格隆汇12月10日丨天海防务(300008.SZ)在互动平台表示，公司防务装备业务的产品主要涉及防险救生 装备、特种船艇、水下安防及智能船舶配套等领域产品，其中，无人船艇已形成订单并交付，公司暂未 直接生产水下无人潜航器。 ...

Core Insights - The marine equipment sector experienced a slight increase of 0.42% on December 2, with Jianglong Shipbuilding leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Sector Performance - Jianglong Shipbuilding (300589) saw a closing price of 23.24, with a significant increase of 7.34% and a trading volume of 1.0158 million shares, amounting to a transaction value of 234.5 million [1] - Tianhai Defense (300008) closed at 8.23, up 4.31%, with a trading volume of 3.3455 million shares and a transaction value of 272.7 million [1] - Other notable performers include Yuanrui Technology (300600) with a closing price of 16.68, up 1.65%, and China Shipbuilding (600150) with a marginal increase of 0.06% [1] Capital Flow - The marine equipment sector saw a net inflow of 464 million yuan from institutional investors, while retail investors experienced a net outflow of 331 million yuan [1] - The detailed capital flow indicates that Tianhai Defense had a net inflow of 153 million yuan from institutional investors, while it faced a net outflow of 5.647 million yuan from retail investors [2] - Jianglong Shipbuilding had a net inflow of 29.08 million yuan from institutional investors, but a net outflow of 31.0525 million yuan from retail investors [2]

Core Points - The Shanghai Composite Index closed at 3892.55 points, above the five-day moving average, with a decline of 0.55% [1] - The total trading volume of A-shares reached 1,056.036 billion yuan, with 192 A-shares breaking through the five-day moving average [1] Summary by Category Stock Performance - Notable stocks with significant deviation rates above the five-day moving average include: - Zhaobiao Co., Ltd. (301136) with a deviation rate of 15.44% and a daily increase of 20.00% [1] - Jianglong Shipbuilding (300589) with a deviation rate of 7.81% and a daily increase of 9.75% [1] - Haixiang New Materials (003011) with a deviation rate of 7.17% and a daily increase of 10.02% [1] Trading Activity - The trading turnover rate for Zhaobiao Co., Ltd. was 15.73%, indicating high trading activity [1] - Other stocks with notable trading turnover rates include Jianglong Shipbuilding at 35.06% and Haixiang New Materials at 8.58% [1] Market Trends - The overall market showed a mixed performance with some stocks significantly outperforming the five-day moving average while others just managed to cross it [1]

Group 1 - Tianhai Defense experienced a 5.2% increase in stock price, reaching 8.30 CNY per share, with a trading volume of 1.543 billion CNY and a turnover rate of 11.61%, resulting in a total market capitalization of 14.343 billion CNY [1] - The company, established on October 29, 2001, and listed on October 30, 2009, is located in Shanghai and operates in shipbuilding and marine engineering, military-civilian integration, and clean energy utilization [1] - The revenue composition of Tianhai Defense includes: 92.05% from ship and marine engineering design and construction contracting, 1.97% from design technical services, 1.80% from energy business, 1.75% from other product revenues, 1.18% from defense equipment and products, 0.74% from other supplementary sources, and 0.50% from ship leasing [1] Group 2 - Huaxia Fund's Huaxia CSI 1000 ETF (159845) is among the top ten circulating shareholders of Tianhai Defense, having reduced its holdings by 18,800 shares in the third quarter, now holding 7.5116 million shares, which is 0.46% of the circulating shares [2] - The Huaxia CSI 1000 ETF has a current scale of 45.469 billion CNY and has achieved a year-to-date return of 25.4%, ranking 1952 out of 4206 in its category, with a one-year return of 20.78%, ranking 2243 out of 4012 [2]

Core Viewpoint - The report highlights significant growth in China's civil steel shipbuilding industry, with a projected production increase and substantial year-on-year growth rates for 2025 [1] Industry Summary - According to the National Bureau of Statistics, the production of civil steel ships in China is expected to reach 5.59 million deadweight tons in September 2025, representing a year-on-year increase of 59.3% [1] - Cumulative production from January to September 2025 is projected to be 39.05 million deadweight tons, reflecting a cumulative growth of 19% [1] - The report is based on data compiled by Zhiyan Consulting, a leading industry consulting firm in China, which specializes in in-depth industry research and market analysis [1]

证券之星消息，11月28日航海装备板块较上一交易日上涨0.69%，天海防务领涨。当日上证指数报收于 3888.6，上涨0.34%。深证成指报收于12984.08，上涨0.85%。航海装备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600150 | 中国船舶 | 1.29亿 | 8.00% | -7597.18万 | -4.72% | -5273.93万 | -3.28% | | 600764 | 中国海防 | 2922.71万 | 6.73% | 750.16万 | 1.73% | -3672.86万 | -8.46% | | 300810 | 出典范 | -36.81万 | -0.35% | 424.90万 | 4.09% | -388.10万 | -3.74% | | 300600 | 国瑞科技 | -422.44万 | -1.64% | 1286.24万 | 5.00% | -863 ...

