智通财经8月4日电，军工板块日内扩大涨幅，北方长龙涨超15%，此前长城军工、国机精工涨停，均创 历史新高，恒宇信通、智明达、陕西华达、振芯科技、江航装备、盟升电子等多股涨幅靠前。消息面 上，财通证券指出，地缘冲突加剧强化各国安全诉求，全球军费开支进入上行周期，带动军贸市场持续 扩容，叠加国产替代能力提升，军贸逻辑有望驱动板块重估。 军工股涨势扩大 北方长龙等多股创历史新高 ...

军工板块4日盘中强势拉升，截至发稿，爱乐达20%涨停，万里马涨超15%，科思科技涨超13%，凯格精 机涨超10%，长城军工涨停再创历史新高。 中航证券指出，当前，"十四五"规划已步入收官冲刺阶段，八一建军节、"九三"阅兵等多重时间坐标的 叠加，正推动军工板块迎来前所未有的格局重塑。从市场表现来看，军工板块近期呈现月线三连阳的强 势走势，叠加"九三"阅兵的催化效应，板块短期出现冲高行情。在连续上涨后，部分资金或将短期获利 了结、落袋为安，板块短期内或将面临一定的波动压力。 但抛开短期市场情绪扰动，军工行业的长期逻辑依旧坚实且清晰。该机构认为，行业的核心驱动力源 于"把人民军队建成世界一流军队"这一战略定性，这构成2027年、2035年、2050年三阶段目标的底层逻 辑，标志着军工又一个黄金时代的序幕开启。在这一战略指引下，军工行业或将彻底告别此前单纯依靠 事件驱动的周期性波动模式，进入成长与价值并重、景气度持续提升的发展新阶段。 （文章来源：证券时报网） ...

Core Viewpoint - The A-share market saw a significant rally in military stocks, with several companies experiencing substantial price increases, driven by news regarding Pakistan's military modernization efforts and the acquisition of Chinese-made helicopters [1][2]. Group 1: Stock Performance - Aileda (300696) reached a 20% limit up, with a total market value of 8.83 billion and a year-to-date increase of 93.95% [2]. - Kesi Technology (688788) surged by 17.18%, with a market cap of 11.2 billion and a year-to-date increase of 232.98% [2]. - Wanlima (300591) rose by 12.58%, with a market value of 5.12 billion and a year-to-date increase of 207.06% [2]. - Kaige Precision (301338) increased by 11.17%, with a market cap of 6.15 billion and a year-to-date increase of 86.28% [2]. - Beifang Changlong (301357) saw a 10.30% rise, with a market value of 10 billion and a year-to-date increase of 217.39% [2]. - Other notable performers included Changcheng Electric (600192) and Changcheng Military Industry (601606), both hitting the 10% limit up [1]. Group 2: Military Modernization News - On August 2, Pakistan's military announced the integration of Chinese-made Z-10ME attack helicopters into its army aviation units, aimed at enhancing defense modernization [1]. - The Z-10ME helicopters are equipped with advanced radar systems and cutting-edge electronic warfare suites, significantly improving Pakistan's capability to address various aerial and ground threats [1].

Group 1 - The aerospace ETF Tianhong (159241) has seen a recent increase of 2.33%, rebounding after two touches of the 20-day moving average, with a trading volume of 240.35 million yuan [2] - The ETF has accumulated a 4.41% increase over the past month, ranking first among comparable funds [2] - In terms of net inflow, the ETF has attracted a total of 60.56 million yuan over the past five days, also leading among similar products [2] Group 2 - Shenzhen has released a plan to build a high-quality low-altitude infrastructure, aiming to establish itself as the "global low-altitude economy capital" by 2026, with an expected economic output of over 130 billion yuan [3] - The commercial aerospace sector is expected to continue being driven by satellite constellation construction and commercial launches, with a positive outlook for mid-term performance in satellite manufacturing [3] - The aerospace ETF is seen as an efficient way for ordinary investors to participate in the military industry investment [3] Group 3 - The aerospace ETF Tianhong (159241) closely tracks the National Aerospace and Aviation Industry Index, focusing on key areas such as aircraft and satellite industries [4] - The index has a high concentration of defense and military stocks, with 98.2% of its constituents belonging to the defense industry [5] - The index also has the highest exposure to drone-related companies in the market, making it a leader in this segment [6] Group 4 - The index covers the aerospace industry chain comprehensively, with over 69% weight in aerospace, aviation, and naval equipment [7] - The technology attributes of the index constituents are stronger, aligning with the trend of high-end development in the military and aerospace sectors [8] - Revenue growth expectations for the index in 2025 are projected to exceed those of traditional military indices [9]

