6月13日，A股三大指数震荡调整，全市场超4400只个股下跌。市场热点聚焦在油气、贵金属、核污染防治、军工板块。 个股方面，今日共57股涨停，连板股总数8只，11股封板未遂，封板率为84%（不含ST股、退市股）。焦点股方面，北矿科技晋级5连板，成为新的市场高度板。稳定币概念尾盘拉升，元隆雅图 | 代码 | 名称 | 价格 | 涨跌 | 米唱↓ | 换手% 几天几板12 ... | FV. Z 20 | 成交量 | 涨停分析 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300157 | 新锦动力 | 4.72 | +0.79 | +20.10% | 26.21% 自板涨停 | 8.2517. | 184.6万 | 油气装备+能视 | | 300581 | 晨曦航空 | 15.82 | +2.64 | +20.03% | 22.53% 首板涨停 | 18.19 7. | 124.0万 | 航空装备+军] | | 300645 | 正元智慧 | 18.46 | +3.08 | +20.03% | 29.83% 自板 得 | 7.46 7. ...

以色列对伊朗发动袭击，中东地缘局势急剧升温，航空航天午后继续走强，晨曦航空"20CM"涨停中航沈飞涨停。 ETF方面，多只航天相关ETF上涨，万家基金航天航空ETF、富国基金军工龙头ETF、华夏基金航空航天ETF分别涨2.04%、1.92%、1.89%，鹏华基金国防 ETF、嘉实基金高端装备ETF、航空航天ETF天弘分别涨1.82%、1.66%和1.57%。 | 序号 | 证券代码 | 证券简称 | 今日涨幅% | 年涨跌幅% | 基金管理人 | | --- | --- | --- | --- | --- | --- | | 1 | 159208 | 航天航空ETF | 2.04 | 2.54 | 万家县金 | | 2 | 512710 | 军工龙头ETF | 1.92 | 2.74 | 昌国音尖 | | 3 | 159227 | 航空航天ETF | 1.89 | 3.74 | 花草草等 | | 4 | 512670 | 国防ETF | 1.82 | 4.89 | 腿在草等 | | 5 | 159638 | 高端装备ETF | 1.66 | 2.84 | 嘉实基金 | | 6 | 159241 | 航空航天E ...

Core Viewpoint - The J-35A, China's second fifth-generation fighter jet, is set to make its international debut at the 2025 Paris Air Show, following its first appearance at the 2024 China Air Show, attracting global attention [1][2] Group 1: J-35A Features and Design Philosophy - The J-35 series is designed based on the "air-sea twin, multi-type" concept, allowing for a high number of aircraft to be produced and effectively utilized in systematic combat [1] - The design philosophy enables rapid development and iteration of the aircraft to meet combat needs [1] - The J-35A's debut at the China Air Show showcased its impressive performance, including a notable afterburner maneuver that captivated the audience [1] Group 2: Advantages of the J-35 Series - One of the core advantages of the "air-sea twin, multi-type" concept is the efficient use of resources, allowing for the reuse of research outcomes across different aircraft models, which significantly reduces development costs and time [2] - The anticipated future inventory of the J-35 series is expected to be substantial, which will lower maintenance costs and improve support efficiency [2] - The J-35 series is designed with enhanced combat capabilities, including superior stealth and strong collaborative combat abilities, likened to a "playmaker" in basketball, capable of coordinating other battlefield assets [2]

证券代码：300900 证券简称：广联航空 公告编号：2025-058 债券代码：123182 债券简称：广联转债 广联航空工业股份有限公司 技术咨询、技术交流、技术转让、技术推广；信息技术咨询服务；模具制造；模 具销售；通用设备制造（不含特种设备制造）；汽轮机及辅机制造；汽轮机及辅 机销售；专用设备修理；专用设备制造（不含许可类专业设备制造）；通用设备 修理；机械零件、零部件销售；通用零部件制造。（除依法须经批准的项目外， 凭营业执照依法自主开展经营活动）许可项目：民用航空器零部件设计和生产； 民用航空器（发动机、螺旋桨）生产；民用航空器维修。（依法须经批准的项目， 经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可 证件为准） 二、备查文件 《成都航新航空装备科技有限公司营业执照》 特此公告。 广联航空工业股份有限公司 董事会 广联航空工业股份有限公司（以下简称公司）于2025年4月21日召开了第四 届董事会第四次会议，审议通过了《关于全资子公司股权转让引进战略投资者的 议案》，具体内容详见公司在巨潮资讯网（www.cninfo.com.cn）披露的《广联航 空工业股份有限公司关于全资 ...

广联航空（300900）公告，控股子公司成都航新航空装备科技有限公司已完成工商变更登记，并获得由 成都市新都区政务服务管理和行政审批局颁发的新营业执照。此次变更涉及股权转让引进战略投资者的 相关事宜。 ...

