转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院深海科技研究小组发布的《中国海洋经济产业发展状况调研与投 资战略分析报告》 行业主要上市公司：中国船舶(600150.SH);中船防务(600685.SH);振华重工(600320.SH);中海油服 (601808.SH);中国海防(600764.SH);海兰信(300065.SZ);中天科技(600522.SH)等 本文核心数据：上市公司业务布局;上市公司业绩对比 深海科技行业上市公司汇总 中国深海科技上市公司数量较多，已形成完整产业链，涵盖高端装备制造、油气勘探服务、深海通信与 探测多个领域。以中国船舶、中海油服等为代表的央企龙头，主导深海钻井平台、特种船舶等重大装备 制造;中天科技、东方电缆在海底光缆电缆领域技术领先;海兰信、中国海防则聚焦水下探测与国防科 技。这些企业作为国家海洋战略的核心力量，正持续推动深海资源开发与关键技术自主化，展现出强大 的综合竞争力。 各公司公告 图表 1: 2025年中国深海科技产业上市公司汇总(一) | 公司简称 | 股票代码 | 要点 | 关联度 | | --- | --- | --- | --- | | 中国船舶 ...

Group 1 - The silicon energy sector continues to weaken, with major companies experiencing significant declines in stock prices [1] - Dawa Co. saw a nearly 6% drop in its stock price, while Chenguang New Materials fell over 5% [1] - Other companies such as Yuanxiang New Materials, Baose Co., and Yanggu Huatai also followed the downward trend [1]

Core Insights - On November 20, several companies disclosed their share repurchase and reduction plans, indicating varying levels of confidence in their stock performance [1] Group 1: Share Repurchase Plans - Eddie Precision plans to repurchase A-shares worth between 100 million to 200 million yuan [2] - Aviation Materials plans to repurchase shares worth between 50 million to 100 million yuan [2] - Changshu Bank's executives plan to increase their holdings by no less than 550,000 shares [2] Group 2: Share Reduction Plans - New Hongze's major shareholder reduced their holdings during a period of abnormal stock fluctuations [2] - General Electric's Singapore company plans to reduce its holdings by no more than 3% in China Xidian [2] - Senior management of Lifespring Pharmaceutical plans to reduce their holdings by no more than 0.0044% [2] - Shareholder Zhoushan Ruihao of Wan Feng plans to reduce holdings by no more than 1.75% [2] - Shareholders of Dongxin plan to collectively reduce holdings by no more than 0.71% [2] - Haigang Group, a shareholder of Hainan Mining, plans to reduce holdings by no more than 0.75% [2] - Actual controller Zhang Guifeng of Fulongma reduced 3.7812 million shares from November 19 to November 20 [2] - Shareholder Dongguan Kechuang Investment Group of Shengyi Electronics plans to reduce holdings by no more than 1% [2] - Shareholder Qinyi Partnership of Yayi Technology plans to reduce holdings by no more than 0.25% [2] - Controlling shareholder Yuansi Industrial of New City plans to reduce holdings by no more than 3% [2] - Controlling shareholder of Kaishan plans to reduce holdings by no more than 1% [2] - The largest shareholder of Tuo Jing Technology, the National Fund, plans to reduce holdings by no more than 3% [2] - Controlling shareholder Li Zheng of Wajinjiao plans to reduce holdings by no more than 3% [2] - Shareholder Shanxi Huaxin Hai of Baose plans to reduce holdings by no more than 1% [2] - Shareholders of Huaya Intelligent plan to collectively reduce holdings by 399.21 million shares, accounting for 2.98% of total share capital [2] - Directors and executives of Changxin Bochuang plan to collectively reduce holdings by no more than 0.05% [2] - Shareholders of Longxun plan to collectively reduce holdings by no more than 2.63% [2] - Some directors and executives of Fulede plan to collectively reduce holdings by no more than 0.0104% [2]

Core Viewpoint - Shanxi Huaxin Hai Trading Co., Ltd., a shareholder holding more than 5% of Baose Co., Ltd., plans to reduce its stake by up to 2,467,904 shares, representing no more than 1.00% of the total share capital, due to funding needs [1] Group 1 - Shanxi Huaxin Hai holds 15,780,000 shares, accounting for 6.39% of Baose's total share capital [1] - The planned reduction will occur within three months from December 12, 2025, to March 11, 2026, through centralized bidding on the stock exchange [1] - The reduction will not lead to a change in control of the company or affect its governance structure and ongoing operations [1]

格隆汇11月20日丨宝色股份(300402.SZ)公布，股东山西华鑫海贸易有限公司（简称"山西华鑫海"），计 划自本公告披露之日起15个交易日后的3个月内（2025年12月12日至2026年3月11日），通过证券交易所 集中竞价方式减持本公司股份不超过2,467,904股（占本公司总股本比例不超过1.00%）。 ...

智通财经APP讯，宝色股份(300402.SZ)公告，公司股东山西华鑫海贸易有限公司(简称"山西华鑫海")计 划自本公告披露之日起15个交易日后的3个月内(2025年12月12日至2026年3月11日)，通过证券交易所集 中竞价方式减持公司股份不超过246.79万股(占公司总股本比例不超过1.00%)。 ...

