高人气国防军工ETF（512810）盘初一度涨超1%，价格再创近一个月新高！持仓商业航天概念股领 涨，中国卫星涨超4%再创10年新高，湘电股份、光启技术、华秦科技等跟涨。 消息面，商业航天加速"出海"，此前宣布IPO辅导的中科宇航旗下力箭一号精准送三颗国际用户卫星入 轨。昨日，我国成功发射阿联酋813卫星等9颗卫星。 海外方面，美国太空探索技术公司SpaceX正推进首次公开募股计划，拟募资远超300亿美元。该公司目 标整体估值约1.5万亿美元，并计划最快于2026年中后期上市。 责任编辑：杨赐 12月11日早盘，商业航天概念再度走强，带动国防军工板块逆市飘红，成为全市场唯三上涨行业。 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 主力净流入额 | | --- | --- | --- | --- | --- | | 801730 | 电力设备(申万) | 10084.20 | 0.98% | 82.66 Z | | 801740 | 国防军工(申万) | 1776.64 | 0.37% | 12.33 Z | | 801050 | 有色金属(中万) | 7704.12 | 0.20% | 16.99 7 | ...

Core Insights - The Jiangsu Provincial Committee of the Communist Party of China has proposed to promote high-quality development of the marine economy and accelerate the construction of a strong marine province [1] - The focus is on enhancing marine technology capabilities, fostering high-level marine research institutions and technology enterprises, and advancing key marine technologies [1] - The development of modern shipping services and marine tourism industries is emphasized, along with the need for better port resource coordination and infrastructure improvements [1] Group 1: Marine Economy Development - The proposal includes the establishment of a national marine economy development demonstration zone, elevating the marine economy to a strategic level [2] - The potential of the marine economy is highlighted, with marine communication identified as a foundational infrastructure for future 6G networks [2] - The government work report has introduced "deep-sea technology" as a core emerging industry, indicating a shift towards supporting marine equipment, energy, and aquaculture sectors [2] Group 2: Industry Opportunities - The offshore wind and solar power sectors are expected to expand into deeper waters, indicating a significant growth opportunity [2] - The marine aquaculture industry is projected to have substantial growth potential, particularly for upstream feed companies that can leverage technological and service advantages [2] - Policy support and recovering demand are likely to benefit marine tourism enterprises with distinctive features [2]

岁末回眸，我发现"具身智能"四个字 ，甚至已经跳出"赛道"的狭义框定，跻身《咬文嚼字》编辑部发 布的2025年十大热词。今天宣布融资的主角呢，也是一家具身智能企业，只不过做的不是大众认知度最 高的人形机器人，而是能在水下万米级极端环境作业的海洋机器人。 5月，我曾报道过海洋具身企业世航智能的融资消息。今天后续来了，我们独家获悉，在连续完成天使 +轮和Pre-A轮融资三个月内，世航智能又连续完成多轮数亿元融资。 A轮融资由祥峰投资领投，长石资本、苏创投（苏州母基金）跟投，老股东金沙江创投追投；Pre-A+轮 由经略创投投资。鞍羽资本担任公司长期独家财务顾问。这一系列融资旨在帮助公司加速产品及技术迭 代、推进具身机器人和核心零部件的量产。 在一级市场上，这家成立仅两年多的公司有多抢手呢？这么说吧，继滴滴和小红书两个案子之后，朱啸 虎再次在同一个项目上连投3轮。上周在《中国风险投资史》读书会交流间隙，朱总还忍不住又夸了世 航。我了解到的另一个细节是，最近的一次路演结束后，排队要见创始人陈晓博的投资机构数量达到50 家。 祥峰曾在宇树Pre-A轮以唯一机构投资人的身份入局，他们也是世航A轮的领投方。祥峰投资管理合伙 ...

将投中网设为"星标⭐"，第一时间收获最新推送 这家成立仅两年多的公司，为什么那么抢手？ 作者丨 刘燕秋 来源丨 投中网 岁末回眸，我发现"具身智能"四个字 ，甚至已经跳出"赛道"的狭义框定，跻身《咬文嚼字》编辑部发布的 2025 年十大热词。今天宣布融资的主角呢，也是一家具身智能企业，只不过做的不是大众认知度最高的人形机 器人，而是能在水下万米级极端环境作业的海洋机器人。 5 月，我曾报道过海洋具身企业世航智能的融资消息。今天后续来了，我们独家获悉，在连续完成天使 + 轮和 Pre-A 轮融资三个月内，世航智能又连续完成多轮数亿元融资。 硬核技术，我不够专业，不妨来看看，专业的组织都是怎么评价世航的技术水平。 8 月，世航与招商轮船、山东港口集团、哈尔滨工程大学联合研发的 " 港航通用海洋机器人与智能核心装备 " 项目，获得中国物流科技最高奖 — 中国物流与采购联合会 " 科技进步一等奖 " 。 A 轮融资由祥峰投资领投，长石资本、苏创投（苏州母基金）跟投，老股东金沙江创投追投； Pre-A+ 轮由经略 创投投资。鞍羽资本担任公司长期独家财务顾问。这一系列融资旨在帮助公司加速产品及技术迭代、推进具身机 器人和 ...

