| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3382 | 0.65 | 0.99 | -0.21 | | 深证综指 | 1988 | 0.95 | 0.73 | -1.25 | | 风格指数 | 昨日表现 | 1 个月表现 | 6 个月表现 | | --- | --- | --- | --- | | | （％） | （％） | （％） | | 大盘指数 | 0.25 | -0.97 | -1.75 | | 中盘指数 | 0.66 | 0.76 | -4.81 | | 小盘指数 | 0.94 | 1.3 | -0.1 | | 行业涨幅 | 昨日涨 | 1 个月涨 | 6 个月涨 | | 地面兵装Ⅱ | 3.81 | 14.66 | 26.7 | | 能源金属 | 3.54 | 5.56 | 4.59 | | 动物保健Ⅱ | 3.28 | 1.48 | 20.07 | | 油服工程 | 3.13 | 20.22 | 14.27 | | IT 服务Ⅱ | 2.49 | ...

证券代码：300922 证券简称：天秦装备 公告编号：2025-049 秦皇岛天秦装备制造股份有限公司（以下简称"公司"、"本公司"或"发行人"） 于 2025 年 5 月 6 日在巨潮资讯网披露了《关于股东减持股份预披露公告》（公告编号： 中的股份数量后总股本比例 3.0975%），计划在上述公告披露之日起十五个交易日后的三 个月内以集中竞价交易方式减持本公司股份不超过 1,552,600 股（占剔除本公司回购专 用证券账户中的股份数量后总股本比例 0.9999%）。若计划减持期间出现增发新股、可转 换公司债券转股、送股、转增股本、配股等除权除息事项，按照比例不变的原则对减持 数量进行调整。具体内容详见上述公告。 公司于近日收到股东张澎出具的《关于股份减持计划进展的告知函》，截至 2025 年 一、股东减持情况 （一）股东减持股份情况 减持数量占剔 除本公司回购 股东 减持均价 减持股数 秦皇岛天秦装备制造股份有限公司 股东张澎保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 减持方式 减持期间 专用证券账 ...

天秦装备（300922）公告，股东张澎于2025年5月28日至2025年6月18日通过集中竞价交易方式减持 155.26万股，占剔除公司回购专用证券账户中股份数量后总股本比例0.9887%。减持前张澎持有公司股 份480.95万股，占总股本3.0975%；减持后持有325.69万股，占总股本2.0739%。 ...

证券代码：300922 证券简称：天秦装备 公告编号：2025-049 （二）股份来源：公司首次公开发行前已发行的股份及上市后资本公积金转增股本 取得的股份。 （三）股东本次减持前后持股情况 秦皇岛天秦装备制造股份有限公司 关于股东减持计划实施完毕的公告 股东张澎保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 秦皇岛天秦装备制造股份有限公司（以下简称"公司"、"本公司"或"发行人"） 于 2025 年 5 月 6 日在巨潮资讯网披露了《关于股东减持股份预披露公告》（公告编号： 2025-037），股东张澎持有本公司股份 4,809,521 股（占剔除本公司回购专用证券账户 中的股份数量后总股本比例 3.0975%），计划在上述公告披露之日起十五个交易日后的三 个月内以集中竞价交易方式减持本公司股份不超过 1,552,600 股（占剔除本公司回购专 用证券账户中的股份数量后总股本比例 0.9999%）。若计划减持期间出现增发新股、可转 换公司债券转股、送股、转增股本、配股等除权除息事项，按照比例不变的原则对减 ...

Group 1 - The ground armament sector is experiencing a rise, with Changcheng Military Industry (601606) hitting the daily limit up [1] - Beifang Longzhong (301357) has increased by over 15% [1] - Other companies such as China Shipbuilding Emergency (300527), Jieqiang Equipment (300875), Guoke Military Industry, Tianqin Equipment (300922), and Zhongbing Hongjian (000519) are also seeing gains [1] Group 2 - Dark pool funds are flowing into these stocks, indicating increased investor interest [1]

智通财经6月18日电，军工股盘中异动拉升，长城军工涨停，北方长龙涨超10%，华伍股份、天秦装 备、晨曦航空、成飞集成、爱乐达等跟涨。 军工股盘中拉升 长城军工涨停 ...

