Group 1 - The ocean economy is a significant driver of GDP growth, with the national marine production value expected to exceed 10 trillion yuan in 2024, accounting for 7.8% of the GDP, and contributing 11.5% to economic growth [1][8] - The government has highlighted "deep-sea technology" in its reports, indicating its importance alongside commercial aerospace and low-altitude economy, suggesting a rapid development potential in deep-sea equipment and exploration [1][8] - The deep-sea technology sector is identified as a key pillar for building a maritime power, encompassing three main areas: deep-sea materials, deep-sea equipment manufacturing, and deep-sea digital applications [3][17] Group 2 - Various provinces and cities are accelerating the development of marine economy, with policies focusing on high-end, intelligent, and green development, and establishing multi-level industrial systems [2][13] - Shanghai's marine industry development plan (2025-2035) proposes a "3+5+X" industrial system, while Guangdong's regulations emphasize support for eight emerging marine industry clusters [2][14] - The deep-sea materials sector is crucial for deep-sea technology, involving structural and buoyancy materials necessary for the development of marine resources, with a focus on high-performance steel, alloy materials, and composite materials [3][21] Group 3 - The deep-sea equipment sector is essential for supporting deep-sea development, facing challenges from complex underwater environments, with significant growth in China's shipbuilding industry, which saw a 13.8% increase in completed shipbuilding volume in 2024 [4][26] - The deep-sea digitalization and intelligence sector is a vital direction for deep-sea technology development, aiming to create a "digital ocean" that enhances marine decision-making and governance through advanced information technologies [5][17] - The report suggests focusing on marine engineering equipment manufacturing, marine equipment components, and marine observation instruments as key areas for investment [4][26]

证券代码：002342 证券简称：巨力索具 公告编号：2025-030 巨力索具股份有限公司 关于拟为全资子公司提供担保的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、担保情况概述 为满足子公司生产经营的资金需求，促进子公司项目建设，巨力索具股份有限公司（以下简称"公司"） 拟为全资子公司巨力索具（河南）有限公司（以下简称"河南子公司"）的融资提供全额连带责任保证担 保，并与中原银行股份有限公司焦作分行签署担保协议。 公司本次为河南子公司提供担保金额为2,000万元，占公司2024年度经审计净资产的0.82%。本次担保事 项已经公司第七董事会第三十五次会议审议通过，根据《深圳证券交易所股票上市规则》、《公司章 程》等规定，该议案无需提交公司股东大会审议。 二、被担保人基本情况 1、公司名称：巨力索具（河南）有限公司 登录新浪财经APP 搜索【信披】查看更多考评等级 2、成立日期：2021年10月28日 3、注册地点：孟州市产业集聚区联盟路中段1号 4、法定代表人：杨超 5、注册资本：33,000万元人民币 6、主营业务：一般项目：金属丝绳及其制品制 ...

Group 1: Marine Economy Development - The marine economy is experiencing strong growth, with Guangdong's marine production value expected to exceed 2 trillion yuan in 2024, accounting for about 20% of the national total [1] - The Shanghai Marine Industry Development Plan aims to establish two major marine industry development hubs by 2030, with a target for the shipbuilding and marine engineering equipment industry to exceed 45 billion yuan [1] - Fujian's 14th Five-Year Plan includes the marine economy as a strategic emerging industry, planning to create 10 national-level deep-sea aquaculture demonstration zones by 2025, driving over 50 billion yuan in investment [1] Group 2: Global and Domestic Marine Economy Trends - The global marine economy is projected to grow from 2.5 trillion USD to 3 trillion USD by 2030, creating over 31 million direct jobs and indirectly supporting over 200 million jobs [3] - China's marine economy is set to surpass 10 trillion yuan in 2024, marking a 75.9% increase over the past decade, with emerging marine industries growing by 7.2% [3] - The marine manufacturing sector contributes over 30% to the marine production value, with significant increases in approved marine project numbers and areas [3] Group 3: Industry Trends and Innovations - Key trends in China's marine economy include technological innovation driving industry transformation, a focus on green and low-carbon development, and the integration of digital technologies [4] - The influx of capital and talent into marine sectors is accelerating, while international cooperation is creating new opportunities for marine economic development [4] Group 4: Listed Companies in Marine Economy - There are 36 listed companies in the A-share marine economy sector, with the machinery equipment sector having the highest representation at 25% [5] - The geographical distribution shows Zhejiang with 7 companies, while Guangdong and Shanghai each have 6 [6] - As of June 26, 2023, 15 companies have seen stock price increases exceeding 10%, including HaiLanXin and JuLiSuoJu, with significant growth in their respective sectors [6][7] Group 5: Company Performance - JuLiSuoJu reported a revenue of 488 million yuan in Q1 2025, a 12.44% increase year-on-year, with a net profit of 5.9861 million yuan, up 63.30% [8]

