资料显示，爱旭股份成立于1996年8月，主营业务是研发、生产、销售太阳能电池和组件。 爱旭股份：预计上半年预亏1.7亿–2.8亿元 7月10日晚，爱旭股份（600732）发布2025年半年度业绩预告，公司预计上半年实现归属于母公司所有 者的净亏损1.7亿元至2.8亿元，预计实现扣除非经常性损益后的净亏损4.1亿元至5.2亿元。 所属行业：电力设备–光伏设备–光伏电池组件 长城军工：预计上半年预亏2500万–2950万元 7月10日晚，长城军工（601606）发布2025年半年度业绩预告，公司预计上半年实现归属于上市公司股 东的净亏损2500万元至2950万元，预计实现扣除非经常性损益后的净亏损3500万元至4100万元。 资料显示，长城军工成立于2000年11月，主营业务是军品业务与民品业务。 所属行业：国防军工–地面兵装Ⅱ–地面兵装Ⅲ 长源东谷：预计上半年净利润预增62.65%-88.88% 7月10日晚，长源东谷（603950）发布2025年半年度业绩预告，公司预计上半年实现归属于母公司所有 者的净利润1.55亿元至1.8亿元，同比增长62.65%-88.88%；预计实现扣除非经常性损益后的净利润1.5亿 ...

联合精密：上半年净利润预增46.61%-57.61% 7月10日，联合精密（001268）发布2025年半年度业绩预告，公司预计上半年实现归属于上市公司股东 的净利润4930万元至5300万元，同比增长46.61%-57.61%；预计扣除非经常性损益后的净利润4910万元 至5280万元，同比增长48.58%-59.78%。 资料显示，联合精密成立于2003年8月，主营业务是精密机械零部件的研发、生产及销售。 所属行业：家用电器–家电零部件Ⅱ–家电零部件Ⅲ 映翰通：股东及董事拟合计减持不超过2.79%公司股份 7月10日，映翰通（688080）发布公告称，公司股东常州德丰杰清洁技术创业投资中心（有限合伙）、 深圳市优尼科投资管理合伙企业（有限合伙）-深圳南山阿斯特创新股权投资基金合伙企业（有限合 伙）以及董事、副总经理、核心技术人员韩传俊计划减持公司股份。其中，德丰杰拟减持不超过162.91 万股，占总股本2.21%；南山阿斯特拟减持不超过37.58万股，占总股本0.51%；韩传俊拟减持不超过50 万股，占总股本0.07%。减持原因均为资金需求。 资料显示，映翰通成立于2001年5月，主营业务是工业物联网技术 ...

市场热点方面，自6月初国资委批复兵装集团与兵工集团重组方案后，A股军工板块开始走强，而近期在地缘冲突 爆发的催化下，军工股呈现加速上扬态势。 地面兵装板块指数连续放量上攻，全周大涨20.81%，连创8年多来新高。龙头股长城军工近8个交易日六度涨停， 累计飙升逾91%。北方长龙、内蒙一机、甘化科工等也有不俗表现。 军贸概念、军民融合、大飞机等细分板块指数本周均创出历史新高，航空装备、卫星导航、无人机等板块指数亦 全周连涨5日，创出多年或年内新高。中光防雷、万里马、中京电子、大东南等连续涨停牛股大面积涌现。 证券时报记者 毛军 本周，A股先扬后抑，上证指数前半周连续大涨突破3400点，并创出年内新高，后半周小幅调整整固，深证成指、 沪深300、中证500等也均创出阶段性新高。全周成交大幅增加至7.43万亿元，为2个半月来新高。 市场的火热，也吸引了融资客大幅加仓，融资净买入逾256亿元，为4个月来最大周净买入额。行业方面，计算机 行业、非银金融行业均获得超40亿元净买入，电子行业获得逾35亿元净买入，电力设备行业获得逾26亿元净买 入，医药生物、汽车等行业也获得超10亿元净买入。房地产行业、建筑装饰行业则被净卖出 ...

Group 1 - The Shanghai Composite Index has recently surpassed the annual high set on March 18, 2025, and is approaching the high from October 8, 2024, indicating a significant market movement [1] - There is a noticeable divergence among various sectors, with banking, agriculture, personal care, military, chemical, transportation, and petrochemical industries showing a higher proportion of stocks exceeding their March 18, 2025 closing prices [1] - Conversely, sectors such as steel, electronics, home appliances, telecommunications, computers, and electrical equipment have a lower proportion of stocks exceeding their March 18, 2025 levels [1] Group 2 - In the secondary industry analysis, financial (banking, insurance, diversified finance), military (naval equipment, ground weaponry), agriculture (animal health, agricultural products, planting, feed), precious metals, personal care products, and chemical pharmaceuticals show a higher proportion of stocks exceeding their March 18, 2025 closing prices [4] - Sectors like home appliances, electrical equipment, TMT (television broadcasting, communication services, consumer electronics, semiconductors, optical electronics), general steel, and machinery (engineering machinery, automation equipment) have a lower proportion of stocks exceeding their March 18, 2025 levels [4] - Comparing to the October 8, 2024 closing prices, banking, motorcycles, military (ground weaponry, aerospace equipment), chemicals (plastics, non-metallic materials), and new consumption (entertainment products, personal care products, retail, accessories) show a higher proportion of stocks exceeding their previous levels [4]

