1、公司未发现前期披露的信息存在需要更正、补充之处； 证券代码：300965 证券简称：恒宇信通 公告编号：2025-060 恒宇信通航空装备（北京）股份有限公司 关于股票交易异常波动的公告 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。 一、股票交易异常波动情况 恒宇信通航空装备（北京）股份有限公司（证券代码：300965，证券简称： 恒宇信通，以下简称"公司"或"恒宇信通"）于 8 月 4 日、8 月 5 日、8 月 6 日连 续三个交易日收盘价格涨幅偏离值累计达到 42.44%（超过 30%），根据深圳证 券交易所的相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况 针对公司股票交易异常波动情况，公司董事会通过电话、现场等问询方式， 对控股股东、实际控制人、全体董事、监事及高级管理人员就相关问题进行核实， 现将相关情况说明如下： 2、公司目前经营正常，近期经营情况及内外部经营环境未发生重大变化。 3、公司未发现近期公共传媒报道可能对公司股票交易价格产生较大影响的 未公开重大信息。 4、公司、控股股东以及实际控制人不存在关于公司应披露而未披露的 ...

| 代码 | 名标 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 836247 | 华密新材 | 1 | 20.06 | 44.88 乙 | 79.26 | | 301117 | 佳缘科技 | | 19.99 | 46.14亿 | 63.40 | | 300600 | 国瑞科技 | 家 | 17.39 | 59.58亿 | 166.10 | | 301357 | 北方长龙 | 1 | 15.20 | 144亿 | 356.02 | | 300024 | 机器人 | 1 | 14.90 | 315亿 | 12.14 | | 300581 | 晨曦航空 | | 13.87 | 137亿 | 121.94 | | 300965 | 恒宇信通 | * | 12.67 | 54.11亿 | 153.98 | | 839680 | *ST广道 | | 11.12 | 7.30亿 | -26.32 | | 002190 | 成飞集成 | | 10.01 | 140亿 | 101.24 | | 601606 | 长城军工 | $ | 1 ...

近半年该股累计上榜龙虎榜5次，上榜次日股价平均跌1.16%，上榜后5日平均涨7.25%。 资金流向方面，今日该股主力资金净流出2394.39万元，其中，特大单净流出1149.27万元，大单资金净 流出1245.12万元。近5日主力资金净流入4622.47万元。（数据宝） 恒宇信通8月5日交易公开信息 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.90亿元，其中，买入成交额为7665.01 万元，卖出成交额为1.13亿元，合计净卖出3662.64万元。 具体来看，今日上榜的营业部中，共有6家机构专用席位现身，即买一、买二、买三、买四、买五、卖 二、卖三、卖五，合计买入金额7605.58万元，卖出金额7020.31万元，合计净买入585.27万元。 | 买/卖 | | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | --- | | 买一 | 机构专用 | | 2181.36 | 284.62 | | 买二 | 机构专用 | | 1744.22 | 1143.96 | | 买三 | 机构专用 | | 1557.92 | 2707.47 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 873690 | 捷众科技 | 1 | 18.62 | 20.45亿 | 74.98 | | 301357 | 北方长龙 | 1 | 12.31 | 123亿 | 287.82 | | 601606 | 长城车工 | 1 | 9.99 | 309亿 | 263.18 | | 000901 | 航天科技 | 4 + | 9.62 | 116亿 | 32.91 | | 836247 | 华密新材 | 1 | 8.72 | 36.16亿 | 44.40 | | 688788 | 科思科技 | 1 | 8.62 | 124亿 | 270.39 | | 300490 | 华自科技 | | 8.62 | 41.70亿 | 32.74 | | 002046 | 国机精工 | 1 | 8.44 | 123亿 | 66.42 | | 688626 | 翔宇医疗 | | 8.36 | 81.28亿 | 73.88 | | 002519 | 银河电子 | 张 | 8.28 | ...

