七一二（603712）(603712.SH)发布公告，基于公司战略规划及业务发展需要，公司拟与车万方、吴 平、方州源动、方州睿图、方州共创、久科二号、久科三号、浙航产融、扬州天航、金石数经签署《股 权转让协议》，以3.39亿元收购上述股东合计持有的北京方州科技有限公司(简称"方州科技")52.4596% 股权。同时拟通过公开摘牌方式受让航证科创持有的方州科技5.7757%股权，该股权已在北京产权交易 中心挂牌。本次交易完成后，方州科技将成为公司的控股子公司，并纳入公司合并报表范围。 公司在上述股权转让交易完成后，计划向方州科技增资3000万元，增资完成后，公司持有方州科技60% 股权。本次交易通过深度整合双方在市场与技术方面的优势，产业链协同效应将巩固公司的综合实力和 市场地位，有效促进公司战略落地。 ...

公司在上述股权转让交易完成后，计划向方州科技增资3000万元，增资完成后，公司持有方州科技60% 股权。本次交易通过深度整合双方在市场与技术方面的优势，产业链协同效应将巩固公司的综合实力和 市场地位，有效促进公司战略落地。 智通财经APP讯，七一二(603712.SH)发布公告，基于公司战略规划及业务发展需要，公司拟与车万 方、吴平、方州源动、方州睿图、方州共创、久科二号、久科三号、浙航产融、扬州天航、金石数经签 署《股权转让协议》，以3.39亿元收购上述股东合计持有的北京方州科技有限公司(简称"方州科 技")52.4596%股权。同时拟通过公开摘牌方式受让航证科创持有的方州科技5.7757%股权，该股权已在 北京产权交易中心挂牌。本次交易完成后，方州科技将成为公司的控股子公司，并纳入公司合并报表范 围。 ...

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。 重要内容提示： 天津七一二通信广播股份有限公司（以下简称"公司"或"七一二"） 拟与车万方、吴平、萍乡方州源动科技合伙企业（有限合伙）（以下简称"方州 源动"）、萍乡方州睿图科技合伙企业（有限合伙）（以下简称"方州睿图"）、 萍乡方州共创科技合伙企业（有限合伙）（以下简称"方州共创"）、丽水久科 二号创业投资合伙企业（有限合伙）（以下简称"久科二号"）、丽水久科三号 创业投资合伙企业（有限合伙）（以下简称"久科三号"）、浙航产融股权投资 （台州）合伙企业（有限合伙）（以下简称"浙航产融"）、扬州天航诺亚投资 合伙企业（有限合伙）（以下简称"扬州天航"）、北京金石数经股权基金合伙 企业（有限合伙）（以下简称"金石数经"）签署《股权转让协议》，以人民币 33,919.65 万元收购上述股东合计持有的北京方州科技有限公司（以下简称"方 州科技"或"目标公司"）52.4596%股权。同时拟通过公开摘牌方式受让航证科 创投资有限公司（以下简称"航证科创"）持有的方州科技 5.7757%股权 ...

本次交易通过深度整合双方在市场与技术方面的优势，产业链协同效应将巩固公司的综合实力和市场地 位，有效促进公司战略落地。 格隆汇12月19日丨七一二(603712.SH)公布，基于公司战略规划及业务发展需要，公司拟与车万方、吴 平、方州源动、方州睿图、方州共创、久科二号、久科三号、浙航产融、扬州天航、金石数经签署《股 权转让协议》，以人民币33,919.65万元收购上述股东合计持有的方州科技52.4596%股权。同时拟通过 公开摘牌方式受让航证科创5.7757%股权，该股权已在北京产权交易中心挂牌。本次交易完成后，方州 科技将成为公司的控股子公司，并纳入公司合并报表范围。公司在上述股权转让交易完成后，计划向方 州科技增资3,000万元，增资完成后，公司持有方州科技60.00%股权。 ...

人民财讯12月19日电，七一二（603712）12月19日公告，公司拟以3.39亿元收购北京方州科技有限公司 （简称"方州科技"）52.4596%股权。同时拟通过公开摘牌方式受让方州科技5.7757%股权，该股权已在 北京产权交易中心挂牌。本次交易完成后，方州科技将成为公司的控股子公司，并纳入公司合并报表范 围。公司在上述股权转让交易完成后，计划向方州科技增资3000万元，增资完成后，公司持有方州科技 60%股权。方州科技专注于军事仿真软件与解决方案，为特殊机构用户提供覆盖装备全生命周期和训练 环节的核心技术支撑，利用计算机仿真手段帮助客户模拟真实环境和装备使用，致力于通过建模仿真、 人工智能等技术，帮助客户在虚拟环境中高效、安全地验证装备性能、优化战法训法，从而加速战斗力 生成。 ...

七一二公告，公司拟与车万方、吴平等签署《股权转让协议》，以3.39亿元收购上述股东合计持有的北 京方州科技有限公司52.4596%股权。同时，公司拟通过公开摘牌方式受让航证科创持有的方州科技 5.7757%股权。本次交易完成后，方州科技将成为公司的控股子公司，并纳入公司合并报表范围。公司 计划向方州科技增资3000万元，增资完成后，公司持有方州科技60.00%股权。 ...

