company_name,security_code,topics,annual_period,annual_notice_date,annual_revenue_yuan,annual_revenue_yoy_pct,annual_parent_net_profit_yuan,annual_parent_net_profit_yoy_pct,annual_profitable,latest_period,latest_notice_date,latest_revenue_yuan,latest_revenue_yoy_pct,latest_parent_net_profit_yuan,latest_parent_net_profit_yoy_pct,latest_profitable,two_period_revenue_growth,two_period_profit_growth,continuity_status,continuity_reason,war_benefit_validation
北斗星通,002151,导航抗干扰产业链_重点研究；无人机产业链_重点研究,2025年报,2026-03-26,2212602876.49,47.6728,-257153393.87,26.4733,NO,2026一季报,2026-04-27,615100660.92,93.2809,13555430.13,145.7609,YES,YES,NO,2026改善，尚非两期连续,2026最新正式期收入、归母利润均增长且盈利，但2025全年未同时满足,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
北方导航,600435,导弹产业链_重点研究；导航抗干扰产业链_重点研究；常规弹药产业链_重点研究；无人机产业链_重点研究；精确制导产业链_重点研究,2025年报,2026-03-28,4191875074.78,52.5570,120610953.99,104.2959,YES,2026一季报,2026-04-25,431546174.12,22.6877,-15723849.88,6.1734,NO,YES,NO,2025增长、2026未延续,2025全年同时增长且盈利，2026最新正式期未同时延续,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
晨曦航空,300581,导弹产业链_重点研究；导航抗干扰产业链_重点研究；无人机产业链_重点研究；精确制导产业链_重点研究,2025年报,2026-04-29,130013280.24,-7.4821,-72881166.82,-174.1432,NO,2026一季报,2026-04-29,12080821.58,266.6348,-10661223.45,29.9011,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
铖昌科技,001270,反无人机产业链_重点研究；导弹产业链_重点研究；电子对抗产业链_重点研究；防空反导产业链_重点研究；雷达产业链_重点研究,2025年报,2026-04-17,404622960.22,91.2758,117109847.25,476.3425,YES,2026中报,2026-08-11,215967262.08,7.3347,76295305.91,34.7180,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
大立科技,002214,反无人机产业链_重点研究；无人机产业链_重点研究,2025年报,2026-03-27,347409890.14,26.4104,-223884619.27,41.7038,NO,2026一季报,2026-04-30,59612977.81,1.2599,-68293036.35,-4.8170,NO,YES,NO,收入连续、利润未连续,两期收入同比均增长，但归母利润未形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
烽火电子,000561,卫星通信产业链_重点研究；数据链与战场通信_重点研究,2025年报,2026-04-29,1673271519.01,-13.5997,-295558039.35,-153.5500,NO,2026一季报,2026-04-30,264514991.42,8.8171,-53210798.13,2.4414,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
高德红外,002414,反无人机产业链_重点研究；导弹产业链_重点研究；无人机产业链_重点研究；精确制导产业链_重点研究；防空反导产业链_重点研究；雷达产业链_重点研究,2025年报,2026-04-15,4618828060.31,72.4998,686192530.33,253.4466,YES,2026一季报,2026-04-21,1245942950.66,83.0224,365901530.75,337.9647,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
观典防务,688287,反无人机产业链_重点研究；无人机产业链_重点研究,2025年报,2026-04-29,123470223.02,37.2138,-216882901.65,-59.6183,NO,2026一季报,2026-04-29,36159990.28,174.6947,-20653973.72,-24.9425,NO,YES,NO,收入连续、利润未连续,两期收入同比均增长，但归母利润未形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
光电股份,600184,导弹产业链_重点研究；无人机产业链_重点研究；精确制导产业链_重点研究,2025年报,2026-04-25,2441017764.61,88.2019,51080235.29,124.7849,YES,2026一季报,2026-04-25,314711373.79,2.9923,1121631.95,17.0323,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
光库科技,300620,无人机产业链_重点研究,2025年报,2026-03-24,1473966074.80,47.5629,176672911.07,163.7580,YES,2026一季报,2026-04-23,426465402.22,60.7961,44736399.48,312.5155,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
