长城军工(601606)今日上涨2.21%，全天换手率15.04%，成交额77.21亿元，振幅16.36%。龙虎榜数据显 示，沪股通净买入1.17亿元，营业部席位合计净卖出824.86万元。 上交所公开信息显示，当日该股因日振幅值达16.36%上榜，沪股通净买入1.17亿元。 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9.10亿元，其中，买入成交额为5.09亿 元，卖出成交额为4.01亿元，合计净买入1.09亿元。 具体来看，今日上榜的营业部中，沪股通为第二大买入营业部，买入金额为1.17亿元，合计净买入1.17 亿元。 近半年该股累计上榜龙虎榜14次，上榜次日股价平均涨3.27%，上榜后5日平均涨24.15%。 资金流向方面，今日该股主力资金净流出3.49亿元，其中，特大单净流出2.06亿元，大单资金净流出 1.42亿元。近5日主力资金净流出3.85亿元。 （文章来源：证券时报网） 融资融券数据显示，该股最新（8月29日）两融余额为7.73亿元，其中，融资余额为7.63亿元，融券余额 为919.96万元。近5日融资余额合计增加2.59亿元，增幅为51.33%。融券余额合计减少42.52万元，降 ...

Group 1 - The military equipment restructuring concept declined by 1.36% as of the market close on September 1, ranking among the top declines in the concept sector, with companies like Construction Industry, Hunan Tianyan, and Huachuang Technology experiencing significant drops [1] - The military equipment restructuring concept saw a net outflow of 1.215 billion yuan from main funds today, with 7 stocks experiencing net outflows, and 5 stocks seeing outflows exceeding 10 million yuan. The stock with the highest net outflow was Changan Automobile, which had a net outflow of 623 million yuan [2] - The top net outflow stocks in the military equipment restructuring concept included Changan Automobile, Changcheng Military Industry, Construction Industry, and Hunan Tianyan, with net outflows of 623 million yuan, 349 million yuan, 196 million yuan, and 19.375 million yuan respectively [2] Group 2 - The military equipment restructuring concept was among the worst-performing sectors today, alongside other declining concepts such as Internet Insurance and Domestic Aircraft Carriers, which fell by 0.69% and 0.68% respectively [2] - The trading volume for Changan Automobile was 1.90%, while the trading volume for Changcheng Military Industry was 15.04%, indicating varying levels of investor interest within the sector [2]

长城军工涨5.94%，报73.28元/股，股价再创新高，总市值突破530.71亿元，成交额达59.03亿元。（第 一财经AI快讯） ...

Core Viewpoint - The company announced the resignation of its Vice Chairman, Gao Shenbao, due to retirement age, effective August 31 [1] Company Summary - Gao Shenbao has submitted a written resignation report, stepping down from all positions including Director, Vice Chairman, and member of the Board's Strategic Committee [1] - As of the date of the announcement, Gao Shenbao did not hold any shares in the company [1]

证券代码：601606 证券简称：长城军工 公告编号：2025-039 安徽长城军工股份有限公司 关于副董事长及董事辞职的公告 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。 （一）提前离任的基本情况 | 姓名 | 离任职务 | 离任时间 | | 原定任期 | | 离任原因 | 是否继续在上市公司 | 具体职务 | 是否存在未履行 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 到期日 | | | 及其控股子公司任职 | （如适用） | 完毕的公开承诺 | | | 董事 | | | 2027 | 年 | | | | | | | | 2025 | 年 | | | | | | | | 高申保 | 副董事长 | | | | | 到龄退休 | 否 | 无 | 否 | | | | 8 月 31 日 | | 7 月 | 28 日 | | | | | | | 战略委员会委员 | | | | | | | | | （二）离任对公司的影响 高申保先 ...

长城军工公告，公司董事会于2025年8月31日收到副董事长高申保的书面辞职报告。高申保因到龄退 休，辞去副董事长、董事及董事会战略委员会委员职务。其辞职未影响董事会正常运行，公司将继续完 成董事选举及补选工作。高申保未持有公司股份，不存在未履行承诺。公司将尽快填补空缺，确保董事 会运作顺畅。 ...

