近日，中国航空工业集团旗下的中航成飞（302132）（302132.SZ）成为资本市场焦点公司。 5月12日，A股市场军工股再度飙升，中航成飞低开后快速拉升，早盘触及涨停后打开涨停板，午后开 盘再度封住涨停，涨幅20%。K线图显示，5月7日以来的4个交易日，中航成飞两次"20cm"涨停，4天累 计涨幅61.84%。 粗略计算，5月7日至12日的4个交易日，中航成飞从59.23元/股涨至95.86元/股，期间涨幅高达61.84%。 值得一提的是，95.86元/股已逼近公司的股价历史高点。2024年11月6日，公司的股价曾在盘中触及96.9 元/股。 长江商报记者注意到，中航成飞的股价上涨，与近期A股军工板块暴涨有关。 过去一周内，中证军工指数涨幅高达5%，多只个股走出连板行情，相关ETF也获资金积极涌入。业内 人士表示，资金流向是推动此次军工板块上涨的重要因素。近期，市场风险偏好有所提升，军工板块的 防御属性与成长潜力吸引了增量资金流入。 中航成飞是歼击机核心企业。从消息面来看，近期国际形势使得市场对军工行业的关注度持续提升，军 工企业的订单预期也有所增加。 一季度扣非净利增735.57% 业绩方面，2025年 ...

5月以来，上证指数坐稳3300点并有进一步向上突围的趋势。 5月12日，三大指数高开高走，A股市场逾4100股上涨。板块方面，有着"牛市旗手"之称的券商板块全 线飘红。 5月12日，A股三大指数高开高走，上证指数收涨0.82%报3369.24点，深证成指涨1.72%，创业板指涨 2.63%。此外，北证50涨2.89%，科创50涨0.49%，中证A500涨1.26%。 全天市场逾4100只个股上涨，成交额达1.34万亿元。板块方面，航天军工行业指数大涨5.06%，概念股 中航成飞（302132）、雷科防务（002413）等数只个股涨停。电力设备、机械设备、非银金融等行业板 块涨幅均超2%。 其中，有着"牛市旗手"之称的券商板块显著跑赢大盘，券商行业指数涨幅达2.44%，个股全线飘红，逾 20只个股涨超2%。其中，锦龙股份（000712）上涨8.53%，华鑫股份（600621）、东方财富 （300059）、中国银河（601881）、天风证券（601162）、湘财股份（600095）等多只个股涨幅超过 3%。 与此同时，港股市场收盘也传来好消息。恒生指数涨2.98%报23549.46点，创3月27日以来收盘新高，恒 ...

两市全天特大单净流入163.72亿元，其中28股特大单净流入超2亿元，中航成飞特大单净流入14.29亿 元，特大单净流入资金居首。 沪指今日收盘上涨0.82%。资金面上看，沪深两市全天特大单净流入163.72亿元，共计2092股特大单净 流入，2493股特大单净流出。 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%） | 特大单净流入（亿元） | 行业 | | --- | --- | --- | --- | --- | --- | | 302132 | 中航成飞 | 95.86 | 20.01 | 14.29 | 国防军工 | | 300059 | 东方财富 | 21.72 | 4.27 | 13.16 | 非银金融 | | 300607 | 拓斯达 | 37.18 | 20.01 | 9.47 | 机械设备 | | 600150 | 中国船舶 | 33.06 | 9.54 | 7.27 | 国防军工 | | 600760 | 中航沈飞 | 50.07 | 8.42 | 5.37 | 国防军工 | | 300502 | 新易盛 | 112.84 | 3.32 | 4.65 | 通信 | | 002594 ...

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 302132 | 中航成 飞 | 20.01 | 18.29 | 104992.50 | 10.78 | | 002179 | 中航光 电 | 3.40 | 2.26 | 17589.78 | 8.83 | | 301302 | 华如科 技 | 19.98 | 17.87 | 13512.50 | 33.44 | | 002651 | 利君股 份 | 9.96 | 20.34 | 13470.51 | 12.61 | | 301311 | 昆船智 能 | 20.02 | 21.68 | 9980.44 | 26.25 | | 603809 | 豪能股 份 | 5.52 | 9.97 | 4780.18 | 3.53 | | 002560 | 通达股 | 2.16 | 27.22 | 4602.55 | 4.94 | 截至5月12日收盘，成飞概念上涨5.77%，位居概念板块涨 ...

