Core Viewpoint - The A-share market shows a mixed performance with 476 stocks breaking through the five-day moving average, indicating potential investment opportunities in certain sectors [1] Group 1: Market Overview - As of 10:29 AM, the Shanghai Composite Index is at 3432.93 points, below the five-day moving average, with a fluctuation of 0.25% [1] - The total trading volume of A-shares today is 693.146 billion yuan [1] Group 2: Stocks with Significant Deviation - The stocks with the largest deviation from the five-day moving average include: - Morningstar Aviation (晨曦航空) with a deviation of 15.14% and a price increase of 19.99% [2] - Qifeng Precision (七丰精工) with a deviation of 11.69% and a price increase of 15.15% [2] - Awatech (阿为特) with a deviation of 10.02% and a price increase of 14.90% [2] - Other notable stocks with significant price increases and deviations include: - Xiongtai Technology (雄帝科技) with an 11.52% increase and an 8.85% deviation [2] - Songsheng Co. (崧盛股份) with a 10.85% increase and an 8.36% deviation [2] Group 3: Additional Stocks with Positive Performance - Other stocks showing positive performance and deviations include: - Lijun Co. (利君股份) with a 9.97% increase and a 7.69% deviation [2] - Xiangyu Medical (翔宇医疗) with a 10.41% increase and a 7.66% deviation [2] - Chengfei Integration (成飞集成) with a 10.00% increase and a 7.58% deviation [2]

Group 1 - Military stocks continue to be active, with notable increases in share prices [1] - Chengxi Aviation and Hengyu Xintong both saw their stock prices rise over 10% [1] - Other companies such as Great Wall Military Industry and Lijun Shares experienced increases of over 5% [1]

Group 1 - The military equipment sector is experiencing an upward trend, with stocks such as Hengyu Xintong (300965) and Chenxi Aviation (300581) rising over 10% [1] - Other companies in the sector, including Great Wall Military Industry (601606), Lijun Shares (002651), Optoelectronics Shares (600184), and AVIC Shenyang Aircraft (600760), are also seeing significant gains [1] - There is an influx of dark pool capital into these stocks, indicating increased investor interest [1]

Investment Rating - The report rates the defense and military industry as "Overweight," indicating an expectation for the industry to outperform the overall market [3][29]. Core Insights - The report highlights that geopolitical uncertainties are increasing the valuation of the military industry, with expectations for quarterly performance to gradually materialize, potentially triggering a reversal in stock performance [2][6]. - The military industry is expected to see a gradual increase, particularly in June, driven by external geopolitical factors and the implementation of the 14th Five-Year Plan [6]. - The report emphasizes the importance of the military's fundamental changes, with stable order inflows expected to translate into performance improvements starting in Q2 [6]. - Key investment opportunities are identified in precision-guided weapons, underwater capabilities, AI/robotics, and traditional aircraft supply chains [6]. Market Review - The report notes that the Shenwan Defense and Military Index fell by 2.01%, while the CSI Military Leaders Index dropped by 2.83%, underperforming the Shanghai Composite Index, which fell by 0.51% [3][7]. - The report provides a detailed performance analysis of individual stocks within the military sector, highlighting the top gainers and losers for the week [14][15]. Valuation Changes - The report states that the current PE-TTM for the Shenwan Military Sector is 74.63, placing it in the upper range historically, with significant differentiation among sub-sectors [15][21]. - The report includes a valuation table for key military industry stocks, projecting future earnings and PE ratios [22].

"聪明钱"流向曝光！暗盘资金破解主力操盘密码>> 军工装备板块短线走低，捷强装备（300875）跌超12%，迈信林、利君股份（002651）、晨曦航空 （300581）、中航成飞（302132）等跟跌。 ...

Market Overview - A-shares experienced a strong upward movement on June 9, with the Shanghai Composite Index briefly returning to 3400 points, and nearly 3700 stocks in the green. The half-day trading volume reached 823 billion, an increase of 764 billion compared to the previous trading day [1] Factors Influencing Market Strength - The strengthening of indices is attributed to three main factors: 1. Central Huijin becoming the actual controller of eight companies including Xinda Securities, which is expected to drive a new round of mergers and acquisitions in the securities industry [2][5] 2. The Shanghai Stock Exchange held a meeting encouraging listed companies to increase dividend payouts, thereby enhancing investment value [3] 3. The Ministry of Commerce stated that the export control of rare earths aligns with international practices, having approved a certain number of compliant applications [4] Sector Performance - **Brokerage Sector**: The "bull market leader" brokerage stocks surged, with Xinda Securities hitting the daily limit. Other stocks like Yong'an Futures and Nanhua Futures also reached their daily limits, driven by the announcement of Central Huijin's control over several securities firms [5] - **Pharmaceutical Sector**: The innovative drug and CRO sectors saw significant gains, with multiple stocks such as Zhongseng Pharmaceutical and Ruizhi Pharmaceutical hitting their daily limits. Analysts predict a sustained recovery in the pharmaceutical market, highlighting structural opportunities [6] - **Rare Earth Permanent Magnet Sector**: This sector has shown repeated strength, with stocks like Zhongke Magnetic Materials reaching a 20% limit up. The Ministry of Commerce's comments on export controls have positively influenced this sector [7] - **Solid-State Battery Sector**: Stocks in this sector, including Yinglian Co. and Dexin Technology, also saw gains, with predictions of significant production increases by 2030 [8] Institutional Insights - **CITIC Securities**: The firm suggests that the upcoming bull market entry point may occur in late Q3 to Q4, but a transitional phase of 3-4 months is expected. They emphasize the need for more concrete measures to boost domestic demand and caution against macroeconomic uncertainties [10] - **CITIC Construction Investment**: They highlight June as a critical period for dividend releases, recommending tracking fund flows and industry conditions to identify high-dividend stock opportunities [11] - **Orient Securities**: They believe that despite external negative factors, internal support is strong, suggesting limited downside for stock indices and recommending patience for opportunities in sectors like technology and strategic metals [12]

