证券之星消息，9月12日地面兵装板块较上一交易日上涨2.75%，北方长龙领涨。当日上证指数报收于 3883.69，上涨0.22%。深证成指报收于12996.38，上涨0.13%。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 | 136.33 | 12.91% | 8.62万 | | 11.05亿 | | 601606 | 长城军工 | 50.50 | 7.17% | 66.99万 | | 32.51亿 | | 300875 | 捷强装备 | 46.83 | 5.78% | 8.53万 | | 3.92亿 | | 600967 | 内蒙一机 | 19.97 | 4.06% | 64.75万 | | 12.70亿 | | 000519 | 中兵红箭 | 18.69 | 3.32% | 43.77万 | | 8.12亿 | | 600435 | 北方导航 | 14.34 | 1.92% | 30.13万 | | 4.29亿 | ...

9月12日，内蒙一机涨5%，截至发稿，报20.15元/股，成交14.06亿元，换手率4.20%，总市值342.91亿 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。 截至发稿，姚晨曦累计任职时间10年152天，现任基金资产总规模16.66亿元，任职期间最佳基金回报 89.22%， 任职期间最差基金回报-35.91%。 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）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，中海基金旗下1只基金重仓内蒙一机。中海信息产业混合A（000166）二季度持有股数10.44 万股，占基金净值比例为3.28%，位居第五大重仓股。根据测算，今日浮盈赚取约10.02万元。 中海信息产业混合A（000166）成立日期2013年7月31日，最新规模5968.82万。今 ...

Core Viewpoint - The defense and military industry sector experienced a significant surge in stock prices on September 12, with notable increases in several companies' shares [1] Group 1: Stock Performance - Jin Xin Nuo (金信诺) saw its stock price rise over 13%, reaching 16.36 [2] - Bei Fang Chang Long (北方长龙) increased by more than 13%, with a price of 137.02 [2] - Hua Feng Technology (华丰科技) rose over 8%, reaching 89.01 [2] - Chang Cheng Jun Gong (长城军工) experienced a rise of 7.92%, with a stock price of 50.85 [2] - Jie Qiang Equipment (捷强装备) increased by 6.17%, reaching 47.00 [2]

9月12日，内蒙一机盘中上涨2.03%，截至10:36，报19.58元/股，成交4.65亿元，换手率1.41%，总市值 333.21亿元。 资金流向方面，主力资金净流入234.88万元，特大单买入2200.49万元，占比4.73%，卖出2745.45万元， 占比5.90%；大单买入9920.44万元，占比21.34%，卖出9140.60万元，占比19.66%。 责任编辑：小浪快报 截至7月10日，内蒙一机股东户数16.00万，较上期增加7.16%；人均流通股10634股，较上期减少 6.68%。2025年1月-6月，内蒙一机实现营业收入57.27亿元，同比增长19.62%；归母净利润2.90亿元，同 比增长9.99%。 内蒙一机今年以来股价涨132.27%，近5个交易日跌0.15%，近20日跌23.37%，近60日涨49.58%。 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。 今年以来内蒙一机已经10次登上龙虎榜，最近一次登上龙虎榜为9月3日，当日龙虎榜净买入-903.21万 元；买入总计1.33亿元 ，占总成交额比5.31%；卖出总计1.42亿元 ，占总成交额比5.6 ...

Investment Rating - The report maintains a "Positive" outlook on the defense and military industry for the first half of 2025 [3]. Core Viewpoints - The defense industry is experiencing a recovery in overall performance, with revenue and profit showing positive year-on-year growth [2][5]. - The report emphasizes the importance of focusing on the next-generation equipment and the rapid development of unmanned and counter-unmanned weaponry starting in 2025 [4][5]. - The industry is expected to benefit from increased global military trade and a favorable domestic demand environment, leading to a sustained growth trajectory [6]. Summary by Sections 1. Overall Industry Conditions - The military industry shows a recovery in its economic climate, with revenue and profit increasing year-on-year [18]. - In the first half of 2025, the military industry achieved revenue of 304.9 billion yuan, reflecting an 11.39% increase year-on-year, while net profit attributable to shareholders rose by 5.03% to 20.9 billion yuan [23][27]. 2. Revenue and Profit - Revenue performance varies across different segments, with the aviation sector contributing the most to both revenue and net profit in the first half of 2025, accounting for 45% and 54% respectively [44][49]. - The maritime equipment sector showed significant growth, with a revenue increase of 132.0% year-on-year [50]. 3. Profitability Indicators - The overall profitability of the military industry has faced short-term pressure, with gross margin decreasing from 21.60% to 19.27% and net margin from 8.78% to 6.85% from the first half of 2021 to the first half of 2025 [28][31]. - The report indicates that profitability is expected to improve as product prices stabilize and economies of scale are realized [28]. 4. Operational Indicators - Operational indicators have shown stable growth, with inventory increasing by 13.43% year-on-year to 349.3 billion yuan, and contract liabilities rising by 21.48% to 224 billion yuan [32][36]. - The report highlights that the growth in operational metrics reflects a robust demand from downstream sectors, ensuring a positive outlook for future performance [32]. 5. Key Companies to Watch - The report identifies several key companies to focus on, including AVIC Shenyang Aircraft Corporation, AVIC Chengdu Aircraft Industry Group, and others in both high-end and new-type combat capabilities [4][5].

