8月13日晚间，长城军工披露公告称，公司基本面未发生重大变化，但近期公司股票价格脱离公司基本 面，如公司股价进一步上涨，可能申请停牌核查。 交易行情显示，7月31日—8月13日这10个交易日内，长城军工累计斩获7个涨停板，区间累计涨幅 115.1%，同期大盘涨幅1.87%。 北京商报讯（记者 马换换 王蔓蕾）8月14日，长城军工（601606）平盘开盘，开盘后公司股价迅速冲 高，盘中一度涨超7%。随后，公司股价闪崩跳水，盘中股价触及61.05元/股，逼近跌停价61.04元/股。 截至北京商报记者发稿，长城军工跌幅有所收窄。公司股价跌幅4.53%，报64.75元/股。 ...

长城军工股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有13个交易日股价刷新历史 纪录。截至09:33，该股目前上涨3.95%，股价报70.50元，成交1647.79万股，成交金额11.62亿元，换手 率2.28%，该股最新A股总市值达510.58亿元，该股A股流通市值510.58亿元。 证券时报·数据宝统计显示，长城军工所属的国防军工行业，目前整体涨幅为0.02%，行业内，目前股价 上涨的有30只，涨幅居前的有烽火电子、中航光电、*ST奥维等，涨幅分别为10.00%、8.61%、5.00%。 股价下跌的有108只，跌幅居前的有航天长峰、利君股份、恒宇信通等，跌幅分别为4.72%、4.31%、 3.81%。 两融数据显示，该股最新（8月13日）两融余额为6.16亿元，其中，融资余额为6.06亿元，近10日增加 1.34亿元，环比增长28.37%。 公司发布的一季报数据显示，一季度公司共实现营业收入1.48亿元，同比增长5.09%，实现净利 润-5425.34万元，同比下降55.14%，基本每股收益为-0.0700元。 7月11日公司发布上半年业绩预告，预计实现净利润-2950.00万元至-2500 ...

长城军工盘初闪崩，一度逼近跌停，现跌超5%。 ...

Group 1 - Great Wall Military Industry opened flat after 10 consecutive days of gains [1] - Beiwai Technology, a robotics concept stock, opened up 0.79% after 8 days of gains [1] - Zhongma Transmission opened down 2.88% after 11 days of gains [1] Group 2 - Hongtong Gas, a local stock in Xinjiang, opened up 6.02% after 7 days of gains [1] - Xinjiang Communications Construction opened down 2.18% after 4 consecutive days of gains [1] - Jishi Media, in the film and television sector, opened up 4.17% after 8 days of gains [1] Group 3 - Furi Electronics, in the consumer electronics sector, opened down 2.88% after 8 days of gains [1] - Haili Co., part of the chip industry chain, opened down 4.67% after 6 days of gains [1] - Wantong Development opened up 4.93% after 4 consecutive days of gains [1] Group 4 - Aerospace Technology, a commercial aerospace concept stock, opened up 4.84% after 7 days of gains [1] - Chunzhong Technology, in the liquid cooling IDC concept, opened up 3.62% after 10 days of gains [1]

8月14日，A股市场再度迎来投资风险提示。长城军工连续10个交易日内股价涨幅偏离值累计超过100%，公司发布严重异常波动公告。该股自7月31日至8月 13日期间表现异常活跃，引发监管层关注。与此同时，多家上市公司也相继发布风险提示公告，提醒投资者理性参与交易。 作者：观察君 多家公司集中发布投资风险警示 除长城军工外，吉视传媒也在同期发布异动公告。该公司股票在8月7日至8月13日期间连续5个交易日涨停，累计涨幅较大。公司澄清称，经自查不涉及"国 资云"相关业务，也不参与投资目前上映的影片。 针对投资者关注的电影《731》投资情况，吉视传媒表示公司出资比例极低。该投资预计对公司业绩几乎不构成重大影响，后续进展存在不确定性。这一澄 清旨在纠正市场对公司业务范围的误解。 创新医疗同样发布风险提示，该公司连续三个交易日收盘价格涨幅偏离值累计超过20%。公司持有博灵脑机40%股权，但强调博灵脑机产品尚未正式上市， 仅因与科研机构合作而销售少量产品。2023年和2024年，博灵脑机分别亏损660.17万元和866.41万元。 华康洁净则因董事长被采取留置措施发布公告。公司收到控股股东、实际控制人、董事长谭平涛家属通知，谭 ...