光威复材,300699,导弹产业链_重点研究；无人机产业链_重点研究,2025年报,2026-03-31,2859519691.08,16.7182,603403052.05,-18.5893,YES,2026一季报,2026-04-24,639046603.03,13.0443,121412369.30,-21.5824,YES,YES,NO,收入连续、利润未连续,两期收入同比均增长，但归母利润未形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
广东宏大,002683,常规弹药产业链_重点研究,2025年报,2026-03-27,20369059705.04,49.2035,957184117.73,6.6184,YES,2026一季报,2026-04-24,4342374226.11,18.8466,103486709.51,10.6596,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
国博电子,688375,卫星通信产业链_重点研究；反无人机产业链_重点研究；导弹产业链_重点研究；数据链与战场通信_重点研究；电子对抗产业链_重点研究；防空反导产业链_重点研究；雷达产业链_重点研究,2025年报,2026-04-10,2385999472.87,-7.9151,507526326.11,4.7204,YES,2026一季报,2026-04-30,318878713.94,-8.8961,856305.62,-98.5116,YES,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
国科军工,688543,导弹产业链_重点研究；常规弹药产业链_重点研究；无人机产业链_重点研究；防空反导产业链_重点研究,2025年报,2026-03-31,1410287798.82,17.0910,246593361.22,24.0864,YES,2026一季报,2026-04-29,154914402.48,24.4195,19746205.24,-31.1770,YES,YES,NO,2025增长、2026未延续,2025全年同时增长且盈利，2026最新正式期未同时延续,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
国科微,300672,无人机产业链_重点研究,2025年报,2026-04-29,1791097701.15,-9.4441,-233284236.85,-340.1163,NO,2026一季报,2026-04-29,633287475.60,107.4563,54940352.13,6.6681,YES,NO,NO,2026改善，尚非两期连续,2026最新正式期收入、归母利润均增长且盈利，但2025全年未同时满足,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
国睿科技,600562,反无人机产业链_重点研究；防空反导产业链_重点研究；雷达产业链_重点研究,2025年报,2026-04-23,3358038973.41,-1.2468,628509528.07,-0.1991,YES,2026一季报,2026-04-23,507419094.00,39.6648,77187522.62,2.4918,YES,NO,NO,2026改善，尚非两期连续,2026最新正式期收入、归母利润均增长且盈利，但2025全年未同时满足,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
海格通信,002465,卫星通信产业链_重点研究；反无人机产业链_重点研究；数据链与战场通信_重点研究；无人机产业链_重点研究；电子对抗产业链_重点研究；防空反导产业链_重点研究,2025年报,2026-03-28,4388020621.39,-10.8068,-786367482.56,-1579.9197,NO,2026一季报,2026-04-25,1058696944.01,1.8365,5827515.95,-87.2172,YES,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
航天彩虹,002389,无人机产业链_重点研究,2025年报,2026-03-27,2930470691.25,14.1626,26934376.00,-69.4539,YES,2026一季报,2026-04-28,373292079.87,18.4779,101090305.12,427.3142,YES,YES,NO,2026改善，尚非两期连续,2026最新正式期收入、归母利润均增长且盈利，但2025全年未同时满足,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
航天电器,002025,导弹产业链_重点研究,2025年报,2026-03-31,5819834373.25,15.8203,182846795.18,-47.3205,YES,2026一季报,2026-04-30,1613999955.60,10.0873,52232066.52,12.1796,YES,YES,NO,2026改善，尚非两期连续,2026最新正式期收入、归母利润均增长且盈利，但2025全年未同时满足,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
航天电子,600879,导弹产业链_重点研究；无人机产业链_重点研究；精确制导产业链_重点研究,2025年报,2026-03-28,13909957152.25,-2.5947,226975522.69,-58.5826,YES,2026一季报,2026-04-29,1842771264.91,8.3727,31277949.00,5.2528,YES,NO,NO,2026改善，尚非两期连续,2026最新正式期收入、归母利润均增长且盈利，但2025全年未同时满足,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
航天动力,600343,导弹产业链_重点研究,2025年报,2026-03-31,823645849.94,-11.0027,-192580430.65,-2.8570,NO,2026一季报,2026-04-30,119866703.43,-24.2429,-22233558.04,15.0537,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
