內(nèi)容目錄核心觀點(diǎn)和建議關(guān)注 4建議關(guān)注 4重點(diǎn)賽道動(dòng)態(tài) 5可控核聚變：中國環(huán)流三號實(shí)現(xiàn)“高質(zhì)量燃燒”新紀(jì)錄，研發(fā)有序推進(jìn) 5低空經(jīng)濟(jì)：政策與產(chǎn)業(yè)兩端同周共振，促進(jìn)低空出行新圖景 6航發(fā)&燃機(jī)：中國航發(fā)“3D打印極簡渦噴發(fā)動(dòng)機(jī)”完成首次單發(fā)飛行試驗(yàn) 7衛(wèi)星互聯(lián)網(wǎng)：長征十二號運(yùn)載火箭成功發(fā)射衛(wèi)星互聯(lián)網(wǎng)低軌13組衛(wèi)星 8本周市場回顧 9板塊指數(shù) 9板塊估值 10融資融券 個(gè)股表現(xiàn) 14個(gè)股估值 14三季報(bào)數(shù)據(jù) 16風(fēng)險(xiǎn)提示 19圖表目錄“中國環(huán)流三號”（HL-3）現(xiàn)場 5上海進(jìn)博會上的eVTOL展出 6中國航發(fā)3D打印極簡渦噴發(fā)動(dòng)機(jī) 7長征十二號運(yùn)載火箭發(fā)射 8本周板塊漲跌幅（%） 9申萬國防軍工板塊近一個(gè)月成交量（億股） 9申萬國防軍工板塊近一個(gè)月成交金額（億元） 10PE-TTM（整體法、剔除負(fù)值） 10各子板塊PE-TTM（整體法、剔除負(fù)值） 國防軍工板塊融資融券數(shù)據(jù) 申萬（2021）軍工板塊個(gè)股本周融資買入額增減幅前五十情況 申萬（2021）軍工板塊個(gè)股本周融券賣出額增減幅前五十情況 13一周漲幅前五 14一周漲幅后五 14國防軍工板塊（申萬2021）個(gè)股估值 15國防軍工板塊（申萬2021）三季報(bào)數(shù)據(jù) 16核心觀點(diǎn)和建議關(guān)注核心觀點(diǎn)：地緣局勢不確定性加劇，軍工板塊關(guān)注度有望提升14日下午我國國防部就高市早苗的挑釁言14日凌晨俄羅斯再次對烏克蘭發(fā)起新一輪“朱雀三號”發(fā)射在即，重點(diǎn)關(guān)注商業(yè)航天投資機(jī)會月中下旬首飛，發(fā)射時(shí)間臨近，該型建議關(guān)注【導(dǎo)彈及軍工電子】導(dǎo)彈產(chǎn)業(yè)鏈【航空發(fā)動(dòng)機(jī)】整機(jī)：航發(fā)動(dòng)力。配套：航發(fā)控制、航發(fā)科技、航材股份、應(yīng)流股份、航宇科技。【軍貿(mào)】整機(jī)：中航成飛、中航沈飛、中航西飛、航天彩虹。系統(tǒng)：國?？萍?、航天南湖?！拘掠蛐沦|(zhì)建設(shè)】（無人機(jī)重點(diǎn)賽道動(dòng)態(tài)可控核聚變：中國環(huán)流三號實(shí)現(xiàn)“高質(zhì)量燃燒”新紀(jì)錄，研發(fā)有序推進(jìn)131億攝氏度，標(biāo)志著中國可控核聚變技術(shù)取得重大進(jìn)展；全超導(dǎo)（EAST）1000秒“高質(zhì)量燃燒”；緊湊型聚變能實(shí)驗(yàn)裝置（BEST）主2027年左右開展燃燒等離子體實(shí)驗(yàn)，圖表1：“中國環(huán)流三號”（HL-3）現(xiàn)場中國政府網(wǎng)低空經(jīng)濟(jì)：政策與產(chǎn)業(yè)兩端同周共振，促進(jìn)低空出行新圖景日明確提出“引導(dǎo)民間資本有序參與低空經(jīng)濟(jì)、商業(yè)航天等領(lǐng)PPP139.5萬家，20252.2萬家，區(qū)域上eVTOLeVTOL中國經(jīng)營報(bào)航發(fā)&燃機(jī)：中國航發(fā)“3D打印極簡渦噴發(fā)動(dòng)機(jī)”完成首次單發(fā)飛行試驗(yàn)13日，中國航發(fā)披露“3D打印極簡渦噴發(fā)動(dòng)機(jī)”完成首次單發(fā)飛行300.75馬赫、6000米高度工況7月該發(fā)動(dòng)機(jī)完成首次掛飛驗(yàn)證后取得的3D打印極簡輕質(zhì)微型渦噴發(fā)動(dòng)機(jī)在工程應(yīng)用領(lǐng)3D圖表3：中國航發(fā)3D打印極簡渦噴發(fā)動(dòng)機(jī)中國科技網(wǎng)衛(wèi)星互聯(lián)網(wǎng)：長征十二號運(yùn)載火箭成功發(fā)射衛(wèi)星互聯(lián)網(wǎng)低軌13組衛(wèi)星2025101041分，我國在海南商業(yè)航天發(fā)射場使13607次發(fā)射。