Group 1 - The stock of Zhejiang Haideman (688577) shows a weak overall score of 47.06 as of June 20, 2025, indicating a lack of clear direction in both short-term and mid-term trends [1][2] - The main cost analysis reveals that the current main cost is 42.65 yuan, with a 5-day main cost of 42.72 yuan, and a 20-day main cost of 43.34 yuan [1][2] - The stock has not experienced any limit-up or limit-down events in the past year, suggesting stability in price movements [1] Group 2 - The technical analysis indicates a "cloud cover" pattern, which is a signal of a potential peak and subsequent decline [2] - As of June 20, 2025, the net outflow of main funds is 168.65 thousand yuan, accounting for 6% of the total transaction volume, with significant outflows from both large and retail investors [2][3] - The financial data shows earnings per share of 0.03 yuan, operating profit of 0.02 billion yuan, and a net profit of 2,123,149.05 yuan, with a sales gross margin of 22.786% [2][3]

锡业股份（000960）披露最新一期投资者关系活动记录表显示，公司于6月19日接待长江证券、博时基 金现场调研并回应有关提问。 招商证券研报直言：需求端来看，全球军工产业的快速扩张正显著拉动钨需求。中国军工现代化进程的 加速与欧美国家军事援助规模的扩大，共同推动钨在防务领域的应用持续升级。目前产业链处于钨矿紧 +需求底+库存底的情况，若需求复苏，有望带动钨价进一步上涨。（龚璨） 就公司钨矿资源储备与产能有关提问，公司方面直言：截至 2024年底，公司三氧化钨保有资源储量为 7.78万吨。目前公司已获得云南省自然资源厅2025年度第一批钨矿（三氧化钨65%）开采总量配额指标 688吨，公司将根据云南省自然资源厅2025年钨矿开采总量控制指标及相关规定组织生产和销售。 据介绍，锡业股份2025年一季度主要产品锡、铜、锌等金属市场价格同比上涨，公司抢抓市场机遇，充 分释放产能，不断提升采、选、冶协同能力，经营业绩同比大幅提升。 全景网了解到，受到我国钨出口管制升级及开采配额压降等多方因素影响，今年以来钨价始终保持高位 运行态势，现货市场延续偏紧行情，当前黑钨精矿（≥65%）报价已经突破17万元/吨。 2025年一季 ...

Group 1 - The Middle East situation is tense, with Iran warning against third-party intervention in the Israel-Iran conflict, and the U.S. considering military action against Iran [2] - The Israeli military has conducted airstrikes against Iran, while Iran has initiated missile attacks as part of its "Real Commitment-3" operation [2] - The U.S. continues to communicate with Iran, with President Trump indicating a significant chance for negotiations [2] Group 2 - The A-share military industry sector is gaining attention, with the Guozheng Aerospace Index seeing active trading and net inflows into aerospace ETFs, amounting to 38.69 million yuan and 10.2 million yuan respectively [3] - The Guozheng Aerospace Index has over 99% weight in the military industry, making it the highest military content index in the market [3] - Long-term growth certainty exists in the military industry, with demand recovering and structural optimization expected, especially as the 14th Five-Year Plan approaches its final year [3] Group 3 - International conflicts, such as the Israel-Palestine and Russia-Ukraine situations, highlight the demand for new weaponry characterized by intelligence, systematization, and informatization [4] - Global military spending is projected to increase by 9.4% in 2024, reaching $2.718 trillion, marking the highest growth since the Cold War and providing a material basis for the military industry [4] - Modern warfare is reshaping perceptions of conflict, with key areas like unmanned systems and electronic warfare gaining prominence, leading to new demands in the military industry [4] Group 4 - In China, the development of unmanned systems and electronic countermeasures is in its early stages but shows strong application certainty, potentially driving long-term growth in the military sector [5] - Military intelligence and smart technologies are becoming critical for battlefield dominance, impacting various operational aspects [5] - China's military trade is expected to grow, transitioning from recovery to high-speed growth by the end of the 14th Five-Year Plan, with a focus on high-precision weaponry [5]

