最近的一连串重大军事科技突破，刺激着基金对军工事件驱动投资的关注力度。据悉，一些基金经理今年一季度的重仓股组合中已凸显出军工板块的布局力度。

The recent series of major military technology breakthrough,To stimulate the fund to military event driven investment focus on strength.It is reported,Some fund managers in the first quarter of this year's heavy warehouse stock portfolio has highlights military plate layout strength.

　　一连串的军事科技的突破使得军工板块的题材效应持续发酵，去年四季度的航母下水、舰载机试飞及上周末的运20首飞、陆基中段反导拦截技术试验成功无疑表明了军工板块的题材利好可能将不断涌出。

A series of military technology breakthrough that military plate subject effect continuous fermentation,The fourth quarter of last year carrier launching/Carrier machine test and last weekend's luck and first fly/The middle ground anti-missile interceptor technology test successful undoubtedly shows that the military plate material may be good sr.

　　深圳一位基金经理向《上海证券报》表示，考虑到一些事件的长期化、公开化和复杂化，军工板块可能是2013年最重要的投资主题之一。通常而言，军工投入会在经济增长后逐步显现出来，经济增长将推动军工科技的发展。上述基金经理坦言近期开始重点研究军工板块一些个股的基本面，并寻机介入一些具有可靠安全边际的品种，并已经在今年一季度的前十大重仓股组合中给予体现，未来的军工事件驱动可能还将持续出现，其中包括了今年中期的神十发射及后期的北斗卫星组网等预期。

Shenzhen to a fund manager[Shanghai stock certificate report]said,Considering the events of the reform/Into the open and complicated,Military plate may be 2013 years the most important theme of the investment.Generally speaking,Military industry investment will be in the economic growth gradually revealed,Economic growth will promote the development of the military science and technology.The fund manager said recently began to key research military plate some stocks fundamentals,And unlike some intervention with a reliable security margin varieties,And in the first quarter of this year has been the first ten big heavy warehouse stock portfolio to reflect,The future of military event driven may also will continue to appear,Including the middle of this year god ten launch and later beidou satellite network and expected.

　　昨日，基金重仓股中航飞机、中航动控(000738,股吧)、航天动力(600343,股吧)等军工个股强势涨停，在军工板块强势拉升的刺激下，上证指数昨日狂奔2.4%也与此因素有颇多关联。而从去年第四季度开始，在短短四个月内，四项重大军事科技的突破足以说明军工题材的事件驱动在未来一段时间内可能将持续进行，军工板块从此前的不着边际的冷门板块变得更为实际和现实，也由此使得基金经理加大了对这一板块的持续投入。

yesterday,The fund heavy warehouse stock catic aircraft/Catic dynamic control(000738,guba)/Space power(600343,guba)And military stocks strong harden,In military plate strong pull litre stimulating,The Shanghai index yesterday run 2.4% and with the factors have much relevance.And from the fourth quarter of last year began,In just four months,The four major military technology breakthrough that military to the theme of event driven in the future may be a period of time will continue,Military plate from previous no marginal upset plate become more practical and realistic,And thus makes the fund manager stepped up the plate for input.

　　在去年四季度航母下水和舰载机试飞的背景下，一些基金经理就开始注意到事件驱动可能成为军工股的重要投资主线之一。去年四季度以来，一批军工个股进入了基金经理的前十大重仓股组合中，并在近期市场中大幅跑赢其他板块。

In the fourth quarter of last year carrier launching and carrier under the background of flight,Some fund managers began to pay attention to event driven may become an important military shares investment is one of the main line.Since the fourth quarter of last year,A group of military stocks into the fund manager's top ten heavy warehouse stock portfolio,And in the recent market sharp run to win other plate.

