Group 1 - The military-civilian integration sector has seen a significant rise, with the sector increasing by over 3% as of June 30, and several stocks, including Lijun Co., Guorui Technology, and Zhongguang Optical, reaching their daily limit [1] - Military-civilian integration refers to the combination of military and civilian industries, leveraging advanced technologies developed in military contexts for civilian applications, such as aerospace technology in communications and navigation, and nuclear technology in power generation and healthcare [1] - The economic impact of military enterprises includes substantial investments in research and development, which, when converted to dual-use technologies, can expand market space, increase product sales, and enhance economic benefits [1] Group 2 - Pacific Securities expresses a positive outlook on the military-civilian integration sector, highlighting strong dual-use potential in areas such as marine, space, cyberspace, biology, and new energy, which may benefit from policy incentives [2] - Zhongyou Securities indicates that the military industry is expected to reach a turning point, with new products and military technology conversion creating new market opportunities [2] - A list of military-civilian integration concept stocks has been compiled for investor reference, although it does not constitute investment advice [2] Group 3 - Zhongbing Hongjian has transitioned from a purely civilian company to a military-civilian integration platform following its restructuring [3] - Great Wall Military Industry operates as a holding company with both military and civilian business segments, primarily focusing on military products [3] - Boya Precision Engineering applies core technologies developed for military equipment to the civilian sector, enhancing product standards [3] - Beihua Co. acquired Xinhua Chemical, a unique military-civilian integration enterprise specializing in nuclear and chemical defense materials [3] - Sichuan Electronics produces radar products for both military and civilian applications, maintaining strong relationships with various governmental departments [3] - Inner Mongolia First Machinery Group develops military-civilian integration products such as multifunctional firefighting vehicles and rescue vehicles [3] - Aerospace Nanhu focuses on key technology development for both military and civilian low-altitude markets, contributing to low-altitude economic initiatives [3] - Xinyu Guoke has been engaged in the research, production, and sales of pyrotechnics and related products, while also developing dual-use technology industries [4]

Overall Market Performance - The market experienced a rebound throughout the day, with the ChiNext Index leading the gains. Over 4,000 stocks in the Shanghai, Shenzhen, and Beijing markets saw price increases, with total trading volume exceeding 1.51 trillion. The Shanghai Composite Index rose by 0.59%, with a year-to-date increase of 2.76%. The Shenzhen Component Index increased by 0.83%, while the ChiNext Index gained 1.35%. The North Star 50 Index saw a nearly 40% increase in the first half of the year [1]. Industry Sectors - The military industry sector saw a significant surge, with over 20 stocks including Great Wall Military Industry, Hunan Tianyan, and North Navigation hitting the daily limit. The brain-computer interface concept also gained traction, with stocks like Xiangyu Medical, Innovation Medical, and Rongtai Health reaching the daily limit. The semiconductor industry chain experienced upward movement, with stocks such as Haoshanghao, Chengbang Co., and Yueling Co. also hitting the daily limit [1]. Popular Concepts - The stablecoin concept continued to rise sharply, with stocks like Hopu Co., Xiexin Energy, and Dongxin Peace reaching the daily limit [1].

航空航天ETF天弘（159241）紧密跟踪国证航天航空行业指数，高度聚焦战机和卫星产业链等航空航天 核心发展方向，与低空经济、大飞机、卫星互联网等热门主题高度契合，成分股深度参与商业航天等新 兴领域，受益于政策与市场的双重推动。 亮点一："含军工量"第一 跟踪指数96.24%的成分股属于申万一级国防军工行业，"含军量"远超军工龙头（90.91%）、中证国防 （88.95%）、中证军工（80.10%）等军工宽基指数。 6月30日，军工板块大爆发，掀起涨停潮，"含军工量"第一的航空航天ETF天弘（159241）盘中大涨超 5%，成交额超6000万元。持仓股国科军工涨超11%，中兵红箭（000519）、长城军工（601606）、国 睿科技（600562）等股涨停，航天彩虹（002389）、内蒙一机（600967）涨超8%，航天电子 （600879）、北方导航（600435）、中无人机、中航成飞（302132）等股跟涨。 消息面上，行业催化事件密集落地，市场情绪迎来明显回暖：国内 9 月 3 日抗战胜利 80 周年阅兵将展 示无人智能、高超声速等新型装备，市场对军工技术迭代与列装进程关注度飙升；国际地缘局势虽现缓 和 ...

