1、2022 年深度行业分析研究报告 “”“”wind wind wind 振华科技阻容感业务15.9513.9715.5619.4325.9212.91%宏达电子被动元器件4.885.586.749.7917.1636.94%鸿远电子自产业务3.144.885.898.8613.4843.94%火炬电子自产业务3.884.716.318.7112.5634.13%27.8527.8529.1429.1434.534.546.7946.7969.1269.1225.51%25.51%紫光国微 特种数字集成电路5.166.1610.7916.7333.6459.79%复旦微电FPGA1.581.55
2、1.552.044.2728.22%航锦科技 特种数字集成电路2.552.73.323.033.578.78%景嘉微GPU2.282.913.834.635.2122.95%振芯科技 特种模拟模拟电路0.781.021.652.083.4144.60%12.3512.3514.3414.3421.1421.1428.5128.5150.150.141.92%41.92%亚光科技微波器组件4.610.1517.2314.111.9626.98%雷电微力微博微系统0.890.462.973.427.3569.52%国光电气真空电子1.682.292.543.283.9723.99%盛路通信微波器组
3、件2.342.912.974.354.3816.97%9.519.5115.8115.8125.7125.7125.1525.1527.6627.6630.59%30.59%大立科技红外热成像仪2.443.944.889.977.6733.15%高德红外红外热成像仪3.243.496.7218.4316.9751.28%久之洋红外热成像仪2.94.224.746.115.0614.93%睿创微纳红外热成像仪1.563.846.8515.6117.883.79%10.1410.1415.4915.4923.1923.1950.1250.1247.547.547.12%47.12%航天电器连接器2
4、6.1228.3435.3442.1850.3817.85%中航光电连接器62.8777.1890.3101.71126.9319.20%88.9988.99105.52105.52125.64125.64143.89143.89177.31177.3118.81%18.81%6PCB杰赛科技军用PCB业务8.218.776.82%6.82%9.558.89%8.89%10.479.63%9.63%12.6120.44%20.44%11.33%11.33%恒宇信通嵌入式计算机1.561.351.92.141.915.19%智明达嵌入式计算机1.712.352.613.254.4927.30%3
5、.273.273.73.74.514.515.395.396.46.418.28%18.28%8军工电源新雷能军用电源1.512.4360.93%60.93%4.5888.48%88.48%5.4218.34%18.34%8.862.36%62.36%55.37%55.37%海格通信军工通信12.2517.0219.5322.8426.6621.46%广哈通信军工通信1.641.091.241.571.782.07%上海瀚讯军工通信3.864.265.466.417.2917.23%北方导航军工通信4.415.094.55.926.279.20%七一二军工通信14.2515.2819.8925
6、.5832.8823.25%36.4136.4142.7442.7450.6250.6262.3262.3274.8874.8819.75%19.75%国睿科技雷达整机+子系统4.482.622.622.8520.245.72%四创电子雷达及雷达配套16.2420.919.6411.2813.09-5.25%20.7220.7223.5223.5222.2422.2434.1334.1333.2933.2912.59%12.59%412.19412.1928.14%28.14%507.67507.6723.16%23.16%23.40%23.40%23.03%23.03%10雷达13.51%1