4米級單芯級運(yùn)載火箭，近地軌道運(yùn)載能力不小1270064.2米、5.2米直徑構(gòu)型的整流罩，支持單星、多星不同軌道發(fā)射。本次任務(wù)是長征十二號運(yùn)載火箭首次執(zhí)行“零窗口”發(fā)射。圖表4：長征十二號運(yùn)載火箭發(fā)射新華社本周市場回顧板塊指數(shù)2.15%0.18%，創(chuàng)業(yè)板指下30031個(gè)申萬一級27。周四13日）0.62%。圖表5：本周板塊漲跌幅（%）））本周軍工板塊股票交易活躍度與上周相比有所下降，本周一10日）22.2610日）539.52億元。板塊估值PE(TTM)68.973.4289.282.372.039.4PE(TTM)分位數(shù)PE(TTM)90.5%、99.5%、89.2%、94.6%、0.0%。））融資融券14380.87378.951.55%225.96億47.2317.29%1.91億0.01%0.96億元，比上期下降0.16億元，較上周同比下降14.36%。圖表10：國防軍工板塊融資融券數(shù)據(jù)板塊流動(dòng)市值板塊流動(dòng)市值（億元）融資融券余額 板塊融資余額 融資余額占流通市 融券余額占板塊融券余額（億元）（億元） （億元） 值比例 動(dòng)市值比例本周期融資買入額 比上周期增減量 比上周期增減 本周期融券賣出額 比上周期增本周期融資買入額 比上周期增減量 比上周期增減 本周期融券賣出額 比上周期增比上周期增減額（億元）（億元） （億元） 幅 （億元） 幅225.96 -47.23 -17.29% 0.96 -0.16 -14.36%（202510日-202514日（2025月3日-2025年11月7日）14日，銀河電子、雷科防務(wù)、中兵紅箭等公司融資買入額增幅0.34億元，增130.77%。七一二、新勁剛、中航西飛等公司融券賣出額增幅位居板塊前列，其中，七一二本周融券賣出額較上周增加130.04萬元，同比增加8127.50%。圖表11：申萬（2021）軍工板塊個(gè)股本周融資買入額增減幅前五十情況融資余額占 本周期融資 上周期融資 融資買入額 融資買入額融資余額占 本周期融資 上周期融資 融資買入額 融資買入額融資余額（億證券名稱 自由流通市 買入額（億 買入額（億 比上周期增 比上周期元）值比例 元） 元） 減量（億元） 減幅證券代碼002519.SZ銀河電子00.00%0.600.260.34130.77%002413.SZ雷科防務(wù)00.00%1.230.630.695.24%000519.SZ中兵紅箭00.00%2.621.351.2794.07%603712.SH七一二3.293.97%1.230.670.5683.58%688682.SH霍萊沃0.886.76%0.690.380.3181.58%688011.SH新光光電0.944.59%0.440.250.1976.00%600879.SH航天電子18.086.75%6.243.672.5770.03%300177.SZ中海達(dá)00.00%1.350.950.442.11%688070.SH縱橫股份1.166.20%0.400.290.1137.93%300762.SZ上海瀚訊00.00%5.694.151.5437.11%600038.SH中直股份12.228.86%2.081.540.5435.06%688523.SH航天環(huán)宇1.756.55%2.301.760.5430.68%600391.SH航發(fā)科技3.896.83%1.731.330.430.08%688629.SH華豐科技10.977.63%6.024.701.3228.09%688776.SH國光電氣4.2610.74%5.114.051.0626.17%688685.SH邁信林6.4910.91%1.231.000.2323.00%688563.SH航材股份2.423.84%0.340.280.0621.43%002935.SZ天奧電子00.00%1.391.160.2319.83%600184.SH光電股份1.714.70%0.550.460.0919.57%688592.SH司南導(dǎo)航1.157.41%0.370.320.0515.63%600862.SH中航高科6.293.66%1.060.940.1212.77%688439.SH振華風(fēng)光5.5712.00%1.701.