智通财经6月15日电，全新升级后的FIFA世俱杯在美国迈阿密硬石体育场火热开赛，全球32支顶尖球队 将围绕"世界第一"俱乐部展开激烈角逐。海信作为2025FIFA世俱杯全球首个官方合作伙伴，不仅助力视 频助理裁判精准判罚，更是在赛场围挡上直接打出"100'TV Global No.1 "（海信100吋电视，世界第一） 的口号。Omdia数据显示，2025年第一季度，海信100吋电视全球出货量份额达到56.71%，海信100吋及 以上电视全球出货量份额达到56.69%，均位居世界第一。这意味着在全球，每卖出两台百吋电视，就 有一台是海信。 中国智造向"高"攀升 海信100吋电视全球出货量份额达到56.71% ...

高高原测试飞行任务 AG600"鲲龙"到底有多牛？ 一起认识这位"跨界明星"✈️ 正式迈入量产！ "鲲龙"解锁关键里程碑 6月11日 AG600"鲲龙"在广东珠海获颁 中国民航局生产许可证 标志着其正式迈入批量生产阶段 这是我国大型航空应急救援 装备体系建设的 关键里程碑 也是"中国制造" 向"中国智造"转型的 生动实践 试飞机场海拔超2900米 系统验证飞机各项性能 日前，AG600"鲲龙" 在青海花土沟机场完成 会"游泳"的飞机 此次试飞的机场海拔超2900米 覆盖了高高原机场典型运行场景 系统验证了飞机在复杂气象条件下的 起飞性能、爬升性能、着陆性能等 标志着我国航空工业 在复杂气象与高原作业领域实现突破 作为一架 连续传回两条硬核好消息 "6月11日，我获颁中国民航局生产许可证。" 近日，我国完全自主研制的 大型水陆两栖飞机AG600"鲲龙" "最近，我在高高原完成了测试飞行。" 这些新进展意味着什么？ 上天入海 会飞又会游的 "鲲龙"有多牛？ 鲲鹏展翅、蛟龙入海 AG600"鲲龙"不仅有个霸气的名字 也是个名副其实的"大个子" 它机身长度38.9米、翼展38.8米 高度11.7米 最大起飞重量达60 ...

中国完全自主研制的大型水陆两栖飞机AG600"鲲龙"近日获得中国民航局生产许可证，正式进入批量生 产阶段。这标志着我国在大型航空应急救援装备体系建设上取得关键里程碑，也是"中国制造"向"中国 智造"转型的生动实践。另外，"鲲龙"还在高高原完成了测试飞行，验证了飞机在复杂气象条件下的各 项性能，标志着我国航空工业在复杂气象与高原作业领域实现突破。(央视新闻) ...

Group 1 - General Secretary Xi Jinping emphasized the importance of high-quality development for private enterprises, urging them to strengthen their core competitiveness and focus on innovation [1] - Private enterprises are the largest foreign trade entities in China, with imports and exports reaching 10.25 trillion yuan in the first five months of this year, a year-on-year increase of 7% [1] - The export value of private enterprises was 6.97 trillion yuan, growing by 8% year-on-year, accounting for 65.4% of China's total exports [1] Group 2 - Private enterprises have shown strong adaptability and competitive advantages in response to complex external environments, focusing on new products and market expansion [2] - Dongguan's Weishi Cultural Technology Co., Ltd. has developed over 1,000 export products, achieving a 20% year-on-year increase in export value [2] - The company integrates traditional Chinese culture into its products, with a global market share of 95% for its 3D metal puzzles [2] Group 3 - The Lion Dan Nu Group in Ningbo reported a 15.8% year-on-year increase in import and export value, totaling 250 million USD in the first four months [3] - The company has established production bases in multiple countries, expanding its global manufacturing supply chain [3] - Private enterprises account for over 90% of Zhejiang's total enterprises, playing a crucial role in the province's foreign trade [3] Group 4 - Shandong Lingong Machinery Co., Ltd. reported a 15% year-on-year increase in import and export value, reaching 1.57 billion yuan in the first five months [4] - The company is focusing on digital transformation and intelligent design to enhance its global competitiveness [4] Group 5 - Dongguan has over 7,000 robot-related enterprises, with industrial robot exports exceeding 190 million yuan, a 116.4% year-on-year increase [5] - Niuhao Technology Co., Ltd. has seen a 77.06% year-on-year increase in export value for electric scooters [5] - Jiangsu's exports of electric motorcycles and bicycles reached 3.2 billion yuan, growing by 21.6% year-on-year [5] Group 6 - China has maintained its position as the world's second-largest goods importer for 16 consecutive years, with private enterprises playing a significant role in consumer goods imports [6] - The first import of mangoes from Bangladesh marks a new development in China's import market [6] - Shanghai's coffee imports from 25 Belt and Road countries reached 2.67 billion yuan, a 15.5% year-on-year increase [6] Group 7 - Various regions are actively supporting the development of private foreign trade enterprises, with initiatives aimed at enhancing market expansion and risk resistance [7] - The focus is shifting from "product export" to "brand export" and "cultural export," with private enterprises increasing their investment in technological innovation and brand building [7]

