国防军工行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600879 | 航天电子 | 2.50 | 10.51 | -58793.46 | | 300696 | 爱乐达 | 6.81 | 43.03 | -40798.53 | | 600967 | 内蒙一机 | -0.42 | 9.07 | -23051.71 | | 600760 | 中航沈飞 | -0.85 | 1.13 | -22875.00 | | 600435 | 北方导航 | -0.18 | 6.74 | -19634.13 | | 002651 | 利君股份 | 3.63 | 27.26 | -18790.51 | | 600150 | 中国船舶 | 2.85 | 2.15 | -12681.49 | | 300395 | 菲利华 | 0.72 | 3.88 | -11965.99 | | 300397 | 天和防务 | -1.40 | 12.97 | -9325.44 | | 300527 | ST应急 | -1 ...

金融界8月5日消息，上证指数高开高走，上证180高贝塔指数 (180高贝，000135)上涨0.8%，报5649.39 点，成交额745.44亿元。 数据统计显示，上证180高贝塔指数近一个月上涨5.15%，近三个月上涨12.59%，年至今上涨6.27%。 据了解，上证高、低贝塔指数系列分别以各自母指数为样本空间，根据证券过去一年的贝塔值进行由高 到低排名，选取排名靠前与靠后的证券作为各自样本，并以各自样本的贝塔值与其倒数进行加权，以表 征全市场不同贝塔属性的证券的整体走势。该指数以2002年06月28日为基日，以3299.06点为基点。 从指数持仓来看，上证180高贝塔指数十大权重分别为：国泰海通（27.34%）、中国重工（2.22%）、 中国船舶（2.09%）、通威股份（2.03%）、拓荆科技（1.94%）、恒瑞医药（1.89%）、中微公司 （1.88%）、大全能源（1.7%）、中国动力（1.67%）、金山办公（1.65%）。 从上证180高贝塔指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证180高贝塔指数持仓样本的行业来看，金融占比45.19%、工业占比22.48%、信息技术占比 1 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日航海装备板块主力资金净流出2.66亿元，游资资金净流入1.94亿元，散户资金 净流入7275.83万元。航海装备板块个股资金流向见下表： 证券之星消息，8月5日航海装备板块较上一交易日上涨1.39%，中国船舶领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。航海装备板块个股涨跌见下表： ...

Core Viewpoint - The long-awaited merger between China Shipbuilding Industry Corporation (CSIC) and China Shipbuilding Heavy Industry Corporation (CSHC) is nearing completion, with significant announcements made regarding shareholder rights and stock trading halts [1][3]. Group 1: Merger Details - CSIC announced a stock suspension starting August 13, 2025, to facilitate the implementation of dissenting shareholders' acquisition rights, with an estimated 18.54 million shares eligible for this process at a price of 30.02 CNY per share, representing a 13.39% premium over the closing price of 34.04 CNY on August 4, 2025 [1]. - CSHC similarly announced a stock suspension for the implementation of dissenting shareholders' cash options, with up to 323 million shares eligible at a price of 4.03 CNY per share, compared to a closing price of 4.68 CNY on August 4, 2025 [2]. Group 2: Historical Context - The merger process began in October 2019, when the State-owned Assets Supervision and Administration Commission approved the restructuring of CSIC and CSHC [3]. - In September 2024, CSIC announced plans to absorb CSHC through a share issuance to all CSHC shareholders [3]. Group 3: Company Performance - Both companies forecast a combined net profit of 4.3 billion to 4.9 billion CNY for the first half of 2025, reflecting a year-on-year growth of approximately 121% to 152% [4]. - CSIC expects a net profit of 2.8 billion to 3.1 billion CNY, a growth of 98.25% to 119.49%, while CSHC anticipates a net profit of 1.5 billion to 1.8 billion CNY, with a growth of 181.73% to 238.08% [4]. Group 4: Industry Impact - As of May 2025, CSIC held 322 civil ship orders totaling 24.61 million deadweight tons, with production capacity scheduled until 2029, indicating a recovery in demand and potential synergies from the merger [5]. - Post-merger, the combined entity is expected to hold approximately 15% of global ship orders, over 14% of global ship completions, and more than 16% of new orders, enhancing competitiveness and global influence in the shipbuilding industry [5].

