（文章来源：证券时报网） 材 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300592 | 华凯易 佰 | 20.03 | 13.91 | 13.14 | 15.16 | 15.34 | | 002342 | 巨力索 具 | 10.01 | 10.59 | 11.16 | 12.31 | 10.30 | | 920576 | 天力复 合 | 16.64 | 6.64 | 98.18 | 108.09 | 10.09 | | 000839 | 国安股 份 | 10.00 | 3.05 | 2.75 | 2.97 | 7.84 | | 000407 | 胜利股 份 | 9.92 | 13.85 | 4.94 | 5.32 | 7.78 | | 000036 | 华联控 股 | 10.05 | 4.09 | 6.31 | 6.79 | 7.68 | | 688586 | 江航装 备 | 11. ...

Group 1 - The military industry sector showed strong performance on January 22, with the China Securities Military Industry Index constituents experiencing significant gains, including a 20% limit up for Triangle Defense and over 13% increase for Steel Research High-tech [1][4] - The military ETF Huabao (512810) surged by 2.45%, with trading volume quickly surpassing 21 million yuan [2][8] - The upcoming Third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference, scheduled for January 23-24, aims to discuss new opportunities in commercial aerospace development [4][10] Group 2 - The 14th Five-Year Plan emphasizes the high-quality advancement of national defense and military modernization, accelerating the upgrade of advanced weaponry and equipment, indicating a new development period for military equipment [4][10] - China's global competitiveness in shipbuilding, aerospace, and satellite navigation has been steadily improving, positioning the national defense and military industry as a crucial area for new productive forces [4][10] - The military ETF Huabao (512810) covers various popular themes such as commercial aerospace, low-altitude economy, large aircraft, satellite navigation, military information technology, and controllable nuclear fusion, serving as an efficient tool for investing in core military assets [4][10]

军工装备板块盘初冲高， 三角防务涨超10%， 天海防务、 航发动力、 航发科技、 航宇科技跟涨。 ...

从资金流向上来看，当日航海装备板块主力资金净流入3.79亿元，游资资金净流出7791.6万元，散户资金 净流出3.01亿元。航海装备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300065 | 海兰信 | 22.35 | 4.98% | 90.73万 | 20.08亿 | | 300810 | 中模型 | 39.92 | 4.28% | 5.33万 | 2.14亿 | | 300008 | 天海防务 | 8.47 | 0.95% | 96.27万 | 8.14亿 | | 300589 | 江龙船艇 | 18.65 | 0.76% | 23.47万 1 | 4.37亿 | | 300600 | 園瑞科技 | 14.65 | 0.41% | 4.65万 | 6811.66万 | | 601890 | 亚是锚链 | 10.75 | -0.09% | 24.78万 | 2.66亿 | | 600764 | 中国海防 | 28.41 | -0.18% | 8.95万 | 2. ...

Core Viewpoint - The maritime equipment sector experienced a decline of 0.89% on January 20, with Jianglong Shipbuilding leading the losses. The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1]. Group 1: Market Performance - The maritime equipment sector's stocks showed mixed performance, with notable declines in several companies, including Jianglong Shipbuilding, which fell by 6.52% [1]. - Major stocks in the sector included: - China Shipbuilding (down 0.50% at 35.57) - China Marine Defense (down 1.18% at 28.46) - Tianhai Defense (down 3.01% at 8.39) [1]. Group 2: Capital Flow - The maritime equipment sector saw a net outflow of 559 million yuan from main funds, while retail investors contributed a net inflow of 452 million yuan [1]. - Specific stock capital flows included: - Jianglong Shipbuilding with a main fund outflow of 65.82 million yuan and a retail inflow of 99.88 million yuan [2]. - China Shipbuilding with a main fund outflow of 77.05 million yuan and a retail inflow of 42.59 million yuan [2]. Group 3: Individual Stock Analysis - Individual stock performances indicated significant retail interest in some companies despite overall sector declines: - Yuanrui Technology saw a retail inflow of 8.55% despite a main fund outflow [2]. - Zhongke Haixun had a retail inflow of 13.25% while experiencing a main fund outflow of 22.66 million yuan [2].

证券日报网讯 1月19日，天海防务在互动平台回答投资者提问时表示，公司防务装备板块已完成特种智 能船艇、海上应急救援、水域安防监测等细分领域业务架构，具备产品研制、销售能力。特种无人船 艇、水域安防等相关产品已实现供货。详细的防务装备业务产品及经营情况请查阅公司的定期报告。未 来公司将持续关注行业及市场变化，积极拓展相关业务。 （文章来源：证券日报） ...

Group 1 - The marine equipment sector increased by 1.33% on January 19, with China Shipbuilding Industry Corporation leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the marine equipment sector showed varying performance, with China Shipbuilding closing at 35.75, up 1.19%, and China Haifeng leading with a 3.08% increase to 28.80 [1] Group 2 - The marine equipment sector saw a net inflow of 298 million yuan from institutional investors, while retail investors experienced a net outflow of 160 million yuan [1] - Major stocks like China Shipbuilding had a net inflow of 211 million yuan from institutional investors, but faced a net outflow of 89.42 million yuan from retail investors [2] - Other stocks such as HaiLanXin and Jianglong Shipbuilding also experienced mixed fund flows, with HaiLanXin seeing a net inflow of 42.32 million yuan from institutional investors [2]

证券日报网讯1月16日，天海防务（300008）在互动平台回答投资者提问时表示，公司主营业务涉及船 海工程、防务装备、新能源三大业务领域，目前暂未在可燃冰开采设备上有战略布局。公司具体业务内 容请查阅公司定期报告。 ...

Group 1 - The company Tianhai Defense (300008) has confirmed that it has designed a 12,000-ton semi-submersible vessel that has executed offshore launch missions [1] - The company has undertaken supervisory business related to rocket recovery vessels, but currently does not have any design or construction projects for rocket recovery vessels [1]

Group 1 - The marine equipment sector increased by 0.15% on January 15, with Yaxing Anchor Chain leading the gains [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - The trading volume and turnover for key stocks in the marine equipment sector showed varied performance, with China Shipbuilding achieving a turnover of 2.749 billion yuan [1] Group 2 - The net outflow of main funds in the marine equipment sector was 239 million yuan, while retail investors saw a net inflow of 402 million yuan [1] - Specific stock performances indicated that China Shipbuilding had a net inflow of 20.5 million yuan from main funds, while Yaxing Anchor Chain experienced a net inflow of 9.364 million yuan [2] - The overall sentiment in the sector was mixed, with significant outflows from stocks like Jianglong Shipbuilding and Tianhai Defense, while retail investors showed interest in several stocks [2]