航天宏图,688066,卫星通信产业链_重点研究,2025年报,2026-04-30,447813060.44,-71.5723,-1860187303.85,-33.5488,NO,2026一季报,2026-04-30,17259574.41,-86.0550,-108260250.16,5.6392,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
航天科技,000901,导弹产业链_重点研究,2025年报,2026-04-29,5493995917.96,-20.3517,70248477.83,472.2242,YES,2026一季报,2026-04-29,1084547748.88,-34.3820,15029237.22,512.1292,YES,NO,YES,利润连续、收入未连续,两期归母利润正增长且盈利，但收入未形成两期正增长,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
航天南湖,688552,反无人机产业链_重点研究；导弹产业链_重点研究；防空反导产业链_重点研究；雷达产业链_重点研究,2025年报,2026-04-22,810195561.19,271.9628,31951309.15,140.8405,YES,2026一季报,2026-04-22,54958469.97,-84.6504,-3883624.64,-106.8616,NO,NO,NO,2025增长、2026未延续,2025全年同时增长且盈利，2026最新正式期未同时延续,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
合众思壮,002383,导航抗干扰产业链_重点研究,2025年报,2026-04-23,1369407073.15,14.2694,-158219407.27,28.8106,NO,2026一季报,2026-04-23,313017676.33,-6.3849,423247.29,-84.2467,YES,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
和而泰,002402,无人机产业链_重点研究,2025年报,2026-04-28,10722317671.64,11.0041,663431525.52,82.1169,YES,2026一季报,2026-04-28,2814675314.00,8.8801,169975401.94,0.3422,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
宏达电子,300726,导弹产业链_重点研究,2025年报,2026-04-24,1886667479.11,18.9945,401174175.82,43.6669,YES,2026一季报,2026-04-24,366514911.33,11.6785,93938747.04,70.7715,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
鸿远电子,603267,导弹产业链_重点研究,2025年报,2026-03-28,1794274663.54,20.2751,249897831.37,62.5426,YES,2026一季报,2026-04-29,410519631.57,-11.9758,96320931.82,59.9971,YES,NO,YES,2025增长、2026未延续,2025全年同时增长且盈利，2026最新正式期未同时延续,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
华力创通,300045,导航抗干扰产业链_重点研究；无人机产业链_重点研究,2025年报,2026-04-22,781590970.65,42.9139,-69223669.27,51.5796,NO,2026一季报,2026-04-28,146836129.15,6.9416,-11956734.71,31.1716,NO,YES,NO,收入连续、利润未连续,两期收入同比均增长，但归母利润未形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
火炬电子,603678,导弹产业链_重点研究,2025年报,2026-03-31,4120691072.68,47.0885,319767196.59,64.3887,YES,2026一季报,2026-04-29,1350061270.20,77.1596,39662375.80,-62.8159,YES,YES,NO,2025增长、2026未延续,2025全年同时增长且盈利，2026最新正式期未同时延续,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
霍莱沃,688682,导弹产业链_重点研究；电子对抗产业链_重点研究；防空反导产业链_重点研究；雷达产业链_重点研究,2025年报,2026-04-15,303266045.15,12.7170,-23387554.16,-262.0361,NO,2026一季报,2026-04-15,79989881.90,9.4281,6487353.72,56.6322,YES,YES,NO,2026改善，尚非两期连续,2026最新正式期收入、归母利润均增长且盈利，但2025全年未同时满足,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
江南化工,002226,常规弹药产业链_重点研究,2025年报,2026-04-24,9981605095.51,0.1959,757548587.74,-18.0220,YES,2026一季报,2026-04-28,2182119359.96,2.6003,134367542.40,-13.9931,YES,YES,NO,收入连续、利润未连续,两期收入同比均增长，但归母利润未形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
金奥博,002917,常规弹药产业链_重点研究,2025年报,2026-04-10,1769003919.74,8.3813,174572122.66,40.6964,YES,2026一季报,2026-04-18,362661878.50,0.1449,38367291.44,7.4052,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
