高质量推进国防和军队现代化
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军工ETF(512660)涨超2.3%,高质量推进国防和军队现代化催化行业前景
Mei Ri Jing Ji Xin Wen· 2026-01-22 04:29
军工ETF(512660)跟踪的是中证军工指数(399967),该指数从沪深市场中选取十大军工集团控 股且主营业务与军工行业相关的上市公司,以及其他军工领域代表性公司作为指数样本,覆盖航空、航 天、船舶、兵器、军事电子和卫星等军工相关领域,以反映军工主题上市公司证券的整体表现,侧重于 航空装备与军工电子行业。 风险提示:提及个股仅用于行业事件分析,不构成任何个股推荐或投资建议。指数等短期涨跌仅供 参考,不代表其未来表现,亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整,不构 成投资建议或承诺。提及基金风险收益特征各不相同,敬请投资者仔细阅读基金法律文件,充分了解产 品要素、风险等级及收益分配原则,选择与自身风险承受能力匹配的产品,谨慎投资。 每日经济新闻 (责任编辑:张晓波 ) 国新证券指出,十五五规划提出高质量推进国防和军队现代化,新域新质作战力量建设将加快先进 武器装备的更新换代,军工装备迎来新的发展时期。近年来我国在船舶、航空航天、卫星导航等领域的 全球竞争力持续提升,国防军工行业是新质生产力发展突破的重要方向,行业前景广阔。在全球冲突多 发和地缘局势并不平静的背景下,国防安全重要性提升,行 ...
港股收评:恒指涨0.74%,芯片半导体十分强势,券商股午后拉升明显
Ge Long Hui· 2025-10-24 08:28
Market Performance - The three major indices of the Hong Kong stock market collectively rose, with the Hang Seng Tech Index leading with a gain of 1.82%, while the Hang Seng Index increased by 0.74%, both recovering the 6000 and 26000 points thresholds respectively [1] - The National Enterprises Index rose by 0.68%, indicating a positive trend across the indices for the week [1] Sector Performance - Large technology stocks generally saw an increase, with Alibaba and Kuaishou rising over 2%, and Baidu and NetEase increasing over 1%, while Xiaomi experienced a decline of nearly 2% [1] - Semiconductor stocks performed notably well, with Huahong Semiconductor surging nearly 14%, and leading company SMIC rising by 8% [1] - The military industry stocks became active following the Fourth Plenary Session's emphasis on modernizing national defense, with notable gains in Chinese brokerage stocks such as CICC rising by 4.4% and CITIC Securities by 3.7% [1] - The non-ferrous metals sector, including gold, copper, and aluminum, also saw collective gains [1] Underperforming Sectors - Water utility stocks, nuclear power stocks, new consumption concept stocks, domestic property stocks, gas stocks, and coal stocks mostly performed poorly, with China Water Affairs Group dropping over 11% and Nayuki Tea falling over 3% [1] - Real estate companies such as Longfor Group and Agile Group both declined by over 2% [1]
港股午评:恒指涨0.59%再上两万六,半导体、军工、有色金属表现活跃
Xin Lang Cai Jing· 2025-10-24 04:04
Market Performance - The Hong Kong stock market saw all three major indices rise in the morning session, with the Hang Seng Tech Index peaking at 1.8% and closing up 1.22% [1] - The Hang Seng Index and the Hang Seng China Enterprises Index increased by 0.59% and 0.46% respectively, with the Hang Seng Index returning above the 26,000-point mark [1] Sector Highlights - Major technology stocks generally experienced upward trends, with Alibaba rising nearly 2% and Kuaishou up over 1% [1] - Semiconductor stocks surged significantly, led by Huahong Semiconductor which rose over 11%, while SMIC and Shanghai Fudan increased by over 5% [1] - Military and defense-related stocks also saw collective gains, with AVIC and Aerospace Holdings showing notable increases [1] - Precious metals and non-ferrous metal stocks, including gold, copper, and aluminum, performed actively [1] Other Notable Movements - Apple-related stocks rebounded after a previous decline, while lithium battery stocks, gambling stocks, biopharmaceuticals, agriculture, and solar energy stocks all saw gains [1] - Conversely, airline stocks that had been rising recently showed weakness, with China Eastern Airlines dropping nearly 4% [1] - Real estate company Minmetals Land saw a significant rebound, surging over 91% upon resuming trading [1]