智通财经APP获悉，中航科工(02357)再涨近6%，截至发稿，涨5.49%，报4.42港元，成交额1.45亿港元。
中航证券指出，3月5日，十四届全国人大三次会议披露2025年中国国防支出预算为17846.65亿元，同比增长7.2%，连续第四年增速维持7%以上。此外，政府工作报告明确提出“加快发展新质战斗力”“推动商业航天、低空经济等新兴产业安全健康发展”，多个“大军工”赛道将持续扩容军工市场空间。
西部证券此前指出，中航科工是航空工业集团旗下的航空装备综合性上市平台，控股中直股份、洪都航空、中航机载和中航光电四大A股上市公司。该行指出，列装需求提速，军备换代在即，外贸业务或成为教练机产业增长点；国产大飞机注入新增量，旗下多家公司为核心供应商。
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