Investment Rating - The report maintains a rating of "stronger than the market" for the defense and military industry [6] Core Viewpoints - The report expresses a bullish outlook on army equipment, driven by the recent escalation of the Israel-Iran conflict and the anticipated strong recovery in demand for the military industry by 2025 [42][11] - The military sector is expected to benefit from multiple catalysts, including the "14th Five-Year Plan" initiatives, the centenary of the military, domestic substitution, and rapid development of military trade, leading to significant growth in both domestic and foreign demand [42][11] Summary by Sections Industry Performance - The military industry index rose by 1.03% from June 9 to June 13, outperforming the CSI 300 index, which fell by 0.25%, resulting in an excess return of 1.29 percentage points [14] - Since the beginning of 2025, the military index has increased by 3.36%, while the CSI 300 index has decreased by 1.80%, leading to an excess return of 5.16 percentage points [16] Valuation and Funding - As of June 13, the military industry index has a TTM price-to-earnings ratio of 66.71, ranking in the 91.76 percentile, indicating a high configuration value [42][33] - Passive fund inflows into military ETFs increased slightly, with a net inflow of 830 million yuan during the week, although this was a decrease of 689 million yuan from the previous week [27][32] Key Investment Themes - The report recommends focusing on three main lines of investment: domestic trade, foreign trade, and self-sufficiency [42] - Suggested companies for domestic trade include Tianqin Equipment, Baiao Intelligent, and Gaode Infrared [42] - For foreign trade, companies like Guangdong Hongda and Aerospace Rainbow are highlighted [44] - In the self-sufficiency category, companies such as Aerospace Technology and Tunan Co. are recommended [44]

Market Overview - On June 13, the A-share market experienced fluctuations, with the Shanghai Composite Index falling below 3400 points, while the Shenzhen Component Index and ChiNext Index both dropped over 1% [1][2] - The total market turnover reached 1.50 trillion yuan, marking a significant increase of 200.4 billion yuan from the previous trading day [2] Sector Performance - The oil and petrochemical, national defense and military, and public utilities sectors showed resilience, with respective gains of 2.05%, 1.72%, and 0.48% [2][3] - Conversely, the beauty care, media, and food and beverage sectors faced declines, with losses of 4.12%, 2.53%, and 2.37% respectively [2] Stock Highlights - In the oil and petrochemical sector, Tongyuan Petroleum hit a 20% limit up, while other stocks like Potential Energy and Beiken Energy also saw significant gains [3] - The defense and military sector saw stocks like Chenxi Aviation and Jieqiang Equipment reach a 20% limit up, indicating strong investor interest [3] Market Trends - The A-share market showed a mixed performance over the week, with the Shanghai Composite Index and Shenzhen Component Index down 0.25% and 0.60% respectively, while the ChiNext Index rose by 0.21% [4] - A total of 13 industry sectors saw gains this week, with non-ferrous metals, oil and petrochemicals, and agriculture leading the way [4] Capital Flow - On June 13, the net outflow of main funds from the Shanghai and Shenzhen markets was 37.891 billion yuan, with the Shanghai Composite Index experiencing a net outflow of 7.936 billion yuan [4][5] - Despite the outflow, 1968 stocks saw net inflows, while 3163 stocks experienced net outflows, indicating a cautious sentiment among investors [4] Financing Activity - From June 9 to June 12, the financing balance of A-shares increased, with notable inflows in the pharmaceutical, electronics, and non-ferrous metals sectors [6] - The total financing balance reached 1.8089 trillion yuan, with a cumulative increase of 12.579 billion yuan over the four-day period [5][6] Analyst Insights - Analysts suggest that the A-share market is likely to maintain a strong support level, with potential for a continued upward trend due to economic recovery and liquidity [6][7] - Investment opportunities are seen in sectors such as gold, military, brokerage, and technology, with a focus on undervalued blue-chip stocks and new consumption areas [7]

关于持股5%以上股东及其一致行动人 证券代码：300922 证券简称：天秦装备 公告编号：2025-048 秦皇岛天秦装备制造股份有限公司 持股比例变动触及1%整数倍的公告 公司持股 5%以上股东丹江口酬秦福来企业管理合伙企业（有限合伙）及其一致行 动人李阳保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 | 秦皇岛天秦装备制造股份有限公司（以下简称"公司"）近日收到公司持股5%以上 | | | | | | --- | --- | --- | --- | --- | | 股东丹江口酬秦福来企业管理合伙企业（有限合伙）（以下简称"酬秦福来"）及其一 | | | | | | 致行动人李阳先生的通知，因公司实施股权激励定增发行股份，公司董事、总经理李阳 | | | | | | 先生作为股权激励对象，其获授股份上市流通，导致酬秦福来及其一致行动人李阳先生 | | | | | | 合计持股比例变动触及1%整数倍。现将有关情况公告如下： | | | | | | 信息披露义务人 丹江口酬秦福来企业管理合伙企业（有限合伙） ...

证券代码：300922 证券简称：天秦装备 公告编号：2025-048 秦皇岛天秦装备制造股份有限公司 关于持股5%以上股东及其一致行动人 持股比例变动触及1%整数倍的公告 公司持股 5%以上股东丹江口酬秦福来企业管理合伙企业（有限合伙）及其一致行 动人李阳保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 注：本次变动前公司总股本为 156,811,200 股；本次变动后公司总股本为 158,582,360 股。截至本公告披露日， 公司通过回购专用证券账户以集中竞价交易方式回购公司股份 1,541,300 股。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 | 变动方向 | 上升  | 下降 | 一致行动人 | | | | 有 无□ | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 是否为第一大股东或实际控制人 | | | | | 是□ 否 | | | | | 2.本次权益变动情况 | | | | | | | | | | 股份种类 | | | 增持股数（万股） | | | ...