格隆汇8月4日｜A股市场军工股涨幅进一步扩大，其中，星辰科技涨超18%创历史新高，北方长龙涨超 17%创历史新高，西菱动力涨超13%创历史新高，长城军工涨停创历史新高，国机精工涨停创历史新 高，恒宇信通、智明达、陕西华达、振芯科技、江航装备、盟升电子等多股涨幅靠前。 ...

智通财经8月4日电，军工板块日内扩大涨幅，北方长龙涨超15%，此前长城军工、国机精工涨停，均创 历史新高，恒宇信通、智明达、陕西华达、振芯科技、江航装备、盟升电子等多股涨幅靠前。消息面 上，财通证券指出，地缘冲突加剧强化各国安全诉求，全球军费开支进入上行周期，带动军贸市场持续 扩容，叠加国产替代能力提升，军贸逻辑有望驱动板块重估。 军工股涨势扩大 北方长龙等多股创历史新高 ...

Group 1 - The A-share military industry stocks collectively declined, with notable drops including North Long Dragon down nearly 10% and Wanli Horse down 7% [1] - Other companies such as Great Wall Military Industry, North Navigation, Inner Mongolia First Machinery, and Guorui Technology fell over 6%, while several others dropped more than 5% [1] Group 2 - Specific stock performance data shows ST Emergency down 19.98%, North Long Dragon down 9.66%, and Wanli Horse down 7.04% [2] - The total market capitalization for North Long Dragon is 88.54 billion, while Great Wall Military Industry has a market cap of 235 billion and North Navigation at 253 billion [2] - Year-to-date performance indicates North Long Dragon has increased by 179.78%, while Wanli Horse has risen by 170.07% [2]

Group 1 - The stock of Hengyu Xintong fell by 5.80% with a turnover rate of 38.26% and a trading volume of 545 million yuan, indicating significant market activity [2] - Institutional investors net bought 1.5572 million yuan while brokerage seats collectively net sold 85.7036 million yuan, reflecting a mixed sentiment among market participants [2] - The top five brokerage seats accounted for a total trading volume of 169 million yuan, with a net selling amount of 84.1464 million yuan, suggesting a dominant selling pressure [2] Group 2 - The main funds saw a net outflow of 66.7516 million yuan, with large orders contributing to a significant portion of this outflow, indicating a cautious approach from larger investors [2] - Over the past five days, the main funds experienced a net inflow of 5.8142 million yuan, suggesting some recovery or interest in the stock despite the current day's outflow [2] - Specific institutional buying and selling activities were noted, with three institutional seats participating in both buying and selling, indicating active trading strategies among institutional investors [2]

Market Overview - The Shanghai Composite Index rose by 0.17% to close at 3615.72 points, with a daily high of 3636.17 points [1] - The Shenzhen Component Index fell by 0.77% to close at 11203.03 points, reaching a high of 11307.62 points [1] - The ChiNext Index decreased by 1.62%, closing at 2367.68 points, with a peak of 2395.89 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 19784.07 billion yuan, with a financing balance of 19642.55 billion yuan and a securities lending balance of 141.52 billion yuan [2] - The margin trading balance increased by 21.0 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 10111.96 billion yuan, up by 3.91 billion yuan, while the Shenzhen market's balance was 9672.1 billion yuan, increasing by 17.08 billion yuan [2] Fund Issuance - Five new funds were launched yesterday, including: - Changxin CSI 300 Index Quantitative Enhancement C - Southern CSI General Aviation Theme ETF - Changxin CSI 300 Index Quantitative Enhancement A - Ping An CSI All-Index Free Cash Flow ETF Link A - Ping An CSI All-Index Free Cash Flow ETF Link C [4] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - Xinyi Sheng (300502.SZ) with 18.92 billion yuan - Northern Rare Earth (600111.SH) with 17.93 billion yuan - Dongfang Fortune (300059.SZ) with 16.97 billion yuan [3] Top Net Buying Stocks on the Dragon and Tiger List - The top ten net buying stocks on the Dragon and Tiger list included: - Yingweike (002837.SZ) with a net buying amount of 573.86 million yuan - Baogang Co. (600010.SH) with 373.76 million yuan - Tibet Tianlu (600326.SH) with 217.90 million yuan [6]

