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军工股,大爆发!
Mei Ri Jing Ji Xin Wen·2025-08-04 08:03

Market Overview - The A-share market experienced a slight rebound after a low opening, with the three major indices showing small gains. The total trading volume for the day was 1.52 trillion yuan, a decrease of 101.72 billion yuan compared to the previous trading day. By the close, the Shanghai Composite Index rose by 0.66%, the Shenzhen Component Index increased by 0.46%, and the ChiNext Index gained 0.5% [1]. Sector Performance - The military industry stocks surged again, with over 20 stocks, including North China Long Dragon, hitting the daily limit. Robotics concept stocks also showed strength, with Zhejiang Rongtai reaching the daily limit. Solid-state battery concept stocks were active, with Shanghai Xiba hitting a historical high [3]. - The leading sectors included military, precious metals, humanoid robots, and commercial aerospace, while the insurance, film, photovoltaic, and snack sectors saw declines [3]. Concept Index Performance - The military information sector rose by 5.18%, followed by industrial mother machines at 4.16%, and military-civilian integration at 3.93%. Other notable sectors included commercial aerospace and general aviation, which also showed positive growth [4]. Military Developments - Reports indicate that the Fujian aircraft carrier is nearing completion, focusing on optimizing the transition from ski-jump to catapult takeoff to enhance combat readiness [6]. - The era of unmanned combat has begun, with the military showcasing drone swarm and machine wolf pack collaborative operations. The air force revealed details about its unmanned combat capabilities, emphasizing ongoing training and operational readiness [6]. Global Military Spending Trends - Financial analysts note that escalating geopolitical conflicts are driving up global military expenditures, leading to an expanding military trade market. The enhancement of domestic substitution capabilities is expected to drive a revaluation of the military sector [6]. Stock Market Highlights - In the Hong Kong market, tech stocks generally performed well, with Huahong Semiconductor rising nearly 9% and SMIC increasing by 3.2%. Tencent Holdings gained 3.08%, while Alibaba saw a slight decline of 0.34% [8]. - International spot gold prices returned above $3,350, with gold stocks performing strongly. Shandong Gold surged nearly 11%, while Chifeng Jilong Gold and Zhaojin Mining also saw significant gains [8]. - In a notable development, InnoCare Pharma's stock price surged by 30.91% in the previous trading session and continued to rise by 30.73%, with a trading volume of 3.913 billion HKD and a market capitalization of approximately 67.348 billion HKD [8][10].