2026年军工电子行业展望-月度报告：新质战斗力定调需求，AI军事应用深化

1 ——“” “‑“”“”“”。      “”“”“”“”–iFind Wind PETTM 300726.SZ 220.29 7.50% 63.88 000733.SZ 319.98 5.85% 33.72 603267.SH 154.39 22.52% 62.07 603678.SH 205.92 10.46% 71.28 688693.SH 31.35 1.62% -28.98 002935.SZ 92.45 2.78% 145.65 000818.SZ 157.34 8.12% -15.66 002049.SZ 677.15 -5.24% 47.28 300101.SZ 154.36 -10.15% 249.61 300474.SZ 376.49 -3.02% -143.96 688385.SH 586.13 6.99% 303.80 688439.SH 126.30 3.14% 93.45 688172.SH 623.16 -6.45% -897.16 688047.SH 636.51 -5.12% -94.10 300593.SZ 184.18 18.05% -40.66 000576.SZ 49.40 6.29% 63.32 600855.SH 94.60 1.82% -42.27 002446.SZ 103.26 -6.23% -14.11 300123.SZ 79.81 13.19% -8.53 300629.SZ 64.52 4.31% 343.61 002977.SZ 38.02 3.94% -227.13 301050.SZ 136.93 0.29% 109.01 688270.SH 380.09 -15.03% 285.29 001270.SZ *ST 286.60 -11.60% 315.74 688375.SH 732.92 -2.88% 144.41 688776.SH 123.49 9.18% -340.80 002179.SZ 753.05 3.67% 35.46 002025.SZ 240.83 5.17% 296.03 920640.BJ 94.46 7.06% 121.54 688629.SH 590.07 36.17% 232.33 300252.SZ 104.22 5.92% 702.71 300447.SZ 66.15 11.01% -708.24 688636.SH 84.90 1.58% 77.00 002413.SZ 196.19 11.55% -55.70 688539.SH 84.54 -1.22% 138.92 688582.SH 267.32 -1.22% 88.41 000561.SZ 98.24 -0.35% -54.26 002465.SZ 438.29 0.97% -142.78 603712.SH 155.56 2.13% -36.38 300762.SZ 266.38 2.34% -329.89 688175.SH 50.85 19.55% -98.37 002214.SZ *ST 111.11 -1.59% -44.69 002414.SZ 664.53 -6.21% 786.08 688011.SH 75.00 13.79% -131.32 688002.SH 537.84 3.44% 67.88 688311.SH 80.60 9.49% -42.07 688272.SH 24.15 6.57% -30.54 688282.SH 68.33 11.17% 258.63 688143.SH 75.75 11.66% 325.96 600990.SH 73.52 0.63% -24.87 600562.SH 363.00 0.69% 57.26 688552.SH 137.93 -3.13% 770.48 300416.SZ 95.10 2.24% 39.65 301306.SZ 91.79 3.18% -54.16 688053.SH ST 44.90 2.28% -204.98 300045.SZ 179.65 -0.07% -171.45 688066.SH 66.83 -28.33% -4.35 688568.SH 547.64 -4.14% 155.36 600372.SH 781.00 3.99% 94.38 600879.SH 851.22 0.19% 435.71 Wind2026227 ① ② ③ ④ ⑤