Group 1 - The A-share market experienced a collective decline on June 20, with the Guozheng Aerospace Index falling by 1.58% [1] - The Tianhong Aerospace ETF (159241) closed down by 1.45%, with a trading volume exceeding 35 million yuan and a turnover rate over 22%, ranking first among similar products [1] - Among the constituent stocks, Changcheng Military Industry hit the daily limit, while Guobo Electronics, China Ship Emergency, China Marine Defense, and Aviation Material Co. saw significant gains [1] Group 2 - The Tianhong Aerospace ETF (159241) recorded a net inflow of over 10 million yuan yesterday, closely tracking the Guozheng Aerospace Index, which has over 96% weight in the defense and military industry [2] - The index focuses on key areas of the aerospace equipment industry chain, with 71% weight in core sectors such as aviation and aerospace equipment, emphasizing large aircraft manufacturing, low-altitude economy, and commercial aerospace [2] - Northeast Securities indicated that the disruptive factors in the military industry have largely dissipated, with downstream demand showing signs of recovery, and long-term goals for military modernization by 2035 and 2050 providing clear guidance for industry development [2] - Changjiang Securities noted that global military trade demand is expected to increase significantly, with China's equipment performance and high-quality supply likely to enhance its share in the global military trade market [2]

Group 1: Company Overview - The company specializes in emergency transportation engineering equipment across four major transportation fields: waterway, land, railway, and aviation [2][3]. Group 2: Product Categories - Waterway emergency transportation equipment includes floating bridge series, amphibious mechanized bridges, emergency combination ferries, and emergency docks, with products like 3000t class docks [3][4]. - Land emergency transportation equipment features mechanized bridges, assembly-type highway bridges, and surface series products for quick deployment in disaster scenarios [3]. - Railway emergency transportation equipment consists of temporary platforms and emergency repair tools for railway operations [4]. - Aviation emergency transportation equipment includes emergency helipads and loading/unloading devices [4]. Group 3: Participation in National Events - The company has participated in significant national events, including the 2009 National Day parade, the 2017 Army Day parade, and the 2019 National Day parade with various products [4]. Group 4: Disaster Relief Contributions - The company’s products have played crucial roles in disaster relief efforts during events such as the Wenchuan earthquake, Zhouqu mudslide, and recent floods in Thailand, ensuring the safety of lives and property [4][5]. Group 5: Business Improvement Strategies - The company aims to enhance operational performance by focusing on core responsibilities, market development, innovation, and cost control, while adhering to principles of financial prudence [5].

信用等级通知书 东方金诚债跟踪评字【2025】0120 号 中国船舶重工集团应急预警与救援装备股份有限 公司： 东方金诚国际信用评估有限公司根据跟踪评级安排对贵公司及"应 急转债"的信用状况进行了跟踪评级，经信用评级委员会评定，此 次跟踪评级维持贵公司主体信用等级为 AA+，评级展望为稳定，同 时维持"应急转债"信用等级为 AA+。 东方金诚国际信用评估有限公司 信用评级报告声明 信评委主任 二〇二五年六月十七日 东方金诚债跟踪评字【2025】0120 号 为正确理解和使用东方金诚国际信用评估有限公司（以下简称"东方金诚"）出具的 信用评级报告（以下简称"本报告"），本公司声明如下： 1.本次评级为委托评级，东方金诚与评级对象不存在任何影响本次评级行为独立、客 观、公正的关联关系，本次项目评级人员与评级对象之间亦不存在任何影响本次评级 行为独立、客观、公正的关联关系。 2.本次评级中，东方金诚及其评级人员遵照相关法律、法规及监管部门相关要求，充 分履行了勤勉尽责和诚信义务，有充分理由保证本次评级遵循了真实、客观、公正的 原则。 3.本评级报告的结论，是按照东方金诚的评级流程及评级标准做出的独立判断，未受 评级 ...

