证券时报·数据宝统计，截至上午收盘，今日沪指涨0.27%，A股成交量741.74亿股，成交金额10734.59 亿元，比上一个交易日增加5.42%。个股方面，2929只个股上涨，其中涨停45只，2219只个股下跌，其 中跌停3只。从申万行业来看，国防军工、煤炭、机械设备等涨幅最大，涨幅分别为3.62%、2.14%、 1.86%；医药生物、商贸零售、传媒等跌幅最大，跌幅分别为0.49%、0.38%、0.34%。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 今日各行业表现（截至上午收盘） （文章来源：证券时报网） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 国防军工 | 3.62 | 862.18 | 20.40 | 国瑞科技 | 20.00 | | 煤炭 | 2.14 | 72.38 | 123.78 | 晋控煤业 | 4.93 | | 机械设备 | 1.86 | 1223.94 | 26.93 | 豪森智能 | 20.02 | | 汽车 | 1. ...

中无人机股价创出历史新高，截至11:16，该股上涨6.71%，股价报61.88元，成交量1297.70万股，成交 金额7.73亿元，换手率1.92%，该股最新A股总市值达417.69亿元，该股A股流通市值417.69亿元。 公司发布的一季报数据显示，一季度公司共实现营业收入2.36亿元，同比增长284.64%，实现净利润 1684.51万元，同比增长162.40%，基本每股收益为0.0200元，加权平均净资产收益率0.30%。（数据 宝） （文章来源：证券时报网） 证券时报·数据宝统计显示，中无人机所属的国防军工行业，目前整体涨幅为3.68%，行业内，目前股价 上涨的有133只，涨幅居前的有国瑞科技、北方长龙、晨曦航空等，涨幅分别为20.00%、17.01%、 15.70%。股价下跌的有8只，跌幅居前的有菲利华、*ST观典、景嘉微等，跌幅分别为1.62%、0.96%、 0.79%。 两融数据显示，该股最新（8月5日）两融余额为6.30亿元，其中，融资余额为6.25亿元，近10日增加 1214.27万元，环比增长1.98%。 ...

Group 1 - The A-share market indices have risen, with the ChiNext Index and the Sci-Tech Innovation Index performing particularly well, as evidenced by the increase in the price of the Double Innovation Leader ETF (588330) by 0.64% [1] - Since June, the growth style has remained active, with the ChiNext Index rising over 20% and reaching a new high for the year by July 29, while the Sci-Tech 50 Index increased nearly 10% during the same period [2] - High-growth sectors such as innovative pharmaceuticals, artificial intelligence (AI), and humanoid robots have collectively strengthened, indicating a robust market environment [2] Group 2 - Analysts believe that growth stocks are supported by both policy and capital, with a significant meeting on July 30 emphasizing the need to enhance the attractiveness and inclusiveness of the domestic capital market [2] - The market outlook suggests that the fourth quarter of 2025 may outperform the third quarter, with clearer trends of fundamental improvement and capital inflow expected by 2026 [2] - The focus remains on technology as the main theme, with high-growth sectors continuing to attract market attention [2] Group 3 - The Double Innovation Leader ETF (588330) features three key characteristics: cross-market diversification with 100% strategic emerging industries, a focus on top Chinese technology companies, and a low investment threshold allowing entry for less than 100 yuan [5] - The index includes major companies from the semiconductor, defense, and medical equipment sectors, with notable stock performances such as a more than 6% increase for semiconductor leader Lanke Technology and nearly 6% for defense leader AVIC Chengfei [3][4]

2025.08.06 本文字数：782，阅读时长大约2分钟 作者 |一财资讯 8月6日早盘，沪深三大指数集体收涨。截至收盘，上证指数报3627.54点，涨0.27%；深成指报11158.42 点，涨0.46%；创业板指报2352.58点，涨0.39%。 | | | | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3627.54 | 11158.42 | 1455.69 | | +9.94 +0.27% +51.47 +0.46% | | +18.91 +1.32% | | 科创50 | 创业板指 | 万得全A | | 1058.88 | 2352.58 | 5669.34 | | +5.24 +0.50% +9.21 +0.39% +24.08 +0.43% | | | | 沪深300 | 中证500 | 中证A500 | | 4110.68 | 6339.87 | 4861.37 | | +7.23 +0.18% +36.63 +0.58% +14.86 +0.31% | | | | 中证1000 | 深证100 | 中证 ...

Market Overview - A-shares experienced narrow fluctuations in the morning session, with the three major indices showing slight increases. The Shanghai and Shenzhen markets had a half-day trading volume of 1.06 trillion, an increase of 52.5 billion compared to the previous trading day. The Shanghai Composite Index closed at 3627.54 points [1]. Sector Performance - The PEEK materials concept stocks continued to surge, with Zhongxin Fluorine Materials achieving two consecutive trading limits. Military stocks also saw significant gains, with Great Wall Military Industry hitting four trading limits in five days. Liquid cooling server concept stocks rose sharply, with Kexin Innovation Source reaching a 20% trading limit. Conversely, pharmaceutical stocks underwent adjustments, with companies like Hanyu Pharmaceutical seeing declines of over 5% [3]. - The sectors with the highest gains included PEEK materials, military, liquid cooling servers, and humanoid robots, while the sectors with the largest declines included traditional Chinese medicine, Tibet-related stocks, innovative pharmaceuticals, and film and television [3]. - By the end of the session, the Shanghai Composite Index rose by 0.27%, the Shenzhen Component Index increased by 0.46%, and the ChiNext Index gained 0.39% [3].

