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ETF盘中资讯|沪指重大突破!风回科技成长,国防军工强势反弹,长城军工10天7板,航天科技7天5板!
Sou Hu Cai Jing· 2025-08-13 02:30
8月13日早盘,沪指开盘后快速突破去年"924行情"前高,上探3680.477点,创2021年12月14日以来新高! 数据来源于沪深交易所、公开资料等。 风险提示:国防军工ETF被动跟踪中证军工指数,该指数基日为2004.12.31,发布于2013.12.26。以上个股均为标的指数成份股,仅作展示,个 股描述不作为任何形式的投资建议,也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的本基金的风险等级为R3-中风 险,适宜平衡型(C3)及以上投资者,适当性匹配意见请以销售机构为准。任何在本文出现的信息(包括但不限于个股、评论、预测、图 表、指标、理论、任何形式的表述等)均只作为参考,投资人须对任何自主决定的投资行为负责。另,本文中的任何观点、分析及预测不构成 对阅读者任何形式的投资建议,亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险,基金的过往业绩并不代表其未 来表现,基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证,基金投资需谨慎。 商业航天消息面,国网星座3组卫星互联网低轨卫星近日成功发射入轨。9天3发,高密度的发射节奏,显示出我国卫星互联网建设正在提速。 我国商 ...
沪指重大突破!风回科技成长,国防军工强势反弹,长城军工10天7板,航天科技7天5板!
Xin Lang Ji Jin· 2025-08-13 02:17
8月13日早盘,沪指开盘后快速突破去年"924行情"前高,上探3680.477点,创2021年12月14日以来新 高! 科技成长风靡全市场,国防军工板块强势反弹!代码有"八一"的高人气国防军工ETF(512810)开盘后 快速拉涨逾1%,成交超5400万元,近10日逾1.4亿元资金提前埋伏! 数据来源于沪深交易所、公开资料等。 风险提示:国防军工ETF被动跟踪中证军工指数,该指数基日为2004.12.31,发布于2013.12.26。以上个 股均为标的指数成份股,仅作展示,个股描述不作为任何形式的投资建议,也不代表管理人旗下任何基 金的持仓信息和交易动向。基金管理人评估的本基金的风险等级为R3-中风险,适宜平衡型(C3)及以 上投资者,适当性匹配意见请以销售机构为准。任何在本文出现的信息(包括但不限于个股、评论、预 测、图表、指标、理论、任何形式的表述等)均只作为参考,投资人须对任何自主决定的投资行为负 责。另,本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议,亦不对因使用本文内容 所引发的直接或间接损失负任何责任。基金投资有风险,基金的过往业绩并不代表其未来表现,基金管 理人管理的其他基金的业绩 ...
爱乐达股价盘中快速反弹 成交额突破1.4亿元
Jin Rong Jie· 2025-08-12 17:40
Group 1 - The stock price of Aileda experienced volatility on August 12, with a rapid rebound where the price increased by over 2% within 5 minutes [1] - As of 9:35 AM, the stock price was reported at 31.88 yuan, with a trading volume of 1.41 billion yuan [1] - The stock closed at 30.80 yuan, representing a decline of 4.94% compared to the previous trading day [1] Group 2 - Aileda's main business involves the manufacturing of aviation components, focusing on aerospace and large aircraft sectors [1] - The company specializes in precision processing of aviation components, providing structural and system parts for aircraft [1] Group 3 - On August 12, the net outflow of main funds was 62.9588 million yuan, accounting for 1.21% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 107 million yuan, representing 2.06% of the circulating market value [1]
高位回调,国防军工ETF尾盘溢价飙升!人气股火热依旧,长城军工6天5板新高不断,中国船舶续创历史天量
Xin Lang Cai Jing· 2025-08-07 09:58
Core Viewpoint - The defense and military industry sector is experiencing a short-term adjustment after a three-day rise, with the high-profile defense military ETF (512810) seeing a decline after reaching a three-and-a-half-year high [1][3]. Market Performance - The defense military ETF (512810) opened at a new high but closed down 0.69% with a trading volume of 154 million yuan, marking five consecutive days of over 100 million yuan in trading [1]. - Notable stocks such as Jihua Group, Great Wall Industry, and Qiyi Er achieved significant gains, with Great Wall Industry hitting a record of five consecutive trading limits [3]. - Conversely, Western Materials fell by 7.63%, leading the decline, while major stocks like AVIC Chengfei, AVIC Shenyang, and AVIC Xi'an also experienced declines [3]. Investment Sentiment - Recent inflows into the defense military ETF (512810) have been substantial, with net purchases exceeding 160 million yuan over the past ten days, pushing the fund's size to a historical high of over 1 billion yuan [1][5]. - The rapid increase in financing balance for the ETF, reaching 33.8 million yuan, indicates heightened market activity and potential volatility [3]. Long-term Outlook - The "14th Five-Year Plan" is nearing its conclusion, and upcoming events like the 93rd National Day military parade are expected to positively influence the defense military sector [5]. - The core driving force for the defense military industry is the strategic goal of building a world-class military, which is expected to lead to a new era of growth and value in the sector, moving away from purely event-driven cycles [5]. - The defense military ETF (512810) encompasses various emerging themes such as commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion, making it an efficient tool for investing in core defense military assets [5].
