| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600184 | 光电股份 | 18.25 | 1.45% | 14.54万 | | 2.65亿 | | 601606 | 长城军工 | 55.47 | 0.89% | 125.33万 | | 69.10亿 | | 000576 | 甘化科工 | 11.12 | 0.45% | 9.55万 | | 1.06亿 | | 688543 | 国科室工 | 53.90 | -0.52% | 8.19万 | | 4.38亿 | | 600435 | 北方导航 | 14.68 | -1.01% | 33.28万 | | 4.88亿 | | 002519 | 银河电子 | 4.68 | -1.06% | 17.15万 | | 8008.31万 | | 000519 | 中兵红箭 | 18.81 | -1.31% | 36.86万 | | 6.91亿 | | 300527 | ST应急 | 8.45 | -2.09% | 23.13万 | | 1. ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601606 长城军工 | | = 11.07 乙 | 18.64% | -5.23 Z | -8.80% | -5.84 Z | -9.84% | | 600967 | 内蒙一机 | 1.36 Z | 7.30% | 854.36万 | 0.46% | -1.44 Z | -7.76% | | 301357 北方长龙 | | 1.01亿 | 4.57% | -4646.28万 | -2.11% | -5417.55万 | -2.46% | | 300875 捷强装备 | | 6825.68万 | 9.32% | 116.15万 | 0.16% | -6941.83万 | -9.48% | | 000519 中兵红箭 | | 4282.15万 | 4.33% | -508.04万 | -0.51% | -3774.12万 | -3.81% | | 600184 | 米 ...

Investment Rating - The investment rating for the company is "Accumulate" [4] Core Views - The company reported a revenue of 7.89 billion (up 11.1% year-on-year) and a net profit attributable to shareholders of 386 million (up 6.18% year-on-year) for the first three quarters of 2025 [1][4] - The third quarter of 2025 saw a revenue of 2.17 billion (down 6.6% year-on-year, down 27.7% quarter-on-quarter) and a net profit of 97 million (down 3.85% year-on-year, down 7.34% quarter-on-quarter) [1] - The company's gross margin for the first three quarters of 2025 was 11.13% (down 0.43 percentage points year-on-year), while the net profit margin was 4.88% (down 0.24 percentage points year-on-year) [2] - The third quarter of 2025 showed an improvement in profitability with a gross margin of 14.77% (up 0.57 percentage points year-on-year, up 6.35% quarter-on-quarter) and a net profit margin of 4.47% (up 0.17 percentage points year-on-year, up 1.01 percentage points quarter-on-quarter) [2] - The net cash flow from operating activities was -664 million, an increase of 82.78% year-on-year, indicating a significant improvement in cash collection [2] Financial Forecast - The company is expected to achieve revenues of 11.1 billion, 12.6 billion, and 14.2 billion for 2025, 2026, and 2027 respectively, with year-on-year growth rates of 13%, 14%, and 13% [2] - The net profit attributable to shareholders is projected to be 650 million, 840 million, and 1.08 billion for 2025, 2026, and 2027 respectively, with year-on-year growth rates of 30%, 29%, and 29% [2] - The expected earnings per share (EPS) for 2025, 2026, and 2027 are 0.38, 0.49, and 0.64 respectively [2]

值得一提的是，Wind金融数据显示，过去两轮超过4000点的牛市行情中，国证航空航天指数都有亮眼 表现：2007年沪指第一次站上4000点后，国证航空航天指数上涨38.08%（2007.05.09-2008.01.10）； 2015年沪指第二次站上4000点后，国证航空航天指数上涨66.26%（2015.04.08-2015.05.26）。 10月28日，沪指盘中站上4000点大关再创十年新高，午后震荡下挫，航空航天概念保持强势。 全市场热门ETF中，已连涨两日的航空航天ETF天弘（159241）午后逆市走强，盘中一度涨近2%，成 交额超6000万元，换手率超14%，盘中交投活跃。成分股中，长城军工、航天发展涨停，国科军工、迈 信林、内蒙一机等跟涨。 资金流向上，Wind金融终端数据显示，航空航天ETF天弘（159241）已连续3个交易日获资金净流入， 累计"吸金"超1000万元。 航空航天ETF天弘（159241）跟踪指数国证航天指数，堪称可以一键实现"军工+卫星"双轮驱动，其在 申万一级行业分类中，国防军工权重占比高达98.2%，是全市场最"纯"军工指数。同时该指数与低空经 济、卫星互联网、商业航天等热门 ...

10月28日，内蒙一机涨5.32%，截至发稿，报19.59元/股，成交9.94亿元，换手率3.06%，总市值333.38 亿元。内蒙一机股价已经连续3天上涨，区间累计涨幅1.86%。 数据显示，华富基金旗下1只基金重仓内蒙一机。华富国泰民安灵活配置混合A（000767）二季度持有 股数8.37万股，与上期相比持股数量不变，占基金净值比例为3.82%，位居第六大重仓股。根据测算， 今日浮盈赚取约8.29万元。连续3天上涨期间浮盈赚取2.85万元。 资料显示，内蒙古第一机械集团股份有限公司位于内蒙古自治区包头市青山区民主路，成立日期2000年 12月29日，上市日期2004年5月18日，公司主营业务涉及轮履装甲车辆、火炮系列军品装备、铁路车 辆、车辆零部件的研发、制造、销售及资产经营等业务。 从基金十大重仓股角度 截至发稿，邓翔累计任职时间1年210天，现任基金资产总规模7869.09万元，任职期间最佳基金回报 37.99%， 任职期间最差基金回报-6.97%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均 ...

