Group 1 - A-shares indices rose on June 25, with military stocks experiencing significant fluctuations and gains [1] - The Tianhong Aerospace ETF (159241) increased by 2.52%, with a trading volume exceeding 14 million yuan and a turnover rate of over 8.8%, indicating active trading [1] - Key component stocks such as Construction Industry and Northern Navigation hit the daily limit, while other stocks like Great Wall Military Industry and Aerospace Technology also saw substantial gains [1] Group 2 - The Tianhong Aerospace ETF closely tracks the Guozheng Aerospace Index, which has over 96% weight in the defense and military industry, making it the index with the highest military content in the market [1] - The index focuses on key areas in the aerospace equipment industry chain, including large aircraft manufacturing, low-altitude economy, and commercial aerospace, with 71% weight in aerospace and aviation equipment [1] - Major component stocks include leading fighter jet manufacturers such as AVIC Shenyang Aircraft Corporation and AVIC Chengdu Aircraft Corporation [1] Group 3 - CITIC Securities noted a rapid increase in global military spending, with the EU planning to mobilize approximately 800 billion euros from 2025 to 2030 for defense initiatives, particularly in missile defense, drones, and cybersecurity [1] - The military sector is expected to maintain a favorable demand outlook, supported by rising international tensions and the potential for continued expansion of China's military trade [1] Group 4 - Zheshang Securities predicts that the modernization of national defense equipment will accelerate, with growth expected in shipbuilding, aviation equipment, commercial aerospace, army equipment, and low-altitude economy sectors [2] - The military industry will be driven by a combination of internal and external factors, focusing on both military and civilian products, as well as domestic and foreign demand [2] - Investment opportunities in the military sector are anticipated to be promising in 2025, with an emphasis on new combat capabilities and new production capabilities in civilian products [2]

军工装备板块震荡走高，北方导航（600435）触及涨停，菲利华（300395）涨超8%，长城军工 （601606）涨超5%，内蒙一机（600967）、建设工业（002265）跟涨。 ...

融资融券数据显示，该股最新（6月23日）两融余额为2.46亿元，其中，融资余额为2.43亿元，融券余额 为301.79万元。近5日融资余额合计增加2302.79万元，增幅为10.45%。融券余额合计增加100.94万元， 增幅50.25%。 4月26日公司发布的一季报数据显示，一季度公司共实现营业收入1.48亿元，同比增长5.09%，实现净利 润-5425.34万元。（数据宝） 长城军工(601606)今日上涨0.45%，全天换手率22.82%，成交额33.12亿元，振幅19.42%。龙虎榜数据显 示，沪股通净买入3720.80万元，营业部席位合计净买入1.13亿元。 上交所公开信息显示，当日该股因日振幅值达19.42%上榜，沪股通净买入3720.80万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.92亿元，其中，买入成交额为3.21亿 元，卖出成交额为1.71亿元，合计净买入1.51亿元。 具体来看，今日上榜的营业部中，沪股通为第二大买入营业部及第一大卖出营业部，买入金额为 8627.94万元，卖出金额为4907.14万元，合计净买入3720.80万元。 资金流向方面，今日该股主力资金净 ...

Group 1 - The A-share market saw a collective rise in the three major indices on June 24, with the aerospace ETF (159227) showing strong performance, increasing by 0.2% and achieving a transaction volume of 23.31 million yuan, leading its category in both trading volume and scale [1] - The military construction plan for the "14th Five-Year Plan" is entering a critical phase for capability integration and delivery, with order demand expected to accelerate as 2025 approaches [1] - The aerospace sector is becoming increasingly important in modern warfare, with high technical barriers and significant value contribution within the military industrial chain [1] Group 2 - The aerospace ETF (159227) tracks the Guozheng Aerospace Index, focusing on the aerospace sector within the military industry, and includes leading stocks in combat aircraft [2] - The Guozheng Aerospace Index has a higher concentration in the aerospace sector, with military industry representation at 99.2%, and aerospace equipment accounting for 73% of the index, significantly higher than other indices [2]

Group 1 - Shandong Molong, Zhun Oil Co., and Maohua Shihua all experienced a limit down in their stock prices during the bidding session, indicating significant selling pressure in the oil and gas sector [1][2] - Nord Co. and Xiangtan Electric achieved a high opening, with Xiangtan Electric rising by 9.91%, while Nord Co. opened lower by 2.65% [1][2] - The military industry stock Changcheng Military Industry opened lower by 4.55%, reflecting a negative sentiment in that sector [1][2] Group 2 - The chip industry chain stock Xingye Co. reached a limit up, indicating strong buying interest, while Jianye Co. also saw a limit up, suggesting positive market sentiment [1][2] - PCB sector stock Yihua New Materials opened lower by 0.85%, indicating a slight decline in investor confidence [1][2] - Stablecoin concept stock Annie Co. opened higher by 2.62%, showing resilience in the market [1][2]

昨日A股 6月23日，市场全天震荡反弹，沪指领涨。截至收盘，沪指涨0.65%，深成指涨0.43%，创业板指涨 0.39%。沪深两市全天成交额1.12万亿，较上个交易日放量549亿。 盘面上，市场热点快速轮动，个股涨多跌少，全市场超4400只个股上涨。从板块来看，稳定币概念股再 度大涨，优博讯等涨停。港口航运股维持强势，宁波海运等涨停。固态电池概念股震荡走高，金龙羽等 涨停。板块方面，跨境支付、港口航运、军事工业信息化、油气等板块涨幅居前，白酒等少数板块下 跌。 | 名称 | 最新点位 | 、 涨跌幅 | | --- | --- | --- | | 上证指数 | 3381.58 | +21.68(0.65%) | | 深证指数 | 10048.39 | +43.36(0.43%) | | 创业板指 | 2017.63 | +7.74(0.39%) | | | 日期:6月23日 制图:21投资通 | | 隔夜外盘 纽约股市三大股指6月23日上涨。截至当天收盘，道琼斯工业平均指数比前一交易日上涨374.96点，收 于42581.78点，涨幅为0.89%；标准普尔500种股票指数上涨57.33点，收于6025.17点 ...

