军工行业电子月报：估值1%分位，“大军工”市场开始发力

  1   Wind 900 800 700 600 500 400 300 200 100 0 营业收入（亿元）同比增速 35% 32.00% 30.54% 21.10% 14.75% 9.03% 30% 25% 20% 15% 10% 5% 0% 35% 30% 25% 20% 15% 10% 5% 0% 10.94% 5.53% -1.42% 0.11% -4.42% 净利率同比变化（右轴） 12% 10% 8% 6% 4% 2% 0% -2% -4% -6% Wind Wind Wind 2023731 Wind “ ” Wind 2023930 Wind 2023930 ① ② ③ ④ ⑤