11月24日午后，国防军工板块继续发力，行业涨幅、主力净流入额均高居全行业（申万一级）断层首位！在全球冲突多发和地缘局势并不平静的背 景下，国防军工板块关注度持续飙升。 场内热门国防军工ETF（512810）午后上探2.6%触及半年线，实时成交超5500万元。成份股中船防务封死涨停板，中国海防、国科军工、航天彩虹 等维持强势。 东吴证券表示，展望2026年，作为"十五五"规划开局之年与建军百年奋斗目标冲刺前夜，国防军工行业将迎来需求刚性化、结构高端化与财务健康 化的关键转折。核心判断有五： 五是财务质量全面改善，现金流与盈利能力进入上行通道，估值逻辑从主题博弈转向基本面定价。 一是订单确定性显著增强，"十四五"尾单集中交付与"十五五"新规划启动形成双轮驱动； 【投国防军工，选"512八一0"】代码有"八一"的国防军工ETF（512810）同时是融资融券+互联互通标的，是一键投资国防军工核心资产的高效工 具，覆盖『商业航天 + 低空经济 + 可控核聚变 + 大飞机 + 深海科技 + 军用AI 』等诸多热门主题。 数据来源于沪深交易所、公开资料等。 风险提示：国防军工ETF被动跟踪中证军工指数，该指数基日为200 ...

11月24日，A股三大股指集体高开，沪指开盘报3848.66点，涨0.36%，深证成指涨0.53%，创业板指涨0.9%。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 中船系 | 水产 | 光模块(CPO) | 培育钻石 | 军工信息化 | 发电设备 | 航天军工 | 重型机械 | 通信设备 | 商业服务 | | 4.70% | 2.91% | 2.50% | 2.20% | 1.99% | 1.71% | 1.56% | 1.18% | 1.05% | 1.02% | | 光刻机 1.97% | 6G 1.95% | 光通信 1.86% | 商业航天 1.84% | 光芯片 1.83% | 摩托车 0.93% | 食品 0.80% | 制药 0.71% | 工程机械 0.62% | 餐饮旅游 0.59% | | 近期定增 -1.22% | 微软合作商 -1.31% | 西藏振兴 -1.35% | 磷化工 -1.67% | 华为鸿蒙 -1.7 ...

| 代码 名称 | 现价 | | 涨跌幅▼ | | | --- | --- | --- | --- | --- | | 688523 航天环宇 | 29.77 | 19.99% | 121亿 | 48.85% | | 002413 雷科防务 | 6.37 | 10.02% | 84亿 | 46.10% | | 603131 上海沪工 | 27.28 | 8.25% | 87亿 | 60.84% | | 300455 航天智装 | 24.34 | 5.83% | 175亿 | 87.95% | | 300395 菲利华 | 72.49 | 4.23% | 379亿 | 93.33% | | 920961 创远信科 | 23.98 | 4.03% | 34亿 | 62.16% | | 002977 天箭科技 | 36.19 | 3.99% | 43亿 | 33.61% | 个股方面，航天环宇20cm涨停，雷科防务（002413）10cm涨停，成电光信、中国海防（600764）、佳驰科技、智明达等跟涨。 大家好，新的一周开始了，基金君和你一起关注今天早盘的市场行情。 11月24日，A股三大股指集体高开，沪指开盘报3 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 海科技 + 军用AI "等诸多热门主题。 数据来源于沪深交易所、公开资料等。 | 代码 | 名称 | 现价 | 涨跌幅 | 主力净流入额 ▼ | | --- | --- | --- | --- | --- | | 801740 | 国防军工(申万) | 1685.19 | 2.58% | 52.50 Z | | 801770 | 通信(申万) | 4568.30 | 1.15% | 36.85 Z | | 801720 | 建筑装饰(申万) | 2084.01 | 0.85% | 16.93亿 | 成份股方面，中船防务涨停，股价再创四年新高，中国海防逼近涨停，航天科技、航天智装、海格通信 等大幅跟涨。 国新证券指出，在全球冲突多发和地缘局势并不平静的背景下，国防安全重要性提升，行业估值有望获 得支撑。 基本面也有支撑。据中信建投跟踪分析，2025年三季报，板块共实现营业收入6003.75亿元，同比回升 16.99%；归母净利润Q1业绩筑底，Q2景气度逐步改善，三季报共实现298.22亿元，同比回升14.01%。 板块核心标的在第三季度迎 ...

国防军工板块走强，航天环宇、雷科防务等涨停，中国海防、佳驰科技、北方长龙等涨超5%。 ...

