截至2025年7月3日 13:27，中证高端装备细分50指数下跌0.07%。成分股方面涨跌互现，久之洋领涨18.64%，莱斯信息上涨6.88%，中国卫通上涨2.98%；中 国海防领跌，中光学、北方导航跟跌。高端装备ETF(159638)下修调整。 流动性方面，高端装备ETF盘中换手2.07%，成交2411.56万元。拉长时间看，截至7月2日，高端装备ETF近1周日均成交8312.25万元。 规模方面，高端装备ETF最新规模达11.58亿元。数据显示，杠杆资金持续布局中。高端装备ETF最新融资买入额达236.44万元，最新融资余额达2091.39万 元。 中信建投指出，当前军工行业呈现三大增长曲线：国内需求聚焦低成本精确制导弹药、无人系统及信息化智能化作战底座建设；军贸需求受区域冲突催化有 望爆发；泛军工需求关注大飞机、低空经济、商业航天、深海科技四大方向。 太平洋证券指出，中国的国防支出仍有较大增长空间，未来或将长期高于GDP增速。2025年是"十四五"规划收官之年，行业有望摆脱近两年的低迷期，迎来 全面复苏的景气拐点。随着订单恢复正常并陆续释放，军工板块或将进入业绩改善与估值提升的"戴维斯双击"阶段，建议关 ...

金融界7月1日消息，A股三大指数收盘涨跌不一，中证高端装备细分50指数 (高装细分50，931521)下跌 0.76%，报2678.27点，成交额394.87亿元。 数据统计显示，中证高端装备细分50指数近一个月上涨9.78%，近三个月上涨10.73%，年至今上涨 10.78%。 据了解，中证高端装备细分50指数选取50只涉及航空航天装备制造、航空动力及控制系统、微波雷达、 卫星导航、光电红外、通信设备、电子元器件、信息安全、航空航天材料等业务的代表性上市公司证券 作为指数样本，以反映航空航天等高端装备细分领域上市公司证券的整体表现。该指数以2012年12月31 日为基日，以1000.0点为基点。 从中证高端装备细分50指数持仓样本的行业来看，工业占比73.63%、原材料占比10.44%、通信服务占 比8.17%、信息技术占比7.76%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数 ...

中国长城科技集团股份有限公司 证券代码：000066 证券简称：中国长城 公告编号：2025-028 第 1 页 共 3 页 2．统一社会信用代码：91430104MA4QM8FW7P 3．企业类型：有限合伙企业 关于公开挂牌出售下属参股公司股权的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、交易概述 中国长城科技集团股份有限公司（以下简称"公司"）于 2024 年 8 月 29 日召开第八届董事会第三次会议审议通过了《关于挂牌转让湘计海盾持有的长城 银河 40%股权的议案》，同意公司全资子公司长沙湘计海盾科技有限公司（以 下简称"湘计海盾"）公开挂牌转让其所持有的湖南长城银河科技有限公司（以 下简称"长城银河"）40%的股权（以下简称"本次股权转让"），首次挂牌价 不低于以 2024 年 4 月 30 日为评估基准日的国有资产评估备案值人民币 63,632.00 万元。具体内容详见公司于 2024 年 8 月 31 日在《中国证券报》《证 券时报》《上海证券报》和巨潮资讯网披露的《第八届董事会第三次会议决议公 告》（公告编号：2024-061 ...

日前，北京产权交易所披露，长城华西银行9.43亿股股份被挂牌转让，占该行总股本的40.92%，转让方 为长城资产及其子公司，转让底价为43.32亿元。 长江商报记者注意到，如果本次交易完成，长城资产将在控股长城华西银行超过十年之后，退出该行股 东之列，长城华西银行的控制权也将发生变更。 事实上，在成为AMC系银行之后，长城华西银行资产规模快速扩张。截至今年3月末，该行资产总额 1562.61亿元，十年间整体增长176.8%。 然而，在市场利率下行、信贷资产质量波动等多方面因素影响下，长城华西银行盈利能力波动较大，且 信贷资产质量再次回落。 今年第一季度，长城华西银行实现营业收入5.16亿元，同比减少约1.7%；净利润6560.04万元，同比减 少约40%。 截至2024年末，长城华西银行不良贷款率为2.03%，时隔两年重回2%以上的高位。 长城资产"清仓"所持40.92%股权 根据北京产权交易所发布的信息，长城华西银行约9.43亿股被挂牌转让，占该行总股本的40.92%，挂牌 底价为43.32亿元，该项目信息披露起止日期为2025年6月26日至7月23日。 随着长城华西银行股份有限公司(以下简称"长城华西银行 ...

