Group 1 - The core viewpoint of the article highlights the decline of the China Shipbuilding sector, with a drop of 0.76% as of July 3rd, positioning it among the top decliners in the concept sector [1] - Within the China Shipbuilding sector, companies such as China Ship Emergency, China Marine Defense, and Kunshan Intelligent experienced significant declines, while a few companies like Jiuzhiyang, China Shipbuilding, and China Ship Technology saw slight increases [1] - The article provides a detailed table of concept sectors showing the top gainers and losers, with the China Shipbuilding sector being one of the notable losers [1] Group 2 - The article notes that the China Shipbuilding sector faced a net outflow of 461 million yuan from major funds, with ten stocks experiencing net outflows, and five stocks seeing outflows exceeding 30 million yuan [1] - China Ship Emergency led the net outflow with 158 million yuan, followed by China Shipbuilding and China Marine Defense, which also saw significant outflows [1] - A detailed table lists the stocks within the China Shipbuilding sector, showing their respective price changes, turnover rates, and net fund flows, indicating a challenging day for most companies in the sector [1]

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]

Group 1: Business Performance and Strategy - The company is focusing on expanding its civilian product business, aiming to enhance its performance in high-end equipment manufacturing, next-generation information technology, and low-altitude economy sectors [2][3] - Despite the overall growth in the shipbuilding industry, the company's performance has declined due to its reliance on military ship products, which are growing at a slower pace compared to civilian ships [3] - The company plans to strengthen its collaboration with key units in the shipbuilding industry and adapt to market dynamics through customer management and product iteration [3] Group 2: Market Position and Competitiveness - The company maintains a leading market share in the star tracker business, primarily serving aerospace defense and commercial satellite sectors [3] - To boost investor confidence, the company is implementing measures such as enhancing technological innovation, expanding market reach, and ensuring high-quality product delivery [3] - The company has announced a dividend plan to reward investors, emphasizing its commitment to returning value [3] Group 3: Product Development and Applications - The company has developed infrared thermal imaging devices that can be used for drone detection and tracking, indicating its involvement in the drone defense sector [3]

证券代码：300516 证券简称：久之洋 公告编号：2025-020 湖北久之洋红外系统股份有限公司 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。 湖北久之洋红外系统股份有限公司（以下简称"公司"），2024 年年度权益 分派方案已获 2025 年 4 月 22 日召开的 2024 年年度股东大会审议通过，现将权 益分派事宜公告如下： 一、股东大会审议通过利润分配方案情况 金股利 0.69 元人民币（含税），合计派发现金股利人民币 1,242 万元（含税），不 送红股，不进行资本公积金转增股本。 若董事会审议利润分配预案后股本发生变动的，则以未来实施利润分配方案 时股权登记日的总股本为基数，按照分配比例不变的原则对分配总额进行调整。 案一致。 时间未超过两个月。 二、权益分派方案 本公司 2024 年年度权益分派方案为：以公司现有总股本 180,000,000 股为基 数，向全体股东每 10 股派 0.690000 元人民币现金（含税；扣税后，通过深股通 持有股份的香港市场投资者、境外机构（含 QFII、RQFII）以及持有首发前限售 股的个人和证券投资基金 ...

证券代码：300516 证券简称：久之洋 公告编号：2025-020 湖北久之洋红外系统股份有限公司 2024 年年度权益分派实施公告 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。 湖北久之洋红外系统股份有限公司（以下简称"公司"），2024 年年度权益 分派方案已获 2025 年 4 月 22 日召开的 2024 年年度股东大会审议通过，现将权 益分派事宜公告如下： 一、股东大会审议通过利润分配方案情况 1、公司 2024 年年度股东大会审议通过的 2024 年年度利润分配方案为：以 2024 年 12 月 31 日股本总数 180,000,000 股为基数，向全体股东每 10 股派发现 金股利 0.69 元人民币（含税），合计派发现金股利人民币 1,242 万元（含税），不 送红股，不进行资本公积金转增股本。 若董事会审议利润分配预案后股本发生变动的，则以未来实施利润分配方案 时股权登记日的总股本为基数，按照分配比例不变的原则对分配总额进行调整。 2、自本次权益分派方案披露至实施期间，公司股本总额未发生变化。 3、本次权益分派方案内容与公司 2024 年 ...

证券代码：300516 证券简称：久之洋 公告编号：2025-021 湖北久之洋红外系统股份有限公司 关于参加湖北辖区上市公司 2025 年投资者网上集体接待日活动 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。 为进一步加强与投资者的互动交流，湖北久之洋红外系统股份有限公司（以 下简称"公司"） 将参加由湖北证监局指导、湖北省上市公司协会与深圳市全景 网络有限公司联合举办的"湖北辖区上市公司 2025 年投资者集体接待日活动"。 现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流。活动时间为 2025 年 6 月 12 日（星期四）14:00-16:40。届时公 司董事长郭良贤先生，财务总监兼董事会秘书兼总法律顾问（首席合规官）吴昌 仁先生将在线就投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者 踊跃参与！ 特此公告。 湖北久之洋红外系统股份有限公司 董 事 会 2025 年 6 月 3 日 ...

