开源证券：军工板块存在持续上涨的动能及催化

Core Viewpoint - The military parade is a significant catalyst for the current military industry market, with heightened expectations for new equipment and weapon platforms [1] Summary by Relevant Categories Market Expectations - New equipment is expected to become the main products for deployment in the next five years, driven by advancements in information technology and intelligence in weaponry [1] - The total procurement amount for military equipment is anticipated to grow in tandem with these advancements [1] Market Divergence - There are differing opinions in the market regarding the post-parade performance, but the current military sector rally is rooted in a recovery of the fundamental conditions [1] Future Orders and Development - Military orders are expected to continue to materialize from Q3 to Q4 of 2025, indicating a sustained demand [1] - The "14th Five-Year Plan" for equipment development is likely to set the direction for future growth in the sector, suggesting ongoing upward momentum and catalysts for the market [1]