每经编辑｜吴永久 周三，上证指数延续升势，走出三连阳，3300多只股票上涨。截至收盘，沪指涨0.45%，收报3633.99点。沪深两市成交额达到17341亿元，较昨日放量 1380亿元。 盘面上，船舶、PEEK材料、人形机器人、军贸、云游戏、液冷服务器等板块表现强劲。 在每日经济新闻App举办的掘金大赛第68期比赛中，今日是开赛第四天，比赛正在火热进行中，多位选手跑步入场。 从选手表现来看，第一名选手"牛哥"大幅领先，其收益率已经达到56.66%，他抓住了东杰智能、利德曼、北方长龙的行情。 大赛为模拟炒股，模拟资金50万元。第68期比赛的报名时间为8月1日到8月8日，比赛时间为8月1日到8月8日。正收益就获奖，报名就拿福利！周周发奖 金，月月有大奖。 目前A股处于结构性行情中，在游资量化鼎盛时代和网络信息大爆炸的当下，股民如何扭转颓势？破解办法来了！在掘金大赛中，有多位选手表示，最近 两三个月里，运用每日经济新闻APP私人订制的火线快评，对投资有较好的启发，如英伟达产业链、创新药、电子布、稀土、海南自贸、减肥药等多个板 块表现较好，抓住了其中的一些机会。 参赛福利来了，为便于参赛选手提高投资胜率，只要报名参加 ...

天眼查商业履历信息显示，天海融合防务装备技术股份有限公司，成立于2001年，位于上海市，是一家 以从事铁路、船舶、航空航天和其他运输设备制造业为主的企业。企业注册资本172802.9133万人民 币，实缴资本172802.9133万人民币。公司法定代表人为占金锋。 金融界消息 截至2025年8月6日收盘，天海防务（300008）报收于7.41元，上涨4.22%，换手率16.83%， 成交量277.28万手，成交金额20.40亿元。 资金流向方面，今日主力资金净流入5691.88万元，占比成交额2.79%。其中，超大单净流入6466.72万 元、占成交额3.17%，大单净流出774.84万元、占成交额0.38%，中单净流出流出409.60万元、占成交额 0.2%，小单净流出5282.28万元、占成交额2.59%。 天海防务最新一期业绩显示，截至2025一季报，公司营业总收入7.47亿元、同比增长10.86%，归属净利 润4079.24万元，同比增长32.32%，扣非净利润3939.91万元，同比增长33.13%，流动比率1.407、速动比 率1.254、资产负债率55.21%。 通过天眼查大数据分析，天海融合防 ...

中船防务最新一期业绩显示，截至2025一季报，公司营业总收入36.41亿元、同比增长29.73%，归属净 利润1.84亿元，同比增长1099.85%，扣非净利润1.78亿元，同比增长605.35%，流动比率1.195、速动比 率0.951、资产负债率62.64%。 天眼查商业履历信息显示，中船海洋与防务装备股份有限公司，成立于1994年，位于广州市，是一家以 从事铁路、船舶、航空航天和其他运输设备制造业为主的企业。企业注册资本141350.6378万人民币， 实缴资本103053.4651万人民币。公司法定代表人为向辉明。 金融界消息 截至2025年8月6日收盘，中船防务（600685）报收于30.6元，上涨7.41%，换手率6.25%， 成交量51.37万手，成交金额15.45亿元。 资金流向方面，今日主力资金净流入9956.09万元，占比成交额6.44%。其中，超大单净流入7935.49万 元、占成交额5.14%，大单净流入2020.60万元、占成交额1.31%，中单净流出流出519.47万元、占成交 额0.34%，小单净流出9436.62万元、占成交额6.11%。 通过天眼查大数据分析，中船海洋与防务装 ...

