长城军工（601606）公告，预计2025年半年度实现归属于上市公司股东的净利润为-2500万元到-2950万 元，归属于上市公司股东的扣除非经常性损益的净利润为-3500万元到-4100万元，预计将出现亏损。报 告期内，公司业绩预计亏损主要原因：一是公司所属某子公司本年度部分产品订单尚未落实，其营收及 利润同比下降较大；二是公司持续加大研发投入，研发费用同比增长约19%。 ...

东方证券表示，6月下旬军工板块止跌企稳，多数细分方向处于低位，伴随积极的变化逐步出现，板块 配置价值凸显。"十四五"收官之年景气度持续恢复，军贸有望成为第二增长极。 （文章来源：每日经济新闻） 7月10日午后，A股三大指数集体上涨，军工板块触底反弹，截至14点27分，航空航天ETF（159227）跌 幅收窄至0.73%，成交额达8990万元，居同类第一。持仓股航宇科技、迈信林、中国海防上涨，长城军 工、中兵红箭、北方导航、国睿科技等股跌幅靠前。航空航天ETF连续10日获资金净流入，累计达2.43 亿元，最新规模4.99亿元，稳居同类ETF规模榜首。 消息面上，7月9日下午，中国航天员科研训练中心在北京航天城举行神舟十九号乘组与记者见面会，航 天员蔡旭哲、宋令东、王浩泽太空归来后首次公开亮相，并分享183天"太空出差"的经历与感悟。乘组 在轨期间参与实施了88个实（试）验项目，覆盖空间生命科学、微重力基础物理、航天医学等领域，成 功制备10余种102个试验样品。此次亮相不仅展现了我国载人航天工程的成果，也从侧面反映出我国航 天产业链各环节的协同发展与技术实力。 航空航天ETF（159227）紧密跟踪国证航天指数 ...

Group 1 - The defense and military industry sector is experiencing adjustments, with the defense military ETF (512810) showing fluctuations, including a drop of over 1% before narrowing its losses [1] - The ETF has seen significant inflows, with over 1.68 billion yuan invested in the past 10 days, indicating strong bullish sentiment despite recent declines [1] - Among the 80 constituent stocks of the ETF, most have declined, with notable drops including Changcheng Military Industry down nearly 7% and Guorui Technology down over 3% [1] Group 2 - Analysts suggest that the upcoming mid-year report season may bring uncertainty regarding the performance of previously high-profile stocks, leading to potential short-term differentiation [3] - Huafu Securities maintains a bullish outlook on the sector, while Zhonghang Securities believes the defense military industry is in a state with ample upward potential and limited downside risk [3] - Zhejiang Merchants Securities highlights three main investment themes for the defense military sector by 2025: military trade, new domains and qualities, and restructuring [3] Group 3 - The defense military ETF (512810) has undergone a share split, reducing the trading threshold from approximately 120 yuan to around 60 yuan, making it more accessible for investors [4]

Market Overview - The Shanghai Composite Index has risen by 0.36% to surpass 3500, indicating a stable position despite the modest increase [1] - The Shenzhen Component Index increased by only 0.02%, while the ChiNext Index fell by 0.3%, and the North Star 50 Index dropped by 1.03%, showing a divergence in market performance [1][3] Market Dynamics - Despite the overall index being positive, over 3100 stocks in the market have declined, highlighting a "index-driven market" where funds are concentrated in a few sectors [3] - The total trading volume decreased to 934.4 billion, down by 34.7 billion from the previous day, suggesting a cautious approach from investors [3] Sector Performance - Key sectors showing strength include organic silicon, diversified finance, and rare earth permanent magnets, with companies like Hongbo New Materials and Chenguang New Materials hitting the daily limit [3] - The organic silicon sector is benefiting from a recovery in downstream demand, particularly in solar energy and electric vehicles [3] - The rare earth permanent magnet sector is supported by the recovery of manufacturing and demand from new energy motors and wind power equipment [3] Banking Sector - Major banks, including the four largest state-owned banks, have reached new highs, indicating a shift of funds towards stable investments [3] - The current market interest rates are not high, making the dividend yields of these banks attractive to risk-averse investors [3] - Recent macroeconomic data shows stability in credit and social financing, supporting the banks' fundamentals [3] Innovation in Pharmaceuticals - The innovative drug sector is active, with companies like Warner Pharmaceuticals reaching historical highs, driven by strong earnings and new drug developments [4] - Continuous policy support for innovative drugs has encouraged investment in this sector [4] Underperforming Sectors - Sectors such as PCB, military equipment, gaming, and storage chips have seen significant declines, with PCB companies like Zhongjing Electronics nearing their daily limit down [4] - The military equipment sector is experiencing downward pressure due to adjustments in short-term order expectations [4] Investment Strategy - The current market environment reflects a common trend of differentiation, where funds are gravitating towards sectors with solid performance and reasonable valuations, such as banks and rare earths [5] - Investors are advised to focus on the fundamentals of their holdings rather than daily fluctuations, as stable growth opportunities exist in sectors like banking [5]

New Stock Listings - Yitang Co., Ltd. (688729) listed at an issue price of 8.45 on July 8, 2025[1] - Jichuan Pharmaceutical (600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (603389) has a tender offer period from June 10 to July 9, 2025[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 8 trading days remaining until the last trading day[1] - Hengli Tui (000622) has 5 trading days remaining until the last trading day[1] - Tui Shi Jiu You (600462) has 4 trading days remaining until the last trading day[1] Market Volatility - North China Long Dragon (301357) reported severe abnormal fluctuations[1] - Multiple stocks including ST Zhengping (603843) and Hunan Tianyan (600698) have reported abnormal fluctuations[3]

| 新股发行及今日交易提示 | 2025/7/7 | 星期一 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/7/7 | 新股发行 | | | | | | | | | 证券代码 | 证券简称 | 发行价格 | | | | | | | | 730930 | 华电新能 | 3.18 | 2025/7/7 | 内地市场权益提示 | | | | | | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=600566&announcementId=122408 | 600566 | 济川药业 | 要约申报期：2025年6月18日至2025年7月17日 | | 3581&orgId=gssh0600566&announcementTime=2025 | -07-05 | 要约收购 | http://www.cninfo.com.cn/new/disclosure/detail?sto ...

