军工概念

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A股收评:沪指低开高走涨0.45% 全市场近百股涨超9%
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-06 07:23
市场全天震荡走高,三大指数小幅上涨。截至收盘,沪指涨0.45%,深成指涨0.64%,创业板指涨 0.66%。 沪深两市全天成交额1.73万亿,较上个交易日放量1380亿。 盘面上,市场热点较为杂乱,个股涨多跌少,全市场超3300只个股上涨,近百股涨超9%。 从板块来看,PEEK材料概念股集体爆发,中欣氟材2连板。 军工股再度大涨,长城军工5天4板。 机器人概念股震荡走强,中大力德等多股涨停。 下跌方面,医药股展开调整,翰宇药业等多股跌超5%。 沪深两市成交额合计1.73万亿元,较上一交易日放量约1379.87亿元。其中,沪市成交额7072.21亿元, 深市成交额1.03万亿元。 中国船舶成交额居首,为84.57亿元。其后是胜宏科技、山河智能、北方稀土、新易盛,成交额分别为 68.38亿元、65.01亿元、57.89亿元、57.25亿元。 | 序号 | (488) | 名称 | 现价 | 涨跌 | 新筑候 | 提幅 | 看演 | 最低 | 量比 | 换手率 | 成交量 | 成交疑 ▼ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...
近百股涨超9%
财联社· 2025-08-06 07:15
Core Viewpoint - The A-share market experienced a slight upward trend today, with all three major indices rising, indicating a positive market sentiment despite mixed sector performances [1][3]. Group 1: Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion, an increase of 138 billion compared to the previous trading day [1][6]. - The Shanghai Composite Index rose by 0.45%, the Shenzhen Component Index increased by 0.64%, and the ChiNext Index gained 0.66% [3]. Group 2: Sector Performance - Key sectors that saw significant gains included PEEK materials, military industry, humanoid robots, and photolithography machines [2]. - Conversely, sectors that experienced declines included traditional Chinese medicine, tourism, and innovative pharmaceuticals [2]. Group 3: Stock Movements - Over 3,300 stocks in the market rose, with nearly 100 stocks increasing by over 9% [1]. - Notable performers included military stocks, with Changcheng Military Industry achieving a five-day streak of gains, and several stocks in the robot sector hitting the daily limit [1]. - In contrast, pharmaceutical stocks faced adjustments, with companies like Hanyu Pharmaceutical dropping over 5% [1].
“含航量”最高的航空航天ETF天弘(159241)大涨2.7%,2025商业航天产业技术创新发展论坛在哈启幕
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-06 05:37
Group 1 - The military industry concept remains active, with the aerospace ETF Tianhong (159241) rising by 2.75% and trading volume exceeding 650 million yuan, indicating sustained trading activity [1] - Key stocks within the ETF include Changcheng Military Industry reaching the daily limit, Inner Mongolia First Machinery Group up over 8%, and Construction Industry up over 7%, with several others also showing significant gains [1] - As of August 5, the Tianhong aerospace ETF has a year-to-date share change rate of 101.96%, leading among similar products [1] Group 2 - The 2025 Commercial Aerospace Industry Technology Innovation Development Forum held in Harbin highlighted the innovative vitality and development potential of China's commercial aerospace sector, with experts noting a shift from technology validation to large-scale application, potentially unlocking a trillion-level market [2] - Dongfang Securities expresses continued optimism for the military industry, emphasizing the importance of upstream components and key raw materials in weaponry development and production, which are expected to benefit from amplified demand transmission effects [2]
刚刚,大涨!
