同花顺数据显示，农业银行A股流通市值升至2.11万亿元，已超越工商银行的2.09万亿元，排在A股第1位。 今天，军工和人形机器人板块是市场焦点。 军工板块全天持续走强。国瑞科技、捷强装备、北方长龙（301357）"20CM"涨停，长城军工再次涨停，北方长龙和长城军工股价均创历史新高。 人形机器人板块大涨。华密新材"30CM"涨停，豪森智能、海昌新材"20CM"涨停，中大力德等涨停。 农业银行（601288）收盘上涨1.22%，报6.62元/股，股价再创历史新高。 煤炭板块震荡上涨 煤炭板块午后震荡上涨，晋控煤业涨超6%，山煤国际、陕西煤业跟涨。 | 农业银行 | 2.11万亿 2.32万亿 28.84亿 | | --- | --- | | 601288 融 | | | 工商银行 | 2.09万亿 2.77万亿 23.01亿 | | 601398 融 | | | 贵州茅台 | 1.79万亿 1.79万亿 33.72亿 | | 600519 園 | | | 中国石油 | 1.40万亿 1.58万亿 8.12亿 | | 601857 融 | | | 中国银行 | 1.19万亿 1.82万亿 13.71亿 | | 6 ...

中国船舶（600150.SH）吸收合并中国重工（601989.SH）的千亿级重组，再迎关键性新进展。 8月4日晚间，中国船舶、中国重工双双披露中国船舶换股吸收合并中国重工事项异议股东收购请求权实 施公告。其中，中国船舶成功申报收购请求权的异议股东将以30.02元/股的行权价格获得现金对价，中 国重工成功申报现金选择权的异议股东将以4.03元/股的行权价格获得现金对价。异议股东行权实施股 权登记日均为8月12日。 中国船舶股票将自8月13日开市起连续停牌，并将于刊登异议股东收购请求权申报结果公告当日复牌。 中国重工股票将自8月13日开市起连续停牌，直至终止上市，不再复牌。 国企改革专家周丽莎在接受《华夏时报》记者采访时表示，通过整合，两家公司能够集中优势资源，提 升在船舶总装领域的核心竞争力。中国船舶和中国重工在船舶总装领域存在业务重合，重组有助于解决 同业竞争问题，避免内部无序竞争，提高整体运营效率。重组后，存续公司将通过市场化手段深化改 革，改善治理结构和治理能力，实现产业经营与资本运营的融合发展，从而提升上市公司的经营效率。 8月6日，船舶板块走强。Wind数据显示，截至记者发稿，中国船舶涨超9%，中国重 ...

New Stock Listings - Hansang Technology (301491) listed at an issue price of 28.91 on August 6, 2025[1] - China Heavy Industry (601989) cash option declaration period from August 13, 2025[1] - China Shipbuilding (600150) buyback request period from August 13 to August 15, 2025[1] Offer and Acquisition Periods - Shenkou Co. (002633) offer period from July 29 to August 27, 2025[1] - ST Kelly (300326) offer period from July 17 to August 15, 2025[1] - Happiness Blue Ocean (300528) announcement on severe abnormal fluctuations[1] Abnormal Fluctuations - Tibet Tourism (600749) reported severe abnormal fluctuations on July 31, 2025[1] - Longyang Electronics (301389) announcement on August 4, 2025[1] - ST Suwu (600200) announcement on August 6, 2025[1] Additional Announcements - ST Dongjing (002199) announcement on August 6, 2025[1] - ST Yashan (000691) announcement on August 5, 2025[1] - ST Huamei (600360) announcement on July 31, 2025[1]

盘面上，军工板块全天强势，内蒙一机、捷强装备及中国船舶等涨停；PEEK材料、机器人板块继续活 跃，中欣氟材、新瀚新材等多股涨停；橡胶制品、液冷概念、培育钻石等涨幅居前。另外，医药板块全 线走低，肝炎概念、中药、CRO及创新药等方向领跌；西藏板块下挫，西藏天路、西藏旅游双双跌 停。 具体来看： PEEK材料全线走强，华密新材领涨，新瀚新材、凯盛新材20cm涨停，南京聚隆、明阳科技涨超15%， 中欣氟材10cm涨停，中研股份涨超9%。 8月6日，A股三大指数今日继续上涨，均录得日线3连涨。截至收盘，沪指涨0.45%，深证成指涨 0.64%，创业板指涨0.66%。全天成交1.76万亿元，较前一交易日增量1434亿元；超3300股上涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3633.99 | +16.39 | +0.45% | | 399001 | 深证成指 | 11177.78 | +70.82 | +0.64% | | 399006 | 创业板指 | 2358.95 | +15.57 | +0.6 ...

Group 1 - A-shares experienced significant activity on August 6, with 77 stocks hitting the daily limit up and 3 stocks hitting the limit down [1] - The China Shipbuilding sector was notably active, with China Shipbuilding and China Heavy Industry reaching the limit up [1] - The PEEK materials sector showed strength, with Zhongxin Fluorine Materials and Xinhan New Materials achieving consecutive limit up days, while Kaisheng New Materials and Huami New Materials also hit the limit up [1] - The Intelligent Robotics sector saw gains, with Haosen Intelligent reaching the limit up [1] Group 2 - Continuous limit up stocks included Zhongma Transmission with 5 limit up days in 6 trading sessions, Beijia Clean with 5 consecutive limit up days, and Honghe Technology with 4 limit up days in 8 sessions [1] - Other notable continuous limit up stocks included Changcheng Military Industry with 4 limit up days in 5 sessions, and several stocks like *ST Yushun and *ST Dongjing achieving 4 consecutive limit up days [1] - Stocks such as Guoji Precision Engineering and Furi Electronics also recorded 3 consecutive limit up days [1] Group 3 - Stocks that hit the limit down included *ST Yatai, Xining Special Steel, and Tibet Tianlu [2]

