Core Insights - China's offshore wind power industry has achieved global leadership in installed capacity and market scale, with a cumulative grid-connected capacity of 41.27 GW by the end of 2024, accounting for 49.6% of the global total [2][3] - The industry is focusing on deep-sea wind energy resource development and innovative models such as multi-energy coupling and "wind power +" to drive industrial upgrades [1][7] Industry Development - The offshore wind power sector in China has seen significant advancements, including the launch of the world's largest direct-drive floating offshore wind turbine, capable of withstanding extreme weather conditions [3] - The Jiangsu Dafeng 800 MW offshore wind project, the farthest from shore at 85.5 km, has successfully integrated domestic technology and achieved dynamic construction solutions [3][5] Technological Advancements - China's offshore wind power technology is mature, with a strong manufacturing capability that allows for the production of high-quality wind power equipment at the lowest cost [4] - The industry has established a complete supply chain, with domestic production capacities for wind turbines, blades, gearboxes, and generators accounting for 60%, 64%, 80%, and 73% of the global market, respectively [5] Policy Support - The Chinese government is providing targeted support for the offshore wind power industry, with local policies aimed at strengthening the supply chain and promoting the development of large-scale floating wind turbines [6] - The current electricity pricing mechanism is seen as a challenge, with ongoing efforts to improve market mechanisms during the 14th Five-Year Plan period [6] Future Directions - The development of deep-sea wind energy resources is expected to be a core focus for the offshore wind power industry during the 14th Five-Year Plan, with significant untapped potential in global offshore wind resources [7] - The integration of hydrogen production with offshore wind power is being explored as a means to enhance energy storage and distribution, contributing to a more sustainable energy supply [8]

| 上海市锦天城（深圳）律师事务所 | | | | | | --- | --- | --- | --- | --- | | 关于深圳爱克莱特科技股份有限公司 | | | | | | 法律意见书 | | | | | | 地址：深圳市福田中心区福华三路卓越世纪中心 | 1 | 号楼 21/22/23 | 层 | | | 电话：0755-82816698 | 传真：0755-82816898 | | | | | 上海市锦天城（深圳）律师事务 | | | | | | 所 | | | | 法律意见书 | | | 目 | 录 | | | | 上海市锦天城（深圳）律师事务所 | | | 法律意见书 | | | 释 义 | | | | | | 本法律意见书中，除非文义另有所指，下述词语分别具有以下含义： | | | | | | 公司、爱克股份 指 深圳爱克莱特科技股份有限公司 | | | | | | 激励计划、本次激励 | | | | | | 指 | 深圳爱克莱特科技股份有限公司2025年限制性股票激励计划 | | | | | 计划、本激励计划 | | | | | | 《激励计划（草 | | 《深圳爱克莱特科技股份有限公司2 ...

Group 1 - The central government emphasizes the high-quality development of the marine economy, with the national marine GDP expected to reach 11.18 trillion yuan in 2025, reflecting a year-on-year growth of 5.9% in 2024 [4][11][20] - The marine economy's contribution to the national GDP is projected to be 7.8%, with 15 marine industries achieving a total added value of 4.3733 trillion yuan in 2024, growing by 7.5% [21][22] - The deep-sea technology sector is identified as a key area for development, with significant investments and strategic initiatives aimed at enhancing capabilities in underwater observation, construction, and resource extraction [9][30][31] Group 2 - The report identifies 11 companies within the deep-sea economic industry chain listed on the Beijing Stock Exchange, including Audiwei (ultrasonic underwater ranging sensors), Wantong Hydraulic (hydraulic cylinders for offshore drilling platforms), and Klete (ventilation and air treatment systems) [40] - The marine engineering equipment manufacturing industry in China is experiencing a recovery, with an expected added value of 112.6 billion yuan in 2025, following a growth of 9.1% to 103.2 billion yuan in 2024 [30][33] - The report highlights the increasing market interest in deep-sea technology, with emerging sectors such as deep-sea energy storage and carbon sequestration expected to drive future growth [31][32]

具体来看，今日上榜营业部中，第一大买入营业部为国信证券股份有限公司深圳红岭中路证券营业部， 买入金额为1628.46万元，第一大卖出营业部为国泰海通证券股份有限公司上海宛平南路营业部，卖出 金额为1725.69万元。 近半年该股累计上榜龙虎榜15次，上榜次日股价平均跌0.76%，上榜后5日平均跌7.76%。（数据宝） 克莱特7月3日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国信证券股份有限公司深圳红岭中路证券营业部 | 1628.46 | 169.49 | | 买二 | 东方财富证券股份有限公司拉萨团结路第一证券营业 部 | 1034.09 | 610.36 | | 买三 | 国信证券股份有限公司北京分公司 | 840.00 | 133.84 | | 买四 | 中信建投证券股份有限公司北京东城分公司 | 820.72 | 51.32 | | 买五 | 东方财富证券股份有限公司拉萨团结路第二证券营业 部 | 815.20 | 640.57 | | 卖一 | 国泰海通证券股份有限公司上海宛平南路 ...

