（编辑 姚尧） 证券日报网讯 8月13日晚间，内蒙一机发布公告称，公司股票于2025年8月11日、8月12日和8月13日连 续3个交易日内日收盘价格涨幅偏离值累计达到20%，属于股票交易异常波动的情况。经核实，公司目 前经营情况正常，主营业务未发生重大变化，外部市场环境、行业政策亦未发生重大变化。 ...

证券代码：600967 证券简称：内蒙一机 公告编号：临 2025-040 号 ●换手率较高的风险。近五个交易日（2025 年 8 月 7 日至 8 月 13 日）公司 累计换手率为 50.42%，高于日常换手率。 一、股票交易异常波动的具体情况 公司股票于 2025 年 8 月 11 日、8 月 12 日和 8 月 13 日连续 3 个交易日内日 收盘价格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关规 定，属于股票交易异常波动的情况。 内蒙古第一机械集团股份有限公司 关于股票交易异常波动的公告 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： ●股价短期涨幅过大的风险。内蒙古第一机械集团股份有限公司（以下简称 "公司"）股票自 2025 年 6 月 6 日以来收盘价格累计上涨幅度为 139.64%，同 期"铁路、船舶、航空航天和其他运输设备制造业"行业涨幅 19.27%，上证指 数涨幅 8.81%，公司股票短期涨幅严重高于同期行业及上证指数涨幅，但公司基 本面未发生重大变化。截至 2025 ...

证券代码：600967 证券简称：内蒙一机 公告编号：临 2025-040 号 内蒙古第一机械集团股份有限公司 关于股票交易异常波动的公告 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： ●股价短期涨幅过大的风险。内蒙古第一机械集团股份有限公司（以下简称 "公司"）股票自 2025 年 6 月 6 日以来收盘价格累计上涨幅度为 139.64%，同 期"铁路、船舶、航空航天和其他运输设备制造业"行业涨幅 19.27%，上证指 数涨幅 8.81%，公司股票短期涨幅严重高于同期行业及上证指数涨幅，但公司基 本面未发生重大变化。截至 2025 年 8 月 13 日收盘，公司股票收盘价为 28.86 元/股，处于历史高位；成交额 41.97 亿元，成交量较大，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。 ●估值偏高的风险。公司最新静态市盈率为 89.4，公司所处"铁路、船舶、 航空航天和其他运输设备制造业"行业的静态市盈率为 41.12，公司静态市盈率 显著高于同行业平均水平，存在估值偏高的风险，敬请广大投 ...

Core Viewpoint - The company's stock price has significantly outperformed the industry and the Shanghai Composite Index, with a cumulative increase of 139.64% since June 6, 2025, compared to 19.27% for the "Railway, Shipbuilding, Aerospace, and Other Transportation Equipment Manufacturing" industry and 8.81% for the Shanghai Composite Index [1] Company Performance - As of August 13, the company's stock closed at 28.86 yuan per share, which is at a historical high [1] - The trading volume was substantial, with a turnover of 4.197 billion yuan [1] Market Context - The company's short-term stock price increase is significantly higher than the corresponding increases in both the industry and the Shanghai Composite Index, indicating a potential divergence in performance [1] - Despite the stock price surge, the company's fundamentals have not undergone significant changes [1]

格隆汇8月13日丨内蒙一机(600967.SH)公布，公司股票自2025年6月6日以来收盘价格累计上涨幅度为 139.64%，同期"铁路、船舶、航空航天和其他运输设备制造业"行业涨幅19.27%，上证指数涨幅 8.81%，公司股票短期涨幅严重高于同期行业及上证指数涨幅，但公司基本面未发生重大变化。截至 2025年8月13日收盘，公司股票收盘价为28.86元/股，处于历史高位；成交额41.97亿元，成交量较大， 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。 ...

从资金流向上来看，当日地面兵装板块主力资金净流入14.1亿元，游资资金净流出8.87亿元，散户资金 净流出5.23亿元。地面兵装板块个股资金流向见下表： 证券之星消息，8月13日地面兵装板块较上一交易日上涨6.33%，长城军工领涨。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 601606 | 长城车工 | 67.82 | 10.01% | 68.25万 | | 44.72 Z | | 600967 | 内蒙一机 | 28.86 | 9.98% | 150.21万 | | 41.97亿 | | 000519 | 中兵红箭 | 23.53 | 6.28% | 175.53万 | | 41.21亿 | | 000576 | 甘化科工 | 12.70 | 5.57% | - 36.74万 | | 4.55 Z | | 301357 | 北方长龙 | 161 ...

内蒙一机触及涨停，长城军工此前封板，光电股份、中兵红箭、北方导航、天秦装备、甘化科工等跟 涨。 (本文来自第一财经) ...

