Core Viewpoint - The number of aviation industrial parks in China is projected to reach 128 in 2024, an increase of 14 parks year-on-year, driven by strong national strategic support and favorable policies [1][12]. Industry Overview - Aviation industrial parks are designated areas focused on aviation-related manufacturing, research, maintenance, and operations, created to foster industry clustering and collaboration through government incentives [1]. Industry Development History - The development of China's aviation industrial parks has progressed through three stages: 1. Initial stage (2003-2008) with only 8 parks established 2. Steady growth phase (2009-2014) with the number increasing to 44 3. Rapid growth phase (2015-present) where the number of parks has surged, averaging 10 new parks annually [3]. Industry Chain - The upstream of the aviation industrial park industry chain includes raw materials, components, and basic equipment, while the midstream focuses on operations and services, and the downstream involves airlines and maintenance companies [5]. Current Industry Status - The aviation industry is experiencing a recovery with passenger transport expected to reach 730 million in 2024, a year-on-year increase of 18.1%, and air cargo volume increasing by 22.1% [12]. Policy Support - Recent policies, such as the "General Aviation Equipment Innovation Application Implementation Plan (2024-2030)", aim to enhance the supply capacity and innovation ability of general aviation equipment by 2027, providing a three-dimensional drive for aviation industrial parks [9][11]. Industry Development Trends 1. **Technological Upgrades**: The industry is focusing on innovation-driven high-quality development, with key areas including unmanned, electric, and intelligent technologies [21]. 2. **Industry Clustering**: Aviation industrial parks are becoming core carriers for industry chain integration, with significant regional differentiation and specialization [22]. 3. **International Cooperation**: There is an increasing trend of international collaboration, with domestic companies engaging in joint ventures and technology transfers to enhance global competitiveness [23].

Market Overview - The two markets experienced a significant net outflow of 26.354 billion yuan, with 1,514 stocks seeing net inflows and 2,973 stocks seeing net outflows [1] - The Shanghai Composite Index closed down by 0.30% [1] Industry Performance - Seven industries saw net inflows from large orders, with the textile and apparel sector leading with a net inflow of 0.351 billion yuan and an index increase of 0.72% [1] - The banking sector followed with a net inflow of 0.321 billion yuan and a rise of 1.36% [1] - Other industries with notable inflows included public utilities and coal [1] - A total of 24 industries experienced net outflows, with the electronics sector facing the largest outflow of 5.879 billion yuan, followed by the computer sector with 3.464 billion yuan [1] Individual Stock Performance - Ten stocks had net inflows exceeding 0.2 billion yuan, with Kelong Software leading at 0.556 billion yuan and a price increase of 13.98% [2] - Other notable stocks with significant inflows included Southern Precision Engineering (0.424 billion yuan, +6.93%) and Wuhan Fangu (0.359 billion yuan, +10.04%) [2] - Stocks with the largest net outflows included AVIC Chengfei with 1.427 billion yuan and a decline of 3.99%, followed by Supply and Marketing Group with 1.195 billion yuan [4] - The average increase for stocks with net inflows over 0.2 billion yuan was 8.01%, outperforming the Shanghai Composite Index [2] Summary of Top Stocks Net Inflow Leaders | Code | Name | Closing Price (Yuan) | Change (%) | Net Inflow (Billion Yuan) | Industry | | --- | --- | --- | --- | --- | --- | | 300663 | Kelong Software | 18.83 | 13.98 | 5.56 | Computer | | 002553 | Southern Precision | 25.00 | 6.93 | 4.24 | Automotive | | 002194 | Wuhan Fangu | 14.47 | 10.04 | 3.59 | Communication | | 002074 | Guoxuan High-Tech | 23.25 | 9.15 | 3.32 | Power Equipment | | 000559 | Wanxiang Qianchao | 8.44 | 10.04 | 2.97 | Automotive | [2][3] Net Outflow Leaders | Code | Name | Closing Price (Yuan) | Change (%) | Net Outflow (Billion Yuan) | Industry | | --- | --- | --- | --- | --- | --- | | 302132 | AVIC Chengfei | 79.88 | -3.99 | -14.27 | Defense Industry | | 000564 | Supply and Marketing Group | 2.65 | -3.64 | -11.95 | Retail | | 688981 | SMIC | 85.83 | -4.61 | -9.19 | Electronics | | 300059 | Dongfang Fortune | 20.83 | -1.84 | -4.71 | Non-Bank Finance | | 002471 | Zhongchao Holdings | 3.77 | -4.80 | -3.81 | Power Equipment | [4]