Core Viewpoint - The third Tianjin International Shipping Industry Expo showcases the strength of the shipping industry in North China, attracting 445 global enterprises and covering an exhibition area of 51,000 square meters [1]. Group 1: Automotive and High-end Equipment Industry - Tianjin Jieshi Battery Co., Ltd. presents high-performance battery products specifically developed for marine applications [3]. - Tianjin Longchuang Century Automotive Design Co., Ltd. showcases a modular design agricultural drone and a mobile ultra-fast charging vehicle [5]. - Zhidao Innovation (Tianjin) Technology Co., Ltd. displays innovative drones and reconnaissance aircraft, emphasizing its leadership in intelligent robotic systems [7]. - Tianjin Hongsheng Technology Co., Ltd. exhibits intelligent rescue equipment, focusing on marine oil spill emergency devices [9]. - Deep Blue Ocean Technology Co., Ltd. showcases underwater robots capable of deep-sea operations, with a maximum diving depth of 300 meters [11]. - Beijing Institute of Technology's Mechanical and Vehicle College presents advanced 3D printing technology projects [14]. - Tianjin Desai International Ocean Engineering Co., Ltd. displays a range of marine technology models, indicating a comprehensive operational chain in marine engineering [16]. Group 2: New Generation Information Technology Industry - Zhongbing Beidou Satellite Communication Co., Ltd. exhibits core products in satellite communication, showcasing its technological strength in the Beidou satellite application field [18]. Group 3: Chemical New Materials Industry - PPG Coatings (Tianjin) Co., Ltd. demonstrates revolutionary ship coatings that prevent fouling, highlighting its position as a leading supplier of coatings and specialty materials [19]. - Weiyuan Taide (Tianjin) Clean Energy Co., Ltd. showcases innovative ship-specific heat pump systems [21]. - Tianjin Hengyang Chemical Storage and Transportation Co., Ltd. focuses on chemical product storage and logistics services [23]. - Botu New Energy (Tianjin) Co., Ltd. is the only manufacturer of wind turbine structural components in Tianjin [25]. Group 4: Medical and Health Industry - Tianjin Ruichi Surgical Instrument Co., Ltd. presents its advanced minimally invasive surgical instruments, emphasizing its leadership in the sector [27]. - Master Kong Group showcases a variety of popular food products, indicating its comprehensive production system in the food industry [29]. Group 5: Modern Service Industry - The Tianjin MSD Shipping Base gathers numerous strong shipping economic enterprises and international classification societies [33]. - Yuxiang International Shipping Building focuses on high-end shipping services, integrating various service institutions [34]. - Tianjin COSCO Shipping Taigang Chemical Logistics Co., Ltd. specializes in chemical logistics services, aiming to build a smart logistics center for hazardous chemicals [36]. Future Outlook - The Tianjin Economic and Technological Development Area aims to enhance the shipping industry's intelligence, greenness, and internationalization, contributing to the establishment of a world-class shipping hub [40].

Core Viewpoint - The Beijing Stock Exchange (BSE) has shown strong performance this year, with related thematic funds experiencing significant net value increases, suggesting medium to long-term investment value in the BSE sector [1][2][3] Group 1: Market Performance - The BSE 50 Index has risen by 37.25% year-to-date, outperforming major indices such as the Shanghai Composite Index and Shenzhen Component Index [1] - Nearly 40 BSE-themed funds have seen an average net value increase of approximately 33.53% this year, with some funds like CITIC Securities BSE Selected Mixed Fund A and Huaxia BSE Innovative SMEs Selected Fund A achieving net value increases of over 70% [1][2] - 24 BSE funds have recorded net value increases exceeding 30% this year, indicating a broad-based positive performance across various funds [2] Group 2: Investment Opportunities - Analysts suggest focusing on companies with growth potential and strong R&D investments, particularly those in hot sectors and those benefiting from capacity expansion [3] - There is an emphasis on companies that are diversifying and expanding their industrial chains, as well as state-owned enterprises with stable operations and strong growth capabilities [3] - Investment strategies include targeting long-cycle performance stability and unique production capabilities, high dividend and steady growth domestic demand stocks, and thematic sectors such as AI and low-altitude economy [3]

在海洋强国战略指引下，海南正以"向海洋要生产力"的魄力，开辟"以场带产深海智造"新赛道。依托全国唯一的国家海洋综合试验场（深海），海南瞄 准深海油气矿产、深海高端装备制造、海洋新能源等新兴产业，推动海洋经济年均增速超16%，2024年海洋生产总值占GDP比重达34.1%；2025年第一季 度，海洋经济占全省GDP比重达到41.7%。海南省委、省政府提出，通过打造"智慧海洋"深海科技创新策源地，力争用十年左右时间，再造一个"海上海 南"，为海洋强国建设贡献海南方案。 自然资源禀赋 "以场带产深海智造"发展海洋产业 浩瀚而神秘的深远海是有待于人类深度开发的领域，然而，要发展深远海产业却并非易事：深海装备制造技术门槛高、产业链长，需以重大科技基础设 施为依托。当前，我国深海资源开发、海洋安全等领域仍面临"卡脖子"问题。海南作为南海资源开发前沿，肩负着服务国家深海工程的重任。 国家海洋综合试验场（深海）具有可为海洋仪器装备提供定点、长期、连续海上试验测试的独特优势，是促进海洋技术原始创新和应用（如海洋仪器设 备和装备研发）、完善海洋观测监测网技术标准体系，促进海洋高新科技成果转化和提高基于海洋生态观测监测体系的海洋综 ...