Group 1: Core Viewpoints - The article aims to introduce isostatic pressing equipment, a key device in the production of solid-state batteries, highlighting its importance in addressing production challenges and enhancing material density [2][3][6]. Group 2: Isostatic Pressing Equipment Overview - Isostatic pressing equipment operates based on Pascal's law, allowing uniform pressure application in all directions, which significantly improves material densification compared to traditional unidirectional pressing methods [2]. - The process involves five steps: filling the powder material into a mold, placing it in a high-pressure container filled with a pressure medium, applying pressure, maintaining pressure for a period, and finally releasing pressure to obtain the formed component [2]. - The technology has a history of several decades and is traditionally used in powder metallurgy, ceramics, plastics, and permanent magnets, with new applications emerging in lithium battery production due to the rise of solid-state batteries [2]. Group 3: Relationship with Solid-State Battery Production - The core pain point in solid-state battery mass production is the solid-solid interface contact issue, which can lead to increased internal resistance and safety hazards [2]. - Isostatic pressing equipment plays a crucial role in eliminating gaps and voids at the solid-solid interface, ensuring a stable battery matrix for subsequent packaging and formation processes [2][6]. - The equipment is estimated to account for approximately 13% of the total value of solid-state battery equipment, making it a critical component in the industry [3][6]. Group 4: Key Manufacturers - Notable overseas manufacturers include Quintus Technologies from Sweden, which offers a full range of isostatic pressing equipment, and Hanna from South Korea, which specializes in equipment for sulfide solid-state battery production [6]. - Domestic companies include Liyuanheng, which has partnered with Quintus for joint development, Naconor, and Xiandai Intelligent, all of which are actively involved in the development of isostatic pressing technology [6].

Market Overview - On December 8, the Tianjin state-owned enterprise reform sector fell by 0.59% compared to the previous trading day, with Haitai Development leading the decline [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - Key stocks in the Tianjin state-owned enterprise reform sector showed mixed performance, with notable movements including: - Taida Co., Ltd. (000652) closed at 4.59, up 1.10% with a trading volume of 373,900 shares and a turnover of 172 million yuan [1] - Haitai Development (600082) closed at 4.29, down 10.06% with a trading volume of 75,200 shares [2] - Other stocks like Jinhai New Energy (600821) and Tianjin Port (600717) also experienced slight declines [1][2] Capital Flow Analysis - The Tianjin state-owned enterprise reform sector saw a net outflow of 49.54 million yuan from institutional investors, while retail investors had a net inflow of 28.05 million yuan [2] - The capital flow for key stocks included: - Taida Co., Ltd. had a net inflow of 22.51 million yuan from institutional investors [3] - Tianjin Port (600717) experienced a net inflow of 5.21 million yuan from institutional investors but a net outflow of 13.35 million yuan from retail investors [3]

Core Insights - The defense and military industry index increased by 2.85% in the past week, ranking 14th out of 31 in the Shenwan first-level industry [7] - Over the past month, the index decreased by 4.05%, ranking 25th out of 31 [10] - The one-year performance shows a 12.94% increase, ranking 15th out of 31 [18] - The current PE-TTM for the defense and military industry is 77.60, which is at the 73.27 percentile compared to the past ten years, indicating a relatively high valuation level [13][14] - Notable individual stock performances include LeiKe Defense (32.30%), ZhongTian Rocket (21.60%), and HongDa Electronics (14.28%) in the past week [19][29] - The total transaction amount for the defense and military industry reached 378.8 billion yuan, a year-on-year increase of 88.64% [33] - The report suggests focusing on investment themes such as commercial aerospace, military trade, unmanned equipment, military AI, and low-altitude economy [42] Industry and Stock Performance Review - The defense and military industry index performance over the past week, month, and year shows varying trends, with a notable increase in the last week [7][10][18] - Individual stock performance highlights significant gains for top performers and losses for underperformers in the past week [19][29] - The PE-TTM ratios across various sub-sectors indicate differing valuation levels, with aerospace equipment at 77.82 and military electronics at 106.55 [13][14] Funding Situation - The total transaction volume for the defense and military industry reached 378.8 billion yuan, reflecting a strong market activity compared to previous periods [33] - The military ETF fund shares decreased slightly compared to the previous week and month, but showed a significant year-on-year increase [35] Industry News - The launch of the commercial aerospace three-year action plan aims to enhance innovation and resource utilization in the industry [42] - The establishment of a space data center is underway, which will support the development of a large-scale data center system in orbit [43] - The report highlights key developments in the defense and military sector, including significant contracts and partnerships [39][41]

Core Viewpoint - The A-share market experienced a decline in November, with the Shanghai Composite Index falling by 1.67%, ending a six-month upward trend. However, on November 28, the market saw a rebound with all indices closing in the green, particularly driven by the commercial aerospace sector [2]. Group 1: Market Performance - The Shanghai Composite Index ended November with a cumulative drop of 1.67%, marking the end of a six-month rising streak [2]. - On November 28, all A-share indices closed positively, indicating a market rebound [2]. Group 2: Sector Highlights - The commercial aerospace sector showed significant activity, with stocks such as Qianzhao Optoelectronics and Aerospace Hanyu hitting the daily limit of 20% increase. Other stocks like Galaxy Electronics, Leike Defense, and Aerospace Development also saw similar gains [2]. - The recent developments in the commercial aerospace industry have been catalyzed by events such as the "Smartly Drawing the Stars - Space Data Center Construction Work Promotion Meeting," where plans were announced to build a large-scale data center system in the 700-800 km twilight orbit, aiming to transfer massive AI computing power to space [2]. Group 3: Key Developments - The first flight information of China's reusable rocket "Zhuque-3" has garnered market attention, as it is expected to be the first operational reusable launch vehicle in the country [2]. - The launch cost of Zhuque-3 is targeted to be below 20,000 yuan per kilogram, comparable to SpaceX's Falcon 9, which costs approximately 3,000 USD per kilogram. This cost reduction is anticipated to alleviate satellite capacity bottlenecks and accelerate the closure of the industry chain [2].