Group 1 - As of the end of July, the broad money supply (M2) in China reached 329.94 trillion yuan, a year-on-year increase of 8.8% [1] - The narrow money supply (M1) was 111.06 trillion yuan, growing by 5.6% year-on-year [1] - The cash in circulation (M0) amounted to 13.28 trillion yuan, with a year-on-year growth of 11.8% [1] - In the first seven months, net cash injection was 465.1 billion yuan, and new RMB loans increased by 12.87 trillion yuan [1] - The social financing scale increased by 23.99 trillion yuan in the first seven months, exceeding the previous year's figure by 5.12 trillion yuan [1] Group 2 - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have issued guidelines to prevent misleading marketing of advanced driver-assistance systems as autonomous driving systems [1] - Companies are required to avoid exaggerating vehicle performance in their advertisements to prevent consumer misuse [1] Group 3 - The National Development and Reform Commission has allocated 188 billion yuan in special long-term bonds to support equipment upgrades across various sectors, impacting approximately 8,400 projects and driving total investment over 1 trillion yuan [2] - Tencent Holdings reported second-quarter revenue of 184.5 billion yuan, a 15% year-on-year increase, with net profit rising 17% to 55.63 billion yuan [2] Group 4 - The International Energy Agency (IEA) forecasts a record oversupply in the global oil market next year, with OECD countries showing resilient oil demand due to lower prices [4] - Global crude processing is expected to reach an all-time high in August, with observable oil inventories hitting a 46-month peak in June [4] Group 5 - The U.S. stock market saw significant gains, with the Dow Jones and S&P 500 reaching new historical highs, driven by expectations of interest rate cuts by the Federal Reserve [5] - The Nasdaq China Golden Dragon Index rose by 2.08%, with notable increases in shares of companies like Niu Technologies and Pony.ai [5]

新京报贝壳财经讯 8月13日，10天7板长城军工公告，公司A股股票价格于2025年8月11日、8月12日、8 月13日连续3个交易日内日均收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。截至2025年8 月13日收盘，公司股票连续10个交易日内(2025年7月31日至8月13日)收盘价格涨幅偏离值累计超过 100%，属于股票交易严重异常波动情况。公司基本面未发生重大变化，但近期公司股票价格脱离公司 基本面，投资者参与交易可能面临较大风险，如公司股价进一步上涨，公司可能申请停牌核查。 ...

Macro Dynamics - The State Administration for Market Regulation and the Ministry of Industry and Information Technology issued a draft notice emphasizing that driver assistance systems cannot be marketed as autonomous driving systems, requiring clear safety prompts and usage instructions for consumers [2] - The People's Bank of China reported that RMB deposits increased by 18.44 trillion yuan in the first seven months of the year, with household deposits rising by 9.66 trillion yuan [3][4] Financial Institutions - The approval for Ching Sze Wan Winnie to serve as the chairman of HSBC Life Insurance has been granted by the Shanghai Regulatory Bureau of the National Financial Regulatory Administration [7] Market Data - The Shanghai Composite Index rose by 0.48%, while the ChiNext Index increased by 3.62% on August 13, with a total market turnover of approximately 215.09 billion yuan [11] - The financing balance of the two markets increased by 8.09 billion yuan, with the Shanghai Stock Exchange reporting a balance of 1.0256 trillion yuan and the Shenzhen Stock Exchange reporting 988.21 billion yuan [12] Company Dynamics - Great Wall Military Industry experienced a significant stock price increase, achieving seven limit-up days in ten trading days, prompting a warning about potential stock trading anomalies [14][15] - Yandong Micro announced a reduction in the National Integrated Circuit Fund's shareholding from 7.07% to 6.99% [16] - CATL declared a cash dividend of 10.07 yuan per 10 shares for the first half of 2025, with a total payout of 4.411 billion yuan [17] - Jiangte Electric reported multiple mining and exploration rights in Yichun, with lithium resources exceeding 100 million tons, highlighting its significant lithium mining capabilities [22]

