智通财经获悉，中船防务(00317)再涨超6%，截至发稿，涨3.54%，报16.67港元，成交额1.02亿港元。 消息面上，8月4日晚，中国船舶重工股份有限公司发布公告称，公司拟被中国船舶工业股份有限公司以 发行A股股票方式吸收合并。本次交易已获中国证监会同意注册，合并完成后，中国重工将不再具有独 立主体资格并被注销。市场认识认为，此次合并是中国船舶集团内部资源整合的重要一步，未来可能进 一步整合中船防务，形成 "三船合并" 的格局。 此外，建银国际发布研报称，基于造船业利润的季节性因素，加上毛利率假设较先前预期更乐观，将中 船防务2025至27年净利润预测上调24%至32%。预计附属公司黄埔文冲目前持有约540亿元人民币的新 船订单储备，将支持2025至27年盈利年均复合增长率达70%。 本文源自智通财经网 ...

此外，建银国际发布研报称，基于造船业利润的季节性因素，加上毛利率假设较先前预期更乐观，将中 船防务2025至27年净利润预测上调24%至32%。预计附属公司黄埔文冲目前持有约540亿元人民币的新 船订单储备，将支持2025至27年盈利年均复合增长率达70%。 消息面上，8月4日晚，中国船舶重工股份有限公司发布公告称，公司拟被中国船舶工业股份有限公司以 发行A股股票方式吸收合并。本次交易已获中国证监会同意注册，合并完成后，中国重工将不再具有独 立主体资格并被注销。市场认识认为，此次合并是中国船舶集团内部资源整合的重要一步，未来可能进 一步整合中船防务，形成 "三船合并" 的格局。 智通财经APP获悉，中船防务(00317)再涨超6%，截至发稿，涨3.54%，报16.67港元，成交额1.02亿港 元。 ...

Core Viewpoint - China Shipbuilding Defense (中船防务) has seen a significant stock price increase, attributed to the announcement of a merger within the China Shipbuilding Group, indicating a strategic move towards resource integration within the industry [1] Group 1: Company Developments - As of the latest report, China Shipbuilding Defense's stock rose over 6%, currently trading at 16.67 HKD with a transaction volume of 102 million HKD [1] - On August 4, China Shipbuilding Industry Co., Ltd. announced plans to absorb China Shipbuilding Heavy Industry Co., Ltd. through the issuance of A-shares, which has received approval from the China Securities Regulatory Commission [1] - Following the merger, China Shipbuilding Heavy Industry will lose its independent status and be deregistered, marking a significant restructuring within the group [1] Group 2: Market Expectations - Market analysts view this merger as a crucial step in the internal resource consolidation of the China Shipbuilding Group, with potential future integration of China Shipbuilding Defense, leading to a "three-ship merger" scenario [1] - Jianyin International has revised its profit forecasts for China Shipbuilding Defense for 2025 to 2027, increasing net profit estimates by 24% to 32% due to seasonal factors in shipbuilding profitability and more optimistic gross margin assumptions [1] - The subsidiary Huangpu Wenchong is reported to hold approximately 54 billion RMB in new ship orders, which is expected to support an average annual compound growth rate of 70% in profits from 2025 to 2027 [1]

Core Viewpoint - The merger between China Shipbuilding Industry Corporation (China Shipbuilding) and China Heavy Industry Corporation (China Heavy) is set to create the largest shipbuilding company in the A-share market, consolidating assets and resources to enhance competitiveness globally [1][3]. Group 1: Merger Details - China Shipbuilding plans to absorb and merge with China Heavy through a share exchange, with the approval from the China Securities Regulatory Commission (CSRC) [1][3]. - Following the merger, China Heavy will lose its independent status and will apply for voluntary delisting from the Shanghai Stock Exchange [1][2]. - The merger is expected to result in total assets exceeding 400 billion yuan and annual revenue surpassing 130 billion yuan, positioning the combined entity as a global leader in the shipbuilding industry [3][4]. Group 2: Financial Performance - China Shipbuilding anticipates a net profit of 2.8 billion to 3.1 billion yuan for the first half of the year, reflecting a year-on-year increase of 98.25% to 119.49% [5]. - China Heavy expects a net profit between 1.5 billion to 1.8 billion yuan for the same period, indicating a significant year-on-year growth of 181.73% to 238.08% [5]. Group 3: Strategic Implications - The merger aims to integrate the strengths of both companies in shipbuilding, repair, and marine technology, enhancing operational efficiency and governance [4]. - The combined company will focus on advanced shipbuilding technologies and market-driven reforms to solidify its position as a leading global shipbuilding entity [4].

