俄发动新一轮大规模袭击，航天军工板块领涨全市场

格隆汇2025-06-30

军工股再度走强，航天军工板块领涨，长城军工、国科军工、国睿科技、中航成飞等大涨。消息面上： 1.俄发动新一轮大规模袭击，称此次夜袭是自冲突以来"规模最庞大的空袭行动”。 2.9月3日上午在北京天安门广场隆重举行纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会，包括检阅部队。机构认为，军工行业边际修复迹象明显，毛利率与净利率双双回升，未来业绩具备向上弹性。申万宏源指出，"9.3阅兵"引发...

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