国防军工行业军工电子月报：Palantir重估全球军工，无人智能获顶层关注

1      USAspending2026820 2025 26H1 2025 26H1 Palantir Technologies 2003 PLTR.O 44.75 2957.20 GE 1917 GE.N 458.55 3735.95 L3Harris Technologies 2019 LHX.N 218.65 515.93 1994 NOC.N 419.54 726.00 Anduril Industries 2017 - 22 610.00 1995 LMT.N 750.48 1140.00 Shield AI 2015 - 3 127.00 RTX 20201922 RTX.N 886.03 1310.00 Scale AI 2016 - 20 290.00 TransDigm Group 1993 TDG.N 88.31 940.00 ZEnatech 2021 ZENA.O 0.13 1.14 1952 GD.N 525.50 775.00 SpaceX 2002 SPCX.O 186.74 14285.09 Axon Enterprise 1993 AXON.O 27.80 210.00 C3.AI 2009 AI.N 3.89 14.27 Curtiss-Wright 1929 CW.N 34.98 90.00 HII 2011 HII.N 82.52 128.64 Howmet Aerospace 1888 HWM.N 82.52 606.00 536.68 18929.27 3273.71 9532.95 / EPS AOCS TCS C&DH 688818.SH // 301050.SZ 688270.SH ST 001270.SZ T/R 688375.SH T/R 688776.SH 002446.SZ K/Ka 301517.SZ 300762.SZ G60 003031.SZ 5G-A6G 301682.SZ MLCC 300474.SZ "GPU/AISoC/ 688047.SH 603267.SH 300123.SZ ST 300252.SZ 300447.SZ 688629.SH 002465.SZ 603712.SH 688002.SH 4D 688143.SH /// 301306.SZ 688568.SH 600879.SH -50.00%-20.00%10.00%40.00%70.00%100.00%130.00%中航军工电子指数申万军工沪深300iFind Wind 20.0030.0040.0050.0060.0070.0080.0090.00100.00 PETTM 300726.SZ 195.83 -43.77% 44.50 301682.SZ 153.04 -28.09% 47.84 000733.SZ 227.04 -27.67% 23.10 603267.SH 114.22 -36.20% 39.94 603678.SH 193.18 -51.06% 76.42 688693.SH 41.08 -46.37% -42.81 002935.SZ 64.72 -30.45% 97.89 000818.SZ 82.76 -13.64% -58.25 002049.SZ 548.27 -26.74% 33.19 300101.SZ 82.06 -10.64% 523.29 300474.SZ 274.90 -13.03% -165.74 688385.SH 321.38 -31.70% 163.92 688439.SH 78.76 -14.76% 57.69 688172.SH 714.81 -40.15% -156.68 688047.SH 426.50 -31.23% -102.08 300593.SZ 129.55 -20.56% -66.51 000576.SZ 29.46 2.74% 41.84 688818.SH 749.83 -41.71% 200.35 600855.SH 57.02 -12.51% -34.35 002446.SZ 69.11 -29.70% 99.36 300123.SZ ST 42.71 18.41% -3.47 300629.SZ 42.59 -21.06% 38.43 002977.SZ *ST 25.49 0.90% -10.69 301050.SZ 74.60 -9.90% 182.04 688270.SH ST 173.81 -25.94% 115.79 001270.SZ 190.78 -40.66% 144.51 688375.SH 431.99 -30.51% 95.82 688776.SH 50.76 -23.66% -36.00 002179.SZ 714.92 -26.32% 37.24 002025.SZ 278.63 -19.34% 147.80 920640.BJ 49.26 -16.46% 63.15 688629.SH 645.72 -26.46% 149.52 300252.SZ 73.90 -37.39% 228.91 300447.SZ 40.94 -12.19% 150.09 688636.SH 30.83 -51.06% 27.60 002413.SZ 104.36 -18.95% -158.37 688539.SH 43.65 -26.35% 83.18 688582.SH 151.50 -41.98% 57.91 000561.SZ 65.06 1.76% -22.11 002465.SZ 248.18 -21.69% -30.04 603712.SH 91.40 -8.15% -18.16 300762.SZ 182.49 -36.34% -101.73 688175.SH 27.96 -33.88% -110.42 002214.SZ *ST 77.53 -13.61% -34.15 002414.SZ 538.54 -4.90% 55.60 688011.SH 62.29 -10.41% -151.64 688002.SH 666.48 -8.25% 45.73 688311.SH 37.09 -19.13% -223.07 688272.SH 19.12 -43.33% -22.47 688282.SH 45.25 -12.66% -358.39 688143.SH 108.82 -51.94% 504.93