Group 1 - Hengbang Co., Ltd. plans to establish a joint venture with Huasheng Development with a registered capital of 10 million yuan, where Hengbang will contribute 8 million yuan (80%) and Huasheng will contribute 2 million yuan (20%) [1] - Hunan Gold's subsidiary Anhua Zhazi Creek Smelting Plant will undergo temporary maintenance starting from the end of June 2025, expected to last no more than 30 days [2] - Defu Technology's subsidiary signed supply agreements for lithium battery copper foil products with two leading global companies, with contract durations of 3 years and 5 years respectively [3] Group 2 - Binjiang Group won the rights to two residential land parcels for a total price of 4.368 billion yuan [5] - Zhong'an Technology announced the resignation of its executive vice president and board secretary due to personal reasons [7] - Changqing Technology's project for special polymer materials and electronic materials has officially commenced production, adding a capacity of 120,500 tons per year [10] Group 3 - Gansu Energy received approval from the China Securities Regulatory Commission to publicly issue bonds totaling up to 2 billion yuan [10] - Shuoshi Biology obtained a medical device registration certificate for an in vitro diagnostic reagent, valid until June 2030 [12] - Yawen Co., Ltd. plans to issue shares to specific investors, with the application accepted by the Shenzhen Stock Exchange [13] Group 4 - Guoyao Modern's subsidiary received approval for the listing of a raw material drug, which is a selective anticholinergic agent [16] - Inner Mongolia First Machinery's subsidiary signed a railway freight car procurement contract worth 130 million yuan [18] - Xining Special Steel plans to raise up to 1 billion yuan through a private placement to its controlling shareholder [39] Group 5 - Huadong Medicine's subsidiary received approval for a clinical trial of a new injectable drug targeting advanced solid tumors [29] - Warner Pharmaceutical's compound potassium hydrogen phosphate injection passed the consistency evaluation for generic drugs [30] - North Special Technology plans to raise up to 300 million yuan through a private placement for a production base project in Thailand [30] Group 6 - Xiangyang Technology is the first candidate for a 533 million yuan Airbus project [45] - Haishun New Materials intends to acquire 100% of Guangdong Zhengyi Packaging [46] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.73% due to personal financial needs [47]

金融工程 证 券 研 究 报 告 市场情绪监控周报（20250616-20250620） 本周热度变化最大行业为石油石化、有色金属 本周市场热度跟踪 本周宽基热度变化方面：热度变化率最大的为中证 1000，相比上周提高 5.04%， 最小的为中证 500，相比上周降低 2.93%。 本周申万行业热度变化方面，一级行业中热度变化率正向变化前 5 的一级行 业分别为石油石化、有色金属、传媒、国防军工、煤炭，负向变化前 5 的一级 行业分别为综合、纺织服饰、环保、建筑装饰、美容护理；申万二级行业中， 热度正向变化率最大的 5 个行业是油服工程、地面兵装Ⅱ、造纸、燃气Ⅱ、焦 炭Ⅱ。 申万一级行业中，从 2015 年开始回溯，当前估值处于历史分位数 80%以上的 一级行业有：计算机、电力设备、银行、国防军工；位于估值历史 20%以下的 有农林牧渔、交通运输、公用事业、家用电器、综合、非银金融、食品饮料、 钢铁； 申万二级行业中，从 2015 年开始回溯，目前处于历史分位数 80%以上的二级 行业有化学制药、动物保健、国有大型银行、冶钢原料、汽车服务、航天装备、 风电设备、旅游及景区、乘用车、服装家纺、商用车、房地产服务 ...