Core Viewpoint - The A-share market has seen a collective rise in major indices, with a notable surge in the military industry sector driven by strong performance and upcoming events [1][3]. Group 1: Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.66%, the Shenzhen Component Index up by 0.46%, and the ChiNext Index up by 0.5%, with over 3,800 stocks rising [1]. - The military equipment sector experienced significant gains, with stocks like Hengyu Xintong, Beifang Changlong, and Aileda reaching their daily limit up [3][5]. Group 2: Upcoming Events and Catalysts - The upcoming military parade on September 3, commemorating the 80th anniversary of the victory in the War of Resistance Against Japan, is expected to showcase new domestic military equipment, including drones and hypersonic weapons [9][21]. - The recent unveiling of drone swarm and robotic combat capabilities has attracted attention, indicating advancements in military technology [6][9]. Group 3: Industry Trends and Data - The military industry is experiencing a significant transformation, with the military index achieving three consecutive monthly gains, reflecting a robust market environment [10][11]. - The military sector's transaction volume reached a historical high of 1.5272 trillion yuan in the previous month, accounting for over 4% of the total transaction volume in the market for three consecutive months [11]. - The military trade export data shows a 56.48% increase from the previous decade, with aircraft exports rising by 44.65% and air defense weapon exports increasing by over 450% [14]. Group 4: Investment Insights - The military sector is expected to see a recovery in demand, with a notable increase in military orders and a positive outlook for the second half of the year [21][22]. - The aerospace sector is becoming a focal point for investment, with leading companies like AVIC Shenfei seeing increased fund holdings, indicating strong investor interest [19][22]. - The National Aerospace ETF has attracted significant capital inflow, with a total of over 600 million yuan in net inflow over five days, reflecting heightened investor interest in the aerospace sector [22].

恒宇信通今日涨停，全天换手率37.04%，成交额5.29亿元，振幅22.73%。龙虎榜数据显示，机构净买入 657.64万元，营业部席位合计净买入3046.50万元。 恒宇信通8月4日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国信证券股份有限公司北京分公司 | 2667.92 | 77.06 | | 买二 | 机构专用 | 2392.89 | 2537.38 | | 买三 | 机构专用 | 1454.84 | 0.00 | | 买四 | 恒泰证券股份有限公司上海延安西路证券营业部 | 1118.49 | 0.00 | | 买五 | 机构专用 | 851.19 | 1039.84 | | 卖一 | 机构专用 | 2392.89 | 2537.38 | | 卖二 | 机构专用 | 851.19 | 1039.84 | | 卖三 | 机构专用 | 248.46 | 719.70 | | 卖四 | 中国银河证券股份有限公司临海崇和路证券营业部 | 0.00 | 662.85 | | 卖五 | 机构专用 ...

Core Viewpoint - The military industry sector is experiencing a significant surge driven by strong performance and thematic activity, particularly in the context of upcoming military events and positive earnings reports [4][6][27]. Group 1: Market Performance - All three major A-share indices rose today, with the Shanghai Composite Index up 0.66%, the Shenzhen Component Index up 0.46%, and the ChiNext Index up 0.5%, as over 3,800 stocks in the market increased [2]. - The military industry stocks saw a collective surge, with several stocks hitting their daily limit, including Hengyu Xintong and Beifang Changlong, both rising by 20% [8][9]. Group 2: Military Industry Dynamics - The military sector is witnessing a dual boost from thematic activity and performance improvements, with significant attention from investors as the 9.3 military parade approaches [4][6]. - The military industry index has shown a three-month consecutive increase in trading volume, with last month's trading volume reaching 1,527.2 billion, marking a historical high [15]. Group 3: External Factors - Global military budgets are on the rise due to ongoing geopolitical conflicts, which is catalyzing the military sector's performance [19]. - The recent Paris Air Show showcased China's advanced military equipment, potentially expanding its military trade market [19]. Group 4: Fundamental Analysis - The military sector is expected to see a recovery in demand, with key companies poised for significant earnings growth as military contracts are fulfilled [21][22]. - As of the end of July, 42 military stocks reported a combined net profit of nearly 5.6 billion, reflecting a year-on-year increase of over 45% [21]. Group 5: Future Outlook - The upcoming military parade in September is anticipated to have a positive catalytic effect on the military sector, showcasing new generation equipment [27]. - Historical data indicates that military indices tend to show significant excess returns in the months leading up to major military parades [28]. Group 6: Investment Trends - The second quarter saw a notable increase in military stock holdings by public funds, with a 23.14% increase in the scale of military holdings [22][24]. - The aerospace sector is becoming a focal point for investment, with leading stocks like AVIC Shenyang Aircraft Corporation seeing a substantial increase in fund holdings [24].

