| 分时 多日 = | F9 帝前魯后 晉加 九詩 國线 丁具 (2) > | 国际空间中心 | 0 7 5 +0.004 +0.56% | 512810[国防军工ETF] 10:46 价 0.715 涨跌 0.004(0.56 ... | LAND TO THE LEAST OF CHANGE OF THE CONTRACT AND THE CONTRACT CONTR | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.716 | 0.70% | | | | | | | | | | | | | | | | | | | 用融/ ● + | SSE CNY 10:46:00 交易中 | 0.714 | 华宝中证军工ETF | 净值走势 | 申旋清单 | | | | | | | | | | | | | | | 委北 | 3.78% 型 | 10357 | 最小申赎单位份额 ...

Group 1 - The defense and military industry sector showed mixed performance, with Longcheng Military experiencing a drop of over 8% and Aerospace Science and Technology hitting the daily limit down, while commercial aerospace and low-altitude economy stocks rebounded, with Feiliwa rising over 12% to reach a historical high [1] - The National Defense and Military ETF (512810) managed to turn positive during trading, indicating strong buying interest, with over 44 million yuan of funds added on dips [1][3] - As the A-share market enters a period of intensive semi-annual report disclosures, the alignment between expectations and actual performance in the defense and military sector will be crucial for sustained growth [3] Group 2 - Three constituent stocks of the National Defense and Military ETF (512810) have released their mid-year reports for 2025, with Yingliu Co. and Xiangdian Co. achieving double-digit revenue growth year-on-year, while Haige Communication barely made a profit, with net profit down over 98% [3][4] - Recent institutional reports have highlighted the importance of the upcoming military parade as a potential catalyst for the sector, noting that previous parades from 2015 to 2019 saw a pulse-like increase in the defense and military stocks [4] - The National Defense and Military ETF (512810) covers various popular themes including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion, serving as an efficient tool for investing in core assets of the defense and military sector [5]

Market Overview - A-shares turned negative on Thursday afternoon, with military stocks experiencing significant declines; Hong Kong stocks opened high but closed lower, with major tech stocks mostly down[3] - European markets rose broadly, buoyed by hopes for US-Russia negotiations, while US PPI exceeded expectations, leading to stabilization in major indices[3][4] Economic Indicators - The US July PPI increased by 3.3% year-on-year, marking the fastest growth in three years, which diminished expectations for Federal Reserve rate cuts[8][31] - The US dollar index rose alongside US Treasury yields, while international gold prices fell[4][28] Defense Spending in Europe - Nearly 30 European countries committed to raising defense spending to 5% of GDP by 2025, with 3.5% allocated for core defense and 1.5% for broader security[5] - Approximately 46% of the projected $5.8 trillion increase in defense spending will be concentrated in Germany, the UK, and France[5] Investment Opportunities - Of the $2.9 trillion increase in core defense spending, about 23% is expected to be directed towards equipment purchases, benefiting local and US-Korean military contractors[5] - The broader security spending increase is anticipated to drive demand in energy and infrastructure sectors, particularly for critical materials and energy equipment[5] Stock Performance - JD.com reported a 22.4% year-on-year revenue increase to 356.7 billion RMB, but adjusted EBIT fell 92% to 896 million RMB, missing expectations[8] - The Hang Seng Index and the Hang Seng Tech Index both declined, with notable drops in large tech stocks[10] Global Market Trends - The Nikkei 225 index fell by 1.4%, while the Australian and Indonesian markets saw slight gains of 0.5%[22][23] - The S&P 500 and other major US indices showed minimal fluctuations, with the S&P 500 closing at 6,468.5 points, up 0.03%[7] Commodity Prices - International crude oil prices rebounded by 2% from two-month lows, with NYMEX crude oil closing at $63.96 per barrel[28] - Gold prices fell by 0.74% to $3,335.2 per ounce, reflecting the impact of rising US Treasury yields[28] Fixed Income Market - US Treasury yields rose across the board, with the 10-year yield increasing to 4.28%[31] - Asian bond markets remained strong, with investment-grade bond spreads narrowing across the region[31]

Group 1 - The article lists several companies under monitoring for stock price fluctuations, indicating potential investment opportunities or risks [1] - Companies mentioned include Chunzhong Technology, Sino Medical, Great Wall Military Industry, Dongxin Co., Beifang Changlong, and Dongjie Intelligent [1] - Monitoring periods for these companies range from August 5, 2025, to August 28, 2025, with specific fluctuation start dates noted for some [1]

8月14日，上证指数下跌0.46%，深证成指下跌0.87%，创业板指下跌1.08%。盘后龙虎榜数据显示，共有51只个股 因当日异动登上龙虎榜，资金净流入最多的是四方精创（300468.SZ），达9.47亿元。 据21投资通智能监测，23只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及17只。 9.47亿资金抢筹四方精创，4.94亿资金出逃长城军工 51只上榜的龙虎榜个股中，28只个股被净买入，23只个股被净卖出。其中，资金净买入最多的是四方精创，达 9.47亿元，占总成交金额的12.37%。四方精创当日收盘上涨15.29%，换手率为32.37%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 四方精创 | 15.29% | 94705 | 12.37% | 32.37% | 买一主买,成功率4 | | | | | | | 6.78% | | 华胜天成 | 10.01% | 29342 | 4.83% | 32.11% | 买一主买,成功率 ...

