2025年8月14日，四川成飞集成科技股份有限公司第八届董事会第二十一次会议以通讯形式召开，8位董 事全部出席。会议审议通过《关于审议公司拟转让子公司集成吉文部分股权的议案》，同意票8票，无 反对和弃权票。为深化集成吉文混改，促进其健康发展，公司计划公开挂牌转让不超18.92%股权，转 让价不低于备案评估价。转让后，公司持股不低于68.50%，仍为控股股东。 ...

证券代码：002190 证券简称：成飞集成 公告编号：2025-034 （三）会议的参加人数：本次董事会会议应出席会议人数 8 人，实际出席会议人数 8 人。 （四）会议的主持人和列席人员：本次董事会会议由公司董事长石晓卿先生主持，公司 部分监事和高管人员列席了会议。 四川成飞集成科技股份有限公司 第八届董事会第二十一次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 （一）发出董事会会议通知的时间和方式：四川成飞集成科技股份有限公司（以下简称 "公司"）第八届董事会第二十一次会议通知于 2025 年 8 月 11 日以书面、电子邮件方式发出。 （二）召开董事会会议的时间、地点和方式：本次董事会会议于 2025 年 8 月 14 日以通 讯形式召开。 （五）会议的召开合法合规：本次董事会会议的召集、召开符合有关法律、行政法规、 部门规章、规范性文件和公司章程的规定。 经与会董事认真审议，通过记名投票方式表决，审议并通过了以下议案： 三、备查文件 1.第八届董事会第二十一次会议决议。 特此公告。 二、董事会会议审议情况 （一） ...

Group 1 - The core viewpoint of the articles highlights the strong performance and potential opportunities in the defense and military industry, particularly in the context of upcoming military parades which historically boost market sentiment and stock prices [2][4][5] - The defense and military sector ETF (512810) has shown significant gains, with a cumulative increase of 5.78% over the week, reaching a three-and-a-half-year high and achieving record trading volume since its inception [3][4] - Despite recent short-term adjustments, the overall trading activity in the defense and military sector remains robust, indicating sustained investor interest and potential for further growth [4][5] Group 2 - Historical data suggests that military parades have catalyzed short-term price surges in the defense and military sector, making the current period particularly favorable for investment [2][4] - The defense and military ETF (512810) encompasses a wide range of themes including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controlled nuclear fusion, positioning it as an efficient investment tool for core assets in the sector [5] - The sector is expected to benefit from the "14th Five-Year Plan" and the opening of military trade, which may enhance the fundamental outlook and create a favorable supply-demand dynamic [5]

8月7日，A股三大指数走势分化，沪指四连阳，盘中最高上探3645.12点，续刷阶段新高，创业板指、深 证成指收跌，两市成交额1.83万亿元，环比放量。 | 序号 代码 名称 | 两日图 现价 涨跌 涨跌幅 ▼ | | --- | --- | | 1 159876 有色龙头ETF > ~~~ 0.664 0.010 1.53% | | | 2 159707 地产ETF | -0.640 0.008 1.27% | | 3 515260 电子ETF | 0.975 0.006 0.62% | | 4 512800 银行ETF | brund 0.874 0.004 0.46% | | 5 512170 医疗ETF | 2. Am 0.369 0.001 0.27% | 盘面热点杂乱，全球贸易波动加剧，特朗普表示美国将对芯片和半导体征收约100%的关税，半导体、 消费电子联袂走强，电子ETF（515260）场内价格一度上涨1.8%。 地产午后拉升，代表A股龙头地产行情的地产ETF（159707）场内收涨逾1%。上海宣布明年将启动城中 村整体改造项目，2027年全面完成小梁薄板房屋改造，继续开展老旧小区改造。 银行延 ...