截至5月12日收盘，军工概念上涨3.15%，位居概念板块涨幅第10，板块内，514股上涨，七丰精工30% 涨停，昆船智能、中航成飞、晨曦航空等20%涨停，中超控股、雷科防务、春兴精工等涨停，莱赛激 光、*ST天微、宏达电子等涨幅居前，分别上涨18.12%、16.29%、15.73%。跌幅居前的有富森美、川润 股份、奥普光电等，分别下跌3.18%、3.05%、2.23%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中船系 | 6.55 | 重组蛋白 | -0.94 | | 成飞概念 | 5.77 | 代糖概念 | -0.82 | | 军工信息化 | 4.28 | 转基因 | -0.77 | | 同花顺果指数 | 4.17 | 创新药 | -0.60 | | 国产航母 | 3.73 | 粮食概念 | -0.60 | | 军民融合 | 3.69 | 玉米 | -0.59 | | 航空发动机 | 3.42 | 大豆 | -0.45 | | 人形机器人 | 3.20 | 农业种植 | -0.31 | | 减速器 ...

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [29]. Core Insights - The humanoid robot concept index increased by 2.82% from May 6 to May 9, 2025, outperforming the CSI 300 index by 0.82 percentage points. Year-to-date, the humanoid robot index has risen by 38.21%, surpassing the CSI 300 index by 37.53 percentage points [2][11]. - Key companies in the humanoid robot sector are actively developing new technologies and products, with significant investments and collaborations being reported [3][4][22]. Weekly Market Review - The humanoid robot index saw a weekly increase of 2.82%, with notable performers including AVIC Chengfei, which had the highest weekly gain of 35.97%, while Xianglou New Materials experienced the largest decline at -8.77% [15][11]. - The report highlights the rapid growth and interest in the humanoid robot sector, driven by technological advancements and increased market demand [5][3]. Weekly Hotspots Review Policy Developments - The Beijing humanoid robot open-source community was launched in April 2025, aimed at fostering global collaboration among developers [3][18]. - The city of Foshan is accelerating the development of its humanoid robot industry with a comprehensive action plan for 2025-2030, including a significant investment in a multimodal robot training facility [3][18]. Product Technology Iteration - The deployment of the "Kua Fu humanoid robot" in Mianyang, Sichuan, as a traffic guide demonstrates the practical application of humanoid robots in urban settings [19]. - The 2025 World Robot Expo is set to showcase nearly 50 leading humanoid robot companies, indicating a growing interest in the sector [19][20]. Investment and Financing - IndustrialNext, a company focused on embodied intelligence, completed a multi-million dollar Series A funding round led by Khosla Ventures, highlighting the investment interest in the humanoid robot space [21][3]. - Several companies, including New Era and Zhonglian Heavy Industry, are advancing their humanoid robot projects, with plans for product launches and technology development [22][24]. Key Company Announcements - New Era plans to launch its embodied intelligence/humanoid robot by the end of 2025, while Zhonglian Heavy Industry is accelerating its humanoid robot business development [22][24]. - Far East Cable has successfully applied its cables in the production of humanoid robots, showcasing the integration of components in the industry [24].

2025 年 05 月 12 日 沪深 300 与中证 500 成分股调整预测（2025 年 6 月） ——金融工程定期 金融工程研究团队 魏建榕（首席分析师） 证书编号：S0790519120001 张 翔（分析师） 证书编号：S0790520110001 傅开波（分析师） 证书编号：S0790520090003 高 鹏（分析师） 证书编号：S0790520090002 苏俊豪（分析师） 证书编号：S0790522020001 胡亮勇（分析师） 证书编号：S0790522030001 王志豪（研究员） 证书编号：S0790522070003 盛少成（分析师） 证书编号：S0790523060003 苏 良（分析师） 证书编号：S0790523060004 何申昊（研究员） 证书编号：S0790122080094 陈威（研究员） 证书编号：S0790123070027 蒋韬（研究员） 证书编号：S0790123070037 魏建榕（分析师） 胡亮勇（分析师） weijianrong@kysec.cn 证书编号：S0790519120001 huliangyong@kysec.cn 证书编号：S07905220 ...

