A股三大指数今日（15日）涨跌不一，截至收盘，沪指跌0.26%，深证成指涨0.63%，创业板指涨 1.52%，北证50涨0.38%。沪深京三市全天成交额23031亿元，较上日缩量2452亿元。全市场超3300只个 股下跌。板块题材上，游戏、猪肉、影视院线、汽车零部件、CRO概念股涨幅居前；贵金属、军工装 备、铜缆高速连接概念股跌幅居前。盘面上，汽车零部件板块多股爆发，山子高科、浙江世宝、万向钱 潮等10股涨停。游戏板块高位震荡，星辉娱乐20cm涨停，完美世界封板。猪肉股午后震荡攀升，傲农 生物、得利斯封板，天康生物、立华股份、龙大美食涨幅居前。此外，半导体、电池、算力板块盘中均 有所异动。另一方面，贵金属板块多股调整，晓程科技尾盘跌超5%。军工装备板块震荡走低，中国卫 星、航天宏图、理工导航跌幅居前。 （来源同花顺，以上信息为南都·湾财社AI大数据自动生成） ...

ARLINGTON, Va.--(BUSINESS WIRE)---- $AVAV #AllDomainDominance--AV unveils its Tomahawk Grip TA5, an 8-inch tactical controller designed to deliver enhanced capabilities across mission sets for today's warfighter. ...

Inflatable tanks and flat-pack guns - inside Ukraine's decoy war https://t.co/RjJlQwowPW ...

Former Airbus CEO Tom Enders is in talks to become chairman of KNDS to help navigate surging demand for European military equipment and prepare the Franco-German tankmaker for a possible IPO https://t.co/qKsvZfgeMR ...

Military equipment maker Fire Point plans to open a facility in Denmark, becoming the first Ukrainian defense company to start production in a Nordic country following a governmental agreement reached in June, the Danish Defense Ministry said https://t.co/ncrcnWbfN7 ...

Group 1: Company Overview - BAE Systems plc has introduced the CV90 MkIV combat vehicle for the Czech Army, with plans to produce 39 units in Sweden and 207 in the Czech Republic, with final deliveries expected by 2030 [1][9] - The CV90 MkIV is the latest version of the CV90 family, designed for versatility in various combat scenarios, enhancing mobility, firepower, and protection [2][9] Group 2: Product Specifications - The CV90 MkIV features a new engine with up to 1,000 horsepower and an upgraded transmission, increasing its Gross Vehicle Weight Rating from 35-38 tons, allowing for an additional three tons of payload while maintaining agility [3] Group 3: Industry Growth Potential - Rising global security challenges are prompting nations to modernize military capabilities, leading to increased defense budgets focused on advanced technologies, particularly in armored combat vehicles [4] - The global armored vehicle market is projected to grow at a CAGR of 5.7% from 2025 to 2030, presenting significant growth opportunities for BAE Systems [5] Group 4: Competitive Landscape - Other defense companies such as Textron Inc., RTX Corporation, and General Dynamics Corp. are also positioned to benefit from the expanding armored fighting vehicle market, with respective long-term earnings growth rates of 10%, 9.1%, and 10.7% [6][7][10] - General Dynamics' product portfolio, including the M1 Abrams and Stryker vehicles, is in strong demand within the military sector [8] Group 5: Stock Performance - BAE Systems shares have increased by 31.8% over the past year, slightly underperforming the industry growth of 34.3% [11]