金融界消息 截至2025年8月6日收盘，晨曦航空（300581）报收于24.38元，上涨11.58%，换手率 21.91%，成交量120.51万手，成交金额28.81亿元。 资金流向方面，今日主力资金净流入2.82亿元，占比成交额9.8%。其中，超大单净流入1.89亿元、占成 交额6.56%，大单净流入9310.18万元、占成交额3.23%，中单净流出流出10239.50万元、占成交额 3.55%，小单净流出17985.13万元、占成交额6.24%。 晨曦航空最新一期业绩显示，截至2025一季报，公司营业总收入329.51万元、同比增长149.25%，归属 净利润1520.88万元，同比减少1.01%，扣非净利润1554.16万元，同比减少1.67%，流动比率4.645、速动 比率2.899、资产负债率17.24%。 来源：金融界 天眼查商业履历信息显示，西安晨曦航空科技股份有限公司，成立于2000年，位于西安市，是一家以从 事铁路、船舶、航空航天和其他运输设备制造业为主的企业。企业注册资本55010.9546万人民币，实缴 资本55010.95万人民币。公司法定代表人为吴星宇。 通过天眼查大数据分析，西安晨 ...

Group 1 - The stock price of Aviation Materials Co., Ltd. (688563) closed at 58.3 yuan, down 0.7% with a turnover rate of 2.87% and a trading volume of 33,600 shares, amounting to 197 million yuan [1] - The latest financial report for the first quarter of 2025 shows total revenue of 653 million yuan, a year-on-year decrease of 3.79%, and a net profit attributable to shareholders of 135 million yuan, down 9.05% year-on-year [1] - The company has a current ratio of 7.145, a quick ratio of 6.331, and a debt-to-asset ratio of 13.30% [1] Group 2 - Beijing Aviation Materials Research Institute Co., Ltd. has made investments in 11 companies and participated in 2,525 bidding projects [2] - The company holds 40 trademark registrations and 301 patents, along with 134 administrative licenses [2]

Overall Trade Performance - In the first half of 2025, China's total import and export volume showed a slight increase, with a total of approximately $30,321 billion, representing a year-on-year growth of 1.8% [3] - Exports reached $18,090 billion, growing by 5.9%, while imports decreased by 3.8% to $12,231 billion, resulting in a trade surplus of $5,859 billion, which is a 34.7% increase [3][4] - Private enterprises contributed significantly to foreign trade, accounting for 65.7% of total exports and 108.2% of the trade surplus in the first half of the year [3][4] Private Enterprises - Private enterprises have shown resilience in the face of challenges, minimizing the overall impact of the US-China trade war [5] - Exports to Africa and ASEAN increased by 21.6% and 9.6%, respectively, indicating successful market diversification efforts [5] - Despite maintaining a high export share of over 66%, private enterprises experienced a slowdown in growth rates in May and June compared to national averages, highlighting emerging challenges [6] Export Structure Changes - The export structure has shifted towards high-tech and high-value-added products, with mechanical and electrical products accounting for 60% of total exports, growing by 8.2% [6][7] - High-tech product exports increased by 6.4%, with integrated circuits seeing an 18.9% growth, reflecting advancements in China's manufacturing capabilities [7] - Traditional industries, particularly light manufacturing, faced significant declines, with apparel exports down by 0.2% and footwear exports down by 7.2% [8] Challenges in Traditional Industries - The light industry, heavily reliant on the US market, is particularly sensitive to tariff impacts, with significant declines in exports of toys, furniture, and other products [8] - The energy and raw materials sectors also saw declines, with steel exports down by 2% and coal exports down by 9.9%, attributed to global economic weakness and overcapacity in China [9] Outlook for the Second Half of 2025 - Despite a more favorable tariff environment, uncertainties in the global economy and geopolitical tensions pose significant challenges for foreign trade [11] - The focus will need to be on enhancing the quality and structure of exports while maintaining stable growth in volume [11] - Monitoring the operational status of private enterprises and optimizing the business environment will be crucial for sustaining high-tech industry advantages [11]

Group 1 - The State Intellectual Property Office of China has granted a patent for a "satellite-based computer detection system" to multiple companies, including Beijing Minna Star Technology Co., Ltd. and others, with the patent announcement number CN114741248B and application date of May 2022 [1][2] - Beijing Minna Star Technology Co., Ltd., established in 2017, focuses on manufacturing for railways, ships, aerospace, and other transportation equipment, with a registered capital of 62.5625 million RMB and holds 338 patents [1] - Beijing Guoyu Star Technology Co., Ltd., founded in 2015, specializes in technology promotion and application services, with a registered capital of 20 million RMB and holds 195 patents [1] Group 2 - Anhui Minna Star Technology Co., Ltd., established in 2018, is engaged in telecommunications, broadcasting, and satellite transmission services, with a registered capital of 5 million RMB and holds 187 patents [2] - Hainan Minna Star Technology Co., Ltd., founded in 2017, also focuses on technology promotion and application services, with a registered capital of 65 million RMB and holds 188 patents [2] - Shaanxi Guoyu Star Technology Co., Ltd., established in 2018, specializes in technology promotion and application services, with a registered capital of 10 million RMB and holds 149 patents [2]