Group 1 - The military industry sector is experiencing a strong performance, with various concepts such as military information technology, aircraft carriers, large aircraft, commercial aerospace, and military-civilian integration seeing collective gains [1] - As of 9:48 AM, the Aerospace ETF (159227) rose over 2.45%, with stocks like Great Wall Industry and Aerospace Electronics hitting the daily limit, and Zhenxin Technology increasing by over 8% [1] - The BeiDou-3 global satellite navigation system has shown significant growth, with its scale increasing from 403.3 billion yuan in 2020 to an expected 570 billion yuan in 2024, and projected to exceed 600 billion yuan by the end of this year, marking a 50% expansion [1] Group 2 - Pacific Securities indicates that the military industry is likely to emerge from a two-year period of stagnation, entering a phase of comprehensive recovery [2] - The military sector may experience a "Davis Double-Click" phase, characterized by improved performance and valuation uplift as orders normalize and are gradually released [2] - Key areas of focus include advanced fighter jets, low-altitude economy, domestic large aircraft, satellite internet, and deep-sea technology, particularly in companies with strong competitive positions and high technological barriers [2]

| 代码 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | | 300696 | 爰乐达 | 20.00 | 88.30亿 | 93.95 | | 688788 | 科思科技 | 17.18 | 112亿 | 232.98 | | 300591 | 万里马 | 12.58 | 51.20亿 | 207.06 | | 301338 | 凯格精机 | 11.17 | 61.52亿 | 86.28 | | 301357 | 北方长龙 | 10.30 | 100亿 | 217.39 | | 600192 | 长城电工 | 10.03 | 47.97亿 | 88.21 | | 601606 | 长城军工 | 10.00 | 281亿 | 230.19 | | 600879 | 航天电子 | 9.99 | 356亿 | 21.10 | | 002484 | 江海股份 | 9.71 | 222亿 | 50.59 | | 002097 | 山河智能 | 9.58 | 167亿 | 107.86 | | 300830 | 金现代 | 9.19 | 53.16 ...

Group 1 - The A-share market saw a collective decline on August 4, with the military industry sector performing strongly, showing resilience against the market downturn [1] - The Aerospace ETF (159227) recorded a rise of 1.31%, with key holdings such as Great Wall Military, Aerospace Electronics, and Zhenxin Technology increasing by over 7% [1] - The Russian Ministry of Defense reported significant military actions against Ukrainian infrastructure, highlighting the increasing importance of air power in modern warfare and the high technological barriers in the military industry [1] Group 2 - The Aerospace ETF (159227) tracks the National Aerospace Index, which has a strong military attribute, with 97.86% of the index comprising military-related sectors [1] - The weight of aerospace equipment in the ETF is 66.8%, significantly higher than that of the CSI Military and CSI National Defense indices, providing investors with an efficient way to capture core military aerospace opportunities [1] - Zhejiang Securities predicts that ongoing geopolitical conflicts will lead to a reassessment of the value of China's defense and military enterprises, as military exports gain practical validation in overseas conflicts [2]

军工板块持续拉升，长城军工涨停，爱乐达、航天电子此前涨停，北方长龙涨超10%，晟楠科技、建设 工业、新余国科、江航装备、内蒙一机跟涨。 ...

军工股早盘再度走高， 创业板 爱乐达 拉升 触及涨停， 长城军工、 航天电子、 建设工业、 北方长龙等 纷纷冲高。 ...

最近三个交易日，30日-1日，长城军工分别获融资买入2.59亿元、3.70亿元、3.23亿元。 融券方面，当日融券卖出0.08万股，净卖出0.07万股。 8月1日，沪深两融数据显示，长城军工获融资买入额3.23亿元，居两市第36位，当日融资偿还额3.29亿 元，净卖出687.97万元。 ...