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“一主兩率”行業篩選-行業數據

“一主兩率”行業篩選
“一主兩率”行業篩選
在華泰軍工組 2023 年度策略報告《掘金 2023：守正、積勢、待時》（2022.11.21 發布），我們創新性地提出“一主兩率”投資邏輯（綁定主戰裝備型號+國產化率提升+滲透率提升），其中隱身材料正處于在主戰裝備型號中滲透率快速爬升階段，或成為軍工各細分賽道成長分化加劇背景下異軍突起的高景氣新興賽道，而隱身材料則是“一主兩率”投資框架下的
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所屬報告： 航天軍工行業：為什么隱身材料是真正的“新”材料-230611（75頁）.pdf
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