军工装备
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收评:三大指数午后转涨 军工概念股强势
Zhong Guo Jing Ji Wang· 2025-11-24 07:16
Market Overview - The A-share market experienced a reversal in afternoon trading, with all three major indices turning positive by the close. The Shanghai Composite Index closed at 3836.77 points, up 0.05%, with a trading volume of 715.54 billion yuan. The Shenzhen Component Index closed at 12585.08 points, up 0.37%, with a trading volume of 1012.23 billion yuan. The ChiNext Index closed at 2929.04 points, up 0.31%, with a trading volume of 476.22 billion yuan [1]. Sector Performance - The leading sectors in terms of gains included military equipment (up 5.38%), military electronics (up 4.62%), and cultural media (up 3.54%). The total trading volume for military equipment was 288.93 million hands, with a net inflow of 6.71 billion yuan [2]. - Conversely, sectors that saw declines included energy (down 3.39%), insurance (down 1.27%), and airport and shipping (down 1.13%). The energy sector had a trading volume of 58.12 million hands, with a net outflow of 0.20 billion yuan [2].
天秦装备股价涨5.04%,东方阿尔法基金旗下1只基金重仓,持有80.15万股浮盈赚取92.17万元
Xin Lang Cai Jing· 2025-11-24 07:08
Group 1 - Tianqin Equipment's stock increased by 5.04%, reaching 23.96 CNY per share, with a trading volume of 94.9974 million CNY and a turnover rate of 3.27%, resulting in a total market capitalization of 3.8 billion CNY [1] - The company, established on March 21, 1996, and listed on December 25, 2020, focuses on the research, production, and sales of military protective devices and equipment components, primarily utilizing polymer composite materials [1] - The revenue composition of Tianqin Equipment includes 97.89% from specialized protective devices, 2.06% from equipment components, and 0.05% from leasing income [1] Group 2 - The Oriental Alpha Fund holds a significant position in Tianqin Equipment, with the Oriental Alpha Zhaoyang Mixed A Fund (011184) owning 801,500 shares, accounting for 6.05% of the fund's net value, making it the eighth largest holding [2] - The Oriental Alpha Zhaoyang Mixed A Fund was established on March 17, 2021, with a current size of 278 million CNY, but has experienced a loss of 18.53% this year, ranking 8199 out of 8209 in its category [2] - The fund has also faced a one-year loss of 20.03%, ranking 8116 out of 8129, and a cumulative loss of 58.72% since its inception [2]
内蒙一机股价涨5.21%,富国基金旗下1只基金位居十大流通股东,持有1921.44万股浮盈赚取1729.29万元
Xin Lang Cai Jing· 2025-11-24 07:06
富国中证军工龙头ETF(512710)基金经理为王乐乐、牛志冬。 截至发稿,王乐乐累计任职时间10年110天,现任基金资产总规模506.48亿元,任职期间最佳基金回报 120.24%, 任职期间最差基金回报-97.19%。 11月24日,内蒙一机涨5.21%,截至发稿,报18.18元/股,成交7.21亿元,换手率2.40%,总市值309.39 亿元。 资料显示,内蒙古第一机械集团股份有限公司位于内蒙古自治区包头市青山区民主路,成立日期2000年 12月29日,上市日期2004年5月18日,公司主营业务涉及轮履装甲车辆、火炮系列军品装备、铁路车 辆、车辆零部件的研发、制造、销售及资产经营等业务。 从内蒙一机十大流通股东角度 数据显示,富国基金旗下1只基金位居内蒙一机十大流通股东。富国中证军工龙头ETF(512710)三季 度增持302.54万股,持有股数1921.44万股,占流通股的比例为1.13%。根据测算,今日浮盈赚取约 1729.29万元。 富国中证军工龙头ETF(512710)成立日期2019年7月23日,最新规模146.9亿。今年以来收益5.36%, 同类排名3716/4209;近一年收益0.63%, ...
