Market Overview - A-shares opened positively, showing a V-shaped reversal despite a decline during the trading session, indicating a significant breakthrough above 3400 points [1] - The trading volume has increased from approximately 1.2 trillion to around 1.5 trillion, with a notable 1.49 trillion on a day without northbound capital, reflecting strong domestic support [1] Capital Inflows - There has been a net inflow of at least 350 billion this year, indicating robust market interest [2] - Incremental capital is coming from three main sources: insurance funds, quantitative funds, and private equity [1][2] Sector Performance - The solid-state sector has been boosted by stocks like Nord, while the military sector is gaining momentum with stocks like Great Wall [2] - The pharmaceutical sector, which had been adjusting for three weeks, is also starting to show signs of recovery, suggesting a potential rotation into new consumption stocks [2] Economic Indicators - The U.S. dollar index continues to hit new lows, which may benefit A-shares [2] - The market is pricing in two interest rate cuts by the Federal Reserve in the second half of the year, as inflation concerns have eased [4] Interest Rates - The yield on 10-year U.S. Treasury bonds has been consistently declining, contributing to a narrowing of the interest rate differential between China and the U.S. [5][7] Earnings Reports - July is typically a month for mid-year earnings reports, with early announcements likely to come from companies with strong performance, providing additional market support [7] Upcoming Events - A significant meeting of the Central Financial Committee is set to discuss economic "pain points," which may lead to a surge in marine technology-related concepts [8] - The number of IPOs has been increasing, with 104 applications in June alone, indicating a recovery in market activity [8] Technical Analysis - The market is currently in a bullish trend, with major indices returning to upward trend lines, suggesting a favorable environment for following the trend [11]

Core Viewpoint - The meeting chaired by Xi Jinping emphasizes the need to enhance independent innovation capabilities in marine technology and to cultivate leading enterprises and specialized small and medium-sized enterprises in this sector [1] Group 1: Marine Technology Development - The focus is on strengthening the strategic technological capabilities in marine science and technology [1] - There is a call to develop leading enterprises in marine technology and specialized small and medium-sized enterprises [1] Group 2: Marine Industry Growth - The aim is to enhance and expand the marine industry, including promoting the orderly construction of offshore wind power [1] - Development of modern deep-sea fishing, marine biomedicine, and marine biological products is highlighted [1] - The creation of marine cultural and tourism destinations is also a priority [1] Group 3: Maritime Economic Planning - There is an emphasis on strengthening research on bay economic development planning [1] - The optimization and integration of coastal port clusters will be advanced in an orderly manner [1]

Group 1 - China National Offshore Oil Corporation (CNOOC) has fully launched the second phase of the "Deep Sea No. 1" gas field project in the South China Sea, marking the completion of the largest offshore gas field in China [2][14] - The "Deep Sea No. 1" gas field has proven natural gas reserves exceeding 150 billion cubic meters, with an annual production capacity expected to reach 4.5 billion cubic meters by June 2025, which is 1.67 times the natural gas consumption of Hainan Province in 2023 [4][14] - The project is a significant step towards enhancing China's energy self-sufficiency, as it can meet one-quarter of the natural gas demand for the Guangdong-Hong Kong-Macao Greater Bay Area [15] Group 2 - The development of the "Deep Sea No. 1" gas field has led to the creation of a complete technical system for deepwater drilling, exploration, development, and operation, positioning China among the few countries capable of independently developing ultra-deepwater gas fields [15][16] - The project has also driven the upgrade of the marine equipment manufacturing industry, achieving a significant increase in the localization rate of key equipment from 33% to 80% [10][16] - The successful implementation of the project has created numerous job opportunities and promoted the training of marine engineering talent, contributing to the economic development of the Guangdong-Hong Kong-Macao Greater Bay Area and Hainan Free Trade Port [16]

Core Viewpoint - The construction of a maritime power is a significant strategic task for the realization of the great rejuvenation of the Chinese nation, as emphasized by General Secretary Xi Jinping, who has consistently highlighted the importance of ocean development and management [2][3]. Group 1: Ocean Economic Development - The ocean covers 70% of the Earth's surface and is rich in mineral, oil, gas, and biological resources, making ocean economic development promising [3]. - Xi Jinping has advocated for enhancing marine resource development capabilities and transitioning to a quality and efficiency-oriented marine economy [3]. - The 20th National Congress of the Communist Party of China proposed to improve the system and mechanism for promoting marine economic development, indicating a commitment to high-quality growth in this sector [4]. Group 2: Marine Technology Advancement - Advanced marine technology is a key indicator of a maritime power, with a focus on achieving high-level self-reliance and strength in marine technology [5][9]. - Significant achievements in marine technology include the successful deep-sea explorations by various submersibles and drilling vessels, which reflect China's growing capabilities in deep-sea exploration and research [8][9]. Group 3: Marine Ecological Protection - The development of the marine economy must be balanced with the protection of the marine ecological environment, as highlighted in the 20th National Congress report [10][11]. - Xi Jinping has emphasized the importance of protecting marine biodiversity and integrating ecological civilization into marine development strategies [13][14]. Group 4: Building a Maritime Community - The concept of a maritime community, proposed by Xi Jinping, emphasizes the importance of international cooperation in ocean governance and sustainable development [15][16]. - China's participation in global ocean governance and the promotion of a maritime community are seen as essential for addressing global marine issues and fostering peaceful and prosperous seas [17][18].

