《脊梁》回顾了哈军工创建、分建、改建历程，《九歌·国殇》以楚乐风格谱曲抒发爱国情怀， 《为国听海》讲述了中国工程院院士、哈工程教授杨士莪为国听海的故事，《黑土地》唱响哈军工人扎 根黑土、服务龙江的爱国奉献精神，《雪韵》蕴含哈军工为国铸剑、攻坚克难的奋进姿态，《山河长 歌》用歌曲诠释祖国的壮美山河与青年一代的报国志向。 六个乐章既有灵动活泼的曲调，也有浑厚激昂的气势，旋律时而流畅优美、时而铿锵有力，通过声 部的交织与和声的堆叠，将哈军工的精神内涵与艺术表演深度融合，生动演绎了哈工程人赓续红色血 脉、传承红色基因，在强国建设、民族复兴伟业中的使命担当。 近日，哈尔滨工程大学（以下简称"哈工程"）弘扬哈军工精神艺术公开课暨原创合唱套曲《丹心铸 剑》首演，海之韵合唱团用音乐讲述哈军工故事，用歌声唱响奋进强音，引领观众在歌声穿越70年历史 时空，在音乐中感悟哈军工精神。 哈军工是哈工程的前身。《丹心铸剑》由哈工程国家大学生文化素质教育基地教师王维指导，智能 学院温金翰作曲、人文学院张琳婧作词，海之韵合唱团历经1年时间精心打造。该套曲由《脊梁》《九 歌·国殇》《为国听海》《黑土地》《雪韵》《山河长歌》六首曲目构成，以曲目 ...

中国银河（601881）证券发布2025年军工板块中期策略表示，短期看，首先，第二季度财报季预期改 善。随着第一季度订单放量，高库存背景下，第二季度部分中上游企业业绩端或将改善，并逐步向中下 游传导；其次，预计军工元器件6月份订单将扭转下行趋势，下半年订单增速有望随年内二次需求释放 而逐步转正。中期看，2025年恰逢抗日战争暨世界反法西斯战争胜利80周年，第三季度行业催化剂有望 增多，叠加第二季度部分公司财报预期向好，结构性机会将涌现。长期看，印巴冲突擦亮中国军工名 片，军贸迎来"Deepseek"时刻，内需+军贸共振，军事装备需求空间打开。此外，2027年建军百年近在 咫尺，三年高景气有望延续。 ...

军工行情当下如何参与？20250703 摘要 军工板块自 5 月初以来涨幅显著，位列申万一级行业第二，受益于国内 政策周期、地缘政治及安全需求上升，以及中国国际军贸地位的提升。 宏观层面，中国军费开支虽保持个位数增长，但占 GDP 比重仍有提升空 间，十四五收官之年预计订单集中交付将推动内需改善，地缘冲突加剧 全球对安全的需求。 中观层面，军工板块景气度持续改善，从上游元器件、军工电子到兵装 和航空装备均处于爬坡或底部回升状态，台股 MLCC 龙头营收同比增速 回升，海绵钛价格同比降幅收窄。 微观层面，一季报显示部分细分行业进入补库阶段，航空装备和军工电 子订单显著回升，产能加速出清迹象明显，现金流压力公司占比见顶回 落及资本开支强度指标下降。 公募基金对军工行业超低配情况明显，配置系数已回落至 2016 年以来 中枢附近水平，不拥挤，散户、融资及 ETF 资金均有明显净流入，在关 键节点上融资和 ETF 大量流入成为先行指标。 Q&A 今年以来军工板块表现如何？有哪些驱动因素？ 今年以来，军工板块表现强劲，尤其是在 5 月初的印巴空战和 6 月中的伊以冲 突期间，军工板块走出了两波凌厉行情。年初至今，军工指 ...

齐鲁晚报·齐鲁壹点记者 赵世峰 第55届巴黎航展于6月16日至22日在巴黎的勒布尔歇机场举行。据路透社报道，由于参展的以色列企业 不配合法国安全机构提出的从展台移走攻击性武器或动能武器的要求，法国政府要求展会"关闭"这几个 以方展台，主办方随即在展台外围竖起"黑墙"。 被"关闭"的是以色列埃尔比特系统公司、拉斐尔先进防务系统有限公司、以色列航空工业公司和尤维申 公司的展台。另外三个没有展示硬件的以方企业小展台，以及以色列国防部的展台正常开放。 埃尔比特系统公司、拉斐尔先进防务系统有限公司和航空工业公司是以色列最大的三家防务企业，约占 该国防务出口份额的70%。2024年前三季度，这三家公司的积压订单总额达到630亿美元，比2023年全 年总量增长逾25%。 以色列国防部表示，展会主办方的行动是在以色列国防官员和公司完成展位布置后，于夜间秘密实施 的，黑色墙面将以色列展馆与其他展馆隔开。巴黎航展开幕当天，以色列国防部谴责主办方的举动"令 人愤怒、史无前例"，要求法方立即撤下黑墙。以国防部还说，法方以政治和商业考虑为借口把以色列 攻击性武器排除在国际展会之外，以避免与法国企业制造的武器竞争，这一做法"难看且不恰当 ...

