Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a decline of 3.20%, ranking among the top declines in the concept sector, with companies like Changcheng Military Industry, Hunan Tianyan, and Huqiang Technology experiencing significant drops [1][2]. - The military equipment restructuring concept sector experienced a net outflow of 429 million yuan in capital today, with seven stocks seeing net outflows exceeding 10 million yuan [2]. - The stock with the highest net outflow is Changcheng Military Industry, which saw a net outflow of 147 million yuan, followed by Hunan Tianyan and Zhongguang Optical with net outflows of 111 million yuan and 49.57 million yuan, respectively [2]. Group 2 - The top decliners in the military equipment restructuring concept include Changcheng Military Industry with a decline of 6.23%, Hunan Tianyan with a decline of 5.57%, and Huqiang Technology with a decline of 4.34% [2]. - The trading turnover rate for Changcheng Military Industry was 11.07%, while Hunan Tianyan had a turnover rate of 19.94% [2]. - Other companies in the outflow list include Chang'an Automobile, which saw a slight decline of 0.16% with a net outflow of 46.81 million yuan, and Construction Industry with a decline of 2.04% and a net outflow of 25.62 million yuan [2].

Domestic News - The Ministry of Industry and Information Technology (MIIT) has opened an online feedback window for small and medium-sized enterprises regarding the payment cycle commitments of key automotive companies, addressing issues such as payment delays beyond the agreed 60 days and unreasonable payment terms [3] - MIIT is soliciting opinions on the safety requirements for fuel cell electric vehicles as part of the revision of national standards, including four mandatory national standards [4][5] - Zeekr has launched a luxury hybrid architecture called Haohan-S, featuring a 900V high-voltage system and a 70-degree 6C hybrid battery with a pure electric range of 380 kilometers [6] - BYD has achieved L4-level intelligent parking capabilities and is providing full liability coverage for accidents caused by its "Heavenly Eye" intelligent driving assistance system during parking [7] - Avita Technology has signed a general agency agreement with Egypt's Kasrawy Group, marking its entry into the African market, with plans to expand into Europe by 2026 [8] - Chery Automobile plans to launch two new SUV models in the UK, optimizing them for the local market [9] - Honeycomb Energy has been designated for the smart battery project, supplying lithium iron phosphate short-blade batteries to both domestic and international markets [11] - NIO has completed its plan for 1,000 highway battery swap stations, connecting 550 cities across China [12] International News - The European Union is investing €852 million (approximately 7.16 billion yuan) to promote the development of electric vehicle batteries, as part of a broader initiative to transition to a competitive and resilient industrial base [13] - Pakistan aims to achieve a 30% penetration rate for electric vehicles in total car sales by 2030, as outlined in its National Electric Vehicle Policy [14] - Stellantis has launched a battery swap service for its Fiat 500 fleet in Madrid, in collaboration with Ample, providing a quick alternative to charging [15] - Waymo has introduced a new service allowing teenagers aged 14 to 17 to ride in its autonomous taxis, starting in Phoenix [16] Commercial Vehicles - Four departments in China are promoting the construction of high-power charging facilities for public transport, logistics, and heavy-duty freight [18] - Major online freight platforms have signed a self-regulatory convention to protect the rights of truck drivers, focusing on issues like timely payment and fair pricing [19] - Chongqing is drafting policies to support the development of intelligent connected new energy commercial vehicles, offering financial incentives up to 20 million yuan for compliant companies [20][21] - Qingling Motors has launched the Lingkun electric truck in Qingdao, targeting urban delivery needs [22]

| 新股发行及今日交易提示 | 2025/7/7 | 星期一 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/7/7 | 新股发行 | | | | | | | | | 证券代码 | 证券简称 | 发行价格 | | | | | | | | 730930 | 华电新能 | 3.18 | 2025/7/7 | 内地市场权益提示 | | | | | | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=600566&announcementId=122408 | 600566 | 济川药业 | 要约申报期：2025年6月18日至2025年7月17日 | | 3581&orgId=gssh0600566&announcementTime=2025 | -07-05 | 要约收购 | http://www.cninfo.com.cn/new/disclosure/detail?sto ...

