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]

星石投资建议，在投资中要立足于公司本身有没有出现积极变化，积极变化有没有被市场定价充分，而 不是跟随累计涨幅很多的个股，拿定自己看好的资产，各类资产也都有机会被轮动到。 正圆投资表示，面对美国关税壁垒升级与全球供应链区域化重构的变局，持仓调整锚定于"规避外部极 端扰动"与"挖掘增量"的双重目标。一方面，规避潜在风险，减持与关税博弈强相关的出口导向企业； 另一方面，从关税战弱相关的品种中寻找具备结构性增量的投资方向，加仓"一带一路"新需求、国内消 费升级以及军工内需相关标的。 值得一提的是，其他指增今年以来表现尤为亮眼。数据显示，有业绩展示的60只其他指增产品今年以来 平均收益率为13.64%，平均超额收益率达16.42%，并且全部产品均实现正超额，各项数据在指数增强 细分策略中领跑。 空气指增方面，数据显示，有业绩展示的258只空气指增产品今年以来平均收益率为11.35%，平均超额 收益率为13.66%，其中233只产品实现正超额，占比为0.31%。 对于近期的市场，星石投资认为，宽基指数波动不大，市场板块轮动又太多的话，股市结构可能并不稳 定。虽然从今年宏观基本面和流动性的情况来看，比较适合轮动玩法，但这种 ...

【导读】酒类股盘初发力，稀土永磁概念股回调 中国基金报记者晨曦 大家好！来一起关注上午的市场行情和最新资讯～ 6月18日，A股市场早间小幅低开，短暂上行后震荡走低。截至发稿，A股主要指数绿多红少，三大指数全部飘绿，全市场超4200 只个股下跌。 | ਣੇ A | 涨 1016 平 114 | | 跌 4283 | A股成交额 | | --- | --- | --- | --- | --- | | 序号 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | - | 000001 上证指数 | 3373.61 | -13.80 | -0.41% | | 2 | 399001 深证成指 | 10128.47 | -22.95 | -0.23% | | 3 | 899050 北证50 | 1378.09 | -24.46 | -1.74% | | 4 | 881001 万得全A | 5142.50 | -22.58 | -0.44% | | 5 | 000688 科创50 | 962.34 | -0.74 | -0.08% | | 6 | 399006 创业板指 | 2042.09 | -7.86 | -0.38% ...

证券代码：600373 证券简称：中文传媒 公告编号：临2025-036 中文天地出版传媒集团股份有限公司关于全资子公司认购私募股权基金份额的公告 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： 1.认购标的：中文天地出版传媒集团股份有限公司（以下简称公司）全资子公司江西中文传媒蓝海国际 投资有限公司（以下简称蓝海国投）拟认购上海国晨创业投资管理有限公司（以下简称国晨创投）发起 设立的南昌国晨创新一号股权投资合伙企业（有限合伙）（以下简称国晨一号基金或标的基金），该基 金已在中国证券投资基金业协会备案，备案编号为SACZ28。 2.认购金额：国晨一号基金目标认缴募集规模为人民币（下同）15亿元（具体金额以实际募集资金为 准），蓝海国投作为有限合伙人拟以自有资金出资0.40亿元，其对标的基金认缴完成后，基金规模为 14.61亿元，蓝海国投认缴出资比例为2.74%。 3.本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的重大资产重组情形。 根据《公司章程》《子公司管理制度》等有关规定，本次交易属 ...