Core Viewpoint - The performance briefing held by China Shipbuilding Group focused on the operational results and future plans of its listed companies, particularly highlighting the challenges and strategic responses of Jiuzhiyang, a subsidiary, in the current market environment [1] Group 1: Company Performance - In 2024, Jiuzhiyang reported a revenue of 534 million yuan, a year-on-year decrease of 30.58%, and a net profit attributable to shareholders of 30.98 million yuan, down 62.65% compared to the previous year [2] - Despite the decline in overall performance, Jiuzhiyang maintained a strong core competitiveness, with military product sales and production increasing by over 50% year-on-year [2] - The company achieved a significant breakthrough in its application and foreign trade sectors, with new contract amounts rising by 135.23% year-on-year [2] - Jiuzhiyang has consistently distributed cash dividends, with 40% of the net profit for 2024 allocated for dividends, totaling over 200 million yuan since its listing [2] Group 2: Future Development Plans - The company plans to enhance its market expansion capabilities in the civilian sector, as evidenced by the significant increase in new contracts [3] - Future strategies will focus on integrating innovation chains with industrial chains, emphasizing a structured approach to product and technology planning [3] - Jiuzhiyang aims to strengthen its presence in both domestic and international markets, exploring collaborative models for providing system solutions and technical services [3]

Group 1: Company Vision and Strategy - The company aims to become an innovator and leader in the field of optical and quantum technology, collaborating with global partners for mutual growth [3] - A strategic plan is established based on the "13510" requirements, with a long-term vision set for 2035 and a five-year plan to guide development [3] Group 2: Financial Performance - In 2024, the company reported a revenue of 534 million CNY, a decrease of 30.58% year-on-year [4] - The total profit for 2024 was 25.11 million CNY, down 68.77% compared to the previous year [4] - The net profit attributable to shareholders was 30.98 million CNY, reflecting a decline of 62.65% year-on-year [4] Group 3: Business Development Focus - The company plans to focus on strategic emerging industries, application industries, and foreign trade in 2025, particularly in high-end equipment manufacturing and low-altitude economy [5] - Significant breakthroughs were achieved in the civil business sector in 2024, with new contract amounts significantly increasing compared to the previous year [6][7] Group 4: Innovation and Market Strategy - Emphasis on technological innovation and integration of the innovation chain with the industry chain, with a completed first round of innovation system reform by early 2025 [3] - The company is expanding into new business areas guided by national emerging industry strategies, with ongoing research in satellite internet and high-end manufacturing [3]

Group 1 - The military stocks, particularly those in the "China Shipbuilding System," have experienced a significant surge, with the entire sector index rising by 8% [1] - Four companies within this sector have reported profit growth exceeding 100%, indicating strong performance and potential investment opportunities [1][6] - The recent conflict between Pakistan and India has highlighted China's military strength, boosting market confidence and valuations for related stocks [1] Group 2 - The domestic shipbuilding industry is performing well, with a shift in demand towards new, energy-efficient vessels due to new carbon emission standards and environmental regulations [2] - It is projected that by 2025, Chinese shipbuilders will secure over 60% of global orders, with many companies in the China Shipbuilding System having orders extending to 2028 [2] - The financial performance of companies like China Shipbuilding shows a net profit increase of 181% in Q1, with an expected growth of 22% for the full year [3] Group 3 - China Power reported a net profit increase of 349% in Q1, with an anticipated growth of 78% for the year [4][6] - China Heavy Industry is expected to see a net profit growth of 267% in 2024, with a remarkable 282% increase in Q1 [4][7] - The overall positive trend in military stocks is supported by improved international trade relations, which are expected to enhance demand for shipbuilding [6]

股票代码：300516 证券简称：久之洋 公告编号：2025-019 暨 2025 年第一季度业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025年5月20日（星期二）下午14:30-17:30 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow. sseinfo.com）（以下简称"上证路演中心"） 湖北久之洋红外系统股份有限公司 关于参加中船集团控股上市公司 2024 年度集体业绩说明会 会议召开方式：现场交流、视频直播和网络文字互动 会议问题征集：投资者可于 2025 年 5 月 19 日（星期一）16:00 前通过本公 司公开邮箱（market@hbjir.com）进行会前提问。公司将在说明会上对投资者 普遍关注的问题进行回复。 湖北久之洋红外系统股份有限公司（以下简称"公司"）已于 2025 年 3 月 28 日披露 2024 年年度报告、于 2025 年 4 月 24 日披露 2025 年第一季度报告。 为便于广大投资者更全面深入地了解公司2024年及2025年第一季 ...