Core Viewpoint - Ice Wheel Environment's stock price increased by 7.85% to 14.28 yuan, with a trading volume of 681,358 hands and a transaction amount of 950 million yuan on August 15, 2025. This reflects positive market sentiment towards the company and its sector [1]. Company Overview - Ice Wheel Environment specializes in the manufacturing of refrigeration and air conditioning equipment, with applications in food freezing and industrial refrigeration. The company is headquartered in Yantai, Shandong, and is recognized as one of the leading suppliers of refrigeration equipment in China [1]. Industry Developments - Recent government policies aimed at supporting the marine economy may positively impact the sector in which Ice Wheel Environment operates. On August 15, relevant authorities announced plans to advance the construction of national marine economy development demonstration zones and to formulate policy documents supporting the development of marine strong provinces [1]. Financial Performance - On August 15, 2025, the net inflow of main funds into Ice Wheel Environment was 33.26 million yuan, accounting for 0.24% of its circulating market value. However, over the past five trading days, there was a cumulative net outflow of 58.41 million yuan, representing 0.42% of its circulating market value [1].

Group 1 - The latest stock price of Dongfang Ocean is 2.92 yuan, an increase of 0.07 yuan from the previous trading day, with a trading volume of 393 million yuan [1] - The stock experienced a fluctuation of 7.02%, reaching a high of 2.99 yuan and a low of 2.79 yuan during the trading session [1] - Dongfang Ocean operates in the agriculture, animal husbandry, and fishery sector, focusing on aquaculture, processing, and the research and development of marine biological products [1] Group 2 - Recent national policies emphasize the promotion of high-quality development in the marine economy, specifically encouraging the cultivation of emerging industries such as marine biomedicine and the involvement of state-owned enterprises in marine resource development [1] - On August 15, Dongfang Ocean saw a net inflow of main funds amounting to 27.71 million yuan, with a cumulative net inflow of 8.77 million yuan over the past five days [2]

Group 1 - The latest stock price of Jitai Co., Ltd. is 6.95 yuan, an increase of 0.63 yuan compared to the previous trading day's closing price [1] - The stock opened at 6.37 yuan, reached a high of 6.95 yuan, and a low of 6.31 yuan, with a trading volume of 341,487 hands and a transaction amount of 229 million yuan [1] - Jitai Co., Ltd. specializes in the research, production, and sales of products such as silicone sealants and water-based coatings, which are widely used in construction, home decoration, container manufacturing, and steel structure manufacturing [1] Group 2 - Recent government initiatives aim to promote the development of national marine economy demonstration zones and formulate policies to support the construction of marine strong provinces, with several regions including Shandong, Liaoning, and Hainan already issuing marine economic development plans [1] - The marine economy sector is showing overall active performance [1] - On the same day, the net inflow of main funds into Jitai Co., Ltd. was 82.78 million yuan, accounting for 3.13% of the circulating market value, while the net inflow over the past five days was 93.64 million yuan, representing 3.54% of the circulating market value [1]

Core Viewpoint - Deepwater Haina's stock price increased by 2.95% on August 15, closing at 20.27 yuan, reflecting positive market sentiment and potential growth in the environmental sector [1] Company Summary - Deepwater Haina focuses on the environmental industry, specifically in wastewater treatment and industrial wastewater management, with operations primarily in Guangdong and involvement in PPP (Public-Private Partnership) projects [1] - The company experienced a trading volume of 316,869 hands and a transaction value of 637 million yuan on August 15 [1] Industry Summary - Recent national policies promoting high-quality development of the marine economy emphasize innovation and industrial upgrades, encouraging state-owned enterprises and private capital to engage in marine resource development, which could positively impact companies in the marine economy sector [1] - The net outflow of main funds from Deepwater Haina on August 15 was 35.10 million yuan, accounting for 1.14% of its circulating market value, with a cumulative net outflow of 71.84 million yuan over the past five trading days, representing 2.33% of its circulating market value [1]