人民财讯8月6日电，近期，有媒体在网上发布"成飞集成（002190）被一汽大众、一汽奥迪销售'拉 黑'"等新闻。8月6日晚间，经与一汽大众沟通核实后，成飞集成官网发布澄清声明。成飞集成表示，在 2025年6月-7月成飞集成参与一汽大众项目投标时，报价资料未能完全响应一汽大众公司的最新招标文 件格式要求，按照一汽大众内部采购管理最新要求，一汽大众暂缓成飞集成参与投标，期限为2025年8 月1日—2025年10月31日，未取消成飞集成供应商资质，2025年11月1日起恢复成飞集成投标资格。成飞 集成表示，在参与一汽大众项目投标过程中不存在违法行为，对不实陈述并散布虚构事实者，成飞集成 将保留追究其法律责任的权利。 ...

Core Points - The China Securities Index for State-Owned Enterprises in Strategic Emerging Industries has shown significant growth, with a 13.15% increase over the past month and a 21.86% increase over the past three months [1][2] - The index is designed by China Chengtong Holdings Group and includes 50 state-owned enterprises with high growth potential, reflecting the overall performance of representative state-owned companies in strategic emerging industries [1][2] Group 1: Index Performance - The index opened lower but closed higher, with a current value of 1634.48 points and a trading volume of 35.992 billion yuan [1] - Year-to-date, the index has increased by 15.73% [1] Group 2: Index Composition - The top ten holdings in the index include Northern Rare Earth (12.33%), BOE Technology Group (8.71%), and Shengyi Technology (6.52%) [1] - The index is primarily composed of companies listed on the Shanghai Stock Exchange (60.32%), followed by the Shenzhen Stock Exchange (39.53%) and a minimal presence on the Beijing Stock Exchange (0.15%) [1] Group 3: Sector Allocation - The sector allocation of the index shows that Information Technology comprises 39.21%, followed by Industrial (30.22%) and Materials (23.11%) [2] - Other sectors include Communication Services (3.27%), Healthcare (2.49%), Consumer Staples (1.37%), and Utilities (0.32%) [2] Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with changes implemented on the next trading day after the second Friday of June and December [2] - In special circumstances, the index may undergo temporary adjustments, such as removing companies that are delisted or involved in mergers and acquisitions [2]

Core Insights - On August 6, the Shanghai Composite Index rose by 0.45%, with institutional investors appearing on the trading lists of 27 stocks, net buying 12 and net selling 15 [1][2]. Institutional Trading Summary - The stock with the highest net buying by institutional seats was Tongling Nonferrous Metals, which closed at the daily limit with a trading volume of 3.228 billion yuan and a turnover rate of 7.75%. The net buying amounted to 100.6006 million yuan, with significant inflows of 528 million yuan [2][5]. - Chengyi Pharmaceutical saw a 5.41% increase in its stock price, with a turnover rate of 29.52% and a trading volume of 1.527 billion yuan. Institutional net buying reached 88.3878 million yuan, but there was a net outflow of 71.0885 million yuan [2][5]. - Juguang Technology experienced a 16.21% increase, with a turnover rate of 12.45% and a trading volume of 1.088 billion yuan. Institutional net buying was 75.2953 million yuan, with a net inflow of 18.3043 million yuan [3][5]. Performance of Net Bought Stocks - The average increase for stocks with institutional net buying was 12.37%, outperforming the Shanghai Composite Index. Notable performers included Guorui Technology and Beifang Changlong, both closing at the daily limit [3][4]. - Among the stocks with institutional net buying, three had released half-year performance forecasts, with two expecting profit increases. Chengfei Integration had the highest expected net profit growth of 49.24% [3][4]. Institutional Selling Summary - The stock with the highest net selling by institutions was Western Materials, which saw a 10.69% decline, with a net selling amount of 106.8234 million yuan and a total outflow of 1.8 billion yuan [4][6]. - New Henghui had a turnover rate of 42.89% and a net selling of 93.3909 million yuan, with a total outflow of 1.86 billion yuan [4][6]. - Wanlima also had a high turnover rate of 45.88%, with a net selling of 71.2137 million yuan and a slight net inflow of 346.38 thousand yuan [4][6]. Deep and Shanghai Stock Connect Activity - On August 6, 15 stocks on the trading list had participation from the Shenzhen and Shanghai Stock Connect, with net buying in stocks like Chengfei Integration and Dongfang Precision, totaling 153 million yuan and 151 million yuan respectively [7][8]. - The stocks with the highest net buying from the Stock Connect included Chengfei Integration (15.295 million yuan), Dongfang Precision (15.130 million yuan), and Juguang Technology (5.716 million yuan) [8][9].

