军贸增长

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可控核聚变或迎产业化加速推进
2025-10-13 14:56
可控核聚变或迎产业化加速推进 20251013 摘要 BEST 项目稳步推进,标志着国内可控核聚变进入新阶段,下半年将加 速招标电源和超导材料等关键部件,对相关赛道形成持续催化。 国内可控核聚变领域,除 BEST 项目外,中核集团的中国聚变能源公司 亦值得关注,预计明年将有更多招标活动,影响 2026 年及以后的市场。 可控核聚变产业链核心在于真空室、偏滤器、包层冷屏、磁体和杜瓦等 结构部件,以及上游的低温超导线材、高温超导带材、钨材料和碳化硅 复合材料。 模块电源行业受益于防务需求恢复和 AI 应用增长,集成度高、灵活性强, 预计到 2028 年军用市场总量将达 590 亿元人民币,AI 相关供配设备市 场增速迅猛。 AI 服务器功耗显著提升,推动对高性能、高密度、高可靠性供配系统的 需求,加速模块化和集成化电源应用,并提升单价与整体市场规模。 全球军贸需求增加源于安全局势动荡,中国武器装备凭借高端化、自主 化优势,以及欧洲产能受限,市场份额有望提升,主机厂环节受益最大。 2025 年作为"十四五"收官之年,应关注原材料及元器件订单变化, 选股思路应关注补欠账和产品力提升,以及结构调整与个股反转机会。 Q& ...
军工板块延续强势 中光防雷涨超10%
news flash· 2025-07-29 01:49
智通财经7月29日电,早盘军工板块延续强势,中光防雷涨超10%,中船应急、国瑞科技、新雷能、北 方长龙、中船汉光等跟涨。消息面上,东方证券研报指出,部分景气敏感型上游环节二季度已呈现业绩 好转态势,伴随积极的变化越来越多落地,板块确定性进一步增强。"十四五"收官之年景气度持续恢 复,军贸有望成为第二增长极。 军工板块延续强势 中光防雷涨超10% ...
军工板块延续强势 国瑞科技20CM2连板
news flash· 2025-06-26 01:37
Core Viewpoint - The military industry sector continues to show strong performance, with companies like Guorui Technology experiencing significant stock price increases, indicating a bullish trend in military-related investments [1] Industry Summary - The military sector has maintained its momentum, with notable stocks such as Guorui Technology rising by 20% for two consecutive trading days, alongside other companies like Zhongguangxue, Yaxing Anchor Chain, and Beifang Navigation reaching their daily price limits [1] - Longjiang Securities reports that global military trade demand is expected to increase significantly, suggesting that China's military trade may enter a period of rapid growth, which could lead to improved profitability and quality for related companies [1]
未知机构:【九点特供】PL15E空空导弹攻击距离超145千米,机构称战储需求结合实战演训消耗,制导弹药需求有望持续放量,这家公司在多个关键技术取得不-同程度技术突..-20250509
未知机构· 2025-05-09 04:00
Summary of Key Points from Conference Call Records Industry Overview - The records primarily focus on the **military and defense industry**, particularly the developments in missile technology and military trade dynamics involving China and Pakistan [1][4]. Core Insights and Arguments - The **PL-15E air-to-air missile** has an attack range exceeding **145 kilometers**, indicating a significant advancement in China's missile capabilities. This missile features all-weather usage and beyond-visual-range launch capabilities, which are crucial for modern warfare [5][6]. - The **demand for precision-guided munitions** is expected to increase due to military storage needs and real combat training consumption. The year **2023** is anticipated to be a pivotal year for new weaponry and ammunition production, aligning with the "14th Five-Year Plan" [5][6]. - **Military trade** with Pakistan is highlighted, with **63.02%** of China's military exports directed to Pakistan, which relies on China for **81.15%** of its military imports. This suggests a strong bilateral defense relationship that may bolster China's military export growth in the medium to long term [4][6]. - The **military sector** is experiencing fluctuations, with leading companies like **Aerospace Changfeng** showing mixed performance amid market volatility. The stock's trading behavior reflects broader market trends and investor sentiment towards military stocks [3][4]. Additional Important Content - The **geopolitical landscape** is influencing military stock performance, with ongoing conflicts affecting demand and supply dynamics in the defense sector. The sustainability of military stock growth may depend on the duration of geopolitical tensions [3][4]. - Companies such as **New Light Optoelectronics** and **Xinyu Guoke** are making technological advancements in military applications, enhancing their capabilities in missile development and production [6][7]. - The **explosive materials industry** is poised for growth, driven by increased demand for ammunition and military supplies, particularly in light of global conflicts [6][7]. - The **stock market's resilience** is noted, with historical data suggesting that A-shares tend to perform well during years of poor export performance, as monetary policy often becomes more accommodative in such scenarios [1][3]. Conclusion - The military and defense industry is at a critical juncture, with technological advancements and geopolitical factors shaping its future. Companies involved in missile technology and military trade are likely to see sustained demand, while market dynamics will continue to influence stock performance.