Group 1 - Military concept stocks are experiencing a strong performance, with the Aerospace ETF Tianhong (159241) rising by 4.5%, marking the highest increase in the military sector, achieving six consecutive days of gains [1] - The upcoming military parade on September 3 will showcase all domestically produced active main battle equipment, including new-generation traditional weapons and advanced combat forces such as unmanned systems and hypersonic technology [1] - The 55th Paris Air Show featured over 70 Chinese exhibitors showcasing their star products, highlighting the development level and achievements of China's aerospace industry, receiving high praise from experts [1] Group 2 - The military industry is showing significant signs of bottoming out, with demand gradually improving since the beginning of the year, and performance expected to recover quarter by quarter as orders are fulfilled [2] - The Aerospace ETF Tianhong (159241) focuses on aerospace equipment, domestic large aircraft, and low-altitude economy stocks, representing a higher purity and investment value in the military sector compared to other military indices [2] - The military trade and military technology transformation are anticipated to create new market opportunities by 2025, with a focus on seizing "air supremacy" as a key investment direction [1]

A股军工板块午后持续走高，内蒙一机、北化股份涨停，此前长城军工走出9天7板，博亚精工、恒宇信 通、晨曦航空、中兵红箭等十余股涨停，晶品特装、北方长龙、观想科技、航天南湖均涨超10%。 ...

Group 1 - Military stocks continue to rise, with significant gains in sectors such as ground equipment, military electronics, and aerospace [1][2] - As of the end of June, stocks like Boya Precision, Hengyu Xintong, and others have hit the daily limit up [1] - Longcheng Military has seen a total market value of 21.039 billion, with a cumulative increase of over 115% since June 17 [3] Group 2 - There has been a substantial inflow of capital into the defense and military sector, with net purchases exceeding 9.2 billion [5] - The defense and military sector index has risen by 4.04% [6] - The ground equipment concept has seen a cumulative increase of over 45% since the beginning of the month [12] Group 3 - Internal and external factors are driving the military stock surge, including the upcoming "9.3 Military Parade" and the conclusion of the 14th Five-Year Plan [7] - The military parade will showcase domestically produced main battle equipment and new combat forces, enhancing market confidence [7] - Analysts expect AI and military sectors to be key areas for structural opportunities in the third quarter, driven by geopolitical changes and increased global military trade demand [13][14] Group 4 - The military industry has faced challenges in 2023 due to personnel adjustments and delayed orders, but these factors are now stabilizing [15][16] - The 14th Five-Year Plan is entering its final year, with downstream demand showing signs of recovery [16] - Long-term goals for military modernization by 2035 and building a world-class military by 2050 provide clear guidance for industry development [17][18]

军工板块，掀起涨停潮！ 今日早盘，军工概念股集体大涨，截至中午收盘，国防军工板块整体涨幅超过4%，军贸概念指数更是大涨近 6%，军工信息化指数涨幅也接近5%。成飞集成、中兵红箭、长城军工、际华集团等近20只军工概念股涨停或 涨超10%。 从消息面来看，俄乌战场形势出现升级，俄军日前对乌克兰发动大规模打击。中东局势也非常不稳定，以色列 国防部长卡茨称将定期对伊朗采取行动，美国总统特朗普也威胁称不排除"再次轰炸伊朗"。另外，北约宣布 2035年前将成员国军费开支提至国内生产总值5%。 有券商指出，军工行业依然处于景气大周期，有望实现基本面和行业估值双击。其中，军贸是军工企业打开业 绩天花板的重要发展方向，在俄乌冲突等地缘政治变化影响下，全球军贸供需格局将发生变化。 军工概念股大涨 6月30日，军工概念股再度爆发，截至中午收盘，中光防雷、恒宇信通、博亚精工、晨曦航空、成飞集成、际 华集团、中兵红箭、长城军工、中光学、国睿科技等近20只相关概念股涨停或涨超10%。 自上周以来，A股军工概念股持续上行。有分析人士指出，"9·3阅兵"是此轮军工股行情的主要推动因素之一。 据央视新闻报道，6月24日，国务院新闻办公室举行新 ...