证券代码：002342 证券简称：巨力索具 公告编号：2025-030 巨力索具股份有限公司 关于拟为全资子公司提供担保的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、担保情况概述 为满足子公司生产经营的资金需求，促进子公司项目建设，巨力索具股份有限 公司（以下简称"公司"）拟为全资子公司巨力索具（河南）有限公司（以下简称 "河南子公司"）的融资提供全额连带责任保证担保，并与中原银行股份有限公司 焦作分行签署担保协议。 公司本次为河南子公司提供担保金额为 2,000 万元，占公司 2024 年度经审计 净资产的 0.82%。本次担保事项已经公司第七董事会第三十五次会议审议通过，根 据《深圳证券交易所股票上市规则》、《公司章程》等规定，该议案无需提交公司 股东大会审议。 二、被担保人基本情况 1、公司名称：巨力索具（河南）有限公司 6、主营业务：一般项目：金属丝绳及其制品制造；金属工具制造；金属工具 销售；金属材料制造；金属材料销售；建筑用金属配件制造；工程和技术研究和试 验发展；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；水下 系统 ...

证券代码：002342 证券简称：巨力索具 公告编号：2025-029 巨力索具股份有限公司（以下简称"公司"）董事会于 2025 年 6 月 20 日 以书面送达等方式发出了召开第七届董事会第三十五次会议的通知，于 2025 年 6 月 26 日上午 9:00 时在公司五楼会议室以现场和通讯的方式召开。会议应出席 董事 7 名，实际出席董事 7 名，会议由董事会主席杨建国先生主持。公司全体 董事、部分高级管理人员列席了会议，会议符合《公司法》、《公司章程》的 规定。 二、会议审议情况 1、审议通过了《关于拟为全资子公司提供担保的议案》。 内容详见 2025 年 6 月 27 日刊登在《中国证券报》、《上海证券报》、《证 券时报》和巨潮资讯网 http://www.cninfo.com.cn 上的相关公告。 巨力索具股份有限公司 第七届董事会第三十五次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假 记载、误导性陈述或重大遗漏。 一、会议召开情况 特此公告 巨力索具股份有限公司 董事会 2025 年 6 月 27 日 表决结果：7 票赞成，0 票反对，0 票弃权。 三、备查文 ...

Market Overview - The A-share market saw all three major indices rise in early trading, with the Shanghai Composite Index up 0.11%, the Shenzhen Component Index up 0.26%, and the ChiNext Index up 0.31% [1] - The total market turnover reached 100.26 billion yuan, an increase of 53.8 billion yuan compared to the previous day, with over 2900 stocks rising [1] Sector Performance - The military industry, diversified finance, solid-state battery, and CPO concept stocks led the gains, while innovative drugs, oil and gas extraction, and complete automobile sectors experienced declines [4] - The military sector saw a significant surge, with nearly 20 stocks hitting the daily limit, including Zhongguang Fanglei (300414) and Juyi Suoju (002342) [4] - The diversified finance sector continued its strong performance, with stocks like Ruida Futures (002961) and Hongye Futures (001236) also hitting the daily limit [4] - Solid-state battery concept stocks were active again, with Zhonglun New Materials (301565) hitting the daily limit and several others also performing well [4] Notable Stocks - The strongest performing stocks included: - 6 consecutive limit-up: Xingye Co., Ltd. (603928) [5] - 5 consecutive limit-up: Xintonglian (603022) [6] - 4 consecutive limit-up: Jida Zhengyuan (003029) [7] - 3 consecutive limit-up: Hongye Futures, Heli Tai (002217), and others [8] Hot Sectors - The military sector ranked as the top hot sector with 17 stocks hitting the daily limit and 10 stocks on consecutive limit-up streaks [9] - The new energy vehicle sector followed, with 15 stocks hitting the daily limit [10] - The Huawei concept sector also showed strength, with 13 stocks hitting the daily limit [11] Sector Insights - In the diversified finance sector, 40 institutions have been approved to provide virtual asset trading services, including Tianfeng Securities and others [14] - The military sector may see increased speculation due to geopolitical tensions, as comments from former President Trump suggest potential conflicts between Israel and Iran [15] - The solid-state battery sector is gaining attention with the launch of the vivo X Fold5, which features advanced battery technology [16]

证券代码：002342 证券简称：巨力索具 公告编号：2025-028 巨力索具股份有限公司 关于控股股东股权质押的公告 截至本公告披露日，上述股东及其一致行动人所持质押股份情况如下： 1 | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次质押 | 本次质押后 | 占其所 | 占公司 | 情况 | | 情况 | | | 股东名 | | 持股 | | | | | 已质押 | 占已 | 未质押 | 占未 | | 称 | 持股数量 | 比例 | 前质押股 | 质押股份数 | 持股份 | 总股本 | 股份限 | 质押 | 股份限 | 质押 | | | | | 份数量 | 量 | 比例 | 比例 | 售和冻 | 股份 | 售和冻 | 股份 | | | | | | | | | 结数量 | 比例 | 结数量 | 比例 | | 巨力集 | 192,320,000 | 20.03 | 45,540,000 | 65,590,000 | | | | | ...