Market Overview - A-shares opened lower with the Shanghai Composite Index down 0.19% and the ChiNext Index down 0.21% [1] - The Hong Kong market showed mixed performance, with the Hang Seng Index up 0.06% and the Hang Seng Tech Index down 0.11% [1][6] - Commodity futures opened mostly lower, with coking coal down 1.96% and silver down 0.72% [1][8] - Government bond futures opened higher across the board, with the 30-year main contract up 0.41% [1][3] Sector Performance - The commercial aerospace sector remained active, with Longzhou Co. achieving five consecutive trading limits and Shaanxi Huada rising over 10% [1] - In the A-share market, sectors such as computing hardware, photovoltaic, and lithium mining experienced pullbacks, while the commercial aerospace and deep-sea technology themes strengthened [1] - In the Hong Kong market, the non-ferrous metals and semiconductor sectors weakened, while the new energy vehicle industry showed strength [1] Bond Market - Government bond futures saw significant increases, with the 30-year contract rising by 0.41% and the 10-year contract by 0.13% [2][3] - The bond market reflects a positive sentiment among investors, as indicated by the upward movement in bond futures [2][3] Stock Performance - Notable stock performances included Shaanxi Huada with a 20% increase, followed by Holoever at 8.93% and Aerospace Science and Technology at 6.60% [2] - The overall trading volume in the A-share market was substantial, with the Shanghai Composite Index recording a turnover of 7.2 billion [5]

沪指低开0.19%，深成指低开0.26%，创业板指低开0.21%。 | ન્દ્રન | 名称 | 内日图 | 现价 | 涨跌 | 版跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 | 3916.51 | -7.57 | -0.19% | | 399001 | 深证成指 | 5.W | 13295.62 | -34.37 | -0.26% | | 399006 | 创业板指 | | 3183.61 | -6.66 | -0.21% | 盘面上，商业航天、算力硬件、光伏、锂矿概念股回调，深海科技题材走强。 2025.12.09 本文字数：533，阅读时长大约1分钟 作者 |一财阿驴 09:29国债期货开盘，30年期主力合约涨0.41%，10年期主力合约涨0.13%，5年期主力合约涨0.07%，2 年期主力合约涨0.02%。 09:25 A股开盘丨三大指数集体低开 个股方面，威帝股份高开超6%，消息面上，公司拟以现金方式收购玖星精密控股股东51%股权，并同 步收购玖星精密部分股权。 | | 威帝股份 603023 | | 茶 汽车零部件 ...

2025.12. 09 本文字数：533，阅读时长大约1分钟 09:29 国债期货开盘，30年期主力合约涨0.41%，10年期主力合约涨0.13%，5年期主力合约涨 0.07%，2年期主力合约涨0.02%。 09:25 A股开盘丨三大指数集体低开 沪指低开0.19%，深成指低开0.26%，创业板指低开0.21%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | A | 3916.51 | -7.57 | -0.19% | | 399001 | 深证成指 | SW | 13295.62 | -34.37 | -0.26% | | 399006 | 创业板指 | 10 | 3183.61 | -6.66 | -0.21% | 盘面上，商业航天、算力硬件、光伏、锂矿概念股回调，深海科技题材走强。 个股方面，威帝股份高开超6%，消息面上，公司拟以现金方式收购玖星精密控股股东51%股权，并 同步收购玖星精密部分股权。 | | 威帝股份 603023 | | 泰 汽车零部件 -0.24% | ...