Core Viewpoint - The 2025 Paris Air Show, scheduled from June 16 to June 22, will see significant participation from Chinese companies across key sectors such as special materials, engines, and complete aircraft manufacturing, which is expected to catalyze investment enthusiasm in the military industry [1] Industry Summary - The Chinese military industry is anticipated to benefit from dual drivers: the transformation of the global military development environment and endogenous growth driven by strong planning [1] - Geopolitical conflicts and trade frictions are increasing uncertainty in international relations, leading to a sustained rise in military demand and enhancing the strategic position of the military industry [1] - The military industry exhibits stronger anti-cyclicality compared to traditional industries, showcasing rigidity and stability [1] - Short-term drivers such as accelerated technological iteration, approaching key strategic nodes, and the upcoming five-year planning cycle are expected to maintain an upward trend in industry prosperity [1] Company Summary - The J-10C fighter jet has demonstrated its capabilities by shooting down three 4.5-generation Rafale jets during the India-Pakistan border conflict, garnering global attention and leading to potential foreign trade orders, including interest from the Indonesian government [2] - The overall tone for military enterprises this year aligns with achieving the established goals of the "14th Five-Year Plan," with demand recovering from the upstream sector [2] - The military industry in China is transitioning from "import dependence" to "independent innovation" and even "foreign trade export" [2] - The military ETF (512660) has gained significant investor attention, achieving historical highs in both share size and net value performance, indicating a strong market interest in the military sector amid increasing geopolitical uncertainties [2]

①固态电池+无人机+可控核聚变+稀土永磁+国企改革！这家公司固态电池用正极材料已实现百公斤级样 品供货；②云计算+军工+区块链+机器人+AI智能体+华为鸿蒙+国资云！这家公司已为军工领域的部分科 研院所提供服务；③创新药+减肥药！公司上半年净利润同比最高预增超3倍。 每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ...

军工战略资产崛起 20250618 摘要 全球支出重心转移，中国军贸迎来机遇。中国武器出口占比迅速提升， 2023 年达 10%。俄乌冲突后，俄罗斯武器出口下降，中国凭借无人机 等新型武器装备和价格优势提升竞争力。 中国国防预算支出占 GDP 比重偏低，约为 1.3%，低于俄罗斯 （7.1%）、美国、韩国、英国和印度。未来中国国防开支仍有增长潜力。 全球政治军事经济动荡加剧，黄金作为避险工具和战略储备的重要性凸 显。秩序重构预期下，黄金或有上涨空间，维持十年战略看多判断。 苏试试验和广电计量作为军工三方检测龙头，订单增速良好，利润端增 速弹性可能大于收入端。广电计量固定资产投入增加，折旧周期延长， 成本降低。 苏试试验 2024 年利润承压，但预计 2025 年 Q2 起逐季改善，全年利 润预计增长 34.2%，估值安全边际较好。行业订单向好将成为市场催化 剂。 东华测试仪器仪表类产品发展良好，订单增长迅速，结构力学性能分析 经验丰富，国产化进程推进。预计 2025-2027 年归母净利润高速增长。 军工行业 2025 年有望迎来拐点，海外安全局势紧张，军备需求旺盛， 中国军备产品竞争力提升，军工信息化产品外 ...

2025.06. 19 作者 | 一财资讯 | ਵੰਮ | 涨713 | # 48 | 跌 4654 | A股成交额 | | 8059417 | | --- | --- | --- | --- | --- | --- | --- | | | | | A股重要指数 | | é | | | | 名称 | | 最新 | 涨跌 | 涨幅 | | | | 上证指数 | | 3359.78 | -29.03 | -0.86% | | | | 深证成指 | | 0072.42 | -103.17 | -1.01% | | | | 北证50 | | 1379.67 | -13.77 | -0.99% | | | | 创业板指 | | 2032.19 | -22.54 | -1.10% | | 推荐阅读 稳定币题材高开低走，可控核聚变、军工、离境退税、减肥药、新消费、稀土永磁、黄金概念股纷纷 回调；固态电池、人形机器人概念股逆势走强。 工信部严查车企"说一套做一套" 中信建投投顾吕佳认为，近期上证指数在整数关口反复但成交量并未有效放大。目前行业为主的趋势 类个股表现出较强韧性，对稳定指数有较强帮助，板块轮动速度明显加快后，我们 ...

