智通财经APP获悉，军工股涨幅居前，截至发稿，中船防务(00317)涨5.86%，报14.81港元；中航科工(02357)涨1.78%，报4港元。
消息面上，近期日本首相高市早苗的相关言论引起了轩然大波并遭到了一片反对之声。中泰证券发布研报称，地缘局势不确定性加剧，军工板块关注度有望提升。
东方证券指出，布局明年，“十五五”规划落地后，关注无人与反无人装备、深海科技、作战信息化等为代表的新质生产力；中长期来看，关注后续国产动力系统突破带来的商业航空供给释放，以及中式高端装备出海提速下军贸市场的拓展，民用及军贸有望成为板块的第二增长极。当前位置及时点继续看好军工。
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