普冉股份高开超8%，公司公告，拟购买高性能存储器公司诺亚长天49%股权。 09:25 A股开盘丨三大指数集体低开 盘面上，商业航天、算力硬件、光伏、锂矿概念股回调，深海科技题材走强。 个股方面，威帝股份高开超6%，消息面上，公司拟以现金方式收购玖星精密控股股东51%股权，并同 步收购玖星精密部分股权。 | | 威帝股份 603023 | | 第 汽车零部件 -0.24% | | | 同行对比 | | --- | --- | --- | --- | --- | --- | --- | | | 5. 26 +0.31 +6.26% | | 资金分析(万元) | | | ? 排名 | | 委比 | -81.77% | | -11302 十刀流八: | | | | | 5 | | 5.30 | 4970 U.U. | | | | | A | | 5.29 | 主力流出: 411 | 50% | 资金 | 20% | | 3 | | 5.28 | 0.0 398 | | 占比 | | | 2 | | 5.27 | · 王力博流人 | | | | | 1 | | 5.26 | 0.0 7470 | | | | | 1 | ...

Economic Indicators - The manufacturing Purchasing Managers' Index (PMI) for November is at 49.2%, a slight increase of 0.2 percentage points from the previous month, indicating a stable economic environment [1][4][30] - The non-manufacturing business activity index is at 49.5%, down 0.6 percentage points from last month, while the composite PMI output index is at 49.7%, a decrease of 0.3 percentage points [1][4][30] Market Overview - Domestic securities market indices showed mixed performance, with the ChiNext index rising the most by 1.86%. The non-ferrous metals sector had the highest increase at 5.35% among the Shenwan first-level industries [2][25][42] - Structural market trends continue, with strong performances in energy equipment and precious metals. The overall economic environment remains stable, with improvements in both production and demand [2][25][42] Policy Developments - The Chairman of the China Securities Regulatory Commission (CSRC), Wu Qing, emphasized the need to enhance the inclusiveness and adaptability of capital market systems, marking a significant transformation towards high-quality development [8][33] - Key tasks outlined for the 14th Five-Year Plan include promoting direct financing through stocks and bonds, optimizing the structure of listed companies, and enhancing the regulatory environment to attract long-term capital [9][10][11][12][35] Investment Recommendations - Focus on technology sectors such as artificial intelligence, semiconductor chips, and robotics, which are expected to yield excess returns under current policies [26][48] - Non-bank financial institutions, particularly brokers, are likely to benefit from a slow bull market, while insurance companies may see returns improve as capital recovery stabilizes [26][48] - The copper market is expected to maintain an upward trend due to tight supply-demand dynamics, while energy metals like lithium, cobalt, and nickel are projected to remain in demand due to battery and energy storage needs [22][48]

Core Viewpoint - The article highlights the transformation of Juyi Rigging Co., Ltd. from a traditional land-based company to a leader in deep-sea technology, emphasizing its innovative products and strategic market positioning in the offshore wind energy sector [1][2]. Company Overview - Juyi Rigging has a 40-year history and is recognized as a leading enterprise in China's rigging industry, contributing to major projects like the Bird's Nest and Hong Kong-Zhuhai-Macao Bridge [1]. - The company is now focusing on deep-sea technology, particularly in the development of mooring systems for floating offshore wind turbines [2]. Technological Innovation - Juyi Rigging has developed a "single-strand permanent mooring steel wire rope," which addresses the high technical barriers in the deep-sea mooring sector, previously dominated by a few Western companies [2]. - The company has created a "visual remote monitoring platform for the entire lifecycle of mooring systems," allowing real-time monitoring of stress, deformation, and corrosion, thus enhancing product longevity and safety [3]. Market Strategy - The company has established a new subsidiary in Tianjin to capitalize on the growing offshore wind energy market, which is projected to see significant growth during the 14th and 15th Five-Year Plans [4][5]. - Juyi Rigging aims to reduce production costs and increase market share through large-scale and intelligent production at its Tianjin base [5]. Industry Context - The global marine economy is accelerating, with China's focus on developing marine technology and protecting marine ecology as outlined in the 20th National Congress report [6]. - The offshore wind energy market in China is expected to grow significantly, with over 70% of resources located in deep waters, necessitating advanced floating technologies [4]. Competitive Landscape - Juyi Rigging is the only company globally to receive international classification society certifications for steel wire ropes, fiber ropes, forged connectors, and complete mooring systems, enhancing its credibility in international markets [3]. - The company faces competition from established Western marine engineering firms, necessitating improvements in technology, branding, and marketing to gain a competitive edge [7]. Future Outlook - The company is optimistic about expanding into emerging sectors such as deep-sea aquaculture, offshore photovoltaics, marine tourism, and seabed resource development, each representing significant market potential [7]. - Juyi Rigging's leadership emphasizes the importance of becoming a dominant player in the rigging industry, with aspirations to expand from a national to an international presence [7].