全球股市巨震。 6月13日，亚太主要股指集体走低，日经225指数收盘跌0.89%报37834.25点，韩国综合指数跌0.87%报2894.62点，新西兰标普50指数跌0.76%报12552.87点。 受中东地缘局势急剧升温影响，国际油价大幅拉升，WTI原油主力合约盘中一度涨超14%，最高升至77.62美元/桶；布伦特原油主力合约一度涨超13%，最高升至 78.5美元/桶。国内方面，上海原油主力合约一度涨停。 消息面上，据央视新闻报道，当地时间12日凌晨，以色列对伊朗发动袭击。13日早间，以色列国防军发言人埃菲·戴弗林发布视频声明称，当天凌晨以军共出动超过 200架战机参与对伊朗的首轮空袭，其间共投下330多枚弹药，打死了伊朗高级军事领导人以及其他指挥官。他同时称，过去几小时内，伊朗方面向以色列发射了 100多架无人机，目前以军正在努力拦截这些无人机。 A股市场全线回调，深证成指、创业板指跌逾1%；港股亦走弱，恒生科技指数跌近2%。截至收盘，沪指放量跌0.75%报3377点，深证成指跌1.1%报10122.11点，创 业板指跌1.13%报2043.82点，北证50指数跌2.92%，沪深北三市合计成交15041亿 ...

Core Viewpoint - The company has successfully developed low-altitude safety control systems and various low-altitude detection radar products, which have received bulk orders, indicating strong market demand and growth potential in the low-altitude safety sector [1] Group 1: Product Development and Orders - The company is focusing on key technology breakthroughs, new product development, and market expansion in the low-altitude detection system and equipment sector [1] - Some of the low-altitude safety control systems and radar products have already secured bulk orders from users [1] - As of the end of 2024, the company has approximately 1.4 billion yuan in hand orders [1] Group 2: Market Strategy - Since 2025, the company has been increasing efforts to expand into the military-civilian trade market [1] - The company's air defense early warning radar products are primarily used on ground-based platforms, with no current offerings for maritime radar products [1]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Composite Index (000680) decreased by 1.08% as of June 13, 2025, with mixed performance among constituent stocks [3] - Jin Chengzi (688291) led the gains with an increase of 20.01%, while Hao Oubo (688656) experienced the largest decline at 9.33% [3] - The Huaxia Sci-Tech Innovation Index ETF (589000) fell by 1.16%, with a latest price of 0.94 yuan and a turnover rate of 4.48%, totaling a transaction volume of 1.03 billion yuan [3] Group 2 - According to Zheshang Securities, global enterprise software and IT service spending is projected to reach $1.25 trillion and $1.73 trillion by 2025, reflecting year-on-year growth of 14.2% and 9.0% respectively [4] - The growth is primarily driven by the deep integration of AI in various business scenarios, including management, customer service, marketing, and sales, as well as its role in the digital transformation of traditional vertical industries [4] - The artificial intelligence sector is highlighted as having technological leadership, broad market prospects, clear commercialization pathways, and high profit potential, making it a key investment focus [4]

科创50指数今日上涨0.60%，报收997.61点，科创板全日成交量28.69亿股，成交额972.48亿元，加权平 均换手率为1.68%。 6月9日科创板换手率居前个股 | 代码 | 简称 | 最新收盘价 | 日涨跌幅（%） | 日换手率（%） | 资金净流入（万元） | | --- | --- | --- | --- | --- | --- | | 688573 | 信宇人 | 23.38 | 12.40 | 30.85 | 2259.53 | | 688316 | 青云科技 | 68.50 | 0.63 | 28.94 | -2544.59 | | 688552 | 航天南湖 | 36.03 | 7.65 | 24.90 | -476.83 | | 688163 | 赛伦生物 | 20.99 | -4.59 | 20.44 | -1388.53 | | 688648 | 中邮科技 | 55.30 | 6.14 | 16.71 | -666.35 | | 688755 | 汉邦科技 | 49.81 | 1.22 | 15.42 | -90.19 | | 688062 | 迈威生物 | 27.91 | 0.0 ...