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [29]. Core Insights - The humanoid robot concept index increased by 2.82% from May 6 to May 9, 2025, outperforming the CSI 300 index by 0.82 percentage points. Year-to-date, the humanoid robot index has risen by 38.21%, surpassing the CSI 300 index by 37.53 percentage points [11][15]. - Key companies in the humanoid robot sector are actively developing new technologies and products, with significant investments and collaborations being reported [4][22]. Weekly Market Review - The humanoid robot index saw a weekly increase of 2.82%, with notable performers including AVIC Chengfei, which had the highest weekly gain of 35.97%, while Xianglou New Materials experienced the largest decline at -8.77% [11][15]. - The report highlights the rapid growth and interest in the humanoid robot sector, driven by technological advancements and increased investment [5]. Weekly Hotspots Review Policy Developments - The Beijing humanoid robot open-source community was launched in April 2025, aimed at fostering global developer collaboration and accelerating technological breakthroughs in the industry [18]. - The city of Foshan is advancing its "Action Plan for Accelerating the Development of the Intelligent Robot Industry (2025-2030)," with plans to invest 200 million yuan in establishing a comprehensive training facility for humanoid robots [18]. Product Technology Iteration - The deployment of the "Kua Fu humanoid robot" in Mianyang, Sichuan, as a traffic guide demonstrates the practical application of humanoid robots in urban settings [19]. - The 2025 World Robot Expo is set to feature nearly 50 leading companies, including Tesla, showcasing advancements in humanoid robotics [19]. Investment and Financing - IndustrialNext, a company focused on embodied intelligence, completed a multi-million dollar Series A funding round led by Khosla Ventures, indicating strong investor interest in the sector [21]. - Notable companies such as New Era and Zoomlion are accelerating their development of humanoid robots, with plans to launch new products by the end of 2025 [22][24]. Key Company Announcements - New Era plans to launch embodied intelligence/humanoid robots by the end of 2025, while Zoomlion is focusing on developing its humanoid robot business as part of its growth strategy [22][24]. - Far East Cable has successfully applied its cables in the production of UBTECH humanoid robots, showcasing the integration of components in the industry [24].

5月12日开盘，A股三大指数低开高走，截至收盘，三大指数放量大涨，上证指数、深证成指、创业板 指涨幅分别为0.82%、1.72%以及2.63%。 铁路基建概念板块，天铁科技（300587）（300587）涨超13%，金鹰重工（301048）（301048）涨超 11%。消息面上，据中国国家铁路集团有限公司消息，今年1至4月，铁路建设优质高效推进，全国铁路 完成固定资产投资1947亿元，同比增长5.3%。 对于近期市场表现，富荣基金管理有限公司基金经理李延峥对《证券日报》记者表示，当前A股整体仍 处于震荡筑底阶段。其中，利润端表现略超预期，而从结构上看，电子、非银、农牧、有色等板块相对 景气。随着短期业绩期的结束，对科技成长的压制因素或得以解除。整体而言，成长股的估值压力有望 得到一定程度的减轻。短期内，具有中期逻辑的AI、半导体、机器人等新兴成长方向以及内需消费仍 是关注的重点。 军工板块延续强势 整体来看，今天市场处于普涨状态，超4000股上涨。但午后多个板块异动拉升，激活市场交易热度。截 至收盘，沪深两市全天成交额1.31万亿元，较上个交易日放量1164亿元。个股方面，东方财富 （300059）（3000 ...

沪指5月12日上涨0.82%，申万所属行业中，今日上涨的有27个，涨幅居前的行业为国防军工、电力设 备，涨幅分别为4.80%、2.69%。国防军工行业位居今日涨幅榜首位。跌幅居前的行业为农林牧渔、医 药生物，跌幅分别为0.49%、0.27%。 国防军工行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002338 | 奥普光电 | -2.23 | 18.33 | -14214.84 | | 600855 | 航天长峰 | 3.59 | 29.16 | -10065.63 | | 000576 | 甘化科工 | 2.65 | 20.58 | -6943.87 | | 600967 | 内蒙一机 | 1.54 | 5.60 | -5295.37 | | 600862 | 中航高科 | 3.46 | 3.21 | -5105.62 | | 002625 | 光启技术 | 0.23 | 2.03 | -4595.49 | | 002383 | 合众思壮 | -0.76 | 10.12 | - ...