| 证券代码：600150 | 证券简称：中国船舶 | 上市地：上海证券交易所 | | --- | --- | --- | | 证券代码：601989 | 证券简称：中国重工 | 上市地：上海证券交易所 | 中国船舶工业股份有限公司 换股吸收合并中国船舶重工股份有限公司 暨关联交易报告书（草案） （注册稿） 中国（上海）自由贸易试验区浦东大道 1 号 北京市海淀区昆明湖南路 72 号 吸并方 被吸并方 中国船舶工业股份有限公司 中国船舶重工股份有限公司 吸并方独立财务顾问 被吸并方独立财务顾问 二〇二五年七月 1 中国船舶工业股份有限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报告书 公司声明 本次交易的证券服务机构已同意在本报告书及其摘要中援引其提供的文件相关材 料及内容，相关证券服务机构已对本报告书及其摘要中援引的相关内容进行了审阅，确 认本报告书及其摘要不致因引用上述内容而出现虚假记载、误导性陈述或重大遗漏，并 对其真实性、准确性和完整性承担相应的法律责任。 3 一、吸收合并双方及其全体董事、高级管理人员保证本报告书及其摘要内容的真实、 准确、完整，并对其虚假记载、误导性陈述或重大遗漏负相应的法律 ...

证券代码：601989 证券简称：中国重工 公告编号：临 2025-040 中国船舶重工股份有限公司关于 上海证券交易所（以下简称"上交所"）并购重组审核委员会于2025年7月4 日召开2025年第8次并购重组审核委员会审议会议，对中国船舶本次交易的申请 进行了审议。根据上交所并购重组审核委员会发布的《上海证券交易所并购重组 审核委员会2025年第8次审议会议结果公告》，本次会议的审议结果为：本次交 易符合重组条件和信息披露要求。 结合上交所并购重组审核委员会审核通过本次交易等实际情况，公司对《中 国船舶工业股份有限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 报告书（草案）（上会稿）》（以下简称"重组报告书草案上会稿"）的部分内 容进行了补充和修订，形成了《中国船舶工业股份有限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报告书（草案）（注册稿）》。相较于重组报告 书草案上会稿，本次修订的主要情况如下： 1 | 重组报告书章节 | | 主要修订内容 | | --- | --- | --- | | 公司声明 | | 根据中国船舶取消监事会情况更新相关表述； | | | | 更新本次交易尚需获得的批 ...

Group 1 - The core point of the news is that China Shipbuilding Industry Co., Ltd. has successfully obtained approval from the Shanghai Stock Exchange for the merger and acquisition of China Shipbuilding Industry Corporation, which will lead to the termination of the latter's listing and the transfer of all assets, liabilities, and rights to the former [1] - Following the merger, China Shipbuilding is expected to become the largest publicly listed shipbuilding company globally, with a projected market value exceeding 250 billion yuan and total assets surpassing 400 billion yuan [1] - As of July 4, the market capitalization of China Shipbuilding was 146.7 billion yuan, while that of China Shipbuilding Industry Corporation was 105.6 billion yuan [1] Group 2 - The merger process began with China Shipbuilding Industry Corporation announcing a major asset restructuring on September 2, 2024, which involved a share swap to absorb China Shipbuilding Industry Corporation [2] - The confirmed share swap ratio was 1:0.1339, with the adjusted share prices being 37.59 yuan per share for China Shipbuilding and 5.032 yuan per share for China Shipbuilding Industry Corporation, resulting in a total transaction value of 115.15 billion yuan [2]

智通财经7月7日电，中船汉光触及20CM涨停，昆船智能涨超5%，中船应急、久之洋、中船防务、中国 船舶、中船科技等跟涨。消息面上，上交所并购重组审核委员会7月4日正式审核通过中国船舶换股吸收 合并中国重工暨关联交易申请。重组完成后，中国船舶作为存续公司将一跃成为全球最大造船上市公 司，手持订单量占全球市场超18%，生产排期至2029年。 中船系个股异动拉升 中船汉光触及20CM涨停 ...

A股中船系板块快速拉升，中船汉光直线20cm涨停，昆船智能涨超7%，中船应急、久之洋、中船防务 跟涨；消息面上，中国船舶吸并中国重工获上交所审核通过。 ...

Group 1 - The implementation of new regulations for algorithmic trading has been officially launched, with detailed provisions on reporting, trading behavior, information systems, and high-frequency trading [3] - The Ministry of Housing and Urban-Rural Development emphasizes the importance of promoting stable and healthy development in the real estate market, urging local authorities to utilize regulatory policies effectively [4] - The Ministry of Finance has decided to implement measures regarding government procurement of certain medical devices imported from the EU, effective from July 6, 2025 [5] Group 2 - China Shipbuilding Industry Corporation has received approval for the absorption and merger of China Shipbuilding Heavy Industry Group, indicating a significant consolidation in the shipbuilding sector [9] - The U.S. President Trump announced new tariffs, with rates potentially ranging from 10% to 70%, set to take effect on August 1 [6] - India plans to impose retaliatory tariffs on the U.S. due to the impact of increased tariffs on automobiles and parts [6] Group 3 - Meituan and Alibaba have initiated a competitive subsidy campaign for the summer consumption season, offering significant discounts on food delivery services [10] - Hongxin Electronics plans to issue technology innovation bonds not exceeding 500 million yuan [11] - A number of companies, including *ST Zitian and Tianmao Group, are facing delisting risks and have received warnings regarding their stock status [12][13] Group 4 - The report from CITIC Securities highlights the acceleration of progress in the controllable nuclear fusion industry, driven by technological breakthroughs and supportive industrial policies [39] - CITIC Jiantou notes that Chinese innovative drug assets are gaining global recognition, with an increase in business development transactions expected in the coming years [38]