2025 年 6 月 12 日 公司研究/公司快报 汽车零部件Ⅲ 德尔股份（300473.SZ） 买入-B(首次) 固态电池产线落地，汽零主业恢复增长 公司近一年市场表现 事件描述 5 月 30 日，公司公告《关于签署合作协议暨对外投资的议案》，公司 计划在湖州投资建设新型锂电池项目、智能电机项目，本项目计划投资总额 约 3 亿元。 事件点评 市场数据：2025 年 6 月 11 日 固态电池项目落地湖州，2025 年底前具备生产能力。公司本次投资项目 主要包括（1）建设新型锂电池产线，一期开展新型锂电池的中试研发，择 机启动二期年产 1GWh 新型锂电池产线建设。（2）建设智能电机或其他汽车 零部件产线。此次签约不仅是德尔股份战略布局的重要一环，更标志着其向 新能源与智能智造领域迈出坚实一步，为企业未来发展注入强劲动能。公司 公众号披露，公司的固态电池项目力争在 2025 年年底前完成中试线建设并 具备产品生产能力。未来，公司将结合市场需求，加速推进公司固态电池的 产业化，尽快将公司固态电池应用于新能源汽车、无人机、机器人、电动工 具等领域，抢占市场先机。 投资建议 我们预计公司 2025-2027 年归母 ...

汽车零部件Ⅲ 德尔股份（300473.SZ） 买入-B(首次) 固态电池产线落地，汽零主业恢复增长 2025 年 6 月 12 日 公司研究/公司快报 公司近一年市场表现 事件描述 5 月 30 日，公司公告《关于签署合作协议暨对外投资的议案》，公司 计划在湖州投资建设新型锂电池项目、智能电机项目，本项目计划投资总额 约 3 亿元。 事件点评 固态电池项目落地湖州，2025 年底前具备生产能力。公司本次投资项目 主要包括（1）建设新型锂电池产线，一期开展新型锂电池的中试研发，择 机启动二期年产 1GWh 新型锂电池产线建设。（2）建设智能电机或其他汽车 零部件产线。此次签约不仅是德尔股份战略布局的重要一环，更标志着其向 新能源与智能智造领域迈出坚实一步，为企业未来发展注入强劲动能。公司 公众号披露，公司的固态电池项目力争在 2025 年年底前完成中试线建设并 具备产品生产能力。未来，公司将结合市场需求，加速推进公司固态电池的 产业化，尽快将公司固态电池应用于新能源汽车、无人机、机器人、电动工 具等领域，抢占市场先机。 分析师： 综合性汽车零部件集成供应商，客户覆盖全球主流车企。公司是一家综 合性汽车零部件系统 ...

Core Insights - Suofeng CNC Technology Co., Ltd. aims to become a "hidden champion" in the horizontal machining center sector by enhancing processing efficiency, precision, and composite capabilities [1][2] - The company has developed a series of high-end CNC equipment, including horizontal and gantry machining centers, and has recently updated its machine for processing ceramic materials to its fifth generation [1][2] - Suofeng CNC has established partnerships with several universities and research institutions, leading to the development of innovative products such as a precision five-axis ultrasonic machining center [2][3] Company Overview - Founded in 2017, Suofeng CNC is a high-end CNC equipment manufacturer that provides complete solutions and has a product lineup that includes horizontal and gantry machining centers [1] - The company has over 2,000 clients, including industry leaders like AVIC, China Steel Group, and China National Heavy Duty Truck Group, and its products are exported to countries such as Germany and India [2] Financial Performance - In the previous year, Suofeng CNC achieved a revenue of over 200 million yuan and is targeting 280 million yuan for the current year [2] - The HMC-630H+V composite machining center alone generated over 30 million yuan in contract orders last year [2] Industry Context - The CNC machine tool industry is a foundational and strategic sector, often referred to as the "mother machine" of manufacturing, and is crucial for the entire manufacturing supply chain [1] - The Liuhe CNC machine tool industrial park has developed a complete industrial chain over 20 years, focusing on high-end CNC machine tools and supporting the transition to intelligent manufacturing [3] Technological Advancements - Liuhe has established a "one center and four platforms" framework to support the development of CNC machine tools, focusing on digital design, optimization, and performance testing [3] - The collaboration with Huazhong CNC aims to enhance the technological capabilities of Liuhe's machine tool enterprises, promoting industry integration and development [3]