中国基金报· 2025-08-06 04:54
Market Overview - The Shanghai Composite Index stabilized above 3600 points, with the index rising by 0.27% to close at 3627.54 [2][4] - The total market capitalization reached 58.16 trillion [3] Sector Performance - The robotics sector led the market with a significant increase, particularly the PEEK materials concept index, which rose over 8% [5][9] - The military industry sector also showed strong performance, with various sub-concepts such as aircraft carriers and military information technology experiencing notable gains [5][15] - Conversely, previously popular sectors like Tibet revitalization and water conservancy construction saw substantial declines [5][6] Notable Stocks - Companies in the robotics sector, such as Yushun Technology, launched new products, contributing to positive market sentiment [12][13] - Specific stocks like Huami New Materials and Xinchao New Materials saw significant price increases, with Huami New Materials hitting a limit up of 30cm, reflecting a 29.96% rise [10][11] - Military stocks like Changcheng Military and Aerospace Technology recorded limit up performances, with Changcheng Military achieving three consecutive limit ups [15][17] Upcoming Events - The World Robot Conference will be held from August 8 to 12, showcasing over 1500 exhibits from more than 200 domestic and international robotics companies [13]
直线拉升20%涨停!A股这一赛道,集体爆发
Zheng Quan Shi Bao· 2025-08-06 04:30
国防军工股早盘爆发,其中国瑞科技拉升封于20%涨停 。 人形机器人概念也强势上攻,多股涨停。 今日早盘,A股围绕昨日收盘点位反复震荡,上证指数、深证成指、创业板指等均在红绿之间转换多次,成长股表现活跃,中证1000再创近2年半来新 高。上涨个股略多于下跌个股,成交保持稳定。 | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | 1 | 3627.54 | 9.94 | 0.27% | | 深证成指 | 2 | 11158.42 | 51.47 | 0.46% | | 北证50 | 3 | 1455.69 | 18.91 | 1.32% | | 万得全A | 4 | 5669.34 | 24.08 | 0.43% | | 251655 | 5 | 1058.88 | 5.24 | 0.50% | | 创业板指 | 6 | 2352.58 | 9.21 | 0.39% | | 沪深300 | 7 | 4110.68 | 7.23 | 0.18% | | 中证500 | 8 | 6339.87 | 36.63 | 0.58% | 盘 ...
军工股,大爆发
财联社· 2025-08-06 03:53
Market Overview - A-shares experienced narrow fluctuations in the morning session, with the three major indices showing slight increases. The Shanghai and Shenzhen markets had a half-day trading volume of 1.06 trillion, an increase of 52.5 billion compared to the previous trading day. The Shanghai Composite Index closed at 3627.54 points [1]. Sector Performance - The PEEK materials concept stocks continued to surge, with Zhongxin Fluorine Materials achieving two consecutive trading limits. Military stocks also saw significant gains, with Great Wall Military Industry hitting four trading limits in five days. Liquid cooling server concept stocks rose sharply, with Kexin Innovation Source reaching a 20% trading limit. Conversely, pharmaceutical stocks underwent adjustments, with companies like Hanyu Pharmaceutical seeing declines of over 5% [3]. - The sectors with the highest gains included PEEK materials, military, liquid cooling servers, and humanoid robots, while the sectors with the largest declines included traditional Chinese medicine, Tibet-related stocks, innovative pharmaceuticals, and film and television [3]. - By the end of the session, the Shanghai Composite Index rose by 0.27%, the Shenzhen Component Index increased by 0.46%, and the ChiNext Index gained 0.39% [3].
A股震荡盘整,PEEK材料再爆发,上纬新材低开超16%,焦煤涨超6%,港股走低,新消费概念反弹
Hua Er Jie Jian Wen· 2025-08-06 02:29
8月6日,A股早盘震荡盘整,三大股指震荡上涨,,PEEK材料继续爆发,军工股活跃。港股早盘低开,恒指、恒科指走 低,苹果概念股走高,新消费股反弹。债市方面,国债期货多数上涨。商品方面,国内商品期货走高,焦煤涨超5%。核心 市场走势: A股:截至发稿,沪指涨0.06%,深成指涨0.12%,创业板指涨0.10%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3619.91 | 2.32 | 0.06% | | 399001 | 深证成指 | 14 11 | 11119.87 | 12.91 | 0.12% | | 399006 | 创业板指 | 12 5m | 2345.65 | 2.27 | 0.10% | | 000300 | 沪深300 | | 4102.12 | -1.33 | -0.03% | | 000016 | FIFFSO | | 2791.51 | 0.78 | 0.03% | | 000680 | 科创得指 | | 1354.06 | 1.69 | 0.1 ...
