Group 1 - The company, Boyun New Materials (002297), has a subsidiary, Boyun Dongfang, which is engaged in the production and sales of hard alloys, including ultra-coarse crystal hard alloys used for shield tunneling machine tools [1] - Currently, the sales of shield tunneling machine tool materials are primarily directed towards manufacturers of shield tunneling machines or accessory parts, with no direct supply to China Railway Construction Corporation or China Railway Industry [1] - The overall gross profit margin of hard alloy products, including shield tunneling machine tool materials, is low, and the sales contribution of shield tunneling machine tool materials to Boyun Dongfang's revenue is small, resulting in minimal profit contribution from these materials [1]

Core Viewpoint - The A-share market experienced a significant decline in military stocks, with several companies hitting their daily limit down or showing substantial losses [1][2]. Company Performance Summary - **Shenli Co., Ltd. (603819)**: Closed down 10.01%, total market value at 2.896 billion, year-to-date increase of 8.12% [2]. - **Jianshe Industry (002265)**: Near limit down at -9.30%, total market value at 40.4 billion, year-to-date increase of 67.98% [2]. - **Guotou Intelligent (300188)**: Decreased by 8.65%, total market value at 15.4 billion, year-to-date increase of 30.17% [2]. - **China Electric Xilong (002298)**: Dropped by 6.72%, total market value at 5.447 billion, year-to-date increase of 38.35% [2]. - **Fiyada (000026)**: Fell by 5.31%, total market value at 6.87 billion, year-to-date increase of 68.00% [2]. - **Liujiu 12 (301592)**: Decreased by 5.21%, total market value at 11.2 billion, year-to-date increase of 10.66% [2]. - **Boyun New Materials (002297)**: Down by 5.09%, total market value at 5.559 billion, year-to-date increase of 40.99% [2]. - **Xuguang Electronics (600353)**: Dropped by 5.03%, total market value at 10.6 billion, year-to-date increase of 78.72% [2]. - **Hongdu Aviation (600316)**: Decreased by 4.96%, total market value at 30.4 billion, year-to-date increase of 31.92% [2]. - **Inner Mongolia First Machinery (600967)**: Fell by 4.63%, total market value at 35 billion, year-to-date increase of 143.18% [2]. - **Midian Co., Ltd. (600184)**: Decreased by 4.38%, total market value at 11.5 billion, year-to-date increase of 90.60% [2]. - **Kaige Precision Machinery (301338)**: Dropped by 4.24%, total market value at 4.992 billion, year-to-date increase of 51.17% [2]. - **Modern Gold (300830)**: Fell by 4.12%, total market value at 4.405 billion, year-to-date increase of 26.09% [2]. - **Changwo Tong (688143)**: Decreased by 4.01%, total market value at 5.101 billion, year-to-date increase of 89.51% [2].

（原标题：博云新材换手率32.69%，2机构现身龙虎榜） 博云新材今日下跌6.15%，全天换手率32.69%，成交额18.99亿元，振幅8.56%。龙虎榜数据显示，机构净卖出5990.39万元，营业部席位合计净卖 出8572.96万元。 深交所公开信息显示，当日该股因日换手率达32.69%上榜，机构专用席位净卖出5990.39万元。 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3.83亿元，其中，买入成交额为1.18亿元，卖出成交额为2.64亿元，合计净卖出1.46 亿元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买一、卖一、卖四，合计买入金额4296.71万元，卖出金额1.03亿元，合计净卖出 5990.39万元。 资金流向方面，今日该股主力资金净流出2.67亿元，其中，特大单净流出1.78亿元，大单资金净流出8940.23万元。近5日主力资金净流出2.68亿 元。 (产品代码: 560800) ★ 跟踪：中证数字经济主题指数 近五日涨跌：4.37% 市盈率：62.36倍 资金流向：最新份额为9.7亿份，减少了600.0万份，主力资金净 流入234.7万元。 融资融券数据显示， ...

当天机构净买入前三的股票分别是景旺电子、德科立、北方长龙，净买入金额分别是2.5亿元、1.38亿 元、1.16亿元。 | 祥鑫科技 | 10.01% | -1011.37 | | --- | --- | --- | | 科净源 | 20.02% | -1023.01 | | 拓山重工 | 4.40% | -1099.08 | | 中化国际 | 10.10% | -1997.67 | | 方邦股份 | 20.00% | -2460.92 | | 恒宝股份 | 4.63% | -5590.73 | | 和泰机电 | -2.12% | -5658.30 | | 爱婴室 | 2.62% | -8813.31 | | 博云新材 | -6.15% | -2131.81 | | 上海电影 | -7.05% | -2581.69 | | 昭衍新药 | 9.94% | -2830.30 | 当天机构净卖出前三的股票分别是昭衍新药、上海电影、博云新材，净流出金额分别是2830万元、2582 万元、2132万元。 当天机构净买入前三的股票分别是景旺电子、德科立、北方长龙，净买入金额分别是2.5亿元、1.38亿 元、1.16亿元。 ...