Group 1 - The A-share market experienced a decline across all major indices, with the Shanghai Composite Index down 0.09%, the Shenzhen Component Index down 0.53%, and the ChiNext Index down 1.01% as of July 7, 2025 [1] - The Aerospace ETF (159227.SZ) saw an increase of 0.37%, with a latest price of 1.098 yuan and a trading volume of 0.28 billion yuan, resulting in a turnover rate of 6.99% [1] - The fund has recorded net inflows for seven consecutive trading days, with a maximum single-day net inflow of 37.52 million yuan, totaling 175 million yuan in net inflows, averaging 24.99 million yuan per day [1] Group 2 - The Aerospace ETF (159227) tracks the National Aerospace Index, which has a strong military attribute, with 98.2% of the index comprising military-related sectors, making it the highest military content index in the market [2] - The index has a significant focus on aerospace equipment, with a weight of 66.5%, surpassing both the CSI Military and CSI National Defense indices [2] - This ETF provides investors with an efficient way to capture core military aerospace opportunities [2]

Core Viewpoint - The aerospace and defense sector is experiencing significant market activity, with notable stock performance and increased liquidity in related ETFs, driven by strong expectations for military-related developments in the near future [1][2]. Group 1: Market Performance - As of July 4, 2025, the CN5082 aerospace and defense industry index shows mixed performance among its constituent stocks, with AVIC Shenyang Aircraft (600760) leading with a 2.54% increase [1]. - The Aerospace and Defense ETF (159227) has an active trading environment, with a turnover rate of 20.04% and a transaction volume of 79.01 million yuan [1]. - Over the past week, the Aerospace and Defense ETF has averaged daily transactions of 80.54 million yuan, ranking it first among comparable funds [1]. Group 2: Fund Flows - The Aerospace and Defense ETF has seen continuous net inflows over the past six days, with a peak single-day net inflow of 37.52 million yuan, totaling 139 million yuan in net inflows [1]. - The defense and military sector index ranked 4th among 31 industries in terms of performance for the first half of 2025, with a record high trading volume [2]. Group 3: Sector Insights - More than 10% of military-listed companies reached historical highs in stock prices during the first half of 2025, driven by strong market expectations [2]. - The Aerospace and Defense ETF tracks the CN5082 index, with a high concentration of 98.2% in the defense and military sector, making it the most "pure" military ETF in the market [2]. - The top ten weighted stocks in the CN5082 index account for 49.42% of the total index, indicating a concentrated investment in key players within the aerospace and defense sector [3].

主力资金监控：沃尔核材净买入超9亿 | 排名 | 股票名称 | 主力资金净流出(亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 1 | 好上好 | -3.83 | -21.69 | | 2 | 东方财富 | -3.44 | -10.75 | | 3 | 中京电子 | -2.50 | -9.98 | | র্ম | 国脉科技 | -2.31 | -12.69 | | 5 | 比亚迪 | -2.21 | -15.38 | | 6 | 长城军工 | -2.11 | -13.59 | | 7 | 山子高科 | -2.03 | -30.62 | | 8 | 盈方微 | -1.99 | -17.46 | | g | 博敏电子 | -1.93 | -11.83 | | 10 | 国轩高科 | -1.91 | -14.04 | 星矿主力资金监控：早盘买入前十榜（截止时间： 10 时 50 分) 智通财经7月4日电，智通财经星矿数据显示，今日早盘主力资金净流入银行、公用事业、计算机等板块，净流出电子、有色金属、 国防军工等板块，其中电子板块净流出超37亿元。个股方面，沃尔核材涨停 ...

Group 1 - The military equipment restructuring concept declined by 1.49%, ranking among the top declines in the concept sector, with companies like Zhongguangxue, Huachuang Technology, and Hunan Tianyan experiencing significant drops [1][2] - Among the stocks in the military equipment restructuring concept, only two stocks saw price increases, with Changcheng Military Industry and Changan Automobile rising by 3.04% and 0.08% respectively [1][2] - The military equipment restructuring concept experienced a net outflow of 554 million yuan from main funds today, with six stocks seeing net outflows, and five stocks having outflows exceeding 10 million yuan [2] Group 2 - Hunan Tianyan had the highest net outflow of main funds at 262 million yuan, followed by Changcheng Military Industry, Huachuang Technology, and Zhongguangxue with net outflows of 155 million yuan, 52.29 million yuan, and 50.06 million yuan respectively [2] - The trading volume for Hunan Tianyan was 24.89%, while Changcheng Military Industry had a trading volume of 17.18% [2] - The military equipment restructuring concept saw a mix of performance, with some stocks like Changan Automobile showing slight gains despite the overall decline in the sector [1][2]