10月10日，通光线缆盘中上涨2.03%，截至11:09，报9.56元/股，成交6662.85万元，换手率1.54%，总市 值43.83亿元。 通光线缆所属申万行业为：电力设备-电网设备-线缆部件及其他。所属概念板块包括：成飞概念、军民 融合、大飞机、商业航天（航天航空）、小盘等。 截至6月30日，通光线缆股东户数3.68万，较上期减少5.95%；人均流通股12440股，较上期增加6.33%。 2025年1月-6月，通光线缆实现营业收入12.28亿元，同比增长7.01%；归母净利润1769.03万元，同比减 少59.49%。 分红方面，通光线缆A股上市后累计派现1.75亿元。近三年，累计派现6411.95万元。 责任编辑：小浪快报 资金流向方面，主力资金净流入54.46万元，特大单买入113.38万元，占比1.70%，卖出0.00元，占比 0.00%；大单买入882.66万元，占比13.25%，卖出941.58万元，占比14.13%。 通光线缆今年以来股价涨16.87%，近5个交易日涨5.99%，近20日涨5.05%，近60日跌7.99%。 资料显示，江苏通光电子线缆股份有限公司位于江苏省南通市海门区海门街道 ...

10月9日午后，国防军工板块高位震荡，代码有"八一"的国防军工ETF（512810）涨超1%，今日有望日 线三连阳。 成份股方面，可控核聚变概念股继续活跃，西部超导触及20CM涨停，联创光电涨超6%，应流股份涨超 5%。权重股中国船舶、光启技术、航发动力均飘红。 消息面上，据央视新闻报道，中国核聚变装置BEST主机全面开建，该装置在国际上将首次验证演示核 聚变发电，我国有望2030年用核聚变发电。 | 序号 | 代理 | 名称 | 现价 | 涨跌幅 ▼ | 成交额 | 总市值1 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 688122 | 西部招导 | 77.67 | 19.33% | 43.18亿 | 505亿 | | 2 | 600363 | 联创光电 | 65.52 | 6.35% | 13.81亿 | 297亿 | | 3 | 002149 | 四部材料 | 18.23 | 4.53% | 5.471Z | 897 | | 4 | 603308 | 应流股份 | 33.96 | 4.43% | 5.58亿 | 231亿 | | 5 | 000 ...

10月9日，光威复材盘中上涨2.01%，截至13:32，报30.96元/股，成交3.45亿元，换手率1.38%，总市值 257.39亿元。 资金流向方面，主力资金净流入21.74万元，特大单买入925.15万元，占比2.68%，卖出1171.67万元，占 比3.40%；大单买入7553.72万元，占比21.91%，卖出7285.46万元，占比21.14%。 光威复材今年以来股价跌9.35%，近5个交易日涨2.65%，近20日涨3.37%，近60日涨1.01%。 资料显示，威海光威复合材料股份有限公司位于山东省威海市高区天津路-130号，成立日期1992年2月5 日，上市日期2017年9月1日，公司主营业务涉及专业从事碳纤维、碳纤维织物、碳纤维预浸料、碳纤维 复合材料制品及碳纤维核心生产设备的研发、生产与销售。主营业务收入构成为：碳纤维及织物 52.93%，碳梁30.73%，预浸料9.27%，制品及其他6.58%，其他(补充)0.49%。 截至9月30日，光威复材股东户数7.31万，较上期增加0.30%；人均流通股11242股，较上期减少0.29%。 2025年1月-6月，光威复材实现营业收入12.01亿元，同 ...

资料显示，宝鸡钛业股份有限公司位于陕西省宝鸡市高新开发区高新大道88号，成立日期1999年7月21 日，上市日期2002年4月12日，公司主营业务涉及本公司主要从事钛及钛合金的生产、加工和销售等。 主营业务收入构成为：钛产品86.74%，其他金属产品8.74%，其他(补充)4.52%。 宝钛股份所属申万行业为：有色金属-小金属-其他小金属。所属概念板块包括：航母产业、大飞机、商 业航天（航天航空）、航天军工、国资改革等。 截至6月30日，宝钛股份股东户数6.30万，较上期减少2.94%；人均流通股7588股，较上期增加3.03%。 2025年1月-6月，宝钛股份实现营业收入29.67亿元，同比减少20.45%；归母净利润2.05亿元，同比减少 49.00%。 10月9日，宝钛股份盘中上涨2.03%，截至13:34，报33.19元/股，成交4.51亿元，换手率2.87%，总市值 158.57亿元。 资金流向方面，主力资金净流入544.99万元，特大单买入4576.90万元，占比10.14%，卖出4432.20万 元，占比9.82%；大单买入1.10亿元，占比24.38%，卖出1.06亿元，占比23.50%。 宝 ...

9月30日，中国东航盘中上涨2.21%，截至14:00，报4.17元/股，成交3.99亿元，换手率0.57%，总市值 929.55亿元。 资金流向方面，主力资金净流入900.84万元，特大单买入4771.59万元，占比11.96%，卖出2365.00万 元，占比5.93%；大单买入7983.04万元，占比20.01%，卖出9488.79万元，占比23.78%。 中国东航所属申万行业为：交通运输-航空机场-航空运输。所属概念板块包括：民用航空、跨境电商、 大飞机、通用航空、央企改革等。 责任编辑：小浪快报 截至6月30日，中国东航股东户数15.51万，较上期减少11.06%；人均流通股0股，较上期增加0.00%。 2025年1月-6月，中国东航实现营业收入668.22亿元，同比增长4.09%；归母净利润-14.31亿元，同比增 长48.30%。 分红方面，中国东航A股上市后累计派现32.96亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，中国东航十大流通股东中，中国证券金融股份有限公司位居第八 大流通股东，持股4.30亿股，持股数量较上期不变。香港中央结算有限公司位居第十大流通股东， ...

