中信建投:多家上市公司回購股票 繼續看好軍工板塊結構性復甦
中信建投研報表示,“十一”節前至上週,受洲際彈道導彈試射成功、央行降準降息釋放流動性以及多項政策利好影響,大盤及軍工板塊經歷較大波動,期間軍工板塊多家上市公司公佈回購計劃或回購進程,體現公司對於行業信心。當前軍工板塊處於估值、業績增速以及資金配置三重底部區間,2024年四季度國內外催化因素或將持續出現,為板塊上升注入新動力,新域新質領域催化不斷,建議積極把握結構性復甦機會。配置方面建議圍繞三條投資主線,一是傳統軍工裝備產業方面,建議重點關注有訂單修復預期、有業績支撐的航發產業、船舶產業以及航空航天產業;二是新域新質裝備方面,建議關注圍繞低成本、智能化、體系化三大特點的行業,包括低成本精確制導彈藥、無人系統以及新一代智能化作戰底座;三是新質生產力方面,建議關注應用市場空間廣闊、行業處於快速成長期、國產化率較低的行業,主要為商業航天、低空經濟、大飛機、增材製造。此外,軍貿出海等方向也值得關注。
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