Group 1 - The China Defense Index (399973) has seen a strong increase of 2.54%, with notable gains from constituent stocks such as Inner Mongolia First Machinery (600967) up 9.25%, and Gaode Infrared (002414) up 7.79% [1] - The current focus in the military industry sector is on emerging sub-sectors that represent future development directions, particularly in new combat capabilities like unmanned equipment, underwater operations, cyber warfare, and hypersonic technologies [1] - The newly established Emerging Resource Forces have begun to oversee the construction of the entire network information system, with expectations for comprehensive information construction to start in the third or fourth quarter of this year [1] Group 2 - Military electronics orders are expected to see significant improvements in September, driven by the end of the 14th Five-Year Plan, the push for lower costs in downstream equipment, and increased demand for electronic components [2] - The report indicates that the price decline issues of the past two years are easing, leading to a more balanced supply-demand situation, with expectations for gross margins to stabilize or improve [2] - The Defense ETF closely tracks the China Defense Index, which includes listed companies under the ten major military groups and those providing weaponry to the armed forces, reflecting the overall performance of defense industry listed companies [2] Group 3 - As of July 31, 2025, the top ten weighted stocks in the China Defense Index include AVIC Shenyang Aircraft (600760) and AVIC Engine (600893), collectively accounting for 43.88% of the index [3]

| 房地产 | | | | 上实发展 | | | --- | --- | --- | --- | --- | --- | | 建筑材料 | -0.58 | 83.43 | -4.95 | 西藏天路 | -10.01 | | 医药生物 | -0.60 | 776.63 | -15.03 | 天臣医疗 | -10.23 | | 商贸零售 | -0.61 | 63.38 | -6.94 | 茂业商业 | -6.56 | （文章来源：证券时报网） 证券时报·数据宝统计，截至上午10:28，今日沪指涨0.07%，A股成交量526.49亿股，成交金额7589.58亿 元，比上一个交易日减少3.14%。个股方面，2300只个股上涨，其中涨停33只，2882只个股下跌。从申 万行业来看，国防军工、煤炭、机械设备等涨幅最大，涨幅分别为2.64%、1.88%、1.28%；商贸零售、 医药生物、建筑材料等跌幅最大，跌幅分别为0.61%、0.60%、0.58%。（数据宝） 今日各行业表现（截至上午10:28） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- ...

Group 1 - The core viewpoint of the news highlights the significant performance of the defense and military industry ETF (512810), which reached a new high, with notable stocks like Great Wall Military and Gaode Infrared hitting the daily limit [1][5] - The ETF saw a 2.29% increase, marking a three-year high, with major companies such as China Shipbuilding and China Heavy Industry also experiencing substantial gains of over 9% and 8% respectively [1][5] - The defense and military sector is witnessing a recovery in fundamentals, with expectations for continued order announcements and performance improvements in the first half of 2025 [4][5] Group 2 - China Shipbuilding plans to merge with China Heavy Industry through a share exchange, with stock trading suspended from August 13, 2025 [3] - The commercial aerospace sector has achieved consecutive successful launches, demonstrating its high-density launch capabilities [4] - Recent data indicates a surge in financing for the defense and military ETF, with a record high financing balance of 29.88 million yuan [5][7] Group 3 - The defense and military ETF encompasses various sectors, including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controlled nuclear fusion, making it a diversified investment option [7] - The ETF's investment threshold has been halved due to a recent share split, allowing investors to enter with approximately 70 yuan [7]

Group 1 - The defense and military industry ETF (512810) has reached a new high, with a 2.29% increase, marking the highest level in over three years [1][4] - Notable stocks such as Great Wall Military Industry and Gaode Infrared have hit the daily limit, with Great Wall Military Industry achieving a historical high with four consecutive trading days of gains [1][3] - Major companies like China Shipbuilding and China Heavy Industry have seen significant stock price increases, with China Shipbuilding rising over 9% and China Heavy Industry over 8% [1][3] Group 2 - The defense industry is experiencing multiple positive catalysts, including the merger of China Shipbuilding and China Heavy Industry, which is set to be completed by August 2025 [3] - The commercial aerospace sector has demonstrated its capabilities with consecutive successful launches from Hainan's commercial space launch site [3] - The military has revealed advancements in unmanned combat modes and showcased the Fujian aircraft carrier's testing progress, indicating a focus on modernization and new operational capabilities [3] Group 3 - There has been a notable increase in financing for the defense and military sector, with the ETF's financing balance reaching a historical high of 29.88 million yuan [4][6] - On August 6, over 9 billion yuan of main capital flowed into the defense and military sector, leading all 31 primary industries in net inflow [6][7] - The ETF (512810) covers a wide range of themes, including traditional military forces and emerging technologies, and has lowered its investment threshold significantly [7]

以幅度进行统计，医药生物行业融资余额增幅最高，最新融资余额为1493.17亿元，环比增长1.17%，其 次是传媒、国防军工、机械设备行业，环比增幅分别为0.95%、0.94%、0.82%；融资余额环比降幅居前 的行业有纺织服饰、轻工制造、银行等，最新融资余额分别有71.84亿元、135.82亿元、622.09亿元，分 别下降2.11%、1.17%、0.75%。（数据宝） 8月5日各行业融资余额环比变动 | 代码 | 最新融资余额（亿元） | 较上一日增减（亿元） | 环比增幅（%） | | --- | --- | --- | --- | | 电子 | 2282.20 | 17.87 | 0.79 | | 医药生物 | 1493.17 | 17.20 | 1.17 | | 电力设备 | 1431.06 | 8.78 | 0.62 | | 机械设备 | 1049.45 | 8.57 | 0.82 | | 计算机 | 1538.07 | 8.17 | 0.53 | | 国防军工 | 723.92 | 6.72 | 0.94 | | 基础化工 | 845.62 | 5.95 | 0.71 | | 传媒 | 438.7 ...