510.1912.58%600072.SH中船科技5.215.56%0.630.570.0610.53%688175.SH高凌信息0.925.43%0.250.230.028.70%688282.SH*ST導(dǎo)航0.442.91%0.130.120.018.33%688552.SH航天南湖1.464.56%0.440.410.037.32%600760.SH中航沈飛18.233.63%5.124.780.347.11%688636.SH智明達(dá)1.935.79%1.010.980.033.06%002151.SZ北斗星通00.00%1.591.550.042.58%603678.SH火炬電子6.347.14%1.851.810.042.21%688237.SH超卓航科1.185.60%0.470.460.012.17%600893.SH航發(fā)動(dòng)力21.264.31%4.074.010.061.50%002446.SZ盛路通信00.00%2.162.130.031.41%600118.SH中國衛(wèi)星21.038.48%18.6818.600.080.43%601698.SH中國衛(wèi)通17.099.48%8.476.921.550.43%688281.SH華秦科技1.852.09%0.370.3700.00%002389.SZ航天彩虹00.00%1.191.20-0.01-0.83%300123.SZ亞光科技00.00%0.530.54-0.01-1.85%301213.SZ觀想科技00.00%0.480.49-0.01-2.04%300775.SZ三角防務(wù)00.00%8.658.92-0.27-3.03%688297.SH中無人機(jī)4.924.93%1.051.10-0.05-4.55%688543.SH國科軍工4.988.75%1.131.19-0.06-5.04%600765.SH中航重機(jī)9.785.75%2.602.76-0.16-5.80%002383.SZ合眾思壯00.00%0.620.66-0.04-6.06%600435.SH北方導(dǎo)航7.115.57%1.061.13-0.07-6.19%688311.SH盟升電子1.674.74%0.440.47-0.03-6.38%300474.SZ景嘉微00.00%2.362.56-0.2-7.81%600967.SH內(nèi)蒙一機(jī)6.44.98%1.671.82-0.15-8.24%300900.SZ廣聯(lián)航空00.00%0.530.58-0.05-8.62%300699.SZ光威復(fù)材00.00%1.551.72-0.17-9.88%（202510日-202514日（20253日-20257日）圖表12：申萬（2021）軍工板塊個(gè)股本周融券賣出額增減幅前五十情況融券余額占融券余額（萬證券代碼 證券名稱 自由流通市本周期融券賣出額（萬上周期融券賣出額（萬融券賣出額比上周期增融券賣出額比上周期增元）值比例元）元）減量（萬元）減幅603712.SH七一二90.020.01%132.681.60131.088192.50%300629.SZ新勁剛00.00%12.140.5611.582067.86%000768.SZ中航西飛00.00%219.7814.21205.571446.66%688543.SH國科軍工40.260.01%24.072.1121.961040.76%688239.SH航宇科技63.520.01%22.302.2020.1913.64%600879.SH航天電子1439.670.05%1359.61158.461201.15758.01%002465.SZ海格通信00.00%584.7597.41487.34500.30%002446.SZ盛路通信00.00%59.7410.2949.45480.56%301050.SZ雷電微力00.00%143.4827.03116.45430.82%300045.SZ華力創(chuàng)通00.00%9.381.917.47391.10%002389.SZ航天彩虹00.00%125.7834.7691.02261.85%600391.SH航發(fā)科技74.730.01%24.377.4416.93227.55%000547.SZ航天發(fā)展00.00%21.556.7014.85221.64%688523.SH航天環(huán)宇36.830.01%19.976.7313.24196.73%300762.SZ上海瀚訊00.00%141.1150.2990