　　银河保本基金在去年四季度的重仓股组合中就强化了对军工题材的布局。数据显示，银河保本基金将哈飞股份(600038,股吧)列为基金的第五大重仓股，并将机器人(300024,股吧)列为第七大重仓股。上述两只个股在昨日军工板块提振下收盘涨幅分别为3.71%和5.50%。值得一提的是，机器人此前并不被视为军工股，但该股军工业务持续发力已得到一些机构人士的关注。

The Milky Way guaranteed fund in the fourth quarter of last year heavy warehouse stock portfolio is to strengthen the military to the layout of the subject matter.Data display,The Milky Way guaranteed fund will hafei shares(600038,guba)As a fund's fifth largest heavy warehouse stock,Robot and(300024,guba)As the seventh largest heavy warehouse stock.The above two stocks yesterday in military plate boost the closing or were 3.71% and 5.50% respectively.Be worth what carry is,The robot is not regarded as previous military shares,But the strands of military service for hair force has been the concern of some organization.

　　在去年杀跌创业板的环境下，机器人于去年四季度进入一批公募基金的重仓股组合，部分基金公司研究人士认为，机器人公司有可能会成为未来军工板块重要的参与者，公司自2011年进入军品市场后取得较大进展，机器人2013年1月1日公告称，与“重要部门”签订了总金额2.93亿元的特种装备合同。

In the last year of the gem to industrial environment,The robot in the fourth quarter of last year into a number of public offering of the fund heavy warehouse stock portfolio,Part of the fund company researchers think,Robot company may become a future military plate important participant,Since 2011 the military after the market has made considerable progress,Robot on January 1, 2013 announcement to say,and"Important department"Sign the total amount of 293 million yuan of special equipment contract.

　　遭到机构严重忽视的一些品种成为基金挖掘军工板块的黑马。军品收入占比超过50%的光电股份(600184,股吧)，截至去年前三季度末尚无一家公募基金入驻，但在去年四季度一系列军事科技突破的背景下，诺安新动力基金在去年四季度买入光电股份71万股，占其基金资产净值比例高达5.22%。光电股份的产品主要包括重弹发射车、导弹导引头、航空设备、侦察车等，这只军工股由此成为诺安新动力(310328,基金吧)基金的第一大重仓股。诺安新动力基金将军工个股列为其第一大重仓股显示出基金经理对军工题材的重视程度，也不难解释其前十大重仓股中同期还包括其他军工个股，与光电股份类似的是，主营雷达业务的四创电子(600990,股吧)同样被机构挖掘。诺安新动力基金亦在去年四季度买入四创电子74万股，四创电子成为诺安新动力基金的第五大重仓股。上述两只军工股自去年四季度以来股价涨幅分别达到87%和53%，股价的大幅上涨也显示出去年四季度以来，事件因素对军工个股的刺激作用。(文章来源：上海证券报)

By institutions of neglect some species become fund mining military plate of the dark horse.Military than income of more than 50% of the photoelectric shares(600184,guba),At the end of the third quarter of last year as there is no one GuGong in public enlisting fund,But in the fourth quarter of last year a series of military science and technology under the background of breakthrough,AnXin power fund's last year in the fourth quarter buying photoelectric stock 710000 shares,Of the fund net worth ratio as high as 5.22%.Photoelectric stock products mainly include the launcher/Missile seeker/Aviation equipment/Reconnaissance vehicles, and other,This only military shares will be AnXin's power(310328,Fund it)Fund to the first big heavy warehouse stock.North AnXin power fund will be military stocks listed as its first big heavy warehouse stock shows that fund managers to military theme value degree,Also it is not difficult to explain the first ten big heavy warehouse shares the same period in the military also include other stocks,And photoelectric share similar is,The main business of radar four and electronic(600990,guba)Also be institutions mining.North AnXin power fund also in the fourth quarter of last year to buy four and electronic 740000 shares,Four and electronic become AnXin's power of fund's fifth largest heavy warehouse stock.The above two military shares since last year's fourth quarter share price increase since the 87% and 53% respectively,Share price rises also show last year since the fourth quarter,Event factors on military stocks stimulation.(source:Shanghai stock certificate report)