8月4日晚，中国重工发布《关于中国船舶工业股份有限公司换股吸收合并中国船舶重工股份有限公司暨 关联交易事项异议股东现金选择权实施公告》，将通过网下申报的方式向中国重工异议股东实施其所持 异议股份的现金选择权。 为确保异议股东现金选择权的实施顺利进行，中国重工股票将自8月13日（即异议股东现金选择权申报 日）开市起连续停牌，直至终止上市，不再复牌。8月12日为中国重工A股股票最后一个交易日。 中国重工表示，可以申报行使现金选择权的异议股东持股数量为不超过3.23亿股。本次交易的异议股东 现金选择权的行权价格为4.03元/股。8月5日，中国重工股票收盘价为4.68元/股。 8月4日晚间，中国船舶（600150）工业股份有限公司（以下简称"中国船舶""公司"）发布关于公司换股 吸收合并中国船舶重工股份有限公司（以下简称"中国重工（601989）"）暨关联交易事项异议股东收购 请求权实施公告。 值得注意的是，本次交易完成后，合并后的中国船舶将成为全球第一大造船上市公司，将成为船舶总装 行业世界级旗舰企业，"中国神船"即将启航！ 公告称，中国船舶拟以向中国重工全体换股股东发行A股股票的方式换股吸收合并中国重工，中国船舶 ...

Market Overview - The Shanghai Composite Index closed at 3608.33 points, above the annual line, with an increase of 0.70% [1] - The total trading volume of A-shares reached 1,290.701 billion yuan [1] Stocks Breaking Annual Line - A total of 40 A-shares have surpassed the annual line today, with notable stocks including: - Datang Telecom (4.33% deviation) - Xinquan Co., Ltd. (3.26% deviation) - Galaxy Electronics (3.20% deviation) [1] - Stocks with smaller deviations that just crossed the annual line include: - Huatech (0.00% deviation) - Huaxing Yuanchuang (0.00% deviation) - Guizhou Gas (0.00% deviation) [1] Top Performers - Datang Telecom: Increased by 5.18% with a turnover rate of 4.64% [1] - Xinquan Co., Ltd.: Increased by 10.00% with a turnover rate of 2.69% [1] - Galaxy Electronics: Increased by 7.30% with a turnover rate of 20.12% [1] Additional Notable Stocks - Other stocks with significant performance include: - Huafu Fashion: 3.71% increase, 2.87% turnover [1] - Xingrui Technology: 5.72% increase, 3.77% turnover [1] - China Shipbuilding: 2.79% increase, 1.75% turnover [1]

Core Viewpoint - The second domestically built large cruise ship "Aida Huacheng" by China Shipbuilding Group has successfully generated power from its first main generator, marking a significant milestone in the ship's construction process as it enters the equipment debugging and system functionality verification phase [1] Company Summary - China Shipbuilding Group's Shanghai Waigaoqiao Shipbuilding has constructed the "Aida Huacheng" cruise ship, which is now in the equipment debugging and system functionality verification stage following the successful power generation from its main generator [1]

据介绍，"爱达·花城号"共配置了5台大功率发电机，基于安全返港的设计，分别独立布置于艏艉两个机 舱。单个发电机输出功率可达16.8兆瓦的主机，相当于一艘十万吨级左右货船的主机功率。 （文章来源：央视新闻） 记者从中船集团获悉，今天（8月5日），由中国船舶集团上海外高桥造船建造的第二艘国产大型邮 轮"爱达·花城号"首台主发电机正式发电，为全船相关设备提供动力，这也标志着这艘邮轮的建造进入 设备调试与系统功能验证阶段。 主发电机是邮轮的核心设备，就像是邮轮的"心脏"，它是船舶配电系统和推进系统的主电源。今天正式 发电，意味着与之相关的300多台设备达到了完工状态。 ...

