8月4日，市场一路走高，三大指数全线收红，超3800只个股上涨，1300多只个股下跌，69只个股涨停，6只个股跌停。 高位股上，胜通能源一字涨停晋级4连板，并购重组的利德曼20CM3连板，山河智能11天7板再创历史新高，东芯股份反包涨停走出20CM5天3板。 军工板块近20股涨停或涨超10%，万泽股份2连板，长城军工3天2板，北方长龙20CM涨停再创历史新高。 机器人板块连续反弹，中马传动4天3板，东杰智能20CM2连板。 | 名称 | 代码 | | 几天儿板 价格 | 涨幅% | 换手率 涨停分析 | 成交额 | 首次涨停时间 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 001331 | | 胜通能源 | 4连板 15.39 | +10.01% | 5.59% LNG+燃气+海外合作 | 6074.80 - | 09:25:00 | | വ 688110 | | 东芯股份 | 5天3板 68.88 | +20.00% | 19.75% 砺算科技+存储芯片+存算联- | 56.67亿 | 10:42:21 | | 3 | 601089 | 福 ...

Core Viewpoint - The company aims to lead the exploration and layout of a counter-drone detection and defense system in the low-altitude economy security field, leveraging its extensive experience in infrared optoelectronic technology and complex large-scale engineering project integration [1] Group 1: Company Capabilities - The company has over 20 years of experience in the field of domestic full-band infrared detection and imaging technology, with products including mid- and long-wave basic components, high-resolution infrared imaging components, continuous zoom infrared cameras, and infrared thermal imaging systems [1] - The subsidiary, Changfeng Kewai, has developed AI scene algorithms for infrared images based on deep learning, enabling high-precision detection, identification, and early warning of low, slow, small targets like drones in various challenging conditions [1] - The company possesses top-level planning and full-process integration construction capabilities for complex large-scale projects, along with the ability to build a three-dimensional low-altitude security prevention and control system [1] Group 2: Technological Innovations - The company has 17 years of experience in the border and maritime defense field, developing a command and dispatch platform based on heterogeneous big data that utilizes advanced fusion algorithms to process multi-modal data [1] - The platform can efficiently integrate data from radar, optoelectronic, and spectrum detection, providing multiple functions such as information collection, display, comprehensive analysis, and real-time control [1] - In a complex and dynamic low-altitude environment, the platform can capture target dynamics in real-time, offering integrated low-altitude coastal security management solutions for users [1]

证券之星消息，8月4日军工电子板块较上一交易日上涨3.62%，兴图新科领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。军工电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688081 | 求量感兴 | 26.46 | 20.00% | 12.45万 | | 3.07亿 | | 688788 | 科思科技 | 72.73 | 20.00% | 10.20万 | | 7.05亿 | | 688011 | 新光光电 | 49.06 | 13.54% | 9.19万 | | 4.18亿 | | 300101 | 振心科技 | 23.71 | 10.23% | - 48.62万 | | 11.33亿 | | 002977 | 天箭科技 | 39.33 | 10.01% | 10.72万 | | 4.08亿 | | 688311 | 盟升电子 | 40.75 | 9.72% | 10.11万 | | 4.02 ...

Market Overview - The A-share market experienced a low opening followed by a rise, with the Shanghai Composite Index closing at 3583.31 points, up by 0.66% and a total transaction volume of 639.776 billion yuan [1] - The Shenzhen Component Index closed at 11041.56 points, up by 0.46% with a transaction volume of 858.775 billion yuan [1] - The ChiNext Index closed at 2334.32 points, up by 0.50% with a transaction volume of 434.925 billion yuan [1] Sector Performance Top Gaining Sectors - Military Electronics: Increased by 4.69%, with a total transaction volume of 139.923 million hands and a transaction value of 29.505 billion yuan [1] - Military Equipment: Rose by 4.38%, with a transaction volume of 252.523 million hands and a transaction value of 60.033 billion yuan [1] - Automation Equipment: Gained 3.19%, with a transaction volume of 100.825 million hands and a transaction value of 27.395 billion yuan [1] Top Losing Sectors - Insurance: Decreased by 0.61%, with a transaction volume of 28.155 million hands and a transaction value of 5.005 billion yuan [1] - Film and Television: Fell by 0.58%, with a transaction volume of 130.037 million hands and a transaction value of 14.072 billion yuan [1] - Photovoltaic Equipment: Declined by 0.55%, with a transaction volume of 135.976 million hands and a transaction value of 22.448 billion yuan [1]

8月4日，航空航天板块涨势持续扩大，航空ETF基金（159257）震荡上行，截至13:57，涨2.59%，一举反包前三日的阴线！ | 分时 多日 1分 5分 15分 30分 = | | 综合屏 F9 不复权 超级香加 画线 工具 Q (2) > | | 航空ETF基金 | | 159257 | | --- | --- | --- | --- | --- | --- | --- | | 159257.SZ[航空ETF基金] 2025/08/04 收 1.028 幅 2.59%(0.026) 开 1.001 高 1.033 低 0.997 均 1.022型 | | | | 1.028 | | +0.026 +2.59% | | MA5 1.0151 | | 2025/07/28-2025/08/04(6日)▼ | | | | | | | | | | SZSE CNY 13:56:51 交易中 | | / . + | | 1.036- | | | | 净值走势 | | 汇添富国证通用航空产业ETF | | | | | | 总量 40.83万 换手 | | 21.11% | | | | | | 现手 500 量比 | ...

