Core Points - The company announced the resignation of Vice General Manager Zhang Li due to work adjustments, effective November 10, 2025 [1] - Zhang Li's original term was set to end on July 28, 2027, but the resignation will not affect the company's normal production and operations [1] - After resigning, Zhang Li will no longer hold any positions in the listed company or its controlling subsidiaries and has no outstanding public commitments [1]

Market Overview - The ground equipment sector experienced a decline of 1.52% on November 7, with North China Long Dragon leading the drop [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Stock Performance - Notable stock performances in the ground equipment sector included: - Zhongbing Hongjian (000519) closed at 18.17, up 0.22% with a trading volume of 171,100 shares and a transaction value of 310 million yuan - North China Long Dragon (301357) closed at 152.08, down 4.71% with a trading volume of 58,300 shares and a transaction value of 892 million yuan - Changcheng Military Industry (601606) closed at 48.80, down 3.40% with a trading volume of 357,700 shares and a transaction value of 1.753 billion yuan [1][2] Capital Flow - The ground equipment sector saw a net outflow of 594 million yuan from institutional investors, while retail investors contributed a net inflow of 553 million yuan [2] - The capital flow for individual stocks showed varied trends, with Zhongbing Hongjian experiencing a net inflow of 16.7755 million yuan from institutional investors, while North China Long Dragon faced a net outflow of 35.4555 million yuan [3]

Market Overview - The ground equipment sector increased by 0.25% compared to the previous trading day, with North China Long Dragon leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - North China Long Dragon (301357) closed at 159.60, with a rise of 3.74% and a trading volume of 74,600 shares, amounting to a transaction value of 1.176 billion [1] - North Navigation (600435) closed at 14.15, up 1.58%, with a trading volume of 210,100 shares and a transaction value of 297 million [1] - Other notable stocks include: - Optical Electronics (600184) at 17.50, up 1.10% [1] - Inner Mongolia First Machinery (600967) at 18.49, up 0.33% [1] - Great Wall Military Industry (601606) at 50.52, up 0.16% [1] - National Science and Technology Industry (688543) at 51.69, up 0.08% [1] - China Ordnance Arrow (000519) at 18.13, down 0.06% [1] - Galaxy Electronics (002519) at 4.71, down 0.21% [1] - GanHua Science and Technology (000576) at 10.69, down 0.37% [1] - ST Emergency (300527) at 8.33, down 0.48% [1] Capital Flow - The ground equipment sector experienced a net outflow of 73.5077 million from institutional investors, while retail investors saw a net inflow of 83.2262 million [2] - The capital flow for individual stocks shows: - North China Long Dragon had a net inflow of 97.2332 million from institutional investors [3] - North Navigation saw a net inflow of 15.2866 million from institutional investors [3] - ST Emergency experienced a significant net outflow of 18.6203 million from institutional investors [3] - Galaxy Electronics had a net outflow of 8.9664 million from institutional investors [3]

Core Insights - The Anhui state-owned enterprise reform sector experienced a decline of 0.45% on November 5, with Hefei Urban Construction leading the drop [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Stock Performance Summary - Anhui Heli (600761) saw a closing price of 21.26, with an increase of 3.91% and a trading volume of 185,200 shares, totaling 388 million yuan [1] - Hefei Urban Construction (002208) closed at 11.80, down 5.07%, with a trading volume of 1,006,700 shares, amounting to 1.202 billion yuan [2] - Other notable performers include Jianghuai Automobile (600418) with a closing price of 47.70, down 2.15%, and Gujing Gongjiu (000596) at 155.21, down 1.77% [2] Capital Flow Analysis - The Anhui state-owned enterprise reform sector saw a net outflow of 460 million yuan from institutional investors, while retail investors had a net inflow of 558 million yuan [2] - Key stocks with significant capital flow include Tongling Nonferrous Metals (000630) with a net inflow of 88.02 million yuan from institutional investors [3] - Copper Crown Copper Foil (301217) experienced a net inflow of 50.64 million yuan from institutional investors, while retail investors had a net outflow of 76.89 million yuan [3]

