今天开始，中国船舶、中国重工股票将开始停牌，A股史上最大规模交易——中国船舶（600150）吸收 合并中国重工（601989）将再进一步。 根据此前公布的方案，中国船舶将以37.84元/股的发行价向中国重工股东发行A股，换股比例调整为每1 股中国重工股票换0.1339股中国船舶股票，交易金额达1151.50亿元。 8月11日晚间，中国重工发布《关于公司股票连续停牌直至终止上市、实施换股吸收合并的提示性公 告》，公告显示，公司股票将自2025年8月13日（即异议股东现金选择权申报日）开市起连续停牌，不 再交易。2025年8月12日为公司股票最后一个交易日。 根据公告，现金选择权实施完成及公司终止上市后，公司股东持有的公司A股股票将按照公司于2025年 7月19日发布的《中国船舶工业股份有限公司换股吸收合并中国船舶重工股份有限公司暨关联交易报告 书》中确定的换股比例转换为中国船舶为本次换股吸收合并所发行的A股股票，并在上海证券交易所上 市流通。 此外，公司特别提醒，中国重工换股股东取得的中国船舶股票应当为整数，如其所持有的中国重工股票 数量乘以换股比例后的数额不是整数，则按照其小数点后尾数大小排序，向每一位股东依 ...

A股上市公司半年报逐渐披露，一大批业绩暴增的公司随之出炉。 根据预约披露时间表，约30家上市公司将于今日（8月12日）晚间披露半年报，从已披露的公司来看， 多家公司业绩表现亮眼。其中，臻镭科技净利润大增1006.99%；此外，鹏鼎控股、金龙鱼、株冶集团 等个股净利润增幅也超过50%。 业绩增长迅猛的还有金龙鱼和株冶集团。其中，得益于厨房食品、饲料原料及油脂科技产品的销量同比 增加，金龙鱼上半年实现营业收入1156.82亿元，同比增加5.67%；归属于上市公司股东的净利润17.56 亿元，同比增长60.07%；实现扣除非经常性损益的净利润13.89亿元，同比增长764.33%。 此外，备受市场关注的白酒龙头企业贵州茅台的半年报也在今晚披露。数据显示，公司上半年实现总营 业收入910.94亿元，同比增长9.16%；实现归母净利润454.03亿元，同比增长8.89%，业绩实现稳健增 长。 臻镭科技净利润大增超10倍 8月12日晚间，臻镭科技公告，公司今年上半年营业收入规模较上年同期显著增长，同比增长73.64%； 归属于上市公司股东的净利润同比增长1006.99%，主要是公司主营业务收入大幅增长所致。 再看鹏鼎控股 ...

Core Insights - A significant number of A-share listed companies have reported substantial earnings growth in their semi-annual reports, with many companies showing impressive performance [1][3][4] Group 1: Company Performance - Zhenray Technology reported a net profit increase of 1006.99% and a revenue growth of 73.64% year-on-year, driven by a surge in its main business income [3] - Pengding Holdings achieved a revenue of 16.375 billion yuan, up 24.75% year-on-year, and a net profit of 1.233 billion yuan, reflecting a 57.22% increase [3] - Jinlongyu's revenue reached 115.682 billion yuan, a 5.67% increase, with a net profit of 1.756 billion yuan, up 60.07% [4] - Zhuhai Group's total revenue was 10.412 billion yuan, growing 14.89%, and its net profit increased by 57.83% to 585 million yuan [4] - Kweichow Moutai reported total revenue of 91.094 billion yuan, a 9.16% increase, and a net profit of 45.403 billion yuan, up 8.89% [6] Group 2: Strategic Developments - Zhenray Technology is focusing on strategic emerging industries such as commercial aerospace and deep-sea technology, leveraging its technological advantages and strong customer service [3] - Kweichow Moutai is enhancing its international market presence, with overseas revenue of approximately 2.9 billion yuan, accounting for 3.24% of total revenue, and increasing its foreign distributor count to 115 [6] Group 3: Turnaround Stories - Zhongke Sanhuan reported a revenue of 2.922 billion yuan, down 11.17%, but turned a profit of 44 million yuan compared to a loss of 72 million yuan in the previous year [9] - Yangfan New Materials achieved a revenue of 473 million yuan, up 47.9%, and turned a loss of 21.24 million yuan into a profit of 23.14 million yuan [9] - Haineng Technology reported a revenue of 136 million yuan, a 34.87% increase, and a net profit of 547,150 yuan, recovering from a loss of 1.401 million yuan in the previous year [9]

