智通财经APP获悉，军工股集体上扬，截至发稿，中船防务(00317)涨3.93%，报13.22港元；中航科工(02357)涨2.99%，报4.13港元；大陆航空科技控股(00232)涨2.5%，报0.123港元。
消息面上，东方证券指出，印尼称将考虑采购中国歼-10战斗机，军贸有望成为板块第二增长极。该行认为，印巴冲突以来，中式装备的实战效果和性价比在全球的关注度和认可度提升。我国高性价比装备有望在传统东南亚市场和中东国家等新兴市场中进一步提升份额。同时近期俄乌冲突战场态势持续胶着+欧洲加深自身防务，军贸主要出口国家和地区的未来出口量有望进一步减少，军贸供给端缺口给我国带来新的发展机遇；且随着地缘冲突加剧，各国军费支出增加，军贸进口需求将进一步增大。
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