证券之星消息，9月11日地面兵装板块较上一交易日上涨1.77%，北方长龙领涨。当日上证指数报收于 3875.31，上涨1.65%。深证成指报收于12979.89，上涨3.36%。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 | 120.74 | 5.66% | 8.54万 | | 10.05 Z | | 688543 | 国科室工 | 48.80 | 3.21% | 3.98万 | | = 1.92亿 | | 600184 | 光电股份 | 18.43 | 2.33% | 11.37万 | | 2.08亿 | | 000576 | 甘化科工 | 11.07 | 1.93% | 10.74万 | | 1.18亿 | | 601606 | 长城军工 | 47.12 | 1.84% | 71.82万 | | 33.41亿 | | 600967 | 内蒙—机 | 19.19 | 1.80% | 55.20万 | | 10.50亿 ...

9月11日，内蒙一机盘中上涨2.23%，截至13:27，报19.27元/股，成交6.99亿元，换手率2.17%，总市值 327.94亿元。 资金流向方面，主力资金净流出2269.25万元，特大单买入2766.07万元，占比3.96%，卖出2911.12万 元，占比4.16%；大单买入1.06亿元，占比15.22%，卖出1.28亿元，占比18.26%。 今年以来内蒙一机已经10次登上龙虎榜，最近一次登上龙虎榜为9月3日，当日龙虎榜净买入-903.21万 元；买入总计1.33亿元 ，占总成交额比5.31%；卖出总计1.42亿元 ，占总成交额比5.67%。 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。 内蒙一机所属申万行业为：国防军工-地面兵装Ⅱ-地面兵装Ⅲ。所属概念板块包括：军民融合、航天军 工、铁路基建、央企改革、轨道交通等。 截至7月10日，内蒙一机股东户数16.00万，较上期增加7.16%；人均流通股1063 ...

Market Overview - The ground equipment sector experienced a slight decline of 0.06% on September 10, with Changcheng Military Industry leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Individual Stock Performance - ST Emergency (300527) saw a closing price of 8.79, with an increase of 3.29% and a trading volume of 369,100 shares, totaling a transaction value of 322 million yuan [1] - Changcheng Military Industry (601606) closed at 46.27, down 2.36%, with a trading volume of 512,400 shares and a transaction value of 2.388 billion yuan [2] - The highest gainers included ST Emergency and Jiekang Equipment (300875), which closed at 43.70 with a 1.65% increase [1][2] Capital Flow Analysis - The ground equipment sector saw a net outflow of 364 million yuan from institutional investors, while retail investors contributed a net inflow of 458 million yuan [2] - The capital flow data indicates that ST Emergency had a net outflow of 22.25 million yuan from institutional investors, while retail investors contributed a net inflow of 10.04 million yuan [3] Summary of Key Stocks - North Navigation (600435) had a slight increase of 1.02%, closing at 13.83 with a transaction value of 429 million yuan [1] - The stock with the largest net outflow from institutional investors was Changcheng Military Industry, with a net outflow of 22.25 million yuan [3] - The overall performance of the ground equipment sector reflects mixed investor sentiment, with significant retail inflows countering institutional outflows [2][3]

9月8日，内蒙一机盘中下跌2.04%，截至09:49，报19.21元/股，成交3.58亿元，换手率1.08%，总市值 326.91亿元。 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6月30日，内蒙一机十大流通股东中，南方军工改革灵活配置混合A （004224）位居第四大流通股东，持股1677.24万股，相比上期增加265.07万股。富国中证军工龙头ETF （512710）位居第五大流通股东，持股1618.89万股，相比上期增加530.93万股。广发中小盘精选混合A （005598）位居第六大流通股东，持股1442.42万股，相比上期增加507.44万股。广发小盘成长混合 (LOF)A（162703）位居第七大流通股东，持股1434.73万股，为新进股东。国泰中证军工ETF （512660）位居第八大流通股东，持股987.44万股，为新进股东。广发双擎升级混合A（005911）位居 第十大流通股东，持股810.86万股，为新进股东。 资金流向方面，主力资金净流出4701.51万元，特大单买入1411.46万元，占比3.94%，卖出3766. ...

Group 1 - The core viewpoint of the article highlights the performance and outlook of the AI Fund, Xingsheng Global Sustainable Investment Three-Year Open Mixed Fund, which reported a profit of 14.51 million yuan in the first half of 2025, with a weighted average profit per fund share of 0.0398 yuan [3] - The fund's net value growth rate for the first half of 2025 was 3.72%, and the fund size reached 405 million yuan by the end of the reporting period [3][30] - The fund manager expressed optimism about investment opportunities arising from the global expansion of high-end Chinese products, rapid AI development, and stable dividend policies [3] Group 2 - As of September 5, 2025, the fund's one-year cumulative net value growth rate was 35.58%, ranking 399 out of 604 comparable funds [5] - The fund's three-month and six-month cumulative net value growth rates were 22.09% and 16.44%, respectively, ranking 222 out of 607 and 337 out of 607 among comparable funds [5] - The fund's weighted average price-to-earnings ratio (TTM) was approximately 8.69 times, significantly lower than the industry average of 33.74 times [9] Group 3 - The weighted year-on-year revenue growth rate (TTM) for the stocks held by the fund was 0.12%, while the weighted net profit growth rate (TTM) was 0.27% [15] - The fund's average stock position since inception was 83.42%, with a peak of 88.94% in the first half of 2024 [29] - As of June 30, 2025, the fund had 5,836 holders, with individual investors holding 70.73% of the shares [33]