.82180.59%600372.SH中航機(jī)載68.170.00%36.3513.4422.91170.46%600764.SH中國海防598.490.08%329.69164.39165.3100.55%688776.SH國光電氣101.480.03%17.068.858.2192.77%000519.SZ中兵紅箭00.00%203.76108.8594.9187.19%600184.SH光電股份25.690.01%25.5314.8110.7272.38%002414.SZ高德紅外00.00%140.6081.6858.9272.14%002297.SZ博云新材00.00%1.921.190.7361.34%688297.SH中無人機(jī)519.250.05%200.03128.8071.2355.30%688439.SH振華風(fēng)光36.460.01%18.6612.246.4252.45%002413.SZ雷科防務(wù)00.00%23.0917.006.0935.82%600038.SH中直股份1182.070.09%70.1455.7614.3825.79%002025.SZ航天電器00.00%151.60120.5331.0725.78%600590.SH泰豪科技60.960.01%25.4920.405.0924.95%000738.SZ航發(fā)控制00.00%334.08272.1261.9622.77%002151.SZ北斗星通00.00%40.0734.335.7416.72%600118.SH中國衛(wèi)星2285.710.09%1306.001142.62163.3814.30%688122.SH西部超導(dǎo)2075.860.07%664.81653.3811.431.75%688636.SH智明達(dá)50.130.02%1.441.48-0.04-2.70%300101.SZ振芯科技00.00%35.1037.19-2.09-5.62%688629.SH華豐科技215.460.01%81.7297.24-15.52-15.96%300726.SZ宏達(dá)電子00.00%26.4431.51-5.07-16.09%300008.SZ天海防務(wù)00.00%32.5638.82-6.26-16.13%600967.SH內(nèi)蒙一機(jī)360.980.03%72.9293.97-21.05-22.40%300775.SZ三角防務(wù)00.00%115.73166.59-50.86-30.53%600435.SH北方導(dǎo)航576.70.05%179.99260.38-80.39-30.87%600760.SH中航沈飛584.970.01%140.18203.26-63.08-31.03%600072.SH中船科技168.40.02%21.6531.56-9.91-31.40%002338.SZ奧普光電00.00%38.3958.85-20.46-34.77%600562.SH國?？萍?11.830.04%19.9530.65-10.7-34.91%688002.SH睿創(chuàng)微納824.920.03%161.48264.19-102.71-38.88%002179.SZ中航光電00.00%258.14451.49-193.35-42.82%300699.SZ光威復(fù)材00.00%225.69410.12-184.43-44.97%000733.SZ振華科技00.00%13.7925.46-11.67-45.84%601698.SH中國衛(wèi)通246.30.01%74.35154.31-79.96-51.82%600990.SH四創(chuàng)電子16.680.00%0.250.52-0.27-51.92%（202510日-202514日（20253日-20257日）個(gè)股表現(xiàn)1383612.63%19.65%。證券代碼證券名稱一周漲跌幅（）年初至今漲跌幅（）002935.SZ天奧電子12.6323.4000547.SZ航天發(fā)展8.5428.73603261.SH立航科技7.39-1.76002214.SZ大立科技7.1043.41301213.SZ觀想科技6.3138.65證券代碼證券名稱一周漲跌幅（）年初至今漲跌幅（）000638.SZ萬方發(fā)展-19.6516.74300775.SZ三角防務(wù)-12.2214.07688239.SH航宇科技-11.8378.61300600.SZ國瑞科技-10.84110.78688776.SH國光電氣-10.7187.67個(gè)股估值14PE的歷史百分位數(shù)據(jù)看，13817PE40%PE處于歷史偏低位置。