Core Viewpoint - The A-share military industry sector is experiencing a rebound, with significant stock price increases observed in several companies, indicating renewed investor interest and confidence in the sector [1] Company Performance - Changcheng Military Industry has seen its stock hit the daily limit up, achieving a remarkable performance of 8 out of 10 trading days with price increases [1] - Other companies such as China Shipbuilding Emergency, Lijun Shares, Sichuan Chuang Electronics, and Jihua Group also experienced stock price surges, with some stocks reaching their daily limit [1] - Zhongke Haixun's stock price increased by over 10%, reflecting positive market sentiment towards military-related stocks [1]

Group 1 - The military industry sector experienced a significant rally in the afternoon, with Changcheng Military Industry (601606) hitting the daily limit and reaching a new high [1] - Other companies such as China Shipbuilding Emergency (300527) and Lijun Co., Ltd. (002651) previously reached their limit up, indicating strong market interest [1] - Zhongke Haixun (300810) saw an increase of over 10%, while other companies like Zhongbing Hongjian (000519), Inner Mongolia First Machinery (600967), and China Marine Defense (600764) also showed notable gains [1] Group 2 - There is a noticeable influx of dark pool funds into these stocks, suggesting increased investor confidence and potential for further growth in the military sector [1]

智通财经7月1日电，军工股局部走强，中船系方向领涨，中船应急20CM涨停，长城电工、利君股份、 际华集团涨停，中船汉光、中科海讯、北化股份、江龙船艇、昆船智能等涨超5%。 军工股局部走强 中船应急20CM涨停 ...

Group 1 - Military stocks continue to be active, with notable increases in share prices [1] - Chengxi Aviation and Hengyu Xintong both saw their stock prices rise over 10% [1] - Other companies such as Great Wall Military Industry and Lijun Shares experienced increases of over 5% [1]

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"） 监事会于 2025 年 6 月 24 日收到监事会主席程景民先生提交的书面辞职报告。程 景民先生因工作调动申请辞去在公司担任的第三届监事会监事及监事会主席职 务。辞职后，程景民先生将不再担任公司任何职务。 程景民先生在担任公司监事期间勤勉尽责、恪尽职守，对公司规范运作和健 康发展等方面发挥了积极作用。公司及监事会对程景民先生在任职期间为公司所 作出的贡献表示衷心感谢！ 关于监事会主席辞职的公告 特此公告。 本公司及监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。 | 证券代码：300527 | 证券简称：中船应急 | 公告编号：2025-026 | | --- | --- | --- | | 债券代码：123048 | 债券简称：应急转债 | | 根据《公司法》和《公司章程》等相关规定，程景民先生辞职后，公司监事 会成员人数低于法定最低人数，其辞职报告需在公司股东大会选举产生新任监事 或《公司章程》按法律法规调整后生效。在此之前，程景民先生将按相关法律法 规规定继续履行职责。 中国船舶重工集团应急预警与 ...

Market Performance - As of June 24, the nuclear pollution prevention concept sector declined by 1.11%, ranking among the top declines in concept sectors [1] - Within this sector, companies such as Jieqiang Equipment, Beihua Co., and Zhongjin Irradiation experienced significant declines, while 27 stocks saw price increases, with Hanwei Technology, Shengshi Technology, and Antai Technology leading the gains at 13.49%, 4.17%, and 2.89% respectively [1] Concept Sector Overview - The top-performing concept sectors today included: - Reducers: +4.82% - Solid-state batteries: +4.45% - Humanoid robots: +4.30% - Automotive thermal management: +4.02% - Sodium-ion batteries: +3.92% [2] - Conversely, the underperforming sectors included: - Combustible ice: -5.37% - Shale gas: -3.04% - Nuclear pollution prevention: -1.11% [2] Capital Flow Analysis - The nuclear pollution prevention sector saw a net outflow of 436 million yuan, with 37 stocks experiencing net outflows, and 5 stocks exceeding 50 million yuan in outflows [2] - The stock with the highest net outflow was Zhongchuan Emergency, with a net outflow of 76.27 million yuan, followed by Beihua Co. and Jihua Group with outflows of 76.22 million yuan and 56.99 million yuan respectively [2] Individual Stock Performance - Notable stocks with significant net outflows in the nuclear pollution prevention sector included: - Zhongchuan Emergency: -4.94% with a turnover rate of 7.28% and a net outflow of 76.27 million yuan - Beihua Co.: -9.68% with a turnover rate of 14.05% and a net outflow of 76.22 million yuan - Jiekang Equipment: -17.84% with a turnover rate of 28.66% and a net outflow of 39.86 million yuan [3][4]

Group 1 - The military equipment sector experienced a significant decline at the beginning of trading, with Jieqiang Equipment (300875) hitting the 20% daily limit down [1] - Beifang Changlong (301357) fell over 10%, indicating a broader downturn in the sector [1] - Other companies such as Chenxi Aerospace (300581), China Ship Emergency (300527), and Tianqin Equipment (300922) also saw declines, following the trend [1]

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 ...