Core Insights - Fujian Province is leveraging technology to develop smart cities and a smart ocean economy, driven by digital intelligence and national marine economic strategies [1] - China Mobile won the "Best AI Application Case" award at the International Telecommunication Union AI for Good Global Summit, highlighting its strength in technological innovation [1] - The establishment of a 5G-A demonstration city in Xiamen is a significant step towards enhancing the region's digital infrastructure [1] 5G-A Network Development - The 5G-A network has been fully deployed along Xiamen's Golden Coastline, enhancing network capabilities for education, tourism, and transportation [2][4] - The network supports high-definition live streaming, real-time video, and low-latency gaming, catering to both tourists and local residents [4] - Even in high-capacity areas like ferry terminals, the network maintains stable performance, providing unprecedented convenience for citizens and visitors [5] 5G-A Integrated Sensing Technology - China Mobile has implemented a unique "land-sea-air" integrated 5G-A network in Xiamen, effectively detecting and warning against low-altitude drones [7] - The integrated sensing capability has been crucial in various events, successfully monitoring over 7,000 unauthorized drone flights [9] - This technology supports the development of a "low-altitude economy" by enhancing security and traffic management [9] Cultural and Tourism Enhancement - The 5G-A technology has revitalized Xiamen's Zhongshan Road, allowing for immersive experiences that blend historical and modern elements [10] - Users can enjoy seamless access to interactive content, enhancing the overall tourist experience [10] Transportation and Marine Economy - Collaborations with Huawei have upgraded network experiences at key transportation hubs, supporting marine tourism and economic development [11] - The 5G-A network enhances user experiences in marine protected areas, providing high-speed connectivity for activities like live streaming and gaming [11] Marine Conservation Efforts - A comprehensive marine species protection project has been established, utilizing 5G-A and AI technologies for effective monitoring and management [12] - The project has expanded real-time monitoring coverage, significantly improving the efficiency of marine conservation efforts [12] Strategic Implications - The development of the 5G-A demonstration city in Xiamen aligns with national marine economic strategies, showcasing a model for sustainable marine development [14] - The integration of digital technologies is expected to drive the potential of the marine economy, enhancing tourism, industry transformation, and ecological protection [14]

Report Overview - Report Date: August 15, 2025 [1] - Report Title: Stock Index Daily Report - Stock Index Futures Daily Report [1] - Analyst: Wang Ying (Z0016367) [1] - Investment Advisory License: China Securities Regulatory Commission Permit [2011] No. 1290 [1] 1. Report Industry Investment Rating - No investment rating information provided 2. Core View - The stock market performed more optimistically than expected today, driven by fundamental confidence and high trading enthusiasm. Concept stocks boosted by favorable information led the market, with non - bank finance and technology - related industries leading the gains. Small - cap stocks showed strong performance due to positive sentiment and high - spirited funds. Looking ahead, the breakthrough of the pressure line should be monitored. Despite the optimistic sentiment today, it is not recommended to chase the market at present, and it is advisable to hold positions and observe. An insurance strategy of holding spot and buying put options is recommended [4] 3. Summary by Directory Market Review - The stock index rose with shrinking volume today, and the market index attempted to reach new highs again. The trading volume of the two markets dropped significantly by 345.97 billion yuan. Among stock index futures, IF and IH rose with shrinking volume, while IC and IM rose with expanding volume [2] Important Information - An important article by General Secretary Xi Jinping, "Promoting the Healthy and High - Quality Development of the Private Economy," was published in Qiushi Journal. China's year - on - year growth rate of social retail sales in July slowed to 3.7%, and the year - on - year total retail sales of automobiles declined. From January to July, China's real estate development investment decreased by 12% year - on - year, and the sales area of newly built commercial housing decreased by 4% year - on - year. In July, the added value of industrial enterprises above designated size increased by 5.7% year - on - year, and the production of crude steel and raw coal declined. From January to July, China's national fixed - asset investment increased by 1.6%, while private investment declined. In July, the prices of second - hand houses in first - tier cities showed wider month - on - month and year - on - year declines, and the year - on - year declines in housing prices in all tiers narrowed. Relevant national departments are researching and formulating policies and measures for the development of the marine industry and actively exploring ways to encourage central enterprises and social capital to participate in the development of the marine economy [3] Strategy Recommendation - Insurance Strategy: Hold spot and buy put options [4] Stock Index Futures Market Observation | | IF | IH | IC | IM | | --- | --- | --- | --- | --- | | Main Contract Intraday Change (%) | 0.80 | 0.34 | 2.11 | 2.16 | | Trading Volume (10,000 lots) | 14.0755 | 7.7296 | 12.2047 | 25.7577 | | Trading Volume MoM (10,000 lots) | - 1.2994 | - 0.9794 | 0.9901 | - 0.8154 | | Open Interest (10,000 lots) | 26.8828 | 10.4541 | 22.8854 | 38.1845 | | Open Interest MoM (10,000 lots) | - 0.3048 | - 0.0183 | 1.3297 | 1.6552 | [4] Spot Market Observation | Name | Value | | --- | --- | | Shanghai Composite Index Change (%) | 0.83 | | Shenzhen Component Index Change (%) | 1.60 | | Ratio of Rising to Falling Stocks | 6.85 | | Trading Volume of the Two Markets (billion yuan) | 22446.12 | | Trading Volume MoM (billion yuan) | - 345.97 | [5]

