智通财经APP获悉，军工股普遍上扬，截至发稿，中航科工(02357)涨4.58%，报4.34港元；中船防务(00317)涨3.38%，报16.23港元；大陆航空科技控股(00232)涨2.24%，报0.137港元。
消息面上，东方证券研报指出，三型舰载机完成航母首次弹射起飞和着舰训练，我国海军实力再上一个里程碑，武器装备影响力不断扩大。此外，美财长表示发动机可能成为中美谈判重要筹码，国产大飞机发动机自主可控迫切性进一步加强。该行认为，最近几周军工整体已企稳，随着“十五五”临近，新一阶段的装备建设即将启动，重点关注内需景气上行和军贸方向。下半年仍需关注内需的景气上行和军贸的积极进展，板块配置价值凸显。当前位置及时点继续看好军工。
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