20只科创板股大宗交易平台今日发生交易，合计成交4.43亿元。 证券时报·数据宝统计显示，8月6日共有20只科创板股发生大宗交易，合计成交36笔，累计成交量 1377.84万股，成交额合计4.43亿元。 统计显示，成交金额最多的是益方生物，共有4笔大宗交易，合计成交量为200.00万股，成交金额合计 8000.01万元；其次是爱博医疗、国科军工，今日大宗交易金额分别为7662.27万元、5480.15万元。 折溢价情况来看，今日出现大宗交易的科创板股中，均为折价成交，大宗交易成交价格相对收盘价折价 率居前的有微芯生物、国科军工、恒烁股份等，折价率分别为15.77%、14.46%、12.00%。 从参与大宗交易的营业部看，买方或卖方营业部为机构的成交共有12笔，涉及8只股，机构买入金额居 前的为益方生物、达梦数据、精进电动等，买入金额分别为8000.01万元、3402.06万元、2944.30万元。 资金流向方面，今日发生大宗交易的科创板股中，有11股获主力资金净流入，净流入资金居前的有国科 军工、华锐精密、九联科技等，净流入资金为7638.92万元、2801.53万元、1673.51万元，净流出资金居 前的有 ...

| 交易日期 | 豆瓣圆除 | 证券代码 | | | 痰交价(元) 成交盘额(万元) 成交量(*) 买入营业部 | | 摩西露出版 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-06 | 国科室工 | 688543 | 49.37 | 1234.25 | 25 | 中国中全财富还券 有限公司深圳分公 | 华安证券股份有限 公司宁国津河东路 | 香 | | | | | | | | 同 | 适劳富亚部 | | | 2025-08-06 | 国科军工 | 688543 | 49.37 | 987.4 | 20 | 东吴证券股份有限 公司深圳分公司 | 华安证券股份有限 公司宁国津河东路 | Ka | | | | | | 13.000 | | | 还有营业部 | | | 2025-08-06 | 国科室工 | 2002 200 688543 | 49 | 2572.5 | 11.00 52.5 | 粤开证券股份有限 公司苏州分公司 | 华安证券股份有限 公司宁国津河东路 | Ka | | | | | | | | ...

Market Performance - The ground equipment sector increased by 7.41% on August 6, with Jieqiang Equipment leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Individual Stock Performance - Jieqiang Equipment (300875) closed at 58.06, up 20.01% with a trading volume of 220,800 shares and a transaction value of 1.174 billion [1] - Beifang Changlong (301357) closed at 157.90, up 20.00% with a trading volume of 128,800 shares and a transaction value of 1.892 billion [1] - Changcheng Military Industry (601606) closed at 46.98, up 10.00% with a trading volume of 426,000 shares and a transaction value of 1.947 billion [1] - Neimeng Yiji (600967) closed at 23.66, up 10.00% with a trading volume of 1,792,000 shares and a transaction value of 4.101 billion [1] - Tianzou Equipment (300922) closed at 32.04, up 6.30% with a trading volume of 231,500 shares and a transaction value of 734 million [1] Capital Flow Analysis - The ground equipment sector saw a net inflow of 1.129 billion from main funds, while retail funds experienced a net outflow of 619 million [2][3] - Main funds showed significant net inflows in Neimeng Yiji (5.01 million) and Zhongbing Hongjian (2.58 million) [3] - Retail funds had notable outflows in Neimeng Yiji (-2.04 million) and Zhongbing Hongjian (-1.52 million) [3]

