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结合我国强军及改革推进时点,借鉴美国军工产业发展经验,军工行业的二季度投资重点在于国企混改和代表主战装备发展方向的上市公司,对比美国军工行业发展阶段,我国军工企业发展具有自己的特点,处在主系统承包商趋向合并集中、分系统及零部件供应商实现军民融合,数量和企业质量大幅增长的阶段。未来我国军工央企市场化改革是大势所趋,海空军与信息化装备
In light of the time when our strong armies and reforms are promoted and the experiences of the US military industrial development, drawing lessons from the experience of the US military industrial development, the second quarter of the military industrial sector focuses on the listed companies that mixed the state-owned enterprises and represent the development direction of major combat armies. Compared with the development stage of the US military industry, Has its own characteristics, in the main system contractor tends to mergers and acquisitions, subsystems and components suppliers to achieve military and civilian integration, the number and quality of business substantial growth stage. In the future, the marketization reform of China’s military central enterprises is the trend of the times, the navy and air force and information equipment