军工板块上涨

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军工板块再度高涨!华密新材斩获30%涨停
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-06 13:16
8月6日,A股三大指数全天震荡走高,三大指数小幅收涨。板块方面,军工板块整体走强,板块内多只 个股涨幅显著。华密新材上涨29.96%,涨幅居首,捷强装备、北方长龙和国瑞科技均上涨约20%,涨幅 超过10%的个股达17只。 (声明:文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。) 国金证券表示,未来军工企业的整体盈利能力亦将向上突破。另外,今年以来军工企业订单任务非常饱 满,企业都在加速生产交付,下半年行业高景气持续。 0:00 ...
中航成飞搭热点股价4天涨62% 合同负债高达242亿进入交付周期
Chang Jiang Shang Bao· 2025-05-12 23:30
Core Viewpoint - Recently, AVIC Chengfei (302132.SZ) has become a focal point in the capital market, with significant stock price increases driven by the military industry sector's performance and heightened market interest in defense stocks due to international circumstances [1][4]. Stock Performance - On May 12, AVIC Chengfei's stock price hit the daily limit increase of 20%, following a series of gains since May 7, where the stock rose by 17.05% on the first day and experienced a total increase of 61.84% over four trading days, from 59.23 CNY to 95.86 CNY per share [2][3]. Financial Performance - In Q1 2025, the company reported a decline in both operating revenue and net profit attributable to shareholders, but the non-recurring net profit surged by 735.57% to 129 million CNY. The company's cash flow from operating activities turned positive at 2.093 billion CNY, a significant improvement from a negative cash flow of 9.949 billion CNY in Q1 2024 [5][7]. Contractual Obligations and Growth Potential - The company's contract liabilities increased dramatically by 275.89%, rising from 6.448 billion CNY at the end of 2024 to 24.238 billion CNY by the end of Q1 2025, indicating strong future revenue potential [7]. Industry Context - The recent surge in AVIC Chengfei's stock price is closely linked to the broader military sector's performance, with the CSI Military Index rising by 5% in the past week, attracting significant capital inflow due to the sector's defensive attributes and growth potential [4].