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A股午评:创业板指半日跌0.84%,海工装备板块集体爆发
news flash· 2025-07-02 03:32
Market Overview - The three major A-share indices collectively declined in the morning session, with the Shanghai Composite Index down 0.04%, the Shenzhen Component Index down 0.42%, and the ChiNext Index down 0.84% [1] - The total market turnover for the half-day was 867.4 billion yuan, a decrease of 113.8 billion yuan compared to the previous day, with over 3,200 stocks declining [1] Sector Performance - The marine engineering, aquaculture, photovoltaic, and non-ferrous metal sectors showed the highest gains, while computing hardware, semiconductors, brain-computer interfaces, and diversified finance sectors experienced the largest declines [2] - The marine engineering sector saw a collective surge, with stocks like Deepwater Haina (300961), Dalian Heavy Industry (002204), and Shenkai Co. (002278) hitting the daily limit [2] - Photovoltaic concept stocks also rallied, with Yijing Optoelectronics (600537), Oujing Technology (001269), and Yamaton (002623) reaching the daily limit [2] - The banking sector remained active, with China Construction Bank and Shanghai Pudong Development Bank reaching new highs [2] - The non-ferrous metal sector was also active, with Jingyi Co. (002295) hitting the daily limit and Zijin Mining reaching a new high [2] - In contrast, computing hardware and semiconductor stocks collectively declined, with stocks like Blue Arrow Electronics (301348), Taiji Co. (300046), and Kexiang Co. (300903) leading the losses [2] - The diversified finance and digital currency sectors showed weakness, with Aijian Group (600643) hitting the daily limit down, and other stocks like Hongye Futures (001236), Cuiwei Co. (603123), and Lakala (300773) also declining [2] Notable Stocks - The strongest stocks included Chengbang Co. (603316) with five consecutive limits, and several stocks with three consecutive limits such as Kai Mei Teqi (002549) and Xuedilong (002658) [3][4] Hot Sectors - The marine engineering sector was the top performer with 11 stocks hitting the daily limit, while the nuclear power sector had 10 stocks hitting the daily limit [5][6] - The Belt and Road sector also had 10 stocks hitting the daily limit, with notable stocks including Kangda New Materials (002669) and Hailide (002206) [7] Sector Insights - The marine engineering sector is expected to benefit from the emphasis on high-quality development of the marine economy as highlighted in the Central Financial Committee's sixth meeting [10] - In the photovoltaic sector, a collective production cut of 30% by major glass manufacturers is anticipated to address supply-demand imbalances, with July's glass supply expected to decrease to 45GW [11] - The non-ferrous metal sector is influenced by renewed discussions on copper tariffs and low LME inventories, with expectations of copper prices remaining strong in the second half of the year [12]
重大利好!这一概念,狂掀涨停!
第一财经· 2025-07-02 03:14
Core Viewpoint - The marine economy sector is experiencing significant growth, driven by strong performance in sub-sectors such as deep-sea technology and marine engineering equipment, with several stocks reaching their daily limit up [1][2]. Group 1: Marine Economy Sector Performance - As of July 2, marine economy concept stocks are on the rise, with companies like Deepwater Haina and Daye Intelligent hitting a 20% limit up, and others like Juyi Sogou and Shenkai Co. also reaching their daily limit up [1]. - Multiple stocks, including Guolian Aquatic Products and Zhongke Haixun, have seen increases of over 10% [1]. Group 2: Policy Support for Marine Economy - The Central Financial Committee's sixth meeting emphasized the need for high-quality development of the marine economy, advocating for enhanced top-level design and increased policy support [2]. - There is a call to improve independent innovation capabilities in marine technology and to cultivate leading marine technology enterprises and specialized small and medium-sized enterprises [2]. - The meeting highlighted the importance of developing offshore wind power, modern deep-sea fishing, marine biomedicine, and marine cultural tourism, as well as promoting high-quality development in the shipping industry [2]. - It also stressed the need for research on bay economic development planning and the optimization of coastal port clusters [2]. - Environmental protection measures are to be strengthened, including comprehensive management of key sea areas and exploration of marine carbon accounting [2]. - The importance of participating in global marine governance and enhancing global marine scientific research and blue economy cooperation was also noted [2].