Market Overview - The ground armament sector experienced a decline of 0.22% on November 4, with Guoke Military leading the drop [1] - The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1] Stock Performance - Notable gainers included: - Beifang Changlong (301357) with a closing price of 156.86, up 3.01% and a trading volume of 89,400 shares, totaling 1.413 billion yuan [1] - Great Wall Military (601606) closed at 52.51, up 2.34% with a trading volume of 586,100 shares, totaling 3.070 billion yuan [1] - Jieqiang Equipment (300875) closed at 49.02, up 2.12% with a trading volume of 80,700 shares, totaling 394 million yuan [1] - Notable decliners included: - Guoke Military (688543) closed at 52.25, down 2.39% with a trading volume of 49,200 shares, totaling 260 million yuan [2] - Beifang Navigation (600435) closed at 13.96, down 1.48% with a trading volume of 187,000 shares, totaling 262 million yuan [2] - ST Emergency (300527) closed at 8.36, down 0.59% with a trading volume of 113,800 shares, totaling 95.41 million yuan [2] Capital Flow - The ground armament sector saw a net outflow of 69.50 million yuan from institutional investors, while retail investors experienced a net inflow of 7.38 million yuan [2] - The main capital flow for key stocks included: - Great Wall Military had a net inflow of 88.34 million yuan from institutional investors, but a net outflow of 12.1 million yuan from retail investors [3] - Beifang Changlong saw a net inflow of 54.75 million yuan from institutional investors, with a net outflow of 30.39 million yuan from retail investors [3] - Jieqiang Equipment had a net inflow of 11.00 million yuan from institutional investors, but a net outflow of 11.52 million yuan from retail investors [3]

11月4日，长城军工盘中上涨2.01%，截至09:58，报52.34元/股，成交5.38亿元，换手率1.44%，总市值 379.06亿元。 资金流向方面，主力资金净流出781.54万元，特大单买入2461.98万元，占比4.57%，卖出2414.81万元， 占比4.49%；大单买入8781.50万元，占比16.32%，卖出9610.21万元，占比17.86%。 长城军工所属申万行业为：国防军工-地面兵装Ⅱ-地面兵装Ⅲ。所属概念板块包括：国资改革、军民融 合、融资融券、航天军工、基金重仓等。 今年以来长城军工已经18次登上龙虎榜，最近一次登上龙虎榜为10月15日，当日龙虎榜净买入-1.76亿 元；买入总计3.15亿元 ，占总成交额比6.29%；卖出总计4.91亿元 ，占总成交额比9.81%。 资料显示，安徽长城军工股份有限公司位于安徽省合肥市包河区山东路508号，成立日期2000年11月16 日，上市日期2018年8月6日，公司主营业务涉及对子公司军品和民品的科研、生产与销售进行管理。主 营业务收入构成为：装备制造69.14%，民品28.60%，其他2.25%。 截至9月30日，长城军工股东户数18.27万，较 ...

Market Overview - The ground equipment sector experienced a decline of 0.23% on November 3, with North Navigation leading the drop [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Stock Performance - Notable gainers included: - Jieqiang Equipment (300875) with a closing price of 48.00, up 1.98% [1] - Galaxy Electronics (002519) at 4.69, up 1.30% [1] - ST Emergency (300527) at 8.41, up 0.96% [1] - Notable decliners included: - North Navigation (600435) at 14.17, down 1.05% [2] - Inner Mongolia First Machinery (600967) at 18.65, down 0.75% [2] - Optical Electric Co. (600184) at 17.73, down 0.67% [2] Capital Flow - The ground equipment sector saw a net outflow of 164 million yuan from institutional investors, while retail investors had a net inflow of 95.17 million yuan [2] - The sector's capital flow details indicate: - North Navigation had a net outflow of 27.13 million yuan from institutional investors [3] - Galaxy Electronics experienced a net inflow of 664.92 million yuan from retail investors [3] - Optical Electric Co. saw a significant net outflow of 22.51 million yuan from institutional investors [3]

