截至5月8日收盘，成飞概念上涨7.01%，位居概念板块涨幅第1，板块内，33股上涨，七丰精工30%涨 停，中航成飞、华伍股份等20%涨停，豪能股份、利君股份、成飞集成等涨停，华如科技、光韵达、爱 乐达等涨幅居前，分别上涨13.15%、9.80%、9.76%。 | | 份 | | | | | | --- | --- | --- | --- | --- | --- | | 300265 | 通光线 | 8.18 | 11.37 | 2841.39 | 6.33 | | | 缆 | | | | | | 002179 | 中航光 | 0.81 | 0.95 | 2769.00 | 3.35 | | | 电 | | | | | | 300045 | 华力创 | 4.58 | 5.87 | 2285.50 | 4.04 | | | 通 | | | | | | 300547 | 川环科 | 2.30 | 9.49 | 2041.17 | 3.64 | | | 技 | | | | | | 301302 | 华如科 技 | 13.15 | 16.50 | 1947.44 | 6.07 | | 000571 | 新大洲 A | ...

（原标题：午后，多股直线拉升！20%涨停，军工股批量封板） 午后多个板块异动拉升，军工股掀起涨停潮。 A股午后小幅震荡，沪指小幅上涨。 军工股午后再度拉升 印度报业托拉斯等媒体当地时间8日早援引国防部官员消息称，5月7日夜间至8日凌晨，巴基斯坦军队使用小型武器和火炮，在克什米尔地区印巴 实控线沿线的4个地区"进行无端射击"，印度军队进行了相应的回击。截至目前，这轮小规模交火没有人员伤亡的报道。 印度媒体报道称，7日凌晨印度发动"朱砂行动"后不久，巴基斯坦在克什米尔地区印巴实控线沿线附近进行了炮击，截至8日早上，这轮炮击已经 造成15名平民死亡，数十人受伤。 商业连锁板块拉升 印巴冲突不断升级，军工概念再度拉升，中航成飞午后20cm涨停，七丰精工30cm涨停，金通灵、天箭科技、航天长峰、利君股份、成飞集成、通 达股份等近20股涨停；此外晨曦航空涨逾10%，雷电微力、佳驰科技等均大涨。 据央视新闻报道，当地时间5月8日，据巴基斯坦民航局消息，卡拉奇机场的航班暂时停飞，拉合尔和锡亚尔科特机场在短暂停飞后恢复使用。 当地时间5月8日早间，巴基斯坦军方消息称，有无人机被击落后坠毁在拉合尔。8日稍早前，拉合尔响起爆炸声。 ...

Group 1 - Military stocks continue to rise, with a significant increase in share prices for companies such as Chengfei Integration and major aircraft manufacturers [1] - Nearly 20 stocks, including Jintongling, Huawu Co., Aerospace Changfeng, Tianjian Technology, Tongda Co., Aopu Optoelectronics, Lijun Co., and Galaxy Electronics, reached their daily limit [1] - Several stocks, including AVIC Chengfei, saw price increases exceeding 10% [1]

截至5月7日收盘，成飞概念上涨4.93%，位居概念板块涨幅第2，板块内，32股上涨，华伍股份20%涨 停，成飞集成、利君股份、*ST立航等涨停，爱乐达、中航成飞、七丰精工等涨幅居前，分别上涨 18.31%、17.05%、10.40%。跌幅居前的有豪能股份、*ST智胜等，分别下跌2.13%、0.12%。 今日涨跌幅居前的概念板块 （文章来源：证券时报网） 成飞概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 302132 | 中航成 飞 | 17.05 | 10.81 | 47532.92 | 11.05 | | 300095 | 华伍股 份 | 19.94 | 21.63 | 15209.78 | 26.42 | | 002651 | 利君股 份 | 9.97 | 8.18 | 10549.83 | 31.96 | | 002179 | 中航光 电 | 3.30 | 1.36 | 10130.12 | 8. ...