格隆汇8月5日｜A股开盘，上证指数涨0.15%，深证成指涨0.34%，创业板指涨0.65%。盘面上，消费电 子概念盘初活跃，易德龙(603380)、福日电子(600203)涨停；"两船合并"新进展，将于8月13日起双双停 牌，中国船舶(600150)涨超3%，中国重工(601989)涨超2%；部分影视院线股回调，幸福蓝海(300528)跌 超3%；中药板块盘初走低，奇正藏药(002287)、新光药业(300519)跌超5%。(格隆汇) (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

小程序：A股盘前市场要闻速递 重要新闻 1. 加强个人境外收入监管，境外买卖股票收入也要缴税 《金融时报》刊文，据了解，近期有纳税人收到了税务部门通知，告知其需要依法办理境外所得申报并 缴纳相应税款。"根据我国个人所得税法，个人股票交易所得属于财产转让所得，应当适用20%的税率 按次征收。其中，个人在境内二级市场的股票交易所得暂免征收个人所得税；在境外直接进行股票交易 所得没有免税规定，需要在取得所得的次年申报纳税。"吉林财经大学税务学院院长张巍解释说。为了 更加合理的征收，我国税务部门在征管时，允许纳税人按照纳税年度盈亏相抵，但不允许跨年互抵。依 法纳税是每个公民应尽的义务。个人未申报或者未如实申报境外所得，除了会被税务机关要求补缴税款 外，还会被加收滞纳金，情形严重的还可能被稽查部门立案检查，将面临税务处罚。纳税人如果发现自 己此前申报个税时，存在少报、漏报境外所得的，要及时补正。 2. 央行7月未进行公开市场国债买卖 央行公布7月中央银行各项工具流动性投放情况，其中MLF净投放1000亿元，买断式逆回购净投放2000 亿元，未进行公开市场国债买卖。 3. 乘联分会：7月全国新能源乘用车厂商批发销量同比增 ...

Core Viewpoint - The merger between China Shipbuilding and China Heavy Industry has made significant progress, with the initiation of dissenting shareholders' cash option procedures [1][3] Group 1: Dissenting Shareholders' Rights - The exercise price for dissenting shareholders of China Shipbuilding is set at 30.02 CNY per share, while for China Heavy Industry, it is 4.03 CNY per share [3] - The declaration period for dissenting shareholders of China Shipbuilding is from August 13 to August 15, with specific hours for submission [3] - China Heavy Industry's dissenting shareholders can declare from August 13, 9:00 to 15:00 [3] - As of August 4, China Heavy Industry's closing price was 4.68 CNY per share, representing a 16.13% premium over the cash option exercise price [3] - China Shipbuilding's closing price on August 4 was 34.04 CNY per share, reflecting a 13.39% premium over the acquisition request exercise price [3] Group 2: Suspension and Merger Progress - China Shipbuilding will resume trading on the day the results of the dissenting shareholders' acquisition request are announced, while China Heavy Industry will remain suspended until delisting [4] - The merger transaction has received regulatory approval, with the China Securities Regulatory Commission consenting to the share exchange merger plan on July 18 [4] - This merger is considered the largest absorption merger in the history of A-share listed companies [4] - Post-merger, the total assets of the restructured China Shipbuilding are expected to exceed 400 billion CNY, with annual revenue surpassing 130 billion CNY [4] - The merger aims to eliminate competition between the two companies, optimize the shipbuilding sector's resource allocation, and enhance core competitiveness through synergies [4]

Group 1 - A-share market sees over 100 billion yuan in cash dividends as 30 companies announce mid-term dividend plans for 2025 [1] - The trend of multiple dividends per year is expected to become a standard practice among listed companies, with an anticipated increase in the number of companies implementing mid-term dividends in 2025 [1] - Tesla grants CEO Elon Musk 96 million shares of restricted stock, valued at approximately 29 billion dollars based on last week's closing price [3] Group 2 - In July 2025, nearly 2 million new investors entered the A-share market, marking a year-on-year increase of over 70% [3] - Cumulative new investors in the A-share market from January to July 2025 reached approximately 14.56 million, a significant increase of 36.9% compared to the same period in 2024 [3] Group 3 - The Ministry of Finance emphasizes the use of proactive fiscal policies to boost consumption and expand domestic demand [5] - The People's Bank of China advocates for moderately loose monetary policies to support technological innovation and stabilize foreign trade [5] - The China Securities Regulatory Commission aims to consolidate market stability and enhance regulatory effectiveness [5] Group 4 - Guizhou Moutai repurchased 345.17 million shares, spending a total of 5.301 billion yuan [26] - The company plans to reduce its registered capital through the repurchased shares [26] Group 5 - Guoquan Food plans to distribute a mid-term dividend of 190 million yuan, with a total shareholder return exceeding 499 million yuan for 2025, a 130.7% increase year-on-year [15] - Yutong Bus reports a cumulative sales increase of 2.63% in the first seven months of 2025 [15] Group 6 - ChipLink Integrated achieved a 21.38% increase in revenue for the first half of 2025, with AI revenue contributing 6% of total revenue [31] - The company reported a significant reduction in net loss, with a quarterly profit for the first time [31] Group 7 - China Heavy Industry is set to delist from A-shares as it merges with China Shipbuilding, with trading suspended from August 13, 2025 [22]