Market Overview - A-shares experienced a rebound on July 3, with the Shanghai Composite Index rising by 0.18%, the Shenzhen Component Index increasing by 1.17%, and the ChiNext Index gaining 1.9% [2] - A total of 3,271 stocks rose, with 66 hitting the daily limit up, while 1,866 stocks declined [3][4] - The total trading volume reached 13,335.06 billion, with a total of 108,789.9 million shares traded [4] Sector Performance - Computing hardware stocks surged again, with PCB and related sectors leading the gains. Notable stocks included Zhongjing Electronics, Bomin Electronics, and Jin'an Guoji, all hitting the daily limit up [5] - Innovative drug concept stocks continued their strong performance, with companies like Weiming Pharmaceutical and Shenzhou Cell also reaching the daily limit up [7] - The solid-state battery sector saw a midday rally, with stocks such as Dadongnan, Hongtian Co., and Zhongyi Technology hitting the daily limit up [9] Notable Stock Movements - Key stocks in the computing hardware sector included: - Yihua New Materials: +20.00% at 32.64 - Zhongyi Technology: +19.99% at 23.89 - Bomin Electronics: +10.04% at 10.41 [6] - In the innovative drug sector, significant gainers included: - Guangshengtang: +20.00% at 42.78 - Shenzhou Cell: +19.99% at 73.34 - Weiming Pharmaceutical: +10.03% at 10.86 [8] - Solid-state battery stocks also saw notable increases, with Zhongyi Technology at +19.99% and Hongtian Co. at +10.02% [10] Downward Trends - The marine economy sector faced adjustments, with Kelaite dropping over 10% [11] U.S.-China Trade Developments - The Trump administration canceled recent export licensing requirements for chip design software sales to China, a move aligned with a trade agreement aimed at easing key technology restrictions [12] - Major EDA (Electronic Design Automation) companies, including Synopsys, Cadence Design Systems, and Siemens, are expected to benefit from this change, as they previously required government approval to operate in China [12][13] - The EDA market, while only $11.5 billion, plays a crucial role in the $440 billion global semiconductor industry, with the top three companies controlling 74% of the market [13]

Core Viewpoint - The steel and photovoltaic sectors experienced significant market movements due to news of production cuts, with steel stocks surging and photovoltaic companies responding to planned production reductions. Steel Sector - The steel sector saw a substantial rally, with stocks like Shengde Xintai rising by 17% and several others hitting the daily limit up [3][6] - Chongqing Steel's stock surged over 90% at one point during the trading session, reflecting strong market sentiment [4][6] - Reports indicate that approximately half of the steel mills in Tangshan received notifications regarding production cuts, which could reduce daily output by 30,000 tons [6][9] - The China Iron and Steel Association is set to hold a meeting to discuss the industry's progress and challenges, indicating a focus on future strategies [6] Marine Economy - The marine economy sector showed strong performance, with stocks like Klete and Deepwater Haina hitting their daily limit up [7][9] - The Central Financial Committee emphasized the importance of high-quality development in the marine economy, which is expected to attract more investment and policy support [8][9] Photovoltaic Sector - The photovoltaic industry saw significant gains, with stocks like Xiuchang and Daye Intelligent reaching their daily limit up [10][12] - Major photovoltaic glass manufacturers are planning a collective production cut of 30% starting in July, which is expected to help stabilize the market [11][12] - Analysts suggest that the demand for photovoltaic products may weaken in the second half of the year, prompting companies to adjust their production strategies [12]

