2月24日，《每日经济新闻》记者今日（2月24日）获悉，京东集团创始人、京东集团董事局主席刘强东今日宣布已经创立独立游艇品牌Sea Expandary，将在广东投资50亿元，计划从研发、制造、销售、运营、租赁、经纪、服务等全产业链布局游艇产业。刘强东表示，该投资为个人投 资，他本人不会直接参与运营管理。同时，他表示，希望未来行业内能出现10万元的游艇，让普通的工薪阶层也能用得起游艇。 近年来，我国游艇经济政策从"顶层设计"到"地方落地"形成闭环，为产业发展扫清障碍。2022年，工业和信息化部等五部委联合印发《关于加快 邮轮游艇装备及产业发展的实施意见》，首次从国家层面明确"推动游艇消费大众化"导向，为产业发展定调领航。 Sea Expandary将主打新能源智能化游艇。此外，记者了解到，Sea Expandary今日与深圳、珠海等地政府签署了战略合作协议，预计将在珠海投资 建设游艇制造基地，在深圳建设游艇事业中国总部，参与深圳多座码头及配套设施的建设运营。 公开资料显示，目前主流的中档小型游艇价格通常在50万元至100万元左右。具体价格由游艇的尺寸、动力系统、内饰配置等因素综合决定。 据央广网2025年10月 ...

香港联交所最新资料显示，2月16日，摩根大通减持中国船舶租赁（03877）779.4万股，每股作价2.2943 港元，总金额约为1788.18万港元。减持后最新持股数目约为3.69亿股，最新持股比例为5.94%。 责任编辑：卢昱君 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 香港联交所最新资料显示，2月16日，摩根大通减持中国船舶租赁（03877）779.4万股，每股作价2.2943 港元，总金额约为1788.18万港元。减持后最新持股数目约为3.69亿股，最新持股比例为5.94%。 责任编辑：卢昱君 ...

目前，中国船舶集团自主研发的"智艇1号"已成为行业标杆。该游艇实现了智能航行、安防监控与设备 运维一体化。根据亚洲游艇展披露的数据，2025年新能源游艇的渗透率也已超过了20%。展现出"造船 大国"向"游艇产业强国"迈进的技术底气。 近年来，我国游艇经济政策从"顶层设计"到"地方落地"形成闭环，为产业发展扫清障碍。2022年，工业 和信息化部等五部委联合印发《关于加快邮轮游艇装备及产业发展的实施意见》，首次从国家层面明 确"推动游艇消费大众化"导向，为产业发展定调领航。 地方层面也在不断创新，持续深化。2024年11月，广东省人民政府办公厅印发《推动游艇产业高质量发 展行动方案（2024—2027年）》，将游艇活动划分为休闲观光、竞技体育等四类，建立多部门协同机 制，并提出2027年游艇及关联产业规模突破1000亿元的目标。目前粤港澳游艇自由行试点已落地，广州 南沙、深圳蛇口等6个出入境口岸实现"两套牌"管理与免担保政策创新，大幅提升通行效率。 2月24日，《每日经济新闻》记者今日（2月24日）获悉，京东集团创始人、京东集团董事局主席刘强东 今日宣布已经创立独立游艇品牌Sea Expandary，将在广东投资 ...

每经编辑｜陈柯名 2月24日，《每日经济新闻》记者今日（2月24日）获悉，京东集团创始人、京东集团董事局主席刘强东今日宣布已经创立独立游艇品牌Sea Expandary， 将在广东投资50亿元，计划从研发、制造、销售、运营、租赁、经纪、服务等全产业链布局游艇产业。刘强东表示，该投资为个人投资，他本人不会直接 参与运营管理。同时，他表示希望未来能造出10万元的游艇，让普通的工薪阶层也能用得起游艇。 Sea Expandary将主打新能源智能化游艇。此外，记者了解到，Sea Expandary今日与深圳、珠海等地政府签署了战略合作协议，预计将在珠海投资建设游 艇制造基地，在深圳建设游艇事业中国总部，参与深圳多座码头及配套设施的建设运营。 公开资料显示，目前主流的中档小型游艇价格通常在50万元至100万元左右。具体价格由游艇的尺寸、动力系统、内饰配置等因素综合决定。 据央广网2025年10月24日报道，我国已建成全球规模领先的船舶工业体系，为游艇经济发展筑牢根基。数据显示，2024年中国造船业完工量、新接订单 量、手持订单量三大核心指标已连续15年位居世界第一，全球市场份额分别高达55.7%、74.1%和63.1% ...

