中航成飞8月6日大宗交易平台出现一笔成交，成交量17.64万股，成交金额1226.33万元，大宗交易成交 价为69.52元，相对今日收盘价折价21.73%。该笔交易的买方营业部为第一创业证券股份有限公司北京 和平里证券营业部，卖方营业部为中信证券股份有限公司北京安外大街证券营业部。 证券时报·数据宝统计显示，中航成飞今日收盘价为88.82元，上涨4.77%，日换手率为5.83%，成交额为 30.46亿元，全天主力资金净流入2.34亿元，近5日该股累计上涨4.51%，近5日资金合计净流入1263.88万 元。 两融数据显示，该股最新融资余额为15.38亿元，近5日增加1.32亿元，增幅为9.42%。（数据宝） 8月6日中航成飞大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | | | 17.64 | 1226.33 | 69.52 | -21.73 | 第一创业证券股份有限公 | 中信 ...

三连阳的沪指从上周的回调中反弹，指数继续向年内新高发起冲击。 多重利好驱动的军工板块，无疑是这三连涨背后的主要功臣，今天继续着强势表现。 这波军工行情，到底能走多久？ 01 涨停潮继续 板块题材方面，硬件装备细分赛道一齐开花。Peek材料、液冷服务器、军工装备、人形机器人板块走高，水电、医药板块调整。 | PEEK材料 8.87% | 中船系 4.62% | 宇树机器人 3.71% | 十大军工集团 3.56% | 航母 3.55% | | --- | --- | --- | --- | --- | | 减速器 3.43% | 章 [信息化 3.23% | 具身智能 3.06% | ■■■机 3.05% | 液冷服务器 2.99% | | 雅江水电站 -0.99% | | 坑生素 【 引き陸に 投资股大数据 | 血液制品 -1.36% | 减肥药 -1.49% | | 水利水电建设 -1.51% | 干细胞 -1.58% | CRO -1.59% | 法感 -1.63% | 天堂腿园 -3.26% | | | | | | 数据支持:勾股大数据、Wind | | 了解更多图文干货,请下载 | | | | 工格修 ...

Market Performance - Chengfei concept stocks rose by 2.63%, ranking 10th in the concept sector, with 37 stocks increasing in value [1] - Notable gainers included Huami New Materials with a 30% limit up, Chengfei Integration, and Lijun Shares, both hitting the upper limit [1] - The top decliners were Xiling Power, New Dazhou A, and Huali Chuantong, with declines of 1.71%, 1.25%, and 1.18% respectively [1] Capital Flow - The Chengfei concept sector saw a net inflow of 1.098 billion yuan, with 24 stocks receiving net inflows [2] - Chengfei Integration led the net inflow with 659 million yuan, followed by Zhonghang Chengfei and Lijun Shares with 234 million yuan and 171 million yuan respectively [2][3] - The net inflow ratios for Chengfei Integration, Lijun Shares, and Houp Shares were 31.47%, 9.14%, and 7.84% respectively [3] Stock Performance - Chengfei Integration had a daily increase of 10.01% with a turnover rate of 15.33% [3] - Zhonghang Chengfei and Lijun Shares also performed well, with increases of 4.77% and 9.99% respectively [3] - Other notable performers included Huami Shares and Kunshan Intelligent, which rose by 4.94% and 4.05% respectively [1][3]

截至6月10日，中航成飞股东户数8.97万，人均流通股6589股。 2025年1月-3月，中航成飞实现营业收入33.09亿元，同比减少81.10%；归属净利润1.56亿元，同比减少 89.50%。 8月6日，中航成飞盘中上涨6.57%，截至11:04，报90.35元/股，成交17.69亿元，换手率3.43%，总市值 2418.47亿元。 资料显示，中航成飞股份有限公司位于陕西省汉中市经济开发区北区鑫源路，公司专注于智能测控领 域，提供军民两用产品及系统解决方案，涵盖航空防务、传感控制、数智产业和智能交通等多个业务板 块。公司在科技创新和智能测控产品领域具有国际领先技术，并荣获多项国家级荣誉，致力于成为世界 一流的智能测控解决方案供应商。 ...

Market Performance - Chengfei concept stock rose by 1.74%, ranking 10th in the concept sector's increase, with 34 stocks rising overall [1] - Leading gainers in the sector included Huami New Materials, Aileda, and *ST Xinyan, with increases of 12.41%, 6.81%, and 6.15% respectively [1] - The largest declines were seen in Tongda Co., Chuanhuan Technology, and Duopule, with decreases of 1.93%, 1.34%, and 1.08% respectively [1] Concept Sector Overview - The top-performing concept sectors today included: - Armament Reorganization Concept: +6.12% - PEEK Materials: +4.11% - Brain-Computer Interface: +2.72% - Copper Cable High-Speed Connection: +2.60% - Automotive Thermal Management: +1.89% - Chengfei Concept: +1.74% [2] Fund Flow Analysis - Chengfei concept saw a net outflow of 5.97 billion yuan from main funds, with 16 stocks experiencing net inflows [2] - The top net inflow stock was Shenling Environment, with a net inflow of 56.89 million yuan, followed by Xiling Power and AVIC Chengfei with 37.56 million yuan and 25.01 million yuan respectively [2][3] - The net inflow ratios for leading stocks included Shenling Environment at 13.01%, *ST Xinyan at 9.50%, and Xiling Power at 3.90% [3] Individual Stock Performance - Key stocks in the Chengfei concept included: - Shenling Environment: +1.03%, turnover rate 4.74%, net inflow 56.89 million yuan, net inflow ratio 13.01% [3] - Xiling Power: +2.75%, turnover rate 18.08%, net inflow 37.56 million yuan, net inflow ratio 3.90% [3] - AVIC Chengfei: +0.43%, turnover rate 2.14%, net inflow 25.01 million yuan, net inflow ratio 2.32% [3]

