{"statusCode":200,"message":"","totalCount":0,"result":{"id":540361,"title":"军工股全线爆发 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","source":{"description":null},"content":"<p>今日早盘，<span style=\"font-weight: 400;\">受军工行业高景气度持续验证消息影响，</span><span style=\"font-weight: 400;\">国防军工板块涨幅居前，航空航天装备板块集体走强，</span><span style=\"font-weight: 400;\">江龙船艇20CM涨停，新余国科涨超10%，航天动力、亚星锚链、奥普光电、中国卫星涨停，观想科技、北斗星通、晨曦航空、天海防务、中船应急等涨超7%。</span><b>值得注意的是，航天动力已连续两个交易日涨停。</b></p><p><img src=\"https://img2.gelonghui.com/library/2e6bc-e3ac85ce-ca04-4ff8-bf74-948ae1c7760d.jpg?guru_height=472&guru_width=828\"></p><p>截至早盘收盘，军工板块获主力资金净流入超51.61亿元，其中，中国船舶获主力加仓4.13亿元，中航西飞、航发动力、中兵红箭均获净流入超2亿元。<span style=\"font-weight: 400;\"><br></span></p><p><img src=\"https://img2.gelonghui.com/library/2e6bc-e3ac85ce-ca04-4ff8-bf74-948ae1c7760d.jpg?guru_height=472&guru_width=828\"></p><p>国防军工ETF持续走强，涨超3%，盘中强势突破10日、20日线。<strong>值得注意的是，国防军工E</strong><strong>TF</strong><strong>最近</strong><strong>7</strong><strong>个交易日已连续</strong><strong>得资金净流入</strong><strong>超3</strong><strong>2</strong><strong>00万元，</strong><strong>最近10个交易日有8日实现资金净流入，场内资金持续加仓势头明显</strong><strong>。</strong></p><p><img src=\"https://img2.gelonghui.com/library/2e6bc-e3ac85ce-ca04-4ff8-bf74-948ae1c7760d.jpg?guru_height=472&guru_width=828\"></p><p>消息面上，<span style=\"font-weight: 400;\">据央视新闻，东部战区新闻发言人就美“本福德”号导弹驱逐舰过航台湾海峡发表谈话。东部战区新闻发言人施毅陆军大校表示，7月19日，美“本福德”号导弹驱逐舰过航台湾海峡并公开炒作。中国人民解放军东部战区组织海空兵力全程跟监警戒。美频频挑衅、作秀造势，充分说明美是台海和平稳定破坏者、台海安全风险制造者。战区部队随时保持高度戒备，坚决捍卫国家主权和领土完整。</span></p><p><img src=\"https://img2.gelonghui.com/library/2e6bc-e3ac85ce-ca04-4ff8-bf74-948ae1c7760d.jpg?guru_height=472&guru_width=828\"></p><p>此外，据环球网报道，今年以来SpaceX已经完成31次火箭发射，与去年全年发射次数持平，平均每周发射一次以上，7月底之前至少还要完成4次发射计划。除此之外，今年年底之前SpaceX还计划完成另外38次发射任务。<br></p><p><br></p><h3 style=\"text-align: center;\"><font color=\"#3daad6\">行业高景气度持续验证</font></h3><p><br></p><p>从结束不久的中报预告表现来看，<span style=\"font-weight: 400;\">截至7月16日，申万军工板块中共计37家企业公布中报业绩预告，其中7家企业预计归母净利润同比增长100%以上，业绩表现亮眼。</span><span style=\"font-weight: 400;\">16家企业归母净利润预增，占比55%，其中6家实现归母净利润增速超过50%，3家位于0-50%范围内，4家实现归母净利润扭亏为盈，3家实现亏损幅度减小。</span></p><p>对于军工板块整体而言，东北证券最新研报指出，部分企业发布半年报预增，高景气度持续验证。行业属性上来看，军工行业以销定产的特点突出，业绩释放具备确定性。<span style=\"font-weight: 400;\">业绩增速排名前五的公司分别为盛路通信、成飞集成、振华科技、长城军工、中船防务，表明军工行业景气度有序向下传导，有望实现板块整体高增长。</span></p><p><span style=\"font-weight: 400;\">东北证券认为，22年全产业链将</span><b>持续围绕产能释放带来的营利双增长逻辑展开</b><span style=\"font-weight: 400;\">：关注实战需求旺盛、型号具备深度阶梯层次、批产节点到来的下游主机厂及分系统；护城河深、配套能力强、规模效应显现的中游配套及制造；行业空间大、核心竞争力强以及国产化替代提速军工材料/电子；舰船新型装备发展新趋势下的军工新科技；资产证券化五大方向。</span></p><p>招商证券观点认为，上半年受疫情反复等因素的影响，全市场较多行业业绩承压，而军工行业受益于其特有的计划性强、确定性高的特点，<b>行业多家上市公司业绩表现稳定，产业链景气度持续提升，与其他行业的相对优势更会不断凸显。</b>十四五期间，如定价机制、预付款等各项新政策都向着有利于军工企业的方向发展，军工企业利润率有望不断提升。</p><p><br></p><h3 style=\"text-align: center;\"><font color=\"#3daad6\">还能关注哪些领域？</font></h3><p><br></p><p><span style=\"font-weight: 400;\">整体来看，目前军工板块尤其是一些核心标的的估值水平仍处于合理偏低的水平，预计估值仍将逐步修复至合理中枢。机构表示，受益于军工行业高景气、长逻辑、高确定性以及产能逐步释放，7-8月有望开启估值切换行情。</span><b>军工电子、航空发动机产业链和材料类公司</b><span style=\"font-weight: 400;\">建议重点关注。</span><br></p><p>中泰证券认为，目前<b>航空（军机）和航天（导弹）</b>两大高景气赛道供需矛盾突出，相关企业产能加速扩张现象明显，伴随产能爬坡和规模效应显现，行业持续增长具有强力支撑，中下游将陆续迎来业绩拐点。<span style=\"font-weight: 400;\"><br></span></p><p>方正证券指出，展望2022年下半年，军工部分细分领域高景气延续，规模效应叠加治理改善有望提供业绩弹性，建议聚焦航空航天和国防信息化等领域。建议关注：<b>航空航天产业链和国防信息化</b>方向。</p>","file":null,"language":"zh-CN","relatedStocks":[{"market":"sz","code":"300589","name":"江龙船艇","canClick":true},{"market":"sz","code":"300722","name":"新余国科","canClick":true},{"market":"sh","code":"600343","name":"航天动力","canClick":true},{"market":"sh","code":"600118","name":"中国卫星","canClick":true},{"market":"sh","code":"600150","name":"中国船舶","canClick":true}],"relatedInfos":[{"id":306,"type":"subject","name":"十大军工集团","link":"https://test.gelonghui.com/subject/306","coverImageUrl":"https://img2.gelonghui.com/subject/shidajungongjituan.png"},{"id":214,"type":"subject","name":"航母","link":"https://test.gelonghui.com/subject/214","coverImageUrl":"https://img2.gelonghui.com/subject/hangmu.png"},{"id":342,"type":"subject","name":"卫星导航","link":"https://test.gelonghui.com/subject/342","coverImageUrl":"https://img2.gelonghui.com/subject/weixingdaohang.png"}],"closeComment":true,"readTime":3,"wordCount":1533,"reviewStatus":"approved","topic":null}}