从资金流向上来看，当日地面兵装板块主力资金净流出18.09亿元，游资资金净流入1.37亿元，散户资金 净流入16.72亿元。地面兵装板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600967 | 内蒙一机 | 25.55 | -7.29% | 243.51万 | 62.89 Z | | 000576 | 甘化科工 | 11.28 | -4.41% | 37.44万 | 4.20亿 | | 601606 | 长城军工 | 60.26 | -4.33% | 98.53万 | 58.85 Z | | 600435 | 北方导航 | 16.43 | -1.62% | 1 75.91万 | 12.38亿 | | 600184 | 光电股份 | 21.77 | -1.27% | 29.03万 | 6.35亿 | | 002519 | 银河电子 | 5.36 | -0.19% | 62.84万 | 3.35亿 | | 000519 | 中兵红箭 | 22.29 | 0.22% | ...

从长三角三省一市的紧密协同，到长江经济带11省市的携手奋进；从创新共同体的初步探索，到超 级"创共体"的全面崛起……科技创新始终是驱动高质量发展的"第一引擎"。 近日，长三角三省一市颁布《促进长三角科技创新协同发展的决定》，并于9月1日施行。这是全国首次 以科技创新协同发展为主题开展的区域立法，标志着长三角科技创新协同进入法治化新阶段。与此同 时，长江经济带的联动也在加速。 6月，在南京举行的"长三角—长江经济带科技创新圆桌会议"上，11省市科技部门签署了《长三角—长 江经济带联动科技（301369）创新引领新质生产力发展合作框架协议》，协同推进跨区域科技产业创 新，开展关键核心技术联合攻关、创新平台共建、科技成果跨区域转化等，为长江经济带发展注入动 力。 2023年，在推进长三角一体化发展座谈会上，习近平总书记强调："长三角区域要加强科技创新和产业 创新跨区域协同。大力推进科技创新，加强科技创新和产业创新深度融合，催生新产业（300832）新业 态新模式，拓展发展新空间，培育发展新动能，更好联动长江经济带、辐射全国。" 如今，面对人工智能、集成电路、生物医药等领域的机遇，长江经济带通过顶层设计和机制建设，合 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300922 | 天奏装备 | 27.99 | -11.23% | 17.57万 | | 5.18亿 | | 300875 | 捷强装备 | 55.29 | -9.26% | 17.82万 | | 10.12亿 | | 301357 | 北方长龙 | 147.10 | -8.65% | 8.72万 | | 13.04亿 | | 601606 | 长城军工 > | 62.99 | -7.12% | 133.01万 | | 85.85 亿 | | 000576 | 甘化科工 | 11.80 | -7.09% | 56.20万 | | 6.94亿 | | 600184 | 光电股份 | 22.05 | -6.80% | 37.15万 | | 8.38亿 | | 000519 | 中兵红箭 | 22.24 | -5.48% | 142.53万 | | 32.13亿 | | 300527 | ST应急 | 8.82 | -4.75% | 66 ...

内蒙一机触及涨停，长城军工此前封板，光电股份、中兵红箭、北方导航、天秦装备、甘化科工等跟 涨。 (本文来自第一财经) ...

【投资者问】贵公司作为国防军工行业，请问是否有军贸配套产品或者军贸产业链方面的相关运用？ 山河智能 [002097] ：公司型号装备主要交付部队使用，暂未开展军贸业务。目前，山河特装也在积极 开发适用于军贸业务的产品。 传闻纷飞，严谨求证， 掌握权威、真实的声音。 军工板块成为近日A股市场上的人气王，多只概念股集体飙涨。受"9·3阅兵"筹备消息刺激，叠加俄乌冲 突、伊以冲突等地缘政治风险持续发酵，资金加速涌入国防军工领域。值得注意的是，近期在青岛举行 的上海合作组织成员国国防部长会议，多国国防部长参观了中国海军052D型驱逐舰的公开报道，进一 步强化了市场对我国军工装备出口潜力的预期。 机构分析认为，此轮军工行情具备三重逻辑支撑：一是建军节临近与阅兵预期带来的短期事件驱动；二 是全球军费开支进入新一轮扩张周期，我国军工企业凭借高性价比装备有望扩大国际市场份额；三是国 企改革深化背景下，军工央企资产证券化率提升空间显著。 近期投资者对军工、军贸、军品登相关话题的询问逐渐增多。全景为您精选来自上市公司最真实的声 音。 （以下内容均摘自深交所互动易、上证 e 互动、上市公司公告等） 【投资者问】贵公司军工产品有出口 ...

Core Viewpoint - The announcement details the completion of a share reduction plan by certain directors and senior management of Hubei Wufang Optoelectronics Co., Ltd, confirming compliance with relevant regulations and the absence of any impact on company control or governance [2][5]. Group 1: Share Reduction Plan - The company disclosed a share reduction plan on July 11, 2025, allowing directors and senior management to reduce their holdings by a total of 42,441 shares, representing 0.0147% of the total share capital after excluding shares in the company's repurchase account [2][4]. - The share reduction was executed between August 1, 2025, and October 31, 2025, in accordance with the pre-announced plan [2][5]. Group 2: Compliance and Impact - The share reduction was conducted in strict adherence to various laws and regulations, including the Company Law and Securities Law of the People's Republic of China, ensuring that the actual reduction aligned with the previously disclosed plan [5]. - The directors and senior management involved in the reduction are not classified as controlling shareholders or actual controllers, indicating that the reduction will not lead to any change in company control or significantly affect its governance structure [5].