ETF盘中资讯|突然回调,“倒车接人”?国防军工ETF(512810)放量溢价!融资余额续创历史新高
Sou Hu Cai Jing· 2025-08-07 05:56
领市大涨后,8月7日,国防军工板块突发回调。代码有"八一"的高人气国防军工ETF(512810)高开低走,持续水下震荡。值得一提的是,512810今日开 盘价续创逾3年半新高。 尽管行情回调,512810场内人气不减,溢价频现,截至发稿成交额超1.28亿元。昨日该ETF大涨区间,尾盘获2142万元净申购,近10日累计吸金超1.6亿 元,最新基金规模历史首次突破10亿元大关,年内增幅超83%。 成份股方面,西部材料跌逾8%居首,多只昨日大涨股调整居前,两连板的航天科技跌逾3%,股价创新高的建设工业跌逾4%。局部仍有亮点,七一二午后 涨停,高标股长城军工逆市再升9%,股价续创历史新高。 资金面上,九三大阅兵在前,融资客持续押注国防军工后市。昨日国防军工ETF(512810)再获1248万元融资买入,最新融资余额升至3380万元,继续刷 新历史最高纪录! 基本面上,中信建投、中邮证券等多家券商均认为,2025年"建军百年奋斗目标"任务进入下半场,国防军工板块基本面已经开始加速回暖,2025年上半年 各类催化剂特别是订单公告有望持续兑现,业绩拐点或已经出现。 二级市场维度,机构认为,九三大阅兵临近,国防军工关注度或将 ...
西菱动力股价震荡下行 盘中快速回调与反弹交替
Jin Rong Jie· 2025-08-06 19:58
截至2025年8月6日15时5分,西菱动力股价报23.53元,较前一交易日下跌1.71%。盘中波动明显,早盘 快速反弹后再度回调,最高触及24.32元,最低下探22.85元,成交额达7.22亿元。 西菱动力主营业务为汽车零部件制造,涉及商业航天、大飞机等概念。公司产品涵盖发动机零部件、涡 轮增压器等,主要服务于汽车及航空航天领域。 资金方面,8月6日主力资金净流出3702.03万元,占流通市值的0.7%。近五日主力资金净流入150.34万 元,占流通市值的0.03%。 风险提示:市场有风险,投资需谨慎。 8月6日盘中,西菱动力股价在9点35分快速反弹,5分钟内涨幅超过2%,随后在10点19分又出现快速回 调,5分钟内跌幅超过2%。 ...
万泽股份盘中快速反弹后回落 成交额突破10亿元
Jin Rong Jie· 2025-08-06 18:56
Group 1 - The stock of Wanze Co., Ltd. experienced a rapid rebound after opening on August 6, with an increase of over 2% within 5 minutes, reaching a peak price of 16.95 yuan [1] - The stock price later fluctuated downward, closing at 16.16 yuan, which represents a decline of 3.81% compared to the previous trading day [1] - The total trading volume for the day reached 1.043 billion yuan, with a turnover rate of 12.83% [1] Group 2 - Wanze Co., Ltd. operates in the biopharmaceutical industry, with main business activities including pharmaceutical manufacturing and real estate development [1] - The company is also involved in low-altitude economy and large aircraft concepts, indicating diversification in its business operations [1] - The net outflow of main funds on that day was 56.8683 million yuan, with a cumulative net outflow of 111 million yuan over the past five trading days [1] Group 3 - The current stock price is above the 5-day moving average, and the total market capitalization is 8.239 billion yuan [1]
4000亿造船巨无霸关键进展!中国船舶、中国重工天量涨停,国防军工ETF放量上探3%!