面对历史性机遇，公募基金纷纷秣兵厉马，开始布局相关领域。作为ETF领域的领头羊，华夏基金分别 于2025年4月30日成立了航空航天ETF(159227)、2025年5月21日成立通用航空ETF基金(159230)，两只布 局低空经济相关领域产品。Wind数据显示，截至7月30日，跟踪国证航天航空行业指数的航空航天ETF 规模为7.60亿元，是跟踪该指数的4只ETF中规模最大的一只；跟踪国证通用航空产业指数的通用航空 ETF基金(159230)，截至7月30日，基金自5月30日上市以来日均成交额为887.84万元，交投十分活跃。 作为新质生产力的核心引擎之一，低空经济正以颠覆性姿态重构产业格局，在政策红利与市场需求共振 下，已经进入"政策落地-基建完善-技术突破-场景扩容"的正向循环，相关投资机会同样获得资金追捧。 今年已有6家公募基金发行相关ETF产品及联接基金。据悉，华夏基金在成功发行通用航空ETF基金 (159230)后，8月4日正式发行其联接基金—华夏国证通用航空ETF联接(代码：024912)，为场外投资者 布局低空经济领域，提供了一款高效便捷的投资工具。 8月4日发行的华夏国证通用航空ETF联接(0 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.20% to 3567.02 points, while the Shenzhen Component Index fell by 0.28% to 10960.75 points, and the ChiNext Index decreased by 0.49% to 2311.27 points [1] Sector Performance Top Performing Sectors - The military equipment sector led the gains with an increase of 3.57%, achieving a total trading volume of 1,709.77 million hands and a total transaction value of 405.32 billion [2] - The military electronics sector followed closely with a rise of 3.46%, with a trading volume of 871.19 million hands and a transaction value of 187.84 billion [2] - Precious metals also saw a gain of 3.46%, with a trading volume of 503.66 million hands and a transaction value of 91.12 billion [2] Underperforming Sectors - The pharmaceutical retail sector experienced the largest decline at -1.64%, with a trading volume of 331.83 million hands and a transaction value of 43.42 billion [2] - The medical services sector fell by 1.54%, with a trading volume of 741.96 million hands and a transaction value of 172.63 billion [2] - The chemical pharmaceuticals sector decreased by 1.46%, with a trading volume of 3,203.93 million hands and a transaction value of 475.94 billion [2]

Investment Rating - The report does not explicitly state an investment rating for the defense and military industry but highlights a positive outlook for long-term growth potential [4]. Core Insights - The defense and military industry is expected to experience a recovery in demand as the "14th Five-Year Plan" approaches its final year, with a clear directive for modernization by 2035 and a world-class military by 2050 [4]. - The report emphasizes the significant impact of AI technology on military equipment and decision-making, showcasing its transformative value in modern warfare, particularly highlighted by the ongoing Russia-Ukraine conflict [2][39]. - The report identifies specific investment opportunities in the military sector, particularly in AI applications, low-altitude economy developments, and the upcoming commissioning of the Fujian aircraft carrier [3][38]. Summary by Sections Market Review - The defense and military index rose by 0.08% last week, ranking 6th among 31 primary industries, while the overall market indices declined [2][13]. - The current PE (TTM) for the defense and military sector is 84.92, with sub-sectors showing varied valuations, such as aerospace equipment at 146.02 and ground armaments at 189.72 [2][21]. Key Recommendations - The report recommends focusing on companies involved in downstream manufacturing, military technology, underwater equipment, missile supply chains, titanium materials, electronic components, and laser weapons [4]. - Specific companies highlighted include Hongdu Aviation, AVIC Shenyang Aircraft, and Reicoh Laser among others [4]. Industry Dynamics - The report discusses the emergence of low-altitude economy opportunities, driven by recent policy initiatives and technological advancements in drone logistics and infrastructure [3][32][37]. - The military AI sector is identified as a core growth driver, with expectations for a surge in orders for AI-enabled equipment by 2025 [40].

理工导航公告，北京理工资产经营有限公司持股594万股，占6.75%；北京理工技术转移有限公司持股 198万股，占2.25%。两股东计划于2025年8月26日～2025年11月25日，通过集中竞价、大宗交易合计减 持不超264万股，不超过公司总股本的3.00%，其中资产经营公司不超66万股，技术转移公司不超198万 股。 ...

Group 1 - The stock price of Fujirui (688272) closed at 26.52 yuan on August 1, 2025, up 0.15% from the previous week, with a market capitalization of 2.016 billion yuan [1] - Fujirui's stock reached a high of 28.87 yuan and a low of 26.12 yuan during the week [1] - The company ranks 61 out of 63 in the military electronics sector and 5001 out of 5149 in the A-share market by market capitalization [1] Group 2 - Shareholder Shanghai Zhaoren Investment Management Partnership plans to reduce its holdings by up to 0.32% of the total shares, which amounts to 244,256 shares [1] - The reduction will occur within three months following the announcement and will comply with relevant regulations [1] - In the past 12 months, Shanghai Zhaoren has reduced its holdings by 44,944 shares, representing 0.06% of the total shares [1] Group 3 - Fujirui received a government subsidy of 2.0074 million yuan, which is 17.25% of the audited net profit attributable to shareholders for 2024 [2] - This subsidy is classified as a revenue-related government grant and is expected to positively impact the company's profits for 2025 [2] - The accounting treatment and impact on the 2025 financial results will be confirmed by the annual audit [2]