国际局势持续紧张，军工板块机会真的来了吗？

Group 1 - The military industry sector in A-shares has seen a significant rise, with stocks such as Wanlima and Guorui Technology hitting the daily limit, driven by low correlation with traditional assets and increased demand for military exports due to international conflicts [1] - Military trade exports are expected to grow by 30%, with projections indicating that by 2025, military export value could exceed $22 billion, as Middle Eastern countries begin to assess Chinese equipment [1] - The ongoing international conflicts, including the recent Israel-Iran tensions, have created a high-risk environment, prompting a shift of funds from high-risk sectors like consumer and technology to military and gold assets [6] Group 2 - The military sector not only serves as a safe haven but also exhibits high growth potential, particularly in emerging fields such as drones and satellite internet, with companies like Boeing reporting a 45% year-on-year revenue increase in their space military segment [7] - The military sector's performance is influenced by geopolitical developments, with potential for rapid fund withdrawal if conflicts ease, as seen during the temporary ceasefire in the Russia-Ukraine conflict where military stocks fell by over 20% [8] - The military industry is characterized by a dual nature, where while it serves as a refuge during instability, it is also susceptible to market volatility and dependency on government contracts, which could impact profit expectations if military spending slows [8]