收评:沪指高开震荡收涨0.05% AI应用午后全线爆发
Xin Lang Cai Jing· 2025-11-24 07:04
A股三大指数集体收涨,截至收盘,上证指数涨0.05%,深证成指涨0.37%,创业板指涨0.31%,北证50 涨0.63%。沪深京三市全天成交额17403亿元,较上日缩量2433亿元。全市场超4200只个股上涨。板块 题材上,AI应用、军工装备、商业航天板块活跃,锂、海南板块调整。盘面上,AI应用午后全线走 强,光云科技20CM涨停封板,蓝色光标涨超15%,思美传媒、省广集团涨停。军工装备板块走高,江 龙船艇、航天环宇20CM涨停,中天火箭、中船防务等数十只个股涨停封板,晨曦航空、北方长龙、天 海防务等涨超10%。商业航天板块走强,航天长峰、上海港湾等数只个股涨停。锂板块全线走弱,盛新 锂能、融捷股份连续两个交易日跌停,天齐锂业、赣锋锂业、西藏矿业跌近8%。海南板块冲高回落, 海马汽车跌停,凯撒旅业、海南瑞泽跌超8%。 ...
科技带头反弹,资金密集加仓,A500ETF易方达(159361)、创业板ETF(159915)再获大幅净申购
Mei Ri Jing Ji Xin Wen· 2025-11-24 06:09
Group 1 - The A-share market indices are experiencing a strong upward trend, particularly in the technology sector, with significant rebounds in military equipment, software development, gaming, communication services, and wind power equipment [1] - As of 13:45, the CSI A500 index rose by 0.3%, while the STAR Market 50 index and the ChiNext index both increased by 0.6%, indicating sustained capital inflow with net subscriptions exceeding 100 million shares for both A500ETF and ChiNext ETF [1] - According to Zhongtai Securities, the current development phase of the AI sector corresponds to the period from 2023 to 2024 in the US stock market, where funds are shifting from hardware to applications, suggesting that the AI market is far from reaching its peak [1] Group 2 - The CSI A500 index consists of 500 stocks with large market capitalization and good liquidity across various industries, with a high proportion of emerging industries such as communication services [1] - The STAR Market 50 index focuses on 50 stocks with large market capitalization and good liquidity in the STAR Market, emphasizing the semiconductor industry [1] - The ChiNext index includes 100 stocks with large market capitalization and good liquidity in the ChiNext market, with AI hardware and the new energy industry chain accounting for over 60% of its weight [1] Group 3 - A500ETF, STAR Market 50ETF, and ChiNext ETF track the respective indices and have the lowest management fee rate of 0.15% per year, which can help investors capture opportunities in the development of new productive forces such as artificial intelligence [2]
午评:沪指高开低走跌0.34% 工业富联触及跌停
Xin Lang Cai Jing· 2025-11-24 04:09
板块题材上,军工装备、商业航天板块活跃,锂、海南板块调整。盘面上,军工装备板块走高,航天环宇20CM涨停,中 天火箭、中船防务等涨停封板。商业航天板块走强,航天长峰、上海港湾等数只个股涨停。锂板块全线走弱,盛新锂能、融捷 股份连续两个交易日跌停,天齐锂业、赣锋锂业、西藏矿业逼近跌停。海南板块冲高回落,海马汽车逼近跌停,凯撒旅业、海 南瑞泽跌超8%。 A股三大指数集体调整,截至午盘,沪指跌0.34%,深成指跌0.59%,创业板指跌0.77%,北证50指数跌0.12%,沪深京三市 半日成交额10325亿元,较上日缩量2849亿元。全市场超3200只个股上涨。 ...
