军工行业周报：“市场化机制”与“第二曲线”

1 Wind 序号 公司名称 收入 净利润 22Q1增速 22Q2增速 变化pcts 22Q1增速 22Q2增速 变化pcts 1 洪都航空 29.37% -39.22% -68.59 -85.53% -63.19% 22.34 2 中航西飞 12.43% 38.69% 26.25 14.26% 63.72% 49.46 3 航天彩虹 46.08% 29.21% -16.87 63.98% -16.69% -80.67 4 中直股份 -49.21% -17.21% 32.00 -96.60% -97.69% -1.08 5 中航沈飞 34.78% 18.57% -16.21 48.13% 0.85% -47.28 6 航发动力 44.30% 48.32% 4.01 84.80% 37.92% -46.88 7 航发控制 31.54% 21.15% -10.40 49.77% 13.30% -36.47 8 中航机电 10.32% 6.24% -4.07 22.25% 22.59% 0.34 9 中航电子 19.60% 7.05% -12.56 43.12% 30.63% -12.49 10 航发科技 6.58% 10.68% 4.10 3.76% 232.26% 228.51 11 江航装备 42.38% 8.25% -34.12 28.52% 7.93% -20.59 12 利君股份 44.73% -15.45% -60.18 46.20% -53.16% -99.36 13 北摩高科 63.10% 60.88% -2.22 40.95% 26.03% -14.91 14 爱乐达 127.05% 73.89% -53.16 89.61% 76.36% -13.25 15 三角防务 594.21% 54.48% -539.73 1496.76% 44.53% ###### 16 广联航空 15.65% 13.84% -1.81 118.08% 71.01% -47.07 17 中航重机 87.68% 47.38% -40.30 92.40% 73.17% -19.23 18 立航科技 58.24% 52.06% -6.18 59.58% 42.07% -17.51 19 派克新材 34.89% 27.60% -7.28 34.84% 9.54% -25.30 20 航宇科技 62.25% 38.31% -23.94 16.06% -6.67% -22.73 21 航天电器 66.48% 22.38% -44.10 76.57% 33.60% -42.97 22 天箭科技 -17.12% 86.16% 103.29 35.12% 142.53% 107.41 23 新雷能 31.48% -2.27% -33.75 537.26% -5.30% -542.56 24 雷电微力 18.63% 4.63% -14.00 18.72% -4.00% -22.73 25 洪都航空 42.99% -31.50% -74.49 122.74% -16.87% -139.61 26 北方导航 -37.51% -21.98% 15.53 ###### -51.70% 1398.95 27 鸿远电子 6.62% -32.88% -39.49 -22.00% -71.46% -49.46 28 理工导航 44.16% 29.25% -14.91 145.19% 146.24% 1.05 29 盟升电子 40.83% 16.68% -24.15 62.80% 20.61% -42.20 30 航天发展 17.13% 28.92% 11.79 19.22% 59.19% 39.97 31 振华科技 -51.91% -68.59% -16.68 -94.85% -104.50% -9.65 32 紫光国微 62.25% -20.13% -82.38 52.90% -139.08% -191.98 33 中航光电 12.95% -58.87% -71.82 30.76% -85.58% -116.34 34 大立科技 9.21% 6.09% -3.12 -26.47% 7.47% 33.94 35 雷科防务 18.25% 57.34% 39.09 74.80% 129.45% 54.65 36 高德红外 70.34% -30.68% -101.02 58.20% -38.36% -96.56 37 天奥电子 13.09% 24.00% 10.90 5.13% 20.93% 15.79 38 振芯科技 -72.47% 53.60% 126.07 -365.05% 209.48% 574.53 39 景嘉微 -29.51% 9.54% 39.05 15.24% 99.24% 84.00 40 宏达电子 27.58% 27.06% -0.52 23.61% -1.99% -25.61 41 上海瀚讯 -26.92% -11.22% 15.70 -24.62% 2.94% 27.56 42 国睿科技 18.24% 29.01% 10.76 26.69% 29.73% 3.04 43 航天电子 16.96% 31.05% 14.09 -84.73% -44.25% 40.47 44 鸿远电子 86.47% 40.43% -46.04 -6.56% 12.32% 18.89 45 火炬电子 49.21% 29.00% -20.21 9.28% -51.46% -60.74 46 七一二 -5.46% 9.90% 15.35 -6.05% 38.54% 44.59 47 睿创微纳 135.91% 11.22% -124.69 183.83% 51.76% -132.07 48 新光光电 42.15% 25.72% -16.43 11.86% 44.40% 32.54 49 臻镭科技 1.03% 1.42% 0.39 -50.58% -62.12% -11.54 50 智明达 30.18% 10.48% -19.70 98.87% -0.20% -99.07 51 钢研高纳 16.64% 21.24% 4.60 22.67% 25.10% 2.43 52 光威复材 66.51% 65.54% -0.97 68.08% 85.58% 17.50 53 中简科技 54.54% 47.85% -6.68 152.73% 158.31% 5.58 54 图南股份 5.64% 37.04% 31.40 -28.29% -34.71% -6.42 55 抚顺特钢 -47.47% -8.81% 38.67 -75.09% -40.55% 34.54 总 17.92% 15.37% -2.55 28.07% 11.84% -16.22 Wind Wind Wind Wind Wind 700011.00% 6000 8.00% 5000 4000 3000 2000 1000 5.00% 2.00% -1.00% -4.00% 0 1.69% 电食医电国有非银汽基计房机交家农商煤通建社石建传轻钢公美纺环综力品药子防色银行车础算地械通用林贸炭信筑会油筑媒工铁用容织保合 -7.00% 设饮生 军金金 化机产设运电牧零 材服石装 制事护服 备料物 工属融 工备输器渔售 料务化饰 造业理饰 Wind 2022Q2 基金配置各行业市值规模（亿元）超/低配比例 / = A Wind 2022Q2 =A/ = - Wind 2022Q2 Wind 2022Q2 Wind 2022Q2 wind 202293 wind 202293