金信诺,300252,卫星通信产业链_重点研究；数据链与战场通信_重点研究,2025年报,2026-04-28,2498691695.89,16.9283,14352709.94,14.6912,YES,2026一季报,2026-04-28,673821241.59,19.6584,21127289.45,560.3991,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
晶品特装,688084,无人机产业链_重点研究,2025年报,2026-04-28,292331645.40,78.5351,-16777629.62,70.6649,NO,2026一季报,2026-04-28,56614543.67,114.3775,-2099499.09,41.2823,NO,YES,NO,收入连续、利润未连续,两期收入同比均增长，但归母利润未形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
景嘉微,300474,无人机产业链_重点研究,2025年报,2026-04-24,720064627.80,54.4069,-164622652.17,0.3009,NO,2026一季报,2026-04-24,84144537.75,-17.8743,-56087304.04,-2.2554,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
久之洋,300516,反无人机产业链_重点研究；无人机产业链_重点研究；防空反导产业链_重点研究；雷达产业链_重点研究,2025年报,2026-03-27,683758496.67,27.9632,24161302.06,-21.9983,YES,2026一季报,2026-04-24,48109387.64,-28.3495,-15123902.00,-156.0134,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
科思科技,688788,反无人机产业链_重点研究；数据链与战场通信_重点研究；防空反导产业链_重点研究,2025年报,2026-04-10,285200892.15,21.1662,-291136209.26,-8.5626,NO,2026一季报,2026-04-25,28432134.78,36.9566,-72588160.01,-24.3959,NO,YES,NO,收入连续、利润未连续,两期收入同比均增长，但归母利润未形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
雷电微力,301050,导弹产业链_重点研究；防空反导产业链_重点研究；雷达产业链_重点研究,2025年报,2026-04-24,740496305.72,-37.2325,164343494.56,-52.0410,YES,2026一季报,2026-04-24,64265670.06,-72.7399,-54496561.98,-179.1302,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
雷科防务,002413,反无人机产业链_重点研究；电子对抗产业链_重点研究；防空反导产业链_重点研究；雷达产业链_重点研究,2025年报,2026-04-18,1456695180.57,17.2506,-86770943.85,78.0901,NO,2026中报,2026-08-01,561373936.60,3.6220,-18120351.81,56.5168,NO,YES,NO,收入连续、利润未连续,两期收入同比均增长，但归母利润未形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
理工导航,688282,导弹产业链_重点研究；导航抗干扰产业链_重点研究；无人机产业链_重点研究；精确制导产业链_重点研究,2025年报,2026-03-31,301035552.80,76.1713,-9233096.15,-103.7374,NO,2026一季报,2026-04-30,9401388.98,116.7461,-13909761.27,-32.2728,NO,YES,NO,收入连续、利润未连续,两期收入同比均增长，但归母利润未形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
盟升电子,688311,卫星通信产业链_重点研究；数据链与战场通信_重点研究；无人机产业链_重点研究；电子对抗产业链_重点研究,2025年报,2026-04-22,525096979.82,276.7841,-16380756.50,93.9698,NO,2026一季报,2026-04-28,11902094.83,-43.6268,-15281220.77,-1.6326,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
纳睿雷达,688522,雷达产业链_重点研究,2025年报,2026-04-18,460892766.97,33.4855,109478061.94,42.8977,YES,2026一季报,2026-04-18,98916574.19,69.9878,26415456.47,21.9236,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
七一二,603712,数据链与战场通信_重点研究；无人机产业链_重点研究,2025年报,2026-04-23,2147981504.14,-0.2708,-492117327.29,-97.7820,NO,2026一季报,2026-04-30,245937659.02,13.7901,-65205269.14,-20.7065,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
瑞芯微,603893,无人机产业链_重点研究,2025年报,2026-04-15,4402090888.24,40.3562,1039952125.00,74.8224,YES,2026一季报,2026-04-22,1205453647.35,36.2152,329194658.46,57.1489,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
