Group 1 - Hubei Green Intelligent Ship Design Research Co., Ltd. has been established with a registered capital of 10 million yuan [2] - The company's business scope includes artificial intelligence application software development, AI industry application system integration services, and satellite technology comprehensive application system integration [2] - The company is jointly held by Tianhai Defense (300008) and other stakeholders [2]

证券日报网讯 12月17日晚间，天海防务发布公告称，因原签字注册会计师俞莹离职，容诚会计师事务 所改派杨志颖接替，变更后签字注册会计师为万斌、杨志颖、陈雷，继续完成公司2025年度财务报表及 内控审计工作。 （文章来源：证券日报） ...

Core Viewpoint - The establishment of Hubei Green Intelligent Ship Design Research Co., Ltd. indicates a growing focus on artificial intelligence and satellite technology applications in the maritime industry [1] Company Summary - Hubei Green Intelligent Ship Design Research Co., Ltd. has been established with a registered capital of 10 million yuan [1] - The company’s business scope includes artificial intelligence application software development and system integration services [1] - The company is co-owned by Tianhai Defense (300008) among other stakeholders [1] Industry Summary - The formation of this company reflects the increasing integration of artificial intelligence in various sectors, particularly in ship design and maritime technology [1] - The focus on satellite technology application systems suggests a trend towards advanced technological solutions in the maritime industry [1]

Group 1 - Tianhai Defense's stock price increased by 2.25% on December 18, reaching 7.73 CNY per share, with a trading volume of 471 million CNY and a turnover rate of 3.75%, resulting in a total market capitalization of 13.358 billion CNY [1] - The company has seen a year-to-date stock price increase of 65.17%, with a recent decline of 1.78% over the last five trading days, a 2.11% increase over the last 20 days, and a 19.66% increase over the last 60 days [1] - Tianhai Defense's main business segments include shipbuilding and marine engineering (92.05%), technical services for marine engineering (1.97%), energy business (1.80%), defense equipment and products (1.18%), and other revenues [1] Group 2 - As of November 20, Tianhai Defense had 133,900 shareholders, an increase of 7.54% from the previous period, with an average of 12,301 circulating shares per shareholder, a decrease of 7.01% [2] - For the period from January to September 2025, Tianhai Defense reported revenue of 3.148 billion CNY, a year-on-year increase of 34.50%, and a net profit attributable to shareholders of 232 million CNY, reflecting a significant year-on-year growth of 202.12% [2] Group 3 - Since its A-share listing, Tianhai Defense has distributed a total of 177 million CNY in dividends, with no dividends paid in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder with 19.113 million shares, an increase of 11.997 million shares from the previous period [3]

每经头条（nbdtoutiao）——"太空快递"来了？全国首个民营飞船成功"上天"！背后公司创始人：正积 极开发"中型货运飞船"低成本产品 每经AI快讯，天海防务（SZ 300008，收盘价：7.56元）12月17日晚间发布公告称，截至本公告日，公 司累计对下属各子（孙）公司提供已生效的美元担保金额约为1.42亿美元，已生效的欧元担保金额为 10231.8万欧元，已生效的人民币担保金额约为21.62亿元，总计已生效对外担保金额折合人民币约为 40.15亿元（以2025年12月17日汇率第4页折算，不包含本次担保），占公司最近一期（2024年12月31 日）经审计的净资产的191.77%。本次担保合同生效后，总计对子公司已生效对外担保金额折合人民币 约为41.67亿元，占公司最近一期（2024年12月31日）经审计净资产的199.03%。 （记者 曾健辉） 2025年1至6月份，天海防务的营业收入构成为：制造业占比93.9%，服务业占比2.82%，批发零售业占 比1.8%，其他业务占比1.48%。 截至发稿，天海防务市值为131亿元。 ...

证券代码：300008 证券简称：天海防务 公告编号：2025-094 天海融合防务装备技术股份有限公司 关于为全资子公司开展售后回租业务及 申请银行授信额度提供担保的公告 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 （一）基本情况 因经营需要，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"）拟为 全资子公司江苏大津重工有限公司（以下简称"大津重工"）开展售后回租融资业务及申请银 行综合授信提供担保。具体情况如下： 1、大津重工拟以部分机器设备作为租赁标的物，与农银金融租赁有限公司开展售后回租 融资业务，融资金额为人民币 4,800 万元，期限不超过 24 个月。公司将为上述售后回租融资 业务所产生的租金总额（含租息）共计 5,198 万元提供连带责任保证担保，并签署《保证合同》， 具体内容以实际签署的保证合同为准。 2、大津重工拟向江苏银行股份有限公司镇江分行申请额度不超过（含）10,000 万元人民 币的综合授信，期限不超过（含）1 年，主要用于补充生产、经营中的流动资金需要。公司将 为上述综合授信提供最高本金余额不超过（含 ...

证券代码：300008 证券简称：天海防务 公告编号：2025-093 天海融合防务装备技术股份有限公司 2、诚信记录 签字注册会计师杨志颖近三年不存在因执业行为受到刑事处罚，受到证监会及其派出机构、 行业主管部门的行政处罚、监督管理措施，受到证券交易场所、行业协会等自律组织的自律监 管措施、纪律处分的情况。 关于变更签字注册会计师的公告 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。 天海融合防务装备技术股份有限公司（以下简称"公司"）分别于 2025 年 4 月 25 日、2025 年 5 月 20 日召开第六届董事会第十一次会议、2024 年年度股东大会，审议通过了《关于续聘 容诚会计师事务所（特殊普通合伙）的议案》，同意续聘容诚会计师事务所（特殊普通合伙） （以下简称"容诚事务所"）为公司 2025 年度审计机构。具体内容详见公司于 2025 年 4 月 26 日披露的《关于续聘会计师事务所的公告》（公告编号：2025-031）。现将相关情况公告如下： 一、本次变更签字注册会计师的基本情况 2025 年 12 月 15 日，公司收到容诚事务所《关于变更 ...