数据是个宝 数据宝 投资少烦恼 当"金凤凰四点"以51.76%的总收益率攀升至"券中实盘大赛"轻量组第二名时，这位来自重庆的资深股民正在用自己的故事诠释着资 本市场的残酷与魅力。本次比赛他从小资金起步，创下过单日收益率20.80%的惊人收益，收益曲线自6月23日起持续上扬，目前以 100%的胜率表现成为赛场焦点。 从爆仓谷底到策略重生 "1998年入市时，我从没想过会在2023年经历那场'断崖式坠落'。"这位老股民的声音里带着释然。巅峰时期轻松赚到90万元资金曾 让他极度膨胀，却因加杠杆与急功近利的心态瞬间爆仓。"整整一年，我把自己关在家里复盘，不是为了翻本，而是想弄明白哪里 错了。" 校对：冉燕青 "不要等爆仓才学会风控，赛场就是最好的试炼场！"。翻开他的收益率详情， 20.80%的单日爆发并非偶然：本周以来的收益率 49.32%，到月收益率5.46%，每一笔交易都暗合他"截断亏损，让利润奔跑"的原则。更难得的是，在剧烈波动的市场中，他的最大 回撤始终保持为0，用数据证明了风险控制的重要性。 下一个逆袭者可能就是你 "偶然刷到赛事宣传就报名了，别的没想太多。"金凤凰四点"的经历印证了那句话：股市从不缺乏故事 ...

7月3日，深圳国资系上市公司ST特信（000070.SZ）发布公告，公司已就行政处罚决定所涉事项对相应 年度财务会计报告进行追溯重述，并针对投资者索赔事项充分计提预计负债。目前，导致公司其他风险 警示的因素已经消除，且自行政处罚决定书作出之日起即将满12个月，公司将于7月7日向深交所申请撤 销股票交易其他风险警示。 财务造假致"披星戴帽"，多名前高管被重罚 2024年，特发信息因财务造假问题被推上风口浪尖。调查显示，公司子公司特发东智为完成2015年收购 时的业绩对赌承诺，通过跨期调节成本、虚构业务等手段虚增利润，五年间累计虚增利润总额1.49亿 元，导致2015-2019年年报存在虚假记载。 | 本公司及董事会全体成员保证信息披露的内容真实、准 | | --- | | 确、完整,没有虚假记载、误导性陈述或重大遗漏。 | 业绩受财务造假影响仍低迷，摘帽后仍面临挑战 业绩方面，2024年，特发信息实现营收44.09亿元，同比下降10.69%；归母净利润亏损4.03亿元，同比 下降47.74%。利润减少的主要原因是并购子公司及智慧城市创展基地项目市场拓展不及预期，本期对 所涉及的商誉及相关资产计提减值准备。 不过 ...

Group 1 - The average return of active equity funds in the first half of the year reached 7.36%, with over 70% of funds achieving positive returns [1][2] - Notable performers include funds focused on the North Exchange and the pharmaceutical sector, with top funds achieving returns of 82.45% and 75.18% respectively [2] - There is a significant performance disparity among active equity funds, with the best and worst performers showing a difference of over 103% in returns [3] Group 2 - Analysts express a cautiously optimistic outlook for the market in the second half of the year, anticipating a potential upward trend amid easing tariff concerns and improved risk appetite [4] - Structural investment opportunities are expected to emerge in technology, new consumption, and stable dividend sectors, with a focus on areas like AI applications and semiconductor industries [5] - The market sentiment has improved significantly as the Shanghai Composite Index has successfully surpassed the 3400-point mark, although caution is advised regarding crowded trades in certain sectors [5]

