直线拉升20%涨停！A股这一赛道，集体爆发

Core Insights - The defense and military industry stocks surged in early trading, with Guorui Technology hitting a 20% limit up, and humanoid robot concepts also showing strong gains [1][3][9] - The A-share market experienced fluctuations around the previous closing levels, with major indices like the Shanghai Composite Index and Shenzhen Component Index showing mixed performance [1][2] - The defense and military index has risen by 22.85% year-to-date, ranking second among 31 primary industries [8] Defense and Military Sector - The defense and military stocks continued to lead the market, with six out of the top ten performing industry indices related to military affairs, and naval equipment stocks seeing a surge of over 7% [3][5] - All stocks within the military sector experienced gains, with notable increases from China Shipbuilding, China Heavy Industry, and Zhongke Haixun [3] - Various sub-sectors such as military trade, military-civilian integration, and military information technology reached historical highs, with drone and satellite navigation indices also achieving significant milestones [5] Humanoid Robot Sector - The humanoid robot concept saw a strong rally, with the index increasing nearly 2% and reaching a historical high, while stocks like Haosen Intelligent and Huami New Materials hit their daily limit [9][11] - The upcoming "2025 World Robot Conference" will showcase over 1,500 exhibits from more than 200 domestic and international robot companies, highlighting innovation and application scenarios in robotics [11] - The "World Humanoid Robot Games" scheduled for August 14-17 will feature 26 events, focusing on the latest achievements in humanoid robotics [12]