截至发稿，崔蕾累计任职时间7年19天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 164.23%， 任职期间最差基金回报-16.8%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从天海防务十大流通股东角度 数据显示，南方基金旗下1只基金位居天海防务十大流通股东。南方中证1000ETF（512100）三季度减 持11.89万股，持有股数1264.89万股，占流通股的比例为0.77%。根据测算，今日浮盈赚取约543.9万 元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模766.3亿。今年以来收益20.09%，同类 排名2059/4209；近一年收益14.36%，同类排名2433/3982；成立以来收益6.27%。 南方中证1000ETF（512100）基金经理为崔蕾。 11月24日，天海防务涨5.28%，截至发稿，报8.58元/股，成交37.96亿元，换手率27.81%，总市值148.26 亿元。 资料显示，天海融合防务装 ...

中国工程院2025年外籍院士增选共选举产生24位中国工程院外籍院士。 现予公布。 中国工程院 2025年11月21日 | 序号 | 姓名 | 国籍 | 研究方向 | | --- | --- | --- | --- | | i | 比罗尔 丹德若克 (Birol Dindoruk) | 美国 | 石油与天然气工程 | | 2 | 彼得 大卫·路德 (Peter David Lund) | 芬兰 | 动力工程及工程热物理 | | 3 | 学机是 (Bikash C. Pal) | 英国 | 电气工程 | | प | 帕维尔 达拉拉伊 (Pavel Talalay) | 度罗斯 | 地质与矿产探测 | | 序号 | 姓名 | 国籍 | 研究方向 | | --- | --- | --- | --- | | 1 | 伯恩哈德·沐乐· (Bernhard MULLER) | 德国 | 域乡规划与发展 | | 19 | 中大学 | 如意十 | + + T (0)(1) | | 序号 | 姓名 | 国際 | 研究方向 | | --- | --- | --- | --- | | 1 | 学院 | 英国 | 机械制造与自动化 | ...

证券日报网讯天海防务（300008）11月17日发布公告，在公司回答调研者提问时表示，关于机器人方 面，公司目前主要聚焦于设备的应用与系统集成。"水下机器人"本身是一个涵盖范围很广的概念，具体 定义因作业水深、功能用途等因素而异。公司围绕现有船舶与海洋工程及特种无人船艇业务，在具体应 用场景中发挥水下机器人集成与配套应用。如公司设计的船舶平台、饱和潜水船、特种无人船艇等产品 中，会根据需要搭载或推荐使用ROV设备，协助船东完成各类水下作业。因此，公司具备ROV相关的 应用场景和实践基础，但业务模式以系统集成和设备应用为主，目前暂不涉及ROV产品的直接研发与 生产。 ...

人民财讯11月17日电，天海防务（300008）近日在机构调研时表示，关于机器人方面，公司目前主要聚 焦于设备的应用与系统集成。"水下机器人(ROV)"本身是一个涵盖范围很广的概念，具体定义因作业水 深、功能用途等因素而异。公司围绕现有船舶与海洋工程及特种无人船艇业务，在具体应用场景中发挥 水下机器人集成与配套应用。如公司设计的船舶平台、饱和潜水船、特种无人船艇等产品中，会根据需 要搭载或推荐使用ROV设备，协助船东完成各类水下作业。因此，公司具备ROV相关的应用场景和实 践基础，但业务模式以系统集成和设备应用为主，目前暂不涉及ROV产品的直接研发与生产。 ...

