Group 1 - The MiniLED sector experienced a decline of 1.34% [1] - Among the companies, Pengding Holdings saw a drop of 5.03% [1] - Dongshan Precision fell by 4.67% [1] - Wogang Optoelectronics decreased by 3.53% [1] - Other companies such as Kexiang Co., Longli Technology, and Aerospace Rainbow also reported declines exceeding 2% [1]

【投资者问】贵公司作为国防军工行业，请问是否有军贸配套产品或者军贸产业链方面的相关运用？ 山河智能 [002097] ：公司型号装备主要交付部队使用，暂未开展军贸业务。目前，山河特装也在积极 开发适用于军贸业务的产品。 传闻纷飞，严谨求证， 掌握权威、真实的声音。 军工板块成为近日A股市场上的人气王，多只概念股集体飙涨。受"9·3阅兵"筹备消息刺激，叠加俄乌冲 突、伊以冲突等地缘政治风险持续发酵，资金加速涌入国防军工领域。值得注意的是，近期在青岛举行 的上海合作组织成员国国防部长会议，多国国防部长参观了中国海军052D型驱逐舰的公开报道，进一 步强化了市场对我国军工装备出口潜力的预期。 机构分析认为，此轮军工行情具备三重逻辑支撑：一是建军节临近与阅兵预期带来的短期事件驱动；二 是全球军费开支进入新一轮扩张周期，我国军工企业凭借高性价比装备有望扩大国际市场份额；三是国 企改革深化背景下，军工央企资产证券化率提升空间显著。 近期投资者对军工、军贸、军品登相关话题的询问逐渐增多。全景为您精选来自上市公司最真实的声 音。 （以下内容均摘自深交所互动易、上证 e 互动、上市公司公告等） 【投资者问】贵公司军工产品有出口 ...

从中证国新央企小盘指数持仓的市场板块来看，上海证券交易所占比50.47%、深圳证券交易所占比 49.53%。 从中证国新央企小盘指数持仓样本的行业来看，工业占比38.84%、原材料占比17.59%、信息技术占比 13.36%、可选消费占比9.34%、公用事业占比5.58%、医药卫生占比5.10%、通信服务占比4.47%、主要 消费占比3.49%、能源占比1.70%、房地产占比0.53%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 金融界8月12日消息，上证指数高开高走，中证国新央企小盘指数 (国新央企小盘，932257)下跌0.25%， 报1206.08点，成交额846.03亿元。 数据统计显示，中证国新央企小盘指数近一个月上涨10.39%，近三个月上涨19.83%，年至今上涨 21.43%。 据了解 ...

证券日报网讯航天彩虹（002389）8月12日在互动平台回答投资者提问时表示，截至2025年8月8日，公 司股东数量为130272户。 ...

从资金流向上来看，当日航空装备板块主力资金净流入11.43亿元，游资资金净流出4.77亿元，散户资金 净流出6.66亿元。航空装备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300581 | 晨曦航空 | 2.82 Z | 9.80% | -1.02亿 | -3.55% | -1.80 乙 | -6.24% | | 600760 中航沈飞 | | 2.09亿 | 7.38% | -1.10 Z | -3.89% | -9887.80万 | -3.50% | | 002389 航天彩虹 | | 1.61亿 | 7.59% | -5929.65万 | -2.80% | -1.01亿 | -4.79% | | 002651 利君股份 | | 1.38亿 | 7.36% | -7835.72万 | -4.18% | -5973.99万 | -3.18% | | 600372 中航机载 | | 8 ...

Group 1 - The core viewpoint of the news is the performance of the CSI 1000 Industrial Index, which has shown significant growth over the past month, three months, and year-to-date [2] - The CSI 1000 Industrial Index has increased by 7.59% in the last month, 14.31% in the last three months, and 13.33% year-to-date [2] - The index is composed of liquid and representative securities from various industries, providing diverse investment options for investors [2] Group 2 - The top ten weighted stocks in the CSI 1000 Industrial Index include Huicheng Environmental Protection (1.21%), Inner Mongolia First Machinery (0.94%), and Aerospace Rainbow (0.92%) [2] - The market share of the CSI 1000 Industrial Index is 54.98% from the Shenzhen Stock Exchange and 45.02% from the Shanghai Stock Exchange [2] - The industry composition of the CSI 1000 Industrial Index shows that machinery manufacturing accounts for 31.95%, power equipment for 28.24%, and transportation for 11.90% [2] Group 3 - The index sample is adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December [3] - In special circumstances, the index may undergo temporary adjustments, such as when a sample stock is delisted or undergoes mergers, acquisitions, or splits [3] - When adjustments are made to the CSI 1000 Index, corresponding adjustments are also made to the CSI 1000 Industry Index [3]