Core Viewpoint - The A-share market saw a significant rise in military-related stocks, particularly in the aerospace sector, with the Aerospace ETF (159227) achieving a notable increase of 2.1% and reaching a new high since its listing [1] Group 1: Market Performance - The military industry sector experienced a collective surge, with major military groups and related concepts showing strong performance [1] - The Aerospace ETF (159227) recorded a trading volume of 76.14 million yuan, leading among similar products [1] - Key stocks such as Changlong Military and Inner Mongolia First Machinery Group saw substantial gains, with Changlong Military hitting the daily limit and Inner Mongolia First Machinery Group rising over 6% [1] Group 2: Fund Flows - Since July, the Aerospace ETF (159227) has attracted significant net inflows, totaling 448 million yuan as of August 5, with the latest scale exceeding 800 million yuan [1] - The ETF remains the top product in its category in terms of capital inflow [1] Group 3: Analyst Recommendations - Shenwan Hongyuan suggests increasing attention on military stocks, particularly those with elastic or thematic characteristics [1] - Industrial sectors such as weaponry, deep-sea technology, commercial aerospace, and low-altitude economy are highlighted for their high-frequency thematic rotations since May [1] - Future focus areas include traditional main battle equipment, unmanned intelligence, underwater operations, cyber defense, and hypersonic technology [1] Group 4: Index Characteristics - The Aerospace ETF (159227) closely tracks the National Aerospace Index, which has a significant military industry weight of over 97.86% [1] - The core sectors of aviation and aerospace equipment account for 66.8% of the index's weight, emphasizing a focus on critical areas within the aerospace equipment industry chain [1]

天眼查商业履历信息显示，江西国科军工集团股份有限公司，成立于2007年，位于南昌市，是一家以从 事化学原料和化学制品制造业为主的企业。企业注册资本17570.1557万人民币，实缴资本10300万人民 币。公司法定代表人为毛勇。 通过天眼查大数据分析，江西国科军工集团股份有限公司共对外投资了6家企业，参与招投标项目37 次，知识产权方面有商标信息26条，此外企业还拥有行政许可8个。 来源：金融界 金融界消息 截至2025年8月5日收盘，国科军工（688543）报收于54.85元，下跌0.42%，换手率7.6%， 成交量8.81万手，成交金额4.85亿元。 资金流向方面，今日主力资金净流出1574.06万元，占比成交额3.25%。其中，超大单净流出1751.39万 元、占成交额3.61%，大单净流入177.33万元、占成交额0.37%，中单净流出流入3117.11万元、占成交 额6.43%，小单净流出1543.05万元、占成交额3.18%。 国科军工最新一期业绩显示，截至2025一季报，公司营业总收入1.25亿元、同比减少32.11%，归属净利 润2869.13万元，同比减少12.96%，扣非净利润1515.9 ...

Market Performance - The ground equipment sector increased by 2.3% on August 5, with North China Long Dragon leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Individual Stock Performance - North China Long Dragon (301357) closed at 131.58, up 14.64%, with a trading volume of 160,700 shares and a transaction value of 2.015 billion [1] - Great Wall Military Industry (601606) closed at 42.71, up 9.99%, with a trading volume of 893,300 shares and a transaction value of 3.784 billion [1] - Galaxy Electronics (002519) closed at 5.48, up 8.09%, with a trading volume of 2,480,300 shares and a transaction value of 1.363 billion [1] - Other notable performances include: - Jieqiang Equipment (300875) up 5.70% - Ganhuakegong (000576) up 3.48% - Zhongbing Hongjian (000519) up 1.34% [1] Capital Flow Analysis - The ground equipment sector experienced a net outflow of 573 million from institutional investors, while retail investors saw a net inflow of 543 million [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Detailed Capital Flow for Selected Stocks - Galaxy Electronics (002519) had a net inflow of 195 million from institutional investors, but a net outflow of 108 million from speculative funds [3] - Great Wall Military Industry (601606) saw a net outflow of 701,100 from institutional investors, while retail investors contributed a net inflow of 9.450 million [3] - ST Emergency (300527) experienced a significant net outflow of 934 million from institutional investors, indicating a bearish sentiment [3]

