今日，A股冲高回落，上证指数4000点得而复失，沪深300亦失守4700，科创50则受阻于1500点，深证成 指、创业板指也均小幅调整，市场成交小幅萎缩至2.17万亿元。 盘面上，国防军工、林业、玻璃玻纤、海峡西岸等板块涨幅居前，贵金属、风电设备、工程咨询服务、工程 机械等板块跌幅居前。 Wind实时监测数据显示，国防军工获得逾84亿元主力资金净流入，电子获得逾61亿元净流入，计算机获得逾 59亿元净流入，电力设备、基础化工均获得超40亿元净流入，家用电器、轻工制造、综合、机械设备均连续 7日获得净流入。有色金属、建筑装饰、公用事业则遭主力资金净流出逾10亿元。 展望后市，中金公司指出，市场或将延续震荡上涨趋势，科技仍为持续主线。趋势方面，建议关注全球共振 的人工智能题材方面，建议关注"十五五"量子科技、生物制造、氢能、核聚变能、脑机接口、具身智能、第 六代移动通信等重点产业规划。同时需关注月末的美联储议息会、APEC会议等一系列宏观大事落地。 市场焦点方面，国防军工股午后全线走强，地面兵装方向领涨，板块指数下午开盘后放量快速拉升，盘中一 度大涨逾6%，长城军工强势涨停，北方长龙、捷强装备等涨幅居前。 军贸概 ...

Market Overview - The A-share market experienced a pullback after reaching a high, with the Shanghai Composite Index losing the 4000-point mark and the CSI 300 falling below 4700. The STAR 50 index was also unable to hold above 1500 points, while the Shenzhen Component and ChiNext indices saw slight adjustments. Market turnover decreased to 2.17 trillion yuan [1] Sector Performance - The defense and military industry, forestry, glass and fiberglass, and the Taiwan Strait West Coast sectors saw significant gains, while precious metals, wind power equipment, engineering consulting services, and engineering machinery sectors faced notable declines [1] - The defense and military sector attracted over 8.4 billion yuan in net inflows, with electronics receiving over 6.1 billion yuan and computers over 5.9 billion yuan. Power equipment and basic chemicals also saw net inflows exceeding 4 billion yuan. In contrast, non-ferrous metals, building decoration, and public utilities experienced net outflows exceeding 1 billion yuan [1] Investment Outlook - CICC suggests that the market may continue its trend of oscillating upward, with technology remaining a key focus. Attention is recommended on global trends in artificial intelligence and key industry plans such as quantum technology, biomanufacturing, hydrogen energy, nuclear fusion, brain-computer interfaces, embodied intelligence, and 6G mobile communication. Additionally, macro events such as the Federal Reserve's meeting and the APEC conference are to be monitored [1] Focus on Defense Sector - The defense and military stocks surged in the afternoon, particularly in the ground equipment sector, with the sector index rising over 6%. Notable stocks included Great Wall Military Industry, which hit the daily limit, and others like North Long Dragon and Jieqiang Equipment also saw significant gains [2] Artificial Intelligence Sector - The artificial intelligence sector showed strong performance, with the index recording its seventh consecutive day of gains. Stocks like Lupu Information and Jinfutech saw daily limits of 30% and 20%, respectively, with many others also experiencing significant increases [3][5] Precious Metals Sector - The precious metals sector faced a sharp decline, with the index dropping over 3%. Major stocks such as Shengda Resources and Chifeng Jilong Gold saw significant losses [5][6] - Shanghai Futures Exchange gold futures experienced a notable drop, with a decline of over 4%, marking the second-largest single-day drop of the year, while silver futures also fell significantly [6]

军工板块28日盘中走势强劲，截至发稿，江龙船艇20%涨停，北方长龙涨近17%，捷强装备、超捷股份 涨超10%，长城军工、方正电机、航天发展等亦涨停。 机构表示，目前军工行业处于从业绩预期到业绩兑现的转折点，"924"以来板块最高涨幅达50%，反映 的是新周期增长预期，2025年即将进入业绩兑现阶段，板块结构性、分化性特点或将愈加明显。随着军 队人事调整和相关制度改革的逐步落地，"十四五"后期订单有望逐步下发，积压叠加新增需求，行业订 单和2025年的业绩增速有望企稳回升。军工行业已逐步进入新一轮周期，由"量价齐升"过渡到"量增价 稳"阶段，由"平台放量"过渡到"建体系，补短板，走出去"阶段，由"全面增长"过渡到"结构性增长"阶 段，或将开启第二轮结构性周期复苏。 中信建投证券指出，中东局势再度紧张叠加阅兵预期升温，资金风险偏好提升，带动军工板块情绪集中 释放。多重利好叠加推动军工板块短期上涨。当前板块处于业绩增速、资金配置双重底部区间，国内外 催化因素或将持续出现，为板块上涨注入新动力，新域新质领域催化不断，建议积极把握结构性反弹机 会，静待下一轮周期到来。 ...

10月28日突破半年线个股乖离率排名 证券时报·数据宝统计，截至今日下午14:00，上证综指3990.98点，收于半年线之上，涨跌幅-0.15%，A 股总成交额为18021.46亿元。到目前为止，今日有85只A股价格突破了半年线，其中乖离率较大的个股 有理邦仪器、江龙船艇、路桥信息等，乖离率分别为12.76%、12.16%、9.57%；欧普康视、万兴科技、 综艺股份等个股乖离率较小，刚刚站上半年线。 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 半年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300206 | 理邦仪 器 | 14.05 | 13.56 | 12.24 | 13.80 | 12.76 | | 300589 | 江龙船 艇 | 19.43 | 28.70 | 13.37 | 15.00 | 12.16 | | 920748 | 路桥信 | 29.99 | 12.14 | 54.55 | 59.77 | 9.57 | | | ...