此外，上海发布《上海市具身智能产业发展实施方案》，目标到2027年具身智能核心产业规模突破500 亿元，对产业创新融合示范应用项目给予补贴。北京等地方给予机器人购买补贴。北京经开区启动全球 首个以机器人消费为主题的节日E-Town机器人消费节，个人消费者购买机器人产品最高可获得1500元 补贴。 中信建投证券表示，近期各地发布机器人相关产业支持政策，给予一定产业补贴或消费补贴。世界机器 人大会依旧保持空前的热度，国产机器人百花齐放。产业链相关的灵巧手、关节模组零部件、传感器等 环节均有多种方案齐头并进，有望加速具身智能机器人迭代。具身智能产业链相关的进步正不断被看 到，后续仍有世界人形机器人运动会、智元机器人合作伙伴大会、Optimus三代机发布、国产机器人招 投标等潜在催化值得关注。继续看好板块整体行情，推荐产业趋势更优、放量更快的传感器、灵巧手、 垂类应用端、国产供应链条等环节。 （文章来源：证券时报网） 人形机器人概念13日盘中再度活跃，截至发稿，胜蓝股份涨近14%，华密新材涨超10%，金田股份、东 方精工、杰克股份、祥鑫科技、博杰股份、内蒙一机等均涨停，中大力德涨约8%续创新高。 行业方面，世界机器人 ...

Core Viewpoint - The A-share market saw a collective rise in its three major indices on August 13, with the ChiNext Index surging over 3% at one point, driven by significant gains in sectors such as optical modules, CRO, and optical communications, alongside a notable expansion in the defense and military industry [1] Industry Summary - The Aerospace ETF (159227) rose by 1.08% with a trading volume of 126 million yuan, leading its category [1] - Key holdings such as Great Wall Industry, Inner Mongolia First Machinery Group, and others reached their daily limit, indicating strong investor interest [1] - The Aerospace ETF closely tracks the National Aerospace Index, focusing on core military and aerospace sectors, with a high concentration of 97.86% in the first-level military industry [1] - The weight of aerospace equipment in the ETF's constituent stocks is 66.8%, significantly surpassing other military indices [1] - From May 1 to August 12, the National Aerospace Index achieved a return of 27.65%, outperforming the China Securities Defense Index (23.15%), China Securities Military Index (23.32%), and Military Leaders Index (22.75%) [1] Future Outlook - Shanxi Securities predicts that 2025 will be a pivotal year for the military industry, with a gradual release of delayed orders from the "14th Five-Year Plan" and improving demand [1] - The initiation of the "15th Five-Year Plan" and the approaching 2027 centennial military goal are expected to support a recovery in military sector performance in the second half of 2025, marking a return to an upward cycle [1]

Core Viewpoint - A number of companies, including Jintian Co., Beiwai Technology, Dongfang Precision, and others, experienced a 10% limit-up in stock prices, indicating strong market performance and investor interest [1]. Group 1: Company Performance - Jintian Co. (601609) saw a price increase of 10.06% with a total market capitalization of 14 billion and a year-to-date increase of 62.03% [2]. - Beiwai Technology (002148) increased by 10.04%, with a market cap of 7.043 billion and a year-to-date increase of 91.18% [2]. - Dongfang Precision (002611) rose by 10.03%, holding a market cap of 23.1 billion and a year-to-date increase of 96.72% [2]. - Weike Technology (301196) experienced a 10.02% increase, with a market cap of 12.4 billion and a year-to-date increase of 202.82% [2]. - Changlan Technology (002879) increased by 10.01%, with a market cap of 3.544 billion and a year-to-date increase of 23.59% [2]. - Bowei Alloy (601137) rose by 10.01%, with a market cap of 19.8 billion and a year-to-date increase of 23.72% [2]. - Bojie Co. (002975) saw a 10% increase, with a market cap of 7.672 billion and a year-to-date increase of 59.53% [2]. - Hongya CNC (002833) increased by 10%, with a market cap of 8.306 billion and a year-to-date increase of 19.19% [2]. - Zhongjian Technology (002779) rose by 10%, with a market cap of 19.5 billion and a year-to-date increase of 117.24% [2]. - Ningbo Yunsheng (600366) increased by 9.99%, with a market cap of 17.3 billion and a year-to-date increase of 114.73% [2]. - Rongtai Health (603579) rose by 9.99%, with a market cap of 7.674 billion and a year-to-date increase of 202.92% [2]. - Inner Mongolia First Machinery (600967) saw a 9.98% increase, with a market cap of 49.1 billion and a year-to-date increase of 240.85% [2]. - Xiangxin Technology (002965) increased by 9.98%, with a market cap of 12.2 billion and a year-to-date increase of 75.85% [2]. - Dongjie Intelligent (300486) rose by 9.85%, with a market cap of 8.034 billion and a year-to-date increase of 160.96% [2]. - Anfu Technology (603031) increased by 9.76%, with a market cap of 6.883 billion and a year-to-date increase of 15.05% [2]. - Furi Electronics (600203) rose by 9.63%, with a market cap of 11.3 billion and a year-to-date increase of 112.56% [2]. - Shenghong Technology (300476) saw a 9.32% increase, with a market cap of 204.5 billion and a year-to-date increase of 465.60% [2].