| 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 ...

根据分析，可能的影响因素如下： 截至10时34分，巨力索具涨幅为10.01%，已连续2个交易日涨停。最新价9.12元，总市值87.55亿元，封 板资金0.06亿元，成交额21.51亿元，换手率26.37%。 3. 海洋系泊系统产品获国际认证并应用于漂浮式风机项目，深化海上风电领域技术合作与市场拓展。 巨力索具主要涉及海洋工程、深海科技、海上风电、海洋经济、新能源等概念板块。 注：本内容由算法自动生成，不构成投资建议。 来源：金融界 1. 拟设立全资子公司巨力索具海洋科技（天津）有限公司，专注海洋工程装备制造与销售，强化海洋经 济领域布局。 2. 国家发改委推进"十五五"海洋经济发展规划编制工作，部署突破关键核心技术，索具作为海洋工程核 心部件供应商直接受益。 ...

热门ETF方面，代码有"八一" 的国防军工ETF（512810）盘中奋力向上，成功翻红！场内溢价频现，显 示买盘仍强势。昨日，512810单日获逾4400万元资金逢跌增仓。 | 序号 | 证券代码 | 还有简称 | 雪业收入 | | 雪业收入(同比增长审) | 归属母公司股东的净利润 | 旧圖母公司設东的净利润同比增长點) | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | [报告期] 今年中报 [张表类型] 合并报表 | | [报告期] 今年中报 [单位] % | [报告期] 今年中报 [报表类型] 合并报表 | [报告期] 今年中报 [单位] % | | | | | | [单位] 亿元 | | | [单位] 亿元 | | | | | 603308 SH | 应流趋势 | | 13.8361 | 9.1101 | 1.8826 | | 23.9119 | | 2 | 002465.SZ | 海陸通信 | | 22.2945 | -13.9675 | 0.0251 | | -98.7163 | | | 600416.SH | ...

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]

今年，"深海科技"首次写入《政府工作报告》。海南四面环海，得天独厚的自然条件，为深海装备测试 与应用搭建了平台。无人风帆航行器穿越台风，载人潜水器探索深海，科学考察船远航大洋……在海 南，众多团队在此攻关深海科技，各种深海科技装备从这里出发，服务于科研，彰显出澎湃的创新力。 数据来源：海南省海洋厅 制图：张芳曼 "信天翁"无人风帆航行器。浙江大学海南研究院供图 "奋斗者"号。中国科学院深海科学与工程研究所供图 "信天翁"无人风帆航行器 追风探海 实测数据 台风越来越近，浙江大学海南研究院海洋过程与装备团队的成员们各司其职：张小波和同事乘坐小艇， 将"信天翁"无人风帆航行器布放到海面上，升帆的航行器渐行渐远；岸边，李彦君聚焦屏幕，时刻关注 航行器的状态。 穿越台风，观测台风内部气象变化、海洋动力过程等，这是"信天翁"此次探测肩负的任务。 "信天翁是一种善于利用风的鸟，既能在空中翱翔，又能潜水捕鱼。以它为名，是希望航行器能凭风借 力，航行得又快又远，也能潜进深海。"李彦君介绍，"信天翁"是我国自主研发的新型海洋探测装备， 升帆时利用风力，收帆漂流时吸收光照发电，低能耗的设计使其能够长距离行驶，最大下潜深度达100 ...

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 ...

本报记者 董泽扬 数据来源：海南省海洋厅 制图：张芳曼 "信天翁"无人风帆航行器。 浙江大学海南研究院供图 "奋斗者"号。 中国科学院深海科学与工程研究所供图 "信天翁"无人风帆航行器 追风探海 实测数据 台风越来越近，浙江大学海南研究院海洋过程与装备团队的成员们各司其职：张小波和同事乘坐小艇， 将"信天翁"无人风帆航行器布放到海面上，升帆的航行器渐行渐远；岸边，李彦君聚焦屏幕，时刻关注 航行器的状态。 穿越台风，观测台风内部气象变化、海洋动力过程等，这是"信天翁"此次探测肩负的任务。 "信天翁是一种善于利用风的鸟，既能在空中翱翔，又能潜水捕鱼。以它为名，是希望航行器能凭风借 力，航行得又快又远，也能潜进深海。"李彦君介绍，"信天翁"是我国自主研发的新型海洋探测装备， 升帆时利用风力，收帆漂流时吸收光照发电，低能耗的设计使其能够长距离行驶，最大下潜深度达1000 米，可在台风、中尺度涡等复杂气候、海洋环境中开展科学观测。 这次航行，"信天翁"从距离台风北部530公里处出发，进入台风眼，从东南部穿出，历时3天。它能自主 航行、规划路径，在最大风力超过30节的恶劣条件下，将采集到的台风观测数据实时回传。 科考船停 ...

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]