【文/观察者网 柳白】近期中国船舶吸收合并中国重工（维权）的重磅消息，引发外界关注。 "对美竞争推动中国打造全球第一大造船企业"，《华尔街日报》8月11日为题发文称，此次合并旨在降 低成本、整合军民造船资源、强化中国在全球市场的竞争力。与此同时，美国自身造船业陷入长期衰 退，市场份额微乎其微，美国总统特朗普竟试图动用强征关税和港口费用等手段，遏制中国造船业发 展，昔日造船强国日本也企图借机力挽颓势。 学者指出，面对复杂的外部形势，中国"不会放弃"，中美造船竞争将促使中方进一步加快产业升级步 伐。 中国船舶和中国重工均为我国船舶制造行业的龙头企业，重组合并后的中国船舶将成为全球最大的船舶 上市公司。据重组预案，本次交易以换股方式进行，交易金额达1151.5亿元。 分析指出，本次交易是我国船舶工业领域的国家队、主力军之间的整合升级，也被业内认为是积极响应 国家发展战略性新兴产业"深海科技"号召，落实中央财经委员会关于推动"海洋经济"高质量发展的战略 部署，将军工、海工、高端制造等国家战略性产业力量集中化的重要实践。 香港英文媒体《南华早报》此前分析，特朗普政府对中国制造或运营船只征收高额港口费之策，令航运 业面临 ...

Core Viewpoint - The article highlights the significant performance growth of several A-share listed companies in their semi-annual reports, with notable increases in net profits and revenues, indicating a positive trend in the market. Group 1: Company Performance Highlights - Zhenray Technology reported a net profit increase of 1006.99% and a revenue growth of 73.64% year-on-year, driven by substantial growth in its main business [3][2] - Pengding Holdings achieved a revenue of 16.375 billion yuan, up 24.75% year-on-year, and a net profit of 1.233 billion yuan, reflecting a 57.22% increase [3] - Jinlongyu's revenue reached 115.682 billion yuan, a 5.67% increase, with a net profit of 1.756 billion yuan, up 60.07% [4] - Zhuhai Group's revenue was 10.412 billion yuan, growing 14.89%, and its net profit increased by 57.83% to 585 million yuan [4] - Kweichow Moutai reported total revenue of 91.094 billion yuan, a 9.16% increase, and a net profit of 45.403 billion yuan, up 8.89% [6][5] Group 2: Strategic Developments - Zhenray Technology is focusing on emerging industries such as commercial aerospace and low-altitude economy, leveraging its technological advantages and strong customer relationships to drive growth [3] - Kweichow Moutai is enhancing its digital marketing through the "i Moutai" platform, which generated 10.76 billion yuan in revenue, contributing to brand rejuvenation and increased user engagement [7] - The company is also expanding its international market presence, with overseas revenue of approximately 2.9 billion yuan, accounting for 3.24% of total revenue [7] Group 3: Turnaround Stories - Zhongke Sanhuan reported a revenue of 2.922 billion yuan, down 11.17%, but achieved a net profit of 44 million yuan, recovering from a loss of 72 million yuan in the previous year [9] - Yangfan New Materials saw a revenue increase of 47.9% to 473 million yuan and turned a loss of 21.24 million yuan into a profit of 23.14 million yuan [9] - Haineng Technology achieved a revenue of 136 million yuan, up 34.87%, and a net profit of 547,150 yuan, recovering from a loss of 1.401 million yuan [10]

天风证券指出，海外算力产业链高景气度依旧，相关产业链基本面共振更强，持续看好海外算力投 资机会。AI行业作为年度主线，伴随DeepSeek R2/V4及Agent、多模态进展，AI及AIDC产业链景气度持 续。2025年或为国内AI基础设施竞赛元年及应用落地之年，中美AI在推理端同步推进。政府工作报告 首次纳入"深海科技"，海风行业自25年起呈现明确改善趋势。 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 没有股票账户的投资者可关注国泰中证全指通信设备ETF联接A（007817），国泰中证全指通信设 备ETF联接C（007818）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金 ...

