证券之星消息，7月30日航海装备板块较上一交易日上涨0.12%，国瑞科技领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300600 | 国瑞科技 | 1.471Z | 10.88% | -1.02 Z | -7.50% | -4572.14万 | -3.38% | | 300065 | 海兰信 | 8534.43万 | 5.17% | 340.67万 | 0.21% | -8875.10万 | -5.37% | | 601890 | 亚星锚链 | 4643.07万 | 4.10% | -2326.95万 | -2.05% | -2316.12万 | -2.04% | | 300810 中科海讯 | | 2914.67万 | 7.22% | 3254.35万 | 8.06% | -61 ...

Group 1 - The marine equipment sector increased by 0.62% on July 29, with Guorui Technology leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] - Guorui Technology's stock price rose by 5.94% to 15.70, with a trading volume of 328,300 shares and a transaction value of 512 million yuan [1] Group 2 - The marine equipment sector saw a net inflow of 110 million yuan from main funds, while retail investors experienced a net outflow of 134 million yuan [2] - The table of individual stocks in the marine equipment sector shows varying performance, with notable increases in stocks like Yaxing Anchor Chain and Jianglong Shipbuilding [1][2]

Revenue Situation - In 2024, China Shipbuilding Industry Corporation (CSIC) reported the highest revenue in the sonar industry, reaching 55.4 billion yuan. CSIC is a leading ship design and manufacturing enterprise in China, delivering 62 internationally advanced vessels, solidifying its global market position [1] - China Haifang ranked second with a revenue of 3.173 billion yuan [1] Net Profit Situation - CSIC also led in net profit for 2024, achieving 1.33 billion yuan. In contrast, China Haida reported a net loss of 40 million yuan, primarily due to macroeconomic downturns and reduced infrastructure investment impacting its traditional surveying equipment business [4] R&D Capability Analysis R&D Investment - CSIC had the highest R&D investment in 2024, amounting to 2.16 billion yuan, followed by China Haifang with 350 million yuan. The lowest R&D investment was from Zhongke Haixun at 30 million yuan [5] R&D Intensity - R&D intensity, defined as the ratio of R&D investment to revenue, showed that Hailanxin had the highest intensity at 22.51%. Zhongke Haixun followed with an intensity of 12.02%. CSIC had the lowest R&D intensity [8] R&D Personnel - CSIC employed the most R&D personnel, totaling 5,533, but this only accounted for approximately 20% of its total workforce. Zhongke Haixun had the highest proportion of R&D personnel relative to its total workforce at 60.5% [11]

证券代码：300065 证券简称：海兰信 公告编号：2025-045 北京海兰信数据科技股份有限公司 关于签订募集资金四方监管协议的公告 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、 向不特定对象发行可转换公司债券签订四方监管协议的情况 1.募集资金基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）出具的《关于同意 北京海兰信数据科技股份有限公司向不特定对象发行可转换公司债券注册的批 复》（证监许可[2020]3065 号）核准，北京海兰信数据科技股份有限公司（以下 简称"公司"）本次向不特定对象发行可转换公司债券共计募集资金总额为 73,000 万元，扣除保荐承销费用（含税）人民币 8,698,000 元，募集资金净额为 721,302,000 元。上述募集资金到位情况经天职国际会计师事务所（特殊普通合 伙）验证，并于 2020 年 12 月 18 日出具天职业字[2020]41728 号验资报告。 2.部分募投项目变更情况 公司于 2025 年 6 月 9 日召开了第六届董事会第十三次会议、第六届监事会 第十次会议以及于 2025 年 6 ...

Group 1 - The sonar industry in China has over 690 active companies, with Guangdong province having the highest number at approximately 110 companies, followed by Jiangsu, Shandong, and Zhejiang [1] - Jiangsu province leads in effective patent applications in the sonar industry, with a total of 1,186 applications, indicating its strategic positioning and technological innovation in this field [3] - China Shipbuilding Industry Corporation holds the highest number of effective patent applications among companies, totaling 25, followed by Zhongke Tanhai (Shenzhen) Marine Technology Co., Ltd. with 21 applications [5] Group 2 - Zhejiang province has the highest number of sonar bidding projects, totaling 657, followed by Guangdong, Jiangsu, and Anhui with 492, 420, and 334 projects respectively [7] - Jiangsu province also has the most winning bids in the sonar sector, with 385 projects, followed by Shandong, Zhejiang, and Guangdong with 358, 283, and 195 projects respectively [9]

证券代码：300065 证券简称：海兰信 公告编号：2025-044 北京海兰信数据科技股份有限公司 关于发行股份及支付现金购买资产并募集配套资金 暨关联交易的进展公告 2025 年 2 月 14 日，公司召开第六届董事会第九次会议、第六届监事会第七 次会议，审议通过了《关于<北京海兰信数据科技股份有限公司发行股份及支付 现金购买资产并募集配套资金暨关联交易预案>及其摘要的议案》等与本次交易 相关的议案，具体内容详见公司披露的相关公告。 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、误导性陈述或者重大遗漏。 特别提示： 1、北京海兰信数据科技股份有限公司（以下简称"公司"）于 2025 年 2 月 17 日披露的《北京海兰信数据科技股份有限公司发行股份及支付现金购买资产 并募集配套资金暨关联交易预案》（以下简称"本次交易预案"）及其摘要中已 对本次交易涉及的风险因素及尚需履行的审批程序进行了详细说明，公司将根据 相关事项的进展情况，及时履行信息披露义务，提请广大投资者关注后续进展公 告并注意投资风险。 2、截至本公告披露日，除本次交易预案中披露的有关风险因素外，公司尚 未发现可能导 ...