Core Viewpoint - The stock price of Changcheng Military Industry has experienced significant volatility, with a cumulative increase of over 100% in the last 10 trading days, raising concerns about potential risks and the possibility of a trading suspension if the price continues to rise [1][2]. Group 1: Stock Performance and Market Reaction - On August 13, Changcheng Military Industry's stock price hit the limit up for the seventh time in nearly 10 trading days, with a cumulative increase of 425.33% since June 13, significantly outpacing the 20.92% increase in the military industry and the 8.25% increase in the Shanghai Composite Index during the same period [2]. - The stock closed at 67.82 yuan per share on August 13, at a historical high, with a trading volume of 4.472 billion yuan, indicating high market activity [2][3]. - The company warned of a "hot market sentiment" and irrational speculation, describing the trading situation as a "musical chairs" effect, which poses a significant risk of a sharp decline in stock price [2]. Group 2: Financial Performance and Risks - For the fiscal year 2024, the company reported an operating income of 1.43 billion yuan, a year-on-year decrease of 11.42%, and a net profit attributable to shareholders of -363 million yuan, indicating limited profitability [2]. - The gross profit margin for the main business was -1.43%, reflecting ongoing operational challenges [2]. - The company projected a net profit for the first half of 2025 to be between -25 million and -29.5 million yuan, with a non-recurring net profit expected to be between -35 million and -41 million yuan [2]. Group 3: Valuation Concerns - As of August 13, the company's rolling price-to-book ratio was 22.61, significantly higher than the industry average of 5.70, indicating a risk of overvaluation [3]. - The stock's turnover rate was 9.42% on August 13, with a cumulative turnover rate of 37.35% over the last three trading days, suggesting high trading activity [3]. - The company confirmed that its production and operational activities were normal, with no significant changes affecting the abnormal stock price fluctuations [3].

Group 1 - Zhengfan Technology plans to acquire 62.23% equity of Hanjing Semiconductor for a total price of 1.12 billion yuan [1] - Yongji Co. is planning to acquire control of Nanjing Tena Fei Electronic Technology Co. through a combination of issuing shares and cash, with stock suspension expected to last no more than 10 trading days [2] - Aiwai Electronics reported a 71.09% year-on-year increase in net profit attributable to shareholders in the first half of 2025, despite a 13.4% decline in revenue [3] Group 2 - Huabei Pharmaceutical's net profit attributable to shareholders increased by 71.56% year-on-year in the first half of 2025, with a slight revenue growth of 0.84% [4] - Haichuang Pharmaceutical reported a revenue increase of 11,899.08% year-on-year, but incurred a net loss of 61.85 million yuan in the first half of 2025 [5] - Baiwei Storage announced that the National Integrated Circuit Fund II plans to reduce its stake by no more than 2% through block trading [6] Group 3 - Anlu Technology announced that several entities, including the National Integrated Circuit Fund, plan to collectively reduce their stake by no more than 3.25% [7] - Laimu Co.'s controlling shareholder plans to reduce its stake by no more than 3% within three months [8] - Changcheng Military Industry reported significant stock price fluctuations and may apply for a trading suspension if prices continue to rise [9] Group 4 - Beiwai Technology confirmed that its controlling shareholder has not engaged in any stock trading activities during a period of significant price fluctuations [10] - Liangpinpuzi's controlling shareholder is involved in a lawsuit with a disputed amount of 1.023 billion yuan, which may create uncertainties regarding control transfer [11]