截至8月14日收盘，兵装重组概念下跌4.69%，位居概念板块跌幅榜前列，板块内，建设工业、长城军 工、华强科技等跌幅居前。 兵装重组概念资金流出榜 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 电子身份证 | 1.44 | 兵装重组概念 | -4.69 | | 芬太尼 | 1.24 | 中船系 | -4.10 | | 脑机接口 | 0.92 | 房屋检测 | -3.26 | | 数字货币 | 0.74 | 共封装光学(CPO) | -3.07 | | 跨境支付(CIPS) | 0.67 | 特钢概念 | -3.04 | | 移动支付 | 0.48 | 成飞概念 | -2.98 | | 蚂蚁金服概念 | -0.01 | PET铜箔 | -2.95 | | 高压氧舱 | -0.04 | 太赫兹 | -2.85 | | 期货概念 | -0.20 | F5G概念 | -2.83 | | 国产操作系统 | -0.22 | 光刻胶 | -2.74 | 资金面上看，今日兵装重组概念板块获主力资金净流出25.00亿元，其中，7股获主力资金净流出，5 ...

Market Overview - The military electronics sector experienced a decline of 1.79% on August 14, with Aerospace Changfeng leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Stock Performance - Notable gainers in the military electronics sector included: - *ST Aowei (002231): Closed at 3.99, up 5.00% with a trading volume of 608,400 shares and a turnover of 240 million yuan - AVIC Optoelectronics (002179): Closed at 40.66, up 4.15% with a trading volume of 739,500 shares and a turnover of 3.051 billion yuan - Raytheon Defense (002413): Closed at 6.48, up 3.85% with a trading volume of 2,297,800 shares and a turnover of 1.456 billion yuan [1] - Major decliners included: - Aerospace Changfeng (600855): Closed at 16.58, down 9.99% with a trading volume of 681,200 shares and a turnover of 1.166 billion yuan - Jingpin Special Equipment (688084): Closed at 95.20, down 6.95% with a trading volume of 30,200 shares and a turnover of 294 million yuan [2] Capital Flow - The military electronics sector saw a net outflow of 2.116 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.104 billion yuan [2] - Specific stock capital flows included: - Haige Communication (002465): Net inflow of 1.45 billion yuan from institutional investors, with a net outflow of 461.46 million yuan from retail investors - Raytheon Defense (002413): Net inflow of 130 million yuan from institutional investors, with a net outflow of 32.54 million yuan from retail investors [3]

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase of 5.58%, leading the concept sector in terms of growth, with six stocks rising, including Changcheng Military Industry and Hunan Tianyan reaching the daily limit [1] - The top gainers in the military equipment restructuring concept include Hunan Tianyan, which saw a net inflow of 7.41 billion yuan, followed by Changcheng Military Industry and Huachuang Technology with net inflows of 6.17 billion yuan and 525.3 million yuan respectively [1][2] - The military equipment restructuring concept has attracted a total net inflow of 1.45 billion yuan, with six stocks receiving over 30 million yuan in net inflow [1] Group 2 - Hunan Tianyan, Changcheng Military Industry, and Huachuang Technology have the highest net inflow ratios at 40.76%, 13.79%, and 9.11% respectively [2] - The trading performance of Hunan Tianyan and Changcheng Military Industry both recorded a daily increase of 10.01%, indicating strong market interest [2] - The turnover rates for the top stocks in the military equipment restructuring concept are notable, with Hunan Tianyan at 15.70% and Changcheng Military Industry at 9.42% [2]

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase in stock prices, with a rise of 2.90%, ranking 8th among concept sectors on August 11 [1] - Within the military equipment restructuring sector, six stocks experienced gains, with Changcheng Military Industry hitting the daily limit, and Hunan Tianyan, Construction Industry, and Changan Automobile also showing notable increases of 5.18%, 2.93%, and 1.25% respectively [1] - The military equipment restructuring sector attracted a net inflow of 244 million yuan from main funds, with Changcheng Military Industry leading the inflow at 216 million yuan [1] Group 2 - In terms of fund inflow ratios, Changan Automobile, Changcheng Military Industry, and Construction Industry had the highest net inflow rates of 8.10%, 5.37%, and 0.95% respectively [2] - The fund inflow ranking for the military equipment restructuring concept shows that Changcheng Military Industry had a daily increase of 10.00% with a turnover rate of 10.01%, while Changan Automobile increased by 1.25% with a turnover rate of 0.95% [2] - Other stocks in the sector, such as Zhongguang Optical and Dong'an Power, showed mixed results, with Zhongguang Optical increasing by 0.83% and Dong'an Power decreasing by 0.61% [2]