Group 1 - Innovation has become the main engine for promoting high-quality development in China, with a shift from quantity to quality and from low-end to high-end industries [1][2] - During the 14th Five-Year Plan, China is focusing on developing new productive forces and integrating technological and industrial innovation, resulting in significant achievements [2] - By 2024, China's total R&D expenditure is expected to increase by nearly 50% compared to the end of the 13th Five-Year Plan, with R&D intensity reaching 2.69%, close to the OECD average [2] Group 2 - The digital economy's core industries are projected to account for about 10% of GDP by 2024, with new industries and business models, such as "Artificial Intelligence+", rapidly emerging [2] - Over the past four years, China's GDP average growth rate reached 5.5%, with significant milestones achieved at 110 trillion, 120 trillion, and 130 trillion yuan [3] - Achievements in economic development, technological innovation, social welfare, ecological civilization, and security have been made despite external pressures and challenges [3]

Core Insights - China's technology sector is experiencing significant growth, with major innovations such as the C919 aircraft and Chang'e 6 lunar mission showcasing the country's advancements in technology and innovation [1][3] - Cities like Hangzhou and Hefei are emerging as innovation hubs, demonstrating the effectiveness of China's technology-driven development model [2][6] - The "14th Five-Year Plan" emphasizes innovation as a key strategy for national development, leading to increased R&D investment and improved global rankings in innovation [3][5] Group 1: Investment and Growth - China's R&D expenditure reached a new high, with a nearly 50% increase compared to the end of the "13th Five-Year Plan," amounting to an additional 1.2 trillion yuan [3] - The intensity of R&D investment rose to 2.68%, approaching the OECD average, reflecting a strong commitment to innovation [3] - The high-tech manufacturing sector's added value grew by 42% compared to the end of the "13th Five-Year Plan," indicating robust industrial growth [11] Group 2: Technological Achievements - Major technological breakthroughs include the operation of the first fourth-generation nuclear power plant and the successful launch of the domestic large aircraft [5][9] - China's achievements in artificial intelligence, quantum technology, and space exploration have led to multiple global firsts, showcasing the country's technological prowess [9][11] - The number of innovative drugs in development has reached over 4,000, accounting for approximately 30% of the global total, highlighting advancements in the pharmaceutical sector [11] Group 3: Policy and Institutional Support - The Chinese government has prioritized innovation in its national development strategy, with a focus on high-level self-reliance in technology [6][12] - The establishment of a supportive innovation ecosystem is crucial, with efforts to enhance the role of enterprises in technological innovation and improve the business environment [12] - The emphasis on cultivating high-level innovative talent is essential for sustaining technological advancements and achieving self-reliance [12]

Core Insights - Shanghai's import and export value reached 387.43 billion yuan in August, marking seven consecutive months of growth since February this year [1] - In August, Shanghai's export value hit 183.08 billion yuan, a year-on-year increase of 17.1%, achieving a historical milestone of exceeding 180 billion yuan in a single month [1] - For the first eight months of this year, Shanghai's foreign trade value totaled 2.94 trillion yuan, reflecting a growth of 4.5%, with notable activity from private enterprises and significant increases in exports to emerging markets [1] Export Performance - Exports to emerging markets such as Africa, ASEAN, the Middle East, and India totaled 53.74 billion yuan in August, representing a year-on-year growth of 45%, with shipbuilding and marine engineering equipment, as well as construction machinery, showing remarkable growth of 1060% and 72.8% respectively [1] - The green product sector in Shanghai has seen significant demand, with exports of electric vehicles, lithium batteries, and photovoltaic products growing by 37.1%, 112.1%, and 39% respectively in August [2] - High-end manufacturing products, including high-end machine tools and equipment, have also maintained double-digit growth [2] Government Support - The Shanghai government has actively supported foreign trade growth, organizing 245 enterprises to participate in 38 overseas trade exhibitions since the second half of this year, with an intended contract value of 23.68 million USD [2] - These exhibitions focus on key industries such as high-end manufacturing, digital economy, biomedicine, and green energy, with the municipal commerce department providing support for exhibition fees [2]