证券代码：688552 证券简称：航天南湖 公告编号：2025-017 航天南湖电子信息技术股份有限公司 关于参加湖北辖区上市公司 2025 年投资者 网上集体接待日活动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 为进一步加强与投资者的互动交流，航天南湖电子信息技术股份有限公司 （以下简称"公司"）将参加由湖北证监局、湖北省上市公司协会与深圳市全景 网络有限公司联合举办的"2025 年湖北辖区上市公司投资者集体接待日活动"， 现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 6 月 12 日（周四）14:00-16:40。届时 公司董事长罗辉华先生，副总经理、董事会秘书贺民先生，财务总监、总法律顾 问、首席合规官孙东才先生将在线就公司经营情况、财务状况及未来发展规划等 投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此 ...

科创50指数今日上涨0.45%，报收986.11点，科创板全日成交量23.15亿股，成交额769.28亿元，加权平 均换手率为1.37%。 证券时报·数据宝统计显示，今日可交易科创板股中，389只股收盘上涨，涨幅超过10%的有4只，涨幅 在5%至10%的有13只，收盘下跌的有182只。 科创板股换手率区间分布显示，换手率超过20%的有1只，换手率10%~20%的有7只，换手率5%~10%的 30只，换手率3%~5%的66只，换手率1%~3%的286只，换手率不足1%的有197只。 分行业看，今日换手率超5%的个股中，所属医药生物行业个股最多，有14只个股上榜；国防军工、通 信等紧随其后，分别有7只、5只个股上榜。 资金流向方面，高换手率个股中，有18股今日获主力资金净流入，净流入金额较多的有仕佳光子、皓元 医药、浩欧博，净流入金额分别为6732.82万元、6488.46万元、4619.98万元，净流出金额较多的有中无 人机、概伦电子、凯因科技，净流出金额分别为9402.33万元、8337.20万元、4234.02万元。 从杠杆资金动向看，高换手个股中，共23股近期获杠杆资金净买入，统计显示，截至6月3日，近5 ...

Summary of Key Points from the Conference Call Industry Overview - The focus is on the low-altitude logistics sector, particularly involving drones and counter-drone technologies [1][2][4]. Core Insights and Arguments - The National Postal Bureau of China has emphasized the development of drone technology for branch transportation and last-mile delivery, aiming to enhance the low-altitude economy in postal and express services [1][2]. - There is an exploration of cross-province and intercity drone transportation to scale up last-mile delivery applications, improving service efficiency and customer experience [3][4]. - Low-altitude logistics can be categorized into last-mile logistics (within 20 km) and branch logistics (50-500 km), with small multi-rotor drones used for last-mile delivery and fixed-wing drones for longer distances [4]. - A comprehensive drone delivery network is being established, as outlined in the "General Aviation Equipment Innovation Application Implementation Plan" released in March 2024 [4]. - Meituan has received the first nationwide low-altitude logistics coverage operational certificate in April 2025 [4]. Related Companies and Investment Opportunities - **Logistics Drone Companies**: - Guanglian Aviation (supplier for Baijing Airlines) - Zongshen Power (suppliers for Tengdun, Rainbow, and Zhong UAV) - Zongheng Co. (engaged in drone logistics demonstration applications) - Green Energy Huichong (heavy-duty drones in collaboration with China Post) - Aerospace Rainbow (YH1000 logistics drone first flight) [5]. - **Other Low-Altitude Economy Companies**: - Shenzhen Urban Transport - Sichuan Chuang Electronics - Lais Information - Wanfeng Aowei [5]. Additional Important Insights - The Ukrainian National Security Bureau reported the deployment of 117 FPV drones to attack multiple airports in Russia, destroying several strategic bombers [6]. - The tactic employed by Ukraine involves concealing drones in modified containers, which are then delivered to specified locations by unsuspecting truck drivers, showcasing a low-cost and high-concealment strategy that may increase global focus on drone technology and countermeasures [6][7]. Related Companies in Counter-Drone Technology - **Drone Companies**: - Zongshen Power (aviation piston engines) - Aerospace Electronics - Zhong UAV - Aerospace Rainbow - Guanglian Aviation - Zongheng Co. [7]. - **Counter-Drone Companies**: - Sichuan Chuang Electronics - Lianchuang Optoelectronics - Aerospace Nanhu - Guorui Technology - Lais Information - Sichuan Jiuzhou [7].

