Group 1 - The main focus of the article is on the top 20 stocks with significant capital inflow as of August 4, with notable amounts listed for each company [1] - The leading stock with the highest capital inflow is Construction Industry, attracting 567 million yuan [1] - Other notable stocks include Great Wall Military Industry with 528 million yuan and Shanhe Intelligent with 454 million yuan [1] Group 2 - The article provides a detailed list of stocks and their respective capital inflows, indicating strong investor interest in these companies [1] - The total capital inflow for the top 20 stocks reflects a trend of increased investment activity in the market [1] - The data suggests a diverse range of sectors represented among the top inflow stocks, including technology, finance, and manufacturing [1]

新一代核心宽基A500ETF基金（512050）一键布局A股核心资产。该ETF所跟踪中证A500指数，采取行 业均衡配置与龙头优选双策略，中证全部35个细分行业全覆盖，融合价值与成长属性，配备AI产业 链、医药生物、电力设备新能源、国防等新质生产力行业。该ETF还配置了场外联接基金（A类： 022430；C类：022431）。 招商证券指出，半年报有望确认上市公司整体自由现金流改善的逻辑，强化重估A股的逻辑。同时，市 场目前站上扭亏阻力位，盈利效应积累后，场外增量资金在持续流入。A股在8月走出先抑后扬，创下 新高的可能性比较大。 光大证券表示，展望后市，市场仍存在一些预期差，如短期基本面改善的持续性、资金持续流入及新兴 产业发展带来的机遇等。因此，下半年市场将开启下一阶段上涨行情，并有望突破2024年下半年的阶段 性高点。预计8月市场风格偏顺周期，五维行业比较框架视角下，关注家电、非银、电力设备等行业。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 8月4日，A股三大指数集体上涨，板块题材上，军工装备、贵金属、游戏、燃气、高铁板块涨幅居前。 热门ETF中， ...

Core Viewpoint - The A-share market experienced a rebound with significant growth in military-related sectors, particularly in general aviation, driven by supportive government policies and market potential in low-altitude economy and commercial aerospace [1][2]. Group 1: Market Performance - The three major indices in the A-share market opened low but rose significantly in the afternoon, with military-related concepts such as military information technology, aircraft carriers, and commercial aerospace witnessing collective surges [1]. - The National General Aviation Industry Index saw a rise of over 3% during trading, with constituent stocks like Aileda, Lijun Co., and Aerospace Electronics hitting the daily limit [1]. Group 2: Investment Opportunities - The newly listed General Aviation ETF (159255) achieved a strong debut with a half-day trading volume of 230 million yuan, leading among similar index ETFs [1]. - The National General Aviation Industry Index comprises 50 stocks related to various sectors of the general aviation industry, including aircraft manufacturing and operational services, indicating a broad investment opportunity [1]. Group 3: Industry Outlook - The low-altitude economy is recognized as a strategic emerging industry in government work reports, with substantial support from various levels of government, suggesting a favorable environment for growth [1]. - The market potential for the drone low-altitude market is projected to exceed 3.1 trillion yuan by 2035, while the manned eVTOL market is expected to surpass 500 billion yuan [1]. - CITIC Securities indicates that the commercial aerospace and low-altitude economy sectors may accelerate in development due to events like commercial rocket launches, recommending investors to pay attention to related opportunities [1].

Core Viewpoint - The military industry sector in A-shares experienced a significant surge, driven by the nearing commissioning of the Fujian aircraft carrier and the unveiling of advanced unmanned combat modes, indicating a strong investment opportunity in military technology and modernization [1][2][5]. Group 1: Market Performance - On August 4, military concept stocks saw a collective surge, with over 20 stocks hitting the daily limit or rising more than 10%, including notable companies like Aileda and Aerospace Electronics [1][2]. - The overall defense and military sector index rose over 2%, with the Wind military information technology index increasing nearly 4% [2]. - Specific stocks such as Beifang Changlong, Changcheng Military Industry, and Guoji Jinggong reached historical highs [2]. Group 2: Key Developments - The Fujian aircraft carrier is in the final stages of commissioning, with successful test flights reported, emphasizing the urgency to optimize its operational capabilities [3][5]. - The unveiling of unmanned combat modes and the first exposure of the Wuzhen-10 drone's takeoff highlights advancements in military technology [4][5]. Group 3: Investment Opportunities - Analysts suggest focusing on investment opportunities arising from the commissioning of the Fujian carrier and advancements in military AI technology, which enhances the intelligence level of military equipment [5][6]. - The military sector is expected to see a recovery in fundamentals, with catalysts such as order announcements likely to drive performance in the first half of 2025 [5][6]. - Investment strategies include focusing on AI-enabled intelligent combat systems, low-cost precision-guided munitions, and companies with high military trade ratios [6].