睿创微纳,688002,反无人机产业链_重点研究；导弹产业链_重点研究；无人机产业链_重点研究；精确制导产业链_重点研究；防空反导产业链_重点研究；雷达产业链_重点研究,2025年报,2026-04-10,6304144284.93,46.0748,1124625217.01,97.6631,YES,2026一季报,2026-04-28,1944857599.91,71.1241,478742205.72,228.3127,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
上海瀚讯,300762,反无人机产业链_重点研究；数据链与战场通信_重点研究；无人机产业链_重点研究,2025年报,2026-04-28,502545795.71,42.2329,-121929918.62,1.5799,NO,2026一季报,2026-04-28,43605132.33,-65.2644,-44215743.86,-434.1572,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
盛路通信,002446,卫星通信产业链_重点研究；反无人机产业链_重点研究；数据链与战场通信_重点研究；电子对抗产业链_重点研究,2025年报,2026-04-28,1206396949.46,11.5105,69629354.68,109.2908,YES,2026一季报,2026-04-28,269608212.09,-3.3626,25008668.86,-0.2732,YES,NO,NO,2025增长、2026未延续,2025全年同时增长且盈利，2026最新正式期未同时延续,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
四川九洲,000801,雷达产业链_重点研究,2025年报,2026-04-01,4111645493.71,-1.5999,179150887.54,-7.8553,YES,2026一季报,2026-04-28,1007158390.70,23.8738,14819319.85,-32.1974,YES,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
四创电子,600990,反无人机产业链_重点研究；防空反导产业链_重点研究；雷达产业链_重点研究,2025年报,2026-04-23,1745388686.05,8.8727,-288060514.24,-17.1537,NO,2026一季报,2026-04-29,170228804.22,-41.8644,-57329040.81,-171.3183,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
天奥电子,002935,导航抗干扰产业链_重点研究；精确制导产业链_重点研究,2025年报,2026-04-25,980252084.99,1.6471,64811822.31,0.9573,YES,2026一季报,2026-04-25,100089387.17,9.2918,-5117273.78,20.2580,NO,YES,NO,2025增长、2026未延续,2025全年同时增长且盈利，2026最新正式期未同时延续,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
天箭科技,002977,雷达产业链_重点研究,2025年报,2026-04-23,-171421984.20,-225.5412,-225732641.86,-1507.6013,NO,2026一季报,2026-04-23,13756637.18,-73.8588,3898197.59,-76.5550,YES,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
新光光电,688011,导弹产业链_重点研究；无人机产业链_重点研究；精确制导产业链_重点研究；防空反导产业链_重点研究,2025年报,2026-04-24,115954259.77,-32.5612,-37663252.47,44.5789,NO,2026一季报,2026-04-24,36217040.71,358.1749,-15405016.36,-28.4634,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
新余国科,300722,导弹产业链_重点研究；常规弹药产业链_重点研究；无人机产业链_重点研究,2025年报,2026-04-07,447148438.38,0.4644,82482957.62,4.1679,YES,2026一季报,2026-04-24,54205245.63,1.1940,3536449.93,-13.3142,YES,YES,NO,2025增长、2026未延续,2025全年同时增长且盈利，2026最新正式期未同时延续,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
星网宇达,002829,卫星通信产业链_重点研究；反无人机产业链_重点研究；导弹产业链_重点研究；导航抗干扰产业链_重点研究；数据链与战场通信_重点研究；无人机产业链_重点研究；电子对抗产业链_重点研究；精确制导产业链_重点研究,2025年报,2026-04-24,377903999.55,-10.6406,-109246169.74,52.0866,NO,2026一季报,2026-04-28,53303360.44,-39.3224,-26534158.41,-125.8559,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
长城军工,601606,导弹产业链_重点研究；常规弹药产业链_重点研究；无人机产业链_重点研究,2025年报,2026-04-25,1564260131.57,9.3730,8346212.43,102.2975,YES,2026一季报,2026-04-25,157628922.24,6.5564,-55673796.41,-2.6180,NO,YES,NO,2025增长、2026未延续,2025全年同时增长且盈利，2026最新正式期未同时延续,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
