A股今日半年度收官，从上半年市场表现来看，主要股指全线上涨。其中沪指上半年涨2.76%， 北证50指数大涨39.45%一度创出历史新高。 今天板块上看，军工、游戏、脑机接口、光刻机、光伏板块涨幅居前；银行、证券、汽车整车、 乳业板块表现落后。 此外，港股新消费板块也持续火热，老铺黄金大涨近16%，刷新历史新高。一起来看今天热点。 01 军工板块燃爆六月！ 六月中旬以来，军工板块持续火热。恒宇信通、晨曦航空20%涨停，长城军工、利君股份、光电 股份、中航沈飞等纷纷上扬，板块整体走势强劲。 | ▲ | 年工表面 | | ... () A | | --- | --- | --- | --- | | | 2616.04 (+133.07 +5.36%) | | | | 讨论 板块分析 | 成分股 | 相关ETF | 资讯 | | | 全部(79) 连板 关注度 主力资金 北向净流 | | | | 名称 | 最新价 ◆ | 涨跌幅 ◆ | 市盈率 ◆ | | 恒宇信通 | 65.80 | +20.01% | 157.14 | | SZ300965 | | | | | 晨曦航空 | | 20.47 +19.99% | - ...

Core Viewpoint - The military industry sector is experiencing a significant surge, driven by geopolitical tensions and increased military spending, particularly in the context of the Russia-Ukraine conflict and Middle Eastern instability [1][2][7]. Group 1: Market Performance - Military concept stocks collectively surged, with the defense and military trade sectors seeing increases of over 4% and nearly 6% respectively [1]. - Nearly 20 military concept stocks, including 成飞集成 (Chengfei Integration) and 中兵红箭 (China North Industries Group), reached their daily limit or increased by over 10% [1][4]. Group 2: Geopolitical Influences - The escalation of the Russia-Ukraine conflict, marked by large-scale attacks from Russian forces, has significantly impacted military stock performance [7]. - In the Middle East, Israel's defense minister indicated plans for regular actions against Iran, while U.S. President Trump threatened potential military action if Iran advances its nuclear capabilities [8]. - NATO's decision to increase military spending to 5% of GDP by 2035 has also drawn global attention and is expected to influence military stock dynamics [10]. Group 3: Industry Outlook - Analysts suggest that the military industry is in a favorable cycle, with military trade being a crucial growth area for military enterprises amid changing global supply and demand dynamics [2][6]. - The domestic demand for military products is expected to rise as the Chinese military transitions to a new phase of modernization, focusing on "intelligent and unmanned" systems [6]. - The upcoming military parade on September 3 is anticipated to boost market sentiment and highlight new domestic military equipment, aligning with the "14th Five-Year Plan" [5].

Market Overview - The A-share market saw all three major indices rise in the morning session, with the Shanghai Composite Index up 0.2%, the Shenzhen Component Index up 0.54%, and the ChiNext Index up 0.93% [1] - The total market turnover reached 932.6 billion yuan, a decrease of 81.1 billion yuan compared to the previous day, with over 3,500 stocks rising [1] Sector Performance - The gaming, military, brain-computer interface, and photolithography concept stocks led the gains, while the banking, securities, and dairy sectors experienced declines [3] - Notable stocks in the military sector included Hengyu Xintong (300965), Chenxi Aviation (300581), and Zhongbing Hongjian (000519), all of which hit the daily limit [3] - The gaming sector saw significant increases with Kaiying Network (002517) and Giant Network (002558) both reaching the daily limit [3] - Photolithography concept stocks were active, with Blue Eagle Equipment (300293) hitting the daily limit, along with Kaimete Gas (002549) and Zhongci Electronics (003031) [3] - The innovative drug sector rebounded, with Zhaoyan New Drug (603127) also hitting the daily limit [3] - The banking and securities sectors faced early declines, with Guosheng Jinkong (002670) dropping over 5% [3] Hot Stocks - The strongest sectors included new energy vehicles, military, and specialized innovative companies, with multiple stocks hitting daily limits [8][9][10] - In the new energy vehicle sector, 16 stocks reached the daily limit, with the highest consecutive limit being 9 days [8] - The military sector had 14 stocks hitting the daily limit, with the highest consecutive limit also being 9 days [9] - The specialized innovative sector had 13 stocks hitting the daily limit, with a maximum of 3 consecutive limits [10] Sector Insights - The military equipment sector is expected to benefit from increasing global military trade demand and domestic military modernization efforts, potentially leading to a dual boost in fundamentals and industry valuations [12] - The gaming sector is supported by a record number of game approvals, indicating regulatory support for healthy industry development [13] - The brain-computer interface sector is gaining attention due to advancements from Neuralink, with significant usage data reported from trial participants [14] - The digital currency sector is poised for growth as Hong Kong aims to enhance cross-border payment efficiency through stablecoins, with new regulations set to take effect [15]

