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军工股普遍上扬 中航科工涨超4% 中船防务涨超3%
Zhi Tong Cai Jing· 2025-09-30 06:09
Core Viewpoint - The military stocks have generally risen, with notable increases in companies such as AVIC (4.58% increase), China Shipbuilding Defense (3.38% increase), and Continental Aerospace Technology (2.24% increase) [1] Group 1: Market Performance - AVIC (02357) rose by 4.58%, trading at 4.34 HKD [1] - China Shipbuilding Defense (600685) (00317) increased by 3.38%, trading at 16.23 HKD [1] - Continental Aerospace Technology (00232) saw a rise of 2.24%, trading at 0.137 HKD [1] Group 2: Industry Developments - Dongfang Securities' report highlights that three types of carrier-based aircraft have completed their first catapult takeoff and landing training, marking a milestone in China's naval strength [1] - The influence of weaponry and equipment is continuously expanding [1] Group 3: Strategic Insights - The U.S. Treasury Secretary indicated that engines may become a significant bargaining chip in Sino-U.S. negotiations, emphasizing the urgency for self-sufficiency in domestic large aircraft engines [1] - The military industry has stabilized in recent weeks, with a new phase of equipment construction expected to commence as the 14th Five-Year Plan approaches [1] - Focus on domestic demand recovery and military trade progress is essential for the second half of the year, highlighting the sector's investment value [1]