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　　中航科工（02357）早盘股价持续上涨9.12%，现报3.95港元，成交额3.52亿港元。

　　开源证券发布研报称，全球军事力量再平衡将给资本市场带来更多的不确定性，资产的“地缘风险溢价”或导致军工股避险属性的估值重估。

　　中银国际则表示，中航科工凭借其在军用和民用航空市场的双重布局，将持续受益于航空业的强劲需求。该行认为，由于地缘政治冲突推动的全球防务预算增长，将为中航科工提供发展机遇。

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