Market Overview - The market opened lower but rebounded throughout the day, with all three major indices rising. The total trading volume reached 1.52 trillion [1] - The military industry sector saw a significant surge, with over 20 stocks including North Long Dragon and Great Wall Military Industry hitting the daily limit [1][4] - The robotics sector also performed strongly, with stocks like Zhejiang Rongtai and Dongjie Intelligent reaching their limits [1][6] - Solid-state battery concepts experienced a rise, with Shanghai Xiba hitting a new high [1] Key Sectors Military Industry - The military sector experienced a substantial increase, with stocks like Hengyu Xintong and Aerospace Electronics hitting their daily limits. Notable stocks such as Great Wall Military Industry and North Long Dragon reached historical highs [4] - A catalyst for this surge was the report from Global Times stating that the Pakistani military has integrated Chinese-made Z-10ME armed helicopters into its aviation units [4] Robotics - The robotics sector saw a notable rise, with companies like Zhongma Transmission and Dongjie Intelligent achieving consecutive limit-ups. The World Robot Conference is scheduled to take place from August 8 to 12 in Beijing [6][8] - DJI is set to launch its first sweeping robot product "Romo" on August 6 [6] AI Applications - The AI applications sector continued to perform well, with companies like Nengke Technology and Huashengchang hitting their limits. Barclays reported that the AI website building tool Lovable achieved an annual recurring revenue of $100 million in just eight months [9][11] - OpenAI is expected to officially release the new GPT-5 model in early August, which could significantly impact the AI programming landscape [9][11] Stock Performance - Great Wall Military Industry (stock code: 601606) reached a price of 38.83 with a 10% increase and a market cap of 28.12 billion [5] - Dongjie Intelligent (stock code: 300486) saw a price of 16.99 with a 19.99% increase [7] - Nengke Technology (stock code: 603859) reached a price of 42.61 with a 9.99% increase and a market cap of 10.43 billion [10]

Market Overview - A-shares experienced a low open and high close, with the Shanghai Composite Index rising by 0.66% to 3583.31 points, the Shenzhen Component Index up by 0.46% to 11041.56 points, and the ChiNext Index increasing by 0.5% to 2334.32 points, while the STAR 50 Index rose by 1.22% to 1049.41 points [1] - The total trading volume in the Shanghai and Shenzhen markets was nearly 1.5 trillion, a decrease of 998 billion compared to the previous trading day [1] - Over 3800 stocks in the market saw gains, indicating a generally positive sentiment despite mixed sector performance [1] Sector Performance Military Industry - The military sector saw significant gains, with stocks like Changcheng Military Industry and Aerospace Electronics hitting the daily limit [3] - Catalysts for this surge included the fifth anniversary of the Beidou-3 global satellite navigation system and increased global military spending due to geopolitical tensions [3] Banking Sector - Bank stocks collectively strengthened, with Agricultural Bank of China reaching a historical high [2] - Five listed banks reported positive net profit growth for the first half of 2025, with four banks achieving double-digit increases [2] Semiconductor Industry - Semiconductor stocks showed a strong upward trend, with Huahong Semiconductor reaching a historical high [4] - The global silicon wafer shipment volume is projected to grow by 9.6% year-on-year in Q2 2025, indicating robust demand in the sector [4] Robotics Sector - The robotics and reducer sectors remained active, with companies like Zhongma Transmission and Dongjie Intelligent seeing significant gains [5] - The upcoming World Robot Conference is expected to showcase over 100 new intelligent robot products, indicating a growing market [5] Analyst Insights - CITIC Securities highlighted that market trends dictate the behavior of leading funds, which tend to favor high-consensus stocks rather than low-position stocks [6] - Shenwan Hongyuan noted that the market is returning to a volatile phase, with potential upward movements expected before the September 3 military parade [7] - Dongfang Securities suggested that while there is a high probability of weekly adjustments, the downside is limited, and sectors like AI, military, and pharmaceuticals still present significant investment opportunities [8]

Group 1 - Northern Long Dragon, Hengyu Xintong, and Xingtuxinke experienced a surge, hitting the daily limit up [1] - A total of over ten stocks, including Aileda, Great Wall Military Industry, Aerospace Electronics, and Lijun Shares, also reached the limit up [1] - Companies such as Hangya Technology and Wanlima saw their stock prices increase by over 10% [1]