港股概念追踪 |军工板块估值见底机构看好股价具备反弹的条件（附概念股）

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2022以来，军工板块陆续经历了“行业控价让利”、“中调订单延迟”、“增值税改革”等负面扰动，市场预期不断下修致使板块持续调整。站在当下时点来看，板块悲观预期定价已基本充分：1)2023Q3航空、航天等部分细分赛道毛利率企稳改善，降价对行业盈利影响最大的时间已经出现;2)行业人事调整接近尾声，中调落地渐行渐近，订单压力最大的时间也已出现。从估值与交易维度来看，截止2024.04.12，军工板块PE...

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港股概念追踪 |军工板块估值见底 机构看好股价具备反弹的条件（附概念股）

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港股概念追踪 |军工板块估值见底机构看好股价具备反弹的条件（附概念股）