Summary of Military Industry Conference Call Industry Overview - The military industry in China has seen significant interest following military parades, with a notable 17% increase in the index after the announcement of the 2025 parade on June 24, 2025 [1][4] - The focus for the next five years will be on the development of new-generation traditional weapons and new combat forces, including unmanned intelligence, underwater operations, cyber-electronic warfare, and hypersonic technologies [1][4] Key Trends and Developments - The military industry is expected to enter a gradual upward development phase starting in 2025, influenced by significant events such as the India-Pakistan conflict and the 15th Five-Year Plan [2][19] - The military trade market is projected to have substantial growth potential during the 14th Five-Year Plan, with a focus on radar, aerospace, and military technology companies [3][14] Market Sentiment and Investment Opportunities - In Q2 2025, there was a rebound in holdings of military-focused public funds, indicating improved market confidence in the military sector [3][11] - Investment opportunities are concentrated in new-generation traditional equipment and guided weaponry, with specific companies highlighted such as Inner Mongolia First Machinery Group and Optics Valley [3][13] Historical Context and Valuation Changes - Historical military parades have consistently led to increased market activity, with significant trading volumes and price increases observed in the months leading up to these events [6][7] - The military industry's valuation has fluctuated over the years, peaking in 2015-2016 due to state-owned enterprise restructuring, followed by a decline until 2020, when demand expectations began to rise again [9][10] Future Projections - The military industry is expected to continue its upward trajectory from 2025 to 2027, with key events such as the 93rd military parade and the 15th Five-Year Plan serving as critical milestones [19][20] - New combat forces, including unmanned systems and hypersonic technologies, will be prioritized in future developments [20] Recommended Companies and Sectors - Companies to watch in the military trade sector include Radar, Nanhua, Guorui Technology, AVIC Shenyang Aircraft Corporation, and AVIC High-Tech [15][21] - In the new combat forces sector, companies involved in unmanned systems and underwater operations, such as Aerospace Electronics and Jintai Technology, are recommended for investment [16][17][18] Conclusion - The military industry is poised for growth, driven by technological advancements and strategic geopolitical events, making it a compelling area for investment in the coming years [2][19]

Market Performance - The ground weaponry sector increased by 0.5% on August 12, with Changcheng Military Industry leading the gains [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Individual Stock Performance - Changcheng Military Industry (601606) closed at 61.65, up 8.03% with a trading volume of 1.2976 million shares and a transaction value of 7.879 billion [1] - Inner Mongolia First Machinery (600967) closed at 26.24, up 2.42% with a trading volume of 1.9451 million shares [1] - ST Emergency (300527) closed at 9.28, down 0.43% with a trading volume of 380,600 shares [1] - Other notable stocks include Galaxy Electronics (002519) down 1.28%, Tianzao Equipment (300922) down 1.88%, and North Navigation (600435) down 3.76% [1] Capital Flow Analysis - The ground weaponry sector experienced a net outflow of 1.974 billion from institutional investors, while retail investors saw a net inflow of 1.397 billion [2] - The overall capital flow indicates that retail investors are more active in the sector compared to institutional investors [2] Detailed Capital Flow for Selected Stocks - Guokai Military Industry (688543) had a net inflow of 9.2684 million from institutional investors but a net outflow of 36.5690 million from retail investors [3] - Tianzao Equipment (300922) saw a net outflow of 9.5988 million from institutional investors and a net inflow of 19.1718 million from retail investors [3] - ST Emergency (300527) had a net outflow of 13.3337 million from institutional investors but a net inflow of 12.6258 million from retail investors [3]

证券代码：600184 股票简称：光电股份 编号：临2025-35 北方光电股份有限公司关于使用 暂时闲置的募集资金进行现金管理的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 投资种类：单位大额存单 ● 投资金额：人民币100,000万元 ● 已履行的审议程序：北方光电股份有限公司（以下简称"公司"）于2025年8月7日召开第七届董事会第 十七次会议、第七届监事会第十一次会议，审议通过《关于使用暂时闲置募集资金进行现金管理的议 案》，同意公司使用不超过10亿元（含10亿元）的暂时闲置募集资金进行现金管理，使用期限自董事会 审议通过之日起12个月内有效。该事项无需提交公司股东会审议，保荐人中信证券股份有限公司（以下 简称"保荐人""中信证券"）出具了无异议的核查意见。 ● 特别风险提示：尽管公司本次购买的大额存单产品为固定利率型的现金管理产品，但金融市场受宏观 经济的影响较大，不排除该项产品受到市场波动的影响。公司将及时跟踪现金管理产品的进展情况，一 旦发现或判断有不利因素，将及时采取相应的保全措 ...

北方光电股份有限公司关于使用 暂时闲置的募集资金进行现金管理的进展公告 证券代码：600184 股票简称：光电股份 编号：临 2025-35 一、本次开立募集资金现金管理产品专用结算账户的情况 为满足募集资金现金管理的需要，公司在招商银行襄阳分行营业部开立了募集资金现 金管理产品专用结算账户，具体如下： 账号名称 开户机构 账号 账户类型 北方光电股份有限公司 招商银行襄阳分行营业部 99900845247900018 大额存单账户 公司开立的募集资金现金管理产品专用结算账户不会存放非募集资金或者用作其他用 途，在现金管理产品到期且无下一步购买计划时，存放于该账户的现金管理本金及累积的 资金收益将及时返回公司募集资金专项账户。 二、本次现金管理概况 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 投资种类：单位大额存单 ? 投资金额：人民币 100,000 万元 ? 已履行的审议程序：北方光电股份有限公司（以下简称"公司"）于 2025 年 8 月 暂时闲置募集资金进行现金管理的议案》，同意公司使用不超过 ...