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阅兵突出展示新域新质力量!光启技术午后涨停,国防军工ETF(512810)二度翻红!机构:关注新质战斗力
Xin Lang Ji Jin· 2025-08-20 06:39
8月20日午后,国防军工板块再发力,代码有"八一" 的国防军工ETF(512810)再度拉升翻红,交投加 速活跃,成交突破1亿元。值得关注的是,昨日512810单日获超5200万元净申购。 成份股方面,光启技术午后涨停封板,奥普光电、钢研高纳、铂力特涨幅居前。主要拖累系中国船舶, 现跌逾3%居首。 【"八一"军工,大展宏图】代码有"八一"的国防军工ETF(512810)兼顾传统主战力量与新域新质力 量,覆盖"商业航天 + 低空经济 + 大飞机 + 深海科技 + 军用AI + 可控核聚变"等诸多热门题材,同时是 融资融券标的+互联互通标的,是一键投资国防军工核心资产的高效工具。 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 ...
阅兵将实现多个“首次”!国防ETF(512670)交投活跃
Xin Lang Cai Jing· 2025-08-20 05:25
Group 1 - The upcoming military parade will feature multiple "firsts," with a significant proportion of new domestic military equipment being showcased for the first time [1] - The air force formation will include all current main battle aircraft types, highlighting several key equipment that have garnered public attention [1] - As of August 20, 2025, the CSI Defense Index (399973) shows mixed performance among its constituent stocks, with Steel Research High-tech (300034) leading with a 3.06% increase [1] Group 2 - Historical analysis since the 18th National Congress in 2012 indicates that "parade market trends" typically begin 1-2 months prior to the event, with military industry indices rising in the two months leading up to previous parades [1] - The strength of the military "parade market" is influenced by overall market conditions, risk appetite, and the scale of the parade, with the 2015 "Nine-Three Parade" yielding an 84% excess return due to its large scale and strong market rebound [1] - The military sector may face short-term adjustment pressure post-parade, but long-term trends will be driven by the fundamentals of the military industry [1] Group 3 - The Defense ETF closely tracks the CSI Defense Index, which includes listed companies under the ten major military groups and those providing equipment to the armed forces [2] - As of July 31, 2025, the top ten weighted stocks in the CSI Defense Index account for 43.88% of the index, with notable companies including AVIC Shenyang Aircraft (600760) and AVIC Engine (600893) [2] - The Defense ETF has the lowest management and custody fees among its peers at 0.40%, making it the only one in its category [2]
不只智选,布局“空天地海”,“赢”在科技未来
Zheng Quan Shi Bao Wang· 2025-08-18 11:33
Core Viewpoint - The article emphasizes the transformative potential of "hardcore technology" across various sectors, including low-altitude economy, commercial aerospace, artificial intelligence, and deep-sea technology, presenting significant investment opportunities for investors who can understand trends and utilize the right tools [1][2]. Group 1: Investment Opportunities - The low-altitude economy is projected to reach 3.5 trillion yuan by 2035, with eVTOL (electric vertical takeoff and landing aircraft) entering large-scale production [4][5]. - The satellite internet sector is expected to see a market space of 831.3 billion yuan from 2023 to 2027, driven by the urgent need for satellite communication infrastructure [5]. - The humanoid robot market in China could reach 1.6 trillion yuan in industrial manufacturing and 1.9 trillion yuan in service sectors by 2035, indicating a significant growth trajectory [5]. - Deep-sea technology is gaining attention, with government support aimed at high-quality development of the marine economy, marking it as a key area for investment [6]. Group 2: Investment Products - The "空天地海" (Air, Space, Land, Sea) product matrix includes various investment tools such as the General Aviation ETF and Satellite ETF, which are the first and largest in their categories [3][8]. - Active management products like 永赢低碳环保智选A and 永赢高端装备智选A focus on specific sectors within hardcore technology, allowing for targeted investment strategies [3][8]. - The investment strategy emphasizes a combination of passive index funds and actively managed funds to cater to different investor needs and risk profiles [10][12]. Group 3: Market Trends - The military industry has seen a significant increase, with the military index rising over 20% from June to August, indicating a shift towards technology-driven growth rather than speculative trading [4]. - The article highlights the importance of understanding the intersection of "new combat power" and "new productive forces," where military technology converges with civilian markets, creating new investment avenues [4][5]. Group 4: Strategic Insights - The investment approach is based on a forward-looking perspective, focusing on structural opportunities in emerging industries, rather than chasing short-term trends [11][12]. - The investment team combines industry experts and fund managers to ensure informed decision-making based on deep industry insights and market responsiveness [12]. - The commitment to long-term investment and risk management is emphasized as a core principle guiding the investment strategy in hardcore technology [12][14].