Core Viewpoint - The aerospace ETF Tianhong (159241) has shown a significant upward trend, indicating strong market interest and potential investment opportunities in the aerospace sector [3][4]. Group 1: Market Performance - As of October 28, 2025, the aerospace ETF Tianhong (159241) increased by 1.96%, marking a three-day consecutive rise with a trading volume of 61.21 million yuan and a turnover rate of 13.04% [3]. - Key component stocks such as Great Wall Military Industry (601606) rose by 10.00%, Aerospace Development (000547) by 9.95%, and Construction Industry (002265) by 7.41% [3]. - The aerospace ETF Tianhong (159241) has attracted a total net inflow of 10.376 million yuan over the past three days [3]. Group 2: Product Highlights - The aerospace ETF Tianhong (159241) tracks the National Aerospace Index, which is highly concentrated in the defense and aerospace sectors, with a weight of 98.2% in the primary industry classification [4]. - The index is well-aligned with emerging themes such as low-altitude economy, satellite internet, and commercial aerospace, with over 68% weight in "Aerospace Equipment + Aerospace Equipment" and 76.55% in military-civilian integration [4]. Group 3: Historical Context - The Shanghai Composite Index has crossed the 4000-point mark, with the National Aerospace Index historically performing well during such bullish phases, showing increases of 38.08% in 2007 and 66.26% in 2015 [5]. Group 4: Institutional Insights - Citic Construction Investment Securities emphasizes the importance of developing the real economy, particularly highlighting the goal of becoming a strong aerospace nation, and the need for high-level technological self-reliance [6]. - The focus is on enhancing traditional industries while fostering new and future industries, promoting high-quality development in the service sector, and building a modern infrastructure system [6].

分红方面，内蒙一机A股上市后累计派现19.82亿元。近三年，累计派现10.88亿元。 机构持仓方面，截止2025年9月30日，内蒙一机十大流通股东中，富国中证军工龙头ETF（512710）位 居第四大流通股东，持股1921.44万股，相比上期增加302.54万股。南方军工改革灵活配置混合A （004224）位居第五大流通股东，持股1751.41万股，相比上期增加74.17万股。国泰中证军工ETF （512660）位居第六大流通股东，持股826.87万股，相比上期减少160.57万股。南方中证1000ETF （512100）位居第七大流通股东，持股778.11万股，为新进股东。广发中小盘精选混合A（005598）位 居第八大流通股东，持股742.47万股，相比上期减少699.96万股。国防ETF（512670）位居第九大流通 股东，持股654.40万股，为新进股东。广发小盘成长混合(LOF)A（162703）、广发双擎升级混合A （005911）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，内蒙古第一机械集团股份有限公司位于内蒙古自治区包头市青山区民主路，成立日期2000年 12月29日，上市日期200 ...

内蒙一机（600967.SH）2025 年三季报点评 ➢ 事件：10 月 27 日，公司发布 2025 年三季报，前三季度实现营收 78.94 亿 元，YOY +11.07%；归母净利润 3.86 亿元，YOY +6.18%；扣非净利润 3.83 亿元，YOY +9.31%。业绩表现符合市场预期。我们点评如下： 三季报营收增长 11%；军贸产品体系成熟市场开拓顺利 2025 年 10 月 27 日 ➢ 3Q25 业绩同比小幅下滑；利润率提升。1）单季度：3Q25，公司实现营收 21.67 亿元，YOY -6.59%；归母净利润 0.96 亿元，YOY -3.85%；扣非净利润 0.95 亿元，YOY +6.91%。2）利润率：1~3Q25，公司毛利率同比下滑 0.43ppt 至 11.13%；净利率同比下滑 0.24ppt 至 4.88%。其中，3Q25 毛利率同比提升 0.57ppt 至 14.77%；净利率同比提升 0.17ppt 至 4.47%。 ➢ 费用管控能力提升；经营活动现金流改善明显。1~3Q25，公司期间费用率 同比减少 0.72ppt 至 6.77%：1）销售费用率同比减少 0.05ppt ...

智通财经APP讯，内蒙一机(600967.SH)披露2025年第三季度报告，公司前三季度实现营收78.94亿元， 同比增长11.07%;归母净利润3.86亿元，同比增长6.18%;扣非净利润3.83亿元，同比增长9.31%;基本每股 收益0.227元。 ...

格隆汇10月27日丨内蒙一机(600967.SH)发布三季报，2025年前三季度实现营业总收入78.94亿元，同比 增长11.07%；归属母公司股东净利润3.86亿元，同比增长6.18%；基本每股收益为0.227元。 ...