| 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手） ■ 总成交额（亿元）▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家教 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 牢工装备 | 3.66 | 2937.33 | 920.93 | 90.57 | 80 | 1 | | 2 | 幸工电子 | 2.98 | 2699.81 | 695.86 | -12.08 | 52 | 10 | | 3 | 教育 | 2.92 | 648.38 | 40.03 | 6.83 | 17 | 0 | | 4 | IT服务 | 2.50 | 4723.76 | 694.71 | 94.06 | 112 | 16 | | 5 | 医疗服务 | 2.35 | 861.87 | 180.42 | 11.83 | 48 | ഗ | | 6 | 其他电源设备 | 2.27 | 1067.05 | 209.63 | 5.99 | 27 | ഗ | | 7 | 风电设备 | 2.13 | 1014.89 | 217.83 | 2.07 | 28 | 3 ...

智通财经APP获悉，兴业证券发布研报称，2025年全A涨幅的27.65%中，盈利贡献5.29%，估值贡献20.44%，股息贡献1.91%。从一级行业来看，盈利成为 决定2025年各行业表现的"分水岭"。涨幅居前的有色、AI硬件(通信、电子)、新能源、机械等，盈利均有较多贡献。而涨幅靠后的消费、地产链、红利 等，也基本上均由盈利拖累。二级行业看，涨幅居前的二级行业盈利贡献大多为正，而军工(航天装备、地面兵装、军工电子)、冶钢原料、装修装饰盈利 贡献为负，主要受估值驱动。 兴业证券主要观点如下： 2025年全A涨幅的27.65%中，盈利贡献5.29%，估值贡献20.44%，股息贡献1.91%。 A股二级行业看，涨幅居前的二级行业盈利贡献大多为正，而军工(航天装备、地面兵装、军工电子)、冶钢原料、装修装饰盈利贡献为负，主要受估值驱 动。涨幅落后的二级行业盈利贡献大多为负，而非白酒、乘用车、轨交设备、通信服务、房地产服务、白色家电、汽车服务盈利贡献为正，主要受估值拖 累。 2025年恒生综指涨幅的30.98%中，盈利贡献-1.2%，估值贡献28.99%，股息贡献3.2%。 A股一级行业来看，盈利成为决定2025年各行 ...

Group 1 - The military electronics sector increased by 1.43% on January 7, with Guankang Technology leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Guankang Technology's stock price rose by 20.00% to 82.86, with a trading volume of 18,200 lots and a transaction value of 151 million [1] Group 2 - The military electronics sector experienced a net outflow of 5.765 billion from institutional investors, while retail investors saw a net inflow of 4.719 billion [2] - The top gainers in the military electronics sector included ST Sike Rui, which rose by 13.52% to 42.66, and Fuke Defense, which increased by 10.01% to 16.71 [1] - The trading volume and transaction values for various stocks in the sector showed significant activity, with Aerospace Development recording a transaction value of 17.949 billion [1][2] Group 3 - The net inflow from retail investors in Aerospace Development was 8.68 million, while institutional investors had a net outflow of 9.06 million [3] - The stock performance of various companies in the sector varied, with some experiencing significant declines, such as Huali Chuangtong, which fell by 7.04% to 28.27 [2] - The overall market sentiment in the military electronics sector appears mixed, with both gains and losses among different stocks [2][3]

Core Viewpoint - ST Sicor (688053.SH) has a strong backlog of military orders and is focusing on reliability testing and screening of military electronic components in the aerospace, aviation, and weaponry sectors [1] Group 1: Company Performance - The company has successfully added multiple important clients from military groups and well-known enterprises in the aerospace, aviation, and weaponry sectors since 2025 [1] - The structure of the company's order reserves is continuously optimizing, indicating a strategic focus on high-potential areas [1] Group 2: Future Strategy - The company plans to continue strengthening its technology research and development as well as market expansion efforts [1]

财务数据显示，辽晶电子2025年1-9月未经审计的资产总额为5.93亿元，所有者权益为4.75亿元；同期实 现营业收入1.32亿元，净利润4,057.40万元。回顾2024年度和2023年度，其营业收入分别为1.14亿元和 1.47亿元，净利润分别为2,551.19万元和5,490.95万元。作为军工电子领域重点配套单位，辽晶电子主营 业务为军用半导体分立器件及集成电路的研发、生产和销售，产品广泛应用于航天、航空、兵器等国家 重大工程领域。 值得注意的是，观想科技前三季度公司实现营业总收入6536.43万元，同比增长4.86%；归母净利润76.3 万元，同比下降86.14%；扣非净利润15.68万元，同比下降93.93%。 南方财经1月7日电，观想科技（301213.SZ）近日披露重大资产重组预案，拟通过发行股份及支付现金 方式，收购锦州辽晶电子科技股份有限公司100%股权，并向不超过35名特定投资者发行股份募集配套 资金。本次发行股份购买资产的发行价格为48.06元/股。 根据预案，本次交易对方为苏舟、张恩海、陈雅妮等22名辽晶电子股东。为简化交易结构，标的公司控 股股东苏舟或其指定第三方将先行回购珠海嘉瑞 ...

Core Viewpoint - The company Aiguang Technology (300123) focuses on providing electronic products primarily to domestic original equipment manufacturers, emphasizing its commitment to supporting the national aerospace and satellite industry development needs [1] Group 1 - The company's electronic products are designed for various model projects and applications [1] - Due to confidentiality regarding customer business information and cooperation details, the company is unable to disclose specific information [1] - The company aims to continuously focus on its main business and provide high-quality and reliable products and services to its partners [1]

格隆汇1月6日丨航天长峰(600855.SH)公布，公司主营业务分为军工电子、公共安全和高端医疗装备三 大板块，目前公司未实际开展脑机接口等相关业务、不从事商业航天相关业务。敬请广大投资者注意投 资风险，谨慎投资。 ...

智通财经APP讯，航天长峰(600855.SH)发布股价异动公告称，公司主营业务分为军工电子、公共安全 和高端医疗装备三大板块，目前公司未实际开展脑机接口等相关业务、不从事商业航天相关业务。敬请 广大投资者注意投资风险，谨慎投资。 ...

航天长峰1月6日发布公告，股票交易于2025年12月31日、2026年1月5日、2026年1月6日连续三个交易日 内日收盘价格涨幅偏离值累计达到20%，属于股票交易价格异常波动的情形。公司关注到公司被列为脑 机接口、商业航天等相关概念股。公司主营业务分为军工电子、公共安全和高端医疗装备三大板块，公 司主营业务未发生改变，目前公司未实际开展脑机接口等相关业务、不从事商业航天相关业务。 ...

格隆汇1月6日｜航天长峰(600855.SH)发布异动公告，经自查，公司关注到公司被列为脑机接口、商业 航天等相关概念股。公司主营业务分为军工电子、公共安全和高端医疗装备三大板块，公司主营业务未 发生改变，目前公司未实际开展脑机接口等相关业务、不从事商业航天相关业务。除此之外，公司未发 现对公司股票交易价格可能产生重大影响的需要澄清或回应的媒体报道或市场传闻，未发现其他对公司 股票交易价格产生影响的媒体报道或市场传闻。 ...