Group 1 - The aviation equipment sector experienced a short-term surge, with AVIC Chengfei rising over 10% [1] - Other companies such as Lijun Shares, AVIC Shenyang Aircraft, Zhong无人机, Tongyi Aerospace, and AVIC Xi'an Aircraft also saw increases [1]

申万宏源证券表示，9月3日阅兵前，自主可控和国防军工板块存在脉冲机会。历史经验显示，重大阅兵 事件对军工股具有显著催化作用。当前距离阅兵仅剩一个月，市场预期持续升温。 航空航天ETF（159227） 为全市场规模最大的航空类ETF，紧密跟踪国证航天指数，深度聚焦军工空天 核心领域。该指数高度集中，申万一级军工行业占比高达97.86%，堪称全市场"军工纯度"最高的指数； 其成分股中，航空航天装备权重占比达66.8%，显著超越中证军工与中证国防指数。 （文章来源：每日经济新闻） 8月22日，A股三大指数集体上涨，国防军工盘中触底回升。截至10:49，航空航天ETF（159227）拉升 翻红，涨幅0.75%，成交额达1.03亿元，稳居同类第一。持仓股迈信林涨超7%，中航成飞涨超4%，振华 风光、纳睿雷达、华秦科技、天奥电子、洪都航空等股跟涨。 现代战争中，空中力量的作用日益凸显，使得航空装备成为各国军队建设的重点，行业技术门槛极高， 涉及众多高端技术和复杂工艺，在军工产业链中的价值量占比较高，是军工板块的核心方向。 ...

Market Overview - The military electronics sector experienced a slight decline of 0.17% on August 21, with Kesi Technology leading the drop [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Stock Performance - Notable gainers in the military electronics sector included: - Yiyuan Technology (688081) with a closing price of 26.39, up 4.76% on a trading volume of 71,700 shares and a turnover of 184 million [1] - AVIC Chengfei (302132) closed at 90.11, up 2.65% with a trading volume of 298,700 shares and a turnover of 2.664 billion [1] - Conversely, Kesi Technology (688788) saw a significant decline of 6.65%, closing at 72.43 with a trading volume of 105,300 shares and a turnover of 807 million [2] Capital Flow - The military electronics sector experienced a net outflow of 1.649 billion from institutional investors, while retail investors saw a net inflow of 1.052 billion [2][3] - Key stocks with notable capital flows included: - Huafeng Technology (688629) with a net inflow of 147 million from institutional investors, but a net outflow of 36.57 million from retail investors [3] - New Jingang (300629) had a net inflow of 75.999 million from institutional investors, but a significant outflow of 772.579 million from retail investors [3]

Core Viewpoint - The A-share market experienced a strong rebound, with the Shanghai Composite Index reaching a ten-year high, driven by significant trading volume and positive sentiment in the defense and military sector due to a major military parade announcement [1][3]. Group 1: Market Performance - The A-share market recorded a trading volume of 2.45 trillion yuan, maintaining above 2 trillion yuan for six consecutive trading days [1]. - The defense and military sector saw increased activity, particularly the high-profile defense ETF (512810), which rose by 0.55% during the day [1]. - The ETF (512810) attracted over 520 million yuan in a single day, indicating strong investor interest, with a closing premium rate of 0.14% [1]. Group 2: Key Stocks and Movements - The defense ETF (512810) constituents showed a mixed performance, with notable gains from companies like Guangqi Technology, which surged by 9.99%, while major stocks like China Shipbuilding and Great Wall Military fell over 3% [3][4]. - The trading volume for the ETF (512810) reached 1.27 billion yuan, continuing a trend of over 1 billion yuan in daily trading for seven consecutive days [1]. Group 3: Military Parade Impact - A significant military parade is set to showcase new military capabilities, including a new structure of military forces and advanced weaponry, which is expected to positively influence the defense sector [3][4]. - The parade will feature new-generation traditional weapons and advanced technologies such as unmanned systems and hypersonic capabilities, potentially redefining global military technology competition [5][6]. - Historical data indicates that previous military parades have led to a surge in the defense sector, suggesting a similar pattern may occur this time [7]. Group 4: Long-term Outlook - The defense industry is expected to undergo a significant transformation, driven by the strategic goal of building a world-class military, marking the beginning of a new golden era for the sector [7]. - The ETF (512810) encompasses a wide range of themes, including commercial aerospace, low-altitude economy, and military AI, making it an efficient tool for investing in core defense assets [7].

