金吾财讯 | 华泰证券表示，复盘“十四五”，军工体量迈上新台阶。展望“十五五”，或将由“量”的增值转向“质”的提升。该机构预计，新型四代装备或将成为“十五五”时期我军武器装备建设重点方向之一。新域新质作战力量是军事发展的新风向标，在“十五五”时期有望实现规模化、实战化、体系化发展，建议关注无人机攻防、地面无人装备、水下攻防、低成本弹药/导弹、军用AI等方向。建议关注新一代军机和导弹产业链和新域新质方向。军贸市场和战略新兴产业中军用技术转化应用带来广阔的市场空间，建议关注商业航天、低空经济、深海科技、核能利用、国产大飞机等方向;以及军贸市场，军转民技术应用领域。
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