军工概念股走强,军工相关ETF涨超2%
Mei Ri Jing Ji Xin Wen· 2025-08-06 02:14
Group 1 - The military industry stocks have shown strong performance, with China Shipbuilding rising over 8%, China Heavy Industry increasing over 7%, and AVIC Xi'an Aircraft Industry rising over 2% [1] - Military-related ETFs have also seen gains, with an increase of over 2% [1] Group 2 - Specific military ETFs are performing well, with the leading military ETF (512680) priced at 1.265, up 0.030 or 2.43%, and other ETFs like 512660 and 512560 also showing positive changes of 2.32% and 2.17% respectively [2] - Analysts forecast that by 2025, the military industry is expected to experience a turning point in orders, driven by new technologies aimed at enhancing equipment performance or reducing costs, as well as new markets arising from military trade and military technology conversion [2]
盘中必读|今日共68股涨停,沪指收涨0.96%重回3600点,机器人概念大涨
Xin Lang Cai Jing· 2025-08-05 07:27
盘面上,机器人概念大涨,PEEK材料方向领涨,新瀚新材、中欣氟材等涨停;中马传动、新泉股份、 先锋电子、爱仕达、日海智能、朗特智能、正裕工业、顺威股份、东杰智能、永和智控等近20股涨停; 雅下水电站概念局部活跃,山河智能、马钢股份、文科股份等涨停;新能源车概念异动拉升,众泰汽 车、申达股份、朗博科技等涨停;军工概念延续强势,国机精工、长城军工、北纬科技等涨停。下跌方 面,医药、影视等板块跌幅居前。 8月5日,A股三大指数集体收涨,沪指重回3600点,再创年内收盘新高;截至收盘,上证指数涨 0.96%,深证成指涨0.59%,创业板指涨0.39%;北证50涨0.25%。沪深两市成交额约15960.81亿元,较 前一个交易日放量约975.31亿元。整体来看,个股涨多跌少,全市场3903只股票上涨、1327只股票下 跌。 ...
ST警报拉响!中船应急将被罚400万元 业绩承压股价近两个月逆势涨超60%
Mei Ri Jing Ji Xin Wen· 2025-07-31 10:23
Core Viewpoint - China Shipbuilding Emergency (中船应急) faces penalties from the Hubei Securities Regulatory Bureau due to accounting errors in its 2022 annual report, leading to a warning and a fine of 4 million yuan, while its stock will be marked with special treatment as "ST Emergency" starting August 1 [1][4]. Financial Performance - The company reported a revenue overstatement of 31.37 million yuan (1.86% of total revenue) and an overstatement of profit by 7.14 million yuan (36.64% of reported profit) for 2022 due to accounting errors [3][7]. - After corrections, the 2022 revenue was adjusted to 1.658 billion yuan, resulting in a net loss of 5.28 million yuan, compared to a previously reported profit of 166.43 million yuan [7]. - The company experienced a loss of 217 million yuan in 2023 and a further loss of 24.71 million yuan in Q1 2024, indicating a worsening financial situation [5][7]. Stock Market Reaction - Despite ongoing financial losses, the company's stock price surged over 60% in the past two months, potentially influenced by military and nuclear power sectors, as well as recent developments related to Yajiang Group [1][8]. Regulatory Actions - The Hubei Securities Regulatory Bureau issued a warning and fines totaling 1.9 million yuan to the company's executives, including the chairman and general manager, for their roles in the financial discrepancies [3][4]. - The company is considering whether to appeal the penalties, although the likelihood of changing the decision is low due to the established facts of the violations [4][8]. Business Operations - China Shipbuilding Emergency operates in four main sectors: emergency support, rescue, early warning, and emergency services, but has faced declining profits since 2019 [5]. - The company is taking measures to overcome operational challenges, including product updates and exploring overseas markets, although the impact of recent natural disasters on demand is expected to be limited due to prior procurement cycles [7][8].