Core Viewpoint - The Central State-Owned Enterprises Innovation-Driven Index has shown mixed performance, with significant movements in individual stocks, reflecting the ongoing developments in the commercial aerospace sector and the performance of the Central State-Owned Enterprises Innovation-Driven ETF [3][4][5]. Group 1: Market Performance - As of August 4, 2025, the Central State-Owned Enterprises Innovation-Driven Index (000861) decreased by 0.04%, with notable gainers including Aerospace Electronics (600879) up 9.99% and Inner Mongolia First Machinery Group (600967) up 7.76% [3]. - The Central State-Owned Enterprises Innovation-Driven ETF (515900) is currently priced at 1.51 yuan, with a recent two-week cumulative increase of 1.21% as of August 1, 2025 [3][4]. - The ETF has seen a trading volume of 428.67 million yuan with a turnover rate of 0.12% [3]. Group 2: Industry Developments - The commercial aerospace sector is experiencing accelerated network formation, with both rocket launches and satellite manufacturing expected to drive growth [4]. - New commercial launch sites are being developed, such as the second phase of the Hainan commercial launch site, which will enhance the launch network's efficiency [4]. - Companies like Galaxy Space and Geospace are adopting flexible production techniques, increasing satellite production capacity from 300 to an anticipated 500-600 units annually [4]. Group 3: ETF Performance Metrics - The Central State-Owned Enterprises Innovation-Driven ETF has achieved a net value increase of 53.66% over the past five years, ranking 81 out of 998 in its category [5]. - The ETF's highest monthly return since inception was 15.05%, with an average monthly return of 3.99% during up months [5]. - The ETF has the lowest management fee rate of 0.15% and a tracking error of 0.037%, indicating high tracking precision compared to similar funds [5][6].

Core Viewpoint - The military industry stocks have experienced a significant surge, with several companies reaching their daily limit up, indicating strong investor interest and potential growth in this sector [1][3]. Market Overview - The A-share market showed low volatility with the Shanghai Composite Index rising by 0.2% at midday, while the Shenzhen Component Index and the ChiNext Index fell by 0.28% and 0.49% respectively [2][3]. - The military industry sector saw a notable increase, with the sector's index rising over 2% during the trading session [4]. Key Stock Performances - Major military stocks such as Aileda and Kesi Technology hit the daily limit up of 20%, while Beifang Changlong rose by over 17%. Other notable performers included Xingtu Xinke and Hengyu Xintong, which increased by over 12% [4][5]. - The banking sector also showed strength, with a collective increase of over 1%, led by Qingdao Bank, which saw a rise of more than 4% [6]. Gold Market Dynamics - International gold prices have risen, leading to a significant increase in domestic gold futures, which saw a rise of over 1.4% during the session. This has positively impacted gold-related stocks and ETFs, with some stocks rising by over 5% [7][8]. - In the Hong Kong market, stocks like Chifeng Jilong Gold experienced a surge of over 9% [8]. Hong Kong Market Highlights - The Hong Kong market opened lower but later rebounded, with the Hang Seng Index and Hang Seng Tech Index turning positive. Notable gainers included New Oriental and Lenovo Group [10]. - Li Fung (Group) saw a dramatic increase of over 60% at one point during the trading session, although this gain later narrowed [9][11].

