截至8月4日收盘，军民融合概念上涨3.53%，位居概念板块涨幅第3，板块内，208股上涨，兴图新科、 北方长龙、爱乐达等20%涨停，利君股份、山河智能、国机精工等涨停，星辰科技、新光光电、万里马 等涨幅居前，分别上涨15.88%、13.54%、12.40%。跌幅居前的有ST应急、通光线缆、理工导航等，分 别下跌5.79%、4.96%、2.32%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 5.68 | 乳业 | -0.46 | | 军工信息化 | 3.75 | 动物疫苗 | -0.39 | | 军民融合 | 3.53 | 信托概念 | -0.36 | | 成飞概念 | 3.52 | 免税店 | -0.34 | | 航空发动机 | 3.47 | 短剧游戏 | -0.32 | | 太赫兹 | 3.40 | 赛马概念 | -0.23 | | 工业母机 | 2.99 | 低辐射玻璃(Low-E) | -0.21 | | 减速器 | 2.93 | 房屋检测 | -0.18 | | 培育钻石 | ...

Core Insights - The Shanghai Composite Index rose by 0.66% on August 4, with 26 out of 28 sectors experiencing gains, particularly in defense and military industry, which increased by 3.06%, and machinery equipment, which rose by 1.93% [1] - The net inflow of capital in the two markets was 69.49 million yuan, with 11 sectors seeing net inflows, led by the defense and military industry with a net inflow of 4.366 billion yuan [1] Industry Summary - The machinery equipment sector saw a rise of 1.93% with a total net inflow of 3.265 billion yuan, where 462 out of 530 stocks in this sector increased in value, and 11 stocks hit the daily limit [2] - The top three stocks with the highest net inflow in the machinery equipment sector were: - Shanhe Intelligent: 494 million yuan - Wuzhou Xinchun: 349 million yuan - Changsheng Bearing: 344 million yuan [2] - The machinery equipment sector had 6 stocks with net outflows exceeding 50 million yuan, with the largest outflows from: - Robotech: 113 million yuan - Sany Heavy Industry: 55.9 million yuan - CRRC: 55.6 million yuan [2][4] Capital Flow Analysis - The top gainers in the machinery equipment sector included: - Shanhe Intelligent: +10.01% with a turnover rate of 14.29% - Wuzhou Xinchun: +10.00% with a turnover rate of 10.49% - Changsheng Bearing: +8.88% with a turnover rate of 15.49% [2] - The top losers in the machinery equipment sector included: - Robotech: -1.26% with a turnover rate of 3.55% - Sany Heavy Industry: -0.46% with a turnover rate of 0.53% - CRRC: 0.00% with a turnover rate of 0.26% [4]

Market Performance - The engineering machinery sector rose by 0.55% on August 4, with Weiman Sealing 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] Top Gainers - Weiman Sealing (301161) closed at 31.19, up 12.36% with a trading volume of 242,000 shares and a transaction value of 731 million [1] - Shanhai Intelligent (002097) closed at 15.61, up 10.01% with a trading volume of 1,532,800 shares and a transaction value of 2.36 billion [1] - Huadong Heavy Machine (002685) closed at 8.11, up 4.92% with a trading volume of 1,181,100 shares [1] Top Losers - Tietuo Machinery (873706) closed at 25.39, down 4.58% with a trading volume of 69,400 shares [2] - Heng7 Drill Tools (836942) closed at 56.90, down 4.42% with a trading volume of 117,800 shares [2] - Wuxin Suizhuang (835174) closed at 63.13, down 3.88% with a trading volume of 66,900 shares [2] Capital Flow - The engineering machinery sector saw a net inflow of 477 million from main funds, while retail funds experienced a net outflow of 32.95 million [2][3] - Major stocks like Shanhai Intelligent and Weiman Sealing had significant net inflows from main funds, indicating strong institutional interest [3] Individual Stock Analysis - Shanhai Intelligent had a main fund net inflow of 46 million, representing 19.49% of its trading volume, while retail funds saw a net outflow of 22.6 million [3] - Weiman Sealing experienced a main fund net inflow of 55.83 million, accounting for 7.64% of its trading volume, with retail funds also seeing a net outflow [3]

Group 1 - A total of 55 stocks hit the daily limit up today, with 9 stocks achieving consecutive limit ups [1] - 17 stocks attempted to hit the limit but failed, resulting in a limit up rate of 76% (excluding ST and delisted stocks) [1] - Key focus stocks include Victory Energy, which achieved a limit up for the fourth consecutive day, and Shanhua Intelligent, which has seen 7 limit ups in 11 days due to its involvement in shield machines and military concepts [1] Group 2 - Lideman, involved in mergers and acquisitions, has achieved a 20% limit up for three consecutive days [1]

通过天眼查大数据分析，山河智能装备股份有限公司共对外投资了45家企业，参与招投标项目1403次， 知识产权方面有商标信息69条，专利信息1308条，此外企业还拥有行政许可263个。 来源：金融界 山河智能最新一期业绩显示，截至2025一季报，公司营业总收入15.13亿元、同比减少8.96%，归属净利 润3245.95万元，同比增长57.31%，扣非净利润890.69万元，同比增长132.39%，流动比率1.175、速动比 率0.902、资产负债率75.84%。 天眼查商业履历信息显示，山河智能装备股份有限公司，成立于1999年，位于长沙市，是一家以从事橡 胶和塑料制品业为主的企业。企业注册资本107461.7264万人民币，实缴资本41738.9493万人民币。公司 法定代表人为付向东。 金融界消息 截至2025年8月4日收盘，山河智能（002097）报收于15.61元，上涨10.01%，换手率 14.29%，成交量153.28万手，成交金额23.60亿元。 资金流向方面，今日主力资金净流入4.60亿元，占比成交额19.5%。其中，超大单净流入5.51亿元、占 成交额23.38%，大单净流出9131.64万元 ...