Group 1 - The core viewpoint of the articles highlights the resilience of the military industry, particularly in the aerospace sector, amidst broader market corrections, with specific focus on the performance of the Aerospace ETF (159227) which rose by 0.60% [1] - The military industry is experiencing a significant shift towards air power and advanced technologies, with the aerospace equipment sector accounting for 73% of the National Aerospace Index, indicating a higher concentration compared to other military indices [1] - The report from AVIC Securities emphasizes the ongoing vibrancy of themes such as low-altitude economy, commercial aerospace, deep-sea technology, large aircraft, and military intelligence, suggesting a sustained recovery in the military sector's fundamentals [2] Group 2 - The military industry is expected to see a dual boost from active themes and improved performance, which will drive the overall market for military stocks in the coming period [2]

Core Viewpoint - The aviation equipment sector has experienced a short-term surge, with notable stock increases among several companies, indicating potential investment opportunities in this industry [1] Group 1: Company Performance - Morningstar Aviation (晨曦航空, 300581) saw its stock price rise by over 10% [1] - Other companies in the sector, including Zhong Wuyun (中无人机), Zongheng Co. (纵横股份), Aero Engine Corporation of China (航发科技, 600391), Guolian Aviation (广联航空, 300900), and Shengnan Technology (晟楠科技), also experienced stock price increases [1] Group 2: Market Trends - The movement in the aviation equipment sector suggests a growing interest from investors, as indicated by the surge in stock prices [1] - The exposure of dark pool fund flows may provide insights into potential accumulation signals from major investors [1]

Core Viewpoint - The A-share market will undergo significant adjustments to several indices, including the CSI 300, CSI A50, and SSE 50, effective after the market closes on June 13. This adjustment is part of a regular periodic review of index constituents [1][3]. Group 1: Index Adjustments - The adjustments will involve the replacement of several constituent stocks: 7 stocks will be added to the CSI 300, including Softcom and AVIC Chengfei; 4 stocks will be added to the CSI A50, including Northern Rare Earth and Dongpeng Beverage; and 4 stocks will be added to the SSE 50, including AVIC Shenyang Aircraft and Guotai Junan [4]. - The adjustments are designed to maintain the stability of the indices, ensuring they accurately reflect market trends while incorporating high-performing companies and removing those that no longer meet the criteria [3]. Group 2: Market Impact and Investment Opportunities - The inclusion of new stocks in the indices is expected to lead to price increases for these stocks, while those being removed may face downward pressure in the short term. This is due to passive fund reallocation and market re-pricing [2][5]. - Investment opportunities may arise from the anticipated inflow of funds into newly added stocks, particularly from ETFs and actively managed funds, which could create liquidity premiums, especially in small-cap sectors [5]. - Analysts suggest focusing on three strategic areas for investment: technology sectors benefiting from AI and domestic computing power, industries like aluminum and steel that are experiencing supply-side improvements, and consumer sectors such as offline retail and hospitality that show resilience amid macroeconomic fluctuations [5].

Core Viewpoint - The company has approved a profit distribution plan for the fiscal year 2024, which includes a cash dividend distribution of approximately 333.74 million yuan to shareholders, with no stock dividends or capital reserve transfers [1][2]. Summary by Sections Profit Distribution Plan - The profit distribution plan was approved at the 2024 annual shareholders' meeting, with a total cash dividend of 333,737,888.52 yuan based on a total share capital of 2,781,149,071 shares after accounting for the cancellation of 591,000 restricted shares [1][2]. - The cash dividend will be distributed at a rate of 1.08 yuan for every 10 shares held [2]. Shareholder Registration and Dividend Payment Dates - The equity distribution registration date is set for June 20, 2025, and the ex-dividend date will follow shortly after [3]. Dividend Distribution Method - Cash dividends will be directly credited to shareholders' accounts through their custodial securities companies on June 23, 2025 [4]. - The company will handle the distribution of cash dividends for restricted shares independently [4]. Adjustments Related to Shareholder Commitments - The company has made adjustments to the commitment price for shares held by West Aircraft Asset Management Co., which will be modified based on the company's dividend distributions [5]. Consultation Information - The company has provided contact details for inquiries regarding the profit distribution, including addresses, contact persons, and phone numbers [5].

Group 1 - The three major indices showed mixed performance on June 12, with the aerospace and defense sector experiencing a decline in the afternoon, as evidenced by the China Aerospace Index falling by 0.63% [1] - The Tianhong Aerospace ETF (159241) decreased by 0.49%, with a turnover rate of nearly 5% and a premium/discount rate of 0.05%. Notably, stocks like Hangya Technology surged over 6%, while others such as Sichuan Chuangxin Electronics, Guoke Military Industry, and Yaguang Technology also saw gains [1] - The Tianhong Aerospace ETF closely tracks the China Aerospace Index, which is characterized by over 99% weight in the defense and military industry. The core sectors of aerospace and aviation equipment account for 73% of the index, focusing on key areas such as large aircraft manufacturing, low-altitude economy, and commercial aerospace [1] Group 2 - According to Southern Metropolis Daily, China's commercial aerospace sector is accelerating towards industrialization, with disclosed financing exceeding 1 billion RMB in the first five months of this year. This capital influx is not only directed towards rockets and satellites but also significantly into the emerging "low-altitude economy" represented by eVTOL (electric vertical takeoff and landing) vehicles [1] - Dongfang Securities suggests that the military industry upstream is entering a configuration phase, with a focus on military trade and the aviation engine industry chain. The domestic aviation engine sector has made significant progress over the past five years, establishing a complete industrial system and nurturing numerous excellent suppliers, with further deepening of independent innovation expected [2] - Zhongyou Securities emphasizes the urgent need for domestic aviation material localization, which is crucial for the safety of the aviation industry supply chain. The localization will expand from non-critical systems and lower-value components to critical systems and high-value parts [2]