Market Overview - The Shanghai Composite Index closed at 3328.43 points, above the six-month moving average, with an increase of 0.37% [1] - The total trading volume of A-shares reached 12152.25 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 144 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - JinHao Medical: 26.73% - SuAo Sensor: 19.75% - HuaWu Co., Ltd.: 17.98% [1] Stocks with Smaller Deviation Rates - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Aerospace Intelligent Manufacturing - Changqing Technology - China Merchants Highway [1] Performance of Selected Stocks - JinHao Medical: Today's increase of 29.96% with a turnover rate of 23.69% [1] - SuAo Sensor: Increased by 20.05% with a turnover rate of 8.96% [1] - HuaWu Co., Ltd.: Increased by 19.94% with a turnover rate of 20.89% [1] Additional Notable Stocks - Other stocks with notable performance include: - JiuDing Investment: 9.97% increase, 7.73% turnover rate - Arrow Home: 10.02% increase, 8.27% turnover rate - Construction Industry: 10.01% increase, 13.40% turnover rate [1]

Stock Performance - Several stocks have shown significant gains, with notable performances including: - 恒天海龙 with a 10.07% increase over two days [2] - 晨曦航空 achieving a 19.96% rise on its first board [3] - 通易航天 with a remarkable 29.96% increase on its first board [3] - 新坐标 maintaining a 10.01% increase over four days [5] - 全筑股份 also showing a 10.00% increase over four days [9] Industry Trends - The robotics sector is gaining traction, with multiple companies experiencing stock price increases attributed to advancements in robotic technology and applications [4][5][7] - The AI computing industry is showing strong performance, as indicated by the positive financial results from companies in this sector, suggesting a sustained high level of industry activity [8] - The brain-computer interface (BCI) technology is gaining attention following FDA approval for Neuralink's device, which is aimed at aiding patients with severe communication disabilities [11] - The chemical industry is experiencing volatility in product prices, drawing market interest towards related companies [13] - The semiconductor industry is benefiting from increased investment and support for domestic high-end lithography machines, which is expected to boost the semiconductor equipment supply chain [16] - The real estate sector is reacting positively to the People's Bank of China's decision to lower housing loan interest rates, which is likely to stimulate market activity [18] Market Reactions - Stocks related to the ride-hailing industry are responding positively to the news of a partnership between autonomous driving company 小马智行 and Uber, with significant stock price increases observed [20][21] - The food and beverage sector is also seeing positive movements, influenced by the central bank's announcement of a new loan program aimed at boosting consumer spending [22][24] - The financial sector is reacting to the People's Bank of China's announcement of a series of monetary policy measures, including a reserve requirement ratio cut and interest rate adjustments [25][26]

Core Viewpoint - In 2024, Lijun Co., Ltd. (002651) demonstrates strong operational resilience and market vitality amid intensified industry competition, supported by proactive strategic layout, stable profitability, and impressive cash flow performance [1][2] Financial Performance - The company achieved operating revenue of 776 million yuan and a net profit attributable to shareholders of 120 million yuan in 2024, with a comprehensive gross margin of 39.11%, remaining stable year-on-year [1] - The net cash flow from operating activities reached a historical high of 345 million yuan, with a year-end cash balance of 1.277 billion yuan, also a record [1] Business Development - Lijun's wholly-owned subsidiary, Dekun Aviation, continues to excel in the aerospace component manufacturing sector, generating operating revenue of 386 million yuan despite lower-than-expected product sales settlements, maintaining a high gross margin [1] - The company signed a cooperation agreement worth 100 million yuan with Zhongjin Mining (001203) for high-pressure roller mills and upgrades, showcasing its strong competitiveness in grinding systems and related equipment manufacturing [1] Research and Development - As a high-tech enterprise, Lijun Co. has increased its R&D investment, which accounted for 5.96% of its revenue in 2024, resulting in 24 new authorized national patents [2] - The company holds a total of 182 authorized national patents, including 66 invention patents and 116 utility model patents, and has received multiple provincial and municipal science and technology progress awards [2] Dividend Policy - The company plans to distribute a cash dividend of 0.6 yuan (including tax) per 10 shares for the 2024 fiscal year, with a payout ratio exceeding 50% [2] - Over the past three years, the cumulative cash dividends (including buybacks) accounted for over 90% of the average annual profit, reflecting the company's robust financial status and stable dividend policy [2]

