" data-src="https://public.fxbaogao.com/report-image/2024/07/20/4408555-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/20/4408555-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
" data-src="https://public.fxbaogao.com/report-image/2024/07/22/4407542-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/22/4407542-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
" data-src="https://public.fxbaogao.com/report-image/2024/07/21/4406611-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/21/4406611-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
前道涂胶显影竞争力持续凸显，化学清洗、键合设备等新品打开空间
芯源微,688037
" data-src="https://public.fxbaogao.com/report-image/2024/07/19/4405879-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/19/4405879-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
" data-src="https://public.fxbaogao.com/report-image/2024/07/19/4405878-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/19/4405878-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
成本降速超预期，q2业绩大幅好转
温氏股份,300498
" data-src="https://public.fxbaogao.com/report-image/2024/07/19/4405806-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/19/4405806-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
财险稳定增长、寿险回暖迹象明显
中国人保,601319
" data-src="https://public.fxbaogao.com/report-image/2024/07/17/4405838-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/17/4405838-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
军技民用产业化典范，航天七院上市平台
航天智造,300446
" data-src="https://public.fxbaogao.com/report-image/2024/07/17/4405920-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/17/4405920-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
工业自动化仪表龙头，国产替代持续推进
川仪股份,603100
" data-src="https://public.fxbaogao.com/report-image/2024/07/17/4405840-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/17/4405840-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
q2业绩超预期，行业有望持续复苏
杰克股份,603337
" data-src="https://public.fxbaogao.com/report-image/2024/07/17/4405837-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" data-sizes="200px" data-error="fx-img-error-default;;;height: 180px;" data-srcset="https://public.fxbaogao.com/report-image/2024/07/17/4405837-1.png?x-oss-process=image/crop,x_0,y_0,w_1980,h_2800/resize,p_60" class="lazy"/>
h1业绩扭亏为盈，央企信创打开成长空间
普联软件,300996
