【机构龙虎榜解读】Al Agent+华为+外贸,境外营收占比超 受益于中美贸易关系好转,联合华为打造Al Agents 40%, 2.0,有望实现"Al大模型+垂类模型"在制造业内的落地,这 家公司获净买入 2025.05.13 18:47 星期二 一、盘面简达 市场全天高开低走,三大指数涨跌不一,沪深两市全天成交额1.29万亿,较上个交易日缩量169亿。盘面上,市场热点较为杂 乱,个股跌多涨少,全市场超3200只个股下跌。从板块来看,港口航运股集体大涨,南京港等多股涨停。化工股再度走强,红 墙股份等涨停。银行股逆势活跃，浦发银行等再创历史新高。下跌方面，军工股集体调整,中航成飞等多股跌超5%。板块方 面,港口、光伏设备、环氧丙烷、银行等板块涨幅居前, 军工、商业航天、轨交设备、小金属等板块跌幅居前, 二、机构动向 今日机构参与度较昨日有所提升,净买卖额超1000万元个股共22只,净买入13只,净卖出9只,其中净买入天箭科技1.53亿、奥 普光电9902万、拓斯达8899万,净卖出跨境通1.02亿、航天南湖8867万、德力股份3237万。 三、焦点公司 酷特智能: Al Agent+华为+外贸, 公司于202 ...

政策、地缘政治和技术革命共同推动了中国军工企业发展，同时一次次实际应用也展现了中国军工得实力和前景 文｜ 《财经》特约撰稿人 陈亮 记者 张建锋 实习生 周忻儿 编辑｜ 李皙寅 杨秀红 军工概念开始回调了吗？ 5月13日，之前大热的军工概念股收盘表现整体呈下跌态势。截止今日收盘，军工板块指数（BK0490）报64179.42点，跌 幅1.64%，板块内上涨78家，平盘19家，下跌404家。 此前， 4月29日至5月12日以来的七个交易日内，六度收红。上述七个交易日内，国防军工板块涨幅在所有申万一级行业中 高居首位。 国防军工板块近期大涨的背后，是机构资金在大举买入。内外部利好因素也推动了本轮军工股大涨。军工股基本面也在向 好，数据统计，有近半企业的营收和利润双增长。此外，政策导向、地缘政治和技术革命也是本轮军工股上涨的助推器。 截至5月12日军工概念板块涨幅 供图/陈亮 从业绩表现来看，同花顺数据显示，截至5月12日，142家A股军工上市公司2025年一季报披露完毕，，其中77家公司营收 实现正增长，47家营收增幅超20%；61家净利润为正，25家净利润增速超100%。 基本面向好 根据东方财富数据，截至5月 ...

Group 1: Market Activity - Eight stocks have sealed orders exceeding 100 million yuan, with Chengfei Integration and Wanxiang Qianchao leading at 494 million yuan and 206 million yuan respectively [2] - The top stocks by sealed order volume include Huaihe Energy, Wanxiang Qianchao, Chengfei Integration, and Huafang Co., with volumes of 257,200 lots, 244,200 lots, 221,900 lots, and 208,900 lots respectively [2] - Multiple stocks experiencing continuous涨停 (limit-up) include Chengfei Integration, Tianjian Technology, and Lijun Co., with Chengfei Integration achieving three consecutive涨停 [2] Group 2: Company Performance - Chengfei Integration reported a revenue of 506 million yuan in Q1, a year-on-year increase of 3.72%, and a net profit of 484,300 yuan, marking a turnaround from losses [3] - ST Yanfeng achieved a revenue of 295 million yuan in Q1, a significant year-on-year increase of 1669.88%, and also turned a profit [5] - Wanli Co. reported a revenue of 668 million yuan for the full year of 2024, a decrease of 3.51% year-on-year, while net profit increased by 1.05% to 35.1 million yuan [7] Group 3: Industry Insights - The military trade export of China is entering a new phase, with opportunities for self-controlled equipment exports, as the country has achieved a net surplus in military trade [2] - The textile industry is undergoing a "supply upgrade" initiative led by the Ministry of Industry and Information Technology and the Ministry of Commerce, aimed at enhancing the textile and apparel sector by 2025 [6] - Companies in the defense and aerospace sectors, such as Tianjian Technology and Lijun Co., are involved in high-tech manufacturing for military applications, including radar-guided missile systems and aerospace components [9]