9月30日，广电计量盘中上涨2.11%，截至11:01，报18.86元/股，成交6077.15万元，换手率0.61%，总市 值110.00亿元。 广电计量所属申万行业为：社会服务-专业服务-检测服务。所属概念板块包括：食品检测、数据要素、 大飞机、食品安全、北斗导航等。 截至6月30日，广电计量股东户数2.94万，较上期减少13.47%；人均流通股18011股，较上期增加 13.16%。2025年1月-6月，广电计量实现营业收入14.78亿元，同比增长10.01%；归母净利润9731.58万 元，同比增长22.11%。 分红方面，广电计量A股上市后累计派现6.07亿元。近三年，累计派现4.81亿元。 机构持仓方面，截止2025年6月30日，广电计量十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1331.90万股，相比上期减少154.01万股。兴业兴睿两年持有期混合A（013910）位居第六 大流通股东，持股356.41万股，为新进股东。南方中证1000ETF（512100）位居第七大流通股东，持股 269.15万股，相比上期增加50.24万股。惠升惠泽混合A（008418）位居第十大流通股东， ...

Group 1 - The core viewpoint of the news is that Tunan Co., Ltd. has shown a significant increase in stock price and trading activity, indicating potential investor interest and market performance [1][2]. - As of September 30, Tunan's stock price rose by 2.04% to 29.45 CNY per share, with a total market capitalization of 11.648 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 35.90%, with a 6.20% rise over the last five trading days [1]. Group 2 - Tunan Co., Ltd. reported a revenue of 599 million CNY for the first half of 2025, reflecting an 18.16% year-on-year decrease, while net profit attributable to shareholders was 92.967 million CNY, down 51.41% year-on-year [2]. - The company has distributed a total of 368 million CNY in dividends since its A-share listing, with 287 million CNY distributed over the past three years [3]. - As of June 30, 2025, Tunan's top ten circulating shareholders included notable institutional investors, with changes in their holdings indicating shifts in investor sentiment [3].

Core Viewpoint - Antai Technology's stock has shown a significant increase in price and trading volume, indicating positive market sentiment despite a decline in revenue and net profit for the first half of 2025 [1][2]. Group 1: Stock Performance - On September 30, Antai Technology's stock rose by 2.03%, reaching a price of 13.58 yuan per share, with a trading volume of 1.59 billion yuan and a turnover rate of 1.14%, resulting in a total market capitalization of 142.69 billion yuan [1]. - Year-to-date, the stock price has increased by 24.02%, with a 6.18% rise over the last five trading days, a 2.30% decline over the last 20 days, and a 7.01% increase over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Antai Technology reported a revenue of 3.715 billion yuan, a year-on-year decrease of 5.29%, and a net profit attributable to shareholders of 187 million yuan, down 33.23% year-on-year [2]. - The company has distributed a total of 1.159 billion yuan in dividends since its A-share listing, with 420 million yuan distributed over the last three years [3]. Group 3: Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 84,000, with an average of 12,303 circulating shares per person, a decrease of 1.79% from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 8.4215 million shares (a decrease of 9.3484 million shares), and Southern CSI 1000 ETF, which increased its holdings by 1.299 million shares to 6.7944 million shares [3].

Company Overview - Triangle Defense, established on August 5, 2002, is located in Xi'an, Shaanxi Province, and was listed on May 21, 2019. The company specializes in the research, production, and service of forged products in industries such as aviation, aerospace, shipbuilding, and non-ferrous metals [1] - The main business revenue composition includes: 95.17% from die forgings, 2.85% from free forgings, and 1.98% from other products [1] Financial Performance - For the first half of 2025, Triangle Defense reported operating revenue of 785 million yuan, a year-on-year decrease of 24.80%, and a net profit attributable to shareholders of 270 million yuan, down 17.47% year-on-year [2] - Since its A-share listing, Triangle Defense has distributed a total of 449 million yuan in dividends, with 265 million yuan distributed over the past three years [3] Stock Market Activity - On September 30, Triangle Defense's stock price increased by 2.03%, reaching 24.67 yuan per share, with a trading volume of 140 million yuan and a turnover rate of 1.08%, resulting in a total market capitalization of 13.508 billion yuan [1] - Year-to-date, the stock price has decreased by 0.24%, with a 3.83% increase over the last five trading days, a 5.70% decrease over the last 20 days, and a 5.01% decrease over the last 60 days [1] Shareholder Information - As of August 20, the number of shareholders for Triangle Defense was 51,000, a decrease of 9.84% from the previous period, with an average of 10,421 circulating shares per person, an increase of 10.78% [2] - As of June 30, 2025, the top ten circulating shareholders included the Guotai Zhongzheng Military Industry ETF, which became a new shareholder with 4.4823 million shares, and Hong Kong Central Clearing Limited, which increased its holdings by 38,400 shares [3]

Core Viewpoint - 中航西飞's stock price has shown fluctuations with a recent increase of 2.03%, while the company has experienced a year-to-date decline of 7.11% in stock price [1] Financial Performance - For the first half of 2025, 中航西飞 reported operating revenue of 19.416 billion yuan, a year-on-year decrease of 4.49%, while net profit attributable to shareholders was 689 million yuan, reflecting a year-on-year growth of 4.83% [2] - Cumulative cash dividends since 中航西飞's A-share listing amount to 3.792 billion yuan, with 890 million yuan distributed over the past three years [3] Shareholder Structure - As of September 20, 中航西飞 had 186,900 shareholders, with an average of 14,835 circulating shares per shareholder [2] - The top ten circulating shareholders include several ETFs, with 富国中证军工龙头 ETF holding 26.7165 million shares, an increase of 8.9489 million shares from the previous period [3]