Core Viewpoint - Changcheng Military Industry (601606) announced the resignation of Gao Shenbao from all positions including Vice Chairman and member of the Strategic Committee due to retirement [1] Company Summary - Gao Shenbao applied for resignation from the fifth board of directors, including his roles as Vice Chairman and member of the Strategic Committee [1]

Market Overview - The Shanghai Composite Index rose by 0.37% on August 29, with 17 out of the 28 sectors experiencing gains, led by the comprehensive and electric equipment sectors, which increased by 3.86% and 3.12% respectively [1] - The defense and military industry saw an increase of 0.76% [1] - The sectors with the largest declines were household appliances and transportation, which fell by 1.82% and 1.69% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 69.47 billion yuan across the two markets, with 7 sectors experiencing net inflows [1] - The electric equipment sector led the net inflow with 3.12% increase and a total inflow of 3.13 billion yuan, followed by the food and beverage sector with a 2.42% increase and an inflow of 1.63 billion yuan [1] - The computer sector had the largest net outflow, totaling 17.30 billion yuan, followed by the electronics sector with a net outflow of 13.11 billion yuan [1] Defense and Military Industry Performance - The defense and military industry had a net inflow of 919 million yuan, with 76 out of 139 stocks in the sector rising [2] - The top three stocks with the highest net inflow were China Satellite Communications with 916 million yuan, Great Wall Military with 301 million yuan, and North Navigation with 261 million yuan [2] - The sector also had 6 stocks with net outflows exceeding 100 million yuan, led by Guangqi Technology with a net outflow of 754 million yuan [4] Top Gainers in Defense and Military Industry - The top gainers in the defense and military sector included: - China Satellite Communications: +8.82%, turnover rate 5.38%, net inflow 915.68 million yuan - Great Wall Military: +10.00%, turnover rate 15.52%, net inflow 301.08 million yuan - North Navigation: +5.79%, turnover rate 9.31%, net inflow 261.12 million yuan [2] Top Losers in Defense and Military Industry - The top losers in the defense and military sector included: - Guangqi Technology: -1.50%, turnover rate 2.66%, net outflow 754.39 million yuan - Jingjia Micro: -3.30%, turnover rate 6.56%, net outflow 271.68 million yuan - China Satellite: +1.90%, turnover rate 11.46%, net outflow 126.12 million yuan [4]

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase of 3.57%, leading the concept sector in terms of growth [1][2] - Within the military equipment restructuring sector, six stocks experienced gains, with Changcheng Military Industry hitting the daily limit, and other notable performers including Construction Industry and Hunan Tianyan, which rose by 5.05% and 4.32% respectively [1][2] Group 2 - The military equipment restructuring sector had a net outflow of 231 million yuan in main funds today, despite three stocks experiencing net inflows, with Changcheng Military Industry leading at 301 million yuan [2][3] - The main fund inflow ratios for leading stocks in the military equipment restructuring sector are as follows: Huaqing Technology at 7.83%, Construction Industry at 5.39%, and Changcheng Military Industry at 4.03% [3]

Core Viewpoint - The defense and military industry sector is experiencing significant upward momentum, driven by increased trading activity and positive fundamental developments, particularly in the context of the National Defense Military ETF (512810) [1][4][6]. Trading Activity - On August 29, the market showed strong performance, with the National Defense Military ETF (512810) rising by 1.2%, reaching a new three-and-a-half-year high, with a trading volume of 1.62 billion yuan [1]. - The ETF has seen a continuous inflow of capital, with over 1.1 billion yuan raised in the previous four days alone [1]. - The ETF's trading volume for the week reached 9.27 billion yuan, marking a new high since its inception nine years ago [4]. Stock Performance - Several constituent stocks of the National Defense Military ETF experienced significant price movements, with Longcheng Military and AVIC Chengfei both hitting their daily limit up, while China Satellite and other stocks also saw notable gains [3]. - The ETF's performance is reflected in the fact that 60 out of 72 disclosed military stocks reported profits in the first half of the year, with over 83% achieving positive net income growth [6][7]. Fundamental Developments - The recent rally in the defense sector is attributed to a recovery in the fundamental performance of companies, with many reporting improved earnings in their mid-year reports [6]. - The outlook for military orders is positive, with expectations for continued growth through the third and fourth quarters of 2025, supported by the "14th Five-Year Plan" for equipment development [6]. - Notably, some companies reported substantial increases in net profit, with Aerospace Science and Technology's net profit surging over 21 times [6][7]. Market Sentiment - The National Defense Military ETF (512810) has become a popular investment tool, covering various sectors including commercial aerospace, low-altitude economy, and military AI, making it an efficient way to invest in core defense assets [8].