今日，A股市场震荡分化，三大指数涨跌不一，从领涨方向看，三大热点今日集中爆发。 盘面上，创新药概念股再度走强，昂利康等涨停。银行股展开反弹，建设银行等再创历史新高。 军工板块中，长城军工再度涨停， 10天8板，打开市场高度。 严峻的国际冲突、热度正高的巴黎航展，以及即将到来的9月大阅兵！ 各种事件似乎都在引导大家将目光锁定到： 军工！ 01 军工迎密集利好！ 另一方面， 当前中国军工板块整体估值约50倍，与海外科技防务巨头相比仍有提升空间 。 我们对军工行情的节奏判断如下： ① 填洼地 ：前期超跌、悲观预期充分体现的领域，如军工电子、军工材料； ② 塑权重 ：沪深30 0和A500等指数中的军工权重股； ③" 双击 "：待到"十四五"末订单和业绩的逐步兑现，以及"十五五"计划的逐步明朗，将带来业绩和估值的"双击"； ④ 行业特殊性溢价 ：并购重组、市值管理预期、地缘政治刺激、新质生产力和新质战斗力等带来的行业溢价。 02 五大主线方向与逻辑 ① 军贸 ：装备谱系完整度、自主率提升，出口数量与价值量增长 。 据报道，2 0 25国际低空经济博览会将于7月2 3日至26日在上海举办。机构指出， 过去军工投资多是短 ...

证券代码：601606 证券简称：长城军工 公告编号：2025-029 安徽长城军工股份有限公司 股票交易严重异常波动公告 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"）股票交易于 2025年6月27日，6月30日，7月1日连续3个交易日内收盘价格涨幅偏离值累计超过20%， 属于《上海证券交易所交易规则》规定的股票交易异常波动情形。 ● 截至2025年7月1日收盘，公司股票连续10个交易日内（2025年6月18日至7月1 日）4次出现《上海证券交易所交易规则》规定的同向异常波动情形，根据《上海证券 交易所交易规则》有关规定，属于股票交易严重异常波动情况。目前，公司股票波动 严重异常，存在市场情绪过热的情形，可能存在非理性炒作，公司股票击鼓传花效应 十分明显，交易风险极大，存在短期大幅下跌的风险。敬请广大投资者理性投资，注 意投资风险。 ● 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 ...

| 新股发行及今日交易提示 | 2025/7/1 | 星期二 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/7/1 | 新股发行 | 证券代码 | 证券简称 | 发行价格 | | | | | 301630 | 同宇新材 | 84.00 | 2025/7/1 | 新股上市 | | | | | 证券代码 | 证券简称 | 发行价格 | 001388 | 信通电子 | 16.42 | | | | 2025/7/1 | 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=122395 | 600566 | 济川药业 | 要约申报期：2025年6月18日至2025年7月17日 | 6108&orgId=gssh0600566&announcementTime=2025 | -06-24 | 要约收购 | | | https: ...

其中，十天八板涨超130%的长城军工昨日发布严重异常波动公告，称："公司股票击鼓传花效应十分明显,交易风险极大,存在短期大幅下跌的风险。 敬请广大投资者理性投资,注意投资风险" A股三大指数今日涨跌不一，截止收盘，沪指涨0.39%，收报3457.75点；深证成指涨0.11%，收报10476.29点；创业板指跌0.24%，收报2147.92点。 沪深两市成交额达到14660亿，较昨日小幅缩量208亿。 政策催化下创新药板块强势领涨。调整后的银行板块今日展开反弹，建设银行等再创历史新高。玻璃玻纤、化学制药、生物制品、船舶制造、贵金 属、电力行业也涨幅居前。多元金融、软件开发、电池、计算机设备板块跌幅居前。 01 军工板块持续活跃 先前活跃的军工板块在早盘的沉寂后，午后持续拉升，长城军工触及涨停再创新高，中船应急、利君股份此前封板，中科海讯涨超10%。 对于热传的军工重组概念，公告中表示，公司控股股东及实际控制人未筹划涉及公司的重大资产重组、股份发行、收购等重大事项。未筹划重大资 产重组事项。 不过今天股价继续涨停封板，成交额超46亿。 国金军工杨晨指出，2025年是十四五收官和十五五布局的关键期，行业景气反转和全 ...

Market Overview - Tesla's stock price experienced a significant drop on July 1, with a decline of 5.79% in after-hours trading, closing at $299.27 [1] - The A-share market showed mixed results, with the Shanghai Composite Index rising by 0.39% and the Shenzhen Component Index increasing by 0.11%, while the ChiNext Index fell by 0.24% [6] Stock Performance - A total of 2,629 stocks rose, with 74 hitting the daily limit up, while 2,545 stocks declined [7] - The total trading volume reached 1,496.54 billion, with 115,266.4 million shares traded [8] Sector Highlights - Innovative drug concept stocks surged, with companies like Angli康 and塞力医疗 hitting the daily limit up, following the release of supportive measures from the National Healthcare Security Administration [8] - The semiconductor equipment sector continued its strong performance, with multiple stocks reaching the daily limit up [10] Banking Sector - Bank stocks rebounded, with major banks like China Construction Bank and Shanghai Pudong Development Bank reaching historical highs [11] Military Industry - The military sector saw localized activity, with stocks like长城军工 hitting the daily limit up [12] Cryptocurrency Sector - Stablecoin-related stocks declined, with吉大正元 hitting the daily limit down [12]

