证券之星消息，1月23日地面兵装板块较上一交易日上涨1.12%，银河电子领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002519 | 银河电子 | 9.06 | 5.35% | 304.93万 | | 27.26亿 | | 600435 | 北方导航 | 17.91 | 1.99% | 105.08万 | | 18.78亿 | | 688543 | 国科年工 | 72.53 | 1.54% | 12.71万 | | 9.15 亿 | | 000519 | 中兵红箭 | 19.45 | 1.30% | 1 52.85万 | | 10.20亿 | | 600184 | 光电股份 | 19.44 | 1.14% | 14.09万 | | 2.74亿 | | 300527 | ST应急 | 8.35 | 0.72% | 14.59万 | | 1.22 ...

Market Performance - The ground equipment sector increased by 1.78% compared to the previous trading day, with Galaxy Electronics leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Stock Performance - Galaxy Electronics (002519) closed at 8.60, with a rise of 9.97% and a trading volume of 2.629 million shares, amounting to a transaction value of 2.202 billion [1] - Other notable stocks include: - Guoke Nian Gong (688543) at 71.43, up 3.19% [1] - Beifang Navigation (600435) at 17.56, up 2.39% [1] - Tianzao Equipment (300922) at 24.63, up 2.11% [1] - Zhongbing Hongjian (000519) at 19.20, up 2.02% [1] Capital Flow - The ground equipment sector saw a net inflow of 446 million from institutional investors, while retail investors experienced a net outflow of 269 million [2] - The capital flow for key stocks includes: - Galaxy Electronics with a net inflow of 469 million from institutional investors [3] - Beifang Navigation with a net inflow of 83.02 million [3] - Zhongbing Hongjian with a net inflow of 24.69 million [3]

Market Overview - The ground armament sector experienced a slight decline of 0.06% on January 21, with Galaxy Electronics leading the drop [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Stock Performance - Key stocks in the ground armament sector showed varied performance, with the following notable movements: - Optoelectronic Co. (600184) closed at 19.23, up 2.61% with a trading volume of 174,000 shares and a turnover of 332 million yuan [1] - Jieqiang Equipment (300875) closed at 40.70, up 1.29% with a trading volume of 24,600 shares and a turnover of 99.73 million yuan [1] - Northern Long Dragon (301357) closed at 137.97, up 0.75% with a trading volume of 14,000 shares and a turnover of 194 million yuan [1] - Galaxy Electronics (002519) closed at 7.82, down 1.64% with a trading volume of 1,264,600 shares and a turnover of 999.7 million yuan [2] Capital Flow - The ground armament sector saw a net outflow of 193 million yuan from institutional investors, while retail investors contributed a net inflow of 245 million yuan [2] - The following stocks had significant capital flow: - Optoelectronic Co. had a net inflow of 16.16 million yuan from institutional investors, but a net outflow of 25.73 million yuan from retail investors [3] - Northern Long Dragon experienced a net outflow of 0.68 million yuan from institutional investors, with a net inflow of 1.89 million yuan from retail investors [3] - Galaxy Electronics faced a net outflow of 7.28 million yuan from institutional investors, while retail investors contributed a net inflow of 17.73 million yuan [3]

Core Viewpoint - The ground armament sector experienced a 1.06% increase on January 19, with GanHua Science and Technology leading the gains. The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1]. Group 1: Market Performance - The ground armament sector saw a net outflow of 197 million yuan from main funds, while retail investors contributed a net inflow of 127 million yuan [1]. - The closing prices and performance of key stocks in the ground armament sector included: - Yinhe Electronics (002519) at 8.35, down 10.02% with a trading volume of 3.26 million shares [1]. - Guangdian Co. (600184) at 19.33, down 2.23% with a trading volume of 282,200 shares [1]. - Jiekang Equipment (300875) at 42.25, down 0.75% with a trading volume of 31,700 shares [1]. - Changcheng Military Industry (601606) at 48.42, up 0.29% with a trading volume of 184,500 shares [1]. - Guoke Biological Engineering (688543) at 71.66, up 0.93% with a trading volume of 102,700 shares [1]. Group 2: Trading Volume and Turnover - The total turnover for the ground armament sector was significant, with notable individual stock turnovers such as: - Yinhe Electronics with a turnover of 2.748 billion yuan [1]. - North Navigation (600435) with a turnover of 1.191 billion yuan [1]. - ST Emergency (300527) with a turnover of 81.5497 million yuan [1].

Market Overview - The ground equipment sector experienced a decline of 2.39% on January 16, with Galaxy Electronics leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Key stocks in the ground equipment sector showed varied performance, with the following notable changes: - Optoelectronics Co. (600184) closed at 19.77, up 0.82% with a trading volume of 123,100 shares [1] - Galaxy Electronics (002519) closed at 9.28, down 9.99% with a trading volume of 199,800 shares [2] - Northern Long Dragon (301357) closed at 142.81, down 2.57% with a trading volume of 32,300 shares [2] Capital Flow - The ground equipment sector saw a net outflow of 671 million yuan from institutional investors, while retail investors contributed a net inflow of 573 million yuan [2] - The following stocks had significant capital flow: - Galaxy Electronics experienced a net outflow of 44.17 million yuan from institutional investors, but a net inflow of 41.45 million yuan from retail investors [3] - Northern Long Dragon had a net outflow of 77.58 million yuan from institutional investors, with a net inflow of 62.69 million yuan from retail investors [3]