湖南天雁(600698)今日涨停，全天换手率23.95%，成交额20.20亿元，振幅18.64%。龙虎榜数据显示， 沪股通净买入3905.91万元，营业部席位合计净买入1202.46万元。 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 沪股通专用 | 7197.90 | | | 买二 | 东方财富证券股份有限公司拉萨团结路第一证券营业 | 5945.89 | | | 部 | | | | | 买三 | 国泰海通证券股份有限公司郑州黄河路证券营业部 | 4027.87 | | | 买四 | 国盛证券有限责任公司宁波天童南路证券营业部 | 4014.73 | | | 买五 | 华鑫证券有限责任公司杭州分公司 | 3830.51 | | | 卖一 | 东方财富证券股份有限公司拉萨团结路第一证券营业 | | 9773.74 | | 部 | | | | | 卖二 | 沪股通专用 | | 3291.99 | | 卖三 | 中信证券股份有限公司上海分公司 | | 2777.27 | | 卖四 | 中国国际金融股份有限公司上海 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600698 | 湖南天雁 | -3.94 | 24.89 | -26220.40 | | 601606 | 长城军工 | 3.04 | 17.18 | -15487.21 | | 688151 | 华强科技 | -4.17 | 3.86 | -5228.94 | | 002189 | 中光学 | -4.39 | 15.34 | -5005.70 | | 600178 | 东安动力 | -0.62 | 10.94 | -2822.71 | | 002265 | 建设工业 | -0.44 | 9.96 | -775.76 | | 000625 | 长安汽车 | 0.08 | 0.46 | 185.85 | 截至7月3日收盘，兵装重组概念下跌1.49%，位居概念板块跌幅榜前列，板块内，中光学、华强科技、 湖南天雁等跌幅居前，股价上涨的有2只，涨幅居前的有长城军工、长安汽车等，分别上涨3.04%、 0.08%。 （文章来源：证券时报网） 今日涨跌幅居前的概 ...

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

本文字数：707，阅读时长大约2分钟 7月3日，A股三大指数早盘集体上涨。截至午间收盘，上证指数报3457.36点，涨0.07%，深成指 报10490.5点，涨0.75%，创业板指报2152.54点，涨1.36%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3457.36 | 10490.50 | 1437.87 | | +2.56 +0.07% +77.87 +0.75% -1.28 -0.09% | | | | 科创50 | 创业板指 | 万得全A | | 983.50 | 2152.54 | 5324.13 | | +0.86 +0.09% +28.82 +1.36% +16.36 +0.31% | | | 盘面上热点较为杂乱，个股上涨和下跌家数基本相当。 从板块来看，重组蛋白、创新药、CRO板块涨幅居前，超导、BC电池、培育钻石板块走弱。 2025.07. 02 主力资金早间净流入电子、医药生物、通信等板块，净流出有色金属、基础化工、银行等板块。 具体到个股来看，工业富联、宁德时代、立讯精密获净流入14.98亿元、9.72亿元、7.82亿元。 净流出方面 ...

证券代码：600698（A 股） 900946（B 股） 公告编号：临 2025-028 证券简称：湖南天雁（A 股） 天雁 B 股（B 股） 湖南天雁机械股份有限公司 关于股票价格异常波动的公告 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： 湖南天雁机械股份有限公司（以下简称"湖南天雁"或"公司"） A 股股票 2025 年 6 月 30 日、2025 年 7 月 1 日、2025 年 7 月 2 日连 续三个交易日内涨幅偏离值累计超过 20%，根据《上海证券交易所股 票交易规则》的相关规定，属于股票交易价格异常波动的情形。 经公司自查并向控股股东、实际控制人函证确认，截至本公告 披露日，公司及公司控股股东、实际控制人不存在应披露而未披露的 重大事项或重大信息。 二级市场交易风险。公司敬请广大投资者注意二级市场交易风 险，理性决策，审慎投资。 经营业绩风险公司。2025 年第一季度归属于上市公司股东的 扣除非经常性损益的净利润为-122.80 万元，敬请广大投资者注意投 资风险，理性决策。 公司股票换手率和 ...

湖南天雁：无应披露而未披露的重大事项 金十数据7月2日讯，湖南天雁公告，公司A股股票连续三个交易日内涨幅偏离值累计超过20%，属于股 票交易异常波动情形。经自查，公司生产经营活动正常，日常经营情况及外部环境未发生重大变化。公 司、公司控股股东及实际控制人不存在应披露而未披露的重大事项。公司提醒投资者注意二级市场交易 风险、经营业绩风险、股票换手率和振幅较高风险、股票市盈率偏高风险及其他风险。 ...

资金流入比率方面，湖南天雁、长城军工、华强科技等流入比率居前，主力资金净流入率分别为 20.22%、9.65%、5.45%。（数据宝） 兵装重组概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600698 | 湖南天 雁 | 10.04 | 18.40 | 27145.58 | 20.22 | | 601606 | 长城军 工 | 10.00 | 12.47 | 24732.48 | 9.65 | | 002189 | 中光学 | 10.00 | 19.70 | 8202.96 | 5.39 | | 688151 | 华强科 技 | 17.17 | 7.80 | 3899.15 | 5.45 | | 000625 | 长安汽 车 | 0.47 | 0.56 | 727.98 | 1.24 | | 600178 | 东安动 力 | 6.05 | 17.31 | 350.23 | 0.30 | | 00226 ...