Group 1 - The company, Boyun New Materials (002297), clarified that it has not directly participated in the Yaxia Hydropower Station project [1] - A subsidiary of the company, Boyun Dongfang, has previously provided materials for shield machine tools to China Railway Construction Heavy Industry indirectly, but the overall gross margin for hard alloy products, including shield machine tools, is low [1] - The contribution of shield machine tool materials to Boyun Dongfang's profits is currently minimal [1]

Company Overview - The company, Boyun New Materials (博云新材), operates a subsidiary named Boyun Dongfang, which specializes in high-performance ultra-fine/nano hard alloy rods, high-performance hard alloy mold materials, and other related products [1] - Boyun Dongfang's products are utilized in various industries including modern mining, manufacturing, energy, transportation, construction, information technology, and healthcare [1] Product Applications - The high toughness special coarse crystal hard alloy products developed by Boyun Dongfang are specifically designed for shield tunneling machines, particularly for shield cutter tools [1]

Core Viewpoint - Ceramic matrix composites (CMCs) exhibit excellent high-temperature performance and have broad applications in aerospace, nuclear power, and automotive industries, with significant market potential. China leads in brake and thermal protection for aircraft but lags in aerospace engine applications. The demand for CMCs in China's aerospace industry may reach a turning point in 2024, driven by advancements in production technology and cost reductions [2][12]. Group 1: CMC Characteristics and Applications - CMCs are defined as composites that incorporate reinforcing materials into a ceramic matrix, resulting in superior properties such as high-temperature resistance, low density, and high strength [3][19]. - SiCf/SiC composites are a research focus due to their excellent oxidation resistance and longevity, making them ideal for aerospace engine applications [4][26]. - CMCs are increasingly recognized as strategic materials for next-generation aerospace engines, capable of withstanding temperatures significantly higher than traditional nickel-based superalloys [29][33]. Group 2: Market Growth and Demand - The global CMC market was valued at $11.9 billion in 2022 and is projected to grow at a CAGR of 10.5%, reaching $21.6 billion by 2028, with the highest market share in defense and aerospace sectors [5]. - The demand for CMCs in the aerospace sector is expected to surge, particularly for components like combustion chambers and turbine blades, as countries strive for higher engine efficiency and reduced emissions [32][40]. Group 3: CMC Production and Industry Landscape - The production of CMCs involves complex processes with high barriers to entry, including fiber preparation, preform weaving, interface layer preparation, and matrix densification [6][7]. - General Electric (GE) has established a vertically integrated CMC supply chain, significantly increasing production capacity and demonstrating successful applications in various engine components [6][40][41]. - China's CMC industry has developed a relatively complete supply chain, with advancements in silicon carbide fiber production and CMC applications, particularly in brake materials for aircraft [8][10][11]. Group 4: Future Investment Opportunities - The anticipated turning point in demand for CMCs in China's aerospace industry presents substantial growth potential for related companies, especially as production technologies improve and costs decrease [12][8]. - As the application of SiCf/SiC composites matures, upstream raw material demand will increase, leading to potential rapid growth for midstream CMC component manufacturers [12][10].

暗盘资金一眼洞悉庄家意图>> 大飞机板块早盘走强，西测测试（301306）涨超12%盘中创历史新高，航天动力（600343）涨停，超捷 股份（301005）涨超10%，博云新材（002297）、日发精机（002520）、再升科技（603601）、中研股 份、华工科技（000988）跟涨。 ...

Group 1 - The stock of Boyun New Materials has experienced significant price increases, with four limit-up days within five trading days, resulting in a cumulative increase of 36.66% and a turnover rate of 61.15% [2] - As of July 24, the stock's trading volume reached 26.34 million shares, with a transaction amount of 283 million yuan, and a turnover rate of 4.60% [2] - The total market capitalization of the stock in the A-share market is currently 6.195 billion yuan [2] Group 2 - The margin trading data shows that as of July 24, the stock's margin balance is 286 million yuan, with a financing balance of 286 million yuan, which increased by 25.23 million yuan from the previous trading day, reflecting a growth of 9.69% [2] - Over the past five days, the margin balance has increased by 34.71 million yuan, representing a growth of 13.84% [2] - The stock has appeared on the Dragon and Tiger list twice due to a cumulative price deviation of 20% over three consecutive trading days and a daily turnover rate of 20% [2] Group 3 - As of July 20, the number of shareholders for the company is 60,432 [3] - The company's first-quarter report released on April 29 indicates that it achieved total operating revenue of 168 million yuan, a year-on-year increase of 50.84%, while net profit was 982,800 yuan, a year-on-year decrease of 94.41% [3] - The stock's performance on July 24 showed a decline of 6.65% with a turnover rate of 36.64% and a net outflow of 300.86 million yuan in main funds [3]

Group 1 - The stock of Boyun New Materials (002297) fell by 6.65% today [1] - The trading volume reached 2.119 billion yuan, with a turnover rate of 36.64% [1] - According to post-market data, three institutional special seats net bought 153 million yuan [1]