智通财经APP获悉，中航科工(02357)涨超6%，截至发稿，涨6.09%，报3.31港元，成交额1.91亿港元。
消息面上，4月8日，中直股份公告，收到公司控股股东中国航空科技工业股份有限公司通知，中航科工计划通过上海证券交易所集中竞价交易系统增持公司股份，累计增持金额不低于人民币5000万元，且不高于人民币1亿元。
中航证券指出，军工白马的回调是以来市场对于军工板块一段时间不确定预期的集中兑现，随着业绩表现逐步明朗以及优质标的补跌，军工板块在基本面及情绪面上或将甩清沉重包袱，二季度轻装上阵，板块整体回暖可期，军工有望成为边际改善幅度最大的行业之一。该行指出，关税风暴卷土重来，看好军工板块独立行情。
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