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]

Core Viewpoint - The latest financing balance of the ChiNext market is 345.083 billion yuan, with a week-on-week increase of 1.041 billion yuan, indicating a positive trend in market financing activity [1] Financing Balance Overview - As of June 23, the total margin balance of ChiNext stocks reached 345.991 billion yuan, an increase of 1.056 billion yuan from the previous trading day [1] - The financing balance specifically amounted to 345.083 billion yuan, reflecting a week-on-week increase of 1.041 billion yuan, while the securities lending balance was 90.9 million yuan, up by 15.5516 million yuan [1] Stocks with Increased Financing Balance - A total of 491 ChiNext stocks saw an increase in financing balance, with 29 stocks experiencing a growth rate exceeding 10% [1] - The stock with the highest increase in financing balance was Haike Xinyuan, which reached 90.5702 million yuan, marking a 76.65% increase from the previous day [1][3] - Other notable stocks with significant increases include C Xinhenghui (67.06%) and Sifang Jingchuang (30.21%) [1][3] Market Performance of Stocks - Among the stocks with a financing balance increase of over 10%, the average increase in stock price was 3.60%, with 23 stocks rising and one stock, Yihua New Material, hitting the daily limit [1] - The top gainers included Sifang Jingchuang (19.97%), Haike Xinyuan (13.44%), and Xinjin Power (13.05%) [1] Stocks with Decreased Financing Balance - A total of 443 stocks experienced a decrease in financing balance, with 25 stocks showing a decline of over 5% [4] - The stock with the largest decrease was Hengyu Xintong, with a financing balance of 15.2729 million yuan, down by 22.88% [4][5] - Other significant declines were observed in Zhejiang Huayuan (21.37%) and Tongling Co., Ltd. (18.77%) [4][5] Stocks with Notable Financing Balance Changes - A detailed table lists stocks with increased and decreased financing balances, highlighting their respective changes in financing balance, closing prices, and daily price fluctuations [3][4][5]

Core Points - The legal opinion letter is issued by Beijing Guantao (Xi'an) Law Firm for Hengyu Xintong Aviation Equipment (Beijing) Co., Ltd. regarding the 2025 first extraordinary general meeting of shareholders [1][2] - The law firm confirms that the company provided all necessary documents and information accurately and completely, ensuring no concealment or misleading statements [2][3] - The legal opinion is intended solely for the purpose of the shareholder meeting and cannot be used for other purposes without prior written consent from the law firm [3] Group 1: Meeting Procedures - The meeting was convened in accordance with the relevant laws and regulations, with a notice published 15 days prior to the meeting date [4][5] - The meeting took place on May 29, 2025, at a specified location in Xi'an, with both on-site and online voting options available for shareholders [4][5] - The attendance included 4 shareholders at the venue and 68 shareholders participating via online voting, representing a total of 45,465,100 shares, which is 75.7752% of the total shares [5][6] Group 2: Voting Procedures and Results - The voting process was conducted according to the agenda outlined in the meeting notice, with no additional proposals submitted [6][7] - The total voting results showed that 45,344,800 shares were in favor of the proposals, accounting for 99.7354% of the valid votes cast [7] - Among minority shareholders, 344,800 shares voted in favor, representing 74.1346% of the minority shareholder votes [7][8] Group 3: Conclusion - The law firm concludes that the meeting's convening, attendance, and voting procedures were all in compliance with applicable laws and regulations, confirming the legality and validity of the meeting [8]