融券方面，当日融券卖出0.83万股，净卖出0.82万股。 8月4日，沪深两融数据显示，中航成飞获融资买入额1.07亿元，居两市第290位，当日融资偿还额1.27亿 元，净卖出2034.17万元。 最近三个交易日，31日-4日，中航成飞分别获融资买入1.42亿元、1.69亿元、1.07亿元。 ...

Group 1 - The "drone swarm + robotic dog" collaborative system has been showcased, with Kesi Technology's control chip achieving millisecond-level response for hundreds of devices, and the procurement budget for a single system exceeding 50 million yuan [1] - As of August 4, 2025, the CSI Defense Index (399973) rose by 0.56%, with notable increases in constituent stocks such as Haige Communication (002465) up 3.11% and AVIC Aircraft (600038) up 2.29% [1] Group 2 - The current "14th Five-Year Plan" is nearing its conclusion, and the upcoming September 3 military parade is expected to catalyze a significant reshaping of the military industry sector, which has shown a strong upward trend recently [2] - The military industry is anticipated to enter a new phase of growth and value, moving away from previous cyclical fluctuations driven solely by events, supported by the strategic goal of building a world-class military by 2050 [2] Group 3 - The Defense ETF closely tracks the CSI Defense Index, which includes listed companies under the ten major military groups and those providing weaponry to the armed forces, reflecting the overall performance of defense industry stocks [3] - As of July 31, 2025, the top ten weighted stocks in the CSI Defense Index accounted for 43.88% of the index, with companies like AVIC Shenyang Aircraft (600760) and AVIC Engine (600893) among the leaders [3]

Company Overview - AVIC Chengfei was established in 2002 and is located in Hanzhong City, primarily engaged in the manufacturing of computers, communications, and other electronic equipment. The registered capital is approximately 26.72 billion RMB, with the legal representative being Sui Shaochun [1]. Stock Performance - On August 1, AVIC Chengfei's stock closed down by 2.79% [1]. - E Fund's two funds have entered the top ten shareholders of AVIC Chengfei, with E Fund's ChiNext ETF and National Defense Industry Mixed A both reducing their holdings in the second quarter of this year [1]. Fund Performance - E Fund's ChiNext ETF has a year-to-date return of 9.53%, ranking 1295 out of 3307 in its category [2]. - E Fund's National Defense Industry Mixed A has a year-to-date return of 10.36%, ranking 2337 out of 4420 in its category [2]. Fund Manager Profiles - The fund managers for E Fund's ChiNext ETF and National Defense Industry Mixed A are Cheng Xi and Liu Shurong, respectively. Cheng Xi has been managing multiple funds since May 2016, while Liu Shurong has been in the role since July 2017 [6][9].

中航成飞在机构调研时表示，公司作为国内航空整机装备研制生产重点骨干企业，坚持科技自立自强， 以科技创新引领企业高质量发展。通过多年的创新发展，公司主要产品供应链为全国产化。当前，公司 产业链供应链稳定畅通。 ...

Core Viewpoint - The article highlights the growth potential and investment opportunities in the aerospace and defense industry, particularly focusing on the commercial space sector and the domestic aircraft manufacturing market, driven by favorable policies and technological advancements [7][8][9]. Group 1: Aerospace and Defense Industry Overview - The Huazhong National Aerospace Industry ETF closely tracks the National Aerospace Industry Index, which includes high-quality companies in aerospace equipment, military electronics, ground weaponry, and aerospace equipment, with a defense industry representation of 98.2% [2]. - Key companies in the National Aerospace Index include AVIC Shenyang Aircraft Corporation (weight 8.37%, market cap 182.41 billion), AVIC Xi'an Aircraft Industry Group (weight 5.36%, market cap 79.96 billion), and others [3]. Group 2: Historical Performance - Since 2020, the National Aerospace Index has achieved a cumulative return of 38.4%, with an annualized return of 6.4% and an annualized volatility of 33.4%, showing significant excess returns during market rebounds compared to the China Securities Military Industry Index [5]. Group 3: Catalysts for Growth - The commercial space sector is entering a new phase of scale and marketization, supported by recent regulatory frameworks from the National Space Administration aimed at enhancing quality supervision [7][8]. - The domestic aircraft market is seeing stable deliveries of the C919 aircraft, with China Commercial Aircraft Corporation predicting the delivery of 9,323 aircraft over the next 20 years, valued at approximately 1.4 trillion USD [9]. - The low-altitude economy is expanding rapidly, with a projected market size of 1.064 trillion RMB by 2026, reflecting a growth rate of 33.8% in 2023 [10]. Group 4: Policy and Regulatory Environment - Strengthened regulations and new policies from the Science and Technology Innovation Board are expected to enhance project quality and industry management, promoting long-term healthy development in the aerospace sector [11]. - The frequency of space launches has reached a new high, with 35 successful launches in the first half of the year, indicating a robust growth trajectory for the industry [11].