午评:沪指半日跌0.34% 军工装备板块领涨
Zhong Guo Jing Ji Wang· 2025-11-24 03:47
| 序号 | 板块 | 涨跌幅(96)▼ | | 总成交量 (万手) = 总成交额 (亿元) ▼ | 净流入(亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 主工凝景 | 3.18 | 1692.44 | 388.03 | 29.92 | 78 | വ | | 2 | 室工电子 | 2.40 | 1106.59 | 166.25 | 6.07 | 54 | ರಿ | | 3 | 金属新材料 | 1.98 | 231.88 | 49.79 | 5.68 | 26 | ഹ | | 4 | 风电设备 | 1.86 | 387.37 | 68.03 | 5.02 | 26 | ব | | 5 | 通信服务 | 1.58 | 734.64 | 115.38 | 2.23 | 38 | / | | 6 | 文化传媒 | 1.40 | 3181.62 | 381.56 | 13.75 | ୧୧ | 15 | | 7 | 教育 | 1.36 | 221.68 | 16.61 | 0.63 | 15 | 1 | | 8 ...
A股午评:沪指跌0.34%,超3200股上涨,军工装备、商业航天板块领涨
Ge Long Hui· 2025-11-24 03:41
A股三大指数早盘高开低走,截至午间收盘,沪指跌0.34%报3821.68点,深成指跌0.59%,创业板指跌 0.77%,北证50指数跌0.12%。沪深京三市半日成交额10325亿元,较上日缩量2849亿元,全市场超3200 只个股上涨。盘面上,军工装备、商业航天、风电设备等板块涨幅居前,海南自贸区、锂矿股调整。 ...
A股午评:沪指高开低走跌0.34% 工业富联触及跌停
Xin Lang Cai Jing· 2025-11-24 03:32
A股三大指数集体调整,截至午盘,沪指跌0.34%,深成指跌0.59%,创业板指跌0.77%,北证50指数跌 0.12%,沪深京三市半日成交额10325亿元,较上日缩量2849亿元。全市场超3200只个股上涨。板块题 材上,军工装备、商业航天板块活跃,锂、海南板块调整。盘面上,军工装备板块走高,航天环宇 20CM涨停,中天火箭、中船防务等涨停封板。商业航天板块走强,航天长峰、上海港湾等数只个股涨 停。锂板块全线走弱,盛新锂能、融捷股份连续两个交易日跌停,天齐锂业、赣锋锂业、西藏矿业逼近 跌停。海南板块冲高回落,海马汽车逼近跌停,凯撒旅业、海南瑞泽跌超8%。 ...
A股,引爆
Zhong Guo Ji Jin Bao· 2025-11-24 03:26
Market Overview - On November 24, A-shares opened higher with the Shanghai Composite Index at 3848.66 points, up 0.36%, Shenzhen Component Index up 0.53%, and ChiNext Index up 0.9% [1][2] - The trading volume of the Shanghai and Shenzhen markets exceeded 500 billion yuan, indicating some pullback in the major indices [2] Sector Performance - The defense and military industry, wind power equipment, and controllable nuclear fusion sectors led the market gains, while lithium mining and other previously high-performing sectors experienced pullbacks [2][4] - The defense and military equipment sector saw significant early gains, with satellite internet and commercial aerospace concepts also rising [4] Notable Stocks - In the defense sector, notable stocks included: - Aerospace Universe (688523) with a price of 29.77 yuan, up 19.99%, and a market cap of 12.1 billion yuan, up 48.85% year-to-date [5] - Raytheon Defense (002413) at 6.37 yuan, up 10.02%, with a market cap of 8.4 billion yuan, up 46.10% year-to-date [5] - The China Shipbuilding Industry sector also saw strong performance, with stocks like: - Jiuzhiyang (300516) rising over 15% to 55.59 yuan, with a market cap of 10 billion yuan, up 64.66% year-to-date [6][7] - China Shipbuilding Defense (600685) at 32.79 yuan, up 9.15%, with a market cap of 35.4 billion yuan, up 39.13% year-to-date [7] Aquaculture Sector - The aquaculture sector, particularly Zhongshui Fisheries (000798), saw significant gains, opening with a limit-up and achieving a seven-day consecutive rise [8][9] - Zhongshui Fisheries was trading at 16.6 yuan per share, with a market cap of 6.1 billion yuan [8] - Recent news indicated that China has suspended imports of Japanese seafood, impacting market sentiment towards Japanese products [9]