Group 1 - The company's stock experienced abnormal trading fluctuations, with a cumulative increase of over 30% in closing prices over three consecutive trading days (June 30, July 1, and July 2, 2025) [1] - The board of directors conducted verification through various means, including phone calls and on-site inquiries, regarding the abnormal stock trading situation [1] - The board confirmed that there are no undisclosed significant matters that should have been disclosed according to the Shenzhen Stock Exchange's regulations, nor any information that could significantly impact the company's stock price [1]

Core Viewpoint - The company, China Shipbuilding Emergency (300527), has issued a notice indicating that there are no undisclosed matters or related plans, discussions, intentions, or agreements that need to be disclosed [1] Summary by Relevant Categories Company Disclosure - The company confirms that there are no undisclosed significant matters that should be reported [1] - Previous disclosures made by the company do not require any corrections or supplements [1] Operational Status - The recent operational situation and internal and external business environment of the company have not undergone significant changes [1] - The company, its controlling shareholder, and actual controller do not have any undisclosed significant matters related to the company [1]

| 证券代码：300527 | 证券简称：中船应急 | 公告编号：2025-029 | | --- | --- | --- | | 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 股票交易异常波动公告 2.公司未发现近期公共传媒有报道可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3.近期公司经营情况及内外部经营环境未发生重大变化； 4.公司、控股股东和实际控制人不存在关于公司应披露而未披露的重大事 项； 5.在公司股票交易异常波动期间，控股股东、实际控制人未买卖公司股票。 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、股票交易异常波动的具体情况 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"） 股票连续三个交易日（2025 年 6 月 30 日、2025 年 7 月 1 日、2025 年 7 月 2 日） 内日收盘价涨幅偏离值累计超过 30%，根据《深圳证券交易所交易规则》的相关 规定，属于股票交易异常波动的情况。 二、公司关注并核实相关情况 公司董事会通过电话、函 ...

| 证券代码：300527 | 证券简称：中船应急 公告编号：2025-030 | | --- | --- | | 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 可转债交易异常波动公告 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、可转债基本情况 经中国证券监督管理委员会"证监许可(2019)2973 号"文核准，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"）于 2020 年 4 月 10 日公开发行了 8,189,312 张可转换公司债券，每张面值 100 元，发行总额 818,931,200 元，期限 6 年。经深圳证券交易所同意，公司可转换公司债券已于 2020 年 5 月 11 日在深圳证券交易所挂牌交易上市，债券代码"123048"，债券 简称"应急转债"。 本次发行的可转换公司债券转股期自可转换公司债券发行结束之日（2020 年 4 月 16 日）起满六个月后的第一个交易日（2020 年 10 月 16 日）起至可转换 公司债券到期日（2026 年 4 月 9 日）止 ...

| 证券代码：300527 | 证券简称：中船应急 公告编号：2025-028 | | --- | --- | | 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"应急转债"暂停转股的提示性公告 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。 在上述暂停转股期间，公司可转换公司债券正常交易，敬请公司可转换公司 债券持有人留意。 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 7 月 2 日 1.债券代码：123048 债券简称：应急转债 2.转股期限：2020 年 10 月 16 日至 2026 年 4 月 9 日 3.暂停转股日期：2025 年 7 月 3 日至 2024 年年度权益分派股权登记日 4.恢复转股日期：2024 年年度权益分派股权登记日后的第一个交易日 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"） 将于近日实施 2024 年年度权益分派。根据《中国船舶重工集团应急预警与救援 装备股份有限公司创业板公开发行可转换公司债券 ...

Market Overview - A-shares experienced a strong opening on July 1, with the Shanghai Composite Index rising significantly, driven by the banking and power sectors, and total market turnover around 1.5 trillion yuan [1] - The banking sector showed a robust rebound, with all stocks in the sector rising, and Shanghai Pudong Development Bank reaching a historical high with a market capitalization of 432.18 billion yuan [2] Banking Sector Performance - The banking sector index increased by approximately 20% year-to-date, with a cumulative rise of nearly 70% since the end of 2023 [2] - Notable individual stock performances included Suzhou Bank rising over 5%, Xiamen Bank nearly 4%, and Hangzhou Bank over 3% [2] - The overall banking sector closed up 1.84% on July 1, ranking fifth among industry sectors for the day [2] Innovative Drug Sector - The innovative drug sector saw significant gains, with a total increase of 3.01% by the end of the trading day, ranking third among industry sectors [4] - Key stocks in this sector included Frontline Bio, which hit the daily limit, and several others like Guizhou Bailing and Seer Medical also reaching their daily limits [4] - The sector has been active since mid-May, with a notable surge in trading volume and stock prices [4] Policy Support for Innovative Drugs - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, focusing on R&D, market access, and payment systems [5] - These measures aim to address key issues in the innovative drug sector and promote genuine innovation [5] International Transactions in Innovative Drugs - There has been a surge in international transactions for innovative drugs, with a total of $45.5 billion in authorized transactions by Chinese companies from January to May 2025, surpassing the total for the first half of 2024 [6] - The year 2025 is expected to be significant for domestic innovative drug companies as they transition from generic to innovative drugs, with some companies reaching breakeven and profitability [6]