记者丨黎雨桐 编辑丨陈思颖 A股今日8月收官，截至收盘，A股三大指数全线飘红，上证指数涨0.37%，深证成指涨0.99%。 | 全市场超3300个股下跌。 | | --- | 锂电股持续爆发 寒武纪跌超6% 相关机构表示，展望后市，长期乐观，尤其是中国市场中通信、芯片等代表先进生产力的科技行业景气度延续值得期待。海外方面杰克逊霍尔 会议打开9月降息窗口账户，宽松的美元流动性外溢推动了本轮全球市场的"水牛"行情。美元指数年初以来大幅下行约10%，接近长期均值水 平，为非美市场创造了有利条件。在全球牛市中，A股凭借独特优势展现潜力。 创业板指数冲向3 0 0 0点大关 截至29日收盘，创业板指涨超2%， 盘中突破2900点，续创3年多新高。 创业板指本月累计涨超24% 消息面上，国家发改委表示，将加快建设全国统一大市场，研究制定纵深推进全国统一大市场建设的行动方案，强化妨碍全国统一大市场建设 典型案例通报，持续推进市场准入壁垒清理整治行动，统一政府行为的尺度，进一步规范地方招商引资行为，加快推进价格法修订，出台互联 网平台价格行为规则， 会同有关部门依法依规查处低于成本倾销、夸大和虚假宣传的行为 ，加快治理部分领 ...

Drones are pushing tanks, armored carriers and sometimes even soldiers from the Ukrainian front line. But artillery, the historic battlefield staple, is digging in. https://t.co/971BSJAie7 ...

Group 1: Northrop Grumman Corporation (NOC) Contract - Northrop Grumman Corporation secured a contract valued at $99.1 million to support the Department of Defense's Combined Joint All-Domain Command and Control (JADC2) program [1][8] - The contract involves developing the Initial Providence Distributed Battle Management Command and Control System Minimum Viable Products, aimed at providing resilient, interoperable, and secure information dominance solutions [1] - The work related to the contract will be performed across multiple locations in the United States, with project completion expected by March 2028 [2] Group 2: C4ISR Market Growth - Global spending on advanced military systems, particularly Command, Control, Communications, Computers, Intelligence, Surveillance and Reconnaissance (C4ISR) technologies, is rapidly increasing due to countries enhancing their defense capabilities [3] - Mordor Intelligence forecasts a compound annual growth rate of 3.2% for the global C4ISR market during the 2025-2030 period [3] - Northrop Grumman, as a prominent player in military-grade C4ISR technologies, has been delivering advanced networking capabilities for over 60 years [4] Group 3: Competitors and Market Position - Lockheed Martin Corporation provides advanced systems for surveillance, reconnaissance, and battle management, with a long-term earnings growth rate of 10.3% and a projected 4.6% year-over-year sales growth for 2025 [5][6] - RTX Corporation focuses on integrated defense systems and has a long-term earnings growth rate of 9.1%, with a 6.1% year-over-year sales growth forecast for 2025 [6][7] - General Dynamics Corporation offers advanced communication systems and ISR platforms, with a long-term earnings growth rate of 10.7% and a projected 7.2% year-over-year sales growth for 2025 [7][9] Group 4: Stock Performance - NOC shares have gained 23.5% in the past three months, outperforming the industry growth of 7.2% [10]

Market Overview - The A-share market saw all three major indices close higher on August 12, with the Shanghai Composite Index rising by 0.50%, the Shenzhen Component Index by 0.53%, and the ChiNext Index by 1.24%. The North Star 50 Index, however, fell by 0.62% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.9052 trillion yuan, an increase of 55.3 billion yuan compared to the previous day, with over 2,000 stocks rising across the market [1] Sector Performance - The gas, photolithography, and brain-computer interface sectors experienced gains, while the energy metals and military equipment sectors underwent adjustments [3] - The photolithography sector led with a rise of 2.26%, followed closely by the brain-computer interface sector at 2.37%. The liquid cooling server sector increased by 1.46%, while the military sector declined by 0.59% [4] - Notable stocks included Oriental Hanyu, Xinjiang Torch, and Hongtong Gas, which all hit the daily limit up, while energy metal stocks like Yongshan Lithium and Rongjie shares fell nearly 4% [4] Local Stocks - Local stocks in Xinjiang saw a resurgence, with Ba Yi Steel, Beixin Road and Bridge, Xinjiang Communications Construction, and Xinjiang Torch all achieving three consecutive limit-up days. Hongtong Gas recorded five limit-ups in six days [6]