(qi)它媒體,轉(zhuan)載(zai)(zai)目的在于更(geng)好(hao)服務(wu)讀(du)者(zhe)、傳(chuan)遞信息之需,并不代表本網(wang)(wang)(wang)(wang)贊同其(qi)觀點,本網(wang)(wang)(wang)(wang)亦不對其(qi)真實性負責(ze),持(chi)異議者(zhe)應與原出處單位主張(zhang)權(quan)(quan)利。
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