| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301357 | 北方长龙 | 114.78 | 20.00% | 13.91万 | | 14.81亿 | | 601606 | 长城军工 | 38.83 | 10.00% | 91.84万 | | 34.96亿 | | 600967 | 内蒙一机 | 21.60 | 7.46% | 140.17万 | | 29.72亿 | | 300922 | 天奏装备 | 30.68 | 5.76% | 13.25万 | | 4.01亿 | | 688543 | 国科室工 | 55.08 | 5.52% | 12.00万 | | 6.55亿 | | 300875 | 捷强装备 | 45.77 | 4.57% | 13.32万 | | 6.04亿 | | 000519 | 中兵红箭 | 21.57 | 3.16% | 69.24万 | | 14.86 乙 | | 002519 | 银河电子 | 5.07 | 2.84% | 38.74万 | | ...

Market Performance - The three major indices showed strength, with the Shanghai Composite Index rising by 0.66%, the Shenzhen Component Index increasing by 0.46%, the ChiNext Index up by 0.5%, and the STAR Market 50 Index gaining 1.22% [2][3] - Over 3,700 stocks in the two markets experienced an increase, with a total trading volume of approximately 1.50 trillion yuan [4] Military Industry - The military sector performed exceptionally well, with notable stock increases: North China Long Dragon (301357.SZ) up by 20%, Construction Industry (002265.SZ) up by 10%, and others like China Marine Defense (600764.SH) and North Navigation (600435.SH) also rising [5] - CITIC Securities indicated that the fundamentals of the military sector are beginning to recover, with catalysts expected to continue delivering results into the first half of 2025, suggesting a turning point in performance and ongoing investment value [5] Gold Sector - The gold sector rebounded as international gold prices strengthened, with stocks like Chifeng Jilong Gold Mining (600988.SH) and Shandong Gold (600547.SH) seeing significant gains [6][7] - The U.S. Labor Department reported that non-farm payrolls increased by only 73,000 in July, significantly below the market expectation of 110,000, leading to heightened expectations for interest rate cuts and supporting gold prices [7] Robotics and AI Sector - The humanoid robot concept gained traction, with stocks such as Wuzhou New Spring (603667.SH) rising by 10% and Changsheng Bearing (300718.SZ) increasing by 8.88% [8] - The World Artificial Intelligence Conference (WAIC) in 2025 will showcase over 150 humanoid robots, emphasizing the integration of AI with the real economy, which is expected to drive growth in this sector [8] - The State Council approved the "AI+" action plan, promoting the development of intelligent products, indicating a potential for explosive growth in companies deeply involved in AI technologies [8] Declining Sectors - Some sectors, including photovoltaic and film industries, saw declines, with stocks like Happiness Blue Ocean (300528.SZ) dropping over 11% and Shanghai Film (601595.SH) falling by 7.87% [9]

截至6月20日，北方导航股东户数8.5万，人均流通股1.78万股。 2025年1月-3月，北方导航实现营业收入3.52亿元，同比增长347.47%；归属净利润-1675.84万元，同比 增长66.32%。 8月4日，北方导航盘中上涨5.05%，截至09:48，报17.46元/股，成交5.76亿元，换手率2.25%，总市值 263.72亿元。 资料显示，北方导航控制技术股份有限公司位于北京市北京经济技术开发区科创十五街2号，公司的主 营业务是导航控制和弹药信息化技术，致力于在制导控制、导航控制、探测控制、环境控制、稳定控 制、卫星与地面通信、军用电连接器领域的高科技信息化产品研发和生产。公司拥有三家控股子公司， 分别从事军用通信系统及装备的研发、生产，军用电连接器的研发、生产，以及红箭系列产品的配合研 制、生产以及军品外协服务。 ...

截至8月1日收盘，国产航母概念下跌1.45%，位居概念板块跌幅榜前列，板块内，北方导航、国瑞科 技、光电股份等跌幅居前，股价上涨的有3只，涨幅居前的有博威合金、中国海防、南山控股等，分别 上涨1.18%、0.64%、0.35%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 动物疫苗 | 2.22 | 中船系 | -2.54 | | DRG/DIP | 1.87 | 兵装重组概念 | -1.90 | | BC电池 | 1.71 | 国产航母 | -1.45 | | 禽流感 | 1.62 | 民爆概念 | -1.19 | | ERP概念 | 1.61 | 可燃冰 | -1.14 | | 医疗废物处理 | 1.61 | 国家大基金持股 | -0.86 | | TOPCON电池 | 1.53 | 足球概念 | -0.78 | | 烟草 | 1.53 | 稀土永磁 | -0.73 | | 医药电商 | 1.51 | 中字头股票 | -0.73 | | MLOps概念 | 1.50 | 共封装光学(CPO) | -0 ...

