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8个月新高,国防军工ETF初露锋芒!中航沈飞续刷历史新高!后续催化密集,当前或仍处于布局窗口期
Xin Lang Ji Jin· 2025-07-18 12:00
| 序号 | ਜਿਨ੍ਹ | 名称 | 现价 | 器联集 | 成交额 ▼ | 总书伯1 | 申万二级行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 600760 | 中航沈飞 | 65.64 c | 2.92% | 42.96 Z | 1861 Z | 航空装备II | | 2 | 601606 | 长城军 1 | 29.22 c | -3.82% | 31.66亿 | 21212 | 地面兵装Ⅱ | | 3 | 600967 | 内蒙一机 | 19.19 c | 5.67% | 31.36亿 | 327亿 | 地面兵装Ⅱ | | 4 | 302132 | 中航成飞 | 86.59 c | 0.71% | 20.61亿 | 2318亿 | 三国十八 | | 5 | 600316 | 洪都航空 | 39.92 c | 8.27% | 19.274Z | 2867 | 航空装备Ⅱ | | 6 | 002265 | 11 1698 | 33,62 c | 10.01% | 19.134Z | 347 亿 | 汽车零部件 | | 7 | 000 ...
无人机母舰首飞引关注,航空航天ETF(159227)逆市吸金彰显军工潜力
Mei Ri Jing Ji Xin Wen· 2025-07-15 04:32
Core Viewpoint - The military industry is experiencing a short-term adjustment, with the aerospace and defense sector index declining by 1.13% as of 11:06 AM on July 15, highlighting mixed performance among component stocks [1] Group 1: Market Performance - The aerospace and defense ETF (159227), which tracks the CN5082 index, fell by 1.27% with a trading volume of 52.01 million yuan, marking 13 consecutive trading days of net inflow totaling 312 million yuan, bringing its latest scale to 570 million yuan, the largest among its peers [1] - The CN5082 index shows a high concentration in the military industry, with 98.2% of its components belonging to the military sector, and aerospace equipment accounting for 66.5% of its weight [2] Group 2: Technological Advancements - The recent public demonstration of the "Jiutian" drone mothership by the China Eastern Military team showcases its capabilities, including a wingspan of 25 meters and a payload of 6 tons, capable of carrying 300 "Xuanbird" suicide drones for saturation attacks [1] - The "Jiutian" system achieved a 92% penetration rate against the US-made "Patriot-3" defense network during simulated confrontations, indicating significant advancements in large drone platforms and potential benefits for the military supply chain [1] Group 3: Future Outlook - According to Dongfang Securities, the military trade sector is expected to become a second growth driver as the industry continues to recover in the final year of the 14th Five-Year Plan, with upstream components and key materials poised to benefit from increased demand [2]
捷报频传!中国科技仿佛进入了“井喷期”
转自:北京日报客户端 5月22日,小米公司自主研发设计的3nm手机SoC芯片"玄戒O1",在小米15周年战略新品发布会上正式 亮相,引发全球热议。 这也标志着,小米成为继苹果、高通、联发科后全球第四家发布自主研发设计的3nm制程手机芯片的企 业。 5月22日,小米公司召开15周年战略新品发布会。 而小米芯片只不过是最近一段时间中国科技领域的亮点之一。 近几周,无论是民用领域,还是军用领域,都是突破不断、捷报频传,一大批中国自主研发的科技产品 开花结果,一大批"上天入海"的大国重器正式亮相。 国内外不少网友感叹,中国科技仿佛进入了"井喷期"。 硬核科技,重塑行业版图。 近年来,中国民用科技呈现多点突破、跨界融合的爆发态势,科技产品正以前所未有的速度重塑产业生 态和生活图景。 国产芯片和操作系统取得重要突破。 最近,华为昇腾云、鸿蒙系统笔记本电脑、小米芯片接连发布,标志着中国科技企业正在完成从"技术 跟随"向"标准引领"的飞跃。 5月16日,华为云自主研发的昇腾云CloudMatrix 384超节点在华为AI峰会上公开亮相,揭开了新一轮AI 算力基础设施革命的序幕。 昇腾云CloudMatrix 384的六大优势 ...