今日早盘，A股小幅震荡上扬，科创50涨逾1%，再度冲击1000点大关，中证500、中证1000均创近3个 月来新高。上涨个股远多于下跌个股，成交略有萎缩的趋势。 泰伯智库发布的《2025年火箭发射服务市场全景深度研究报告》显示，2025年—2030年间，我国卫星发 射需求预计将超过7000颗。 中航证券指出，2025年，伴随多款商业火箭新型号首飞，巨型卫星互联网星座建设有望提速，相关商业 航天板块的上市公司的关注度有望提升，特别是卫星制造板块有望迎来基本面改善叠加估值提升的"戴 维斯双击"。 光刻机概念创历史新高 盘面上，国防军工、光刻机、游戏、人脑工程等板块涨幅居前，镍金属、银行、油气开采、证券等板块 小幅调整。 商业航天迎爆发 国防军工概念股早间继续走强，商业航天领域表现活跃，板块指数单边上扬，放量涨逾2%，创历史新 高。晨曦航空（300581）、博亚精工（300971）均快速20%涨停，国瑞科技（300600）、再升科技 （603601）、能科科技（603859）等逾10股涨停或涨超10%。 地面兵装板块指数再度飙升逾8%，创8年多来新高，军贸概念、军民融合、大飞机、核污染防治等多个 细分板块亦再创历史 ...

截至午间收盘，沪指报3431.18点，涨幅0.20%，成交3468亿元；深证成指报10434.48点，涨幅0.54%， 成交5675亿元；创业板指报2144.06点，涨幅0.93%，成交2810亿元。 广发证券：近期煤价稳中有升，双焦商品市场远期价格表现强势。动力煤方面，后期，各环节库存6月 以来持续回落，7月以后预计季节性需求将继续增加，加上供应端难有增长，预计煤价有望延续回升。 焦煤方面，本周国内产地焦煤现货价格局部小幅回升，商品市场焦煤远期价格表现强势，主要受主产地 减产+下游补库积极性回升影响较大。近期煤炭市场企稳回升，后期受益于季节性需求提升，产量增长 放缓及进口煤预期下降，预计煤价有望延续向好。 A股三大指数6月30日早盘震荡反弹，创业板指领涨。盘面上，游戏股集体走强，恺英网络、巨人网络 涨停；军工板块延续强势，长城军工等近20股涨停；半导体产业链拉升，好上好、诚邦股份等涨停。下 跌方面，银行股持续调整，青岛银行等跌超2%。 热点板块 盘面上，游戏、军工装备、光伏设备、脑机接口、光刻机、太赫兹等板块和概念股涨幅居前；银行、证 券、煤炭开采加工、乳业、盐湖提锂、水泥等板块和概念股跌幅居前。 机构观点 ...

（原标题：刚刚，直线拉升！20cm涨停） 【导读】航天军工股表现活跃，大金融股集体走弱 中国基金报记者 李智 新的一周开始了，一起来看下最新的市场情况及资讯。 6月30日早间，A股市场震荡拉升。截至发稿，沪指涨0.16%，深成指涨0.50%，创业板指涨0.76%。 板块方面，航天军工股表现活跃，半导体、软件、工业机械等板块涨幅居前，银行、券商、保险等大金融股早盘集体走弱。 港股方面，三大指数涨跌不一，中芯国际、华虹半导体、腾讯音乐等涨超2%。 军工股表现活跃 军工股早盘表现活跃，恒宇信通、晨曦航空实现20cm涨停，长城军工直线拉涨停，国睿科技、航天南湖、内蒙一机等跟涨。 国金证券指出，当前全球处于百年未有之大变局，中国武器装备在印巴空战中大放异彩，实战胜果有望推动中械装备在军贸市场份额提升。 大金融股集体走弱 银行、券商、保险等大金融股早盘集体走弱，国盛金控跌超5%，湘财股份、天风证券、国海证券均跌超2%。 此外，爱建集团、建元信托、苏农银行、瑞丰银行等均跌超2%。 校对：王玥 制作：舰长 审核：许闻 版权声明 《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载，否则将追究法律责任。 授权转载 ...