GreatWall Military(SH:601606) Zhong Guo Ji Jin Bao·2025-08-05 05:39Market Overview - A-shares recovered above 3600 points, with the Shanghai Composite Index rising by 0.53% to 3602.13 points, while the Shenzhen Component increased by 0.14% and the ChiNext Index fell by 0.26% [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan, reaching 10057 billion yuan, an increase of 849 billion yuan compared to the previous trading day [1] - A total of 3318 stocks rose, with 47 hitting the daily limit, while 1897 stocks declined [1] Military Industry - The military sector saw significant activity, with several stocks hitting the daily limit, including Aerospace Intelligent Equipment and Great Wall Military Industry [4][6] - Great Wall Military Industry reported a cumulative increase of 181.58% since June 18, 2025, significantly outperforming the industry and the Shanghai Composite Index [6] - The global military expenditure is expected to continue growing, providing strong support for the military market, with China's military manufacturing competitive advantage being underestimated [6][8] Gaming Sector - The gaming sector has experienced a three-day consecutive rise, driven by the implementation of AI technology and the summer season [8] - Notable stocks in the gaming sector include Perfect World, which rose by over 4%, and others like Kying Network and Giant Network also saw significant increases [10][9] PEEK Materials - The PEEK materials sector showed strong performance, with Huami New Materials on the Beijing Stock Exchange rising over 20% [11] - Other companies in the sector, such as Xinhan New Materials and Zhongxin Fluorine Materials, also reached their daily limit [11] Steel Industry - The steel sector continued to strengthen, with Maanshan Steel hitting the daily limit and other companies like Baotou Steel and Fangda Special Steel also showing gains [13] - Notable stock performances include Gonggang Co., which rose by 10.09%, and Fangda Special Steel, which increased by 3.42% [14] Pharmaceutical Sector - The innovative drug sector experienced a pullback after a previous surge, with traditional Chinese medicine stocks showing significant declines [15] - High-profile stocks like Anglikang approached their daily limit down, with others like Nanjing New Pharmaceutical and Huason Pharmaceutical dropping over 6% [15]