Market Overview - The first trading day of the Year of the Horse (February 24) saw A-shares open positively, with the ChiNext index rising by up to 2% and the Shanghai Composite Index closing up 0.87% [1][14] - Over 4,000 stocks in the market rose, with more than 100 stocks hitting the daily limit [1][14] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 2.2 trillion yuan, an increase of 219.3 billion yuan from the previous trading day [1][14] Sector Performance - The chemical sector continued to rise, with active performances in phosphate chemicals and fertilizers, leading to several stocks, including Hebang Biotechnology, hitting the daily limit [1][14] - The Chemical ETF (516020) surged by 3.42%, attracting 222 million yuan in the previous five trading days [1][14] Precious Metals and Commodities - Following the Spring Festival, the domestic market entered a peak working season, with the "golden March and silver April" period expected to see increased industrial production and infrastructure projects [3][16] - Precious metals prices surged due to rising risk aversion stemming from U.S. tariff policy disputes and geopolitical tensions, with the Precious Metals ETF (159876) rising by 3.18% and attracting a net subscription of 6 million units [3][16] - The outlook for gold demand is optimistic, with expectations of surpassing 5,000 tons globally by 2025, driven by strong investment flows and central bank purchases [7][19] Military and Aerospace Sector - The military sector showed strong performance, with the Military ETF (512810) rising by 1.16% and experiencing a premium at closing [9][21] - The domestic aviation sector is expected to accelerate, with the C919 aircraft averaging nearly 50 flights per day during the Spring Festival, a 52.6% increase year-on-year [11][24] - Geopolitical tensions, particularly between the U.S. and Iran, are expected to heighten the urgency of national defense construction in China [11][24] Investment Strategies - Analysts suggest maintaining a focus on cyclical price increases and the expansion of AI trends as the main market themes [4][17] - The investment strategy emphasizes a dual focus on technology and resource products, with technology centered on AI, new energy, and innovative pharmaceuticals, while resource products focus on precious metals and basic chemicals [4][17]

Group 1 - The military industry sector in A-shares showed a quick recovery after a brief dip on the first trading day of the Year of the Horse, with the popular military ETF Huabao (512810) reaching a high of 1.98% and closing up 1.16%, marking three consecutive days of gains [1][5] - Among the constituent stocks, 57 rose while 23 fell, with AVIC Heavy Machinery and Philihua both rising over 8%, and China Power increasing by 6.17%. Major stocks like China Shipbuilding, Aero Engine Corporation of China, and Guangqi Technology all rose over 2% [1][5] - The report from Dongfang Securities suggests increasing allocation in the military sector, particularly focusing on large aircraft and military trade, as the acceleration in domestic aircraft production and military trade in new markets is expected to strengthen due to recent geopolitical events [3][7] Group 2 - During the Spring Festival travel period, 14 domestically produced C919 aircraft operated nearly 50 flights daily, representing a year-on-year increase of 52.6%, indicating an acceleration in the domestic production process expected by 2026 [3][7] - Internationally, tensions between the U.S. and Iran have heightened, with Raytheon Technologies announcing that the U.S. Navy has approved the use of its "Stormbreaker" smart weapon on the Super Hornet fleet, emphasizing the urgency of national defense construction in China [3][7] - The Huabao military ETF (512810) covers various popular themes such as large aircraft, commercial aerospace, low-altitude economy, satellite navigation, military informationization, and controllable nuclear fusion, serving as an efficient tool for investing in core military assets [3][7]

