印巴冲突事件催化，A股军工股涨停潮！航天南湖、昆船智能、中航成飞、华如科技录得20cm涨停，成飞集成等20股涨停

Group 1 - A surge in A-share military stocks has been observed, with several companies hitting the 20% daily limit increase, including Aerospace Nanhu, Kunshan Intelligent, AVIC Chengfei, and Huaru Technology [1][2] - The sudden rise in military stocks is primarily attributed to the recent India-Pakistan conflict, which, despite an announced ceasefire, is expected to enhance the reputation of China's military industry [2][3] - The People's Daily published an article titled "Accelerate the Liberation and Development of New Quality Combat Power," which may further increase market attention on military stocks, indicating potential for short-term volatility and activity [2][3] Group 2 - From a fundamental industry perspective, 2025 is expected to be a year of rapid demand release as part of the "14th Five-Year Plan," with noticeable improvements in the fundamentals of certain companies since February 2025, particularly in the aerospace and missile sectors [3] - The military stock sector continues to hold long-term investment value, suggesting ongoing opportunities for allocation in this area [3]