证券之星消息，7月31日地面兵装板块较上一交易日上涨3.1%，北方长龙领涨。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。地面兵装板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301357 | 北方长龙 | 102.95 | 17.22% | 15.74万 | | 14.82亿 | | 601606 | 长城军工 | 34.68 | 9.99% | 148.93万 | | 49.65 Z | | 600184 | 光电股份 | 20.95 | 6.56% | 50.88万 | | 10.60亿 | | 300875 | 捷强装备 | 46.01 | 5.05% | 14.82万 | | 6.67亿 | | 600967 | 内蒙一机 | 21.29 | 3.00% | 117.46万 | | 24.65 Z | | 600435 | 北方导航 | 17.88 | 2.82% | 147.27万 | | ...

作者：金股通 截至7月31日收盘回顾，主力资金流入前20的股票分别为：三六零（11.33亿元）、易点天下（8.89亿 元）、用友网络（8.81亿元）、诺德股份（8.05亿元）、神州数码（7.60亿元）、天风证券（7.20亿 元）、长城军工（6.84亿元）、剑桥科技（6.81亿元）、拓维信息（6.16亿元）、寒武纪U（5.79亿 元）、利欧股份（5.47亿元）、XD工业富（5.43亿元）、浪潮信息（5.03亿元）、长盈精密（4.92亿 元）、川润股份（4.51亿元）、南兴股份（4.20亿元）、安科生物（4.03亿元）、农业银行（3.73亿 元）、昆仑万维（3.65亿元）、华胜天成（2.85亿元）。 本文源自：金融界 ...

天眼查商业履历信息显示，安徽长城军工股份有限公司，成立于2000年，位于合肥市，是一家以从事通 用设备制造业为主的企业。企业注册资本72422.84万人民币，实缴资本70007.86万人民币。公司法定代 表人为涂荣。 通过天眼查大数据分析，安徽长城军工股份有限公司共对外投资了7家企业，参与招投标项目60次，知 识产权方面有商标信息11条，此外企业还拥有行政许可2个。 来源：金融界 金融界消息 截至2025年7月31日收盘，长城军工（601606）报收于34.68元，上涨9.99%，换手率 20.56%，成交量148.93万手，成交金额49.65亿元。 资金流向方面，今日主力资金净流入6.84亿元，占比成交额13.78%。其中，超大单净流入6.23亿元、占 成交额12.55%，大单净流入6089.48万元、占成交额1.23%，中单净流出流出42866.44万元、占成交额 8.63%，小单净流出25532.50万元、占成交额5.14%。 长城军工最新一期业绩显示，截至2025一季报，公司营业总收入1.48亿元、同比增长5.09%，归属净利 润5425.34万元，同比减少55.14%，扣非净利润6178.04万元， ...

Group 1 - The stock of Great Wall Military Industry in A-shares has hit the daily limit, reaching a historical high [1] - The trading volume for Great Wall Military Industry amounted to 4.806 billion yuan [1]

截至3月31日，长城军工股东户数6.12万，人均流通股1.18万股。 7月31日，长城军工盘中9.99%涨停，截至14:40，报34.68元/股，成交48.04亿元，换手率19.92%，总市 值251.16亿元。 资料显示，安徽长城军工股份有限公司位于安徽省合肥市经济技术开发区合掌路99号，公司是一家以军 品弹药研发、生产和销售为主营业务的军民融合型高新技术公司，是国内首家以军品弹药为主营业务上 市的企业，产品涵盖迫击炮弹、单兵火箭、引信等多个领域。公司通过控股子公司运作，长期保持在地 方军工行业中的领先地位，积极推进军民融合战略，持续加快高新武器装备的研发和产业升级。 2025年1月-3月，长城军工实现营业收入1.48亿元，同比增长5.09%；归属净利润-5425.34万元，同比减 少55.14%。 ...

长城军工（601606）触及涨停，股价创历史新高，成交额48.06亿元。 ...

Core Viewpoint - The defense and military industry sector is experiencing weakness amidst overall market decline, but there are signs of strong buying interest in specific ETFs and stocks, indicating potential future growth opportunities [1][3]. Group 1: Market Performance - On July 31, the defense and military sector showed weak fluctuations, with the defense military ETF (512810) dropping by 1% before recovering slightly, with real-time transactions exceeding 570 million yuan [1]. - The ETF saw over 55 million yuan in net subscriptions despite the market downturn, accumulating over 91 million yuan in the last three days [1]. - Major defense stocks, including China Shipbuilding and AVIC Heavy Machinery, fell by over 1%, while Long State Aerospace surged over 8%, reaching a historical high [1]. Group 2: Market Sentiment and Future Outlook - The overall market sentiment is poor, with the Shanghai Composite Index dropping nearly 1%, affecting large-cap stocks and dragging down the sector's performance [3]. - Analysts suggest that the defense and military sector is currently in a state with significant upward potential and limited downside risk, although short-term volatility may occur in rapidly rising sub-sectors [3]. - Upcoming events, such as the August 1 Army Day and the September 3 military parade, may act as catalysts for market performance [3]. Group 3: Investment Opportunities - The defense military ETF (512810) covers a range of themes, including traditional military forces and emerging technologies, making it a diversified investment option [4]. - The ETF underwent a share split in June, reducing the investment threshold by half, allowing access to core defense assets for under 70 yuan [4]. - The current environment is characterized by policy benefits and technological breakthroughs in the defense sector, with clear growth logic in military trade orders and military electronics [3].

