（编辑 李家琪） 证券日报网讯 8月19日晚间，天海防务发布公告称，近日，公司配合山焦天海及中城统筹完成了股权转 让等相关事宜的工商变更登记手续。截至本公告日，公司已收到中城统筹支付的全部股权转让款人民币 4，107.52万元，公司不再持有山焦天海的股权。 ...

证券代码：300008 证券简称：天海防务 公告编号：2025-062 天海融合防务装备技术股份有限公司 关于设立全资子公司并完成工商注册登记的公告 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。 一、概述 近日，因业务发展需要，天海融合防务装备技术股份有限公司（以下简称"天海防务"或"公 司"）以自有资金 500 万元设立了子公司隆海领创（上海）企业管理有限公司（以下简称"隆 海领创"），持股比例为 100%。隆海领创已完成工商注册登记，并取得上海市崇明区市场监 督管理局颁发的《营业执照》。 根据《深圳证券交易所创业板股票上市规则》《上市公司重大资产重组管理办法》和《公 司章程》等有关规定，本次成立全资子公司不构成重大资产重组，亦不构成关联交易，不存在 重大法律障碍。 二、新设立公司的基本情况 名称：隆海领创（上海）企业管理有限公司 统一社会信用代码：91310230MAET68EF58 类型： 有限责任公司（自然人投资或控股的法人独资） 注册资本：人民币 500 万元整 法定代表人：董文婕 成立日期：2025 年 8 月 14 日 住所：上海市崇明区新河镇 ...

证券代码：300008 证券简称：天海防务 公告编号：2025-063 天海融合防务装备技术股份有限公司 关于转让参股公司股权的进展公告 二、本次交易进展情况 近日，公司配合山焦天海及中城统筹完成了上述股权转让等相关事宜的工商变更登记手续。 截至本公告日，公司已收到中城统筹支付的全部股权转让款人民币 4,107.52 万元，公司不再持 有山焦天海的股权。敬请广大投资者注意投资风险。 特此公告。 天海融合防务装备技术股份有限公司 董事会 二〇二五年八月二十日 第 1页 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、概述 2021 年 12 月，天海融合防务装备技术股份有限公司（以下简称"公司"）与中城统筹能 源（天津）有限公司（以下简称"中城统筹"）等合作方共同设立了山焦天海有限公司（以下 简称"山焦天海"）, 以拓展能源贸易，增加仓储业务等发展需要。具体内容详见公司分别于 2021 年 12 月 15 日、2023 年 4 月 22 日披露的《关于对外投资设立参股公司的公告》《关于出 售参股公司部分股权的公告》（公告编号：2021-106、2023-03 ...

Market Overview - The marine equipment sector experienced a decline of 0.42% on August 19, with Guorui Technology leading the losses [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] Stock Performance - Notable stock movements included: - Yihard Technology (300810) surged by 20.00% to a closing price of 65.47, with a trading volume of 297,400 shares and a transaction value of 1.909 billion [1] - Guorui Technology (300600) fell by 4.26% to a closing price of 22.02, with a trading volume of 342,700 shares and a transaction value of 763 million [1] - Other companies like China Shipbuilding (600150) and Jianglong Shipbuilding (300589) also saw declines of 0.31% and 2.38%, respectively [1] Capital Flow - The marine equipment sector saw a net outflow of 2.313 billion from main funds, while retail investors contributed a net inflow of 2.226 billion [1] - Specific stock capital flows included: - China Haifang (600764) had a main fund net outflow of 48.276 million and a retail net inflow of 63.059 million [2] - Guorui Technology (300600) experienced a main fund net outflow of 74.836 million but a retail net inflow of 77.005 million [2] - Jianglong Shipbuilding (300589) faced a significant main fund net outflow of 86.541 million, while retail investors contributed a net inflow of 94.508 million [2]

Market Performance - On August 18, the marine economy sector rose by 1.62% compared to the previous trading day, with Zhongli Haixun leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Top Gainers in Marine Economy Sector - Zhongli Haixun (300810) closed at 54.56, with a significant increase of 19.99% and a trading volume of 83,600 shares, totaling a transaction value of 4.56 billion [1] - Hailanxin (300065) closed at 23.13, up 11.58%, with a trading volume of 2.03 million shares and a transaction value of 443.57 million [1] - Blue Science and Technology (601798) closed at 10.71, increasing by 9.96%, with a trading volume of 166,000 shares and a transaction value of 173 million [1] Capital Flow Analysis - The marine economy sector experienced a net outflow of 476 million from institutional investors, while retail investors saw a net inflow of 907 million [2] - The top stocks with significant capital inflows from retail investors include Tianhai Defense (300008) with a net inflow of 118 million and Zhongli Haixun (300810) with a net inflow of 133 million [3] Individual Stock Performance - Tianhai Defense (300008) had a main capital net inflow of 244 million, but saw a net outflow of 126 million from speculative funds [3] - Zhongli Haixun (300810) had a main capital net inflow of 133 million, with a significant outflow of 89.90 million from speculative funds [3] - Blue Science and Technology (601798) recorded a main capital net inflow of 43.27 million, with a net outflow of 17.59 million from speculative funds [3]

