格隆汇8月6日｜成飞集成(002190.SZ)今日涨停，换手率15.33%，成交额20.94亿元。龙虎榜数据显示， 深股通买入2.13亿元，卖出6020万元，净买入1.53亿元；两家机构买入7658万元，卖出796万元，净买入 6862万元；游资"城管希"位列买二席位，净买入5919万元。上榜席位全天买入4.28亿元，卖出1.21亿 元，合计净买入3.08亿元。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | 占总成交比例 | 净额(万)2 | | 1 | 深般通专用 | 539 45.27% | 6 | 21314.65 | ...

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 1 深股通专用 | | 539次 45.27% 2 | 21314.65 | 10.18% | | 2 | 中泰证券股份有限公司湖北分公司 | 38次 39.47% | 5918.94 | 2.83% | | 3 | 中泰证券股份有限公司深圳分公司 | 9次 55.56% | 4893.77 | 2.34% | | 4 机构专用 | | 1512次 43.19% | 4011.56 | 1.92% | | 5 机构专用 | | 1512次 43.19% | 3646.44 | 1.74% | 格隆汇8月6日｜成飞集成(002190.SZ)今日涨停，换手率15.33%，成交额20.94亿元。龙虎榜数据显示，深股通买入2.13亿元，卖出6020万元，净买入1.53亿 元；两家机构买入7658万元，卖出796万元，净买入6862万元；游资"城管希"位列买二席位，净买入5919万元。上榜席位全天买入4.28亿元，卖出1.21亿元， 合计净买入3.08亿元。(格隆汇) | 序号 ...

Market Performance - Chengfei concept stocks rose by 2.63%, ranking 10th in the concept sector, with 37 stocks increasing in value [1] - Notable gainers included Huami New Materials with a 30% limit up, Chengfei Integration, and Lijun Shares, both hitting the upper limit [1] - The top decliners were Xiling Power, New Dazhou A, and Huali Chuantong, with declines of 1.71%, 1.25%, and 1.18% respectively [1] Capital Flow - The Chengfei concept sector saw a net inflow of 1.098 billion yuan, with 24 stocks receiving net inflows [2] - Chengfei Integration led the net inflow with 659 million yuan, followed by Zhonghang Chengfei and Lijun Shares with 234 million yuan and 171 million yuan respectively [2][3] - The net inflow ratios for Chengfei Integration, Lijun Shares, and Houp Shares were 31.47%, 9.14%, and 7.84% respectively [3] Stock Performance - Chengfei Integration had a daily increase of 10.01% with a turnover rate of 15.33% [3] - Zhonghang Chengfei and Lijun Shares also performed well, with increases of 4.77% and 9.99% respectively [3] - Other notable performers included Huami Shares and Kunshan Intelligent, which rose by 4.94% and 4.05% respectively [1][3]

| 代码 | 名标 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 836247 | 华密新材 | 1 | 20.06 | 44.88 乙 | 79.26 | | 301117 | 佳缘科技 | | 19.99 | 46.14亿 | 63.40 | | 300600 | 国瑞科技 | 家 | 17.39 | 59.58亿 | 166.10 | | 301357 | 北方长龙 | 1 | 15.20 | 144亿 | 356.02 | | 300024 | 机器人 | 1 | 14.90 | 315亿 | 12.14 | | 300581 | 晨曦航空 | | 13.87 | 137亿 | 121.94 | | 300965 | 恒宇信通 | * | 12.67 | 54.11亿 | 153.98 | | 839680 | *ST广道 | | 11.12 | 7.30亿 | -26.32 | | 002190 | 成飞集成 | | 10.01 | 140亿 | 101.24 | | 601606 | 长城军工 | $ | 1 ...

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]

成飞集成官网介绍，公司是由中国航空工业集团有限公司控股的高科技股份有限公司，2007年首次公开发行股票并在深交所上市（股票 代码：002190），成为国内汽车覆盖件模具行业的第一家上市公司。公司主要产品是中高档轿车侧围、顶盖、车门、翼子板等外覆盖件 模具、航空数控零件制造和汽车零部件冲压。拥有安徽成飞集成瑞鹄模具有限公司，四川成飞集成吉文汽车零部件有限公司两家控股子 公司，是一个跨区域的集团化上市公司。 转自：大众报业·齐鲁壹点 齐鲁晚报·齐鲁壹点记者于中国一汽电子招标采购交易平台获悉，成飞集成（002190.SZ）近期入列其负面行为公示栏。 内容显示，一汽奥迪销售有限责任公司、一汽-大众汽车有限公司将成飞集成列为正式禁入供应商。一汽奥迪销售公司对成飞集成的正式 禁入时间为2025年8月1日至2025年10月31日，一汽-大众对成飞集成的正式禁入时间同上。 成飞集成7月14日晚间发布的2025年半年度业绩预告显示，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润亏损1100万 元—1600万元，公司上年同期亏损2659.71万元。本报告期航空零部件业务产销量均有所增长，使得航空零部件业务 ...