Group 1 - A-shares experienced volatile trading on July 31, with sectors like optical modules, GPT, and AI computing gaining strength, while steel, non-ferrous metals, and coal industries lagged [1] - The aerospace ETF (159227) saw significant trading activity, with a transaction volume exceeding 66 million yuan, ranking first among similar products; key holdings like Aerospace Chenguang hit the daily limit, and other stocks also saw notable gains [1] - The aerospace ETF (159227) attracted over 400 million yuan in inflows in July, reaching a total size of 760 million yuan, marking a record high since its inception, with a growth of over 136% in the past month [1] Group 2 - Western Securities emphasized the importance of commercial aerospace investment opportunities, highlighting that the rapid development of low-orbit satellites and the capacity of commercial rockets are crucial for China's commercial aerospace sector [2] - The shift from state-owned entities to a diverse range of private companies in rocket design and manufacturing is noted, indicating a growing competitive landscape in the commercial launch market [2]

Core Insights - The article highlights the top 20 stocks with significant capital inflow as of July 31, with Tianfeng Securities leading at 787 million yuan [1] Group 1: Capital Inflow - Tianfeng Securities received an inflow of 787 million yuan [1] - Nord Shares followed with an inflow of 743 million yuan [1] - Yidian Tianxia attracted 700 million yuan in capital [1] - Yongyou Network saw an inflow of 679 million yuan [1] - 360 Technology had an inflow of 668 million yuan [1] - Cambridge Technology received 645 million yuan [1] - Inspur Information attracted 603 million yuan [1] - XD Industrial Wealth saw an inflow of 590 million yuan [1] - Leo Holdings received 566 million yuan [1] - Changying Precision attracted 514 million yuan [1] - Tianfu Communication saw an inflow of 432 million yuan [1] - Cambrian AI received 415 million yuan [1] - Great Wall Military Industry attracted 405 million yuan [1] - Nanxing Shares saw an inflow of 338 million yuan [1] - Kunlun Wanwei received 303 million yuan [1] - Zhongji Xuchuang attracted 299 million yuan [1] - Shenghong Technology saw an inflow of 294 million yuan [1] - Hengbao Shares received 292 million yuan [1] - BlueFocus Communication attracted 271 million yuan [1] - Jiechang Drive saw an inflow of 249 million yuan [1]

Market Overview - A-shares experienced a mixed performance with over 3,400 stocks in the red and a half-day trading volume of 1.1 trillion, an increase of 56.19 billion compared to the previous trading day [1] - The Shanghai Composite Index fell by 0.68%, the Shenzhen Component Index decreased by 0.45%, while the ChiNext Index rose by 0.43% [1] - Open-source Securities maintains an optimistic long-term outlook for the market despite existing divergences, describing the current market as a "slowly rising oscillating market" [1] Sector Performance AI Hardware Stocks - AI hardware stocks collectively surged, with Zhongji Xuchuang and Xinyi Sheng reaching new historical highs, and companies like Lian Te Technology, Tianfu Communication, and Taicheng Guang also seeing gains [1][3] - Meta's second-quarter revenue was reported at $47.52 billion, a 22% year-over-year increase, exceeding expectations, which positively impacted the market [3] Liquid Cooling Server Sector - The liquid cooling server sector saw a rise, with Yingwei Ke achieving a two-day consecutive limit-up, and companies like Ice Wheel Environment and Chuanhuan Technology hitting the limit-up as well [1][4] - A report from Tianfeng Securities indicates that the value of the Socket solution is expected to increase from 600,000 to over 700,000, with significant changes in the usage of cold plates and quick connectors [4] Assisted Reproductive Technology - The assisted reproductive sector continued its strong performance, with Yangguang Dairy and Anzheng Fashion achieving three consecutive limit-ups, and companies like Gongtong Pharmaceutical and Hanshang Group hitting the limit-up [1][2] - The Beijing government announced measures to enhance reproductive support policies, including adjustments to medical insurance coverage for assisted reproductive technologies [2] Institutional Insights Industry Rotation - GF Securities highlights that the current focus should be on the Sci-Tech Innovation Board, noting that cyclical and financial sectors often act as engines for market initiation [5] - Recent months have seen strong performance from previously underperforming cyclical sectors such as steel, construction materials, and real estate, driven by themes like water station construction and urban renewal [5] Low-Valuation Assets - Guojin Securities suggests that despite the market nearing previous highs, there are still "low-valuation assets" worth exploring, as the current valuation expansion is not overly aggressive compared to fundamental recovery [6][7] - The ongoing domestic policies aim to support demand while promoting supply-side reforms, with expectations of improved return on equity (ROE) due to easing tariffs and the commencement of investment cycles [7] Market Sentiment - Dongfang Securities notes that the current A-share market is in a phase of sustained oscillation and upward movement, with ample trading volume attracting new capital [8] - The sentiment remains cautiously optimistic, with no immediate risk of market reversal, and the Shanghai Composite Index is expected to consolidate around the 3,600-point level before potentially expanding upward [8]