Group 1 - The company will hold its 2025 first extraordinary general meeting on June 23, 2025, to ensure the normal order and efficiency of the meeting [1][6] - Only shareholders, directors, supervisors, and invited personnel are allowed to attend the meeting, and the company reserves the right to refuse entry to others [1][2] - Shareholders have the right to speak, consult, and vote during the meeting, and voting will be conducted by a show of hands or written ballot [2][3] Group 2 - The company plans to invest 183 million RMB in Xi'an Aisheng Technology Group Co., Ltd., acquiring a 4.234% stake, as part of a consortium with related parties [8][9] - The investment aims to support the development of low-altitude economy and enhance the integration of ground equipment and drone technology [19][20] - The financial performance of Aisheng Group shows significant growth, with a revenue of 1.237 billion RMB and a net profit of 114 million RMB for the first ten months of 2024, representing increases of 216.37% and 212.87% year-on-year, respectively [15][20] Group 3 - The company has completed the "Foreign Trade Vehicle Industrialization Project" and plans to permanently supplement its working capital with surplus funds amounting to approximately 139.3 million RMB [21][29] - The surplus funds include interest income and will be used for daily operations and business development [21][29] - The company has also proposed adjustments and a 36-month extension for the "4×4 Light Tactical Vehicle Industrialization Project" to enhance product competitiveness and meet market demands [30][34]

Group 1 - The ground armament sector is experiencing a rise, with Changcheng Military Industry (601606) hitting the daily limit up [1] - Beifang Longzhong (301357) has increased by over 15% [1] - Other companies such as China Shipbuilding Emergency (300527), Jieqiang Equipment (300875), Guoke Military Industry, Tianqin Equipment (300922), and Zhongbing Hongjian (000519) are also seeing gains [1] Group 2 - Dark pool funds are flowing into these stocks, indicating increased investor interest [1]

Group 1 - Lingnan Holdings plans to publicly transfer 3.92% equity of Guangzhou World Wonder at a base price of 23.6576 million yuan, focusing on core business development [1] - Guangkang Biochemical's chlorantraniliprole product has a designed capacity of 10 tons/year but has not yet been produced, with expected minor contribution to overall performance [1] - Palin Bio's controlling shareholder intends to transfer 21.03% of shares to China National Biological, changing the controlling shareholder and actual controller [1][2] Group 2 - Haimer Technology is planning a change of control, leading to a temporary stock suspension for up to two trading days [1] - *ST Zhongdi's stock will be suspended for one day and will resume trading with a change in risk warning status [1] - Jiahua Intelligent's shareholder plans to reduce holdings by up to 1% of total shares due to personal funding needs [5] Group 3 - Bosi Software's director plans to reduce holdings by up to 0.22% of total shares for personal funding needs [6] - Hanjia Design's director intends to reduce holdings by up to 35.6 million shares, representing 0.1577% of total shares [7] - Nanfang Energy plans to invest approximately 51.9788 million yuan in distributed photovoltaic power stations, expecting related transaction amounts to reach 99.3685 million yuan over 25 years [8] Group 4 - Tian Tie Technology's subsidiary temporarily halted production due to steam supply issues, expected to last about one month [9] - Haiguang Information plans a share swap to absorb and merge with Zhongke Shuguang, with stock resuming trading [11] - Tianyima is planning to acquire controlling interest in Xingyun Kaiwu, leading to a stock suspension for up to 10 trading days [12] Group 5 - Xinhua Group's chairman resigned, and Wang Gengyu was elected as the new chairman [13] - Zongyi Co. plans to invest 220 million yuan in Jilai Microelectronics, aiming for a controlling stake post-investment [14] - Zhongying Electronics' controlling shareholder will change to Zhinen Industrial Electronics, with stock resuming trading [16] Group 6 - Huayang Lianzhong plans to jointly invest in a new company with its controlling shareholder, with a registered capital of 402 million yuan [19] - Gaomeng New Materials' chairman and executives plan to reduce holdings by a total of 0.41% of total shares [20] - Beifang Changlong intends to acquire 51% of Henan Zhongsheng for approximately 102 million yuan, expanding its business scope [21]

从行业分布看，截至最新，国证航天指数申万二级行业中航空装备、军工电子、地面兵装及航天装备分 别占比达：66.4%、16.0%、7.8%及6.9%，指数前三大行业集中度达90%。 最新消息面上，据央视新闻，5月29日1时31分，我国在西昌卫星发射中心用长征三号乙Y110运载火 箭，成功将行星探测工程天问二号探测器发射升空。火箭飞行约18分钟后，将探测器送入地球至小行星 2016HO3转移轨道。此后，探测器太阳翼正常展开，发射任务取得圆满成功。天问二号主要任务目标是 对小行星2016HO3进行探测、取样并返回地球，此后再对主带彗星311P开展科学探测。小行星2016HO3 是人类目前发现的地球准卫星之一。 5月29日，天弘旗下新品航空航天ETF天弘（159241）正式登陆深交所上市交易。 二级市场表现上，该ETF早盘低开后拉升翻红，换手率超6%，盘中交投活跃。成分股中，上海瀚讯 （300762）、华力创通（300045）、航天晨光（600501）、中国卫星（600118）等涨幅在1%以上。 航空航天ETF天弘（159241）跟踪国证航天航空行业指数（代码CN5082，简称国证航天），该指数由 沪深北交易所航空航天 ...