| 分时 多日 = | F9 帝前魯后 晉加 九詩 國线 丁具 (2) > | 国际空间中心 | 0 7 5 +0.004 +0.56% | 512810[国防军工ETF] 10:46 价 0.715 涨跌 0.004(0.56 ... | LAND TO THE LEAST OF CHANGE OF THE CONTRACT AND THE CONTRACT CONTR | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.716 | 0.70% | | | | | | | | | | | | | | | | | | | 用融/ ● + | SSE CNY 10:46:00 交易中 | 0.714 | 华宝中证军工ETF | 净值走势 | 申旋清单 | | | | | | | | | | | | | | | 委北 | 3.78% 型 | 10357 | 最小申赎单位份额 ...

Group 1 - The stock of Jushi Holdings has increased by 10.01%, achieving a consecutive two-day limit-up, with the latest price at 9.12 yuan and a total market capitalization of 8.755 billion yuan [1] - The company plans to establish a wholly-owned subsidiary, Jushi Marine Technology (Tianjin) Co., Ltd., focusing on the manufacturing and sales of marine engineering equipment, thereby strengthening its presence in the marine economy sector [2] - The National Development and Reform Commission is advancing the "14th Five-Year" marine economy development plan, which includes breakthroughs in key core technologies, benefiting suppliers of core components like rigging [2] Group 2 - The marine mooring system products have received international certification and are being applied in floating wind turbine projects, enhancing technical cooperation and market expansion in the offshore wind power sector [2] - Jushi Holdings is primarily involved in marine engineering, deep-sea technology, offshore wind power, marine economy, and new energy sectors [2]

Group 1 - The defense and military industry sector showed mixed performance, with Longcheng Military experiencing a drop of over 8% and Aerospace Science and Technology hitting the daily limit down, while commercial aerospace and low-altitude economy stocks rebounded, with Feiliwa rising over 12% to reach a historical high [1] - The National Defense and Military ETF (512810) managed to turn positive during trading, indicating strong buying interest, with over 44 million yuan of funds added on dips [1][3] - As the A-share market enters a period of intensive semi-annual report disclosures, the alignment between expectations and actual performance in the defense and military sector will be crucial for sustained growth [3] Group 2 - Three constituent stocks of the National Defense and Military ETF (512810) have released their mid-year reports for 2025, with Yingliu Co. and Xiangdian Co. achieving double-digit revenue growth year-on-year, while Haige Communication barely made a profit, with net profit down over 98% [3][4] - Recent institutional reports have highlighted the importance of the upcoming military parade as a potential catalyst for the sector, noting that previous parades from 2015 to 2019 saw a pulse-like increase in the defense and military stocks [4] - The National Defense and Military ETF (512810) covers various popular themes including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controllable nuclear fusion, serving as an efficient tool for investing in core assets of the defense and military sector [5]

Group 1: Company Performance - China Telecom (601728) reported a revenue of 2694.22 billion yuan for the first half of the year, a year-on-year increase of 1.3% [1] - The net profit attributable to shareholders was 230.17 billion yuan, reflecting a year-on-year growth of 5.53% [1] - The company plans to distribute an interim cash dividend of 0.1812 yuan per share (tax included) [1] Group 2: Industry Trends - The National Development and Reform Commission is preparing the "14th Five-Year" marine economy development plan, focusing on innovation-driven growth and the transformation of traditional marine industries [2] - The marine economy's total production value is expected to exceed 10 trillion yuan for the first time in 2024, doubling since 2012 [2] - The marine economy is recognized as a strategic priority, with an emphasis on deep-sea technology and the integration of marine communication as a key infrastructure for future 6G networks [2] Group 3: Stock Market Activity - Several marine technology concept stocks have seen significant inflows from financing clients, with major stocks like Jili Rigging and Weichai Heavy Industry showing substantial price increases [3][4] - China Shipbuilding's net profit is projected to be between 28 billion and 31 billion yuan, marking a year-on-year increase of 98.25% to 119.49% [4] - Financing net inflows for key stocks include China Shipbuilding at 4.43 billion yuan, China Ship Defense at 1.46 billion yuan, and Diweier at 1.1 billion yuan [5][6]