Group 1: Brokerage Performance - In the first half of the year, 27 out of 34 brokerage firms' stock selection portfolios reported positive returns, accounting for nearly 80% [2][4] - Huaxin Securities and Dongxing Securities led with returns exceeding 30%, at 35.59% and 34.72% respectively [3][4] - The top-performing stocks in June included Giant Network, which saw a monthly increase of 63.09%, and Shenghong Technology, with gains over 50% [4][5] Group 2: Fund Performance - Active equity funds achieved an average return of 6.78% in the first half of the year, with over 80% reporting positive returns [9][10] - Notably, 347 funds had returns exceeding 20%, and 50 funds surpassed 40%, with 11 funds achieving over 60% [9][10] - The top-performing fund was the CITIC Construction North Exchange Selected Mixed Fund, with a return of 82.45% [10] Group 3: Investment Outlook - Brokerages expect the A-share market to trend upwards in the second half, focusing on emerging technology sectors and maintaining dividend assets as core holdings [7][8] - Key sectors for investment include AI, defense, and high-tech manufacturing, with a shift towards core asset trends anticipated [8] - Fund managers are optimistic about opportunities in AI, pharmaceuticals, and consumer sectors, suggesting a proactive investment strategy [11][12] Group 4: Macro Economic Insights - External factors have shown that Chinese assets are increasingly attractive, with resilience being a key characteristic of the macro economy [13][14] - Consumer performance has exceeded expectations, supported by policies like the trade-in subsidy, while exports have also remained strong [14] - The influx of southbound capital into Hong Kong stocks has been significant, with net inflows reaching 731.19 billion HKD, indicating robust market interest [17]

Group 1: Carbon Fiber - Carbon fiber is a crucial material in modern warfare, enhancing the performance of military equipment due to its high strength, low density, and excellent thermal and electrical properties [4][6][10] - The development of carbon fiber began in the 1860s, and it is often referred to as "black gold" due to its high practical value and manufacturing complexity [6][7] - The use of carbon fiber composite materials has significantly improved the performance of advanced military aircraft like the F-35, where it constitutes up to 35% of the aircraft's structure [9][10] Group 2: Metamaterials - Metamaterials are engineered to have properties not found in naturally occurring materials, offering revolutionary applications in military technology, particularly in stealth and radar evasion [14][18] - Recent advancements in metamaterials have led to significant developments in stealth technology, enabling military assets to avoid detection by radar and other sensors [18][19] - The research and application of metamaterials are expected to transform future combat scenarios by enhancing the capabilities of various military platforms [24][25] Group 3: Graphene - Graphene is recognized as the strongest and thinnest known material, with exceptional electrical and thermal conductivity, making it highly valuable in military applications [28][30] - The U.S. and other developed nations are investing heavily in graphene research for its potential use in advanced military technologies, including high-performance sensors and lightweight armor [31][32] - Graphene's unique properties could lead to significant improvements in military computing and sensor technologies, enhancing operational capabilities [30][33] Group 4: Armor Protection Materials - The demand for advanced armor protection materials has increased due to the evolving nature of modern warfare, necessitating improvements in military vehicle protection [36][37] - Various materials, including ballistic glass, steel, ceramics, and high-strength fibers, are utilized in military armor systems to enhance protection against modern threats [38][41] - The development of composite armor systems that integrate multiple materials is becoming a standard practice to achieve optimal protection while minimizing weight [41][42] Group 5: Stealth Coatings - Stealth coatings are critical for reducing the detectability of military assets by controlling their observable characteristics across various detection methods [47][49] - These coatings can be classified into several types, including radar-absorbing, infrared, and visible light stealth coatings, each designed to mitigate specific detection risks [51][52] - The ongoing development of multi-functional stealth materials is essential for enhancing the survivability of military platforms in increasingly complex combat environments [58][63] Group 6: 3D Printing in Defense - 3D printing technology is emerging as a transformative force in the defense sector, enabling rapid prototyping and production of complex military components [66][67] - The U.S. military is integrating 3D printing into its supply chain to improve maintenance and operational efficiency for aircraft and other military equipment [71][74] - This technology allows for the production of parts on-demand, reducing lead times and costs associated with traditional manufacturing methods [67][71]

西部超导688122 时间: 2025年7月2日星期三 63.31分综合得分 较强 趋势方向 主力成本分析 51.16 元 当日主力成本 51.23 元 5日主力成本 49.36 元 0次 跌停 0 次 20日主力成本 48.64 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 北向资金数据 | 持股量2206.71万股 | 占流通比3.39% | | --- | --- | | 昨日净买入-31.39万股 | 昨日增仓比-0.048% | | 5日增仓比-0.177% | 20日增仓比-0.216% | 技术面分析 52.13 短期压力位 50.06 短期支撑位 52.13 中期压力位 47.13 中期支撑位 目前短线趋势不慎明朗，静待主力资金选择方向； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年07月02日的资金流向数据方面 | 主力资金净流出874.85万元 | | --- | | 占总成交额-2% | | 超大单净流出763.96万元 | | 大单净流出110.89万元 | | 散户资金净流出347.96万 | 关联行业/概念板块 有色金属 0. ...