海洋经济概念爆发,深水海纳20%涨停,克莱特等大涨
Group 1 - The marine economy concept saw significant stock price increases, with notable gains in companies such as Klete rising over 20%, Deepwater Haina hitting a 20% limit up, and Zhongke Haixun increasing by over 13% [1] - The Central Financial Committee's sixth meeting emphasized the importance of high-quality development in the marine economy, focusing on innovation, efficient collaboration, industrial upgrades, harmonious human-sea relationships, and win-win cooperation [1] - Key strategies include enhancing top-level design, increasing policy support, encouraging social capital participation, and improving independent innovation capabilities in marine technology [1] Group 2 - Zheshang Securities highlighted the growing strategic importance of marine power, indicating that the development of deep-sea technology is crucial for building a marine power nation, with expectations for upcoming industry policies and funding support [2] - Tianfeng Securities outlined the deep-sea technology industry chain, which includes deep-sea materials, deep-sea equipment, and deep-sea digitalization, noting that deep-sea materials are foundational and involve high-performance steel and titanium alloys [2] - The demand for deep-sea equipment is rapidly increasing, with a focus on underwater detection, construction operations, oil and gas production, and mineral development, indicating an upward cycle in the shipbuilding and marine engineering equipment industry [2]
深海科技:海洋强国战略的关键支柱产业赛道投资图谱
Tianfeng Securities· 2025-06-29 07:16
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]
深水海纳:6月26日召开业绩说明会,投资者参与
Sou Hu Cai Jing· 2025-06-26 14:06
Core Viewpoint - The company is undergoing a change in control and is focusing on improving its performance in the industrial wastewater treatment and quality water supply sectors while addressing significant losses in 2024 [1][3][4]. Group 1: Company Control Change - The company is in the process of transferring control to a new shareholder, with relevant announcements made regarding the progress of this change [1]. - The company has disclosed multiple announcements related to the change in control, ensuring transparency with investors [1]. Group 2: Financial Performance and Losses - The company reported a significant loss in 2024, attributed to various factors including macroeconomic conditions, industry cyclicality, and project delays [3][4]. - The net profit attributable to shareholders for 2024 was impacted by a total of RMB 48.4 million in asset impairment losses and RMB 79.8 million in credit impairment losses due to delayed payments from clients [4]. - Management expenses increased due to restructuring and one-time employee compensation costs, further affecting financial performance [4]. Group 3: Strategic Measures for Improvement - The company plans to enhance its performance by focusing on industrial wastewater treatment and integrating various environmental protection services into a comprehensive solution [1][6]. - Strategies include leveraging existing customer resources, improving operational efficiency, and exploring new market opportunities [1][3]. - The company aims to utilize its technological and brand advantages to collaborate with state-owned enterprises for project development [1]. Group 4: Market and Business Development - The company is actively developing capabilities in marine wastewater treatment and is aligned with national initiatives for marine ecological protection [2]. - The company has established measures to manage accounts receivable and mitigate risks associated with delayed payments from local governments [5]. Group 5: Financial Metrics - In Q1 2025, the company reported a main revenue of RMB 77.16 million, a year-on-year decrease of 24.36%, while the net profit attributable to shareholders was RMB 10.21 million, a significant increase of 1218.7% [6]. - The company’s debt ratio stands at 69.16%, with investment income reported at RMB 25.08 million and financial expenses at RMB 5.75 million [6].
深水海纳(300961) - 深水海纳2024年年度网上业绩说明会投资者关系活动记录表
2025-06-26 10:00
Group 1: Company Control and Share Transfer - The company is in the process of transferring control rights, with relevant announcements made regarding the share transfer agreement [2][3]. Group 2: Financial Performance and Losses - The company reported significant losses in 2024, with net profit attributed to various factors including market conditions and project delays [3][5]. - A total of RMB 48.40 million was recognized as asset impairment losses due to potential impairment signs [5]. - Credit impairment losses amounted to RMB 79.78 million, primarily due to delayed payments from government clients [5]. Group 3: Strategic Measures for Improvement - The company aims to enhance performance by focusing on industrial wastewater treatment and quality water supply, integrating various environmental services [3]. - Strategies include leveraging existing industrial park resources, improving operational efficiency, and enhancing project management [3]. - The company plans to collaborate with state-owned enterprises to explore project opportunities [3]. Group 4: Accounts Receivable Management - The company is implementing measures to recover accounts receivable, including tracking management and targeted collection strategies [6]. - New regulations are in place to address delayed payments from local governments, which will aid in the collection process [6]. Group 5: Environmental Initiatives - The company possesses technology for marine wastewater treatment and is actively developing related business areas [4]. - The Ministry of Ecology and Environment is promoting comprehensive marine governance, which aligns with the company's capabilities [4].
