Group 1 - Military stocks are experiencing significant gains, with China Shipbuilding Defense (00317) up 5.86% at HKD 14.81 and AVIC (02357) up 1.78% at HKD 4 [1] - Recent comments from Japanese Prime Minister Sanae Takaichi have sparked controversy and opposition, leading to increased attention on the military sector [1] - Zhongtai Securities reports that the uncertainty in geopolitical situations is likely to enhance focus on the military industry [1] Group 2 - Dongfang Securities emphasizes the importance of planning for the future, particularly after the implementation of the 14th Five-Year Plan, highlighting new production capabilities in unmanned and anti-unmanned equipment, deep-sea technology, and operational information technology [1] - In the medium to long term, there is potential for growth in the commercial aviation supply chain due to breakthroughs in domestic power systems and the acceleration of military trade markets driven by the export of high-end Chinese equipment [1] - The military sector is expected to see civil and military trade become a second growth driver [1]
港股异动 | 军工股涨幅居前 地缘局势不确定性加剧 军工板块关注度有望提升