圖表15：國防軍工板塊（申萬2021）個(gè)股估值證券代碼證券名稱PEPBPE歷史百分位PB歷史百分位601890.SH亞星錨鏈31.652.576%67%000733.SZ振華科技28.271.7515%41%300777.SZ中簡科技33.033.0616%15%000768.SZ中航西飛64.883.1916%47%300008.SZ天海防務(wù)39.14.9117%63%002179.SZ中航光電29.513.221%10%600862.SH中航高科29.624.1625%47%688629.SH華豐科技143.5921.6626%92%000738.SZ航發(fā)控制47.461.9827%8%688002.SH睿創(chuàng)微納46.066.0730%54%688636.SH智明達(dá)51.24.8330%50%688522.SH納睿雷達(dá)93.085.0736%59%300775.SZ三角防務(wù)33.852.6436%19%600435.SH北方導(dǎo)航80.477.137%77%688510.SH航亞科技55.665.2338%64%600038.SH中直股份52.311.7338%2%600150.SH中國船舶35.891.8338%19%002625.SZ光啟技術(shù)125.169.4543%80%600562.SH國睿科技53.145.1843%52%688281.SH華秦科技52.423.9145%25%600685.SH中船防務(wù)43.722.0647%32%600760.SH中航沈飛56.987.6748%69%300699.SZ光威復(fù)材43.634.2749%8%002023.SZ海特高新71.892.1150%21%688563.SH航材股份44.452.352%25%000576.SZ甘化科工57.452.7153%46%605123.SH派克新材34.131.8854%24%688122.SH西部超導(dǎo)53.36.5356%52%688543.SH國科軍工53.284.4659%82%001270.SZ鋮昌科技101.986.2959%40%688239.SH航宇科技52.014.9460%47%603267.SH鴻遠(yuǎn)電子43.232.4560%17%603678.SH火炬電子51.482.4263%11%600764.SH中國海防91.092.5766%15%300101.SZ振芯科技205.356.8966%37%688282.SH*ST導(dǎo)航168.873.4966%95%600372.SH中航機(jī)載71.691.5570%14%300965.SZ恒宇信通105.032.8471%75%300922.SZ天秦裝備88.11471%66%300726.SZ宏達(dá)電子47.663.2772%25%002933.SZ新興裝備128.032.673%55%688552.SH航天南湖694.944.874%88%688685.SH邁信林142.6511.3275%94%688439.SH振華風(fēng)光70.112.3276%22%600391.SH航發(fā)科技198.935.0777%69%600765.SH中航重機(jī)108.571.8578%9%600967.SH內(nèi)蒙一機(jī)57.382.5285%56%300722.SZ新余國科139.5613.5487%77%002111.SZ威海廣泰74.811.8187%21%688237.SH超卓航科1145.093.9189%80%688297.SH中無人機(jī)501.895.4990%50%301050.SZ雷電微力89.193.6290%17%300527.SZ中船應(yīng)急739.672.9591%26%002985.SZ北摩高科157.793.6592%31%300696.SZ愛樂達(dá)181.923.8992%36%300629.SZ新勁剛255.52.8294%8%688375.SH國博電子97.826.7194%76%002651.SZ利君股份131.054.0394%59%300065.SZ海蘭信346.327.4694%87%002389.SZ航天彩虹241.892.6794%44%688511.SH天微電子426.222.7895%38%300034.SZ鋼研高納95.873.4895%19%300719.SZ安