Core Viewpoint - Chengdu Lijun Industrial Co., Ltd. announced a lawsuit involving its wholly-owned subsidiary, Lijun Holdings (Singapore) Pte. Ltd., which is being sued by China Metallurgical North (Dalian) Engineering Technology Co., Ltd. for a contract dispute amounting to RMB 33,731,014.59 [2][3][4] Group 1: Lawsuit Details - The lawsuit is based on a procurement contract signed in March 2022, where Lijun Holdings was to purchase high-pressure roller mill system equipment and services from China Metallurgical North [3][4] - The total contract amount for the related project is RMB 173,275,836.91, of which Lijun Holdings has already paid RMB 122,217,238.63, leaving an outstanding amount of RMB 33,731,014.59 [6] - The court has accepted the case, but the trial has not yet commenced, leading to uncertainty regarding the outcome and its impact on the company's profits [2][7][9] Group 2: Financial Implications - The lawsuit's financial implications for the company remain uncertain as the trial has not yet started, and it is not possible to assess the impact on current or future profits [2][9] - The plaintiff is also seeking compensation for the cost of capital based on the outstanding amount, calculated using the one-year loan market quotation rate from the National Interbank Funding Center [4][6] Group 3: Company Response - The company and Lijun Holdings will actively communicate with relevant parties and prepare for the lawsuit to protect their legal rights [10] - The company will continue to monitor the situation and fulfill its information disclosure obligations as required by law [10]

Core Viewpoint - The stock price of Lijun Co., Ltd. experienced a significant rise followed by a notable decline, coinciding with a legal dispute regarding unpaid project funds with a major contractor [1][5]. Group 1: Stock Performance - From May 6 to May 19, Lijun Co., Ltd. saw its stock price increase significantly, achieving "9 days 8 boards" of gains [1]. - Since the peak on May 19, the company's stock price has dropped nearly 20% [1][5]. Group 2: Legal Dispute - Lijun Holdings (Singapore) Pte. Ltd., a wholly-owned subsidiary of Lijun Co., Ltd., has been sued by China Metallurgical North (Dalian) Engineering Technology Co., Ltd. for unpaid project funds amounting to 33.73 million yuan [2]. - The lawsuit stems from a procurement contract related to the SINO iron ore project, with a total contract value of 173 million yuan, of which Lijun Holdings has already paid 120 million yuan [2]. - The company claims the non-payment is due to quality issues with the delivered work, and it intends to actively communicate and defend its rights in the legal proceedings [2][4].

成都利君实业股份有限公司 关于全资子公司诉讼事项的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 特别提示： 证券代码：002651 证券简称：利君股份 公告编号：2025-16 1、案件所处的诉讼阶段：法院已立案，尚未开庭审理； 2、全资子公司所处的当事人地位：被告； 3、涉案的金额：33,731,014.59元； 4、对上市公司损益产生的影响：本诉讼事项尚未开庭审理，后续审理及判决结果存在不确定 性，暂无法判断本诉讼事项对公司及利君控股本期利润或期后利润的影响。 一、本次诉讼事项受理的基本情况 成都利君实业股份有限公司（以下简称"公司"）全资子公司利君控股（新加坡） 私人有限公司（以下简称"利君控股"或"被告"）于2025年6月4日收到四川省成都市 中级人民法院送达的案号：（2025）川01民初360号相关诉讼文书及《民事起诉状》，因 买卖合同纠纷，中冶北方（大连）工程技术有限公司（以下简称"中冶北方"或"原告"） 对全资子公司利君控股提起诉讼。 二、本诉讼事项的基本情况 （一）诉讼事项概述 2022年3月，全资子公司利君控股与中冶北方签订了《采购合 ...

Meeting Overview - The annual general meeting of Chengdu Lijun Industrial Co., Ltd. was held on May 23, 2025, with both on-site and online voting options available [1][3][4] - A total of 663 shareholders attended, representing 741,573,673 shares, which is 71.7564% of the total voting shares [5] Proposal Voting Results - The following proposals were approved during the meeting: - The 2024 Board of Directors Work Report received 99.9811% approval [7] - The 2024 Supervisory Board Work Report received 99.9829% approval [8] - The 2024 Profit Distribution Plan was approved, distributing cash dividends of 0.60 yuan per 10 shares, totaling 62,007,600 yuan [9] - The 2024 Financial Settlement Report received 99.9825% approval [10] - The 2024 Internal Control Evaluation Report received 99.9806% approval [12] - The 2024 Annual Report and Summary received 99.9826% approval [13] - The proposal to reappoint the accounting firm for the 2025 financial report was approved with 99.9805% [14] Legal Compliance - The meeting was witnessed by lawyers from Beijing Dacheng (Chengdu) Law Firm, confirming that the meeting's procedures complied with legal and regulatory requirements [15]