2025年11月7日至9日，第八届国际潜水救捞与海洋工程装备展览会将在厦门举办。届时，将有千余种国 内外先进装备技术集中亮相。 这是记者8月15日从中国潜水救捞行业协会获得的消息。 据中国潜水救捞行业协会副理事长兼秘书长陈丽萍介绍，本届展会以"聚焦海洋经济新动能，推动潜水 经济高质量发展"为主题，展览面积预计为1.8万平方米，参展企业超过200家。除保留潜水救捞与海工 通用装备技术、水下智能装备与技术、应急救援技术与装备、市政工程潜水、旅游潜水、船舶设备及配 套、船舶防污染等传统展区外，本届展会还将新增国之重器重大技术装备展区、专精特新科技展区、厦 门海洋高端装备技术展区等特色展区。 "我们还将同期举办第十届国际潜水救捞与海洋工程技术论坛，聚焦潜水救捞与海洋工程装备领域产业 变革、技术发展趋势等热点话题。"陈丽萍说。 中国潜水救捞行业协会于2008年6月成立，目前拥有1000余家会员单位，是集各类潜水、救助打捞和海 洋工程建设为一身的全国性行业组织。 （文章来源：新华社） 在展会形式上，本届展会全新升级为海洋经济领域的互动体验式展会，展会期间将举办水下机器人大 赛、水上无人驾驶飞机座舱体验、海洋科学开放日等多 ...

Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Litong Technology, which rose by 21.38% to 27.71 yuan as of August 15, 2025 [1] - The stock opened at 23.17 yuan, reached a high of 29.67 yuan, and a low of 22.96 yuan, with a trading volume of 243,900 hands and a total transaction amount of 673 million yuan [1] - Litong Technology specializes in the research, production, and sales of rubber products, which are widely used in industrial and automotive sectors [1] Group 2 - The company is part of the rubber products industry and is also involved in specialized and innovative sectors, as well as data center concepts [1] - Recent government initiatives to promote the development of national marine economy demonstration zones and increase financial support for marine economy have positively impacted related concept stocks [1]

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 "Nankun" floating wave energy generator, designed by the Guangzhou Institute of Energy Research, is the world's first megawatt-level device of its kind, showcasing significant technological advancement in renewable energy [2] - The estimated global potential for wave energy development is between 2 billion to 3 billion kilowatts, which could exceed the capacity of over 100 Three Gorges Hydropower Stations, indicating vast untapped resources in clean energy [2] - The "Nankun" can generate an average daily output of 10,000 kilowatt-hours, sufficient to meet the daily electricity needs of approximately 1,500 households, highlighting its practical application in remote areas [2] Group 2 - The development of the "Nankun" platform is expected to stimulate the marine economy, with electricity being a critical resource for modern industries and aquaculture [3] - Guangdong's marine production value is projected to exceed 2 trillion yuan in 2024, accounting for 14.1% of the regional GDP and 19.0% of the national marine production value, maintaining its leading position in the country for 30 consecutive years [3] - Emerging marine industries in Guangdong have seen an average annual growth rate of 13.7% over the past five years, with advancements in high-tech sectors such as marine engineering equipment, marine renewable energy, and biopharmaceutical research [3] Group 3 - The "Nankun" platform symbolizes the hope of harnessing ocean resources for productivity, aiming to transform the ocean into a rich "energy treasure" and "blue granary" [4]