军工板块强势,广联航空20%涨停,臻镭科技创新高
Zheng Quan Shi Bao Wang·2025-12-25 06:54

Core Viewpoint - The military industry sector is experiencing strong performance, with significant stock price increases for companies such as Guanglian Aviation and Zhenlei Technology, driven by the "14th Five-Year Plan" which emphasizes the importance of military technology in various emerging industries [1] Group 1: Industry Trends - The "14th Five-Year Plan" highlights multiple industries related to military technology, including commercial aerospace, low-altitude economy, deep-sea technology, future energy, and large aircraft, which are expected to become trillion-yuan markets [1] - The growth of military companies is dependent on their expansion into these emerging fields, which will also drive the development of new processes, materials, and devices such as additive manufacturing and ceramic matrix composites [1] Group 2: Commercial Aerospace - The commercial aerospace industry is anticipated to enter a new era supported by national policy and technological breakthroughs [1] - Key components of the commercial aerospace sector include remote sensing applications, satellite control systems, CAE simulation/satellite testing, and data processing platforms, with a focus on new scenarios like space computing [1] - The development of the commercial aerospace sector is characterized by a synergy between state-owned and private enterprises [1]

GREAT MICROWAVE-军工板块强势,广联航空20%涨停,臻镭科技创新高 - Reportify