市场全天震荡走高，三大指数小幅上涨。截至收盘，沪指涨0.45%，深成指涨0.64%，创业板指涨 0.66%。 沪深两市全天成交额1.73万亿，较上个交易日放量1380亿。 盘面上，市场热点较为杂乱，个股涨多跌少，全市场超3300只个股上涨，近百股涨超9%。 从板块来看，PEEK材料概念股集体爆发，中欣氟材2连板。 军工股再度大涨，长城军工5天4板。 机器人概念股震荡走强，中大力德等多股涨停。 下跌方面，医药股展开调整，翰宇药业等多股跌超5%。 沪深两市成交额合计1.73万亿元，较上一交易日放量约1379.87亿元。其中，沪市成交额7072.21亿元， 深市成交额1.03万亿元。 中国船舶成交额居首，为84.57亿元。其后是胜宏科技、山河智能、北方稀土、新易盛，成交额分别为 68.38亿元、65.01亿元、57.89亿元、57.25亿元。 | 序号 | (488) | 名称 | 现价 | 涨跌 | 新筑候 | 提幅 | 看演 | 最低 | 量比 | 换手率 | 成交量 | 成交疑 ▼ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

8月6日，沪深两市成交额合计1.73万亿元，较上一交易日放量约1379.87亿元。其中，沪市成交额 7072.21亿元，深市成交额1.03万亿元。中国船舶成交额居首，为84.57亿元。其后是胜宏科技、山河智 能、北方稀土、新易盛，成交额分别为68.38亿元、65.01亿元、57.89亿元、57.25亿元。 ...

Core Viewpoint - The military industry stocks have experienced a significant surge, driven by strong orders and production acceleration, with expectations for continued high performance in the second half of the year [1][6][7]. Group 1: Market Performance - On August 6, A-share indices rose, with military concept stocks seeing a notable increase; the aircraft carrier index rose nearly 4%, and the military information index increased over 3% [1]. - Major military stocks such as China Shipbuilding and China Shipbuilding Heavy Industry reached their daily limit, with over 20 stocks rising by more than 10% [1][2]. - The trading volume for China Shipbuilding exceeded 8.4 billion yuan, while China Shipbuilding Heavy Industry's trading volume surpassed 4.8 billion yuan [3]. Group 2: Company Developments - China Shipbuilding announced a significant asset restructuring project, with plans for a merger with China Shipbuilding Heavy Industry, leading to a temporary suspension of trading starting August 13 [4]. - The second domestically built large cruise ship, "Aida Huacheng," has entered the equipment debugging phase, with over 80% of the project completed and scheduled for delivery in 2026 [5]. Group 3: Industry Outlook - The military industry is entering an upward cycle, with strong demand for production and delivery, and the upcoming "9·3" military parade expected to catalyze further interest in military stocks [6][7]. - The "14th Five-Year Plan" is anticipated to open new growth opportunities for the military sector, with a focus on new combat capabilities and military trade [7]. - Analysts predict that the military industry will see a recovery in fundamentals and sentiment, with expectations for improved performance in the second half of the year compared to the first half [7].

Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.45%, the Shenzhen Component Index up by 0.64%, and the ChiNext Index up by 0.66% [1] - The Northbound 50 Index increased by 1.58%, and the total trading volume in the Shanghai and Shenzhen markets reached 1.7591 trillion yuan, an increase of 143.3 billion yuan compared to the previous day [1] - Over 3,300 stocks in the two markets experienced gains [1] Sector Performance - The PEEK materials, military equipment, and humanoid robot sectors saw significant gains [1] - PEEK materials showed strong performance, with companies like Zhongxin Fluorine Materials (002915) hitting the daily limit, and others such as Kaisheng New Materials (301069) and Xinhang New Materials (301076) also reaching the daily limit [1] - The military equipment sector continued to strengthen, with companies like Guorui Technology (300600) and Jiekang Equipment (300875) hitting the daily limit [1] - The humanoid robot sector also performed well, with Huami New Materials reaching the daily limit and several other companies like Haichang New Materials (300885) also hitting the daily limit [1] - Conversely, the pharmaceutical sector experienced a collective adjustment, with Qizheng Tibetan Medicine (002287) dropping over 9% and Guilin Sanjin (002275) declining nearly 7% [1]

Group 1 - The market continues to strengthen in the afternoon, with over 3,200 stocks in the green, and the CSI A500 index rising by 0.4% [1] - Notable stocks such as Tongling Nonferrous Metals, China Shipbuilding Industry Corporation, and China Heavy Industry have reached the daily limit, while robotics stocks surged over 14% [1] - The A500 ETF managed by E Fund (159361) saw a trading volume exceeding 2 billion yuan, with net subscriptions surpassing 550 million units [1] Group 2 - In the first half of the year, investment in consumer goods manufacturing and equipment manufacturing, closely related to "two new" policies, has achieved rapid growth [1] - Since the implementation of the old-for-new policy, related product sales have exceeded 3 trillion yuan, benefiting over 430 million people [1] - The National Development and Reform Commission plans to allocate the fourth batch of 69 billion yuan in "national subsidies" in October, completing the annual target of 300 billion yuan [1] Group 3 - The release of consumer potential is expected to help expand domestic demand and promote economic development, with core assets likely to benefit [1] - The CSI A500 index consists of 500 stocks with large market capitalization and good liquidity, covering 91 out of 93 sub-industries, ensuring balanced industry distribution and inclusion of many leading companies in emerging industries [1] - The management fee rate for the A500 ETF by E Fund (159361) is only 0.15% per year, which helps investors to cost-effectively allocate to core assets [1]