Market Overview - On August 6, the Shanghai Composite Index rose by 0.45%, the Shenzhen Component Index increased by 0.64%, and the ChiNext Index gained 0.66% [1] - A total of 54 stocks appeared on the "Dragon and Tiger List" due to significant trading activity, with the highest net inflow of funds recorded for Chengfei Integration (002190.SZ) at 308 million yuan [1][4] Stock Performance - Chengfei Integration saw a closing price increase of 10.01% with a turnover rate of 15.33%, and it accounted for 14.7% of the total trading volume [1][2] - The stock with the highest net outflow was Western Materials (002149.SZ), which experienced a net sell-off of 130 million yuan and closed down by 9.95% with a turnover rate of 12.48% [4][6] Institutional Activity - Among the 27 stocks on the Dragon and Tiger List, institutions were involved in 12 net purchases and 15 net sales, with a total net outflow of 223 million yuan [6][11] - The stock with the highest net purchase by institutions was Tongling Nonferrous Metals (000630.SZ), which closed up by 10.11% and had a turnover rate of 7.75% [7] Northbound Capital - On August 6, northbound capital participated in 15 stocks on the Dragon and Tiger List, with a total net purchase of 290 million yuan [10] - Chengfei Integration had the highest net purchase from northbound capital at 153 million yuan, representing 7.3% of its total trading volume [10][11] Joint Activity - Institutions and northbound capital jointly net bought Chengfei Integration, Yuguang Technology, and Tongling Nonferrous Metals, while they jointly net sold Aerospace Science and Technology and Western Materials [11][13]

8月6日，航空航天ETF天弘（159241）开盘拉升，一度涨超2%，净值创上市以来新高。Wind数据显 示，截至8月5日，该基金跟踪标的指数近1年涨幅超37%，近3个月涨幅26%，均领跑军工类主题指数。 7月31日深圳出台了一个"低空基建大礼包"——《深圳市低空基础设施高质量建设方案（2024—2026 年）》发布，要建立深圳地区低空空域管理运行协同机制，2026年全市120米以下无人机适飞空域占比 超75%。 在大盘整体强势背景下，阅兵临近军工板块关注度高，在多重利好因素催化表现活跃，成"易催化"体 质。 9月3日阅兵仪式，届时各种硬核装备有望亮相，也将成为推动军工板块上涨的催化剂。 10月-11月"十五五"规划有望来临，新一轮装备发展的"大计划"很可能落地，军工企业的订单和成长路 线或更清晰。 十四五收官+军贸驱动，基本面向好奠定行情基础 从中期逻辑来看，军工投资机会都值得投资者高看一眼，业绩拐点大概率出现。 2025年作为"十四五"规划收官之年，为确保"十四五"冲刺收官任务圆满完成，军工行业迎来订单释放和 业绩改善关键拐点，持续推动军工行业回暖。 产业链订单迎来小高潮。近期的航展或阅兵或将展示包括"无人 ...

成飞集成今日涨停，全天换手率15.33%，成交额20.94亿元，振幅10.88%。龙虎榜数据显示，机构净买 入6861.53万元，深股通净买入1.53亿元，营业部席位合计净买入8623.73万元。 融资融券数据显示，该股最新（8月5日）两融余额为2.63亿元，其中，融资余额为2.62亿元，融券余额 为70.41万元。近5日融资余额合计减少2247.45万元，降幅为7.89%，融券余额合计增加30.30万元，增幅 75.56%。（数据宝） 成飞集成8月6日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 21314.65 | 6019.50 | | 买二 | 中泰证券股份有限公司湖北分公司 | 5918.94 | 0.36 | | 买三 | 中泰证券股份有限公司深圳分公司 | 4893.77 | 3.50 | | 买四 | 机构专用 | 4011.56 | 144.70 | | 买五 | 机构专用 | 3646.44 | 651.77 | | 卖一 | 深股通专 ...