| | | 7月机构重点关注股 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 机构买入评级数 | 7月涨跌幅(%) | 行业 | | | | (次) | | | | 605499 | 东鹏饮料 | 34 | -10.43 | 食品饮料 | | 2032500 | 药明康德 | 18 | 38.42 | 医药生物 | | 603486 | 科沃斯 | 14 | 36.72 | 家用电器 | | 000729 | 能京啤酒酒 | 13 | -2.51 | 食品饮料 | | 601127 | 惠力斯 | 13 | -5.52 | 汽车 | | 002311 | 海大集团 | 12 | -3.70 | 农林牧渔 | | 002463 | 沪电股份 | 12 | 32.15 | 电子 | | 600011 | 华能国际 | 12 | 6.53 | 公用事业 | | 601633 | 长城汽车 | 12 | 2.78 | 汽车 | | 601138 | √富联 | 11 | 65.05 | 电子 | | 600150 | 中国船舶 | 10 | 5.50 | 国防军 ...

Core Viewpoint - China Shipbuilding Industry Co., Ltd. plans to absorb and merge with China Shipbuilding Heavy Industry Co., Ltd. through a share exchange, having received approval from the China Securities Regulatory Commission [1][2]. Group 1: Transaction Details - The transaction involves issuing A-shares to all shareholders of China Shipbuilding Heavy Industry Co., Ltd. as part of the merger process [1]. - The company will announce arrangements for dissenting shareholders' buyout rights after obtaining registration from the China Securities Regulatory Commission [1][3]. Group 2: Dissenting Shareholders - Dissenting shareholders who voted against the merger and hold shares as of the registration date have the right to exercise buyout requests [2]. - The total number of dissenting shares is approximately 18.54 million, with a buyout price set at 30.02 yuan per share [2]. - China Shipbuilding Group Co., Ltd. is responsible for fulfilling the buyout requests, demonstrating strong financial capability [2]. Group 3: Compliance and Disclosure - The company will handle related matters according to the approval from the China Securities Regulatory Commission and relevant laws, ensuring timely information disclosure [3]. - Investors are encouraged to pay attention to subsequent announcements regarding the transaction [3].

Core Viewpoint - The Shanghai Military Industry Index has shown a decline of 1.21% recently, but it has experienced significant growth over the past months, indicating a mixed performance in the military sector [1]. Group 1: Index Performance - The Shanghai Military Industry Index decreased by 1.21% to 8305.87 points, with a trading volume of 33.054 billion yuan [1]. - Over the past month, the index has increased by 1.89%, and over the last three months, it has risen by 20.48%. Year-to-date, the index has grown by 15.11% [1]. Group 2: Index Composition - The index comprises companies primarily engaged in the military industry, selected from the top ten military groups and other related firms [1]. - The top ten weighted stocks in the index are: China Shipbuilding (9.35%), AVIC Shenyang Aircraft (8.46%), Aero Engine Corporation (6.78%), China Shipbuilding Industry Corporation (6.51%), AVIC Avionics (3.68%), Aerospace Electronics (3.19%), China Power (3.17%), Western Superconducting (3.02%), Ruichuang Micro-Nano (2.93%), and AVIC High-Tech (2.69%) [1]. Group 3: Sector Allocation - The index is fully composed of stocks listed on the Shanghai Stock Exchange, with an industrial sector allocation of 77.69%, information technology at 11.89%, materials at 5.78%, telecommunications at 3.26%, and consumer discretionary at 1.37% [1]. Group 4: Sample Adjustment - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, with a sample adjustment ratio not exceeding 10% [2]. - Weight factors are fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2].

Group 1 - The core viewpoint of the news is that the China Securities Index for the shipbuilding industry has shown a slight decline recently, but it has experienced significant growth over the past three months and year-to-date [1] - The China Securities Index for the shipbuilding industry decreased by 1.0% to 1397.26 points, with a trading volume of 12.892 billion yuan on the reporting day [1] - Over the past month, the index has increased by 0.10%, by 12.75% over the last three months, and by 8.99% year-to-date [1] Group 2 - The index comprises 40 representative listed companies involved in ship materials, ship supporting, ship manufacturing, and shipping, reflecting the overall performance of the shipbuilding industry [1] - The top ten weighted companies in the index are China Shipbuilding (15.06%), China Heavy Industry (14.33%), China Power (14.31%), and others, indicating a concentration in a few major players [1] - The index's holdings are primarily listed on the Shanghai Stock Exchange (80.70%) and the Shenzhen Stock Exchange (19.30%) [1] Group 3 - The index is heavily weighted towards the industrial sector, which accounts for 93.30% of the holdings, while materials and information technology make up 3.84% and 2.86%, respectively [1] - The index sample is adjusted semi-annually, with changes implemented on the next trading day following the second Friday of June and December [2] - The sample adjustment typically does not exceed 20% of the total sample, and weight factors are adjusted accordingly [2]