Core Viewpoint - Tianhai Defense has shown significant stock performance with a year-to-date increase of 71.15%, reflecting strong market interest and financial growth [1][2]. Financial Performance - For the period from January to September 2025, Tianhai Defense reported a revenue of 3.148 billion yuan, representing a year-on-year growth of 34.50%. The net profit attributable to shareholders was 232 million yuan, marking a substantial increase of 202.12% [2]. Stock Market Activity - As of November 27, Tianhai Defense's stock price was 8.01 yuan per share, with a trading volume of 1.07 billion yuan and a turnover rate of 8.28%. The total market capitalization stood at 13.842 billion yuan [1]. - The stock has experienced a recent uptick, with a 5-day increase of 5.81%, a 20-day increase of 17.11%, and a 60-day increase of 11.72% [1]. Shareholder Information - As of November 20, the number of shareholders for Tianhai Defense reached 133,900, an increase of 7.54% from the previous period. The average number of tradable shares per shareholder decreased by 7.01% to 12,301 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 19.113 million shares, an increase of 11.997 million shares from the previous period [3].

Group 1 - The A-share market showed mixed performance on November 26, with major indices fluctuating, while sectors like pharmaceuticals and semiconductors saw gains, whereas shipbuilding and aerospace sectors faced declines [1] - The net outflow of main funds in the Shanghai and Shenzhen markets reached 11.01 billion yuan, with 15 sectors experiencing net inflows, particularly automotive, textile and apparel, and comprehensive industries, each exceeding 300 million yuan [1] - The basic chemical industry led the net outflow with 1.13 billion yuan, followed by social services, real estate, and non-bank financial sectors, each exceeding 600 million yuan [1] Group 2 - Five stocks recorded net inflows exceeding 1 billion yuan, with a total of 63 stocks seeing net inflows above 100 million yuan [2] - The CPO concept stocks continued to strengthen, with New Yisheng and Zhongji Xuchuang attracting net inflows of 1.646 billion yuan and 1.306 billion yuan, respectively [3] - Yangguang Power saw a net inflow of 1.243 billion yuan, while Inspur Information reported a net inflow of 1.128 billion yuan, with the company announcing a share buyback of 2.25 billion yuan [4] Group 3 - At the market close, the main funds experienced a net outflow of 1.541 billion yuan, with retail and food and beverage sectors leading in net inflows [5] - Three stocks, including Yaowang Technology and Dongxin Co., saw net inflows exceeding 100 million yuan at the close, with Dongxin Co. hitting the daily limit [6]

Core Insights - The marine equipment sector experienced a decline of 3.48% on November 26, with Jianglong Shipbuilding leading the losses [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Sector Performance - Major stocks in the marine equipment sector showed significant declines, with Jianglong Shipbuilding down 12.43% and Tianhai Defense down 9.25% [1] - The trading volume and turnover for key stocks were substantial, with China Shipbuilding trading 781,600 shares worth 2.681 billion yuan and Jianglong Shipbuilding trading 952,900 shares worth 2.082 billion yuan [1] Capital Flow - The marine equipment sector saw a net outflow of 1.43 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.154 billion yuan [1] - Individual stock capital flows indicated that Jianglong Shipbuilding had a net outflow of approximately 932.18 million yuan from institutional investors, while retail investors contributed a net inflow of about 1.11 billion yuan [2]

天海融合防务装备技术股份有限公司 证券代码：300008 证券简称：天海防务 公告编号：2025-092 1、案件所处的诉讼阶段：原告已撤诉。 2、上市公司所处的当事人地位为原告，涉案金额不变。 关于向江苏金海运科技有限公司原股东提起诉讼的进展公告 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。 重要内容提示: 3、对上市公司损益产生的影响：截至本公告披露日，（2025）苏 1202 民初 4960 号案件 原告已撤诉，后续公司将向上海市松江区人民法院另行提起诉讼，该诉讼对公司本期利润或期 后利润的可能影响尚不确定。公司将根据案件进展情况及时履行信息披露义务。 一、本次诉讼基本情况 2025 年 7 月，公司作为原告就 2015 年至 2019 年期间，全资子公司江苏金海运科技有限 公司（曾用名：泰州市金海运船用设备有限责任公司，以下简称"金海运"）与相关单位订立的 七份采购合同所涉退款事宜，通过江苏省泰州市海陵区人民法院（以下简称"海陵区法院"）对 金海运原股东李露女士提起诉讼。公司收到了海陵区法院出具的《受理案件通知书》（案号： 【（2025）苏 1202 ...