从军工板块近期市场表现看，7月22日，军工板块延续强势，截至截稿，长城军工与博云新材两只个股 封于涨停板，中兵红箭、建设工业、洪都航空等个股纷纷上扬，万得军工指数连续四天上涨，累计涨幅 达4.81%,跑赢沪深300指数(2.64%),反映出资金面改善和情绪提振。 其次，地缘局势紧张也为军工板块大涨提供上涨动力。2025年5月印巴爆发军事冲突，巴基斯坦作为中 国武器重要进口国，冲突加剧可能加速其军备采购，直接利好中国军贸产业链。同时，全球地缘风险溢 价重估，军工股的避险属性凸显。 吴昊称，军工板块持续性上涨其实最根本的原因还是行业基本面的修复，2025年上半年业绩预告发布， 涨幅居前的上市公司主要围绕船舶、防务、航天等产业链，如航天科技预计上半年净利润同比增长超过 16倍，中国船舶预计上半年净利润同比增长近120%。(个股不做推荐) 随着军工板块业绩修复的预期不断被印证，叠加"九三阅兵"、地缘冲突事件等多重因素的催化，军工板 块后市仍将是全市场关注的重点，存在结构性机会。后续将持续看好军用无人装备及军事智能化赛道， 在相关细分赛道寻找具有高增长、估值修复拐点等特性的标的。 军事智能化领域正成为世界主要国家今后一 ...

Group 1: Company Overview - Titan Co., Ltd. is involved in the establishment of a joint innovation center for textile robotics [3] - The company aims to address the challenges of labor shortages in the textile industry through the development of robotics [5] Group 2: Industry Performance - In 2024, the revenue of large-scale textile machinery enterprises in China reached ¥117.84 billion, a year-on-year increase of 7.84% [4] - The total profit for the same period was ¥8.82 billion, reflecting a growth of 9.36% [4] - Exports of textile machinery amounted to $4.686 billion, marking a 3.31% increase year-on-year [4] Group 3: Innovation and Development - The joint innovation center will focus on the intelligent upgrade of the textile industry, pooling resources for research and development [4] - Key areas of research include high-skill and labor-replacing intelligent equipment [5] - The center aims to overcome technical bottlenecks and promote practical applications of research outcomes [4] Group 4: Policy and Market Trends - The Chinese government is prioritizing the transformation and upgrading of traditional manufacturing, with a focus on intelligent and green development by 2027 [6] - The textile industry is expected to be a key beneficiary of policies supporting robotics and intelligent equipment [6]