中航科工11月12日盘中股价暴跌近6%,引发市场广泛关注。此前中航科工在珠海航展期间新签订单金额约600亿元人民币,创下新高,原本应是利好消息。但公司股价12日竟出现暴跌走势,原因引发外界猜测。
公开资料显示,中航科工11日签约70余项协议,合作范围涵盖卫星、航天运载火箭、商用航空、无人机等领域,合作方包括地方政府、行业用户、上下游企业等。不过,市场对中航科工后续订单执行能力及项目现金流情况存在一定疑虑。
另一方面,当日同属航空航天军工板块的相关个股普遍下跌,板块资金出现分散流出迹象。部分投资者或基于对板块高估值等原因做出减持选择。但从基本面来看,中航科工依旧坐拥完整的航空产业链,长期发展前景值得期待。后续仍需持续关注中航科工订单转化进度及投资者情绪波动等因素。
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