南方财经10月28日电，午后船舶板块异动拉升，江龙船艇20cm涨停，国瑞科技涨超10%，天海防务、 亚星锚链、亚光科技、海兰信等纷纷跟涨。 ...

证券代码：300589 证券简称：江龙船艇 公告编号：2025-061 江龙船艇科技股份有限公司 关于公司董事权益变动触及 1%整数倍及减持计划期限届 满的公告 董事赵盛华、贺文军保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 江龙船艇科技股份有限公司（以下简称"公司"或"江龙船艇"）于 2025 年 7 月 6 日在巨潮资讯网上披露了《关于控股股东、实际控制人及董事减持计划 的预披露公告》（公告编号：2025-029）。持有本公司股份 24,698,457 股（占本 公司总股本比例 6.5397%）的董事赵盛华先生计划在本减持计划公告之日起 15 个交易日后的 3 个月内以集中竞价或大宗交易方式减持本公司股份不超过 6,174,614 股（占本公司总股本比例 1.6349%）。持有本公司股份 10,002,604 股（占 本公司总股本比例 2.6485%）的董事贺文军先生计划在本减持计划公告之日起 15 个交易日后的 3 个月内以集中竞价或大宗交易方式减持本公司股份不超过 1,000,000 股（占本公司 ...

Core Viewpoint - The maritime equipment sector experienced a notable increase of 2.21% on October 27, with China Shipbuilding Defense leading the gains, while the overall market indices also showed positive performance [1] Market Performance - The Shanghai Composite Index closed at 3996.94, up by 1.18% - The Shenzhen Component Index closed at 13489.4, up by 1.51% [1] Individual Stock Performance - China Shipbuilding Defense (600685) closed at 27.27, with a rise of 4.20% and a trading volume of 205,900 shares, totaling a transaction value of 556 million yuan - China Shipbuilding (600150) closed at 36.55, increasing by 2.32% with a trading volume of 1,277,800 shares, amounting to 467.7 million yuan - Hailanxin (300065) closed at 20.38, up by 2.21% with a trading volume of 886,000 shares, totaling 1.791 billion yuan [1] Capital Flow Analysis - The maritime equipment sector saw a net inflow of 289 million yuan from institutional investors, while retail investors experienced a net outflow of 64.14 million yuan - The overall capital flow indicates a mixed sentiment, with institutional buying contrasting with retail selling [1] Detailed Capital Flow for Key Stocks - China Shipbuilding (600150) had a net inflow of 153 million yuan from institutional investors, while retail investors saw a net outflow of 83.85 million yuan - Hailanxin (300065) recorded a net inflow of 95.71 million yuan from institutional investors, with retail investors experiencing a net outflow of 53.16 million yuan - China Shipbuilding Defense (600685) had a net inflow of 46.44 million yuan from institutional investors, while retail investors saw a slight net inflow of 1.02 million yuan [2]

Group 1 - The core transaction involved Jianglong Shipbuilding, with a total of 329.73 thousand yuan in trading volume, representing 3.3% of the total trading volume for the day [1] - The transaction price was set at 10 yuan per share, which is a discount of 19.68% compared to the market closing price of 12.45 yuan [1] - A total of 32.97 thousand shares were traded in this block transaction [2]

Market Performance - The marine equipment sector increased by 0.8% on October 24, with Hailanxin leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Individual Stock Performance - Hailanxin (300065) closed at 19.94, up 3.16% with a trading volume of 670,900 shares and a transaction value of 1.33 billion [1] - Tianhai Defense (300008) closed at 6.45, up 1.10%, with a trading volume of 478,000 shares and a transaction value of 309 million [1] - China Shipbuilding (600150) closed at 35.72, up 0.76%, with a trading volume of 669,300 shares and a transaction value of 2.398 billion [1] - Other notable stocks include Zhongke Haixun (300810) at 43.80, up 0.69%, and China Marine Defense (600685) at 26.17, up 0.62% [1] Capital Flow Analysis - The marine equipment sector saw a net inflow of 158 million from main funds, while retail investors experienced a net outflow of 76.1 million [1] - Main funds showed significant net inflows in Hailanxin (859.32 million) and China Shipbuilding (809.78 million) [2] - Retail investors had notable outflows in stocks like Zhongke Haixun (-10.81 million) and China Marine Defense (-1.65 million) [2]

Core Insights - Jianglong Shipbuilding (300589.SZ) released its Q3 2025 report on October 24, 2025, indicating a total institutional holding of 3.56 million shares, representing 0.94% of the company's total equity [1] Institutional Holdings - As of October 23, 2025, there is one institutional investor holding shares in Jianglong Shipbuilding, which is Shanxi Zhenye New Energy Co., Ltd. [1] - The total institutional holding percentage decreased by 0.28 percentage points compared to the previous quarter [1] Public Fund Holdings - In this reporting period, eight public funds were disclosed, which were not reported in the previous quarter [1] - Notable public funds include Yongying Qiyuan Mixed Initiation A, Southern CSI 2000 ETF, Ping An CSI 2000 Enhanced Strategy ETF, Dongfang Quantitative Growth Flexible Allocation Mixed A, and Harvest CSI 2000 ETF [1]