证券代码：300965 证券简称：恒宇信通 公告编号：2025-057 恒宇信通航空装备（北京）股份有限公司 2025 年第一次临时股东大会决议公告 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： 1、本次股东大会没有出现否决议案的情形。 2、本次股东大会没有涉及变更以往股东大会已通过的决议。 4、会议召集人：公司董事会 5、会议主持人：公司董事长吴琉滨先生 6、本次会议的召集、召开和表决程序符合《中华人民共和国公司法》《上 市公司股东会规则》等有关法律、法规及规范性文件和《恒宇信通航空装备（北 京）股份有限公司章程》《股东大会议事规则》的有关规定，合法有效。 一、会议召开和出席情况： （一）会议召开情况 1、会议召开时间 （1）现场会议召开时间：2025 年 5 月 29 日下午 2 点。 （2）网络投票时间：2025 年 5 月 29 日 其中，通过深圳证券交易所交易系统进行网络投票的时间为：2025 年 5 月 29 日上午 9:15-9:25、9:30-11:30，下午 13:00-15:00；通过深圳证券交易所互 联网系统投票的具体时间为 ...

致：恒宇信通航空装备（北京）股份有限公司 北京观韬（西安）律师事务所（以下简称"本所"）受恒宇信通航空装备（北 京）股份有限公司（以下简称"公司"）之委托，指派律师出席 2025 年 5 月 29 日 召开的公司 2025 年第一次临时股东大会（以下简称"本次股东大会"），并根据 《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券 法》（以下简称"《证券法》"）等相关法律、行政法规、《上市公司股东会规则》 (2025 修订)（以下简称"《规则》"）以及公司现行有效的《公司章程》的有关规 定，就本次股东大会相关事项出具本法律意见书。 为出具本法律意见书，本所律师查询了公司在信息披露媒体上刊登的相关公 告，核查了公司提供的有关本次股东大会的文件，听取了公司就有关事实的陈述 和说明，列席了本次股东大会。公司已经向本所律师提供了本所律师认为出具本 法律意见书所必需的、真实、准确、完整的原始书面材料、副本材料或者口头证 言，并无任何隐瞒、虚假、误导或重大遗漏之处；公司保证提供的正本与副本一 致、原件与复印件一致；公司保证所提供的文件、材料上的所有签字和印章均是 真实的；公司保证向本所律师作出的所有 ...

证券代码：300965 证券简称：恒宇信通 公告编号：2025-058 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。 恒宇信通航空装备（北京）股份有限公司（以下简称"公司"）)于 2025 年 5 月 7 日召开了 2024 年年度股东大会，审议通过了《关于公司董事会换届选举 暨提名第三届董事会独立董事候选人的议案》，同意选举刘永丽女士、刘锋建先 生为公司第三届董事会独立董事，任期自 2024 年年度股东大会审议通过之日起 至第三届董事会届满之日为止。 截至 2024 年年度股东大会发出通知之日，刘永丽女士、刘锋建先生尚未取 得独立董事资格证书。根据《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 2 号—创业板上市公司规范运作》的相关规定，刘永丽女 士、刘锋建先生已书面承诺参加最近一次独立董事资格证书培训并取得深圳证券 交易所认可的独立董事资格证书，具体内容详见公司于 2025 年 4 月 11 日在巨潮 资讯网（http://www.cninfo.com.cn）披露的相关公告。 近日，公司收到上述独立董事的通知，其已按照相关规定参加了 ...