Market Overview - On July 1, the total trading volume of the Shanghai and Shenzhen stock markets was 1.47 trillion yuan, a decrease of 20.8 billion yuan compared to the previous trading day [1] - Sectors such as innovative drugs, China Shipbuilding, photolithography machines, and precious metals saw significant gains, while sectors like diversified finance, cross-border payments, copper cables, and AI intelligence experienced declines [1] High-Performing Stocks - Longcheng Military Industry achieved a 10-day 8-limit increase, with a price increase of 10.02% to 31.96 yuan [2] - Guizhou Bailin rose by 10.04% to 5.70 yuan, marking an 8-day 5-limit increase [2] - Aijian Group increased by 9.97% to 8.16 yuan, with a 5-day 4-limit increase [2] - Chengbang Co. saw a limit increase of 10.01% to 9.89 yuan, achieving a 4-day limit increase [2] - Feima International rose by 9.89% to 3.11 yuan, with a 6-day 3-limit increase [2] Notable Net Inflows - The top three net inflows on the daily leaderboard were China Shipbuilding Emergency, China Materials Technology, and Xuanji Information, with net purchases of 167 million yuan, 148 million yuan, and 144 million yuan respectively [3][4] Sector Highlights - China Shipbuilding Emergency, focusing on military equipment and emergency transportation, saw a daily increase of 20.04% with a trading volume of 15.54 billion yuan [6] - China Materials Technology, a leader in AI glass fiber and wind turbine blades, increased by 10.00% with a trading volume of 15.49 billion yuan [10] - Xuanji Information, involved in national defense and digital city services, also saw a daily increase of 20.00% with a trading volume of 11.16 billion yuan [14] Institutional Activity - The top three net purchases by institutional seats included China Materials Technology, Hongye Futures, and Dongshan Precision, with net purchases of 173 million yuan, 41.57 million yuan, and 37.92 million yuan respectively [5][6] - Conversely, the top three net sales were Xin Henghui, Hao Shang Hao, and Ying Lian Co., with net sales of 104 million yuan, 51.95 million yuan, and 46.49 million yuan respectively [6]

Market Overview - The Shanghai Composite Index rose by 0.39% on July 1, with 20 out of the 28 sectors in the Shenwan classification experiencing gains, led by the comprehensive and pharmaceutical sectors, which increased by 2.60% and 1.80% respectively [1] - The defense and military industry saw a decline of 0.24%, with a net outflow of 4.176 billion yuan in main capital [1] Defense and Military Industry Performance - Within the defense and military sector, there are 139 stocks, with 47 stocks rising and 92 stocks falling on the day [1] - The top three stocks with the highest net inflow of capital are: - China Ship Emergency: 354 million yuan - China Shipbuilding: 148 million yuan - Lijun Shares: 145 million yuan [1] - The stocks with the highest net outflow of capital include: - Inner Mongolia First Machinery: 942 million yuan - North Navigation: 532 million yuan - China Ordnance: 394 million yuan [2] Capital Flow Analysis - The following stocks had significant capital inflow: - China Ship Emergency: 20.04% increase with a turnover rate of 15.27% - China Shipbuilding: 2.43% increase with a turnover rate of 1.80% - Lijun Shares: 9.98% increase with a turnover rate of 25.07% [1] - Conversely, the stocks with notable capital outflow include: - Inner Mongolia First Machinery: -0.21% change with a turnover rate of 16.23% - North Navigation: -3.78% change with a turnover rate of 15.58% - China Ordnance: 3.70% change with a turnover rate of 18.44% [2][3]

| 证券代码：300527 | 证券简称：中船应急 | 公告编号：2025-027 | | --- | --- | --- | | 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 2025 年第二季度可转换公司债券转股情况公告 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。 特别提示： 经深圳证券交易所同意，公司可转换公司债券已于 2020 年 5 月 11 日在深圳 证券交易所挂牌交易上市，债券简称"应急转债"，债券代码"123048"。 2.可转债转股期限 本次发行的可转换公司债券转股期自可转换公司债券发行结束之日（2020 年 4 月 16 日）起满六个月后的第一个交易日（2020 年 10 月 16 日）起至可转换 公司债券到期日（2026 年 4 月 9 日）止。 3.可转债转股价格调整情况 根据相关规定和公司《创业板公开发行可转换公司债券募集说明书》（以下 简称"《募集说明书》"）约定，公司本次发行的"应急转债"自 2020 年 10 月 16 日起可转换为公司股份，初始转股价格为 8.90 ...

太平洋证券表示，2025年是"十四五"规划收官之年，军工行业有望摆脱近两年的低迷期，迎来全面复苏 的景气拐点。随着订单恢复正常并陆续释放，军工板块或将进入业绩改善与估值提升的"戴维斯双击"阶 段。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） （文章来源：21世纪经济报道） 7月1日，连续多日上涨的军工板块迎来回调，截至14:02，聚焦空天国防的航空航天ETF（159227）跌 0.44%，成交额达8352万元，暂居同标的第一，持仓股中船应急20CM涨停，长城军工涨停，中国海 防、中兵红箭、海兰信、亚光科技、航材股份、中航西飞等股跟涨。 航空航天ETF（159227） 跟踪国证航天指数，该指数军工属性极强，申万一级军工行业占比98.2%，是 全市场军工含量最高的指数，更聚焦的是，其航空航天装备权重占比高达66%，远超中证军工和中证国 防指数。值得一提的是，Wind金融终端数据显示，截至6月30日，航空航天ETF（159227）最新规模 3.22亿元，为跟踪该指数的最大规模ETF。 消息面上，据央视新闻报道，记者当地时间6月29日获悉，俄罗斯于夜间对乌克兰全 ...