金吾财讯 | 华泰证券研报指，国防军工（中信）板块2025H1军工板块实现营收2046.26亿元，同比-1.95%，实现归母净利润121.15亿元，同比-12.84%，收入和利润的下降幅度较24年全年有明显收窄，25H1归母净利润水平已达到去年全年的79.40%。从历史情况看，军工板块的需求订单转化为业绩存在一定滞后，而三四季度是军工板块上市公司收入确认的高峰期，因此下半年板块的收入和利润规模或将超过上半年，板块全年业绩实现增长可期。此外在“十五五”临近时期，军工板块将进入新一轮的建设周期，该机构建议关注军工行业新技术、新产品、新市场带来的投资机遇。
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