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7天6板、4天3板!A股军工板块大爆发!
Zheng Quan Shi Bao·2025-06-26 04:15

Market Overview - A-shares experienced slight fluctuations with major indices showing mixed results, while the number of rising stocks slightly outnumbered declining ones, and trading volume remained stable [2] - The Shanghai Composite Index rose by 0.11% to 3459.66, the Shenzhen Component Index increased by 0.26% to 10420.86, and the ChiNext Index gained 0.31% to 2134.99 [3] Defense Industry - The defense sector continued its strong upward trend, with the ground equipment index soaring over 7% today, following a nearly 9% increase yesterday, reaching an 8-year high, and accumulating a rise of over 32% since June and over 51% year-to-date [4] - Various sub-sectors such as military trade, military-civilian integration, commercial aerospace, and large aircraft also reached historical highs, with stocks like Wanlima hitting a 20% limit up for the third time in four days [6] - Analysts suggest that military equipment demand in the Middle East may continue to grow, with a potential restart of a new arms race as both Europe and the U.S. increase military investments [8] Solid-State Battery Technology - The solid-state battery sector saw significant gains, with the index rising for the fifth consecutive day, reaching a nearly three-year high, and stocks like Zhonglun New Materials hitting a 20% limit up shortly after market open [9] - QuantumScape, a U.S. listed company, announced a breakthrough in solid-state battery technology, significantly improving production speed and efficiency, which led to a surge in its stock price by over 30% [11][12] - Several A-share companies are advancing their solid-state battery projects, with HaiLiang Co. and Delong Co. establishing partnerships with major domestic automakers for technology integration and product development [12][13]