| 688297 | 中无人 | 7.60 | 3.91 | 5138.95 | 3.72 | | --- | --- | --- | --- | --- | --- | | | 机 | | | | | | 002406 | 远东传 | 3.1 1 | 6.95 | 4231.82 | 13.32 | | | 动 | | | | | | 002036 | 联创电 | 3.15 | 4.31 | 4220.24 | 8.66 | | | 子 | | | | | | 601718 | 际华集 | 10.1 1 | 0.81 | 4168.43 | 29.79 | | | 团 | | | | | | 603977 | 国泰集 | 3.21 | 3.62 | 4044.36 | 14.40 | | | 团 | | | | | | 001696 | 宗申动 力 | 1.68 | 3.97 | 4007.48 | 5.06 | | 002063 | 远光软 件 | 1.71 | 3.48 | 4002.45 | 11.31 | | 688151 | 华强科 技 | 17.17 | 7.80 | 3899.15 | 5.4 ...

资金流入比率方面，湖南天雁、长城军工、华强科技等流入比率居前，主力资金净流入率分别为 20.22%、9.65%、5.45%。（数据宝） 兵装重组概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600698 | 湖南天 雁 | 10.04 | 18.40 | 27145.58 | 20.22 | | 601606 | 长城军 工 | 10.00 | 12.47 | 24732.48 | 9.65 | | 002189 | 中光学 | 10.00 | 19.70 | 8202.96 | 5.39 | | 688151 | 华强科 技 | 17.17 | 7.80 | 3899.15 | 5.45 | | 000625 | 长安汽 车 | 0.47 | 0.56 | 727.98 | 1.24 | | 600178 | 东安动 力 | 6.05 | 17.31 | 350.23 | 0.30 | | 00226 ...

机构观点 巨丰投顾：周一市场震荡回暖，兵装重组概念涨幅居前。7月A股市场将迎来业绩、贸易与政策三大变 量的集中考验，市场波动率可能显著提升，但也孕育着重要的结构性机会。在此过程中，投资者宜追寻 相对确定性投资机会。以业绩为基本，以政策为基础，重点关注半导体设备、光伏组件等业绩确定性高 的硬科技板块，同时布局可能受益政策刺激的地产链、数字经济等方向。 沪深两市主要股指30日开盘涨跌不一，沪指微幅低开，深成指和创业板指高开。沪指盘初冲高回落，企 稳后震荡上扬；深市主要股指当日高开高走，深成指和创业板指早盘期间在未回补与上一交易日之间缺 口的情况下在相对高位窄幅整理，午后盘中有所回落，此后强势上扬，收盘时均显著上涨。 盘面上，军工股延续近期强势表现，板块指数已连续6个交易日收阳；脑机接口板块指数当日显著高 开，早盘期间震荡攀升，午后在高位窄幅整理；游戏股早盘期间波动上扬，午后在高位窄幅整理。当 日，光刻机、大飞机、BC电池、商业航天、培育钻石、外骨骼机器人、电子身份证等板块亦有较大幅 度上涨。银行、证券等金融股多有小幅下跌，但整体跌幅不大。 截至收盘，沪指报3444.43点，涨幅0.59%，成交额约5671亿元；深 ...

证券研究报告 2025 年 6 月 27 日 星期五 【A 股市场大势研判】 市场全天冲高回落，创业板指领跌 市场表现： | 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 | 上证指数分时图 | | --- | --- | --- | --- | --- | | 上证指数 | 3448.45 | -0.22% | -7.52 | | | 深证成指 | 10343.48 | -0.48% | -50.25 | | | 沪深 300 | 3946.02 | -0.35% | -14.05 | | | 创业板 | 2114.43 | -0.66% | -13.97 | | | 科创 50 | 989.97 | -0.57% | -5.64 | | | 北证 50 | 1424.56 | -0.91% | -13.07 | | 资料来源：东莞证券研究所，iFinD 数据 板块排名： | 申万一级涨幅前五 | | | 申万一级跌幅前五 | 热点板块 n | 涨幅前五 | 热点板块跌幅前五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 银行 | 1.01% ...

截至6月26日收盘，数字水印概念上涨1.32%，位居概念板块涨幅第10，板块内，19股上涨，吉大正 元、ST岭南等涨停，东方国信、锐科激光、金运激光等涨幅居前，分别上涨10.35%、5.13%、4.23%。 跌幅居前的有汉邦高科、中荣股份、ST易联众等，分别下跌1.69%、0.86%、0.72%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 8.73 | 光刻机 | -1.48 | | 电子身份证 | 2.89 | 共享单车 | -1.48 | | 国产航母 | 2.19 | 细胞免疫治疗 | -1.41 | | 军工信息化 | 2.05 | 脑机接口 | -1.40 | | DRG/DIP | 1.97 | 创新药 | -1.35 | | 数字货币 | 1.91 | 光刻胶 | -1.31 | | 跨境支付(CIPS) | 1.73 | CRO概念 | -1.26 | | 可燃冰 | 1.49 | 天津自贸区 | -1.22 | | 数据安全 | 1.33 | 仿制药一致性评价 | - ...