Core Viewpoint - The marine-themed photo exhibition held in Haikou aims to promote marine ecological protection and the harmonious coexistence of humans and nature, coinciding with World Oceans Day and National Marine Publicity Day [2][3]. Group 1: Exhibition Overview - The exhibition runs from June 7 to July 7 and is divided into four main sections: Polar Exhibition, Cultural and Creative Exhibition, China National Offshore Oil Corporation (CNOOC) Exhibition, and Hainan Exhibition [2]. - The Polar Exhibition showcases 40 years of China's polar scientific research achievements, while the Cultural and Creative Exhibition features award-winning works from national competitions focused on marine culture [2]. - The CNOOC Exhibition highlights significant projects and advancements in the marine oil sector, emphasizing the importance of marine technology for self-reliance [2]. Group 2: Cultural Impact - The organizers aim to gather marine stories and creative works from various fields to foster the dissemination and exchange of marine culture, creating a societal atmosphere that values and protects the ocean [3]. - The initiative seeks to inspire deeper exploration of marine cultural connotations, promoting ecological civilization concepts across society, and supporting the development of a marine economy while protecting the marine ecological environment [3].

Core Viewpoint - The "2025 World Oceans Day and National Ocean Publicity Day Marine Theme Photo Exhibition" is being held in Haikou, showcasing various marine-related themes and promoting ocean culture and awareness [1][4]. Group 1: Exhibition Overview - The exhibition features four main sections: the Polar Exhibition Area, the Cultural and Creative Exhibition Area, the China National Offshore Oil Corporation (CNOOC) Exhibition Area, and the Hainan Exhibition Area [1][3]. - The Polar Exhibition Area highlights 40 years of China's polar scientific research achievements and challenges [3]. - The Cultural and Creative Exhibition Area includes award-winning works from the 13th National College Student Marine Cultural Creative Design Competition and the first Natural Resources Cultural Creative Competition [3]. Group 2: Objectives and Impact - The exhibition aims to gather marine stories and creativity from various fields, fostering the dissemination and exchange of marine culture [4]. - It seeks to create a positive atmosphere for caring for, protecting, and treating the ocean well, while promoting ecological civilization concepts [4]. - The event supports the development of the marine economy, protection of the marine ecological environment, and the acceleration of building a strong marine nation [4]. Group 3: Organizers and Duration - The exhibition is organized by multiple entities, including the Ministry of Natural Resources, the National Oceanic Administration, and CNOOC, among others [7]. - The exhibition will run until July 7 [7].

Group 1: Port Efficiency and Capacity - Shandong Port Qingdao's automated terminal set a new world record for container handling efficiency at 62.62 natural boxes per hour, marking the 13th time it has achieved this feat [2] - In 2024, Shandong Port's total cargo throughput exceeded 1.8 billion tons, with container volume surpassing 44 million standard boxes, ranking first globally [2] - The construction of a new 400,000-ton ore terminal at Qingdao Port is nearing completion, which will enhance its capacity to accommodate ultra-large ocean vessels [6] Group 2: Marine Economy Development - Shandong's marine economy has seen significant growth, with the marine production value reaching 1.80118 trillion yuan in 2024, a 6.1% increase from the previous year, contributing 23.9% to the province's economic growth [4][14] - The province aims to enhance its marine industry clusters by 2027, with a focus on increasing the value-added growth of 15 major marine industries [3][11] - Shandong has established itself as a hub for marine technology, housing 50 national marine research platforms and a significant portion of the country's marine talent [10] Group 3: Logistics and Infrastructure - The establishment of Shandong Port Logistics Group has integrated logistics resources, expanding inland port networks and enhancing service capabilities [8] - The group plans to connect inland and maritime transport, facilitating better logistics solutions for inland enterprises [9] - Shandong's logistics network includes over 360 shipping routes, covering more than 700 ports globally, maintaining its position as a leading northern port [8] Group 4: Technological Advancements - Shandong has launched initiatives to boost marine technology innovation, focusing on key areas such as artificial intelligence and marine biomedicine [12] - The province's marine economy is characterized by a leading primary industry, supported by secondary and tertiary industries, with significant contributions from traditional sectors [13] - Recent technological projects, including the "Deep Sea No. 1" and high-resolution marine models, have been recognized nationally, showcasing Shandong's commitment to marine innovation [4][10]

仪式。主办方供图 海洋通信导航遥感阳江联通院士工作站于2024年10月签约启动，2025年1月23日获得广东省科协批复。 该院士工作站将依托院士团队及高校、企业资源，聚焦海洋科技前沿，构建"产学研用"一体化创新平 台，开展深远海"通导遥智能PNT时空基准网络服务"研究，服务阳江海洋经济高质量发展。 国家卫星定位系统工程技术研究中心主任、中国工程院院士刘经南在致辞中表示，阳江是海上风电的产 业高地，也是突破海洋科技领域难题的战略要地。院士工作站将开展融合创新、自主研发、人才培养等 重点工作，共同推动智慧海洋防灾减灾、生态监测、海洋牧场管理等项目的实施，为阳江乃至全国的海 洋经济发展注入新的活力。 活动期间，阳江市低空经济行业协会、阳江市海洋"通导遥"研究院、中国联通(广东)智慧海洋军团同步 揭牌。阳江市政府与国家卫星定位系统工程技术研究中心、海洋通信导航遥感阳江联通院士工作站签订 战略合作框架协议。阳江联通与各重点单位、企业签约达成11项战略合作协议。 中新网阳江5月22日电 (孙秋霞 曾宇萍)海洋通信导航遥感阳江联通院士工作站揭牌仪式暨战略合作框架 协议签约活动21日在阳江举行，该工作站旨在构建"产学研用"一 ...