Xin Lang Ji Jin· 2025-08-06 05:53
Group 1 - The defense and military industry sector continues to show strong performance, with the defense military ETF (512810) rising by 3% and reaching a three-and-a-half-year high, with a trading volume exceeding 116 million yuan [1] - The recent surge in the stocks of China Shipbuilding and China Shipbuilding Industry Corporation is attributed to the approval of their merger by the China Securities Regulatory Commission, marking a significant development in their consolidation [3] - The merger is expected to create the largest shipbuilding listed company globally, with combined total assets exceeding 400 billion yuan and projected annual revenue surpassing 130 billion yuan [3] Group 2 - Both China Shipbuilding and China Shipbuilding Industry Corporation are key components of the defense military ETF, with weightings of 5.54% and 3.85% respectively, contributing significantly to the ETF's recent performance [4] - The defense military industry is anticipated to experience a turning point in orders, driven by the ongoing goals of military modernization and upcoming events such as the September 3 military parade [4] - The defense military ETF (512810) covers a wide range of sectors, including traditional military forces and emerging technologies, and has recently lowered its investment threshold, making it more accessible to investors [6]
“中国神船”启航在即,国防军工ETF(512810)冲高1.72%再创3 年新高!人气高标股长城军工晋级5天4板
Xin Lang Ji Jin· 2025-08-06 02:08
Group 1 - The defense and military industry sector is experiencing increased activity ahead of the upcoming military parade, with over 5 billion yuan of main capital inflow within the first 20 minutes of trading on August 6 [1] - The defense military ETF (512810) surged by 1.72%, reaching its highest price since March 3, 2022, with constituent stock Changcheng Military Industry hitting a historical high after four consecutive trading days of gains [1] - China Shipbuilding and China Heavy Industry also saw significant increases in their stock prices [1] Group 2 - China Shipbuilding plans to merge with China Heavy Industry through a share swap, with both companies announcing a continuous suspension of their stocks starting August 13, 2025 [3] - The second domestically produced large cruise ship, "Aida Huacheng," has entered the equipment debugging and system functionality verification phase, with over 80% of the construction completed [3] - The financing balance for the defense military ETF (512810) has rapidly increased, reaching a historical high of 29.88 million yuan, indicating heightened market interest [3] Group 3 - Over the past 15 years, the defense military sector has shown a significantly higher probability of rising in August compared to the Shanghai Composite Index [5] - Analysts suggest focusing on the defense military sector for potential opportunities leading up to the military parade on September 3 [5] Group 4 - The defense military ETF (512810) covers a wide range of themes, including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion [6] - The ETF underwent a share split in June, reducing the investment threshold by half, allowing investors to access core defense military assets for under 70 yuan [6]
25.70亿主力资金净流入,大飞机概念涨2.84%
Group 1 - The large aircraft concept sector rose by 2.84%, ranking 10th among concept sectors, with 127 stocks increasing in value [1] - Key performers in the large aircraft sector included Aileda, which hit a 20% limit up, and other stocks like Lijun Co., Guoji Precision, and Nengke Technology also reached their daily limit [1] - The largest declines were seen in stocks such as Zaiseng Technology, Tongguang Cable, and Hehui Optoelectronics, with declines of 7.65%, 4.96%, and 1.56% respectively [1] Group 2 - The large aircraft concept sector attracted a net inflow of 2.57 billion yuan, with 72 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflows [2] - Lijun Co. led the net inflow with 401 million yuan, followed by Aileda, Haige Communication, and Sichuan Jiuzhou with net inflows of 241 million yuan, 227 million yuan, and 190 million yuan respectively [2] - The net inflow ratios for Lijun Co., Guoji Precision, and Aileda were 43.84%, 23.45%, and 22.99% respectively [3] Group 3 - The top gainers in the large aircraft sector included Lijun Co. with a 10.03% increase, Aileda with a 20% increase, and Haige Communication with a 4.62% increase [3] - Other notable performers included Sichuan Jiuzhou and Guoji Precision, which saw increases of 4.53% and 10.01% respectively [3] - The overall trading activity in the large aircraft sector was characterized by significant turnover rates, with Aileda achieving a turnover rate of 21.25% [3]