新筑股份最新一期业绩显示，截至2025一季报，公司营业总收入3.35亿元、同比减少27.63%，归属净利 润1805.67万元，同比增长75.20%，扣非净利润6231.73万元，同比增长15.27%，流动比率0.897、速动比 率0.855、资产负债率84.74%。 天眼查商业履历信息显示，成都市新筑路桥机械股份有限公司，成立于2001年，位于成都市，是一家以 从事铁路、船舶、航空航天和其他运输设备制造业为主的企业。企业注册资本76916.867万人民币，实 缴资本76916.867万人民币。公司法定代表人为肖光辉。 金融界消息 截至2025年8月5日收盘，新筑股份（002480）报收于7.43元，下跌1.72%，换手率2.62%， 成交量20.10万手，成交金额1.50亿元。 通过天眼查大数据分析，成都市新筑路桥机械股份有限公司共对外投资了12家企业，参与招投标项目 1799次，知识产权方面有商标信息40条，专利信息600条，此外企业还拥有行政许可238个。 资金流向方面，今日主力资金净流出1838.25万元，占比成交额12.29%。其中，超大单净流出2497.56万 元、占成交额16.7%，大单净流入6 ...

Group 1 - The manufacturing sector in Tianjin has shown a significant growth rate, with sales revenue from invoices increasing at a rate 2 percentage points higher than the overall city growth rate [1] - Traditional industries have demonstrated steady growth, with automotive manufacturing up by 6.3%, chemical raw materials and products by 5%, electrical machinery and equipment by 4%, general equipment by 5.1%, and specialized equipment by 11.6% [1] - High-tech industries are experiencing rapid growth, with computer, communication, and other electronic equipment manufacturing increasing by 16.5%, and railway, shipbuilding, aerospace, and other transportation equipment manufacturing rising by 18.6% [1] Group 2 - Certain manufacturing sectors with sales exceeding 10 billion yuan are witnessing remarkable growth, such as synthetic materials manufacturing up by 112.1%, computer manufacturing up by 55%, and motor manufacturing up by 34.8% [1] - The electric vehicle manufacturing sector has also shown strong performance, with an increase of 27.6%, while environmental protection, postal, social public services, and other specialized equipment manufacturing grew by 18.9% [1] Group 3 - The Tianjin Taxation Bureau is implementing a digital transformation in tax collection and management, focusing on creating data profiles for businesses to match applicable policies accurately [2] - The bureau aims to enhance policy management and provide comprehensive tax assessments for businesses, strengthening tax risk warnings [2] - Future efforts will include analyzing the effects of tax policies and optimizing the tax environment to encourage compliance and integrity in tax payments [2]

天眼查商业履历信息显示，中国中车股份有限公司，成立于2007年，位于北京市，是一家以从事铁路、 船舶、航空航天和其他运输设备制造业为主的企业。企业注册资本2869886.4088万人民币，实缴资本 1525958.0738万人民币。公司法定代表人为孙永才。 金融界消息 截至2025年8月5日收盘，中国中车（601766）报收于7.38元，上涨0.96%，换手率0.32%， 成交量77.95万手，成交金额5.74亿元。 资金流向方面，今日主力资金净流出3328.49万元，占比成交额5.8%。其中，超大单净流入3313.94万 元、占成交额5.78%，大单净流出6642.43万元、占成交额11.58%，中单净流出流入3773.19万元、占成 交额6.58%，小单净流出444.71万元、占成交额0.78%。 中国中车最新一期业绩显示，截至2025一季报，公司营业总收入486.71亿元、同比增长51.23%，归属净 利润30.53亿元，同比增长202.79%，扣非净利润28.06亿元，同比增长320.20%，流动比率1.226、速动比 率0.896、资产负债率59.66%。 通过天眼查大数据分析，中国中车股份有限公司 ...