| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601606 | 长城军工 | 46.27 | -2.36% | 51.24万 | 23.88亿 | | 301357 | 北方长龙 | 114.27 | -1.53% | 5.34万 | 6.14亿 | | 002519 | 银河电子 | 4.96 | -0.20% | 16.09万 | 7996.16万 | | 000576 | 甘化科工 | 10.86 | -0.09% | 6.65万 | 7261.63万 | | 600967 | 内蒙—机 | 18.85 | 0.05% | 41.28万 | 7.80亿 | | 000519 | 中兵红箭 | 17.80 | 0.17% | 23.22万 | 4.15亿 | | 600184 | 光电股份 | 18.01 | 0.39% | 6.00万 | 1.08亿 | | 600435 | 北方导航 | 13.83 | 1.02% | 31.00万 | 4.29 乙 | | 688543 | 国科室工 ...

老铁们，今天的龙虎榜数据看得我后背发凉！小鳄鱼单日狂买2.36亿三花智控，作手新一却割肉2.86亿砸盘长城军工——这种顶级游资的惊天分歧，绝对是 下半年行情的重要风向标！做了20年财经，帮主必须说透：这场多空对决背后，隐藏着主力调仓的核心逻辑。中长线玩家要想抓住机会，必须看懂这三层博 弈！ 一、资金动向：机构与游资罕见联手抢筹三条赛道 今日龙虎榜最重磅的信号是机构与游资首次在三大赛道形成共识： 1. 机器人产业链：小鳄鱼抢筹2.36亿三花智控，机构同步净买入9346万三七互娱——根本逻辑是特斯拉Optimus机器人量产倒计时+宇树科技IPO催化，核心 零部件企业订单能见度直达2026年Q1。 三、顶级游资战术解析 1. 小鳄鱼（三花智控2.36亿）： 2. 半导体国产替代：香农芯创获机构+游资合力爆买3.18亿，关键驱动是三星、SK海力士将DDR4生产计划延长至2026年，存储芯片供需缺口持续扩大。 3. 游戏AI应用：三七互娱获山东帮买入1.29亿，机构跟买9346万，核心原因是AI生成素材占比突破70%带来成本优化，二季度净利润同比增31%。 ⚠️ 二、危险信号：两大雷区遭资金集体抛弃 1. 军工板块血流 ...

长城军工(601606)今日下跌9.92%，全天换手率13.93%，成交额49.99亿元，振幅7.26%。龙虎榜数据显 示，沪股通净买入1.09亿元，营业部席位合计净卖出2.77亿元。 上交所公开信息显示，当日该股因日跌幅偏离值达-10.29%上榜，沪股通净买入1.09亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交9.05亿元，其中，买入成交额为3.68亿 元，卖出成交额为5.37亿元，合计净卖出1.68亿元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部，买入金额为1.09亿元，合计净买入1.09 亿元。 融资融券数据显示，该股最新（9月5日）两融余额为8.33亿元，其中，融资余额为8.24亿元，融券余额 为824.13万元。近5日融资余额合计增加6099.27万元，增幅为7.99%。融券余额合计减少95.83万元，降 幅10.42%。 8月26日公司发布的半年报数据显示，上半年公司共实现营业收入6.99亿元，同比增长29.55%，实现净 利润-2740.09万元。（数据宝） 长城军工9月8日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | ...

长城军工今日跌9.92%，成交额49.99亿元，换手率13.93%，盘后龙虎榜数据显示，沪股通专用席位买入 1.09亿元。作手新一席位净卖出2.86亿元。 ...

证券之星消息，9月8日地面兵装板块较上一交易日下跌2.5%，长城军工领跌。当日上证指数报收于 3826.84，上涨0.38%。深证成指报收于12666.84，上涨0.61%。地面兵装板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601606 | 长城军工 | 48.24 | -9.92% | 100.89万 | 49.99 Z | | 301357 | 北方长龙 | 113.98 | -4.96% | 7.46万 | 8.57亿 | | 600967 | 内蒙一机 | 19.20 | -2.09% | 76.84万 | 14.76 Z | | 600435 | 北方导航 | 13.92 | -0.64% | 54.78万 | 7.60亿 | | 688543 | 国科年工 | 47.30 | -0.59% | 4.63万 | 2.19亿 | | 30 ...

