GreatWall Military(SH:601606) Xuan Gu Bao·2025-06-30 10:31Market Overview - On the last trading day of the first half, the indices showed slight fluctuations and strengthened throughout the day, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing up by 0.59%, 0.83%, and 1.35% respectively [3] - Over 4,000 stocks rose while more than 1,100 stocks fell [3] Military Industry - The military sector experienced a significant rally, led by Changcheng Military, which achieved a 9-day streak with 7 limit-ups, accumulating a rise of over 110% [6] - Other stocks in the military sector, such as Feiya and Zhongguang Defense, also saw consecutive limit-ups, contributing to a strong overall performance [6][7] - The military mixed reform, military informatization, and nuclear pollution prevention sectors rose by 4.34%, 3.12%, 2.81%, and 2.36% respectively [7] IP Economy - The IP economy sector showed localized strength, with stocks like Kayi Network, Guobo Shares, and Jibite reaching limit-ups [12] - The overall IP economy sector rose by 2.2%, although it was noted that the strength was largely driven by other sectors rather than a cohesive movement within the IP economy itself [12][13] - The recent launch of Tencent's animation "The Secret Master" contributed to the rise of related stocks, including Guobo Shares and others [14] Game Sector - The gaming sector also performed well, with stocks such as Kayi Network, Jibite, and Giant Network hitting limit-ups, while Xunyou Technology rose over 10% [3][12] Other Notable Stocks - Guangzhi Technology announced the termination of its acquisition of 100% of Xian Dao Electric, leading to a 20% limit-down opening, ultimately closing down by 6.6% [23] - Wanli Stone faced a one-word limit-down throughout the day, with no clear reason identified for the decline [26]