智通财经APP获悉，军工股延续近期强势，截至发稿，中航科工(02357)涨9.04%，报4.22港元；中船防务(00317)涨7.84%，报11.28港元；大陆航空科技控股(00232)涨2.68%，报0.115港元。
消息面上，当地时间5月10日下午，印巴停火协议正式生效，冲突期间巴基斯坦空军战果丰硕。据悉，巴基斯坦为我国主要武器装备出口国。此外，5月11日，人民日报刊文《加快解放和发展新质战斗力》。
开源证券此前发布研报称，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。华福证券则表示，再次强调军工具备超强内贸属性，且国际形势对我国军工强实力的验证或为军贸奠定长逻辑基础，25-27年在多重催化下内需外需均增长幅度巨大，发展军工或为未来重中之重。
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