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].

Group 1 - The core point of the announcement is that two shareholders of the company plan to reduce their holdings by a total of up to 2.64 million shares, which represents a maximum of 3.00% of the company's total share capital [1] - Beijing Institute of Technology Asset Management Co., Ltd. holds 5.94 million shares, accounting for 6.75% of the total shares, while Beijing Institute of Technology Technology Transfer Co., Ltd. holds 1.98 million shares, accounting for 2.25% [1] - The planned reduction period is from August 26, 2025, to November 25, 2025, with specific limits on the number of shares each company can sell: up to 660,000 shares for the asset management company and up to 1.98 million shares for the technology transfer company [1]

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]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301213 | 观想科技 | 67.99 | 12.75% | 10.49万 | | 7.01亿 | | 688788 | 科思科技 | 60.61 | 8.37% | 8.81万 | | 5.15亿 | | 688011 | 新光光电 | 43.21 | 7.01% | 9.76万 | | 4.18亿 | | 301302 | 华如科技 | 26.10 | 4.48% | 1 11.47万 | | 2.96亿 | | 688132 | 邦彦技术 | 20.46 | 4.39% | 5.36万 | | 1.08亿 | | 688776 | 国光电气 | 89.72 | 4.33% | 4.68万 | | 4.15 Z | | 301592 | 六九一二 | 168.00 | 4.11% | 3.76万 | | 6.26亿 | | 688081 | 六图新科 | 22.05 | 3.13% | 3.59万 | | 7881.50万 ...

公司发布的一季报数据显示，一季度公司共实现营业收入6714.45万元，同比增长5.67%，实现净利 润-590.75万元，同比下降238.17%，基本每股收益为-0.0328元。（数据宝） 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。 （原标题：久之洋最新股东户数环比下降5.81% 筹码趋向集中） 久之洋8月1日披露，截至7月31日公司股东户数为17991户，较上期（7月20日）减少1110户，环比降幅 为5.81%。这已是该公司股东户数连续第2期下降。 证券时报•数据宝统计，截至发稿，久之洋收盘价为38.66元，下跌0.49%，本期筹码集中以来股价累计 上涨1.90%。具体到各交易日，7次上涨，3次下跌。 ...