Core Viewpoint - The article highlights the increasing focus of brokerage firms on various sectors, particularly electronics, pharmaceuticals, non-ferrous metals, and defense industries, with significant changes in stock ratings and research activities since May. Group 1: Brokerage Research Focus - Brokerage firms have conducted research on over 670 listed companies since May, with high attention on sectors like electronics, pharmaceuticals, and non-ferrous metals, as well as a notable rise in interest in the defense industry [1][5][7]. - The electronics sector has seen over 90 companies researched, with firms like Anji Technology and Huanxun Technology receiving attention from more than 25 brokerages [4][5]. - The pharmaceutical sector has also gained traction, with nearly 60 companies being researched, including Huadong Medicine and Sunlight Nuohe, which are focusing on innovative drug pipelines [5][6]. Group 2: Stock Rating Adjustments - Since May, nearly 50 stocks have had their ratings changed, with 17 stocks being upgraded, such as Sifang Co. and Weicai Technology, indicating a positive outlook on their business developments [2][10]. - Conversely, over 30 stocks have seen downgrades, including Wentai Technology and Tongwei Co., due to concerns over profitability and market conditions affecting their respective sectors [2][11]. - The adjustments in ratings reflect a dynamic response to market conditions and company performance, with analysts actively reassessing their forecasts [10][11].

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 28.926 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 2.885 billion yuan [1] - A total of 179 stocks saw net inflows, while 408 stocks experienced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 151 stocks rose while 432 stocks fell [1] - The top three stocks with the highest net inflow were Tianzhun Technology (75.176 million yuan), Hehe Information (62.752 million yuan), and Electric Wind Power (54.244 million yuan) [1][2] - The stock with the largest net outflow was SMIC, which saw a net outflow of 249 million yuan and a decline of 1.09% [1] Continuous Fund Flow Analysis - There are 36 stocks with continuous net inflows for more than three trading days, with Te Bao Biological leading at 12 consecutive days [2] - Conversely, 167 stocks experienced continuous net outflows, with Pioneer Precision seeing the longest streak at 27 days [2] Fund Inflow Rankings - The top stocks by net inflow include: - Tianzhun Technology: 75.176 million yuan, 20.35% inflow rate, 2.33% increase [2] - Hehe Information: 62.752 million yuan, 16.76% inflow rate, 2.03% increase [2] - Electric Wind Power: 54.244 million yuan, 11.98% inflow rate, 5.90% increase [2] Fund Outflow Rankings - The stocks with the largest net outflows include: - SMIC: -249 million yuan, -1.09% decrease [1] - Hengxuan Technology: -201 million yuan [1] - Aerospace Nanhu: -77.4518 million yuan [1]

Group 1 - The military information technology sector rose by 0.14%, ranking fifth among concept sectors, with 32 stocks increasing in value [1][2] - Notable gainers included Wangzi New Materials, Fenghuo Electronics, and Sichuan Jiuzhou, which reached their daily limit, with respective increases of 10.02%, 9.99%, and 2.46% [1][3] - The sector saw a net inflow of 766 million yuan from main funds, with 45 stocks receiving net inflows, and six stocks exceeding 100 million yuan in net inflow [2][3] Group 2 - The top net inflow stock was Wangzi New Materials, attracting 298 million yuan, followed by Galaxy Electronics and Guorui Technology with net inflows of 256 million yuan and 182 million yuan, respectively [2][3] - The net inflow ratios for Fenghuo Electronics, Sichuan Jiuzhou, and Galaxy Electronics were 59.54%, 40.83%, and 14.18% respectively, indicating strong investor interest [3][4] - The military information technology sector's performance was contrasted with other sectors, such as epoxy propylene and transgenic concepts, which experienced declines of -3.41% and -2.81% respectively [2]