Core Viewpoint - The military industry sector in A-shares shows strong performance on the first trading day of the Year of the Horse, with significant interest in military ETFs, particularly the Huabao ETF, which has seen a price increase and active buying [1][3]. Group 1: Market Performance - The military sector experienced a quick recovery after a brief dip, with the Huabao ETF reaching a high of 1.98% and closing up 1.16%, marking three consecutive days of gains [1]. - Among the constituent stocks, 57 increased while 23 decreased, with notable gains from Zhonghang Heavy Machinery and Feiliwa, both rising over 8%, and China Power increasing by 6.17% [1]. - Major stocks such as China Shipbuilding, Aero Engine Corporation of China, and Guangqi Technology all rose by over 2% [1]. Group 2: Industry Catalysts - The military industry is experiencing multiple catalysts, including a significant increase in domestic flight operations of the C919 aircraft, which averaged nearly 50 flights per day during the Spring Festival, representing a year-on-year growth of 52.6% [3]. - The commercial aerospace sector is expected to see intensive testing of recoverable rocket experiments from March to June [3]. - Internationally, heightened tensions between the U.S. and Iran have led to increased urgency in China's defense construction, as evidenced by the U.S. Navy's approval of Raytheon Technologies' smart weapon for use on the Super Hornet fleet [3]. Group 3: Investment Recommendations - Dongfang Securities recommends increasing allocation to the military sector, particularly focusing on large aircraft and military trade, anticipating accelerated progress in large aircraft production and increased market share in military trade in new markets like the Middle East [3]. - The Huabao ETF, which covers various popular themes such as large aircraft, commercial aerospace, low-altitude economy, satellite navigation, military informationization, and controllable nuclear fusion, is highlighted as an efficient tool for investing in core military assets [3].

香港联交所最新资料显示，2月16日，摩根大通减持中国船舶租赁(03877)779.4万股，每股作价2.2943港 元，总金额约为1788.18万港元。减持后最新持股数目约为3.69亿股，最新持股比例为5.94%。 ...

Group 1 - Morgan Stanley reduced its stake in China Shipbuilding Leasing (03877) by 7.794 million shares at a price of HKD 2.2943 per share, totaling approximately HKD 17.88 million [1] - After the reduction, the latest number of shares held by Morgan Stanley is approximately 369 million, representing a holding percentage of 5.94% [1]

2月20日，中国船舶集团武昌造船18500DWT油化船5号船顺利完成离厂节点，正式转入后续试航及交付阶段，以实 干实绩奏响马年"开门红"的奋进乐章。 建造过程中，项目团队充分总结系列船建造经验，科学统筹、周密部署，大力推进工序前移。在船台阶段即完 成"三机一车"初步运转测试，为下水后迅速开展系泊试验创造有利条件，有效缩短整体建造周期。同时，项目团队 通过评分机制对离厂完整性实施动态管控，重点强化主机调试、发电机组负荷试验、货物系统功能测试、自动化系 统联调等关键项目进度管理，推动该船离厂完整性较同型船稳步提升，为后续试航打下坚实基础。为确保船舶按期 离厂，项目团队锚定关键节点不松懈，科学调配资源，精细编制施工计划，加快技术问题闭环管理，充分发扬攻坚 克难、连续作战的优良作风，彰显卓越的项目管理能力与高效执行力。 5号船的顺利离厂，标志着该船建造任务取得阶段性胜利。下一步，项目团队将继续保持昂扬斗志，全力做好试航 保障工作，确保船舶圆满交付。 2月20日，中国船舶集团武昌造船18500DWT油化船5号船顺利完成离厂节点，正式转入后续试航及交付阶段，以实 干实绩奏响马年"开门红"的奋进乐章。 建造过程中，项目团队 ...