重要消息 特朗普宣布：8月1日起实施新关税，最高税率70% 外媒：印度拟对美国征收报复性关税 申购提示：华电新能申购代码730930，发行价3.18元/股，申购上限149.05万股。投资有风 险，申购需谨慎 程序化交易新规正式实施 住房城乡建设部：持续巩固房地产市场稳定态势 财政部：在政府采购活动中对自欧盟进口的医疗器械采取相关措施 中国船舶吸收合并中国重工获准，"世界船王"来了 重要的消息有哪些 1. 今年4月3日，沪深北交易所同步发布《程序化交易管理实施细则》，对程序化交易报告管理、交易行为 管理、信息系统管理、高频交易管理等作出细化规定，将于7月7日开始正式实施。 2. 央行就《人民币跨境支付系统业务规则（征求意见稿）》公开征求意见。 3. 第二批基于业绩比较基准的创新浮动费率产品7月4日上报，本次共上报11只产品，其中2只为股票型， 9只为偏股混合型。 4. 住房城乡建设部调研组近日赴广东、浙江两省调研。调研组表示，促进房地产市场平稳、健康、高质量 发展具有重要意义。各地要切实扛起责任，充分用好房地产调控政策自主权，因城施策、精准施策，提升 政策实施的系统性有效性，持续巩固房地产市场稳定态势。 5. ...

Group 1 - The Ministry of Finance and the Ministry of Commerce of China announced measures to restrict government procurement of medical devices imported from the EU, effective from July 6, 2025, requiring a procurement budget of over 45 million RMB to exclude EU companies [2] - Non-EU companies can only have a maximum of 50% of their medical devices sourced from the EU in their contracts [2] Group 2 - The Ministry of Housing and Urban-Rural Development emphasized the importance of stabilizing the real estate market and called for tailored policies to promote healthy development [3] - The ministry's research team conducted discussions with local governments and industry experts to analyze the real estate market's performance in the first half of the year [3] Group 3 - Former President Trump announced new tariffs ranging from 10% to 70%, which could increase inflation risks for the U.S. economy [4] - The proposed tariffs are higher than previously announced "reciprocal tariffs" and could further impact the U.S. stock market [4] Group 4 - The company Renrenle officially delisted from the Shenzhen Stock Exchange after four consecutive years of losses, marking the end of its operations as a major supermarket chain [9] Group 5 - Zhonghong Medical announced a cash acquisition of 75% equity in SEA3 company for only 6.97 RMB, raising questions among investors about the accuracy of the reported amount [10][11] Group 6 - The company Romasi announced a six-month suspension of operations due to a recall crisis, with plans to pay employees 80% of the local minimum wage during this period [12] - Employees expressed concerns about the adequacy of the compensation in relation to living costs [12] Group 7 - NIO's founder Li Bin stated that the company's cumulative R&D investment has reached 60 billion RMB, emphasizing the transparency of its financial reports [14][15] Group 8 - China Shipbuilding Industry Corporation received approval for a major asset restructuring, merging with China Shipbuilding Heavy Industry Company, marking a significant step in consolidating its core listed platforms [16]

Group 1 - The core viewpoint of the article emphasizes maintaining three strategic approaches during the mid-year reporting season, focusing on industries with strong trends, performance and valuation alignment, and thematic investment opportunities [13] Group 2 - The first strategy highlights industries with strong industrial trend characteristics, particularly focusing on AI and innovative pharmaceuticals [13] - The second strategy targets industries driven by performance and valuation alignment, with attention on the North American computing chain within communications and electronics, as well as non-ferrous metals and gaming sectors [13] - The third strategy involves sectors with thematic and positional speculation, particularly in military and new energy related to anti-involution [13] - Overall, the rotation of non-ferrous metals, AI hardware, innovative pharmaceuticals, gaming, and military sectors is expected to be the main theme during the mid-year reporting season [13]

中国船舶行业标志性的重大资产重组事项即将进入收官阶段。 7月4日晚，中国船舶(600150.SH)与中国重工(601989.SH)双双发布公告，中国船舶吸收合并中国重工事 项获上海证券交易所并购重组审核委员会审核通过，符合重组条件和信息披露要求。这一交易待中国证 监会注册后，基本上可以实施。 这场涉及1151.5亿元交易金额、超4000亿元总资产的千亿级整合正式落地，全球造船业将迎来"中国神 船"时代。 始于2017年，"南北船"重组提上日程，历时4个年头，"南北船"重组完成，但内部同业竞争问题仍未彻 底解决。此次中国船舶吸并中国重工，被视作"南北船"联合重组的延续。 业内人士分析认为，中国船舶吸并中国重工，是"南北船"重组从物理整合迈向"化学融合"的标志性事 件，将推动中国从"造船大国"迈向"造船强国"。 2024年以来，全球造船业市场回暖，中国船舶、中国重工的经营业绩快速增长，且订单饱满。 截至今年一季度末，两家公司合同负债共计超过1300亿元。 这是A股市场规模最大的吸收合并交易(海光信息重组案预案今年6月披露)。 合并方案为，中国船舶拟以每1股中国重工股票换0.1335股中国船舶股票的比例进行吸收合并 ...