Core Viewpoint - The defense and military sector is experiencing a decline, with the ETF (512810) dropping by 2% and ground equipment stocks leading the fall, indicating a potential buying opportunity as funds show strong interest in the sector despite the downturn [1][3]. Group 1: Market Performance - On August 1, the defense and military ETF (512810) saw a trading volume of nearly 92 million yuan, surpassing the previous day's total [1]. - The ETF has experienced a net subscription of nearly 100 million yuan over the past four trading days, reflecting investor confidence in the current allocation timing for the sector [1]. Group 2: Reasons for Adjustment - The recent three-day adjustment in the defense and military sector is attributed to several factors, including the Shanghai Composite Index falling below the critical support level of 3600 points, causing panic among investors [3]. - The sector had seen a continuous rise from May to July, with the ETF reaching its highest price since last year's peak, leading to profit-taking as market risk appetite decreased [3]. - The approach of the "August 1" date led to speculative investments based on anticipated policy or event catalysts, but the lack of significant positive developments resulted in profit-taking behavior [3]. Group 3: Future Outlook - According to Zhonghang Securities, the defense and military sector is currently in a state with significant upward potential and a solid bottom, suggesting that while there may be volatility in certain sub-sectors and stocks, the likelihood of a structural deep adjustment is relatively low [3]. Group 4: Investment Accessibility - The defense and military ETF underwent a share split in June, reducing the investment threshold by half, allowing investors to access core assets in the sector for less than 70 yuan [4].

Core Viewpoint - The defense and military industry sector is experiencing fluctuations, with the ETF (512810) showing signs of strong buying interest despite recent volatility [1][4]. Group 1: Market Performance - On August 1, the defense and military ETF (512810) initially dropped by 2% but later rebounded, currently down by 1.31% [1]. - The ETF has seen a continuous net subscription of 99.35 million yuan over the past four trading days, indicating strong buying momentum [1]. - The ETF is currently trading at a price of 0.678, with a trading volume of 759 [2]. Group 2: Sector Analysis - The defense and military sector is believed to be in a state with significant upward potential and limited downside risk, according to Zhonghang Securities [3]. - The sector is expected to benefit from several catalysts, including the military's "14th Five-Year Plan" entering a critical delivery phase, potential breakthroughs in military trade, and a rebound in net profits for some military stocks [5]. Group 3: Investment Opportunities - The ETF (512810) covers a wide range of themes, including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion [6]. - The investment threshold for the ETF has been halved due to a share split in June, making it more accessible for investors [7].

Group 1 - The A-share military industry stocks collectively declined, with notable drops including North Long Dragon down nearly 10% and Wanli Horse down 7% [1] - Other companies such as Great Wall Military Industry, North Navigation, Inner Mongolia First Machinery, and Guorui Technology fell over 6%, while several others dropped more than 5% [1] Group 2 - Specific stock performance data shows ST Emergency down 19.98%, North Long Dragon down 9.66%, and Wanli Horse down 7.04% [2] - The total market capitalization for North Long Dragon is 88.54 billion, while Great Wall Military Industry has a market cap of 235 billion and North Navigation at 253 billion [2] - Year-to-date performance indicates North Long Dragon has increased by 179.78%, while Wanli Horse has risen by 170.07% [2]

智通财经8月1日电，军工股开盘走弱，北方长龙跌近10%，北方导航、光电股份、建设工业、捷强装 备、内蒙一机等跌超5%。 军工板块走低 多股跌超5% ...

证券之星消息，7月31日地面兵装板块较上一交易日上涨3.1%，北方长龙领涨。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。地面兵装板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301357 | 北方长龙 | 102.95 | 17.22% | 15.74万 | | 14.82亿 | | 601606 | 长城军工 | 34.68 | 9.99% | 148.93万 | | 49.65 Z | | 600184 | 光电股份 | 20.95 | 6.56% | 50.88万 | | 10.60亿 | | 300875 | 捷强装备 | 46.01 | 5.05% | 14.82万 | | 6.67亿 | | 600967 | 内蒙一机 | 21.29 | 3.00% | 117.46万 | | 24.65 Z | | 600435 | 北方导航 | 17.88 | 2.82% | 147.27万 | | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 数据显示，截止7月29日，A股市场共有5817家上市公司。董秘作为连接投资者与上市公司的"桥梁"， 在上市公司资本运作中发挥着关键作用。据2024年年报显示，去年A股董秘薪酬合计达40.86亿元，平均 薪酬75.43万元。 薪酬增幅最高（不考虑2024年内新任董秘，下同）的董秘为奥普光电的沈娟，2024年度薪酬82.21万 元，较上年增长88.90%。公司经营业绩方面，奥普光电2024年的营收、净利润分别为7.45亿元、0.66亿 元，同比减少3.62%、23.33%。 国防军工行业上市公司董秘2024年平均薪酬65.01万元 分行业来看，2024年，国防军工行业上市公司董秘薪酬总额9231.27万元，平均薪酬88.72万元。 从董秘最高学历的角度来看，硕士占比54.23%，本科占比40.14%，博士占比2.82%，大专占比2.11%。 从董秘薪酬变动趋势的角度来看，2024年同比增长的上市公司占比48.59%，同比持平的上市公司占比 2.82%，同比下降的上市公司占比48.59%。 薪酬最高的董秘为振华科技的胡光文，2024年度薪酬152.31万元，较上一年 ...