Industry Overview - The 55th Paris-Le Bourget International Air and Space Show will be held from June 16 to 22, 2025, showcasing China's enterprises across various sectors including special materials, engines, complete aircraft manufacturing, and avionics systems [1] - The Chinese aviation industry is expected to demonstrate significant achievements in military and civilian aircraft equipment construction, supported by the "20" series equipment and emergency rescue systems [1] - The military industry is experiencing a recovery in downstream demand, with the end of the "14th Five-Year Plan" approaching and the 2027 construction goals becoming urgent [1] Company Insights - Tianhe Defense is recognized as a leading military technology company focusing on low-altitude air defense and military-civilian integration [2] - Aerospace Rainbow is the leading exporter of military drones in China, leveraging an integrated combat system of "Rainbow drones + Shooter missiles" to enhance international competitiveness in counter-terrorism and coastal defense [2] Market Outlook - The defense industry is expected to see significant improvements due to the recovery of demand and optimization of production capacity, with a high safety margin and long-term growth certainty [1] - The aerospace defense sector is entering a new phase of rapid demand growth, supported by order recovery, technological breakthroughs, and military trade expansion, making it one of the most promising segments in the military industry by 2025 [1]

Group 1 - Israel has launched intense airstrikes against Iran, resulting in significant explosions in multiple cities including Tehran, Qazvin, Isfahan, and Zanjan, with Iran promising a "decisive" response [1] - The frequency of conflicts in the Middle East is closely linked to the increase in military trade orders, with historical conflicts leading to a substantial rise in military trade in the region [1] - Recent conflicts are expected to drive military demand in the Middle East, with military equipment demand and pricing both increasing, supported by the "14th Five-Year Plan," "Centenary of the Army," and "indigenous substitution" strategies [1] Group 2 - The military ETF (code: 512660) is the largest military industry ETF in the market, tracking the CSI Military Index (code: 399967), which includes core military enterprises in the A-share market [2] - The CSI Military Index aims to reflect the overall performance of listed companies in China's military industry, covering key sectors such as defense and aerospace [2]

证券研究报告：国防军工 | 公司点评报告 发布时间：2025-06-17 股票投资评级 买入|首次覆盖 个股表现 -16% -5% 6% 17% 28% 39% 50% 61% 72% 83% 2024-06 2024-08 2024-11 2025-01 2025-04 2025-06 理工导航 国防军工 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 40.80 | | --- | --- | | 总股本/流通股本（亿股）0.88 / 0.37 | | | 总市值/流通市值（亿元）36 / 15 | | | 52 周内最高/最低价 | 47.25 / 21.14 | | 资产负债率(%) | 14.7% | | 市盈率 | -816.00 | | 第一大股东 | 汪渤 | 研究所 2、新市场开拓稳步推进。公司持续参与各军兵种新型武器弹药 的研发配套工作，新项目新型号逐渐增多。航空领域是公司 2024 年 的重点发展方向，多个项目进展顺利，某航空项目，配套的某型光纤 惯导按总体要求完成了首批产品研制交付并配合总体完成联试验证； 某航空项目，配套的某型电动舵机完成了多批次产品交付并配合 ...

军工ETF（512660）的标的指数中证军工指数覆盖面非常齐全，实现了海陆空天信全覆盖。从编制方案 来看，中证军工指数覆盖成分股80只，不仅仅包含了主机厂，也包含了军工产业链上中游主要核心公 司。今年市场的主线也非常多，像军贸出口、商业航天、低空经济、核聚变等相关的公司也都在军工 ETF（512660）成分股里面。业绩表现来看，从中长期来看，中证军工指数在同类指数里面表现是最突 出的。截至2025年6月12日，中证军工指数累计收益达26.19%，同期中证国防军工指数为14.12%，军工 龙头指数为9.84%。 近期，印巴的空战凸显了中国军事工业的体系化作战能力，也可以称为中国军工行业的DeepSeek时 刻。之前我们欠缺实战化的作战能力，这一次冲突中，武器装备的作战能力展现得非常全面，使得大家 对中国的军贸有了非常大的信心。根据央视新闻，印尼政府正就采购中国制造的歼-10战斗机进行可行 性评估，这是大家能够比较快见到落地的。 今年是"十四五"收官之年，我们的"十四五"规划必须完成、按期完成，也给今年的军工订单的恢复吃了 一颗定心丸。今年从下半年开始会进行"十五五"规划的编制。2027年是建军100周年，要如期 ...