宝色股份（300402）(300402.SZ)公告，公司股东山西华鑫海贸易有限公司(简称"山西华鑫海")计划自本 公告披露之日起15个交易日后的3个月内(2025年12月12日至2026年3月11日)，通过证券交易所集中竞价 方式减持公司股份不超过246.79万股(占公司总股本比例不超过1.00%)。 ...

证券代码：300402 证券简称：宝色股份 公告编号：2025-068 南京宝色股份公司 关于持股5%以上股东减持股份预披露公告 公司持股5%以上股东山西华鑫海贸易有限公司保证向本公司提供的信息内 容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有南京宝色股份公司（以下简称"公司"）15,780,000 股（占本公司总股本 比例 6.39%）的股东山西华鑫海贸易有限公司（以下简称"山西华鑫海"），计划 自本公告披露之日起 15 个交易日后的 3 个月内（2025 年 12 月 12 日至 2026 年 3 月 11 日），通过证券交易所集中竞价方式减持本公司股份不超过 2,467,904 股（占 本公司总股本比例不超过 1.00%）。 公司于近日收到持股 5%以上股东山西华鑫海出具的《关于股份减持计划的告知 函》，现将相关情况公告如下： 一、股东的基本情况 1、股东名称：山西华鑫海贸易有限公司 2、股东持股情况：截至本公告披露日，山西华鑫海持有公司股份 15,780,000 股，占本公司总股本的比例为 6.39%，均为 ...

Core Insights - Thorium ore is emerging as a strategic energy resource due to its high energy density, safety, low waste, and cost-effective extraction when associated with rare earth elements [1][4][6] - China leads in both resources and technology, with proven industrial reserves of 287,000 tons, ranking second globally, and significant breakthroughs in thorium fuel technology [1][4][6] - The thorium mining industry in China is characterized by a "net import" trade pattern, with Nigeria being a key source of imports, and prices for thorium ore have shown a significant upward trend [1][6][8] Thorium Mining Industry Overview - Thorium ore consists of minerals containing thorium, which has significant economic value due to its properties and association with rare earth elements [2][3] - The core advantages of thorium include extremely high energy density, superior safety performance, and low extraction costs [3][4] Current Development Status of China's Thorium Mining Industry - China's thorium mining industry is transitioning from a niche resource to a strategic energy core, supported by abundant resources and technological advancements [4][6] - The Baiyun Obo mining area holds over 75% of China's thorium reserves, with significant potential for further exploration [4][6] Thorium Resource Distribution in China - China's thorium resources are managed under strict regulations, leading to a notable "net import" pattern despite domestic abundance [6][8] - The import volume of thorium ore has been increasing, with a notable 24.67% year-on-year growth in the first nine months of 2025 [6][8] Thorium Mining Industry Supply Chain - The thorium mining industry has established a complete supply chain from geological exploration to nuclear fuel manufacturing, with applications expanding beyond nuclear power [9][11] - The industry is characterized by collaboration across the supply chain, with upstream resources being integrated with rare earth mining processes [9][11] Competitive Landscape of China's Thorium Mining Industry - The industry exhibits a competitive structure with monopolies in resource extraction, concentrated technology, and collaborative applications [14][15] - Key players include Baogang Group, which controls over 75% of thorium resources, and leading companies in materials and equipment manufacturing [14][15] Future Development Trends of China's Thorium Mining Industry - The future of the thorium mining industry will focus on the continuous breakthrough and commercialization of thorium-based molten salt reactor technology [16][17] - There will be an emphasis on deep collaboration across the supply chain, driving technological upgrades and expanding applications in clean energy and industrial processes [16][17] - The diversification of applications will enhance the strategic value of thorium, contributing to energy security and reducing reliance on imported uranium [17]

北京观韬（西安）律师事务所 关于南京宝色股份公司 2025 年第三次临时股东会的法律意见书 观意字 2025XA000639 号 致：南京宝色股份公司 本所及经办律师依据《公司法》《证券法》《律师事务所从事证券法律业务 1 北京观韬（西安）律师事务所（以下简称"本所"）受南京宝色股份公司（以 下简称"公司"）之委托，指派律师出席 2025 年 11 月 14 日召开的公司 2025 年 第三次临时股东会（以下简称"本次股东会"），并根据《中华人民共和国公司 法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证 券法》"）等相关法律、行政法规、《上市公司股东会规则》（以下简称"《规 则》"）以及公司现行有效的《公司章程》的有关规定，就本次股东会相关事项 出具本法律意见书。 为出具本法律意见书，本所律师查询了公司在信息披露媒体上刊登的相关公 告，核查了公司提供的有关本次股东会的文件，听取了公司就有关事实的陈述和 说明，列席了本次股东会。公司已经向本所律师提供了本所律师认为出具本法律 意见书所必需的、真实、准确、完整的原始书面材料、副本材料或者口头证言， 并无任何隐瞒、虚假、误导或重大遗漏之处； ...