证券之星消息，9月30日地面兵装板块较上一交易日上涨2.45%，天秦装备领涨。当日上证指数报收于 3882.78，上涨0.52%。深证成指报收于13526.51，上涨0.35%。地面兵装板块个股涨跌见下表： 从资金流向上来看，当日地面兵装板块主力资金净流入3.18亿元，游资资金净流入1498.15万元，散户资 金净流出3.33亿元。地面兵装板块个股资金流向见下表： | 地面兵装板块 涨幅前10个股 | | --- | | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300922 | 天奏装备 | 27.57 | 4.51% | 9.18万 | | 2.49 Z | | 600435 | 北方导航 | 14.92 | 3.90% | 59.31万 | | 8.76亿 | | 000519 | 中兵红箭 | 18.34 | 2.92% | 43.99万 | | 8.03亿 | | 301357 | 北方长龙 | 114.86 | 2.91% | 6.32万 | | 7.20亿 | | ...

Market Overview - The ground armament sector experienced a slight decline of 0.02% on September 26, with Changcheng Military Industry leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers in the ground armament sector included: - Beifang Changlong, up 3.11% to 117.50 [1] - Guoke Chegong, up 2.47% to 49.39 [1] - Beifang Navigation, up 1.84% to 14.39 [1] - Conversely, Changcheng Military Industry saw a decline of 0.93% to 42.44, with a trading volume of 499,800 shares and a transaction value of 2.163 billion [2] Capital Flow - The ground armament sector saw a net inflow of 119 million from institutional investors and 194 million from retail investors, while retail investors experienced a net outflow of 313 million [2] - The capital flow for individual stocks showed: - Beifang Changlong had a net inflow of 85.37 million from institutional investors [3] - Beifang Navigation had a net inflow of 49.70 million from institutional investors [3] - Changcheng Military Industry had a net outflow of 13.92 million from retail investors [3]

捷强装备于2020年8月24日在深交所创业板上市，发行数量为1919.90万股，发行价格53.10元/股，保荐 机构为中金公司（601995），保荐代表人为谢显明、贾义真。 上市第三个交易日，即2022年8月26日，捷强装备盘中创下股价高点174.71元，此后该股股价震荡走 低。 捷强装备募集资金总额为10.19亿元，扣除发行费用后，募集资金净额为9.27亿元。捷强装备最终募集资 金净额较原计划多2.27亿元。捷强装备2020年8月4日发布的招股说明书显示，公司计划募集资金7.00亿 元，分别用于军用清洗消毒设备生产建设项目；新型防化装备及应急救援设备产业化项目；防化装备维 修保障与应急救援试验基地项目；研发中心建设项目；补充流动资金。 捷强装备发行费用为9246.27万元，其中保荐机构中国国际金融股份有限公司获得保荐及承销费用 7081.39万元。 中国经济网北京9月26日讯捷强装备（300875）(300875.SZ)日前发布2025年半年度报告。今年上半年， 公司实现营业收入1.07亿元，同比增长1.44%；归属于上市公司股东的净利润-868.66万元，同比减少 798.61%；归属于上市公司股东的扣除 ...

从资金流向上来看，当日地面兵装板块主力资金净流出5.36亿元，游资资金净流入819.91万元，散户资金 净流入5.28亿元。地面兵装板块个股资金流向见下表： 证券之星消息，9月25日地面兵装板块较上一交易日下跌1.79%，捷强装备领跌。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。地面兵装板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300875 | 捷强装备 | 41.66 | -3.41% | 3.51万 | 1.48亿 | | 601606 | 长城军工 | 42.84 | -2.79% | 33.07万 | 14.28 Z | | 000576 | 甘化科工 | 10.61 | -2.30% | ● 5.81万 | 6224.01万 | | 600967 | 内蒙一机 > | 18.45 | -2.02% | 30.37万 | 5.64亿 | | 300527 | ST应急 | 8.30 | -2.01% | 17 ...

Market Overview - The ground weaponry sector experienced a decline of 2.28% on September 24, with Changcheng Military Industry leading the drop [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Notable gainers in the ground weaponry sector included: - Muka Technology (Code: 000576) with a closing price of 10.86, up 2.74% [1] - Jieqiang Equipment (Code: 300875) with a closing price of 43.13, up 2.50% [1] - Zhongbing Hongjian (Code: 000519) with a closing price of 18.05, up 1.69% [1] - Changcheng Military Industry (Code: 601606) closed at 44.07, down 1.30% [2] Capital Flow Analysis - The ground weaponry sector saw a net outflow of 289 million yuan from institutional investors and 138 million yuan from retail investors, while retail investors had a net inflow of 427 million yuan [2] - The capital flow for individual stocks showed: - Jieqiang Equipment had a net inflow of 4.66 million yuan from institutional investors [3] - Zhongbing Hongjian experienced a net outflow of 33.57 million yuan from institutional investors [3] - ST Emergency (Code: 300527) had a significant net outflow of 21.29 million yuan from institutional investors [3]

