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中信建投:军工板块整体景气度有望迎来复苏

China Securities Co., Ltd.: The overall prosperity of the military industry sector is expected to usher in a recovery.

Gelonghui Finance ·  Jul 21 06:12

The CITIC Construction Investment Research Report points out that since late June this year, a series of large orders from military companies have continued to be disclosed, which is expected to have a positive impact on the 2024 business performance; it indicates that China's military equipment construction has begun to recover one after another, and the overall boom in the military industry sector is expected to recover. Currently, the sector is at the bottom of the triple range of valuation, performance growth, and capital allocation. Domestic and foreign catalytic factors may continue to emerge in the second half of 2024, injecting new impetus into the rise in the sector. The new quality sector continues to catalyze. It is recommended to actively seize structural rebound opportunities and wait for the next cycle to arrive.

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