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收评:沪指涨0.52% 有色金属、半导体板块涨幅居前
人民财讯9月30日电,9月30日,A股三大指数窄幅震荡,截至收盘,上证指数涨0.52%,深证成指涨 0.35%,创业板指接近收平。盘面上,有色金属板块延续强势,江西铜业、锡业股份等多股涨停。存储 芯片概念大涨,江波龙、德明利涨停,华虹公司涨超15%。航天军工概念盘中走强,中航沈飞、北摩高 科涨停。白酒股走弱,酒鬼酒、皇台酒业跌超3%。锂矿、算力、稀土永磁概念、固态电池概念等板块 也涨幅居前,CPO概念、多元金融、券商、旅游等板块跌幅居前。全市场超2600只个股上涨,成交金额 超2.1万亿元。 转自:证券时报 ...
航天军工概念持续拉升,航空航天ETF天弘(认购代码:159241)正在发行
Group 1 - The aerospace and military industry concept has seen a significant rise, with the Guozheng Aerospace index increasing by 4.20%, and at one point, it surged over 6%, outperforming the CSI Military Industry Index which rose by 1.12% [1] - The Tianhong Guozheng Aerospace ETF (subscription code: 159241) is currently being issued, with a fundraising cap of 5 billion yuan, and will track the Guozheng Aerospace Industry Index [1] - The Guozheng Aerospace Index consists of securities from the aerospace industry listed on the Shanghai and Shenzhen stock exchanges, covering core companies in China's military industry, including military, aerospace, and low-altitude economy sectors [1] Group 2 - Huatai Securities indicates that the military industry sector is expected to see a significant decline in performance in 2024, with projected revenue of 419.18 billion yuan, down 12.85% year-on-year, and a net profit of 15.26 billion yuan, down 45.03% year-on-year [3] - In Q1 2025, the sector is expected to generate revenue of 77.33 billion yuan, a decrease of 14.36% year-on-year, and a net profit of 4.20 billion yuan, down 28.87% year-on-year, although some upstream sectors are showing signs of recovery [3] - The military industry is advised to focus on information technology, new materials, and aviation engines as potential areas for investment [3] Group 3 - The large aircraft industry chain is characterized by a "smile curve," with China Commercial Aircraft Corporation (COMAC) establishing a business model that fosters local suppliers while relying on global manufacturing [4] - The CJ1000A engine, developed by AVIC, is currently in the testing phase and is expected to be installed in the domestically produced C919 aircraft, indicating progress in self-innovation within the large aircraft sector [4] - The low-altitude economy is projected to grow rapidly, with an expected industry scale of 2 trillion yuan by 2030 and over 5.1 trillion yuan by 2035, following a similar growth trajectory as the new energy vehicle sector [4]