Core Viewpoint - The transfer of 40.92% equity in Changcheng Huaxi Bank aims to localize shareholders and introduce quality strategic investors [1][3][5] Group 1: Equity Transfer Details - Changcheng Huaxi Bank's 94,259,000 shares, representing 40.92% of total equity, are being offered for transfer at a base price of 4.332 billion yuan [2][3] - The transfer is initiated by the second-largest shareholder, China Great Wall Asset Management Co., Ltd., along with its concerted action partner, Deyang State-owned Assets Management Co., Ltd. [3] - The transfer has been approved by the shareholders' meeting of Great Wall Asset and has received approval from the Ministry of Finance [3] Group 2: Company Background and Financials - Changcheng Huaxi Bank was established in 1998 and was renamed in 2016 after introducing Great Wall Asset as a strategic investor [4] - As of the end of 2024, the bank's total assets reached 151.181 billion yuan, with total liabilities of 140.673 billion yuan and deposits of 109.663 billion yuan [6] - The bank's net interest margin has declined from 1.6% in 2022 to 1.28% in 2024, while the non-performing loan ratio has increased from 1.8% to over 2% during the same period [6] Group 3: Strategic Intentions - The equity transfer is part of a broader strategy to comply with regulatory requirements and enhance the bank's local and professional development [5] - The new investors must possess strong financial health and a track record of profitability, aligning with national regulatory standards for bank shareholders [5]

证券代码：000066 证券简称：中国长城 公告编号：2025-027 中国长城科技集团股份有限公司 关于公司高级管理人员变动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 根据有关法律法规及其他规范性文件的规定，严忠先生的辞呈自送达公司董 事会之日起生效。截至本公告披露日，严忠先生未持有公司股份，亦不存在应履 行而未履行的承诺事项。 严忠先生在公司担任高级管理人员期间，始终恪尽职守，勤勉尽责，为公司 的发展做出了重要贡献，公司及董事会对其任职期间的工作表示衷心感谢。 特此公告 中国长城科技集团股份有限公司 董事会 二〇二五年六月二十八日 第 1 页 共 1 页 近日，中国长城科技集团股份有限公司（以下简称"公司"）董事会收到了 公司高级副总裁严忠先生的书面辞呈。因工作变动，严忠先生申请辞去公司高级 副总裁职务，其辞职不会影响公司相关工作的正常进行。严忠先生辞职后，在本 公司的其他职务根据相关规定履行任免程序。 ...

Core Viewpoint - The Shanhaiguan Great Wall Museum has officially opened to the public, serving as a significant landmark for the protection and transmission of the Great Wall's rich historical culture, reflecting a new concept in cultural heritage preservation [3][4][10]. Group 1: Museum Overview - The museum, located in Qinhuangdao, Hebei Province, features a total construction area of approximately 30,000 square meters and integrates cultural relic protection, collection display, education, research, and leisure experiences [6][10]. - The museum's design incorporates elements of the Great Wall's historical architecture, symbolizing the integration of cultural heritage and modernity [6][10]. - It hosts several permanent exhibitions, including "World Heritage: The National Backbone - The History and Culture of the Great Wall" and "The First Pass Under Heaven - The Shanhaiguan Special Exhibition" [6][10]. Group 2: Cultural Significance - The Great Wall is recognized as a symbol of the Chinese nation and an important representation of Chinese civilization, with its history spanning over two millennia [3][10]. - The museum aims to promote the cultural value of the Great Wall and enhance its significance through public activities and international academic exchanges [10][21]. - The Great Wall's construction and preservation efforts have evolved significantly since the establishment of New China, with a focus on cultural value exploration rather than merely physical restoration [10][12]. Group 3: Community Engagement - The museum has received over 11,000 cultural relics, with more than 3,000 items donated by the public, reflecting strong community support for the preservation of the Great Wall [19][21]. - Local communities are encouraged to leverage the Great Wall heritage for rural tourism development, enhancing economic growth in the region [19][21]. - The museum's initiatives have sparked widespread public interest in the protection and promotion of the Great Wall, fostering a collective effort to safeguard this cultural treasure [19][21].

