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中信证券:局部冲突升级趋势隐现,国际军贸高景气
中信证券研报表示,6 月 13 日,以色列对伊朗发动空袭,中东局势骤然升级。2024 年,全球军费开支连续第 10 年增长,增幅达到冷战以来最高,欧洲和中东增长尤其快速。印巴冲突中,我国多种出口装备的优异表现助力我国产品得到外军认可。我国军贸正从过去的低档廉价外销逐渐向高端武器出口过渡,尤其是在近年国产装备大批量更新换代背景下,部分军品技术在国际上已具备较强的竞争力。未来随着我国国际政治地位逐渐提升,国产军贸产品有望进一步提升全球市占率。



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中信证券:局部冲突升级趋势隐现,国际军贸高景气
中信证券研报表示,6 月 13 日,以色列对伊朗发动空袭,中东局势骤然升级。2024 年,全球军费开支连续第 10 年增长,增幅达到冷战以来最高,欧洲和中东增长尤其快速。印巴冲突中,我国多种出口装备的优异表现助力我国产品得到外军认可。我国军贸正从过去的低档廉价外销逐渐向高端武器出口过渡,尤其是在近年国产装备大批量更新换代背景下,部分军品技术在国际上已具备较强的竞争力。未来随着我国国际政治地位逐渐提升,国产军贸产品有望进一步提升全球市占率。

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China’s stock markets are some of the largest in the world, with total market capitalization reaching RMB 79 trillion (US$12.2 trillion) in 2020. China’s stock markets are seen as a crucial tool for driving economic growth, in particular for financing the country’s rapidly growing high-tech sectors.Although traditionally closed off to overseas investors, China’s financial markets have gradually been loosening restrictions over the past couple of decades. At the same time, reforms have sought to make it easier for Chinese companies to list on onshore stock exchanges, and new programs have been launched in attempts to lure some of China’s most coveted overseas-listed companies back to the country.

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