達(dá)維爾465.714.0995%72%301357.SZ北方長龍1295.7512.396%95%600316.SH洪都航空648.284.4696%74%688682.SH霍萊沃306.165.2996%40%002414.SZ高德紅外654.237.9897%85%601698.SH中國衛(wèi)通353.435.7897%77%300395.SZ菲利華94.758.6197%87%600893.SH航發(fā)動(dòng)力415.212.5398%30%300252.SZ金信諾580.383.9498%69%600118.SH中國衛(wèi)星888.938.0498%67%002338.SZ奧普光電204.528.8799%91%002025.SZ航天電器244.143.0599%15%600879.SH航天電子184.081.73100%27%688523.SH航天環(huán)宇110.586.69100%81%002935.SZ天奧電子132.285.31100%94%688586.SH江航裝備285.593.61100%33%三季報(bào)數(shù)據(jù)圖表16：國防軍工板塊（申萬2021）三季報(bào)數(shù)據(jù)Q1-3營業(yè)收 Q1-3營收同 Q1-3歸母凈 Q1-3歸母同證券名稱 證券代碼入（億元）比增速利潤（億元）比增速縱橫股份688070.SH3.2257.01%-0.2062.93%中直股份600038.SH150.47-13.02%3.734.32%中無人機(jī)688297.SH15.48319.01%0.34扭虧中天火箭003009.SZ4.44-30.95%-0.29轉(zhuǎn)虧中科海訊300810.SZ1.45-0.41%-0.7716.27%中簡科技300777.SZ6.8428.46%2.9025.45%中航重機(jī)600765.SH77.763.35%6.16-39.21%中航西飛000768.SZ302.444.94%9.925.15%中航沈飛600760.SH206.07-18.54%13.62-25.10%中航機(jī)載600372.SH167.741.25%9.90-17.73%中航高科600862.SH37.61-1.56%8.06-11.59%中航光電002179.SZ158.3812.36%17.37-30.89%中海達(dá)300177.SZ6.83-7.48%-0.46-78.40%中光學(xué)002189.SZ10.31-32.25%-1.91-757.77%中國衛(wèi)星600118.SH31.0285.28%0.15扭虧中國衛(wèi)通601698.SH18.525.35%2.86-40.58%中國海防600764.SH19.252.80%1.543.43%中國船舶600150.SH1074.0391.21%58.52157.71%ST應(yīng)急300527.SZ5.91-18.06%0.0858.96%中船科技600072.SH64.0126.30%-14.34-1931.02%中船防務(wù)600685.SH143.1512.83%6.55249.84%中兵紅箭000519.SZ34.2425.95%-0.592.30%智明達(dá)688636.SH5.12145.16%0.82扭虧振芯科技300101.SZ7.3630.56%0.9330.79%振華科技000733.SZ39.264.98%6.23-3.31%振華風(fēng)光688439.SH7.01-11.59%0.91-63.33%銀河電子002519.SZ3.32-59.12%-0.40轉(zhuǎn)虧亞星錨鏈601890.SH15.445.28%2.119.38%亞光科技300123.SZ6.67-8.64%-0.99-20.42%新余國科300722.SZ2.62-17.89%0.48-26.72%新興裝備002933.SZ2.49-18.75%0.2971.84%新勁剛300629.SZ2.70-33.18%0.11-90.04%星網(wǎng)宇達(dá)002829.SZ2.6614.97%0.38扭虧新光光電688011.SH0.41-39.57%-0.2331.77%興圖新科688081.SH0.9131.99%-0.45-5.71%西測測試301306.SZ2.25-27.90%-1.06-11.82%西部超導(dǎo)688122.SH39.8923.30%6.507.62%威海廣泰002111.SZ22.9710.75%1.27-1.67%*ST萬方