Group 1 - The aerospace ETF Tianhong (159241) has seen a recent increase of 2.33%, rebounding after two touches of the 20-day moving average, with a trading volume of 240.35 million yuan [2] - The ETF has accumulated a 4.41% increase over the past month, ranking first among comparable funds [2] - In terms of net inflow, the ETF has attracted a total of 60.56 million yuan over the past five days, also leading among similar products [2] Group 2 - Shenzhen has released a plan to build a high-quality low-altitude infrastructure, aiming to establish itself as the "global low-altitude economy capital" by 2026, with an expected economic output of over 130 billion yuan [3] - The commercial aerospace sector is expected to continue being driven by satellite constellation construction and commercial launches, with a positive outlook for mid-term performance in satellite manufacturing [3] - The aerospace ETF is seen as an efficient way for ordinary investors to participate in the military industry investment [3] Group 3 - The aerospace ETF Tianhong (159241) closely tracks the National Aerospace and Aviation Industry Index, focusing on key areas such as aircraft and satellite industries [4] - The index has a high concentration of defense and military stocks, with 98.2% of its constituents belonging to the defense industry [5] - The index also has the highest exposure to drone-related companies in the market, making it a leader in this segment [6] Group 4 - The index covers the aerospace industry chain comprehensively, with over 69% weight in aerospace, aviation, and naval equipment [7] - The technology attributes of the index constituents are stronger, aligning with the trend of high-end development in the military and aerospace sectors [8] - Revenue growth expectations for the index in 2025 are projected to exceed those of traditional military indices [9]

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 ...

Core Viewpoint - The defense and military industry sector is experiencing fluctuations, with the ETF (512810) showing signs of strong buying interest despite recent volatility [1][4]. Group 1: Market Performance - On August 1, the defense and military ETF (512810) initially dropped by 2% but later rebounded, currently down by 1.31% [1]. - The ETF has seen a continuous net subscription of 99.35 million yuan over the past four trading days, indicating strong buying momentum [1]. - The ETF is currently trading at a price of 0.678, with a trading volume of 759 [2]. Group 2: Sector Analysis - The defense and military sector is believed to be in a state with significant upward potential and limited downside risk, according to Zhonghang Securities [3]. - The sector is expected to benefit from several catalysts, including the military's "14th Five-Year Plan" entering a critical delivery phase, potential breakthroughs in military trade, and a rebound in net profits for some military stocks [5]. Group 3: Investment Opportunities - The ETF (512810) covers a wide range of themes, including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion [6]. - The investment threshold for the ETF has been halved due to a share split in June, making it more accessible for investors [7].

责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300527 | ST应急 | + | -19.98 | 99.66 Z | 24.04 | | 301357 | 北方长龙 | 1 | -9.66 | 88.54 Z | 179.78 | | 300591 | 万里马 | + | -7.04 | 45.03 乙 | 170.07 | | 688511 | *ST天微 | + | -6.81 | 22.80 乙 | 42.39 | | 601606 | 长城军工 | 1 | -6.63 | 235亿 | 175.34 | | 600435 | 北方导航 | 1 | -6.49 | 253亿 | 71.61 | | 600967 | 内蒙一机 | 来 | -6.06 | 340亿 | 136.21 | | 300600 | 国瑞科技 | | -6.06 | 46.99 乙 | 109.86 | | 600184 | 米电股份 | 1 | -5.97 | 115亿 | 90.89 | | 00 ...

7月30日，A股三大指数涨跌不一。全天成交1.87万亿元，较前一交易日增量417亿元，全市场超3500股 下跌。 市场热点聚焦水产养殖、婴童概念、乳业股，旅游酒店、影视概念活跃；数字货币、电池、小金属、跨 境支付等板块走低。 今日共48股涨停，连板股总数12只，19股封板未遂，封板率为72%（不含ST股、退市股）。 焦点股方面，西藏旅游晋级8连板，超级水电概念股南方路机、西宁特钢8天7板，韩建河山8天6板，参 与出品《南京照相馆》的幸福蓝海20CM5天4板。 | 代码 | 名称 | 价格 | 涨幅 | 几天几板 涨停分析 | 换手率 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | | 600749 | 西藏旅游 | 25.64 | +10.00% | 8连板 西藏+入境游增长+景区运营 | 4.18% | 2.43 Z | | 600117 | 西宁特钢 | 4.20 | +9.95% | 8天7板 雅下水电概念+特钢+产量增 | 7.39% | 10.03 Z | | 603280 | 南方路机 | 49.87 | +9.99% | 8天7板 水利工程 ...

7月30日，A股三大指数涨跌不一。全天成交1.87万亿元，较前一交易日增量417亿元，全市场超3500股下跌。 市场热点聚焦水产养殖、婴童概念、乳业股，旅游酒店、影视概念活跃；数字货币、电池、小金属、跨境支付等板块走低。 今日共48股涨停，连板股总数12只，19股封板未遂，封板率为72%（不含ST股、退市股）。 焦点股方面，西藏旅游晋级8连板，超级水电概念股南方路机、西宁特钢8天7板，韩建河山8天6板，参与出品《南京照相馆》的幸福蓝海20CM5天4板。 | 代码 | 名称 | 价格 | 涨幅 | 几天几板 涨停分析 | 换手率 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | | 600749 | 西藏旅游 | 25.64 | +10.00% | 8连板 四藏+入境游增长+景区运营 | 4.18% | 2.4317. | | 600117 | 西宁特钢 | 4.20 | +9.95% | 8天7板 雅下水甲概念+特钢+产量增 | 7.39% | 10.03 7. | | 603280 | 南方路机 | 49.87 | +9.99% | 8天7板 水利工程+ ...

