当天下午的主题讲座中，王勇教授从"发现、利用、保护"三个维度，系统阐述了深海科技的创新成果与 未来挑战。他解析了深海油气、可燃冰、多金属结核等资源的战略意义，并指出，深海微生物的特殊适 应机制可能为医药、环保等领域带来革命性应用。 学生在流动科技馆展区近距离感受我国深海科技的最新成果。 【深圳商报讯】（首席记者 王海荣 文/图）"它们为什么不愿意从条件恶劣的深海游到光照条件好、食 物丰富的浅海生活？""谁是海底最丑的动物？"5月14日，深圳市翠竹外国语实验学校礼堂内，来自该校 的200多名小学生抢着向台上的清华大学深圳国际研究生院海洋工程研究院副院长王勇教授轮番提问， 一个个充满童趣的问题让这位长期从事深海环境微生物基因组学研究和原位生态监测设备研发的专家连 连点赞。 "'推动形成变革性的海洋科学解决方案，促进可持续发展，将人类和海洋联结起来'，这既是'联合国海 洋科学促进可持续发展十年（2021-2030）'的重要使命，也是我参与这场科普活动的主要目的。"王勇 说。 作为2025年全国科技活动周暨罗湖区科技创新教育系列活动之一，这场在小学校园举行的活动以"矢志 创新发展 建设科技强国"为主题，通过主题讲座与 ...

原标题：浙江大力推进海洋科技创新和产业创新深度融合 潜入深海，角逐万亿级赛道 近期，中科星图深海科技有限公司的科考队员搭乘海洋科学考察船，顺利返抵海南三亚，圆满完成 本年度"国产化无人潜水器及其搭载设备的功能验证"共享航次任务。 这家海洋高新技术企业，自去年10月落地杭州，为我省深海科技与产业布局添上重要一笔。 今年，"深海科技"首次写入国务院政府工作报告，并作为新兴产业推进发展。占海洋总面积90%以 上的深海，是孵化新质生产力和抢抓新增长点的万亿级赛道，浙江深海科技和产业的发展基础和前景如 何？ 布局深海 占地球表面积三分之二以上的海洋，只有5%的区域已被人类探索，距离水面200米以下的深海更是 神秘莫测。在这片神秘之境，蕴藏着丰富的生物、矿产等资源，吸引着人们前往开拓。 不过，深海开发利用面临着极端环境条件，极广、极远、极深、极高、低温等天然属性，对科技创 新与产业支撑提出极高要求。 早在20世纪60年代，发达国家开始率先向深海进军，在深海装备、设备核心部件、深海开发等领域 处于领先地位。"十四五"以来，我国开始大力布局深海新赛道，工信部等七部门去年发布未来产业实施 意见，提出推进深海等未来空间产业发展， ...

Core Viewpoint - Jiangsu Hengtong Optic-Electric Co., Ltd. is focused on high-quality development and strategic investments in core industries such as communication and energy, leveraging opportunities in new infrastructure, carbon neutrality, and digital transformation to enhance its market competitiveness and operational efficiency [5][6][29]. Meeting Agenda - The company will hold its annual shareholder meeting on May 20, 2025, to discuss the reappointment of the external auditor, Lixin Certified Public Accountants [2][3]. Company Performance - In 2024, the company achieved a revenue of 59.984 billion yuan, representing a year-on-year growth of 28.57% in net profit, amounting to 2.769 billion yuan [5][6]. - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 2.576 billion yuan, reflecting a growth of 26.74% [5]. Strategic Focus - The company is actively investing in the telecommunications and energy sectors, providing leading products and solutions in optical communication, smart grids, and marine energy [5][6]. - The company is enhancing its global industrial and marketing network, positioning itself as a leading provider of information and energy interconnection solutions [5][6]. Technological Advancements - The company has established a "world lighthouse factory" for intelligent manufacturing in the optical communication sector, integrating advanced technologies such as 5G and AI to optimize production processes [7][8]. - The company is focusing on the development of high-end optical fibers and special products, achieving significant advancements in low-loss optical fibers and marine optical fibers [8][9]. International Expansion - The company has expanded its presence in various regions, including Europe, South America, and Southeast Asia, through acquisitions and the establishment of production bases [9][24]. - The acquisition of j-fiber GmbH has strengthened the company's capabilities in special optical fiber production, enhancing its competitive edge in the global market [9][24]. Environmental Commitment - The company is committed to sustainable development and has implemented an ESG management system to promote green manufacturing and energy management [28][29]. - The company has received multiple awards for its efforts in environmental sustainability and corporate governance [28][29]. Future Outlook - The company aims to continue its strategic transformation towards becoming a global leader in marine energy interconnection solutions while expanding its market presence in telecommunications and energy sectors [15][24]. - The company plans to enhance its technological capabilities and maintain a strong focus on innovation to meet the growing demands of the digital economy [30][31].