Group 1 - The article highlights the potential for significant infrastructure orders for communication and energy system integration service providers [1] - It emphasizes the underutilization of ocean resources, with land resources nearly fully developed, and the ocean covering 70% of the Earth's surface [4] - China's coastline spans 18,000 kilometers, with a total marine area of over 4.7 million square kilometers, presenting unique development advantages [4] Group 2 - The article projects that China's marine economy will exceed 100 billion in 2024, with shipping and container volumes accounting for approximately one-third of the global total [5] - It notes that China's market share in shipbuilding and offshore engineering equipment exceeds 50% globally [5] - The government report for 2025 emphasizes the development of deep-sea technology and the transition from a marine power to a marine strong nation [4]

上半年，面对下游行业回暖、需求持续向好的趋势，公司持续巩固数据链、电子对抗、无线通信终端、 新一代电台、相控阵通信等特种领域优势和市场，凭借过硬的技术功底、良好的行业口碑和优质的客户 服务，实现在手订单和在手项目同比大幅增长;同时公司紧抓商业航天、低空经济、深海科技等战略性 新兴产业发展机遇，依托先研布局和技术壁垒，前置、深入绑定客户需求，客户反馈良好认可度高，营 业收入和净利润实现大幅增长。 智通财经APP讯，臻镭科技(688270.SH)发布2025年半年度报告，报告期内，公司实现营业收入2.05亿 元，同比增长73.64%。实现归属于上市公司股东的净利润6231.97万元，同比增长1006.99%。实现归属 于上市公司股东的扣除非经常性损益的净利润5289.5万元。基本每股收益0.29元。 ...

3月20日，青岛市海洋发展局召开全市海洋重点项目推进会议，研究推进重点项目建设和招商引资 工作；3月17日，加快建设福州、厦门全国海洋经济发展示范区研讨会暨省市海洋主管部门联合工作会 商在福州召开；3月15日，深圳市规划和自然资源局（深圳市林业局）、深圳市海洋发展局与华为技术 有限公司（以下简称"华为"）签订战略合作协议，根据协议，深圳市规划和自然资源局（深圳市林业 局）、深圳市海洋发展局将携手华为，围绕国土空间管理治理、数据要素流通、资源保护利用、科技创 新、海洋经济等重点领域展开深入合作。 中国海洋大学教授吴晓在接受《证券日报》采访时表示："政策将推动行业向三大核心方向聚力发 展：一是聚力突破深海探测、装备研发及资源开发等关键核心技术，加快实现核心领域自主可控；二是 强化产业链协同创新，融合海洋工程、人工智能与新能源等领域优势，构建从基础研究，到技术攻关再 到产业转化的贯通式创新体系；三是统筹生态保护与战略安全，强化深海环境保护技术研发，同时提升 我国在国际深海治理体系中的规则制定权。" 产业链上市公司浮现 近期，深海科技概念持续火爆，成为资本市场的又一热点。同花顺数据显示，截至3月21日收盘， 自3月1 ...

Group 1 - The report highlights the issuance of the "Guiding Opinions on Financial Support for New-Type Industrialization" by seven departments, aiming to enhance the synergy between industrial and financial policies to promote new industrialization and high-quality financial services [5][19][21] - The "Basic Rules for Power Market Measurement and Settlement" have been jointly issued by the National Development and Reform Commission and the National Energy Administration, marking the initial establishment of a comprehensive rule system for the power market [5][22][24] - The 2025 World Robot Conference is set to take place in Beijing, showcasing over 1,500 exhibits from more than 200 domestic and international robotics companies, including over 100 new product launches [5][27][28] Group 2 - The report indicates that the domestic securities market has shown a mixed performance, with the CSI 1000 index experiencing the highest increase of 2.5% [7][39] - Among the first-level industries, the defense and military industry recorded the largest gain of 5.9% [7][41] - The report notes that the central bank will conduct a 700 billion yuan reverse repurchase operation to maintain liquidity in the banking system, indicating a proactive monetary policy stance [5][29][30] Group 3 - Investment recommendations include focusing on new quality productivity, particularly in sectors such as artificial intelligence, innovative pharmaceuticals, robotics, low-altitude economy, deep-sea technology, and controllable nuclear fusion [8][10][52] - There is an emphasis on boosting consumption to expand domestic effective demand, with suggestions to pay attention to new consumption, home appliances, and automobiles [10][52] - The report also highlights the potential for stable returns from high-dividend assets and suggests that gold may see sustained demand as a safe-haven asset amid geopolitical tensions and global economic uncertainties [10][52]