Core Insights - The inclusion of "deep-sea technology" in the government work report highlights its growing importance and the unique natural conditions in Hainan for deep-sea equipment testing and application [1] Group 1: Deep-Sea Technology Developments - The "Albatross" unmanned sailing vehicle is designed to utilize wind power for long-distance travel and can dive to depths of 1,000 meters, enabling it to operate in complex weather and ocean conditions [3][4] - The "Fighter" manned submersible has been instrumental in exploring deep-sea ecosystems, revealing previously unknown life forms and expanding human understanding of deep-sea ecology [5][6] - The collaboration between various deep-sea exploration equipment enhances the ability to study deep-sea biology and supports future resource development and ecological protection [7] Group 2: Infrastructure and Support - The Nanshan Port public scientific research dock facilitates rapid deployment of research vessels, significantly increasing the number of scientific voyages from 30 in 2020 to an expected 1,416 by 2024 [8][9] - The dock is designed to attract research institutions and enterprises, fostering a collaborative environment that supports the development of the deep-sea technology industry [8][9] - The integration of various resources for sea trials has improved research efficiency, reducing testing cycles by an average of 30% [9]

展望后市，麦哲洞察预计，2025年我国海洋生产总值将突破13万亿元，其中深海科技相关产业占比将超 过25%。摩根士丹利预测中国深海装备市场规模2025-2030年CAGR达18%；国内机构则指出海洋生物医 药将成为新增长极，预计2025年市场规模突破800亿元。 具体到A股市场，光大证券认为，海洋经济/深海科技发展潜力巨大，"十五五"海洋经济发展规划编制或 带来新的催化与驱动力。可关注深海装备、船舶、海上风电、海洋生物医药领域的机遇。 来源：金融界 近日，国家发改委表示，正与相关部门一道着手"十五五"海洋经济发展规划以及相关领域专项规划的编 制工作，加快推动海洋传统产业转型升级，大力发展海上风电、海洋生物医药等新兴产业，积极培育海 洋未来产业。 自然资源部发布《2024年中国海洋经济统计公报》显示，2024年我国海洋生产总值突破10万亿元，占 GDP比重达7.8%。面对海洋经济庞大的发展潜力，政策面也加大扶持力度。2025年政府工作报告首次 将"深海科技"列为战略性新兴产业，设立500亿元海洋新质生产力基金；科技部投入50亿元支持"深海关 键技术与装备"专项，财政部100亿元基金定向扶持海上风电；广东发布《海 ...

Core Insights - The article highlights the significant advancements in deep-sea technology in Hainan, emphasizing its strategic importance for scientific research and innovation [8][15][17] - The introduction of deep-sea technology in the government work report indicates a growing recognition of its potential impact on disaster prevention and environmental research [8][10] Group 1: Deep-Sea Technology Developments - The "Albatross" unmanned sailing vessel successfully traversed a typhoon, collecting valuable meteorological and oceanographic data, which enhances the understanding of typhoon dynamics [10][11] - The "Fighter" manned submersible has enabled researchers to explore deep-sea ecosystems, revealing new insights into life forms at extreme depths, thus expanding knowledge of deep-sea biodiversity [13][14] Group 2: Research and Collaboration - The collaboration between various research teams and institutions in Hainan is fostering innovation in deep-sea exploration, with a focus on developing new technologies and methodologies for marine research [12][16] - The establishment of a public scientific research dock in Sanya is facilitating increased access for research vessels, promoting resource sharing and enhancing the efficiency of deep-sea equipment testing [15][16] Group 3: Economic Impact and Future Prospects - The deep-sea technology sector in Hainan has seen significant growth, with reported production value reaching 770 million yuan, indicating a robust development trajectory [16][17] - Future plans include the construction of a comprehensive marine technology platform that will integrate various scientific and technological resources, further driving innovation and economic development in the region [15][17]

