军工行业周报：十年“最差”中报，中期“最好”消息

① ② 1 ③ ④ ① ②      wind wind ① ② ① ② Wind ① ② 航天 商业航天 -1.65% 13.91% -13.21% 10.49% 38.87% 50.66% 5.78% 8.16% 航天防务 -2.37% -8.96% -48.73% -13.32% 38.51% 35.63% 10.98% 14.29% 航空 上游 -1.39% 12.89% -16.93% 16.06% 36.76% 38.05% 12.16% 17.81% 中游 -1.95% 7.74% -3.69% 17.81% 28.30% 28.73% 12.70% 12.66% 下游 -10.37% 2.28% -17.99% 17.08% 12.53% 10.43% 3.56% 4.37% 船舶 中游 8.86% -3.03% 6.61% 34.18% 31.93% 29.50% 7.09% 7.35% 下游 31.05% 27.92% 155.31% 43.29% 11.16% 10.27% 2.70% 1.83% 军工材料 0.82% 14.74% -14.37% 13.97% 30.06% 35.84% 13.45% 18.19% 军工电子 -12.95% 5.52% -47.04% -8.53% 40.76% 45.56% 6.68% 16.15% 航天 商业航天 -5.00% 11.24% 6.40% 43.21% 16.25% 38.95% 航天防务 24.76% 10.02% 5.43% 10.69% -3.60% 14.77% 航空 上游 -3.67% -10.01% 4.34% 19.48% 4.60% 28.39% 中游 -45.93% 16.41% 3.33% 13.90% 21.28% 16.57% 下游 -41.77% -18.81% 8.13% 1.06% -2.63% 13.24% 船舶 中游 62.97% 11.48% 12.34% 22.32% -1.86% 17.28% 下游 13.55% 14.09% 6.71% 4.52% 1.78% 10.30% 军工材料 -11.13% -5.67% 14.95% 25.57% 16.37% 28.31% 军工电子 -10.06% -15.05% 4.15% 3.94% -1.63% 21.61% 20% 15% 10% 5% 0% -5% -10% -15% -20% -25% 估值增速贡献业绩增速贡献交叉影响指数涨跌幅                                                                                                    ① ② ③ ④ ⑤