Market Overview - A-shares experienced a significant rise, with the Shanghai Composite Index increasing by 0.85%, the Shenzhen Component Index rising by 1.73%, and the ChiNext Index climbing by 2.84% on August 18 [5][6] - The total market capitalization of A-shares surpassed 100 trillion yuan for the first time in history, marking a new milestone [13] Bond Market Dynamics - The bond market faced a sell-off as investors shifted funds from fixed-income products to equities, leading to a 3 basis point increase in the 10-year government bond yield to 1.775% and a 5 basis point rise in the 30-year yield to 2.1% [2][4] - The 30-year government bond ETF fell over 1%, closing at 120.005, down 1.26% [4] Trading Activity - A total of 4,037 stocks rose, with 122 hitting the daily limit up, while 1,222 stocks declined [6][7] - The trading volume reached 28,091.30 billion yuan, with a total turnover of 179,493.6 million shares, marking a significant increase of 5,196 billion yuan from the previous trading day [12] Government Actions - The Ministry of Finance announced measures to support government bond market liquidity, including operations for 2.7 billion yuan and 2.8 billion yuan in specific government bonds [5] Sector Performance - AI hardware stocks, such as liquid-cooled servers and CPOs, continued to show strong performance, with several stocks hitting the daily limit up [13] - Financial stocks also saw gains, with notable increases in brokerage firms like Changcheng Securities, which rose by over 10% [17]

Group 1 - The defense and military sector experienced a significant surge on August 18, with the "Bayi" defense ETF (512810) rising by 2%, reaching a three-and-a-half-year high, with trading volume exceeding 110 million yuan [1] - Several key stocks in the sector saw substantial rebounds, including Changcheng Military Industry, which surged over 8% with a volatility exceeding 14%, and China Haifang and Tianhai Defense, both rising over 7% [1] - A press conference is scheduled for August 20, 2025, to discuss preparations for a military parade, which is expected to catalyze interest in the defense sector [1] Group 2 - Multiple institutions have recently emphasized the importance of monitoring the military parade as a catalyst for market movements, noting that previous parades from 2015 to 2019 led to impulse-like increases in the defense sector [3] - Citic Securities reports that the market's profit-making effect is accumulating, and the trend of incremental liquidity is expected to continue, recommending a focus on the defense sector along with innovative pharmaceuticals, resources, communications, and gaming [3] - Citic Jin Investment suggests that attention should be paid to new sectors while rotating between them, highlighting defense and military, AI, innovative pharmaceuticals, humanoid robots, beauty care, electronics, non-bank financials, and metals as key areas [3] Group 3 - The "Bayi" defense ETF (512810) is designed to cover both traditional military forces and emerging sectors, including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion, serving as an efficient tool for investing in core defense assets [3]

Group 1 - The article highlights the top 20 stocks with significant capital inflow as of August 18, with ZTE Corporation leading at 2.354 billion yuan [1] - Other notable stocks include Li Ao Shares with 1.285 billion yuan and Hua Sheng Tian Cheng with 663 million yuan [1] - The list also features companies like BYD with 320 million yuan and Tonghuashun with 309 million yuan, indicating strong investor interest [1]

Core Viewpoint - Tianhai Defense's subsidiary, Dajin Heavy Industry, has successfully signed a total contract for six 65-meter anchor handling tug supply vessels (AHTS) [1] Group 1 - The contract involves the construction of a series of six AHTS vessels [1] - The vessels are 65 meters in length, indicating a significant investment in maritime capabilities [1]

Core Viewpoint - Tianhai Defense has made significant progress in the marine engineering market by securing a total contract for six 65-meter anchor handling tug supply vessels (AHTS) through its subsidiary, Dajin Heavy Industry [1] Group 1 - Tianhai Defense's subsidiary, Dajin Heavy Industry, has successfully signed a total contract for six AHTS vessels [1] - The contract represents a new advancement in the marine engineering market for Tianhai Defense [1]