000638.SZ1.7660.43%-0.09轉(zhuǎn)虧*ST天微688511.SH1.2872.66%0.41550.37%天秦裝備300922.SZ1.6811.73%0.282.25%天箭科技002977.SZ0.79-41.57%-0.26轉(zhuǎn)虧天海防務(wù)300008.SZ31.4834.50%2.32202.12%天和防務(wù)300397.SZ2.67-3.36%-0.83-30.00%天奧電子002935.SZ5.36-7.12%0.15-4.51%泰豪科技600590.SH29.0312.40%0.49扭虧司南導(dǎo)航688592.SH2.3922.16%-0.23-189.27%ST思科瑞688053.SH1.4747.67%0.01-52.55%四創(chuàng)電子600990.SH10.41-4.64%-0.90-123.05%盛路通信002446.SZ9.4213.03%0.8426.49%陜西華達(dá)301517.SZ4.30-11.77%-0.14轉(zhuǎn)虧上海瀚訊300762.SZ3.0572.72%-0.4847.25%三角防務(wù)300775.SZ12.47-8.51%3.7525.64%睿創(chuàng)微納688002.SH40.8629.72%7.0746.21%全信股份300447.SZ6.52-16.64%0.32-46.24%七一二603712.SH11.92-25.92%-2.06-656.16%派克新材605123.SH26.818.04%2.37-3.84%內(nèi)蒙一機(jī)600967.SH78.9411.07%3.866.18%納睿雷達(dá)688522.SH2.5486.50%0.73181.28%盟升電子688311.SH2.48185.29%-0.4862.74%邁信林688685.SH4.4648.42%0.5655.17%利君股份002651.SZ4.88-11.36%0.87-28.01%*ST立航603261.SH1.44-3.32%-0.44-30.75%理工導(dǎo)航688282.SH1.29104.80%-0.0293.54%雷科防務(wù)002413.SZ9.3334.00%-0.9132.61%雷電微力301050.SZ6.90-41.10%1.57-58.07%科思科技688788.SH2.2117.81%-1.881.93%金信諾300252.SZ18.7517.89%0.0841.58%晶品特裝688084.SH2.12211.05%0.11扭虧景嘉微300474.SZ4.9512.14%-0.73轉(zhuǎn)虧捷強(qiáng)裝備300875.SZ1.698.07%-0.23-146.20%江龍船艇300589.SZ5.09-59.03%-0.37轉(zhuǎn)虧江航裝備688586.SH6.37-19.51%0.42-68.97%霍萊沃688682.SH2.1514.27%0.07-31.98%火炬電子603678.SH26.9825.41%3.2041.76%華如科技301302.SZ1.572.55%-1.3947.95%華秦科技688281.SH8.018.63%2.43-21.48%華力創(chuàng)通300045.SZ5.6426.32%0.09扭虧華豐科技688629.SH16.59121.47%2.23扭虧鴻遠(yuǎn)電子603267.SH14.2722.27%2.2274.56%洪都航空600316.SH31.333.41%0.12-16.49%宏達(dá)電子300726.SZ14.0418.81%3.2725.07%合眾思壯002383.SZ9.717.22%0.08扭虧恒宇信通300965.SZ1.4723.35%0.2633.71%航宇科技688239.SH15.177.40%1.46-1.07%航亞科技688510.SH5.301.95%0.78-16.04%航新科技300424.SZ14.152.77%0.18-7.31%航天南湖688552.SH5.85579.06%0.37扭虧航天環(huán)宇688523.SH3.0410.44%0.510.56%航天發(fā)展000547.SZ16.9742.59%-4.8912.38%航天電子600879.SH88.35-4.32%2.09-62.77%航天電器002025.SZ43.498.87%1.46-64.53%航天彩虹002389.SZ15.2318.02%0.06-1.67%航發(fā)控制000738.SZ39.68-