金融界消息 截至2025年8月5日收盘，中光学（002189）报收于27.99元，上涨4.09%，换手率14.6%，成 交量38.12万手，成交金额10.59亿元。 资金流向方面，今日主力资金净流出2375.21万元，占比成交额2.24%。其中，超大单净流出2326.46万 元、占成交额2.2%，大单净流出48.74万元、占成交额0.05%，中单净流出流入1226.87万元、占成交额 1.16%，小单净流入1148.34万元、占成交额1.08%。 中光学最新一期业绩显示，截至2025一季报，公司营业总收入2.62亿元、同比减少41.91%，归属净利润 6811.03万元，同比减少583.57%，扣非净利润6912.21万元，同比减少352.11%，流动比率0.865、速动比 率0.650、资产负债率74.33%。 天眼查商业履历信息显示，中光学集团股份有限公司，成立于1995年，位于南阳市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本26119.9273万人民币，实缴资本14923.99万 人民币。公司法定代表人为陈海波。 通过天眼查大数据分析，中光学集团股份有限公司共对外投资了14 ...

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase of 5.68%, leading the concept sector in terms of growth [1][2] - Within the military equipment restructuring concept, seven stocks experienced gains, with notable performances from Changcheng Military Industry and Construction Industry, both hitting the daily limit, and Huachuang Technology, Hunan Tianyan, and Zhongguang Optical also showing strong increases of 5.87%, 5.67%, and 5.00% respectively [1][2] Group 2 - The military equipment restructuring concept received a net inflow of 1.401 billion yuan from main funds today, with seven stocks attracting this inflow [2][3] - The top three stocks by net inflow were Construction Industry with 650 million yuan, Changcheng Military Industry with 618 million yuan, and Zhongguang Optical with approximately 40 million yuan [2][3] - The net inflow ratios for the leading stocks were 20.01% for Construction Industry, 17.68% for Changcheng Military Industry, and 8.47% for Huachuang Technology [3]

证券日报网讯中光学（002189）8月1日在互动平台回答投资者提问时表示，公司先进光学技术和相关部 件产品将积极参与AI人工智能时代的发展浪潮。 ...

兵装重组概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601606 | 长城军工 | 1.79 | 23.17 | -44088.01 | | 002265 | 建设工业 | -6.51 | 15.06 | -20509.69 | | 000625 | 长安汽车 | -0.31 | 0.98 | -9824.58 | | 002189 | 中光学 | -1.35 | 5.79 | -1755.61 | | 688151 | 华强科技 | -3.10 | 2.31 | -1690.24 | | 600178 | 东安动力 | -1.43 | 4.51 | -1521.93 | | 600698 | 湖南天雁 | -2.39 | 7.99 | -933.72 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 截至8月1日收盘，兵装重组概念下跌1.90%，位居概念板块跌幅榜前列，板块内，建设工业、华强科 技、湖南天雁等跌幅居前。 今日涨跌幅居前 ...

金融界消息 截至2025年7月30日收盘，中光学（002189）报收于26.18元，下跌1.98%，换手率7.43%， 成交量19.40万手，成交金额5.16亿元。 通过天眼查大数据分析，中光学集团股份有限公司共对外投资了14家企业，参与招投标项目2446次，专 利信息58条，此外企业还拥有行政许可9个。 来源：金融界 中光学最新一期业绩显示，截至2025一季报，公司营业总收入2.62亿元、同比减少41.91%，归属净利润 6811.03万元，同比减少583.57%，扣非净利润6912.21万元，同比减少352.11%，流动比率0.865、速动比 率0.650、资产负债率74.33%。 天眼查商业履历信息显示，中光学集团股份有限公司，成立于1995年，位于南阳市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本26119.9273万人民币，实缴资本14923.99万 人民币。公司法定代表人为陈海波。 资金流向方面，今日主力资金净流出3522.63万元，占比成交额6.82%。其中，超大单净流出248.11万 元、占成交额0.48%，大单净流出3274.52万元、占成交额6.34%，中单净流 ...

Group 1 - The military equipment restructuring concept declined by 2.46%, ranking among the top declines in the concept sector, with companies like Construction Industry, Dong'an Power, and Hunan Tianyan experiencing significant drops [1][2] - Among the stocks in the military equipment restructuring concept, only two stocks saw price increases, with Changcheng Military Industry and Huqiang Technology rising by 2.94% and 0.56% respectively [1][2] Group 2 - The military equipment restructuring concept experienced a net outflow of 1.815 billion yuan in main funds today, with six stocks seeing net outflows, and five stocks having outflows exceeding 50 million yuan [2] - The stock with the highest net outflow was Construction Industry, which saw a net outflow of 1.169 billion yuan, followed by Changcheng Military Industry, Changan Automobile, and Dong'an Power with net outflows of 248 million yuan, 167 million yuan, and 123 million yuan respectively [2]