Core Viewpoint - The stock of Anhui Changcheng Military Industry Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative decline exceeding 20% over three consecutive trading days from September 3 to September 5, 2025 [2][4][8] Group 1: Stock Trading Abnormality - The company's stock price fell significantly, with a cumulative deviation of over 20% during the specified trading days, qualifying as an abnormal trading situation according to the Shanghai Stock Exchange rules [2][4][8] - The company confirmed that there were no undisclosed significant matters affecting the stock's trading fluctuations, following inquiries with its controlling shareholders and actual controllers [5][6] Group 2: Company Operations and Major Events - The company reported that its production and operational activities remain normal, with no significant changes impacting the stock's trading [5] - There are no undisclosed major events such as asset restructuring, share issuance, or significant business collaborations that could influence the stock price [5][6] Group 3: Media and Market Rumors - The company did not identify any media reports or market rumors that could have a significant impact on its stock price during the trading fluctuation period [6][7] Group 4: Board of Directors' Statement - The board confirmed that there are no undisclosed matters that should have been reported according to the Shanghai Stock Exchange regulations, and previous disclosures do not require corrections or supplements [9]

（编辑 李家琪） 证券日报网讯 9月5日晚间，长城军工发布公告称，公司股票于2025年9月3日、2025年9月4日、2025年9 月5日连续3个交易日内跌幅偏离值累计超过20%，属于股票交易价格异常波动情况。经公司自查并书面 函询公司控股股东及实际控制人，截至本公告披露日，公司、公司控股股东及实际控制人不存在影响公 司股票交易异常波动的应披露而未披露的重大信息。 ...

证券代码：601606 证券简称：长城军工 公告编号：2025-040 一、股票交易异常波动的具体情况 公司A股股票价格于2025年9月3日、2025年9月4日、2025年9月5日连续3个交 易日内跌幅偏离值累计超过20%，根据《上海证券交易所股票交易规则》的相关 规定，属于股票交易价格异常波动情况。 二、公司关注并核实的相关情况 （一）生产经营情况 安徽长城军工股份有限公司 股票交易异常波动公告 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： ● 股票交易异常波动情形。安徽长城军工股份有限公司（以下简称"长城军工"或" 公司"）股票于 2025 年 9 月 3 日、2025 年 9 月 4 日、2025 年 9 月 5 日连续 3 个交易 日内跌幅偏离值累计超过 20%，根据《上海证券交易所股票交易规则》的相关规定 ，属于股票交易价格异常波动情况。 ● 公司核查发现的重大事项和风险事项。经公司自查并书面函询公司控股股东及 实际控制人，截至本公告披露日，除已披露的信息外，公司、公司控股股东及实际 控制人不存在影 ...

Core Viewpoint - Longcheng Military Industry (601606) experienced a significant decline of 8.71% in its stock price, with a trading volume of 5.821 billion yuan and a turnover rate of 14.82% on the day of the report [1][2]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's watch list due to a daily price deviation of -9.95%, with a net buying amount of 22.4847 million yuan from brokerage seats [2]. - The top five brokerage seats accounted for a total transaction volume of 1.144 billion yuan, with buying transactions amounting to 583 million yuan and selling transactions at 561 million yuan, resulting in a net buying of 22.4847 million yuan [2]. - The largest buying brokerage was Guotai Junan Securities, with a purchase amount of 308.721 million yuan, while the largest selling brokerage was UBS Securities, with a selling amount of 210.294 million yuan [2][4]. Stock Performance - Over the past six months, the stock has appeared on the watch list 16 times, with an average price increase of 2.33% the day after being listed and an average increase of 18.12% over the following five days [3]. - On the day of the report, the stock saw a net outflow of 14.0587 million yuan in main funds, with a significant inflow of 290 million yuan from large orders and an outflow of 304 million yuan from larger orders [3]. Financial Performance - According to the semi-annual report released on August 26, the company achieved a revenue of 699 million yuan in the first half of the year, representing a year-on-year growth of 29.55%. However, it reported a net loss of 27.4009 million yuan [4]. - The latest margin trading data shows a total margin balance of 499 million yuan, with a financing balance of 489 million yuan and a securities lending balance of 8.2183 million yuan. Over the past five days, the financing balance decreased by 138 million yuan, a decline of 22.08%, while the securities lending balance decreased by 1.4024 million yuan, a decline of 14.58% [3].

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a decline of 1.14%, ranking among the top declines in the concept sector, with notable declines in stocks such as Changcheng Military Industry and Construction Industry [1][2] - Among the concept stocks, five experienced price increases, with Zhongguang Optical, Huachuang Technology, and Changan Automobile leading the gains at 1.60%, 1.36%, and 0.97% respectively [1][2] - The solid-state battery concept led the market with a gain of 6.90%, while other concepts like sodium-ion batteries and PET copper foil also performed well, indicating a mixed performance across different sectors [2] Group 2 - The military equipment restructuring concept saw a net outflow of 0.47 billion yuan in main funds, with Hunan Tianyan experiencing the largest outflow of 30.51 million yuan [2] - The stocks with the highest net outflows included Construction Industry and Changcheng Military Industry, with outflows of 25.21 million yuan and 14.05 million yuan respectively [2] - Conversely, the stocks with the highest net inflows included Changan Automobile, Dong'an Power, and Huachuang Technology, with inflows of 19.30 million yuan, 1.62 million yuan, and 1.39 million yuan respectively [2]