军工行业电子月报：中报“营收快利润慢，民品强军品弱”

1  186.22 18.71% 18.60 6.82% 99.22 0.82% 9.34 -0.02% 41.68 26.59% -0.35 -34.38% 56.10 -7.70% -0.28 -105.44% 237.31 6.31% 16.57 -14.07% 114.10 64.93% 25.10 750.34% 14.98 11.55% 0.92 102.34%     月日， Wind / 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 iFind -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300Wind 20.0030.0040.0050.0060.0070.0080.0090.00100.00 PETTM 300726.SZ 348.29 38.48% 79.14 301682.SZ 214.04 3.95% 66.91 000733.SZ 313.88 10.76% 31.94 603267.SH 179.04 11.87% 62.60 603678.SH 394.72 71.56% 156.16 688693.SH 76.59 -8.64% -79.82 002935.SZ 93.05 15.55% 140.74 000818.SZ 95.83 0.41% -67.45 002049.SZ 754.05 12.32% 45.64 300101.SZ 91.83 -6.15% 585.58 300474.SZ 316.08 4.51% -190.57 688385.SH 461.23 18.01% 240.21 688439.SH 92.40 -8.66% 67.68 688172.SH 1,194.35 15.76% -261.78 688047.SH 620.23 6.08% -148.44 300593.SZ 163.08 -15.06% -83.72 000576.SZ 28.67 -12.28% 40.73 688818.SH 1,287.93 7.67% 344.12 600855.SH 65.17 -12.46% -39.26 002446.SZ 98.32 9.59% 141.34 300123.SZ ST 36.07 -15.14% -2.93 300629.SZ 53.96 -6.70% 48.68 002977.SZ *ST 25.26 -24.57% -10.59 301050.SZ 82.79 -11.34% 202.04 688270.SH ST 234.70 -7.61% 156.36 001270.SZ 321.52 6.99% 243.54 688375.SH 621.64 15.13% 137.88 688776.SH 66.48 -5.56% -47.15 002179.SZ 970.31 26.85% 50.54 002025.SZ 346.05 16.99% 183.57 920640.BJ 58.97 -0.13% 75.60 688629.SH 878.02 32.11% 203.31 300252.SZ 118.03 16.48% 365.63 300447.SZ 46.63 -4.78% 170.93 688636.SH 63.01 1.37% 56.40 002413.SZ 128.77 -6.78% -195.41 688539.SH 59.27 -3.25% 112.93 688582.SH 261.13 33.47% 99.82 000561.SZ 63.94 -8.64% -21.73 002465.SZ 316.93 -19.38% -38.36 603712.SH 99.51 -12.31% -19.77 300762.SZ 286.67 35.74% -159.81 688175.SH 42.28 -8.31% -167.00 002214.SZ *ST 89.74 0.81% -39.53 002414.SZ 566.30 3.03% 58.47 688011.SH 69.87 20.88% -170.10 688002.SH 726.97 21.04% 49.88 688311.SH 45.86 -6.26% -275.83 688272.SH 33.74 34.91% -39.65 688282.SH 51.79 -23.52% -405.61 688143.SH 226.50 4.07% 1,050.97 600990.SH 47.79 -7.60% -14.74 600562.SH 263.52 -11.14% 41.80 688552.SH 94.87 -10.03% -332.50 000801.SZ 131.51 4.04% 76.41 300416.SZ 103.64 6.09% 39.85 301306.SZ 133.77 22.39% -89.66 688053.SH ST 38.01 2.37% -200.57 300045.SZ 114.25 -7.81% -179.04 688066.SH *ST 31.68 -14.68% -1.70 688568.SH 335.11 -14.77% -239.02 600372.SH 525.02 -2.15% 45.79 600879.SH 702.42 9.12% 307.36 Wind2026630 ① ② ③ ④ ⑤