Market Overview - On May 9, major indices including the Shanghai Composite Index, Shenzhen Component Index, ChiNext Index, and STAR Market Index experienced declines, with the Shanghai Composite closing at 3342.00 points, down 0.3% [1] - Total trading volume in the Shanghai and Shenzhen markets was 11,920.22 billion yuan, a decrease of 1,013.8 billion yuan compared to the previous trading day [1] Sector Performance - Strong sectors included banking, beauty care, textiles, jewelry, and electricity, while sectors such as electronics, computers, defense, media, retail, securities, education, and real estate saw significant declines [2] - The textile and coal industries were the only two sectors to experience net inflows of capital, with net inflows of 1.66 million yuan and 1.01 million yuan, respectively [6] Stock Performance - A total of 1,119 stocks rose, while 3,898 stocks fell, with 60 stocks hitting the daily limit up and 10 stocks hitting the limit down [2] - *ST Yushun recorded the highest number of consecutive limit-up days at 11, followed by several other stocks with fewer consecutive limit-ups [5] Capital Flow - The net outflow of main funds from the Shanghai and Shenzhen markets was 36.563 billion yuan, with the ChiNext seeing a net outflow of 17.452 billion yuan [6] - Notably, BYD had the highest net inflow of main funds at 636 million yuan, followed by Kela Software and others [9][10] Institutional Activity - Institutions had a net selling of approximately 311 million yuan, with the highest net buying in Aopu Optoelectronics at about 103 million yuan [14][15] - Aopu Optoelectronics saw significant trading activity, with two institutions appearing on the leaderboard, collectively net buying 103 million yuan [16]

Market Overview - The market experienced fluctuations on May 9, with the ChiNext Index leading the decline. The Shanghai Composite Index fell by 0.3%, the Shenzhen Component Index by 0.69%, and the ChiNext Index by 0.87% [1] - Over 4,000 stocks declined, with total trading volume in the Shanghai and Shenzhen markets at 1.19 trillion yuan, a decrease of 101.4 billion yuan from the previous trading day [1] Sector Performance - Dividend stocks and certain consumer themes showed strength, while technology growth styles weakened [3] - The banking sector performed well, with the banking ETF reaching a historical high and all 42 constituent stocks in the sector showing gains [4] - The dividend index rose by 0.61% but is down 4.68% year-to-date [5] Monetary Policy Impact - The People's Bank of China announced a 0.5% reduction in the reserve requirement ratio, injecting approximately 1 trillion yuan into the market, and a 0.1% decrease in policy interest rates [8] - Analysts from China Galaxy Securities noted that macro policy remains unchanged, with expansionary domestic demand policies creating business opportunities for banks [9] Investment Strategy - The market is expected to remain in a structural phase, with a focus on low-volatility dividend stocks as a defensive base and domestic demand recovery as an offensive strategy [15] - The military industry is highlighted as a sector with strong potential, driven by macroeconomic stability and ongoing themes in low-altitude economy, commercial aerospace, and military intelligence [14]

沪深两市今日成交额合计11920.22亿元，中航成飞成交额居首 金十数据5月9日讯，5月9日，沪深两市全天成交额合计11920.22亿元，较上一日缩量1013.8亿元。其 中，沪市成交额为4648.62亿元（上一交易日为5016.11亿元），成交量为3.99亿手（上一交易日为4.28亿 手）；深市成交额为7271.6亿元（上一交易日为7917.91亿元），成交量为6.01亿手（上一交易日为6.39 亿手）。中航成飞成交额居首，为91.0亿元。其次是润和软件、新易盛、宁德时代、拓维信息，成交额 分别为65.74亿元、60.98亿元、58.58亿元、57.8亿元。 ...

星矿数据显示，今日早盘主力资金净流入纺服行业、 银行、 小金属等板块，净流出 电子、 计算机、 机械设备等板块，其中电子板块净流出超69亿元。个股方面， 科蓝软件大涨，主力资金净买入5.00亿元 位居首位， 比亚迪、 万向钱潮、 润和软件获主力资金净流入居前； 中航成飞遭净卖出超10亿元， 中 芯国际、 中超控股、 常山北明主力资金净流出额居前。 ...

