The 15th China International Aerospace Expo opened on the morning of November 12 in Zhuhai, Guangdong.
China Aerospace Technology Group Co., Ltd. held a major project signing cere The signing amount is nearly 60 billion yuan, a new high.
CITIC Construction Investment Securities Research Report pointed out that the current military industry is in the sector valuation, performance growth rate, and the three -sized bottom range of funds, which has significant investment value.
Morgan Stanley Fund posting stated that after deep adjustment in recent years, the national defense military industry may be in a turnover.From the perspective of performance fundamentals, the profitability of the military sector has returned to the starting point of the previous round of 2019.As the 14th Five -Year Plan enters the sprint period, under the catalysis of new orders and quality and efficiency, the profit level of the sector is expected to rise.Follow -up must continue to pay attention to the inflection point signal.
Lei Zhiyong, deputy director of the Rights Investment Department of JP Morgan Stanley Fund, said that with the continuous rise in domestic economic aggregate, the industrial trend of national defense military industry is consistent with the general trend of national defense budget investment. In the middle and long term, it still has high certainty and growth.
Aerospace Military Industry Related Hong Kong Stocks:
AVIC Science and Technology (02357): > AVICs main business has formed a complete aviation industry chain such as aviation machinery, aviation supporting systems and related services, engineering services, aviation -related investment. The company has the core competitiveness of various businesses upstream and downstream of the aviation industry chain.
