Report center

航天军工行业2024年度策略：需求落地，加速成长-20231108-华泰证券

年度策略回顾 2023，望向 2024：三重背离、三点思考、两个展望 2023 是军工投资艰难的一年，指数表观涨幅与机构重仓白马表现相差甚远，同时订单自上而下出现断档。但同样我们发现这是成长继续分化的一年，“一主两率”投资逻辑框架下的核心标的业绩增长势能更足，23Q1-Q3单季度净利润同比增速分别为 14.65%/16.36%/-5.86%，对比中信军工板块净利润同比增速分别为-2.78%/7.

No subject companies

Publishers

华泰证券 View content →

Suggested next hops

Ranked by edge type and evidence strength (max 5). Prefer these over scrolling the full lists.

1华泰证券Published by or linked to this institution1

Ask about this report neighborhood Read full report →

No related industries

No related reports

← Back to knowledge graph