根据本次交易方案，公司在本次交易获得中国证监会注册后将 另行公告中国船舶异议股东收购请求权实施的相关安排（包括但不 限于相关时间安排、收购请求权的申报、结算和交割等），敬请广大 投资者后续关注公司本次交易相关安排的公告。 根据公司 2025 年第一次临时股东大会审议通过的《关于中国船 舶换股吸收合并中国重工暨关联交易方案的议案》及逐项表决的各 项子议案和《关于签署附生效条件的〈中国船舶与中国重工之换股 吸收合并协议〉的议案》，在公司 2025 年第一次临时股东大会上就 上述议案表决时均投出有效反对票，并且自公司 2025 年第一次临时 股东大会的股权登记日起，作为有效登记在册的股东，持续持有代 表该反对权利的股票（以下简称"异议股份"）直至收购请求权实施 1 证券代码：600150 证券简称：中国船舶 公告编号：2025-057 中国船舶工业股份有限公司 关于公司换股吸收合并中国船舶重工股份有限公司 暨关联交易事项的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 中国船舶工业股份有限公司（以下简称"中国船舶"或"公司 ...

金十数据8月1日讯，中国船舶公告，中国船舶拟以向中国重工全体换股股东发行A股股票的方式换股吸 收合并中国重工。在公司2025年第一次临时股东大会上就上述议案表决时均投出有效反对票，并且持续 持有异议股份的异议股东，有权就其投出的有效反对票的股份申报行使收购请求权。异议股东持股数量 预计约为不超过1,853.85万股，请求权行权价格为30.02元/股，本次交易将由中国船舶集团有限公司作 为中国船舶异议股东收购请求权的提供方。 中国船舶：本次交易的异议股东收购请求权行权价格为30.02元/股 ...

Core Viewpoint - China Shipbuilding Industry Corporation plans to issue A-shares to all shareholders of China Heavy Industry for a stock swap merger, allowing dissenting shareholders to exercise cash options [1] Group 1: Transaction Details - The merger will be conducted at the first extraordinary general meeting of shareholders in 2025 [1] - Dissenting shareholders who cast effective opposing votes and continue to hold dissenting shares will have the right to apply for cash options [1] - The number of dissenting shares is approximately 323 million, with an exercise price of 4.03 yuan per share [1] Group 2: Cash Option Provision - The cash option will be provided by Beijing Chengtong Investment Holdings Co., Ltd. for dissenting shareholders [1] - The upper limit of the cash option does not guarantee that the final exercise will occur, as the actual exercise quantity will depend on the effective application quantity from dissenting shareholders [1]

南财智讯8月1日电，中船汉光公告，中国船舶集团投资有限公司因吸收合并全资子公司中船资本控股 （天津）有限公司，将后者持有的2768.85万股中船汉光A股股份非交易过户至自身名下。变动后，中船 投资持股比例升至9.35%，成为中船汉光第三大股东。此次变动不影响中船汉光的控股股东和实际控制 人地位，控股股东仍为河北汉光重工有限责任公司，实际控制人仍为国务院国有资产监督管理委员会。 此权益变动已获得中国船舶集团有限公司批准，还需深圳证券交易所合规性确认及中国证券登记结算有 限责任公司深圳分公司办理股份登记过户手续。中船投资在未来12个月内暂无增持计划。 ...

Group 1 - The domestic aircraft carrier concept index declined by 1.45%, ranking among the top declines in the concept sector as of the market close on August 1 [1] - Within the domestic aircraft carrier concept sector, major stocks such as Beifang Navigation, Guorui Technology, and Optoelectronics experienced significant declines, while a few stocks like Bowei Alloy, China Marine Defense, and Nanshan Holdings saw slight increases [1][2] - The domestic aircraft carrier concept sector experienced a net outflow of 674 million yuan from main funds, with 27 stocks seeing net outflows, and 10 stocks having outflows exceeding 30 million yuan [2] Group 2 - The top net outflow stocks in the domestic aircraft carrier concept included Beifang Navigation with a net outflow of 210 million yuan, followed by Hailanxin and China Shipbuilding with outflows of 117 million yuan and 79.72 million yuan respectively [2][3] - The stocks with the highest net inflows included Haige Communication, China Power, and Zhenxin Technology, with inflows of 90.39 million yuan, 33.53 million yuan, and 13.88 million yuan respectively [2][3] - The trading volume and turnover rates varied among the stocks, with Beifang Navigation showing a turnover rate of 7.92% and a decline of 7.05% [2][3]

Group 1 - The China Shipbuilding sector experienced a decline of 2.54%, ranking among the top losers in the concept sector as of the market close on August 1 [1][2] - ST Emergency saw a significant drop of 20%, while China Shipbuilding Industry Corporation, Kunshan Intelligent, and China Shipbuilding also faced notable declines [1][2] - Only two stocks within the sector recorded gains, with China Marine Defense increasing by 0.64% and China Ship Special Gas rising by 0.13% [1][2] Group 2 - The China Shipbuilding sector faced a net outflow of 73 million yuan from major funds, with seven stocks experiencing net outflows [2] - China Shipbuilding led the outflow with 79.72 million yuan, followed by China Ship Han Guang and China Ship Technology with outflows of 25.34 million yuan and 6.45 million yuan, respectively [2] - Conversely, stocks such as China Power and China Heavy Industry saw net inflows of 33.53 million yuan and 6.28 million yuan, respectively [2]