Core Viewpoint - Tianhai Defense experienced a decline of 1.07% in stock price on September 17, with a trading volume of 319 million yuan, indicating a potential shift in investor sentiment and market dynamics [1] Financing Summary - On September 17, Tianhai Defense had a financing buy amount of 27.81 million yuan and a financing repayment of 38.10 million yuan, resulting in a net financing outflow of 10.29 million yuan [1] - The total financing and margin trading balance for Tianhai Defense reached 587 million yuan, accounting for 5.51% of its market capitalization, which is above the 50th percentile level over the past year, indicating a relatively high financing level [1] - The company had no shares repaid in margin trading on September 17, with 21.25 million yuan in margin balance, also exceeding the 50th percentile level over the past year [1] Business Performance - For the first half of 2025, Tianhai Defense reported a revenue of 1.843 billion yuan, representing a year-on-year growth of 22.00%, and a net profit attributable to shareholders of 126 million yuan, reflecting a significant increase of 106.69% year-on-year [2] - The company's main business revenue composition includes 92.05% from shipbuilding and marine engineering, 1.97% from design services, and smaller contributions from energy and defense equipment sectors [1] Shareholder Information - As of September 10, the number of shareholders for Tianhai Defense was 130,100, a decrease of 5.47% from the previous period, while the average circulating shares per person increased by 5.78% to 12,661 shares [2] - Notable institutional holdings include the Guotai CSI Military Industry ETF as the third-largest shareholder with 16.03 million shares, and several other ETFs as new shareholders, indicating growing institutional interest [3]

Group 1 - The "White Paper" outlines the achievements and strategies of Nansha's development over the past three years, focusing on the implementation of the "Nansha Plan" and its five major tasks [1] - Nansha has established itself as a hub for technological innovation, with 19 joint technology projects initiated and the Hong Kong University of Science and Technology (Guangzhou) accelerating its development in the region [1][2] - The region has become a leader in various industries, including a breakthrough in the shipbuilding and marine engineering sector with an output value exceeding 30 billion yuan [2] Group 2 - Nansha has created a vibrant entrepreneurial ecosystem, with 15 youth innovation bases established, incubating 2,336 projects, and generating an annual output value of 3 billion yuan [2] - The Nansha Port has become the largest and most comprehensive hub in South China, with a projected container throughput of 20.49 million TEUs in 2024, ranking among the top globally [2] - Financial market connectivity has been enhanced through the establishment of the Guangzhou Futures Exchange, with a cumulative transaction volume of approximately 25 trillion yuan [2][3] Group 3 - The strategic emerging industries in Nansha now account for 37.8% of GDP, with R&D intensity rising to 5.48%, and the number of high-tech enterprises growing at an annual rate of 21.5% [3] - The region aims to leverage opportunities for comprehensive cooperation with Hong Kong and Macau, focusing on enhancing Nansha's development capabilities towards the 2035 goals [3]

Core Insights - The "Future" deep-sea green intelligent technology test ship, China's first of its kind, was named and delivered on July 23, marking a significant advancement in the country's shipbuilding industry towards green and intelligent transformation [1][2] - The ship serves as a mobile ocean laboratory, providing a real marine testing platform for domestic ship equipment, which is crucial for the verification and promotion of domestic technologies [2] Group 1: Ship Specifications and Features - The "Future" ship is 110.8 meters long with a full-load displacement of 7,000 tons and a range exceeding 10,000 nautical miles [1] - It features modular design, allowing for flexible installation of various deep-sea equipment, including 10-ton cargo and manned/unmanned submersibles, enhancing its adaptability for different research needs [1] Group 2: Functional Capabilities - The primary function of the "Future" ship is to serve as a marine testing platform for domestic intelligent devices and systems, enabling real-time verification of equipment performance in extreme deep-sea conditions [2] - The ship's innovative hull design allows for safe deployment of equipment into the ocean, facilitating real-world testing at depths of 1,000 to 3,000 meters [2] - It is equipped with multi-disciplinary laboratories and a data center, supporting various marine scientific experiments, including biological, hydrological, and geological sampling and analysis [2]