Market Overview - The ground armament sector experienced a slight decline of 0.17% on September 22, with North China Long Dragon leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Stock Performance - Notable stock performances included: - Optoelectronics Co. (600184) rose by 2.40% to a closing price of 18.34, with a trading volume of 129,500 shares and a turnover of 235 million yuan [1] - ST Emergency (300527) increased by 1.56% to 8.47, with a trading volume of 184,500 shares and a turnover of 155 million yuan [1] - North Navigation (600435) saw a modest increase of 0.56% to 14.30, with a trading volume of 302,200 shares and a turnover of 430 million yuan [1] - Longcheng Military Industry (601606) fell by 0.62% to 46.62, with a significant turnover of 1.797 billion yuan [1] Capital Flow - The ground armament sector saw a net outflow of 397 million yuan from institutional investors and 203 million yuan from retail investors, while individual investors contributed a net inflow of 601 million yuan [2] - Detailed capital flow for specific stocks indicated: - ST Emergency had a net inflow of 18.59 million yuan from institutional investors, but a net outflow from retail investors [3] - North Navigation experienced a net outflow of 17.47 million yuan from institutional investors, with a small net inflow from retail investors [3] - Longcheng Military Industry faced a net outflow of 49.25 million yuan from institutional investors, while retail investors contributed positively [3]

在申请上市之时，天津捷强动力装备股份有限公司（以下简称"捷强装备"，300875.SZ）曾底气十足地 宣称，公司是新一代核化生洗消装备的液压动力系统"唯一供应商"，直言"目前行业内竞争程度较 低""暂不存在其他企业的竞争""后来者较难进入供应体系"。 中经记者 王登海 卢志坤 北京报道 然而，上市后的捷强装备未能延续这份"独家优势"，业绩大幅下滑。自上市次年起，其核心产品液压动 力系统的销售收入便一路下滑，2024年该业务收入更是出现6342.5万元的负收入。 《中国经营报》记者注意到，今年上半年，捷强装备营收虽有1.44%的微弱增长至1.07亿元，归母净利 润却亏损868.66万元，同比下降幅度高达798.61%，扣非归母净利润更是为-1263.09万元，同比下降 130.90%。其中，曾作为核心业务的液压动力系统销售收入也仅为262万元，同比下降89.11%。 与业绩崩塌同步的是公司实际控制人之一的时任董事长兼总经理潘峰因涉嫌单位行贿罪被刑事拘留，上 市公司亦被立案调查。 招股书里的"安全区" 捷强装备成立于2005年，并于2020年成功在深交所创业板上市。 在申请上市之时，捷强装备的主营业务收入主要来源 ...

Market Overview - The ground equipment sector increased by 1.35% on September 19, with Tianqin Equipment leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Stock Performance - Tianqin Equipment (300922) closed at 27.68, up 10.90% with a trading volume of 245,000 shares and a transaction value of 661 million yuan [1] - Inner Mongolia First Machinery (600967) closed at 19.51, up 2.41% with a trading volume of 909,300 shares and a transaction value of 1.8 billion yuan [1] - Northern Navigation (600435) closed at 14.22, up 2.23% with a trading volume of 480,300 shares and a transaction value of 683 million yuan [1] - Other notable stocks include Northern Long Dragon (301357) at 125.10, up 1.19%, and Zhongbing Hongjian (000519) at 18.14, up 1.00% [1] Capital Flow - The ground equipment sector saw a net inflow of 391 million yuan from institutional investors, while retail investors experienced a net outflow of 307 million yuan [2] - The main capital flow data indicates that Inner Mongolia First Machinery had a net inflow of 188 million yuan from institutional investors [3] - Tianqin Equipment also saw a significant net inflow of 75 million yuan from institutional investors, despite a net outflow of 35 million yuan from retail investors [3]

业绩承压下的"孤注一掷" 捷强装备主营核生化安全装备，产品涵盖核辐射监测设备、生物检测设备及液压动力系统等。然而，近 年受军工订单波动及市场竞争加剧影响，公司盈利能力持续恶化：2025年上半年营收1.07亿元，同比微 增1.44%，但归母净利润亏损868.66万元，同比暴跌798.61%。 在此背景下，山东碳寻的财务数据犹如一剂强心针。这家成立于2023年7月的新材料企业，2024年营收 1765.27万元、净利润85.79万元，而2025年前5个月营收已飙升至6410.03万元，净利润达612万元，展现 出爆发式增长潜力。其核心产品碳纳米管导电浆料作为锂电负极关键材料，深度契合新能源汽车产业链 需求，成为捷强装备眼中的"救命稻草"。 16倍溢价背后的产业逻辑 尽管山东碳寻2025年5月末净资产仅586.32万元，但评估机构采用收益法给出1.03亿元估值，增值率高达 1656.72%。这一"天价"背后，是新材料行业的高成长性预期： 随着新能源汽车渗透率持续提升，全球碳纳米管导电浆料需求激增。据起点研究，2024年全球单壁碳纳 米管导电浆料市场规模大约16亿元，预计到2030年有望达178亿元，未来6年年均复合 ...

Market Overview - The ground equipment sector experienced a decline of 1.5% on September 18, with Jieqiang Equipment leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Individual Stock Performance - Notable gainers included Guoke Chegong, which rose by 2.93% to a closing price of 49.82, and Tianqiao Equipment, which increased by 1.55% to 24.96 [1] - Conversely, Jieqiang Equipment fell by 3.74% to 43.46, and other significant decliners included Beifang Navigation and Inner Mongolia First Machinery, which dropped by 1.56% and 2.11%, respectively [2] Trading Volume and Capital Flow - The ground equipment sector saw a net outflow of 176 million yuan from institutional investors, while retail investors contributed a net inflow of 152 million yuan [2] - The total trading volume for the sector was significant, with Guoke Chegong achieving a transaction amount of 437 million yuan and Longcheng Military Industry reaching 2.798 billion yuan [1][2] Capital Flow Analysis - Longcheng Military Industry had a net inflow of 130 million yuan from institutional investors, while Jieqiang Equipment faced a net outflow of approximately 38 million yuan [3] - Retail investors showed a strong interest in ST Emergency, which had a net inflow of 30 million yuan, despite the overall negative sentiment in the sector [3]