(以下内容从华福证券《国防军工行业定期报告:继续紧跟核心【华福商业航天&军工】》研报附件原文摘录)投资要点:本周核心观点:本周商业航天方向我们仍认为,各细分投资方向已进入去伪留真阶段,即有客户实际需求,且未来可兑现收入与利润的相关标的,所以聚焦产业链核心标的应是当下首选,关注:1)国内火箭;2)海外S与T产业链;3)技术变革下的卫星产业链。一)国内火箭:三大核心逻辑:1)宏观:强大的运力是大国必争...
Source Link(以下内容从华福证券《国防军工行业定期报告:继续紧跟核心【华福商业航天&军工】》研报附件原文摘录)投资要点:本周核心观点:本周商业航天方向我们仍认为,各细分投资方向已进入去伪留真阶段,即有客户实际需求,且未来可兑现收入与利润的相关标的,所以聚焦产业链核心标的应是当下首选,关注:1)国内火箭;2)海外S与T产业链;3)技术变革下的卫星产业链。一)国内火箭:三大核心逻辑:1)宏观:强大的运力是大国必争...
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