Group 1 - The core viewpoint of the articles indicates a decline in high-level stocks, with a low advancement rate of less than 30% for consecutive limit-up stocks [1] - A total of 64 stocks hit the daily limit, with 15 consecutive limit-up stocks, and only 2 stocks achieved three consecutive limit-ups or more [1] - The advancement rate for consecutive limit-up stocks was reported at 28.57%, excluding ST and delisted stocks [1] Group 2 - High-level stocks experienced a retreat, with notable declines in stocks such as Hongye Futures and Dandong Southeast, which failed to maintain their upward momentum [1] - The sectors that previously showed strong performance, such as stablecoins, solid-state batteries, and military industry, underwent significant corrections, with several stocks hitting the limit down [1] - The chip industry chain continued to strengthen, with sub-sectors like photolithography machines and photolithography adhesives leading the gains, including stocks like Chengbang Co. achieving four consecutive limit-ups [1][2]

今日共64股涨停，连板股总数15只，27股封板未遂，封板率为70%（不含 ST股、 退市股）。焦点股方 面，军工股 长城军工走出10天8板， 芯片产业链的 诚邦股份一字涨停晋级4连板，大金融板块 爱建集团 断板反包收获5天4板。 ...

太平洋证券表示，2025年是"十四五"规划收官之年，军工行业有望摆脱近两年的低迷期，迎来全面复苏 的景气拐点。随着订单恢复正常并陆续释放，军工板块或将进入业绩改善与估值提升的"戴维斯双击"阶 段。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） （文章来源：21世纪经济报道） 7月1日，连续多日上涨的军工板块迎来回调，截至14:02，聚焦空天国防的航空航天ETF（159227）跌 0.44%，成交额达8352万元，暂居同标的第一，持仓股中船应急20CM涨停，长城军工涨停，中国海 防、中兵红箭、海兰信、亚光科技、航材股份、中航西飞等股跟涨。 航空航天ETF（159227） 跟踪国证航天指数，该指数军工属性极强，申万一级军工行业占比98.2%，是 全市场军工含量最高的指数，更聚焦的是，其航空航天装备权重占比高达66%，远超中证军工和中证国 防指数。值得一提的是，Wind金融终端数据显示，截至6月30日，航空航天ETF（159227）最新规模 3.22亿元，为跟踪该指数的最大规模ETF。 消息面上，据央视新闻报道，记者当地时间6月29日获悉，俄罗斯于夜间对乌克兰全 ...

Group 1 - The aerospace and defense sector is experiencing mixed performance, with notable gains in stocks such as China Shipbuilding Emergency (20.04% increase) and Great Wall Military Industry (10.02% increase) as of July 1, 2025 [1] - The Aerospace ETF (159227) has seen a cumulative increase of 11.08% over the past week, reflecting strong market interest in the sector [1] - Long-term growth in the military industry is primarily driven by EPS growth, with significant potential for further investment opportunities [1] Group 2 - The Aerospace ETF (159227) tracks the National Aerospace Index, with a high concentration of 99% in the defense and military sector, making it the purest military ETF in the market [2] - The top ten weighted stocks in the National Aerospace Index account for 49.42% of the index, with key players including Guoke Technology and AVIC Shenyang Aircraft [2] - The focus on military equipment, unmanned systems, and radar technology is expected to drive future growth in the aerospace and defense sector [1]

Core Viewpoint - The military industry sector is experiencing significant growth, driven by various factors including government initiatives and geopolitical dynamics, with the military ETF leading the charge in performance and investment interest [1][3]. Group 1: ETF Performance - As of June 30, 2025, the military ETF has seen a net value increase of 37.97% over the past five years, ranking 172 out of 991 index stock funds, placing it in the top 17.36% [2]. - The military ETF has achieved a maximum single-month return of 29.40% since its inception, with the longest consecutive monthly gains being four months and a total increase of 40.40% during that period [2]. - The military ETF has recorded a significant inflow of funds, with a total of 2.25 billion yuan over the last ten trading days, indicating strong investor interest [1]. Group 2: Index Composition - The military index (399967) includes ten major military groups and representative companies in the military sector, reflecting the overall performance of the military industry [2]. - The top ten weighted stocks in the military index account for 35.55% of the total index, with key players including China Shipbuilding, AVIC Shenyang Aircraft, and China Aerospace Science and Technology [2]. Group 3: Market Drivers - The military industry is expected to benefit from multiple catalysts, including the "14th Five-Year Plan" initiatives, the centenary of the military, and the push for domestic production and replacement [3]. - Analysts suggest that the evolving global political landscape and increased defense spending will create new growth opportunities for the military sector, particularly for companies with export-related products or services [3].