Group 1 - The core viewpoint of the news is the significant surge in A-share military concept stocks, driven by the nearing completion of the Fujian aircraft carrier and advancements in unmanned combat technology [1][2][3] - Over 20 military concept stocks, including Aileda, Aerospace Electronics, and Changcheng Military Industry, reached their daily limit or increased by over 10% [1][2] - The Fujian aircraft carrier is in its final stages of commissioning, focusing on optimizing the transition from ski-jump to catapult launch capabilities [2][3] Group 2 - Institutions are optimistic about investment opportunities in the military sector, particularly following the commissioning of the Fujian aircraft carrier, which is expected to boost marine equipment investments [3][4] - AI technology breakthroughs are enhancing the intelligence level of military equipment, with applications in military decision-making showing transformative value [3][4] - The military sector's fundamentals are recovering, with catalysts expected to continue delivering results into 2025, indicating sustained investment value [3][4] Group 3 - Investment strategies suggested include focusing on AI-enabled intelligent combat systems, low-cost precision-guided munitions, and companies with high military trade ratios [4] - The military industry is anticipated to experience an order inflection point by 2025, driven by new technologies and market opportunities [4] - Global military spending is on the rise due to increasing geopolitical conflicts, which is expected to drive the military trade market and lead to a revaluation of the sector [4]

Group 1 - The main focus of the article is on the top 20 stocks with significant capital inflow as of August 4, with notable amounts listed for each company [1] - The leading stock with the highest capital inflow is Construction Industry, attracting 567 million yuan [1] - Other notable stocks include Great Wall Military Industry with 528 million yuan and Shanhe Intelligent with 454 million yuan [1] Group 2 - The article provides a detailed list of stocks and their respective capital inflows, indicating strong investor interest in these companies [1] - The total capital inflow for the top 20 stocks reflects a trend of increased investment activity in the market [1] - The data suggests a diverse range of sectors represented among the top inflow stocks, including technology, finance, and manufacturing [1]

Core Viewpoint - The military industry sector in A-shares experienced a significant surge, driven by the nearing commissioning of the Fujian aircraft carrier and the unveiling of advanced unmanned combat modes, indicating a strong investment opportunity in military technology and modernization [1][2][5]. Group 1: Market Performance - On August 4, military concept stocks saw a collective surge, with over 20 stocks hitting the daily limit or rising more than 10%, including notable companies like Aileda and Aerospace Electronics [1][2]. - The overall defense and military sector index rose over 2%, with the Wind military information technology index increasing nearly 4% [2]. - Specific stocks such as Beifang Changlong, Changcheng Military Industry, and Guoji Jinggong reached historical highs [2]. Group 2: Key Developments - The Fujian aircraft carrier is in the final stages of commissioning, with successful test flights reported, emphasizing the urgency to optimize its operational capabilities [3][5]. - The unveiling of unmanned combat modes and the first exposure of the Wuzhen-10 drone's takeoff highlights advancements in military technology [4][5]. Group 3: Investment Opportunities - Analysts suggest focusing on investment opportunities arising from the commissioning of the Fujian carrier and advancements in military AI technology, which enhances the intelligence level of military equipment [5][6]. - The military sector is expected to see a recovery in fundamentals, with catalysts such as order announcements likely to drive performance in the first half of 2025 [5][6]. - Investment strategies include focusing on AI-enabled intelligent combat systems, low-cost precision-guided munitions, and companies with high military trade ratios [6].

Group 1 - The main focus of the article is on the top 20 stocks that have seen significant inflows of capital as of August 4, with notable amounts listed for each company [1] - The leading stock with the highest inflow is Construction Industry, attracting 513 million yuan, followed closely by Great Wall Military Industry with 509 million yuan [1] - Other notable stocks include Shanhe Intelligent with 440 million yuan and Aerospace Electronics with 425 million yuan, indicating strong investor interest in these sectors [1] Group 2 - The total inflow amounts for the top 20 stocks range from 201 million yuan to 513 million yuan, showcasing a diverse range of investment opportunities [1] - Companies such as China Bank and Zhejiang University Network New both received inflows of 201 million yuan, highlighting their attractiveness to investors [1] - The data reflects a trend of capital moving into specific sectors, which may indicate investor confidence in those industries [1]

【主力资金监控：中际旭创净卖出超4亿】智通财经8月4日电，智通财经星矿数据显示，今日早盘主力 资金净流入国防军工、银行、机械设备等板块，净流出医药、计算机、通信等板块，其中医药板块净流 出超35亿元。个股方面，长城军工涨停，主力资金净买入5.09亿元位居首位，海光信息、山河智能、航 天电子获主力资金净流入居前；中际旭创遭净卖出超4亿元，海康威视、胜宏科技、天府文旅主力资金 净流出额居前。 转自：智通财经 ...