不只智选,布局“空天地海”,“赢”在科技未来
券商中国· 2025-08-18 11:19
Core Viewpoint - The article emphasizes that the investment opportunities in the new era driven by hard-core technology will belong to investors who can understand trends and utilize the right tools [1][2]. Group 1: Investment Opportunities in Hard-Core Technology - The article highlights the ongoing technological revolution across "air, space, land, and sea," driven by advancements in low-altitude economy, commercial aerospace, artificial intelligence, and deep-sea technology [1]. - Historical trends indicate that investors who align with national policy directions and industrial transformations can reap significant rewards, similar to past investments in the internet and semiconductor sectors [1]. - The low-altitude economy is projected to reach 3.5 trillion yuan by 2035, with eVTOL (electric vertical takeoff and landing aircraft) entering large-scale production [6]. - The satellite internet sector is expected to see a market space of 831.3 billion yuan from 2023 to 2027, driven by the need for satellite communication as a foundation for 6G technology [6]. - The humanoid robot market in China is anticipated to reach 1.6 trillion yuan in industrial manufacturing and 1.9 trillion yuan in service sectors by 2035 [6]. - Deep-sea technology is gaining attention, with government support aimed at high-quality development of the marine economy [7]. Group 2: Investment Tools and Strategies - The article discusses the creation of an "air, space, land, and sea" investment matrix by Yongying Fund, which includes six distinct products designed to facilitate investment in these emerging sectors [8][9]. - The matrix consists of both passive index funds and actively managed funds, allowing investors to efficiently target core value segments within the industry [9]. - The index products, such as the General Aviation ETF and Satellite ETF, are the first of their kind in the market, focusing on low-altitude economy and satellite communication respectively [9]. - Active products like Yongying Low Carbon Environmental Selection A and Yongying Advanced Manufacturing Selection A are tailored to capture growth in specific hard-core technology fields [9]. - The investment strategy emphasizes a forward-looking approach, focusing on structural opportunities in emerging industries rather than merely chasing market trends [14][15]. Group 3: Future Outlook - The article concludes with a vision of a future where advancements in eVTOL, humanoid robots, satellite networks, and deep-sea resources significantly transform daily life and economic structures [16]. - Public funds are positioned as key players in supporting national technological independence and industrial upgrades, connecting ordinary investors with capital markets [16].
苏州警方亮出今年上半年“平安答卷”
Su Zhou Ri Bao· 2025-08-14 11:05
Core Viewpoint - Suzhou police are implementing various innovative measures to enhance public safety, support economic development, and improve the overall security environment in the city, with a focus on addressing citizens' concerns and optimizing the business environment [1][2][3][4][5][6][7] Group 1: Public Safety Initiatives - Suzhou police have launched the "Kunlun 2025" special action to ensure food safety, resulting in a 57% year-on-year decrease in water-related crimes [2] - The city has established a patrol and control system with 86 police workstations and over 200 armed patrol vehicles, leading to a 9.3% decrease in property crime on the roads since June [2] - Daily interceptions of fraudulent calls average 38,000, with a 38.5% increase in recovered economic losses, totaling 260 million yuan [2] Group 2: Business Environment Optimization - The police have set up 347 police-enterprise service stations to address urgent issues faced by businesses, recovering over 2 billion yuan in economic losses this year [3] - A collaboration with various departments has led to 4,125 companies being included in a key support list, providing tailored services to over 2,000 employees [3] - The police are enhancing regulatory mechanisms for new industries, such as drone operations and ride-sharing, while reducing labor mediation disputes by 45.9% [4] Group 3: Technological Advancements - The police are advancing the "Smart Police" initiative, deploying 36 essential policing models to improve efficiency in crime fighting and community policing [7] - A "Drowning Prevention Intelligent Early Warning System" has been developed, resulting in 687 effective warnings and 59 successful rescues this year [7] - The implementation of AI-driven services has doubled the efficiency of administrative processes, saving over 36,000 days of processing time for citizens [6]
阅兵临近,军工板块反复活跃,航空航天ETF(159227)规模再创新高
Mei Ri Jing Ji Xin Wen· 2025-08-13 07:21
8月13日午后,军工板块继续上扬,航空航天ETF(159227)盘中交投活跃,截至14点44,成交额达 1.39亿元,稳居同标的第一。持仓股长城军工、内蒙一机涨停,中兵红箭、海兰信北方导航、建设工 业、航天晨光等跟涨。 航空航天ETF(159227)近期持续获资金净流入,最新规模达8.7亿元,创成立以来新高,位居同标的 第一。 9月阅兵临近,军工板块预期持续升温,回调或迎布局机遇。国金证券表示,阅兵在即,军贸出海,下 半年行业景气反转,叠加"十五五"新质战斗力,我们持续看好军工板块投资机会,建议关注阅兵、军 贸、新质战斗力相关标的。 航空航天ETF(159227)跟踪国证航天指数,申万一级军工行业占比高达97.86%,是全市场军工含量最 高的指数,聚焦军工细分空天力量,成分股覆盖战斗机、运输机、直升机、航空发动机、导弹、卫星、 雷达等全产业链龙头,完美契合"空天一体"的战略方向。自2024年7月31日到2025年7月31日,国证航天 指数收益率37.28%,超过中证国防指数(33.06%)、中证军工指数(30.4%)和军工龙头指数 (26.78%)。 (文章来源:每日经济新闻) 申万宏源证券表示,9月3日阅兵 ...