Group 1 - The stock price of Beifang Changlong has decreased by 2.01% to 143.63 CNY per share, with a trading volume of 1.27 billion CNY and a market capitalization of 13.674 billion CNY [1] - Year-to-date, Beifang Changlong's stock has increased by 1.89%, but it has dropped by 6.61% over the last five trading days [2] - The company specializes in the research, design, production, and sales of non-metal composite materials for military vehicle applications, with 70% of its revenue coming from human-machine interface systems for military vehicles [2] Group 2 - As of December 31, the number of shareholders for Beifang Changlong is 27,600, a decrease of 0.50% from the previous period [2] - For the period from January to September 2025, Beifang Changlong achieved a revenue of 122 million CNY, representing a year-on-year growth of 159.21%, and a net profit of 11.2885 million CNY, up by 208.52% [2] - The company has distributed a total of 43.384 million CNY in dividends since its A-share listing [3]

广发证券股份有限公司 关于北方长龙新材料技术股份有限公司 2025 年定期现场检查报告 | 保荐人名称：广发证券股份有限公司 被保荐公司简称：北方长龙 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 保荐代表人姓名：赵鑫 联系电话：020-66338888 | | | | | | | | 保荐代表人姓名：戴宁 联系电话：020-66338888 | | | | | | | | 现场检查人员姓名：赵鑫、李英杰 | | | | | | | | 现场检查对应期间：2025 年度 | | | | | | | | 现场检查时间：2025 12 月 29 2025 年 12 31 | 年 | 日至 | 月 | 日 | | | | 一、现场检查事项 现场检查意见 | | | | | | | | （一）公司治理 不适用 | | | | | 是 | 否 | | 现场检查手段：查阅公司章程及公司治理制度、三会议事规则和三会会议材料，查 | | | | | | | | 阅相关临时公告；核查公司董监高是否发生变更，是否履行了相应程序和信息披露 | | | | | ...

Market Overview - The ground equipment sector experienced a decline of 1.06% on January 15, with Galaxy Electronics leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Stock Performance - Notable stock performances in the ground equipment sector included: - Muka Technology (000576) closed at 11.02, up 2.99% with a trading volume of 244,600 shares and a turnover of 266 million yuan [1] - Inner Mongolia First Machinery (600967) closed at 19.91, up 1.48% with a trading volume of 869,800 shares and a turnover of 1.746 billion yuan [1] - Galaxy Electronics (002519) closed at 10.31, down 10.03% with a trading volume of 795,600 shares and a turnover of 825 million yuan [2] Capital Flow - The ground equipment sector saw a net outflow of 455 million yuan from institutional investors, while retail investors had a net inflow of 412 million yuan [2] - The capital flow for individual stocks showed: - Inner Mongolia First Machinery had a net inflow of 128 million yuan from institutional investors [3] - Galaxy Electronics experienced a net outflow of 68.64 million yuan from institutional investors [3] - Muka Technology had a net inflow of 34.04 million yuan from institutional investors [3]

Core Viewpoint - The stock of Northern Long Dragon (301357) experienced a decline of 3.6% on January 13, 2026, closing at 146.68 yuan, with a total market capitalization of 13.964 billion yuan [1] Group 1: Stock Performance - The stock opened at 150.64 yuan, reached a high of 150.64 yuan, and a low of 145.0 yuan on the same day [1] - The trading volume for the day was 708 million yuan, with a turnover rate of 20.3% [1] Group 2: Training Announcement - The company announced that GF Securities Co., Ltd. conducted a continuous supervision training for the year 2025 on December 29, 2025 [1] - The training covered policies and regulations related to mergers and acquisitions, market dynamics, key review points, and development trends [1] - Participants included company directors, senior management, and relevant personnel from the finance and legal departments, with positive engagement and outcomes reported [1]

保荐机构名称：广发证券股份有限公司 上市公司名称：北方长龙新材料技术股 份有限公司 保荐代表人姓名：赵鑫 联系电话：020-66338888 保荐代表人姓名：戴宁 联系电话：020-66338888 培训实施人员姓名：赵鑫 参加培训人员：北方长龙董事、高级管理人员、部分中层以上管理人员、财务部 及证券法务部相关人员 培训时间：2025 年 12 月 29 日 培训对应期间：2025 年度 培训主要内容：上市公司并购重组的相关政策法规、市场动态、审核关注 要点、发展趋势等。 一、培训基本情况 2025 年 12 月 29 日，广发证券股份有限公司（以下简称"广发证券"或"保 荐机构"）对北方长龙新材料技术股份有限公司（以下简称或"公司"）进行了 2025 年度持续督导专项培训，培训内容包括上市公司并购重组的相关政策法 规、市场动态、审核关注要点、发展趋势等；公司董事、高级管理人员、部 分中层以上管理人员、财务部及证券法务部相关人员参加了此次培训。 二、培训内容简介 广发证券股份有限公司 关于北方长龙新材料技术股份有限公司 2025 年持续督导培训工作报告 （以下无正文） 2 （本页无正文，专用于《广发证券股份有 ...