7月31日，长城军工大宗交易成交272万股，成交额8160万元，占当日总成交额的1.62%，成交价30元，较市场收盘价34.68元折价13.49%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | | 2025-07-31 | 长城军工 | 601606 | 8160 30 272 | 国元证券股份有限 | 国元证券股份有限 | | | | | | 公司池州分公司 | 公司合肥金寨路凯 14. 1 8000 hom VI shoke 11 Augu | ...

Core Insights - Great Wall Military Industry (601606.SH) reached a historical high with a daily limit increase, achieving a turnover rate of 20.56% and a transaction volume of 4.965 billion yuan [1] - The net buying from the Shanghai Stock Connect was 256 million yuan, with total buying from top trading seats amounting to 710 million yuan and selling at 325 million yuan, resulting in a net buying of 385 million yuan [1] Trading Activity - The top five buying trading desks contributed significantly to the total transaction, with the Shanghai Stock Connect dedicated desk leading at 368.64 million yuan, accounting for 7.42% of total transactions [1] - The second largest buyer was Huaxin Securities, which bought 118.26 million yuan, representing 2.38% of total transactions [1] - The top five selling trading desks included the Shanghai Stock Connect dedicated desk, which also led in selling activity [1] Market Performance - The stock's performance was characterized by a high turnover rate and significant trading volume, indicating strong investor interest and activity [1] - The overall market sentiment appears positive, as reflected in the substantial net buying figures from institutional investors [1]

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]

Core Viewpoint - Changcheng Military Industry Co., Ltd. has seen significant stock performance, with a 9.99% increase in share price, reflecting strong market interest and confidence in the company's growth potential in the military sector [1]. Company Overview - Changcheng Military Industry is located in Hefei, Anhui Province, and specializes in the research, production, and sales of military ammunition, making it the first publicly listed company in China focused on military ammunition as its main business [1]. - The company offers a range of products including mortar shells, individual rockets, and fuses, and maintains a leading position in the local military industry through its subsidiaries [1]. - The company actively promotes military-civilian integration strategies and is focused on accelerating the research and development of advanced weaponry and upgrading its industrial capabilities [1]. Financial Performance - As of March 31, the number of shareholders for Changcheng Military Industry was 61,200, with an average of 11,800 circulating shares per shareholder [2]. - For the first quarter of 2025, the company reported a revenue of 148 million yuan, representing a year-on-year growth of 5.09%, while the net profit attributable to shareholders was a loss of 54.25 million yuan, a decrease of 55.14% compared to the previous year [2].

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]