A股三大指数早盘集体下跌，截至午盘，沪指跌0.86%，深成指跌1.01%，创业板指跌1.10%，北证50指 数跌0.99%。全市场半日成交额8058亿元，较上日放量432亿元。全市场超4600只个股飘绿。 板块题材上，固态电池、PCB概念、石油板块涨幅居前；核聚变、军工、减肥药板块跌幅居前。 NO.1 【比亚迪（002594）概念】 板块内8家涨停，2只连板股，最高连板数为3天3板，涨停股代表：诺 德股份、中京电子。 NO.2 【华为概念】 板块内8家涨停，1只连板股，最高连板数为9天6板，涨停股代表：东信和平、电科 网安（002268）。 盘面上，固态电池板块领涨，诺德股份（600110）、湘潭电化（002125）、丰元股份（002805）涨停。 稳定币概念局部活跃，东信和平（002017）涨停，楚天龙（003040）、安妮股份（002235）涨超5%。 AI硬件端涨幅靠前，逸豪新材（301176）、中京电子（002579）、凯旺科技（301182）涨停，核电板块 跌幅居前，合锻智能（603011）、中核科技（000777）跌停，哈焊华通（301137）跌近15%。减肥药概 念股集体调整，常山药业（3002 ...

作者 | 哥吉拉 数据支持 | 勾股大数 据（www.gogudata.com） 在地缘冲突事件持续发酵、全球武器装备需求增加的背景之下，国防军工概念的关注度持续增加。 殊不知，航空航天板块景气度也在陡然回升。 6月18日，在港股大幅回调、A股大盘微幅上涨的环境下，两市的军工板块依旧整体逆市走强，其中 航空航天 ETF天弘 (159241） 逆势上涨 ，明显跑赢大市 。 01 军工股逆市走强 A股三大指数小幅上涨，截至收盘，上证指数涨0.04%，深证成指涨0.24%，创业板指涨0.23%，成交额略微缩量。 板块方面，电子元器件、通信设备、软饮料、航天军工概念等领涨，办公用品、日用化工、生物科技、房地产等板块表 现不佳，领跌市场。 | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | | 电子元器件 | 软饮料 | 通信设备 | 航天军工 | 银行 | 未営体 | | 2.08% | 1.57% | 1.42% | 1.11% | 0.91% | 0.75% | | 电脑硬件 | 汽车零部件 | 工业机械 | 电工电网 | 化肥农药 | 券 ...

Group 1 - The external market is weak, with European stocks down around 1% and US stocks down approximately 0.9%, while the Asia-Pacific market shows mixed results, with Japan up 0.6% and Hong Kong down 1.2% [1] - The decline in international markets is attributed to escalating tensions in the Middle East, with major countries like China preparing for potential evacuations, indicating a worsening situation [1] - International oil prices have returned to around $77, with potential threats of military actions affecting oil fields in Israel and possible Iranian blockades [1] Group 2 - Military stocks have become active again, with expectations of continued interest in the military sector, driven by recent geopolitical events and potential asset injections in military companies [2][6] - The upcoming first flight of the "Nine Sky" drone carrier is anticipated to generate news and interest in related stocks [2] - The military sector is seen as a promising investment direction, with ongoing developments such as the commissioning of the third aircraft carrier and the centenary of the military [6] Group 3 - The military sector is experiencing speculative trading, with expectations of mixed reforms and asset injections driving stock performance [6] - The PCB sector is also gaining attention, driven by AI server demand and related products showing strength [6] - The overall market sentiment is cautious, with a significant number of stocks declining, indicating a challenging trading environment [11] Group 4 - The liquor sector, particularly white wine, has shown some recovery despite previous declines due to extreme enforcement of drinking bans [7] - Changes in consumer habits are influencing market dynamics, with younger consumers driving trends in products like bubble tea and toys, while traditional sectors like yellow wine are experiencing volatility [9] - The agricultural chemicals sector is also facing a downturn, following previous price increases that have been fully priced in [9]