Core Viewpoint - Banks are adjusting service fees in response to declining loan growth and net interest margins, indicating a shift towards a low-interest-rate environment [2][36]. Group 1: Service Fee Adjustments - Suzhou Bank has introduced a new service fee for its "Respect Card," charging an annual fee of 588 yuan for the platinum card, while the gold card remains free [3][4]. - Lujiang Rural Commercial Bank has changed its ATM interbank withdrawal fee from free to 3.3 yuan per transaction starting September 1 [5]. Group 2: Loan Growth and Net Interest Margin - The growth rate of loans from major state-owned banks has decreased from double digits to single digits since 2024, impacting overall bank profitability [7][14]. - As of the end of 2024, the net interest margin for major state-owned banks is 1.44%, while for joint-stock banks it is 1.61%, and for city commercial banks and rural commercial banks, it is 1.38% and 1.73%, respectively [11][12]. Group 3: Non-Performing Assets - The total amount of overdue credit card loans has reached 123.96 billion yuan, a year-on-year increase of 26.32% [17]. - In May, Shanghai Pudong Development Bank announced the transfer of personal non-performing loan assets totaling over 2.7 billion yuan [18][21]. - The non-performing loan rate for state-owned banks, except Postal Savings Bank, is around 5% [27]. Group 4: Market Trends and Future Outlook - The adjustment of service fees by banks is seen as a precursor to a prolonged low-interest-rate era, with deposit rates likely to remain below 1% [36]. - The trend of banks transferring non-performing assets indicates a growing need to manage and mitigate risks associated with bad loans [29][33].

Core Viewpoint - The Shanghai Composite Index rose by 0.35% on June 16, with 18 out of 28 sectors experiencing gains, particularly in the media and communication sectors, which increased by 2.70% and 2.11% respectively. The computer industry ranked third in terms of growth, with a rise of 1.99% and a net inflow of 2.67 billion yuan in capital [1]. Industry Summary - The computer industry had a total of 336 stocks, with 302 stocks rising and 28 stocks declining. Seven stocks hit the daily limit up. The net inflow of capital was concentrated in 146 stocks, with 10 stocks receiving over 100 million yuan in net inflow. The top three stocks by net inflow were Hengsheng Electronics (674 million yuan), Tianyang Technology (550 million yuan), and Zhongke Jincai (260 million yuan) [1]. - The top gainers in the computer industry included Hengsheng Electronics, which rose by 10.02%, Tianyang Technology with a 20.00% increase, and Zhongke Jincai also up by 10.02%. Other notable gainers included New Guodu (8.08%) and Langxin Group (19.99%) [1]. - Conversely, the computer industry saw significant capital outflows from stocks such as Yinzhijie (1.60% increase, -188.89 million yuan), China Great Wall (0.28% increase, -99.36 million yuan), and Jida Zhengyuan (5.55% increase, -93.33 million yuan) [2]. ETF Summary - The Food and Beverage ETF (product code: 515170) tracked the China Securities Food and Beverage Industry Theme Index, with a recent five-day decline of 4.10% and a price-to-earnings ratio of 19.89 times. The latest share count was 5.6 billion, with a net outflow of 5.04 million yuan [4]. - The Gaming ETF (product code: 159869) tracked the China Securities Animation and Gaming Index, with a five-day increase of 2.75% and a price-to-earnings ratio of 57.09 times. The latest share count was 6.01 billion, with a net inflow of 120 million yuan [4]. - The Cloud Computing 50 ETF (product code: 516630) tracked the China Securities Cloud Computing and Big Data Theme Index, with a five-day decline of 2.05% and a price-to-earnings ratio of 93.72 times. The latest share count was 5.5 billion, with a net inflow of 3.38 million yuan [5].

Core Points - The Shanhaiguan Great Wall Museum officially opened on June 15, 2023, in Shanhaiguan District, Qinhuangdao City, Hebei Province, and is a national first-class museum and a landmark project of the Great Wall National Cultural Park [1][2] - The museum covers an area of 106 acres with a building area of 30,000 square meters, including an exhibition area of 10,000 square meters and a collection of over 11,000 cultural relics [1] - The museum features five permanent exhibition halls, three temporary exhibition halls, a film hall, and a digital experience hall, along with various functional spaces for research, education, and public services [1] Industry Insights - The museum aims to comprehensively showcase the achievements in the protection, inheritance, and utilization of Great Wall culture, highlighting its value as a World Cultural Heritage site [1] - It will promote Great Wall culture globally through public welfare activities and international academic exchanges [2] - Current exhibitions include themes related to the historical and cultural significance of the Great Wall, as well as a special exhibition on ancient armor and weapons [2]