Investment Rating - The report maintains a positive outlook on the military industry, emphasizing investment opportunities related to the upcoming military parade, military trade, industry recovery, and the new combat capabilities outlined in the "14th Five-Year Plan" [5][51]. Core Insights - The report identifies four main investment themes: the upcoming military parade commemorating the 80th anniversary of the victory in the Anti-Japanese War, the acceleration of China's military trade, the anticipated recovery in industry prosperity, and the focus on new combat capabilities during the "14th Five-Year Plan" [2][11][19]. - Historical data shows that previous military parades in 2015 and 2019 led to significant excess returns in the military sector, with maximum absolute returns of 84.8% and 46.0%, respectively [3][21][30]. - Recent geopolitical events, such as the India-Pakistan conflict, have increased military trade demand and highlighted the performance of Chinese military equipment, further boosting the military sector's market value [4][35][37]. Summary by Sections Investment Logic - The report highlights the significance of the military parade on September 3, 2025, which will showcase advanced military technologies, including unmanned systems and cyber warfare capabilities, potentially catalyzing the military sector's growth [2][11]. - It notes the increasing profitability of Chinese military enterprises as military trade expands, with gross margins of key players like North Industries and AVIC showing promising trends compared to their U.S. counterparts [2][13]. - The report anticipates a sustained high level of orders for military enterprises in the second half of the year, indicating a positive industry outlook [2][15]. Historical Review - The report reviews the performance of the military sector during the 2015 and 2019 parades, noting substantial returns driven by market enthusiasm for military capabilities [3][21][30]. - It emphasizes that the military sector has consistently outperformed broader market indices during these periods, indicating a strong correlation between military events and stock performance [3][30]. Major Industry Events - Key events such as the announcement of the military parade, the India-Pakistan conflict, and various military exhibitions have significantly impacted the military sector's stock performance, with notable increases in index values following these announcements [4][32][38]. - The report details how the military sector has gained traction through various promotional activities and media coverage, enhancing public interest and investment potential [4][44]. Investment Recommendations - The report suggests focusing on military-related stocks that are likely to benefit from the upcoming parade, military trade opportunities, and advancements in new combat capabilities [5][51].

| 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 | 2.89 | 冰雪产业 | -0.18 | | 大飞机 | 2.84 | 硅能源 | -0.16 | 截至8月4日收盘，成飞概念上涨3.52%，位居概念板块涨幅第4，板块内，41股上涨，爱乐达20%涨停， 利君股份涨停，西菱动力、川环科技、多浦乐等涨幅居前，分别上涨8.47%、7.29%、6.96%。 今日涨跌幅居前的概念板块 | 302132 | 中航成 | 2.58 | ...

资金流向方面，今日主力资金净流入8505.09万元，占比成交额9.35%。其中，超大单净流入6946.03万 元、占成交额7.63%，大单净流入1559.06万元、占成交额1.71%，中单净流出流出3819.26万元、占成交 额4.2%，小单净流出4685.83万元、占成交额5.15%。 成飞集成最新一期业绩显示，截至2025一季报，公司营业总收入5.06亿元、同比增长3.72%，归属净利 润48.43万元，同比增长108.33%，扣非净利润11.26万元，同比增长101.79%，流动比率1.206、速动比率 0.936、资产负债率37.95%。 金融界消息 截至2025年8月4日收盘，成飞集成（002190）报收于35.14元，上涨3.96%，换手率7.26%， 成交量26.04万手，成交金额9.10亿元。 通过天眼查大数据分析，四川成飞集成科技股份有限公司共对外投资了6家企业，参与招投标项目113 次，知识产权方面有商标信息3条，专利信息138条，此外企业还拥有行政许可69个。 来源：金融界 天眼查商业履历信息显示，四川成飞集成科技股份有限公司，成立于2000年，位于成都市，是一家以从 事专用设备制造业为 ...

中航成飞在机构调研时表示，公司作为国内航空整机装备研制生产重点骨干企业，坚持科技自立自强， 以科技创新引领企业高质量发展。通过多年的创新发展，公司主要产品供应链为全国产化。当前，公司 产业链供应链稳定畅通。 ...