智通财经APP获悉，中航科工(02357)早盘涨超4%，截至发稿，涨2.98%，报4.15港元，成交额1.3亿港元。
消息面上，据央视新闻报道，当地时间6月13日，以空军正在对伊朗境内数十个与核计划和其他军事设施相关的目标发动空袭，并且将此次行动命名为“狮子的力量”。此外，俄罗斯国防部6月10日通报称，俄罗斯武装部队10日凌晨对乌克兰国防工业企业发动了集群打击。
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。中银国际此前表示，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。
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