（原标题：44只创业板股今日换手率超20%） 分行业看，今日换手率超20%的个股中，所属医药生物行业个股最多，有10只个股上榜；电子、机械设 备等紧随其后，分别有7只、7只个股上榜。 交易所公开信息显示，今日高换手率创业板股共有8只上榜龙虎榜，买卖居前营业部中，有8股出现机构 身影，金陵体育有4家机构专用席位上榜，合计净买入3743.55万元，恒宇信通有2家机构专用席位上 榜，合计净买入1694.27万元，通源石油有5家机构专用席位上榜，合计净卖出248.94万元，海昌新材有4 家机构专用席位上榜，合计净卖出386.35万元，科净源有1家机构专用席位上榜，合计净卖出729.71万 元，营业部净买入居前的有恒宇信通、通源石油，净买入金额分别为7781.87万元、1804.63万元，营业 部净卖出居前的是金陵体育、阿石创、科净源，净卖出金额分别为3187.80万元、2416.71万元、937.18 万元。 资金流向方面，高换手率个股中，有21股今日获主力资金净流入，净流入金额较多的有国瑞科技、通源 石油、恒宇信通，净流入金额分别为1.54亿元、8511.04万元、8240.25万元，净流出金额较多的有睿智 医药、 ...

具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买三、买四，合计买入金额1974.67万 元，卖出金额280.40万元，合计净买入1694.27万元。 资金流向方面，今日该股主力资金净流入8240.25万元，其中，特大单净流入9271.71万元，大单资金净 流出1031.46万元。近5日主力资金净流入7069.41万元。（数据宝） 恒宇信通7月30日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 5318.96 | 0.00 | | 买二 | 国泰海通证券股份有限公司上海松江区中山东路证券营 业部 | 4019.92 | 0.00 | | 买三 | 机构专用 | 1324.94 | 257.21 | | 买四 | 机构专用 | 649.73 | 23.19 | | 买五 | 国金证券股份有限公司深圳分公司 | 580.76 | 168.00 | | 卖一 | 长江证券股份有限公司仙桃仙桃大道证券营业部 | 2.61 | ...

证券之星消息，7月30日航空装备板块较上一交易日下跌1.49%，博云新材领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。航空装备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) | | --- | --- | --- | --- | --- | --- | | 300965 | 恒宇信通 | 70.06 | 20.01% | 4.24万 | 2.84亿 | | 688586 | 江航装备 | 12.58 | 3.88% | 33.54万 | 4.24亿 | | 600372 | 中航机载 | 12.72 | 2.25% | 113.20万 | 14.53 Z | | 688122 | 西部超导 | 55.88 | 2.03% | 19.72万 | 11.05亿 | | 688708 | 佳驰科技 | 80.88 | 1.61% | 3.61万 | 2.91亿 | | 871642 | 通易航天 | 19.61 | 1.13% | 11.03万 | 2.19亿 | | 837006 | 晟僧科技 | 3 ...

Group 1 - Military stocks experienced significant fluctuations, with Hengyu Xintong hitting the 20% daily limit increase [1] - Guorui Technology rose over 10%, while Hangfa Technology, Great Wall Military Industry, and Beifang Changlong increased by over 5% [1] - Other companies such as Yaxing Anchor Chain, Aileda, Chenxi Aviation, and China Satellite also saw gains [1]

Group 1 - The A-share aerospace and military industry sector has experienced a pullback, with Inner Mongolia First Machinery Group hitting the daily limit down [1] - Hengyu Xintong and Beifang Changlong both fell over 8% [1] - Construction Industry saw a decline of over 7% [1]