Group 1 - China Shipbuilding plans to absorb and merge China Shipbuilding Industry Corporation through a share exchange, with trading suspension starting from August 13, 2025 [1] - China Shipbuilding was established in May 1998, focusing on shipbuilding (military and civilian), ship repair, marine engineering, and electromechanical equipment [1] Group 2 - SanChao New Materials intends to raise 250 million yuan through a private placement to Wuxi Boda He Yi Technology Co., with a share price of 20.04 yuan [2] - SanChao New Materials is undergoing a change in control, with Boda He Yi acquiring a total of 18.99 million shares, making it the controlling shareholder [2][3] Group 3 - Zhenyou Technology's actual controller plans to transfer 5% of the company's shares to Shenzhen Century Zhiyuan Private Equity Fund Management Co., at a price of 22.13 yuan per share, totaling 213 million yuan [4] - Zhenyou Technology was established in April 2005, focusing on the design, research, sales, and service of communication system equipment [4] Group 4 - Zhizheng Co. is set to undergo a major asset restructuring, with the Shanghai Stock Exchange scheduled to review the transaction on August 11, 2025 [5] - Zhizheng Co. was established in December 2004, specializing in high polymer materials for cables and semiconductor equipment [5] Group 5 - Shaoneng Co. reported a net profit of 95.90 million yuan for the first half of 2025, a year-on-year decrease of 42.43%, despite a revenue increase of 6.95% to 2.335 billion yuan [6] - Shaoneng Co. was established in June 1993, focusing on energy (electricity, heating, steam), ecological plant fiber products, and precision manufacturing [6] Group 6 - Lide New Energy reported a net profit of 8.95 million yuan for the first half of 2025, down 90.17%, with revenue of 496 million yuan, a decrease of 6.02% [7] - Lide New Energy was established in August 2013, focusing on investment, development, construction, and operation of wind and solar power projects [7] Group 7 - Zhongdian Environmental Protection achieved a net profit of 53.94 million yuan in the first half of 2025, a year-on-year increase of 2.87%, despite a revenue decline of 10.70% to 315 million yuan [8] - Zhongdian Environmental Protection was established in January 2001, specializing in the research, manufacturing, sales, and service of ecological environmental governance equipment [8] Group 8 - Qiaoyuan Co. has decided to terminate its intention to acquire the controlling stake in Deyang Hongchen Chemical Co. due to a lack of consensus among parties [10] - Qiaoyuan Co. was established in November 2001, focusing on the cleaning, collection, transportation, and treatment of municipal solid waste [10] Group 9 - ST Changfang plans to publicly transfer part of its assets, including the Ping Shan Changfang Industrial Park, with a starting price of 374 million yuan [12] - ST Changfang was established in May 2005, focusing on the research, design, production, and sales of LED off-grid lighting and other electronic products [12] Group 10 - He Xin Instruments reported a net loss of 17.46 million yuan for the first half of 2025, with revenue of 52.82 million yuan, down 48.88% [13] - He Xin Instruments was established in June 2004, focusing on the research, production, and sales of mass spectrometers and related technologies [13] Group 11 - Fengli Intelligent plans to raise no more than 730 million yuan through a private placement to specific investors, with funds allocated for various precision manufacturing projects [17] - Fengli Intelligent was established in April 1995, focusing on the research, production, and sales of small modulus gears and precision reducers [17] Group 12 - Tuo Jing Technology's employee stockholding platforms plan to transfer 6.99 million shares, accounting for 2.50% of the total share capital [21] - Tuo Jing Technology was established in April 2010, focusing on the research, production, and sales of high-end semiconductor thin film equipment [21] Group 13 - Tuo Jing Life plans to acquire 72.86% of Wuhan Kanglu Biological Technology Co. for 291 million yuan, with plans for further acquisitions in 2026 and 2027 [22] - Tuo Jing Life was established in November 2003, focusing on the research, production, and sales of in vitro diagnostic products [22]

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 002519 | 银河电 子 | 9.86 | 13.88 | 5.27 | 5.57 | 5.65 | | 603179 | 新泉股 份 | 10.00 | 2.52 | 44.74 | 46.20 | 3.26 | | 600198 | 大唐电 信 | 2.83 | 1.62 | 8.56 | 8.73 | 2.01 | | 600522 | 中天科 技 | 2.58 | 1.53 | 14.03 | 14.30 | 1.92 | | 002922 | 伊戈尔 | 1.88 | 3.34 | 17.04 | 17.31 | 1.58 | | 600150 | 中国船 舶 | 2.20 | 1.21 | 34.25 | 34.79 | 1.57 | | 002042 | 华孚时 尚 | 1.97 | 1.56 | 4.61 | 4.67 | 1. ...