Core Viewpoint - The company, China Shipbuilding Emergency Response Co., Ltd., is focusing on improving its operational performance and market share through innovation and strategic adjustments in response to industry trends and challenges [1][2][4]. Group 1: Company Performance and Market Position - As of June 13, 2025, the company's stock price increased by 6.44% to 8.26 CNY, with a total market capitalization of 8.151 billion CNY, ranking 6th in the ground equipment sector [1]. - The company plans to enhance its market share and profitability by focusing on core responsibilities and developing innovative solutions tailored to market demands [2][4]. Group 2: Business Development and Strategic Focus - The company is actively developing unmanned intelligent emergency rescue equipment and aims to accelerate the market introduction of new products [3][5]. - The company has not yet entered the inland shipping sector, concentrating instead on emergency transportation engineering and flood rescue equipment [3][4]. Group 3: Industry Trends and Future Outlook - The acceleration of nuclear energy construction is expected to positively impact the performance of the company's subsidiary, Xi'an Shanchai Heavy Industry Nuclear Emergency Equipment Co., Ltd. [1][4]. - The company acknowledges the recovery in military industry business and is prepared to adjust production capacity based on market demand [2][4]. Group 4: Shareholder Information and Corporate Governance - As of June 10, 2025, the total number of shareholders is 50,871 [3][4]. - The company is cooperating with the regulatory investigation and has not yet received a conclusive opinion or decision regarding the ongoing inquiry [5].

Industry Overview - The lifeguard equipment industry is crucial for water safety and is experiencing strong growth driven by government policy support and consumer upgrades [1][13] - The market size of China's lifeguard equipment industry is projected to grow from 13.7 billion yuan in 2018 to 20.891 billion yuan in 2024, with a compound annual growth rate (CAGR) of 7.29% [1][13] - Increasing urbanization and rising awareness of water safety are expected to further boost market growth [1][11] Industry Development History - The development of China's lifeguard equipment industry began in the 1950s, initially focusing on manual production with limited product variety [5] - The industry saw rapid growth from the 1980s to 1990s due to the rise of water recreational activities, leading to increased demand and competition [5] - Since the 21st century, the industry has matured, with improved technology and a focus on international markets [5] Industry Chain - The lifeguard equipment industry chain consists of upstream raw material suppliers, midstream manufacturers, and downstream sales and service [7] - Key raw materials include synthetic rubber, plastics, and fibers, which are essential for producing lifeguard equipment [9] Current Market Status - The lifeguard equipment market is expanding rapidly, with traditional products like life jackets and rings maintaining a dominant market position [14][16] - The life jacket market is expected to reach approximately 7.939 billion yuan by 2024, driven by increasing demand from water sports and fishing [14] - The life ring market is projected to grow to about 5.223 billion yuan by 2024, with innovations in materials and technology enhancing product features [16] Competitive Landscape - The industry features a diverse competitive landscape, including state-owned enterprises, private companies, and foreign firms [19] - Major players include China Shipbuilding Industry Corporation, Tianhai Defense Technology, and various regional manufacturers [20][21][23] Future Trends - The industry is shifting towards environmentally friendly materials, with a focus on biodegradable and recyclable products [25] - Smart technologies are being integrated into lifeguard equipment, enhancing safety features and user experience [26] - There is a growing demand for personalized and customizable lifeguard equipment to cater to specific user needs and preferences [27]

Group 1: General Information - The research object is CSSC Emergency, belonging to the special equipment industry, and the reception time was on June 12, 2025. The company's chairman Wang Xiaofeng and the company's chief accountant, general legal counsel, and board secretary Jia Zhihao received the investors [16] - The investors participated in the 2025 Hubei listed companies' collective investor reception day event through the panoramic network (https://rs.p5w.net) [19] Group 2: Main Research Content Impact of Nuclear Energy Construction - The acceleration of nuclear energy construction will have a positive impact on the performance of the company's subsidiary, Xi'an Shanchai Heavy Industry Nuclear Emergency Equipment Co., Ltd., which is engaged in the R & D, design, production, installation, technical consultation, maintenance, sales, and technical services of nuclear power plant emergency diesel generator sets and accessories [23] Business Improvement Measures - The company will focus on its core business, develop the market, and provide solutions and products. It will drive innovation, conduct research on new scenarios, new energy, intelligence, and unmanned technologies. It will focus on value creation, control costs, reduce inventory and accounts receivable, and improve asset quality and profitability [23] Military Business and Capacity - The recovery of the military business will help improve the company's performance. The company's current production capacity is stable and can meet production needs. It will adjust capacity input and optimize capacity layout according to market demand in the future [24] AI - Enabled R & D - The company attaches great importance to the intelligent development of equipment, conducts R & D on unmanned intelligent emergency rescue equipment, and will accelerate the market launch of new products such as a certain type of rescue robot [25] Inland Shipping Business - The company focuses on the emergency industry, with two main lines of emergency transportation engineering and flood - prevention and rescue equipment, covering four transportation fields of water, land, railway, and aviation, and has not yet laid out the inland shipping field [25] Shareholder Number - As of June 10, 2025, the company's total number of shareholders was 50,871 [26] 2025 Business Goals - The company's 2025 work policy is "combining speed and stability, driving by innovation, and actively seeking change". It will strengthen technological innovation and market development, deepen internal management, and improve profitability [27] Company Positioning - The company focuses on the emergency industry, with two main lines of emergency transportation engineering and flood - prevention and rescue equipment, providing products, services, and solutions for military operations, government disaster relief, and enterprise engineering construction [27] Unmanned Product Plan - The company is actively developing unmanned intelligent emergency rescue equipment and will accelerate the market launch of unmanned intelligent new products [28] Investigation Progress - The company is actively cooperating with the regulatory authorities' investigation of the case, has not received a conclusive opinion or decision, and will disclose information in a timely manner. The company's production and operation activities are normal [29]