深水海纳(300961) - 关于举办2024年度网上业绩说明会的公告
2025-06-23 10:28
公司董事长、总经理、代行董事会秘书李海波先生,董事、常务副总经理肖 吉成先生,财务总监姜拥军先生,副总经理、工程总监郭腾先生将出席本次说明 会,具体以当天实际参会人员为准。 三、投资者参加方式 证券代码:300961 证券简称:深水海纳 公告编号:2025-035 深水海纳水务集团股份有限公司 关于举办 2024 年度网上业绩说明会的公告 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。 深水海纳水务集团股份有限公司(以下简称"公司")已于 2025 年 4 月 29 日 在巨潮资讯网上披露了《2024 年年度报告》及《2024 年年度报告摘要》。为便于 广大投资者更加全面深入地了解公司经营业绩、发展战略等情况,公司定于 2025 年 6 月 26 日(星期四)15:00-16:30 在"价值在线"(www.ir-online.cn)举办 2024 年度网上业绩说明会,与投资者进行沟通和交流,广泛听取投资者的意见和建议。 一、说明会召开的时间、地点和方式 会议召开时间:2025 年 6 月 26 日(星期四)15:00-16:30 会议召开地点:价值在线(www ...
深水海纳(300961) - 2024年年度股东大会决议公告
2025-05-20 10:54
证券代码:300961 证券简称:深水海纳 公告编号:2025-034 深水海纳水务集团股份有限公司 2024 年年度股东大会决议公告 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: 1、本次股东大会未出现否决议案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 (一)会议召开情况 1、会议召开时间 (1)现场会议开始时间:2025 年 5 月 20 日(星期二)下午 14:00 (2)网络投票时间:2025 年 5 月 20 日 其中:通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 5 月 20 日 9:15-9:25,9:30-11:30 和 13:00-15:00;通过深圳证券交易所互联网投票 系统进行网络投票的具体时间为 2025 年 5 月 20 日 9:15-15:00 期间的任意时间。 2、会议地点:广东省深圳市南山区西丽街道西丽社区打石一路深圳国际创 新谷六栋 B 座 19 层公司会议室。 5、会议主持人:董事长李海波先生 6、本次股东大会的召集和召开符合有关法律、行政法规、部 ...
深水海纳(300961) - 北京市君泽君(深圳)律师事务所关于深水海纳水务集团股份有限公司2024年年度股东大会的法律意见书
2025-05-20 10:54
中国广东省深圳市福田区金田路 4028 号荣超经贸中心 28、29 层 邮政编码: 518035 28&29 Floor, Landmark, No.4028 Jintian Road, Futian District, Shenzhen 518035, P.R.C. Tel: 0755-33988188 Fax: 0755-33988199 http://www.junzejun.com 北京市君泽君(深圳)律师事务所 关于深水海纳水务集团股份有限公司 2024年年度股东大会的 法律意见书 致:深水海纳水务集团股份有限公司 深水海纳水务集团股份有限公司(以下简称公司)2024年年度股东大会(以下 简称本次股东大会)采取现场表决与网络投票相结合的方式召开,其中现场会议于 2025年5月20日在广东省深圳市南山区西丽街道西丽社区打石一路深圳国际创新谷 六栋B座19层公司会议室召开。北京市君泽君(深圳)律师事务所(以下简称本所) 接受公司聘任,指派本所律师参加本次股东大会现场会议,并根据《中华人民共和 国公司法》《中华人民共和国证券法》(以下简称《证券法》)、《上市公司股东会规 则》(以下简称《股东会规则》)以及 ...
深水海纳连亏3年 2021年上市募3.76亿国投证券保荐
Zhong Guo Jing Ji Wang· 2025-05-14 03:06
深水海纳首次公开发行股票募集资金总额为3.76亿元,扣除发行费用后,募集资金净额为3.21亿元。深 水海纳最终募集资金净额比原计划少2.84亿元。深水海纳于2021年3月28日披露的招股说明书显示,该 公司拟募集资金6.04亿元,其中1.83亿元用于江苏省泗阳县新一水厂扩建工程项目,1.01亿元用于智慧 水务研发中心升级改造项目(其中3502.97万元用于深圳总部环境工程技术研发中心建设项目、3317.33万 元用于污水研发中心建设项目、3314.52万元用于江苏深水智慧水务研发中心建设工程项目),3.20亿元 用于补充营运资金。 深水海纳首次公开发行股票的发行费用为5531.71万元,其中,保荐承销费用合计3773.59万元。 2022年至2024年,深水海纳实现营业收入分别为4.98亿元、4.72亿元和3.72亿元,实现归属于上市公司 股东的净利润分别为-121.78万元、-3492.61万元和-2.47亿元,实现归属于上市公司股东的扣除非经常性 损益的净利润分别为-739.77万元、-3672.99万元和-1.90亿元;经营活动产生的现金流量净额分别 为-2553.91万元、4544.65万元和-337 ...