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 ...
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
Xin Lang Ji Jin· 2025-08-07 05:49
Core Viewpoint - The defense and military industry sector experienced a pullback on August 7, despite a recent surge, with the high-profile defense ETF (512810) opening at a three-and-a-half-year high but subsequently fluctuating below that level [1][3]. Group 1: ETF Performance - The defense ETF (512810) saw a trading volume exceeding 1.28 billion yuan, maintaining strong market interest despite the pullback [1]. - The ETF recorded a net subscription of 21.42 million yuan at the end of the previous trading day, accumulating over 160 million yuan in net inflows over the past ten days, with its total fund size surpassing 1 billion yuan for the first time, reflecting an annual increase of over 83% [1][5]. Group 2: Stock Movements - Among the constituent stocks, Western Materials fell over 8%, while several stocks that had surged previously also saw declines, including Aerospace Science and Technology, which dropped over 3%, and Construction Industry, which fell over 4% [3]. - Conversely, there were notable gains, such as the stock of 712, which hit the daily limit, and Great Wall Military Industry, which rose by 9%, reaching a new historical high [3]. Group 3: Market Sentiment and Future Outlook - With the upcoming September 3 military parade, market sentiment remains optimistic, as investors continue to bet on the future of the defense and military sector [3]. - Analysts from various brokerages, including CITIC Securities and Zhongyou Securities, believe that the fundamentals of the defense and military sector are beginning to recover, with catalysts expected to materialize in the first half of 2025 [5]. - The latest research from Shenwan Hongyuan Securities emphasizes the potential for continued upward movement in the sector, driven by the "14th Five-Year Plan" and military trade expectations [5].
突然,全线暴拉!A股,集体异动!
券商中国· 2025-08-06 07:18
Core Viewpoint - The military industry stocks have experienced a significant surge, driven by strong orders and production acceleration, with expectations for continued high performance in the second half of the year [1][6][7]. Group 1: Market Performance - On August 6, A-share indices rose, with military concept stocks seeing a notable increase; the aircraft carrier index rose nearly 4%, and the military information index increased over 3% [1]. - Major military stocks such as China Shipbuilding and China Shipbuilding Heavy Industry reached their daily limit, with over 20 stocks rising by more than 10% [1][2]. - The trading volume for China Shipbuilding exceeded 8.4 billion yuan, while China Shipbuilding Heavy Industry's trading volume surpassed 4.8 billion yuan [3]. Group 2: Company Developments - China Shipbuilding announced a significant asset restructuring project, with plans for a merger with China Shipbuilding Heavy Industry, leading to a temporary suspension of trading starting August 13 [4]. - The second domestically built large cruise ship, "Aida Huacheng," has entered the equipment debugging phase, with over 80% of the project completed and scheduled for delivery in 2026 [5]. Group 3: Industry Outlook - The military industry is entering an upward cycle, with strong demand for production and delivery, and the upcoming "9·3" military parade expected to catalyze further interest in military stocks [6][7]. - The "14th Five-Year Plan" is anticipated to open new growth opportunities for the military sector, with a focus on new combat capabilities and military trade [7]. - Analysts predict that the military industry will see a recovery in fundamentals and sentiment, with expectations for improved performance in the second half of the year compared to the first half [7].
新质军工反复活跃,军工信息化、军民融合、商业航天领涨!通用航空ETF(159378)、卫星ETF(159206)持续上攻!
Xin Lang Cai Jing· 2025-08-06 05:09
Group 1 - The military industry sector is experiencing renewed activity, with significant gains in military information technology, military-civilian integration, and commercial aerospace sectors [1] - The General Aviation ETF (159378) rose by 1.78%, with constituent stock Chengxi Aviation increasing over 14%, while the Satellite ETF (159206) increased by 1.69%, with constituent stock Jiayuan Technology hitting the daily limit [1] - Guojin Securities expresses optimism for the military sector, anticipating a reversal in industry prosperity in the second half of the year, driven by upcoming military parades and military trade opportunities [1] Group 2 - Recent advancements in unmanned equipment, including the first disclosure of drone "swarms" and ground machine "wolf packs," signify breakthroughs in China's army's intelligent construction [2] - The launch of low-orbit satellites and the upcoming tests of new recoverable commercial rockets are expected to significantly reduce costs and boost satellite development [2] - The low-altitude economy and commercial aerospace are emerging as new productive forces within the military industry, benefiting from the recovery of traditional military sectors and expanding civil market demands [2]