Company Insights - Tesla's stock surged over 8%, marking its largest single-day increase since April 28, as the company launched approximately 10 autonomous taxis in Austin, Texas, charging a flat fare of $4.2 per ride [2] - JinkoSolar's high-efficiency N-type monocrystalline silicon cells and N-type TOPCon high-efficiency photovoltaic modules received third-party certification, indicating advancements in solar technology [14] Industry Insights - The Chinese government, through nine departments, issued a plan for the high-quality development of the gold industry, aiming for a 5%-10% increase in gold resource volume and over 5% growth in gold and silver production by 2027 [3] - The solar power sector experienced a record-breaking installation of over 90 GW in May, representing a staggering 388% increase compared to the same month last year, with a total of 197.85 GW added from January to May 2025, reflecting a nearly 150% year-on-year growth [4] - The cobalt market is expected to see a new price surge due to the Democratic Republic of the Congo extending its cobalt export ban by three months, with domestic cobalt prices projected to exceed 250,000 yuan per ton [10] - The automotive industry is focusing on smart and connected vehicles, with a target for L2 and above level intelligent connected cars to account for over 90% of new vehicles by 2027, indicating significant growth potential in related sectors [11] - The GLP-1 weight loss drug market in China is projected to exceed 15 billion yuan by 2025, driven by an expanding obese population, policy support, and technological advancements [12]

2025.06. 23 6月23日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 长安汽车：控股股东名称变更为辰致汽车科技集团有限公司 长安汽车公告称，公司接到控股股东中国长安汽车集团有限公司通知，其名称由"中国长安汽车集团 有限公司"变更为"辰致汽车科技集团有限公司"，并已完成工商变更登记手续。此次工商变更不涉及 股东持股数量及比例变动，对公司治理及生产经营无影响，亦不会导致公司控股股东及实际控制人发 生变化。 兴业证券：选举苏军良为董事长 兴业证券公告称，公司第六届董事会第三十二次会议于2025年6月23日召开，会议选举苏军良担任 公司第六届董事会董事长，任期至新一届董事会选举产生之日止。同时，苏军良还被选举为公司第六 届董事会战略与ESG委员会委员及召集人、风险控制委员会委员及召集人、薪酬与考核委员会委 员。 嘉澳环保：涉嫌信息披露违法违规 收到证监会立案告知书 嘉澳环保公告称，公司于近日收到中国证监会的《立案告知书》，公司涉嫌信息披露违法违规，证监 会决定对公司立案。目前公司日常经营秩序正常，各项业务活动有序开展。前期，公司于2024年8月 16日 ...

Core Viewpoint - The defense and military industry experienced a strong rebound on June 23, 2025, with the sector closing as the second highest in gains among all industries, only behind the computer sector [1][3]. Group 1: Market Performance - The defense military ETF (512810) saw a daily increase of 1.5%, closing at 0.608 yuan, with a trading volume of 54.1 million yuan and a turnover rate of 8.73%, leading among six similar ETFs [1][2]. - The trading threshold for the defense military ETF was significantly reduced from approximately 120 yuan to around 60 yuan due to a recent share split, enhancing trading accessibility [1][2]. Group 2: Sector Dynamics - A total of 73 out of 80 leading stocks covered by the defense military ETF rose in value, with notable performances from Changcheng Military Industry, Aerospace Development, and others [2][4]. - Recent geopolitical tensions, including U.S. airstrikes in Iran and escalating conflicts in the Middle East, are expected to reignite a new arms race, positively impacting the defense sector [4][5]. - The 55th Paris Air Show highlighted advanced military aircraft, which are anticipated to bolster China's military trade on a global scale [4][5]. Group 3: Investment Opportunities - The defense military ETF (512810) passively tracks the CSI Military Index, covering various sectors such as military AI, commercial aerospace, and traditional military equipment [5]. - The ETF is currently a target for margin trading and is accessible for northbound capital, indicating strong investment interest [5].

证券代码：601606 证券简称：长城军工 公告编号：2025-026 安徽长城军工股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 安徽长城军工股份有限公司（以下简称"长城军工"或"公司"）股票连续3 个交易日（2025年6月19日、2025年6月20日、2025年6月23日）收盘价格涨幅偏离值 累计超过20%，根据《上海证券交易所交易规则》有关规定，属于股票交易异常波动情 况。 ● 经公司自查并向控股股东及实际控制人核实，不存在应披露而未披露的重大事 项。公司特别提醒广大投资者，注意二级市场交易风险。 一、股票交易异常波动的具体情况 公司A股股票价格于2025年6月19日、2025年6月20日、2025年6月23日连续3个交 易日内日均收盘价格涨幅偏离值累计超过20%，根据《上海证券交易所股票交易规则》 的有关规定，属于股票交易异常波动。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，目前生产经营活动正常，日常经营情况未发生重大变化，不存在 影响公司股票 ...