Group 1 - A surge in A-share military stocks has been observed, with several companies hitting the 20% daily limit increase, including Aerospace Nanhu, Kunshan Intelligent, AVIC Chengfei, and Huaru Technology [1][2] - The sudden rise in military stocks is primarily attributed to the recent India-Pakistan conflict, which, despite an announced ceasefire, is expected to enhance the reputation of China's military industry [2][3] - The People's Daily published an article titled "Accelerate the Liberation and Development of New Quality Combat Power," which may further increase market attention on military stocks, indicating potential for short-term volatility and activity [2][3] Group 2 - From a fundamental industry perspective, 2025 is expected to be a year of rapid demand release as part of the "14th Five-Year Plan," with noticeable improvements in the fundamentals of certain companies since February 2025, particularly in the aerospace and missile sectors [3] - The military stock sector continues to hold long-term investment value, suggesting ongoing opportunities for allocation in this area [3]

军工股探底回升 航天南湖20CM涨停 智通财经5月9日电，航天南湖20CM涨停，七丰精工涨超20%，华伍股份涨超10%，成飞集成、天箭科 技、利君股份涨停，航天长峰、奥普光电、捷强装备、陕西华达等涨超5%。消息面上，开源证券发布 研报称，全球军事力量再平衡将给资本市场带来更多的不确定性，资产的"地缘风险溢价"或导致军工股 避险属性的估值重估。 ...

上证指数早盘收报3355.26点，涨0.38%。 深证成指早盘收报10207.71点，涨1.03%。 创业板指早盘收报2031.22点，涨1.74%。 沪深300早盘收报3860.43点，涨0.75%。 科创50早盘收报1027.29点，跌0.28%。 中证500早盘收报5772.45点，涨0.39%。 中证1000早盘收报6157.64点，涨0.76%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3355.26 | 12.60 | 0.38% | 3102亿 | 0.10% | | 399001 | 深证成指 | 10207.71 | 103.58 | 1.03% | 4994亿 | -1.99% | | 899050 | 北证50 | 1369.52 | 1.95 | 0.14% | 176亿 | 31.96% | | 881001 | 万得全A | 5108.98 | 36.67 | 0.72% | 8271亿 | 1.73% | | 000 ...

恒生指数、恒生科技指数盘初转涨，新能源物料、医药外包概念、军工股等涨幅居前。 ...