建设工业今日下跌9.95%，全天换手率31.47%，成交额51.97亿元，振幅15.75%。龙虎榜数据显示，深股 通净卖出919.18万元，营业部席位合计净卖出8.51亿元。 深交所公开信息显示，当日该股因日振幅值达15.75%、日换手率达31.47%、日跌幅偏离值达-9.22%上 榜，深股通净卖出919.18万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交14.01亿元，其中，买入成交额为2.71亿 元，卖出成交额为11.31亿元，合计净卖出8.60亿元。 具体来看，今日上榜的营业部中，深股通为第一大买入营业部及第四大卖出营业部，买入金额为 6762.39万元，卖出金额为7681.57万元，合计净卖出919.18万元。 近半年该股累计上榜龙虎榜8次，上榜次日股价平均涨4.77%，上榜后5日平均涨5.71%。 资金流向方面，今日该股主力资金净流出11.69亿元，其中，特大单净流出6.17亿元，大单资金净流出 5.52亿元。近5日主力资金净流出9.27亿元。 融资融券数据显示，该股最新（7月29日）两融余额为8.43亿元，其中，融资余额为8.42亿元，融券余额 为105.16万元。近5日融资余额 ...

沪指7月30日上涨0.17%，申万所属行业中，今日上涨的有14个，涨幅居前的行业为钢铁、石油石化， 涨幅分别为2.05%、1.84%。跌幅居前的行业为电力设备、计算机，跌幅分别为2.22%、1.59%。汽车行 业位居今日跌幅榜第三。 资金面上看，两市主力资金全天净流出666.55亿元，今日有7个行业主力资金净流入，银行行业主力资 金净流入规模居首，该行业今日上涨0.63%，全天净流入资金11.36亿元，其次是传媒行业，日涨幅为 0.99%，净流入资金为10.29亿元。 主力资金净流出的行业有24个，计算机行业主力资金净流出规模居首，全天净流出资金104.72亿元，其 次是电子行业，净流出资金为82.71亿元，净流出资金较多的还有电力设备、有色金属、非银金融等行 业。 汽车行业今日下跌1.27%，全天主力资金净流出55.81亿元，该行业所属的个股共276只，今日上涨的有 39只，涨停的有2只；下跌的有234只，跌停的有1只。以资金流向数据进行统计，该行业资金净流入的 个股有77只，其中，净流入资金超3000万元的有6只，净流入资金居首的是中马传动，今日净流入资金 1.83亿元，紧随其后的是飞乐音响、九号公司，净 ...

| 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 | 表出金额(万) | 占总成交比例 | 净额(万)2 | | 1 | 深殿通专用 | 494次 45.34% | 0 | 6762.39 | 1.30% | 7681.57 | 1.48% | -919.18 | | 2 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业部 | 173次 42.20% | ▶ | 5522.31 | 1.06% | 3780.85 | 0.73% | 1741.47 | | 3 | 国泰海通证券股份有限公司北京金融街证券营业部 | 43 × 48.84% | ▲ | 4928.03 | 0.95% | 63.88 | 0.01% | 4864.15 | | 4 | 国信证券股份有限公司浙江互联网分公司 | 252次 30.16% | ▲ | 4621.70 | 0.89% | 2113.60 | 0.41% | 2508.10 ...

Core Viewpoint - Construction Industry (002265.SZ) experienced a strong opening, reaching an all-time high, but subsequently fell to a limit down, with a turnover rate of 31.47% and a transaction volume of 5.197 billion yuan [1] Trading Activity Summary - The top selling entity, "Mao Boss," sold a net amount of 678 million yuan, while Guojin Securities' Chongqing Jiangbeizui ranked second with a net sell of 137 million yuan [1] - Overall, the buying entities accumulated 271 million yuan, while the selling entities totaled 1.131 billion yuan, resulting in a net sell of 860 million yuan [1] Top Trading Departments - The top five buying departments included: 1. Shen Stock Connect Special Account: 67.624 million yuan (1.30% of total transactions) 2. Guotai Junan Securities, Shanghai Changning District: 55.223 million yuan (1.06%) 3. Guotai Junan Securities, Beijing Financial Street: 49.280 million yuan (0.95%) 4. Guoxin Securities, Zhejiang Internet Branch: 46.217 million yuan (0.89%) 5. Dongfang Caifu Securities, Lhasa Tuanjie Road: 43.917 million yuan (0.85%) [1] - The top five selling departments included: 1. Guotai Junan Securities, Beijing Guomao: 32.600 million yuan (0.01%) 2. Guojin Securities, Chongqing Jiangbeizui: 3.494 million yuan (0.07%) 3. China Galaxy Securities, Xiamen Jiahe Road: 3.144 million yuan (0.06%) 4. Shen Stock Connect Special Account: 67.624 million yuan (1.30%) 5. Lianchu Securities, Chongqing Jiangbeizui: 1.563 million yuan (0.03%) [1]