Group 1: Business Impact and Strategy - The acceleration of nuclear energy construction is expected to positively impact the performance of the company's subsidiary, Xi'an Shanchai Heavy Industry Nuclear Emergency Equipment Co., Ltd. [2] - The company aims to focus on its core responsibilities and enhance market development, emphasizing innovative solutions to improve market share [3][5] - The company plans to enhance profitability by adhering to the principle of "income determines expenditure" and controlling costs effectively [3] Group 2: Market and Product Development - The company is actively developing unmanned intelligent emergency rescue equipment and plans to accelerate the market introduction of new products [4][5] - The military business's recovery is anticipated to boost the company's performance, with stable production capacity currently meeting demand [3] - The company has not yet established a presence in the inland shipping sector, focusing instead on emergency transportation engineering and flood rescue equipment [4] Group 3: Shareholder Information and Corporate Governance - As of June 10, 2025, the total number of shareholders is reported to be 50,871 [3] - The company is cooperating with regulatory investigations and has not yet received conclusive opinions regarding the ongoing investigation [5] - The company maintains that all production and operational activities are proceeding normally despite the investigation [5]

证券代码：300527 证券简称：中船应急 公告编号：2025-025 债券代码：123048 债券简称：应急转债 中国船舶重工集团应急预警与救援装备股份有限公司 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，中国船舶重工集团应急预警与救援装 备股份有限公司（以下简称"公司"）将参加由湖北证监局、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"2025 年湖北辖区上市公司投资者 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（周四）14:00-16:40。 届时公司董事长王小丰先生和总会计师、董事会秘书、总法律顾问贾志豪 先生将在线就公司 2024 年度业绩、公司治理、发展战略、经营状况等投资者关 心的问题，与投资者进行沟通与交流，欢迎广 ...

| 证券代码：300527 | 证券简称：中船应急 公告编号：2025-025 | | --- | --- | | 债券代码：123048 | 债券简称：应急转债 | 中国船舶重工集团应急预警与救援装备股份有限公司 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 特此公告。 中 国 船 舶 重 工 集 团 应急预警与救援装备股份有限公司董事会 2025 年 6 月 9 日 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，中国船舶重工集团应急预警与救援装 备股份有限公司（以下简称"公司"）将参加由湖北证监局、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"2025 年湖北辖区上市公司投资者 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（周四）14:00-16:40。 届时公司董事长王小丰 ...

5月20日下午，以"'船'递价值，智领深蓝"为主题的中船集团控股上市公司2024年度集体业绩说明会暨 2025年第一季度业绩说明会圆满举行。 在活动现场，中船应急董事会秘书、总法律顾问贾志豪介绍称，2024年，公司通过精心组织，应急交通 工程装备生产量和销售量均大幅提升，应急交通工程装备生产量由2023年的200套增长到2024年的389 套，同比增长94.50%；销量由2023年的205套增长到2024年的387套，同比增长88.78%，交付的相关产 品主要包括51米机械化桥、高原伴随桥、75米机械化桥、装配式公路钢桥等。 2024年，公司坚持自我革命，强化科技创新，践行精益管理，实现收入11.61亿元，同比增长92.51%， 归母净利润864.13万元，同比增长103.97%，主要经济指标实现了转正，经营业绩改善明显。 中国船舶重工集团应急预警与救援装备股份有限公司（简称"中船应急"）独立董事傅孝思，总会计师、 董事会秘书、总法律顾问贾志豪出席了本次集体业绩说明会，围绕公司2024年经营业绩、2025年发展规 划及社会责任履行情况等问题与投资者进行了充分互动。 中船应急是由中船集团控股的上市公司，产品涵盖 ...