Group 1: Company Performance and Financial Management - The company is implementing a "2025 Annual Valuation Enhancement Plan" to improve overall profitability and increase cash dividends from subsidiaries to the parent company [2][3]. - The company is in continuous communication with government departments regarding the disbursement of over 60 million in government subsidies, with the specific timing dependent on government actions [4]. - The company currently operates 2 cold storage facilities, and asset impairment provisions are made due to long-term low market prices for certain tuna species, leading to sales below cost [5]. Group 2: Shareholder Concerns and Market Strategy - The company's stock price is significantly below net asset value, prompting a plan for share buybacks and other strategies to enhance investment value [6][7]. - The company acknowledges the uncertainty in profitability from tuna fishing due to market prices and fishery resources [6]. - There are currently no specific plans for a B-share to A-share conversion or major restructuring, but the company is open to suggestions for leveraging tuna resources for new product development [7].

Group 1 - The military industry sector has shown strong performance recently, with notable stocks like AVIC Chengfei experiencing multiple trading halts and a 20% limit up [1][4] - As of the end of Q1 this year, 22 funds held shares in AVIC Chengfei, with 17 of them being major shareholders, indicating significant institutional interest [2][4] - The military sector's growth is driven by three main factors: the push to complete the 14th Five-Year Plan, the centenary of the military, and the trend towards self-sufficiency in domestic production [2][10] Group 2 - The military sector's recent surge has been attributed to a 6.33% increase in the industry, making it the top performer among all sectors, with specific sub-sectors like ground equipment and military electronics seeing gains of 8.0% and 7.4% respectively [2][4] - Fund managers have capitalized on this trend, with significant increases in holdings in military-related ETFs, reflecting a growing preference for this sector among investors [8] - Analysts suggest that the military sector's fundamentals are expected to improve, with a potential increase in military spending as a percentage of GDP, which currently stands below 1.5% [9][10] Group 3 - The recent performance of military stocks has sparked discussions among analysts regarding future trends, with expectations of continued demand driven by geopolitical tensions and domestic defense needs [9][11] - Long-term prospects for the military sector are viewed positively, with potential growth in areas such as commercial aerospace and military trade, which could significantly expand the market [10][11] - The military industry is anticipated to undergo a valuation restructuring, benefiting from improved asset quality and larger business scales, leading to higher market premiums [10]

Group 1 - The defense and military industry sector continues its strong performance, with significant gains in stocks such as Lijun Co., which has seen four consecutive trading limits, and Guorui Technology reaching a trading limit [1] - The General Aviation ETF Huabao (159231) has seen its price rise by over 4.8% during trading, reaching a new high of 1.107 yuan [1] - The military trade sales are projected to reach $111.6 billion globally in 2024, with the U.S. accounting for $42.33 billion, representing 37.92% of the total [3] Group 2 - The article highlights the increasing importance of new technologies in military capabilities, including smart technologies, unmanned equipment, and big data applications, as emphasized in a recent People's Daily article [2] - The low-altitude economy is identified as a new paradigm for urban transportation, driven by policy changes and infrastructure development, which is expected to accelerate the formation of a trillion-level industry cluster [3] - The General Aviation ETF Huabao focuses on sectors such as low-altitude economy, military-civilian integration, large aircraft, commercial aerospace, and flying cars, aligning with the current industry landscape and market potential [3]

Investment Rating - The investment rating for the company is maintained as "Buy" with a target price of RMB 7.15 [7][8]. Core Views - The company reported a revenue of RMB 3.945 billion for 2024, representing a year-on-year increase of 9.40%, and a net profit attributable to shareholders of RMB 138.55 million, up 36.40% year-on-year [1][6]. - In Q1 2025, the company achieved a revenue of RMB 747 million, a 10.86% increase year-on-year, and a net profit of RMB 40.79 million, reflecting a 32.32% year-on-year growth [1][6]. - The increase in gross margin to 14.81% in 2024, up 3.76 percentage points year-on-year, is attributed to a higher proportion of revenue from transportation vessels [2][3]. Summary by Sections Financial Performance - The company’s gross margin improved to 19.48% in Q1 2025, a slight increase of 0.04 percentage points year-on-year [2]. - The company delivered 16 transportation vessels and 5 offshore engineering vessels in 2023, with plans to deliver 22 transportation vessels and 5 offshore vessels in 2024 [2]. - The total order backlog for marine engineering design business is RMB 1.39 billion, with construction business orders increasing by 29.37% year-on-year [2]. Market Outlook - The development of "Deep Sea Technology" is expected to enhance the company's order volume, supported by government initiatives to promote the marine economy [3]. - The International Maritime Organization's (IMO) mid-term agreement on shipping carbon emissions is anticipated to boost demand for green vessels, where the company holds a leading position [3]. Profit Forecast and Valuation - The net profit forecasts for 2025 and 2026 have been adjusted downwards to RMB 189.87 million and RMB 248.54 million, respectively, due to uncertainties in revenue recognition for high-margin businesses [4]. - The company is assigned a PE ratio of 65 times for 2025, reflecting its leadership in ship design and development [4].