东兴证券表示，市场有望重回活跃态势，结构性行情特征明显。市场在经历节前缩量盘升行情后，在目 前节点推出重大政策，激发市场成交热情，有利于五月市场行情重回活跃状态。 中泰证券表示，从行业配置角度看，有三条主线值得关注：（1）TMT景气度有望贯穿全年。（2）稳 增长政策下，关注低位周期股"困境反转"。从估值-盈利角度看，石油石化、有色金属市净率存在一定 修复空间。3、中期经济压力持续，关注稳健类板块。公用事业、交通运输板块盈利能力稳定，且估值 偏低，具备较强的安全边际。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 5月9日，三大指数集体低开，中船系、减肥药、银行等板块和概念股涨幅居前。截至发稿，中证A500 指数跌0.26%，成分股中，中航成飞涨超5%，中鼎股份、百济神州-U、信立泰、安克创新等跟涨。 相关ETF中，截至发稿，A500指数ETF（159351）跌0.42%，成交额超6700万元。 资金流向上，Wind金融终端数据显示，A500指数ETF（159351）已连续三个交易日获资金净流入，累 计"吸金"超1.8亿元。 A500指数ETF（159351 ...

从股价表现看，收盘价创历史新高股中，今日股价平均上涨7.66%，涨停的有七丰精工、航天南湖、豪 能股份（维权）等，涨幅居前的有通易航天、联合化学、华洋赛车等。 | | | 5月8日收盘价创历史新高股涨幅排名 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 收盘价 (元) | 日涨幅 (%) | 行业 | | 873169 | 七幸精工 | 23.32 | 29.99 | 机械设备 | | 688552 | 航大南湖 | 30.70 | 20.02 | 国防车】 | | 871642 | 通易航大 | 23.21 | 18.24 | 国防车】 | | 301209 | 联合化学 | 107.16 | 15.60 | 基础化工 | | 834058 | 华洋塞车 | 39.30 | 12.13 | 汽车 | | 603809 | 豪能股份 | 15.68 | 10.04 | 汽车 | | 300733 | 西菱动力 | 19.09 | 7.37 | 汽车 | | 600592 | 龙溪股份 | 29.00 | 6.81 | 机械设备 | | 832885 | 星 ...

Market Overview - A total of 105 stocks hit the daily limit up in the A-share market, with 66 stocks hitting the limit after excluding 39 ST stocks, resulting in an overall limit-up rate of 78.36% [1] - The highest limit-up order volume was from Shanzi Gaoke, with over 550,700 hands, followed by Zhongchao Holdings, Haosai, and Kuaijingtong with 538,800 hands, 347,000 hands, and 313,900 hands respectively [1] Stock Performance - Zhongchao Holdings, *ST Dongyi (rights protection), and Runbei Hangke were among 12 stocks that achieved four consecutive limit-ups, while Shandong Molong, Qisheng Technology, and Chunguang Technology had three consecutive limit-ups [1] - 20 stocks had limit-up orders exceeding 100 million yuan, with Haosai, Zhonghang Chengfei, and Aopu Optoelectronics leading with 479 million yuan, 412 million yuan, and 397 million yuan respectively [1][2] Industry Highlights Smart City Solutions - Haosai focuses on smart lamp post solutions, which integrate smart lighting management through a cloud platform, applicable in various scenarios such as smart parking and community security [1] Military and Aerospace - Zhonghang Chengfei is a key player in domestic aircraft equipment manufacturing, emphasizing technological innovation for high-quality development [6] - Aopu Optoelectronics specializes in optical measurement and control instruments, primarily serving the aerospace and defense sectors [7] Robotics - Zhongchao Holdings is actively collaborating with renowned tech companies and universities to expand its capabilities in the robotics sector [8] - Qiaoyin Co. established an AI technology subsidiary to develop AI, autonomous driving, and robotics technologies [9] Investment Trends - The military sector continues to attract attention, with stocks like Aerospace Nanhu and Zhonghang Chengfei showing significant activity [5] - The top net buying stocks on the Dragon and Tiger list included Hai Neng Da, Aopu Optoelectronics, and Donghua Software, indicating strong institutional interest [10][11]

证券代码：302132 证券简称：中航成飞 公告编号：2025－051 中航成飞股份有限公司 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、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的具体情况 中航成飞股份有限公司（以下简称"公司"）股票交易连续两个交易日内（2025 年 5 月 7 日、2025 年 5 月 8 日）日收盘价格涨幅偏离值累计超过 30%，根据深圳 证券交易所有关规定，属于股票交易异常波动。 二、公司关注、核实情况说明 针对公司股票交易异常波动，公司董事会通过书面问询等方式，对公司、控 股股东及实际控制人就相关事项进行了核查，现就相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共媒体报道了可能或已经对本公司股票交易价格产生 较大影响的本公司未公开的重大信息； 五、备查文件 公司向有关人员的核实函及回函。 3、公司近期经营情况正常，主营业务未发生变化，内外部经营环境未发生重 大变化； 4、经核查，公司、控股股东和实际控制人不存在关于本公司的应披露而未披 露的重大事项，不存在未披露的处于筹划阶段有关 ...