成都利君实业股份有限公司 2024年度独立董事述职报告 独立董事 胡宁 本人作为成都利君实业股份有限公司（以下简称"公司"）的独立董事，严格按照 《公司法》《上市公司独立董事管理办法》《深圳证券交易所股票上市规则》、公司《章 程》《独立董事规则》及相关法律法规，审慎、独立、客观的履行法律法规赋予的职权， 勤勉、忠实地履行独立董事职责。现将本人2024年度履行独立董事职责情况报告如下： 一、本人基本情况 胡宁先生，1989年出生，博士，教授，博士生导师。现任西南财经大学会计学院现 代审计研究所所长，光华会计拔尖人才、国家自然科学基金通讯评议专家，中国政府审 计研究中心研究员、四川省注册会计师协会人才委员会副主任委员、西南财经大学审计 监察与风险防控研究中心学术专家，四川新闻网传媒（集团）股份有限公司独立董事、 领悦服务集团有限公司独立董事（H股）、公司独立董事（任期2024年6月-2027年6月）。 本人未在公司担任除独立董事以外的任何职务，也未在公司主要股东公司担任任何 职务，与公司以及主要股东之间不存在利害关系或其他可能妨碍进行独立客观判断的关 系。本人符合《上市公司独立董事管理办法》《深圳证券交易所上市公 ...

成都利君实业股份有限公司 董事会关于独立董事 2024 年度 保持独立性情况的专项意见 根据《上市公司独立董事管理办法》《深圳证券交易所股票上市规则》《深圳证券交 易所上市公司自律监管指引第 1 号--主板上市公司规范运作》等要求，成都利君实业股 份有限公司(以下简称"公司")董事会，就公司现任独立董事胡宁、王伦刚、刘丽娜在 2024 年度履职保持独立性情况进行评估并出具如下专项意见: 经核查，独立董事胡宁、王伦刚、刘丽娜的任职经历及提交签署的相关自查文件， 上述人员未在公司担任除独立董事及董事会专门委员会委员以外的任何职务，也未在公 司主要股东公司担任任何职务，与公司以及主要股东之间不存在利害关系或其他可能妨 碍其进行独立客观判断的关系。公司董事会认为，上述三位独立董事符合《上市公司独 立董事管理办法》《深圳证券交易所上市公司自律监管指引第 1 号--主板上市公司规范 运作》及《公司章程》中对独立董事独立性的相关要求。 成都利君实业股份有限公司董事会 2025 年 4 月 24 日 ...

三、关于对公司董事、监事、高级管理人员薪酬情况的审核意见 我们认真查阅了公司《薪酬管理制度》《董事、监事及高级管理人员薪酬管理制度》 《销售业绩激励方案（试行）》，审核了 2024 年度董事、监事、高级管理人员在公司领 取的薪酬、业绩提成、津贴情况。我们认为，公司董事、监事、高级管理人员在 2024 年度内领取的薪酬、业绩提成、津贴均严格按照公司相关薪酬管理制度和标准进行发放， 公司所披露的董事、监事、高级管理人员的薪酬与实际发放情况相符。 四、关于对公司对外担保的审核意见 成都利君实业股份有限公司第六届董事会 独立董事专门会议 2025 年第一次会议审核意见 根据中国证监会《上市公司独立董事管理办法》《深圳证券交易所上市公司自律监 管指引第 1 号—主板上市公司规范运作》、公司《章程》及《独立董事规则》的有关规 定，公司第六届董事会独立董事专门会议 2025 年第一次会议于 2025 年 4 月 24 日以现 场会议的方式召开。本次会议应参会独立董事 3 人，实际参会独立董事 3 人，本次会议 的召集、召开符合法律法规和公司章程的规定。全体独立董事本着独立、审慎的态度， 认真审阅了公司提交第六届董事会第四次 ...