Core Viewpoint - The financing data for Guokai Military Industry indicates a net inflow of 75.46 million RMB last week, ranking 119th in the market, with a total financing purchase of 317 million RMB and repayment of 241 million RMB [1] Group 1: Financing and Market Performance - Guokai Military Industry's main financing inflow over the past five days was 14.12 million RMB, with a price increase of 0.59% during this period [1] - Over the last ten days, the main capital outflow was 297 million RMB, resulting in a price decline of 6.49% [1] Group 2: Company Overview - Jiangxi Guokai Military Industry Group Co., Ltd. was established in 2007 and is located in Nanchang City, primarily engaged in the manufacturing of chemical raw materials and chemical products [1] - The company has a registered capital of 1.757 billion RMB and a paid-in capital of 1.03 billion RMB, with Mao Yong as the legal representative [1] Group 3: Business Activities - Jiangxi Guokai Military Industry Group has made investments in six companies and participated in 37 bidding projects [1] - The company holds 26 trademark registrations and has obtained eight administrative licenses [1]

部 两融数据显示，该股最新融资余额为5.59亿元，近5日增加7545.59万元，增幅为15.59%。（数据宝） 8月4日国科军工大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 盘折溢价 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | （%） | | | | 50.00 | 2349.00 | 46.98 | -14.71 | 西部证券股份有限公司苏州总官 堂路证券营业部 | 华安证券股份有限公司 宁国津河东路证券营业 | | | | | | | 部 | | 46.60 | 2140.80 | 45.94 | -16.59 | 高盛（中国）证券有限责任公司 上海浦东新区世纪大道证券营业 | 华泰证券股份有限公司 南昌沿江北大道证券营 | | | | | | 部 | 业部 | | 15.00 | 689.10 | 45.94 | -16.59 | 机构专用 | 华泰证券股份有限公司 南昌沿江北大道证券营 | | | | | | | 业部 | | 8.0 ...

| 交易日期 | 臣弟國核 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 摩用露要超 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-04 | 国特富工 | 688543 | 46.98 | 2349 | 50 | 西部证券股份有限 | 华安证券股份有限 | 香 | | | | | | | | 公司分析发展营销 | 公司宁国津河东路 | | | | | | | | | 连续属不能 | 技社居不留 | | | 2025-08-04 | 国科艺工 | 688543 | 46.98 | 234.9 | રે | 招商证券股份有限 公司北京分公司 | 表会性益的社临 公司宁国津河东路 | 집 | | | | | | | | | 提补累不同 | | | 2025-08-04 | 国科室工 | 688543 | 45.94 | 2140.8 | 46.6 | 高盘(中国)证券 有限责任公司上海 | 华泰廷劳殷份有限 公司南昌沿江北大 | | | | | | | | | 浦东 ...

Market Overview - The ground equipment sector increased by 4.89% on August 4, with North China Long Dragon leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Stock Performance - North China Long Dragon (301357) closed at 114.78, up 20.00% with a trading volume of 139,100 shares and a turnover of 1.481 billion [1] - Great Wall Military Industry (601606) closed at 38.83, up 10.00% with a trading volume of 918,400 shares and a turnover of 3.496 billion [1] - Inner Mongolia First Machinery (600967) closed at 21.60, up 7.46% with a trading volume of 1,401,700 shares and a turnover of 2.972 billion [1] - Other notable performers include Tianzuo Equipment (300922) up 5.76%, Guoke Shigong (688543) up 5.52%, and Jieqiang Equipment (300875) up 4.57% [1] Capital Flow - The ground equipment sector saw a net inflow of 888 million from institutional investors, while retail investors experienced a net outflow of 313 million [2] - The main capital flow data indicates that Great Wall Military Industry had a net inflow of 54.7 million, while Inner Mongolia First Machinery had a net inflow of 25.9 million [3] - North China Long Dragon experienced a net inflow of 17.9 million from institutional investors, but retail investors had a net outflow of 44.9 million [3]