Core Viewpoint - Deep-sea technology is advancing into unknown territories, focusing on the exploration, development, and utilization of deep-sea resources, which holds significant economic and technological value [1]. Industry Development - The government work report emphasizes the promotion of emerging industries such as commercial aerospace, low-altitude economy, and deep-sea technology for safe and healthy development, indicating a broad future outlook [1]. - Deep-sea technology integrates various advanced technologies and disciplines, driving rapid growth in related industries such as deep-sea equipment manufacturing, new functional materials, and deep-sea information technology [1]. Innovations and Applications - Innovations like the "Albatross" unmanned sailing vessel, which traverses typhoons for meteorological observations, and the "Fighter" manned submersible, which explores depths of 10,000 meters to discover "life oases," showcase the practical applications of deep-sea technology [1]. - The establishment of shared public scientific research docks, such as the Nanshan Port, facilitates research and development in deep-sea technology [1]. Economic Impact - Deep-sea technology contributes to the development of marine resources, including minerals and oil and gas, as well as clean energy, creating new growth points for the marine economy [1]. - The sector aims to cultivate and develop new productive forces in the ocean, contributing to the goal of building a strong maritime nation [1].

Core Viewpoint - The integration of deep-sea technology into China's government agenda highlights the potential for innovation and research in marine exploration, particularly in Hainan, which offers unique natural conditions for deep-sea equipment testing and application [1] Group 1: Deep-Sea Technology Developments - The "Albatross" unmanned sailing vessel has successfully navigated through a typhoon, collecting real-time meteorological data, which enhances the understanding of typhoon structures and improves forecasting accuracy [2][3] - The "Fighter" manned submersible has enabled scientists to explore deep-sea ecosystems, discovering new life forms and expanding knowledge of deep-sea biodiversity [4][6] - The collaboration between various deep-sea exploration equipment, such as the "Fighter" and "Deep Sea Warrior," has improved operational capabilities and facilitated research on deep-sea species [6][8] Group 2: Infrastructure and Industry Growth - The establishment of the Nanshan Port public scientific research dock has significantly increased the number of scientific voyages, from 30 in 2020 to an expected 1,416 in 2024, indicating a growing interest in marine research [7][8] - The dock serves as a multi-functional port, integrating scientific research, cargo transport, and vessel maintenance, thus promoting the development of the deep-sea technology industry [7][8] - The deep-sea equipment industry in Sanya's Yacheng Bay Science and Technology City has achieved a production value of 770 million yuan, indicating a successful integration of testing, research, and manufacturing processes [8]

Summary of Key Points Core Viewpoint The company has made significant decisions regarding its financial management, including the establishment of a new subsidiary, investment in a venture capital fund, and the assessment of asset impairment, which collectively aim to enhance operational efficiency and long-term value creation. Group 1: Financial Management and Investments - The company plans to invest 10 million RMB in the Anhui Zero One Chuyang Venture Capital Fund, representing 3.33% of the total fund, to improve capital utilization and risk management [4] - The company has signed a subcontract for the Saudi King Fahd Stadium project, aligning with the Belt and Road Initiative and showcasing Sino-Saudi economic cooperation [5] - A guarantee of 20 million RMB will be provided to a subsidiary in Henan to support its operational funding needs [5] Group 2: Asset Impairment and Financial Reporting - The company has recognized potential impairment in various assets, leading to a total impairment provision of 9,941,898.01 RMB, which will reduce the net profit attributable to the parent company by 8,375,038.54 RMB for the first half of 2025 [10][17] - The impairment assessment was approved by the board and the supervisory committee, ensuring compliance with accounting standards [17][66] Group 3: Corporate Governance and Compliance - The board of directors and supervisory committee have confirmed the accuracy and completeness of the company's financial disclosures, including the half-year report [46][62] - The company has engaged in a daily related party transaction with Hebei Liulingzui Wine Sales Co., Ltd., amounting to 1.44 million RMB for employee welfare, which has been approved by the board [21][26]