今日无新股申购，无新股上市。 【重要新闻】 【加强个人境外收入监管 境外买卖股票收入也要缴税】8月4日，据《金融时报》报道，近期有纳税人 收到了税务部门通知，告知其需要依法办理境外所得申报并缴纳相应税款。"根据我国个人所得税法， 个人股票交易所得属于财产转让所得，应当适用20%的税率按次征收。其中，个人在境内二级市场的股 票交易所得暂免征收个人所得税；在境外直接进行股票交易所得没有免税规定，需要在取得所得的次年 申报纳税。"吉林财经大学税务学院院长张巍解释说。但股票交易可能涉及多次，并且有亏有赚，这时 应该如何计税？记者在采访中了解到，股票交易频次高、价格波动大，如果按每笔交易计税且不允许抵 扣亏损的话，税负较重，计算难度也比较大。因此，为了更加合理的征收，我国税务部门在征管时，允 许纳税人按照纳税年度盈亏相抵，但不允许跨年互抵。依法纳税是每个公民应尽的义务。个人未申报或 者未如实申报境外所得，除了会被税务机关要求补缴税款外，还会被加收滞纳金，情形严重的还可能被 稽查部门立案检查，将面临税务处罚。纳税人如果发现自己此前申报个税时，存在少报、漏报境外所得 的，要及时补正。 【隔夜行情】 •周一（2025年8月4 ...

Market Overview - US stock markets collectively rose overnight, with the Dow Jones up 1.34%, Nasdaq up 1.95%, and S&P 500 up 1.47%. The Nasdaq Golden Dragon China Index rose 1.33%. Leveraged ETFs for Chinese stocks saw significant gains, with a triple-leveraged ETF peaking over 6% and a double-leveraged ETF rising nearly 5% [1] - The international capital community is increasingly allocating assets to China, with nearly 60% of sovereign wealth funds prioritizing China as an investment market. Chinese stocks have become the second-largest overseas investment destination for South Korean investors, and 19% of global family offices plan to increase their allocation to Chinese assets [1] Stock Market Dynamics - In July, stock ETFs experienced a net redemption of 24.83 billion units, a significant increase from the 8.37 billion units redeemed in June. Year-to-date, stock ETFs have seen a total net redemption of 800 million units [5] - On August 4, southbound funds recorded a net sell-off of 18.09 billion HKD, marking the largest single-day net sell since May 12. Major sell-offs were seen in the Tracker Fund and Hang Seng China Enterprises Index [5] - As of August 4, 387 A-share companies have disclosed share buyback progress since July, involving a total amount of 60.24 billion CNY. Over 60% of these companies received special loans to support their buyback plans [6] Industry Developments - The Chinese e-sports industry generated 12.76 billion CNY in revenue in the first half of 2025, reflecting a year-on-year growth of 6.1%. The global gaming market is projected to exceed 120 billion USD by 2028, indicating potential for valuation recovery in the gaming sector [9] - The penetration rate of new energy vehicles reached a historical high of 44.3% in the first half of this year, with wholesale sales of new energy passenger vehicles reaching 1.18 million units in July, a 25% year-on-year increase [13] - The issuance of new local government special bonds accelerated, with 616.94 billion CNY issued in July, marking a significant increase from the previous month. The total issuance for the year reached 2.16 trillion CNY, a 45% year-on-year growth [10] Company Announcements - China Shipbuilding announced plans for a major asset restructuring project, with its stock set to be suspended from trading starting August 13, 2025 [7] - Tencent released four open-source small-sized models suitable for low-power scenarios, which are now available on platforms like GitHub and Huggingface [6] - Guizhou Moutai has repurchased a total of 3.45 million shares, with a total expenditure of 5.30 billion CNY [15]