本文源自：金融界 作者：金股通 截至8月4日午间收盘，主力资金流入前20的股票分别为：建设工业（5.13亿元）、长城军工（5.09亿 元）、山河智能（4.40亿元）、航天电子（4.25亿元）、海光信息（4.23亿元）、神州泰岳（4.14亿 元）、利君股份（3.59亿元）、顺钠股份（2.98亿元）、赤峰黄金（2.92亿元）、云鼎科技（2.74亿 元）、巨人网络（2.37亿元）、ST华通（2.33亿元）、长盛轴承（2.29亿元）、爱乐达（2.25亿元）、 交通银行（2.24亿元）、长城电工（2.15亿元）、中金黄金（2.13亿元）、寒武纪U（2.08亿元）、浙大 网新（2.01亿元）、中国银行（2.01亿元）。 ...

8月4日早盘，低空经济+军工航空持续攀升，重仓低空经济的通用航空ETF华宝（159231）场内价格现 涨2．43%，日线强势站上5日、10日均线！成份股方面，爱乐达、利君股份、航天电子三股涨停，振芯 科技涨超7%、中信海直涨超6%。 业内人士指出，近期国家发改委多次提及低空经济，并将其明确为下半年重点工作方向之一，是做优增 量，提高国内大循环效益的举措之一，投资者或可关注低空产业或将从顶层设计到加速落地。 华福证券最新分析指出，整体而言，当前位置合适+下半年以来催化不断+中美新博弈方向，低空是具 备反弹要素的。板块正在酝酿多个"量变"，静待一个"质变"： 1）从技术面来看：开年以来除了年初一小波行情外，低空在主题赛道中基本滞涨，当前无论从盘整的 时间还是深度看，都属于低位有待反弹的板块； 2）从顶层设计看：下半年民航局已经成立通用航空和低空经济工作领导小组，后续产业政策值得期 待； 3）从政策面层面看：中国民用机场协会正式发布《低空经济基础设施框架指引（2025版）》，明确空 域划设、起降点建设、航路导航等21项核心指标，为全国低空基建提供首个系统性方案； 4）从地方政府进展看：相较于去年偏规划文件出台，今年 ...

【主力资金监控：中际旭创净卖出超4亿】智通财经8月4日电，智通财经星矿数据显示，今日早盘主力 资金净流入国防军工、银行、机械设备等板块，净流出医药、计算机、通信等板块，其中医药板块净流 出超35亿元。个股方面，长城军工涨停，主力资金净买入5.09亿元位居首位，海光信息、山河智能、航 天电子获主力资金净流入居前；中际旭创遭净卖出超4亿元，海康威视、胜宏科技、天府文旅主力资金 净流出额居前。 转自：智通财经 ...

Core Viewpoint - The aerospace and military sector is experiencing a significant upward trend, while gold stocks are also rising collectively, driven by geopolitical tensions and market expectations regarding U.S. monetary policy changes [1][8][11]. Market Overview - As of August 4, the A-share market opened lower, with the Shanghai Composite Index up by 0.24% to 3568.39, while the Shenzhen Component Index fell by 0.27% to 10962.19, and the ChiNext Index decreased by 0.49% to 2311.14 [2]. - The aerospace and military sector showed notable gains, with stocks like Aileda reaching a 20% limit up, and other companies such as Aerospace Electronics and Changcheng Military Industry also experiencing significant increases [5][7]. Sector Performance - The aerospace and military sector led the market with a rise of 3.28%, followed by banking and industrial machinery sectors, while biotechnology and retail sectors faced adjustments [3]. - Gold stocks collectively rose, with notable increases in companies like Chifeng Gold, which rose over 5%, and Shandong Gold, among others [9][10]. Geopolitical Influence - Increased geopolitical tensions are driving global military spending into an upward cycle, which is expected to expand the military trade market. This trend, combined with improved domestic substitution capabilities, is likely to drive a revaluation of the military sector [7]. U.S. Monetary Policy Impact - The market's expectations for U.S. interest rate cuts have intensified following disappointing non-farm payroll data for July, leading to a surge in gold prices, with COMEX gold futures surpassing $3400 per ounce [10][11].