Core Viewpoint - The military industry sector has experienced a significant surge, driven by geopolitical factors and advancements in technology, with a notable increase in military trade potential for 2024 [1][4][6]. Group 1: Market Performance - The military sector saw a strong rebound, with the military ETF rising nearly 6% and over 30 stocks hitting the daily limit or increasing by more than 10% [1][3]. - The backdrop of easing tensions in the India-Pakistan conflict has contributed to this unexpected rally in the military sector [3][6]. Group 2: Technological Advancements - A recent article from the People's Daily emphasized the rapid development of a new round of technological revolution and industrial transformation, highlighting the importance of high-tech weapons in modern warfare [3][4]. - Key growth areas for military capabilities include intelligent technology, unmanned equipment, and big data applications [3][4]. Group 3: Global Military Trade - The global military trade sales are projected to reach $111.6 billion in 2024, with the United States accounting for $42.33 billion, representing 37.92% of the total [4][6]. - The geopolitical landscape, particularly the India-Pakistan conflict, is expected to enhance military trade potential [4][6]. Group 4: Funding and Investment Outlook - Recent data indicates an improvement in the funding landscape for the military sector, with an increase in passive fund sizes and leverage compared to the previous week [4][6]. - Analysts are optimistic about the military industry's recovery in demand by 2025, suggesting a favorable investment environment [4][6]. Group 5: Company Performance and Future Plans - Companies in the military sector are showing confidence in their growth plans for 2025, with significant revenue and profit targets set by firms like Beifang Navigation and Zhongbing Hongjian [7]. - The military sector is expected to see continued activity in themes such as low-altitude economy, commercial aerospace, deep-sea technology, and military intelligence [7].

Group 1 - The core viewpoint of the articles highlights a positive trend in the military industry, with military stocks showing signs of recovery and potential growth due to increasing demand and favorable market conditions [1][2] - The high-end equipment ETF (159638) has performed well, with a weekly increase of 5.7%, indicating strong investor interest in military-related assets [1] - Active equity funds have reduced their allocation to military stocks, reaching a historical low, which may suggest a potential undervaluation in the sector as the current price-to-book ratio is around 3.12, placing it in the lower range compared to the past five years [1][2] Group 2 - There are indications of improving fundamentals in the military sector, with some upstream companies reporting significant order growth, suggesting a recovery in demand [2] - Long-term perspectives suggest that military spending may increase as the "14th Five-Year Plan" approaches its conclusion, with potential growth in sectors like low-altitude economy, deep-sea technology, and commercial aerospace [2] - The military industry is expected to see a resurgence in market activity, driven by improved fundamentals and heightened investor interest in themes such as military trade and commercial aerospace, which could lead to a sustained rally in military stocks [2]

Group 1 - The report indicates that the market is expected to continue its high-level volatility, with monetary policy leading the way and subsequent focus on external trade, consumption, and real estate policies to counterbalance pressures on both internal and external demand [4][15][23] - April's export data showed resilience, with a year-on-year growth of 8.1%, although future pressures from tariffs are anticipated to increase, leading to a potential decline in export growth in May [16][19] - The report emphasizes the importance of financial sector investments, particularly in banks and insurance, while gradually shifting towards growth technology sectors such as electronics, computing, media, and communications [5][34] Group 2 - The military industry has seen significant gains, driven by geopolitical events such as the India-Pakistan conflict, which raised expectations for increased domestic military exports. However, the report suggests that the sustainability of this growth is limited due to the short-term nature of such geopolitical catalysts [25][29] - The communication sector has also experienced an uptick, influenced by the potential easing of AI chip export restrictions by the U.S., which has provided a temporary boost to communication equipment stocks. However, the report warns that this growth may not extend to the broader technology sector [30][31] - The report highlights that the current market environment favors a balanced investment strategy between stable financial stocks and growth-oriented technology stocks, particularly after significant corrections in the growth technology sector [34][32]