军工电子月报：业绩增速环比回升，卫星行业相关军工电子个股表现突出

  1   160.00% 140.00% 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% -20.00% -40.00% -60.00% 中航军工电子指数申万军工沪深300 Wind 1,400 1,200 1,000 800 600 400 200 0 35% 31.35% 30.54% 16.96% 10.88% 9.03% 8.72% 30% 25% 20% 15% 10% 5% 0% 180 160 140 120 100 80 60 40 20 0 60% 46.98%11.55% -2.72% 13.42% -6.53% -19.49% 50% 40% 30% 20% 10% 0% -10% -20% -30% 营业收入（亿元）同比增速归母净利润（亿元）同比增速 -3.07% -3.60% -0.97% -5.75% -3.60% 49% 48% 47% 46% 45% 44% 43% 42% 41% 40% 39% 2.58% 3% 2% 1% 0% -1% -2% -3% -4% -5% -6% -7% 35% 30% 25% 20% 15% 10% 5% 0% -5% -10% -2.04% -4.81% -5.90% 3.53%10.94% -19.30% 15% 10% 5% 0% -5% -10% -15% -20% -25% 毛利率同比变化（右轴）净利率同比变化（右轴） Wind 200.00% 150.00% 100.00% 50.00% 0.00% -50.00% 中航军工电子指数申万军工沪深300 Wind Wind 20231031 100.00 90.00 80.00 70.00 60.00 50.00 40.00 30.00 Wind “ ” Wind 2023930 Wind 20231031 ① ② ③ ④ ⑤