Group 1 - The military equipment restructuring concept declined by 2.91%, ranking among the top declines in the concept sector, with companies like Changcheng Military Industry, Huqiang Technology, and Construction Industry experiencing significant drops [1] - The military equipment restructuring concept saw a net outflow of 672 million yuan in main funds today, with six stocks experiencing net outflows exceeding 10 million yuan, led by Changcheng Military Industry with a net outflow of 427 million yuan [2] - Other companies with notable net outflows include Chang'an Automobile, Construction Industry, and Hunan Tianyan, with net outflows of 130 million yuan, 69.64 million yuan, and 18.92 million yuan respectively [2] Group 2 - The top gainers in concept sectors included the China-South Korea Free Trade Zone with a gain of 1.45%, while the military equipment restructuring concept was among the largest losers [2] - The military equipment restructuring concept's leading stocks in terms of net outflow included Changcheng Military Industry, which had a decline of 6.58% and a turnover rate of 10.21% [2] - Other stocks in the military equipment restructuring concept that experienced declines include Chang'an Automobile (-0.88%), Construction Industry (-3.56%), and Hunan Tianyan (-2.16%) [2]

Market Overview - The Shanghai Composite Index fell by 0.73% on October 30, with six industries experiencing gains, led by steel and non-ferrous metals, which rose by 0.90% and 0.79% respectively [2] - The telecommunications and electronics sectors saw the largest declines, with drops of 2.83% and 2.23% respectively [2] - The defense and military industry ranked third in terms of decline for the day [2] Capital Flow Analysis - The main capital flow showed a net outflow of 100.637 billion yuan across both markets, with only one industry, non-ferrous metals, experiencing a net inflow of 565 million yuan [2] - The electronics sector had the highest net outflow, totaling 23.126 billion yuan, followed by telecommunications with a net outflow of 12.065 billion yuan [2] Defense and Military Industry Performance - The defense and military industry declined by 1.95% with a net outflow of 4.139 billion yuan [3] - Out of 138 stocks in this sector, 24 stocks rose, including one that hit the daily limit, while 113 stocks fell [3] - The top three stocks with net inflows were China Satellite (28.936 million yuan), Guobo Electronics (6.79054 million yuan), and Huali Chuantong (6.30268 million yuan) [3] Top Gainers in Defense and Military Industry - The following stocks had significant net inflows: - China Satellite: +4.82%, turnover rate 9.40%, net inflow 28.936 million yuan [4] - Guobo Electronics: +5.44%, turnover rate 0.99%, net inflow 6.79054 million yuan [4] - Huali Chuantong: +0.77%, turnover rate 8.62%, net inflow 6.30268 million yuan [4] Top Losers in Defense and Military Industry - The following stocks experienced the largest net outflows: - China Shipbuilding: -1.88%, turnover rate 1.13%, net outflow 44.779 million yuan [5] - Great Wall Military Industry: -6.58%, turnover rate 10.21%, net outflow 42.731 million yuan [5] - Feilihua: -7.39%, turnover rate 8.84%, net outflow 37.430 million yuan [5]

Market Overview - The ground armament sector experienced a decline of 3.32% on October 30, with Changcheng Military Industry leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Notable stock performances included: - Jieqiang Equipment (300875) rose by 2.01% to a closing price of 48.77 [1] - Changcheng Military Industry (601606) fell by 6.58% to a closing price of 51.82, with a trading volume of 739,200 shares and a turnover of 3.88 billion [2] - Other significant declines included Beifang Changlong (301357) down 5.89% and Tianzuo Equipment (300922) down 4.23% [2] Capital Flow - The ground armament sector saw a net outflow of 966 million yuan from institutional investors, while retail investors contributed a net inflow of 827 million yuan [2][3] - The capital flow for individual stocks showed: - Jieqiang Equipment had a net inflow of 21.72 million yuan from institutional investors [3] - Changcheng Military Industry experienced a net outflow of 73.52 million yuan from institutional investors [3] - Retail investors showed significant interest in stocks like ST Emergency (300527) with a net inflow of 18.69 million yuan [3]