长城军工(601606)今日下跌7.12%，全天换手率18.37%，成交额85.85亿元，振幅19.98%。龙虎榜数据显 示，沪股通净卖出1.61亿元，营业部席位合计净卖出3.34亿元。 上交所公开信息显示，当日该股因日振幅值达19.98%上榜，沪股通净卖出1.61亿元。 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13.13亿元，其中，买入成交额为4.09亿 元，卖出成交额为9.04亿元，合计净卖出4.94亿元。 具体来看，今日上榜的营业部中，沪股通为第三大卖出营业部，卖出金额为1.61亿元，合计净卖出1.61 亿元。 近半年该股累计上榜龙虎榜12次，上榜次日股价平均涨4.16%，上榜后5日平均涨29.01%。 买一 国信证券股份有限公司浙江互联网分公司 13223.41 买二 东方财富证券股份有限公司拉萨东环路第二证券营业部 7689.40 买三 东方财富证券股份有限公司拉萨团结路第一证券营业部 6883.65 买四 东方财富证券股份有限公司拉萨金融城南环路证券营业部 6811.13 买五 东方财富证券股份有限公司拉萨东环路第一证券营业部 6339.18 资金流向方面，今日该股主力资金净流出1 ...

Market Overview - The two markets experienced a significant net outflow of 37.726 billion yuan, with 1,510 stocks seeing net inflows and 3,419 stocks experiencing net outflows [1] - The Shanghai Composite Index closed down by 0.46% [1] Industry Analysis - Among the Shenwan first-level industries, four sectors saw net inflows from large orders, with the computer sector leading at a net inflow of 999.7 million yuan, despite a 0.57% decline in its index [1] - The non-bank financial sector also saw a net inflow of 625 million yuan and an increase of 0.59% [1] - The defense and military industry had the highest net outflow, totaling 5.890 billion yuan, followed by machinery equipment with a net outflow of 4.422 billion yuan [1] Individual Stock Performance - A total of 34 stocks had net inflows exceeding 200 million yuan, with Huasheng Tiancheng leading at 1.585 billion yuan [2] - Other notable stocks with significant net inflows include Ningde Times at 1.441 billion yuan and Sifang Jingchuang at 1.224 billion yuan [2] - Stocks with the highest net outflows included Changcheng Military Industry at 1.299 billion yuan and China Great Wall at 1.045 billion yuan [2][4] Stock Price Movements - Stocks with net inflows over 200 million yuan saw an average increase of 7.32%, outperforming the Shanghai Composite Index [2] - Specific stocks that closed at their daily limit include Changcheng Securities and COFCO Sugar [2] Sector Concentration - The stocks with the highest net inflows were concentrated in the computer, non-bank financial, and electronics sectors, with 8, 4, and 4 stocks respectively [2]

融资融券数据显示，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，融券余额 为1049.85万元。近5日融资余额合计增加1424.21万元，增幅为2.41%。融券余额合计增加323.07万元， 增幅44.45%。 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13.13亿元，其中，买入成交额为4.09亿 元，卖出成交额为9.04亿元，合计净卖出4.94亿元。 具体来看，今日上榜的营业部中，沪股通为第三大卖出营业部，卖出金额为1.61亿元，合计净卖出1.61 亿元。 4月26日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。 长城军工(601606)今日下跌7.12%，全天换手率18.37%，成交额85.85亿元，振幅19.98%。龙虎榜数据显 示，沪股通净卖出1.61亿元，营业部席位合计净卖出3.34亿元。 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-2500.00万元，同比变动区间为 25.55%~36.91%。（数据宝） 上交所公开信息显示，当日该股因日振幅值达19.98 ...

格隆汇8月14日｜此前10天7板涨停的长城军工(601606.SH)今日早盘股价飙升逾7%创下历史新高，但最终收跌7.12%，换手率18.37%，成交额85.85亿元。龙 虎榜数据显示，沪股通位列卖三席位，卖出1.61亿元；中国银河杭州双龙街位列卖一席位，卖出2.8亿元；华鑫证券上海光复路位列卖二席位，卖出2.75亿 元。上榜席位全天买入4.09亿元，卖出9.04亿元，合计净卖出4.94亿元。(格隆汇) | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 1 | 中国银河证券股份有限公司杭州双龙街证券营业部 | 9次 55.56% (2) | | | | 2 | 华鑫证券有限责任公司上海光复路证券营业部 | 87次 44.83% | | | | 3 | 沪股通专用 | 442次 44.80% | | | | 4 | 中国国际金融股份有限公司北京建国门外大街证券营业部 | 62次 37.10% | | | | 5 | 国信证券股份有限公司浙江互联网分公司 | 287次 28.57% | | | | | (买入前5名与卖出 ...

截至8月14日收盘，兵装重组概念下跌4.69%，位居概念板块跌幅榜前列，板块内，建设工业、长城军 工、华强科技等跌幅居前。 兵装重组概念资金流出榜 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 电子身份证 | 1.44 | 兵装重组概念 | -4.69 | | 芬太尼 | 1.24 | 中船系 | -4.10 | | 脑机接口 | 0.92 | 房屋检测 | -3.26 | | 数字货币 | 0.74 | 共封装光学(CPO) | -3.07 | | 跨境支付(CIPS) | 0.67 | 特钢概念 | -3.04 | | 移动支付 | 0.48 | 成飞概念 | -2.98 | | 蚂蚁金服概念 | -0.01 | PET铜箔 | -2.95 | | 高压氧舱 | -0.04 | 太赫兹 | -2.85 | | 期货概念 | -0.20 | F5G概念 | -2.83 | | 国产操作系统 | -0.22 | 光刻胶 | -2.74 | 资金面上看，今日兵装重组概念板块获主力资金净流出25.00亿元，其中，7股获主力资金净流出，5 ...