振芯科技,300101,导航抗干扰产业链_重点研究；无人机产业链_重点研究；精确制导产业链_重点研究,2025年报,2026-04-28,955098491.12,19.8236,28306788.87,-29.2332,YES,2026一季报,2026-04-29,123986458.07,-26.6178,-4078610.26,-147.7245,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
中兵红箭,000519,导弹产业链_重点研究；常规弹药产业链_重点研究,2025年报,2026-04-24,9273941700.67,102.9674,41696043.16,112.7384,YES,2026一季报,2026-04-28,1742705138.30,181.2645,54630031.74,142.3617,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
中国卫通,601698,卫星通信产业链_重点研究；无人机产业链_重点研究,2025年报,2026-04-01,2644781668.57,4.0792,441236300.09,-2.9168,YES,2026一季报,2026-04-30,542414493.94,0.7069,26841456.09,-61.8968,YES,YES,NO,收入连续、利润未连续,两期收入同比均增长，但归母利润未形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
中国卫星,600118,卫星通信产业链_重点研究；无人机产业链_重点研究,2025年报,2026-03-31,6102944926.00,18.3546,35556687.85,27.3794,YES,2026一季报,2026-04-22,609139977.76,37.8932,-42690237.93,-77.0680,NO,YES,NO,2025增长、2026未延续,2025全年同时增长且盈利，2026最新正式期未同时延续,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
中航光电,002179,无人机产业链_重点研究；防空反导产业链_重点研究,2025年报,2026-03-28,21386059440.13,3.3866,2161521950.25,-35.5595,YES,2026一季报,2026-04-25,4872243931.14,0.6939,398291444.04,-37.7542,YES,YES,NO,收入连续、利润未连续,两期收入同比均增长，但归母利润未形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
中简科技,300777,导弹产业链_重点研究；无人机产业链_重点研究,2025年报,2026-04-15,846092620.66,4.1383,314642566.35,-11.6502,YES,2026一季报,2026-04-23,108547445.05,-54.5966,19081079.80,-83.1631,YES,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
中科创达,300496,无人机产业链_重点研究,2025年报,2026-04-22,7778043920.32,44.4488,450138377.52,10.4750,YES,2026一季报,2026-04-27,1748552102.91,19.0423,102383161.68,10.5974,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
中科星图,688568,卫星通信产业链_重点研究,2025年报,2026-04-15,2676739995.66,-17.8266,29400129.24,-91.6405,YES,2026一季报,2026-04-25,202682748.14,-59.8118,-148823598.14,-816.3054,NO,NO,NO,尚未连续向好,收入与归母利润尚未同时形成两期正增长且持续盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
中天科技,600522,无人机产业链_重点研究,2025年报,2026-04-25,52499857493.34,9.2369,2902294275.49,2.2519,YES,2026一季报,2026-04-25,13142208087.22,34.7112,918953763.69,46.4204,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
中无人机,688297,无人机产业链_重点研究,2025年报,2026-03-17,3015851378.01,340.1146,88574871.16,264.2829,YES,2026一季报,2026-04-18,574284022.39,143.5946,16864497.49,0.1149,YES,YES,YES,连续向好,2025全年收入、归母利润均增长且盈利，2026最新正式期继续同向增长并盈利,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
宗申动力,001696,无人机产业链_重点研究,2025年报,2026-04-23,12395575413.66,17.9805,665514760.18,44.2529,YES,2026一季报,2026-04-25,3068382824.33,-5.3716,171656110.72,-24.1610,YES,NO,NO,2025增长、2026未延续,2025全年同时增长且盈利，2026最新正式期未同时延续,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY
纵横股份,688070,无人机产业链_重点研究,2025年报,2026-04-01,620924542.23,30.9408,10680006.56,129.8393,YES,2026一季报,2026-04-30,52094118.27,34.3422,-18361509.78,34.2617,NO,YES,NO,2025增长、2026未延续,2025全年同时增长且盈利，2026最新正式期未同时延续,COMPANY_WIDE_CONTINUITY_IS_ONLY_A_FINANCIAL_FILTER_NOT_PROOF_OF_CONFLICT_ORDER_CAUSALITY