证券代码：002342 证券简称：巨力索具 公告编号： ,000 股 % 股 股 数占其持股总数的比例未超过 50%。上述所质押股份不存在平仓风险，本次质押 行为不会导致公司实际控制权变更。同时，巨力集团承诺质押的股份出现平仓风 险时，将及时通知上市公司并履行信息披露义务。 2025-028 （一）股东股份质押的基本情况 | 质 | 是否为第 | | | | | | | | 本次质 | | 本次 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 是否 | 是否为 | | | | | | | | 股东名 | 一大股东 | | 质押 | | | 质押起始 | | 质押到期 | | | 押占 | | 其 | 押占公 | | | | | | | | | | | | | | | | 为限 | 补充质 | | | 质权人 | | | | | 称 | 及其一致 | | 股数 | | | | 日 | 日 | | 所持股 | | | 司总股 | | | | | | | | | | | | | | | | | ...

Investment Rating - The report highlights the deep-sea technology sector as a strategic emerging industry, with a projected global market size exceeding $500 billion by 2025, growing at an annual rate of over 15% [1][4]. Core Insights - The report emphasizes the rapid development of the global deep-sea technology market, with significant investment opportunities in sub-sectors such as deep-sea equipment manufacturing, resource exploration, and deep-sea biomedicine [1][4]. - The Chinese deep-sea economy is expected to reach approximately $3.25 trillion by 2025, accounting for 25% of the total marine economy, with a growth rate exceeding 20% [43][44]. Summary by Sections Industry Overview - The deep-sea technology sector has been recognized as a key area for strategic development, with the Chinese government prioritizing its growth in the 2025 Government Work Report [1][4]. - The global deep-sea technology market is projected to surpass $500 billion by 2025, with a compound annual growth rate (CAGR) of over 15% [1][4]. Industry Status - The report indicates that the global deep-sea technology market is experiencing rapid growth, with the deep-sea oil and gas sector remaining a cornerstone, while emerging fields like underwater mining and underwater vehicles are also expanding significantly [37][39]. - The underwater mining market is expected to grow from approximately $3.7 billion in 2024 to $15.9 billion by 2029, with a CAGR of 33.7% [37][39]. Investment Strategy - The report suggests focusing on investment opportunities in extreme environment equipment that relies on high-strength titanium alloys, nanocomposite materials, and intelligent control systems [4][37]. - Short-term strategies include capitalizing on domestic replacements driven by policy support, while long-term strategies should focus on breakthroughs in materials and core components [4][37]. Industry Chain and Key Enterprises - The report categorizes the industry chain into upstream (materials and technology), midstream (precision components and complete equipment), and downstream (applications and commercialization scenarios) [52][53]. - Key players in the upstream segment include companies like Western Materials and BaoTi Co., while midstream players include China Shipbuilding and China Heavy Industry [52][53].

Core Viewpoint - The company, Giant Lifting Equipment Co., Ltd. (巨力索具), has experienced a significant increase in order volume this year, with a current order backlog exceeding 1 billion yuan, representing a 30% growth compared to previous years [2]. Group 1: Company Performance - In the first quarter, the company's operating revenue reached 488 million yuan, reflecting a year-on-year increase of 12.44% [2]. - The net profit attributable to shareholders was 5.9861 million yuan, showing a year-on-year growth of 63.30% [2]. - The net profit after deducting non-recurring gains and losses was 5.4793 million yuan, with a remarkable year-on-year increase of 564.75% [2]. Group 2: Market and Industry Insights - The capital market has shown increased interest in the marine engineering equipment sector, with the company's stock price doubling since the beginning of the year [3]. - In the marine engineering field, the company is involved in offshore lifting equipment and mooring products, which have passed expert acceptance and factory certification [3]. - The construction cost of floating offshore wind turbines indicates that installation, floating bodies, and mooring account for over 70% of the total cost, highlighting a significant market potential as the offshore wind power sector expands [3]. - The company aims to leverage marine engineering as a new growth point and plans to increase investment in product technology innovation [3].