南方财经11月24日电，中船系板块持续拉升，久之洋涨超13%，中船防务涨停，中国海防、中船汉光跟 涨。 ...

Group 1 - The core viewpoint of the news is that the China Shipbuilding System concept has seen a significant increase of 3.24%, leading the concept sector in terms of growth [1][2] - Within the China Shipbuilding System concept, six stocks experienced gains, with Jiuzhiyang, China Ship Defense, and Kunshan Intelligent showing the highest increases of 15.63%, 6.37%, and 6.18% respectively [1][2] - Conversely, the stocks that faced the largest declines included China Ship Special Gas, China Power, and ST Emergency, which fell by 3.47%, 1.28%, and 0.68% respectively [1][2] Group 2 - The main funds flow into the China Shipbuilding System concept amounted to a net inflow of 129 million yuan, with significant contributions from stocks like China Ship Defense, which saw a net inflow of 199 million yuan [2][3] - The net inflow ratios for Jiuzhiyang, China Ship Defense, and China Ship Technology were 8.44%, 7.41%, and 5.84% respectively, indicating strong investor interest [3] - The trading volume and turnover rates for the leading stocks in the China Shipbuilding System concept were notable, with Jiuzhiyang having a turnover rate of 15.15% and China Ship Defense at 10.99% [3][4]

Group 1 - A total of 34 companies were investigated by institutions on November 20, with 21 companies being researched by funds, indicating significant interest in these firms [1] - Among the companies, Lens Technology received the most attention, with 32 funds participating in its research, followed by China Shipbuilding Industry Corporation and Vanadium Titanium Resources, which had 10 and 7 funds respectively [1] - The companies researched by funds span 13 industries, with the electronics sector having the highest representation at 4 companies, followed by basic chemicals and automotive sectors with 3 and 2 companies respectively [1] Group 2 - The total market capitalization of the companies investigated includes 4 firms with a market cap exceeding 50 billion yuan, and 2 firms exceeding 100 billion yuan, such as BOE Technology Group and Lens Technology [1] - In terms of market performance, 6 of the investigated stocks increased in value over the past 5 days, with the highest gains seen in Meino Biological (4.42%), Xinrui Technology (3.21%), and Xinyin Electronics (3.16%) [1] - Conversely, 15 stocks experienced declines, with Lens Technology, Zhonggang Luonai, and Yongtai Technology showing the largest drops at 8.88%, 6.89%, and 6.58% respectively [1] Group 3 - Among the funds' research stocks, 10 showed net inflows over the past 5 days, with Fengyuan Co. leading with a net inflow of 60.25 million yuan, followed by Zhonglv Electric and Jiahe Intelligent with inflows of 22.07 million yuan and 19.09 million yuan respectively [2] - The detailed list of companies researched by funds includes Lens Technology, China Shipbuilding Industry Corporation, and Vanadium Titanium Resources, among others, with their respective latest closing prices and 5-day price changes [2][3]

Group 1 - The China Shipbuilding sector saw a significant increase, with the index rising nearly 4% during trading on November 21 [1] - Jiuzhiyang experienced a sharp rise, with its stock price increasing over 17% [2] - China Shipbuilding Industry's subsidiaries, including China Shipbuilding Han Guang, China Shipbuilding Defense, and China Shipbuilding Technology, also reported gains of over 3% [3] Group 2 - Jiuzhiyang's stock price reached 49.50, reflecting a 17.77% increase, with a market capitalization of 8.91 billion [4] - China Shipbuilding Han Guang's stock price rose by 8.58% to 19.99, while China Shipbuilding Defense and China Shipbuilding Technology saw increases of 3.65% and 3.12%, respectively [4] - The overall market was down, with the Shanghai Composite Index falling by 1.90% and the Shenzhen Component Index down by 2.76% [5][6]

Core Viewpoint - The article highlights the significant stock price increase of Jiuzhiyang (久之洋), which surged over 17% in trading, indicating strong market interest and potential investment opportunities in the company [2][3]. Company Performance - Jiuzhiyang (300516) is currently trading at 49.50, with a price increase of 17.77% and a market capitalization of 8.91 billion [3][4]. - The stock has a PE ratio of 273.5 and a PB ratio of 6.86, suggesting high valuation metrics compared to its earnings and book value [3]. - Other companies in the same sector, such as China Shipbuilding Han Guang (中船汉光), also experienced notable gains, with an increase of over 8% [2][4]. Market Overview - The overall market is experiencing a downturn, with over 5,000 stocks declining, indicating a challenging environment for investors [6]. - Major indices such as the Shanghai Composite Index and Shenzhen Component Index have also seen declines of 1.90% and 2.76%, respectively, reflecting broader market trends [5].