Group 1 - The core viewpoint of the news is the significant display of the military's new structural layout during the upcoming military parade, showcasing a large proportion of new domestic weaponry and equipment [1][2] - The air formation will feature aircraft models that are making their public debut for the first time [3] - The defense and military industry sector reacted positively in the secondary market, with stocks like Bolite rising by 8% and AVIC Chengfei increasing by 6%, indicating strong investor interest [3] Group 2 - The "August 1" defense and military ETF (512810) saw a rapid increase, reflecting high trading activity and strong buying interest, with over 52 million yuan invested in advance [3][5] - Historical data from previous military parades (2015-2019) shows that the defense and military sector typically experiences a surge in stock prices around such events [5] - Analysts suggest that current market conditions, including improved risk appetite, geopolitical tensions, and increased capital operations, will support further growth in the defense and military sector [5]

证券日报网讯 8月14日晚间，中航成飞发布公告称，公司本次注销的回购股份数量为4，691，000股， 占注销前公司总股本的0.18%，本次回购股份注销完成后，公司总股本由2，676，782，376股变更为 2，672，091，376股。经中国证券登记结算有限责任公司深圳分公司审核确认，公司本次回购股份注销 事宜已于2025年8月13日办理完成。截至本公告披露日，公司已办理本次注销回购股份减少注册资本的 工商变更登记及章程备案等相关事宜，并取得陕西省市场监督管理局换发的《营业执照》，公司注册资 本已由2，676，782，376元变更为2，672，091，376元。 （编辑 任世碧） ...

证券代码：302132 证券简称：中航成飞 公告编号：2025-058 中航成飞股份有限公司 关于回购股份注销完成暨股份变动 中航成飞股份有限公司（原"中航电测仪器股份有限公司"）于 2021 年 2 月 公司拟通过集中竞价交易方式以自有资金回购部分股份，用于后期实施员工持股 计划或股权激励。截至 2022 年 2 月 7 日，公司累计通过股票回购专用证券账户 以集中竞价交易方式回购股份 4,691,000 股，约占公司当时总股本的 0.79%，最高 成交价为 13.19 元/股，最低成交价为 12.30 元/股，成交总金额为 60,813,062.00 元 （不含交易费用）。 回购股份留存期间，中国航空工业集团有限公司（以下简称"中国航空工业 集团"）与公司签订股权收购协议，约定公司拟通过发行股份购买资产的方式收 购中国航空工业集团持有的成都飞机工业（集团）有限责任公司 100%股权。截至 股增加至 2,676,782,376 股，回购专用证券账户中库存股数量未发生变化，公司股 票回购专用证券账户持股比例由 0.79%下降至 0.18%。 由于在回购股份留存期间，公司启动发行股份购买资产事项，构成重大资产 ...

关于回购股份注销完成暨股份变动 及完成注册资本减少工商变更登记的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 证券代码：302132 证券简称：中航成飞 公告编号：2025-058 中航成飞股份有限公司 2、经中国证券登记结算有限责任公司深圳分公司审核确认，公司本次回购股 份注销事宜已于 2025 年 8 月 13 日办理完成。 3、截至本公告披露日，公司已办理本次注销回购股份减少注册资本的工商变 更登记及章程备案等相关事宜，并取得陕西省市场监督管理局换发的《营业执照》， 公司注册资本已由 2,676,782,376 元变更为 2,672,091,376 元。 根据《中华人民共和国公司法》《上市公司股份回购规则》《深圳证券交易 所上市公司自律监管指引第 9 号——回购股份》等有关法律法规的规定，现就本 次回购股份注销完成暨股份变动情况公告如下： 一、回购股份的实施情况及使用情况 中航成飞股份有限公司（原"中航电测仪器股份有限公司"）于 2021 年 2 月 8 日召开第六届董事会第十七次会议审议通过了《关于回购公司股份的方案》， 公司拟通过集中竞价交易 ...

8月12日，沪深两融数据显示，中航成飞获融资买入额1.25亿元，居两市第321位，当日融资偿还额1.82 亿元，净卖出5628.20万元。 最近三个交易日，8日-12日，中航成飞分别获融资买入0.89亿元、1.13亿元、1.25亿元。 融券方面，当日融券卖出0.05万股，净卖出0.04万股。 ...

Core Viewpoint - The stock of AVIC Chengfei experienced a significant decline of 2.83% on August 7, 2023, amid reports of fund reductions by E Fund in its major shareholders [1] Company Overview - AVIC Chengfei Co., Ltd. was established in 2002 and is located in Hanzhong City, primarily engaged in the manufacturing of computers, communications, and other electronic equipment [1] - The company has a registered capital of 26,720.91376 million RMB, with Sui Shaochun as the legal representative [1] Fund Performance - E Fund's two funds, E Fund ChiNext ETF and E Fund National Defense and Military Industry Mixed A, reduced their holdings in AVIC Chengfei during the second quarter of this year [1] - E Fund ChiNext ETF has a year-to-date return of 10.52%, ranking 816 out of 2004 in its category [2] - E Fund National Defense and Military Industry Mixed A has a year-to-date return of 14.04%, ranking 1352 out of 2874 in its category [2] Fund Manager Information - The fund managers for E Fund ChiNext ETF and E Fund National Defense and Military Industry Mixed A are Cheng Xi and Liu Shurong, respectively [6][9] - Cheng Xi has been managing the E Fund ChiNext ETF since May 7, 2016, and has extensive experience in various funds [6] - Liu Shurong has been managing multiple funds since July 18, 2017, and has a background in finance and investment management [9]