Market Overview - A-shares experienced slight fluctuations in early trading, with the Shanghai Composite Index, Sci-Tech Innovation 50, and Shanghai 50 showing minor gains, while the Shenzhen Component, North 50, and ChiNext Index saw slight adjustments. Trading volume continued to decline [1] Defense and Military Industry - Defense and military concept stocks surged collectively, with the ground equipment sector index rising over 5% and the aerospace equipment sector index increasing by more than 4%. Indices related to military information technology and military-civilian integration reached historical highs [2][3] - Notable stocks such as Aileda, Lijun Co., Guojijinggong, Changcheng Military Industry, and Aerospace Electronics saw significant gains, with Aileda hitting a 20% limit up [3] Geopolitical Events - Ongoing geopolitical tensions were highlighted by Russia's military actions against Ukraine, including significant strikes on military targets and infrastructure. This situation has contributed to the rising interest in defense stocks [3] - Additionally, the Houthi forces in Yemen announced drone strikes against Israeli military targets in response to recent events at the Al-Aqsa Mosque, further escalating regional tensions [4] Precious Metals Market - The precious metals sector opened strongly, with indices rising over 4% and all stocks in the sector showing gains. Notable performers included Chifeng Jilong Gold Mining, Shandong Gold, and Western Gold [5] - The U.S. labor market data released showed a significant drop in job creation, leading to a decline in U.S. Treasury yields and a sharp drop in the U.S. dollar index, which in turn boosted gold prices. Spot gold prices surged by 2.22%, marking the largest increase in two months [5] - The World Gold Council reported that global gold demand reached a record high in Q2 2023, with total demand increasing by 3% year-on-year to 1249 tons and a 45% increase in value to $132 billion [6] - Central banks globally purchased a net 166 tons of gold in Q2, remaining at historically high levels, with 95% of surveyed central banks expecting to continue increasing their gold holdings in the next 12 months [7]
300696突然直线20%封板，A股军工板块涨停潮