国产军民机亮相新加坡航展，美将加速生产五种关键导弹 [Table_Industry] 军工 股票研究 /[Table_Date] 2026.02.10 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 周明頔(分析师) | 010-83939792 | zhoumingdi@gtht.com | S0880525080003 | | 杨天昊(分析师) | 010-83939791 | yangtianhao@gtht.com | S0880523080010 | 本报告导读： 上周军工板块上涨，国产军民机亮相新加坡航展，美将加速生产五种关 键导弹。大国博弈加剧是长期趋势，军工长期向好。 投资要点： [Table_Report] 相关报告 军工《福建舰训练计划顺利推进，多区域军事对 峙升温》2026.02.02 军工《火箭发射节奏持续加快，商业航天产业稳 步提速》2026.01.20 军工《两航天央企锚定"十五五"航天强国目 标，俄称打击乌军工设施》2026.01.19 军工《中国航天 2025 发射次数创新高，美军费或 将提至 ...

Group 1 - The military industry sector is experiencing a recovery in demand, which is boosting market expectations, as evidenced by a continuous net inflow into the military ETF (512660) for four consecutive days, with over 220 million yuan net inflow on the last trading day [1] - The Indonesian government is evaluating the feasibility of purchasing Chinese-made J-10 fighter jets, highlighting the increasing international demand for advanced domestic weaponry [1] - Global military expenditure is entering an expansion phase, with an estimated 2.72 trillion USD in 2024, representing a 9.4% year-on-year increase, the largest since the end of the Cold War [1] Group 2 - China's military trade export share is increasing, moving from 6% in 2015 to a higher position, ranking fourth globally by 2024 [1] - Chinese military products are evolving from traditional equipment to high-tech, high-value-added products, such as the J-10CE fighter jet, VT-4 main battle tank, and Hongqi-9B air defense missile [1] - The global military trade landscape shows the United States leading with a 39% export share, while China is enhancing its role through technological breakthroughs and improved market adaptability [1]