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错了电池行情,就不要错过军工行情了

2026-04-16 01:42:00

错了电池行情,就不要错过军工行情了

海科今天这个20厘米确实太强了，之前清仓后一路下跌还心中暗喜，结果自己还是那个小丑。

这波电池行情算是提前三步成烈士了，今天捞了一点盛新锂能，希望明天有肉出来。

外围战事不断，我觉得军工行情还是很有机会的。叠加有并购的，新劲刚就进入范围内了。

新劲刚的一些预期差，2025 年前三季度业绩承压源于军工订单结算周期与低毛利业务出清，Q4 集中结算 + 中长期改善规划落地将驱动 2026 年利润显著修复；

高至科技并购后协同效应将推动其从射频组件向卫星通信系统级跃迁，宽普科技新基地 2026 年达产带来 8 亿产值增量、仁健微波商业航天信关站与全国产化频率源放量，以及低空经济标杆项目落地，三大新增长曲线将形成业绩共振。

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