Market Performance - As of June 26, the DRG/DIP concept index rose by 1.97%, ranking fifth among concept sectors, with 16 stocks increasing in value [1] - Notable gainers included Kechuang Information, which hit a 20% limit up, and Huayu Software, Guoxin Health, and Digital Certification, which rose by 4.75%, 3.69%, and 3.50% respectively [1] - The sectors with the highest and lowest daily performance included the Military Equipment Restructuring concept at +8.73% and the Photolithography Machine concept at -1.48% [1] Capital Flow - The DRG/DIP concept sector saw a net inflow of 412 million yuan, with 14 stocks receiving net inflows, and 5 stocks attracting over 30 million yuan each [1] - Kechuang Information led the net inflow with 205 million yuan, followed by Guoxin Health, Huayu Software, and Digital Certification with net inflows of 69.67 million yuan, 64.82 million yuan, and 47.87 million yuan respectively [1] - The top three stocks by net inflow ratio were Kechuang Information at 20.10%, Guoxin Health at 13.05%, and Huayu Software at 11.15% [2]

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase of 8.73%, leading the concept sector in terms of growth, with six stocks rising, including Huachuang Technology and Zhongguang Optical, both reaching the daily limit [1][2] - The main stocks driving the military equipment restructuring concept include Hunan Tianyan, Changcheng Military Industry, and Huachuang Technology, which received substantial net inflows of main funds, with Hunan Tianyan leading at 76.89 million yuan [2][3] - The net inflow ratios for the leading stocks in the military equipment restructuring concept are 7.46% for Huachuang Technology, 5.48% for Changcheng Military Industry, and 4.42% for Hunan Tianyan, indicating strong investor interest [3] Group 2 - The military equipment restructuring concept has outperformed other sectors, with notable gains compared to declines in sectors like lithography machines and shared bicycles, which both fell by 1.48% [2] - The trading volume and turnover rates for the leading stocks in the military equipment restructuring concept are significant, with Hunan Tianyan showing a turnover rate of 24.56% and Changcheng Military Industry at 7.54% [3] - The overall market sentiment appears positive for the military equipment restructuring sector, as evidenced by the substantial net inflow of 153 million yuan into the sector today [2]

截至6月25日收盘，兵装重组概念上涨8.60%，位居概念板块涨幅第1，板块内，7股上涨，中光学、湖 南天雁、长城军工等涨停，华强科技、东安动力、长安汽车等涨幅居前，分别上涨13.48%、5.21%、 1.51%。 今日涨跌幅居前的概念板块 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002265 | 建设工 业 | 9.99 | 15.38 | 39679.93 | 25.28 | | 601606 | 长城军 工 | 10.00 | 17.27 | 34038.81 | 12.51 | | 600698 | 湖南天 雁 | 10.00 | 17.39 | 14069.94 | 12.74 | | 002189 | 中光学 | 10.00 | 7.07 | 13850.81 | 31.29 | | 000625 | 长安汽 车 | 1.51 | 1.15 | 9624.66 | 7.97 | | 688151 | 华 ...

截至6月25日收盘，军民融合概念上涨2.90%，位居概念板块涨幅第9，板块内，200股上涨，万里马、 国瑞科技、北方长龙等20%涨停，中兵红箭、中天火箭、泰豪科技等涨停，星辰科技、国科军工、华强 科技等涨幅居前，分别上涨25.62%、14.06%、13.48%。跌幅居前的有中京电子、*ST万方、襄阳轴承 等，分别下跌5.77%、5.04%、2.82%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 8.60 | 可燃冰 | -1.25 | | 互联网保险 | 4.17 | 草甘膦 | -0.78 | | 期货概念 | 4.12 | 俄乌冲突概念 | -0.69 | | 国产航母 | 3.92 | 页岩气 | -0.62 | | 互联网金融 | 3.70 | CRO概念 | -0.53 | | 信托概念 | 3.19 | 阿尔茨海默概念 | -0.51 | | 数字货币 | 3.12 | 仿制药一致性评价 | -0.35 | | 蚂蚁金服概念 | 2.97 | 重组蛋白 | -0.32 | ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601919 | 中远海控 | -0.66 | 1.32 | -27104.53 | | 603799 | 华友钴业 | -0.61 | 2.00 | -8378.94 | | 000426 | 兴业银锡 | 0.33 | 2.13 | -7787.58 | | 601857 | 中国石油 | -0.23 | 0.09 | -6916.72 | | 002828 | 贝肯能源 | -9.69 | 41.32 | -5266.28 | | 603619 | 中曼石油 | -6.41 | 14.21 | -4907.29 | | 000554 | 泰山石油 | -7.47 | 24.85 | -4507.44 | | 000933 | 神火股份 | -0.54 | 1.84 | -4427.49 | | 600026 | 中远海能 | -0.95 | 1.66 | -4229.57 | | 300157 | 新锦动力 | -6.32 | 21.63 | ...