场内近3300股飘绿，医药板块回落，海辰药业跌约10%，荣昌生物跌超8%；券商、保险板块走弱；钢铁 板块午后爆发，盛德鑫泰涨17%，重庆钢铁、柳钢股份、首钢股份均涨停；海洋经济概念崛起，克莱特、 深水海纳等涨停；光伏产业链股拉升，秀强股份、大烨智能、通威股份、亚玛顿等均涨停。 港股方面，金山软件跌近10%，理想汽车、华虹半导体跌约3%；重庆钢铁股份午后狂拉，收盘涨超 90%，盘中一度暴涨超130%。 减限产消息扰动，钢铁、光伏概念爆发。 2日，沪指盘中窄幅震荡，创业板指、科创50指数等跌超1%；港股震荡回落，恒生科技指数翻绿。 具体来看，沪指、上证50指数在银行等板块的带动下表现坚挺，创业板指、科创50指数等均走弱。截至收 盘，沪指微跌0.09%报3454.79点，深证成指跌0.61%报10412.63点，创业板指跌1.13%报2123.72点， 科创50指数、北证50指数均跌超1%；沪深北三市合计成交14053亿元，较此前一日减少逾900亿元。 港股方面，重庆钢铁股份涨超90%，盘中一度暴涨超130%；鞍钢股份涨近13%。 消息面上，唐山环保减限产力度加大，市场流传唐山市场7月4日—15日的减排限产措施的消 ...

Group 1 - The A-share market showed a mixed pattern on July 2, with a total of 60 stocks hitting the daily limit up, and the overall success rate of limit-up stocks was 79% [1] - The focus of the market was on several strong-performing stocks, including Zhejiang Dongri in the brain-computer interface sector, which achieved its 7th limit-up in 12 days [1] - The marine economy sector performed notably well, with stocks like Shenwater Haina and Kelaite reaching their limit-up, while the aquaculture sector saw multiple stocks, including Guolian Aquatic and Zhangzidao, also hitting limit-up [1] Group 2 - The photovoltaic equipment sector received a net inflow of 4.491 billion yuan from main funds, ranking first among all industries [2] - Traditional industries such as steel, food and beverage, and energy metals also attracted significant attention from funds [2] - In contrast, the semiconductor sector faced a net outflow of 6.792 billion yuan from main funds, along with other tech sectors like communication equipment and software development experiencing outflow pressure [2]

Group 1 - The marine engineering equipment sector has experienced a surge, with notable stocks such as Klete rising over 27% and several others reaching their daily limit up [1][2] - The significant price increases in stocks like Deepwater Haina and Daye Intelligent, both hitting the 20% limit up, indicate strong market interest and potential investment opportunities [1][2] - The overall market capitalization of these companies reflects their growing importance in the marine economy, with Klete's market cap at 4.066 billion and Deepwater Haina at 3.84 billion [2] Group 2 - The Central Financial Committee emphasized the need for high-quality development of the marine economy, focusing on innovation, efficient collaboration, and industrial upgrades [3][4] - There is a push for increased policy support and social capital involvement in the marine economy, highlighting the strategic importance of marine technology and the development of leading enterprises [4][5] - The meeting underscored the importance of marine ecological protection and the need for comprehensive management of key marine areas, which could impact future investments in marine-related sectors [5][6] Group 3 - The deep-sea economy is anticipated to experience a "second wave" of growth, following a previous surge in March, driven by supportive policies and market interest [8][11] - Historical performance shows significant gains in deep-sea technology stocks, with Klete and others experiencing substantial increases, indicating a potential for future profitability [8][11] - Analysts suggest that deep-sea technology, still in its early commercialization phase, may follow a trajectory similar to that of the low-altitude economy, leading to further market opportunities [11][12]

Group 1 - The marine economy concept saw significant stock price increases, with notable gains in companies such as Klete rising over 20%, Deepwater Haina hitting a 20% limit up, and Zhongke Haixun increasing by over 13% [1] - The Central Financial Committee's sixth meeting emphasized the importance of high-quality development in the marine economy, focusing on innovation, efficient collaboration, industrial upgrades, harmonious human-sea relationships, and win-win cooperation [1] - Key strategies include enhancing top-level design, increasing policy support, encouraging social capital participation, and improving independent innovation capabilities in marine technology [1] Group 2 - Zheshang Securities highlighted the growing strategic importance of marine power, indicating that the development of deep-sea technology is crucial for building a marine power nation, with expectations for upcoming industry policies and funding support [2] - Tianfeng Securities outlined the deep-sea technology industry chain, which includes deep-sea materials, deep-sea equipment, and deep-sea digitalization, noting that deep-sea materials are foundational and involve high-performance steel and titanium alloys [2] - The demand for deep-sea equipment is rapidly increasing, with a focus on underwater detection, construction operations, oil and gas production, and mineral development, indicating an upward cycle in the shipbuilding and marine engineering equipment industry [2]