Core Points - The CSWD M&A Index increased by 0.21% to 1737.31 points with a trading volume of 30.173 billion yuan on July 3 [1] - Over the past month, the CSWD M&A Index has risen by 2.21%, while it has increased by 0.84% over the last three months, and has decreased by 0.08% year-to-date [1] Index Composition - The CSWD M&A Index is composed of the top 100 securities based on the total value of assets involved in M&A or restructuring processes [1] - The top ten weighted securities in the index are: Luxshare Precision (5.59%), Top Group (5.53%), China Shipbuilding (5.14%), OFILM (4.64%), China Communications Construction (4.43%), Shanghai Silicon Industry (4.27%), BGI Genomics (3.53%), State Power Investment Corporation (3.16%), New Hope Liuhe (2.6%), and Hailanxin (1.88%) [1] Market Distribution - The market distribution of the CSWD M&A Index shows that the Shenzhen Stock Exchange accounts for 51.33%, the Shanghai Stock Exchange for 48.38%, and the Beijing Stock Exchange for 0.30% [1] Industry Breakdown - The industry composition of the index includes: Information Technology (27.44%), Industrials (23.69%), Materials (12.43%), Consumer Discretionary (11.53%), Communication Services (7.09%), Financials (6.45%), Utilities (5.30%), Health Care (2.93%), Real Estate (2.18%), and Consumer Staples (0.95%) [2] Sample Adjustment - The index samples are adjusted quarterly, with adjustments occurring on the first trading day of March, June, September, and December [2] - New samples ranked within the top 80 are prioritized for inclusion, while existing samples ranked within the top 120 are preferred for retention [2]

Group 1 - The domestic aircraft carrier concept sector declined by 0.79%, ranking among the top declines in the concept sector, with leading decliners including China Ship Emergency, China Marine Defense, and Yaxing Anchor Chain [1] - Among the 14 stocks that rose, Nanshan Holdings, China Satellite, and Jinxin Nuo had the highest increases of 10.07%, 2.11%, and 2.07% respectively [1] - The domestic aircraft carrier concept sector experienced a net outflow of 1.42 billion yuan, with 29 stocks seeing net outflows, and 9 stocks with outflows exceeding 50 million yuan [1] Group 2 - The stock with the highest net outflow was Yaxing Anchor Chain, with a net outflow of 365.44 million yuan, followed by Hailanxin, China Ship Emergency, and China Shipbuilding with net outflows of 205.27 million yuan, 158.31 million yuan, and 127.01 million yuan respectively [1] - The stocks with the highest net inflows included Jinxin Nuo, China Satellite, and Aero Engine Corporation, with net inflows of 43.54 million yuan, 29.55 million yuan, and 28.83 million yuan respectively [2]

Investment Rating - The report rates the defense and military industry as "Outperforming the Market" [2] Core Views - The global geopolitical situation remains tense, with ongoing conflicts such as the Russia-Ukraine war and rising risks in the Middle East, leading to an intensified arms race and increased focus on military construction [4][38] - The defense industry is expected to see a recovery in demand as the "14th Five-Year Plan" approaches its final year, with long-term growth certainty supported by clear development goals for 2035 and 2050 [4] - The upcoming military parade on September 3 will showcase both traditional main battle equipment and new combat forces, highlighting advancements in military capabilities [3][40] Summary by Sections Market Review - The defense and military index rose by 6.90% last week, outperforming major indices such as the Shanghai Composite and Shenzhen Component [12] - The current PE (TTM) for the defense and military sector is 79.92 times, with sub-sectors showing varied valuations: aerospace equipment at 143.52 times, aviation equipment at 69.14 times, ground weapons at 174.36 times, naval equipment at 50.76 times, and military electronics at 102.36 times [20][21] Key Recommendations - Recommended companies include: 1. Downstream manufacturers: Hongdu Aviation, AVIC Shenyang Aircraft, AVIC Xi'an Aircraft, and AVIC Helicopter [4] 2. Military new technologies: Lianchuang Optoelectronics, Guangqi Technology, and Zhongjian Technology [4] 3. Underwater equipment: Hailanxin, Yaxing Anchor Chain, and Zhongke Haixun [4] 4. Missile industry chain: Feilihua, Guoke Military Industry, and Zhongbing Hongjian [4] 5. Military titanium materials: Western Superconducting [4] 6. Electronic components: Hongyuan Electronics and Aerospace Electronics [4] 7. Military trade direction: Zhongwu Drone [4] Industry Dynamics - Recent policies related to deep-sea technology indicate significant development potential, particularly for specialized equipment like UUVs, supported by top-level planning [3] - The military trade market is expanding, with recent announcements of procurement from Pakistan for Chinese fighter jets, indicating a growing opportunity in military exports [39]

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]