Core Viewpoint - The military industry is experiencing significant growth, particularly in the informationization sector, driven by recent developments and government support, indicating a potential turning point for orders by 2025 [4][5]. Group 1: Military Industry Performance - On August 4, the military sector showed strong performance, with companies like Hengyu Communication, Xingtun New Science, and Kesi Technology reaching their daily limit increases [4]. - The report highlighted the successful integration of new technologies in military operations, including drone swarm tactics and unmanned combat modes, which were recently showcased [4]. Group 2: Future Outlook - According to Zhongyou Securities, the military industry is expected to see a turning point in orders by 2025, focusing on new technologies that enhance equipment performance and reduce costs [5]. - The concept of "Big Military" is anticipated to bring market growth and valuation expansion, particularly in low-altitude economy and commercial aerospace sectors during the 14th Five-Year Plan [5].

通用航空概念股走强，华力创通涨超6%，洪都航空涨超5%，中无人机涨超3%，航天彩虹、华测导航涨超2%。 受盘面影响，跟踪国证通用航空产业指数的ETF涨约2%。 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅▼ | | --- | --- | --- | --- | --- | | 159255 | 通用航空ETF易方达 | 1.045 | 0.024 | 2.35% | | 159257 | 航空ETF基金 | 1.052 | 0.022 | 2.14% | | 159392 | 航空ETF | 1.134 | 0.021 | 1.89% | | 159378 | 通用航空ETF | 1.249 | 0.022 | 1.79% | | 159230 | 通用航空ETF基金 | 1.160 | 0.021 | 1.84% | | 159231 | 通用航空ETF华宝 | 1.213 | 0.021 | 1.76% | 有券商表示，低空经济是写入政府工作报告的战略新兴产业，是我国交通网规划中的重要组成部分，各级政府均出台 大量支持性政策，为低空经济保驾护航。目前，其市场空间正加速打开，到2035年我国无人机低 ...

Group 1 - Wang Wentao met with the delegation from the US-China Business Council to discuss Sino-US economic relations and the development of US companies in China, emphasizing the need for mutual efforts to maintain a stable and sustainable economic relationship [1] - Contemporary Amperex Technology Co., Ltd. (CATL) reported a net profit of 30.5 billion yuan for the first half of 2025, a year-on-year increase of 33.02%, with revenue reaching 178.9 billion yuan, up 7.27% year-on-year [1] - The stock of Upwind New Materials will be suspended for trading due to multiple instances of abnormal trading fluctuations, with the company stating that its fundamentals have not changed significantly [1] Group 2 - The US core PCE price index for the second quarter increased by 2.5%, exceeding expectations of 2.3%, while actual personal consumption expenditures rose by 1.4% [2] - The Federal Reserve maintained the federal funds rate in the range of 4.25%-4.5%, marking the fifth consecutive decision to keep rates unchanged, with Chairman Powell indicating no decisions have been made regarding potential policy adjustments in September [2][3] Group 3 - The first intercity long-haul drone logistics route in the Greater Bay Area was launched, successfully demonstrating the feasibility of long-distance logistics operations [7] - The "Fengdeng Gene Scientist" AI system was released, marking a significant advancement in China's smart breeding technology, filling a technological gap in autonomous scientific discovery systems in the field of biological breeding [7] Group 4 - Longyang Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [9] - NIO and other Chinese concept stocks experienced declines, with NIO and New Oriental dropping over 4% [3]

政策暖风吹拂下，市场规模增长曲线陡峭。根据工信部赛迪研究院等数据，截至2023年末，中国低空经济规模达5059.5亿元，伴随着低空飞行活动增加和 基础设施投资见效，未来几年行业有望保持快速增长，预计2026年规模突破万亿元，2035年规模有望突破3.5万亿元。 近期首届国际低空经济博览会重磅开幕。全球近300家行业头部企业齐聚上海，19件全球首发产品、25件全国首发产品集中亮相。开展首日，来自上海的 沃兰特航空与泰国泛太平洋公司签署了500架eVTOL采购协议，这笔高达17.5亿美元的订单创下了迄今为止中国高等级客运eVTOL获得的最大单笔国际订 单记录。 在政策、技术与市场的三重共振下，通用航空作为低空经济的核心主体，有望加速从概念走向现实，而光大保德信基金将于8月4日——8月15日发行的光 大国证通用航空指数基金（A类：024788 C类：024789），有望成为投资者场外布局这一领域的高效投资工具。 政策东风：国家战略加持的万亿蓝海 当顶层设计与地方实践形成合力，产业发展的"加速键"被按下。从2024年起，低空经济已连续两年被写入政府工作报告；2024年3月，工信部等四部门联 合发布的《通用航空装备创新 ...