军工板块反复活跃 国机精工3连板续创历史新高

Group 1 - The military industry sector continues to show strong performance, with Guojijinggong achieving three consecutive trading limits and setting a historical high [1] - Other companies in the sector, such as Changcheng Military Industry, Hengyu Xintong, Beifang Changlong, China Shipbuilding, and Zhenxin Technology, also experienced significant gains [1] - CITIC Securities indicates that the fundamentals of the military industry are beginning to recover rapidly, with various catalysts, particularly order announcements, expected to continue materializing in the first half of 2025 [1] Group 2 - The commercial aerospace and low-altitude economy sectors are anticipated to accelerate development in the second half of the year, influenced by events such as commercial rocket launches [1]