Core Viewpoint - The maritime equipment sector experienced a decline of 1.48% on December 15, with Jianglong Shipbuilding leading the losses. The Shanghai Composite Index closed at 3867.92, down 0.55%, while the Shenzhen Component Index closed at 13112.09, down 1.1% [1]. Sector Performance - The following companies in the maritime equipment sector reported their closing prices and percentage changes: - Yaxing Dilian (601890): Closed at 10.35, down 0.86% with a trading volume of 326,400 shares and a turnover of 337 million yuan [1]. - China Shipbuilding (600150): Closed at 33.81, down 1.17% with a trading volume of 434,400 shares and a turnover of 1.475 billion yuan [1]. - Zhongli Haixun (300810): Closed at 37.96, down 1.30% with a trading volume of 24,000 shares and a turnover of 91.59 million yuan [1]. - Zhongla Defense (600685): Closed at 28.75, down 1.74% with a trading volume of 212,300 shares and a turnover of 616 million yuan [1]. - Guorui Technology (300600): Closed at 15.08, down 1.95% with a trading volume of 62,400 shares and a turnover of 94.73 million yuan [1]. - China Haifang (600764): Closed at 26.48, down 2.03% with a trading volume of 98,700 shares and a turnover of 264 million yuan [1]. - Tianhai Defense (300008): Closed at 8.01, down 2.32% with a trading volume of 1,384,600 shares and a turnover of 1.113 billion yuan [1]. - Hailanxin (300065): Closed at 17.85, down 3.25% with a trading volume of 354,500 shares and a turnover of 638 million yuan [1]. - Jianglong Shipbuilding (300589): Closed at 20.19, down 8.93% with a trading volume of 604,500 shares and a turnover of 1.245 billion yuan [1]. Capital Flow - The maritime equipment sector saw a net outflow of 623 million yuan from main funds, while retail investors contributed a net inflow of 666 million yuan. Speculative funds experienced a net outflow of 42.67 million yuan [1].

国防军工热度居高不下！12月12日，商业航天、可控核聚变、超导等多题材联袂带动，高人气国防军工 ETF（512810）收盘价再创逾1个月新高，相关成份股表现尤为亮眼，西部材料6天4板再创新高，应流 股份、航天发展亦创历史新高，四川九洲尾盘封板。 | 序号 | 什么样 | 名称 | 估算权重 | 现价 | 涨跌幅 ▼ | 成交额 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 002149 | 西部材料 | 0.56% | 28.93 | 10.00% | 45.43 Z | | 2 | 000801 | 四川九洲 | 0.69% | 17.85 | 9.98% | 22.58亿 | | 3 | 688122 | 西部超导 | 2.00% | 75.51 | 7.18% | 32.95亿 | | 4 | 600363 | 联创光电 | 1.59% | 60.06 | 7.06% | 13.44亿 | | ਦੇ | 688375 | 国博电子 | 0.00% | 76.80 | 6.09% | 11.74亿 | | 6 | 603308 | 应流股份 | 1 ...

Core Viewpoint - The defense and military industry is experiencing a significant surge, driven by themes such as commercial aerospace, controllable nuclear fusion, and superconductivity, leading to a new high for the popular defense military ETF (512810) [1][7]. Group 1: ETF Performance - The defense military ETF (512810) closed at a new high, marking a 2.59% increase over the week, significantly outperforming the Shanghai Composite Index (-0.34%) and the CSI 300 Index (-0.08%) [2][8]. - The ETF has achieved three consecutive weeks of gains, with a total trading volume of 409 million yuan for the week, indicating a substantial increase in trading activity compared to the previous week [2][8]. Group 2: Stock Performance - Notable stocks within the ETF include: - Western Materials (002149) with a 10.00% increase, closing at 28.93 yuan and a trading volume of 454.3 million yuan [2][8]. - Sichuan Jiuzhou (000801) rose by 9.98%, closing at 17.85 yuan with a trading volume of 2.258 billion yuan [2][8]. - Aerospace Development (000547) increased by 5.23%, closing at 21.31 yuan with a trading volume of 10.752 billion yuan [2][8]. Group 3: Industry Trends - The defense and military sector is witnessing a rebound from previous lows, primarily driven by the accelerated development of new domains and technologies, including commercial aerospace and future energy [4][10]. - The industry is evolving from a reliance on domestic demand to a new development model characterized by three driving forces: domestic demand foundation, foreign trade expansion, and civilian-military integration [4][10]. - Analysts predict that the military industry will stabilize and improve, with a potential resurgence in demand expected in 2025, coinciding with the start of the new five-year plan in 2026 [4][10]. Group 4: Investment Opportunities - The defense military ETF (512810) serves as an efficient investment tool, covering various hot themes such as commercial aerospace, controllable nuclear fusion, and military AI, making it a one-click investment option for core assets in the defense sector [5][11].