智通财经APP讯，中国船舶(600150.SH)发布公告，公司拟开展吸收合并重大资产重组项目的异议股东 收购请求权有关事宜。为确保异议股东收购请求权的实施顺利进行，公司股票将自2025年8月13日(即异 议股东收购请求权申报首日)开市起连续停牌,并将于刊登异议股东收购请求权申报结果公告当日复牌。 ...

人民财讯8月4日电，中国船舶（600150）8月4日晚间公告，公司拟以向中国重工（601989）全体换股股 东发行A股股票的方式换股吸收合并中国重工。本次交易将通过上交所交易系统向全体异议股东提供平 台申报，实施其所持异议股份的收购请求权。为确保异议股东收购请求权的实施顺利进行，公司股票将 自2025年8月13日(即异议股东收购请求权申报首日)开市起连续停牌。 ...

中国船舶：拟开展吸收合并重大资产重组项目的异议股东收购请求权有关事宜，股票停牌。 ...

8月4日，上证指数涨0.66%，收报3583.31点，恒生指数涨0.92%，收报24733.45点。 中船防务AH溢价达91.53%，位居AH股溢价率第37位。当日收盘，中船防务A股报28.19元，涨幅 3.3%，H股报16.1港元，上涨7.33%。 本文源自：金融界 资料显示，中船海洋与防务装备股份有限公司是中国船舶集团有限公司属下的大型造船骨干企业之一, 其前身是广州广船国际股份有限公司。公司于1993年在上海和香港上市,是中国第一家A+H股上市造船 企业。 为推动行业兼并整合,实现战略性产能布局,增强综合竞争力,2014年、2015年,中船防务先后收购 了中船龙穴造船有限公司、中船黄埔文冲船舶有限公司,完成了对中船集团在华南地区优质造船资产的 整合,成为集海洋防务装备、海洋运输装备、海洋开发装备和海洋科考装备四大海洋装备于一体的大型 综合性海洋与防务装备企业集团。 今天,中船防务已经描绘出了致力于"成为全球海洋与重型装备市场技 术领先、服务卓越的一流企业"的宏伟蓝图。 *注：AH股是指同时在A股和港股上市的公司，溢价（A/H）越大，说明H股相比A股越便宜。 作者：行情君 ...

格隆汇8月4日｜港股三大指数午后持续走高，全天呈现低开高走的单边上涨行情，终结此前连续下跌行 情。恒生科技指数一马当先，最终收涨1.55%，恒生指数、国企指数分别上涨0.92%及1.01%。 | 什么 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 02145 | 下美股份 | 82.350 | 8.86% | | 09863 | 零跑汽车 | 63.500 | 8.73% | | 06181 | 老铺黄金 | 733.000 | 6.23% | | 01364 | 古客 | 24.300 | 5.88% | | 02367 | 巨子生物 | 57.900 | 4.23% | | 09992 | 泡泡玛特 | 251.000 | 3.21% | | 09868 | 小鹏汽车-W | 73.300 | 2.81% | | 09985 | 卫龙美味 | 12.310 | 2.75% | | 01810 | 小米集团-W | 54.550 | 2.15% | | 01405 | 达势股份 | 85.750 | 1.90% | | 09896 | 名创优品 | 37. ...

Core Insights - Jining is accelerating its port-industry-city integration development, achieving a port cargo throughput of 55.75 million tons in the first half of 2025, a year-on-year increase of 10.4% [1] - The city is focusing on the development of green shipping, with significant growth in the demand for new energy vessels, evidenced by a threefold increase in orders compared to the same period last year [2][3] - Jining's port and shipping capabilities are improving, with the total navigable waterway length exceeding 650 kilometers, maintaining the top position in the province for inland waterways [5] Port-Industry-City Integration - The integration of port, industry, and city is being realized through the establishment of seven major port operation areas and the construction of "seven hundred billion" port industrial parks [8] - The Liangshan Port coal and steel logistics park has attracted investments from 58 Fortune 500 companies, contributing to the formation of a trillion-level industrial cluster [8] - The Jining Port's strategic position as a core port in the Shandong provincial plan enhances its role in the national logistics network [9] Green Shipping Development - The demand for green vessels is being stimulated by favorable policies, including free passage for new energy vessels on the Grand Canal and national subsidies [3] - Shandong New Energy Shipbuilding Co. has established a production capacity for 2,000-5,000 ton inland new energy vessels, with 168 signed contracts and 90 vessels under construction [3][4] - The company has achieved significant technological advancements, including a 90% reduction in pollutant emissions for pure electric vessels [2] Logistics and Transportation Enhancements - Jining's logistics capabilities are expanding with the completion of key projects, such as the renovation of the Shunda Port terminal and the early operation of the Liangshan Port freight line [5] - The Dragon Gong Port has become a demonstration port for container shipping with the highest level of intelligence in the country, handling 146,500 TEUs in the first half of the year [5][6] - New multi-modal transport routes have been established, enhancing the logistics network and reducing costs for local agricultural products [6][7] Future Development Plans - Jining aims to become a northern inland shipping center, with plans to revise the overall port plan and develop a five-year plan for 2026-2030 [9] - The city will focus on building five major centers, including a commercial logistics center and a green ship manufacturing center, to support its integration strategy [9]

Group 1: Market Overview - The Hang Seng Index rose by 0.49%, gaining 119 points to close at 24,627 points, while the Hang Seng Tech Index increased by 0.93%. The morning trading volume in Hong Kong was HKD 126.5 billion [1] Group 2: Gold Stocks - Gold stocks experienced a collective rise due to weaker-than-expected U.S. non-farm payroll data, which led to a significant rebound in gold prices. Analysts suggest that interest rate cut expectations are supporting gold prices. Lingbao Gold (03330) rose by 4%, Chifeng Jilong Gold (06693) increased by 8.7%, and Shandong Gold (01787) saw an 8.8% rise. Laopu Gold (06181) rebounded by 5.5% after a profit warning, with Morgan Stanley predicting strong performance in the second half of the year [1] Group 3: Semiconductor Stocks - Semiconductor stocks led the gains, driven by regulatory concerns over H20 safety risks and the acceleration of domestic AI computing chip production. Hua Hong Semiconductor (01347) rose by 6.46%, Shanghai Fudan (01385) increased by 5.92%, and SMIC (00981) gained 2.8%. InnoCare Pharma (02577) surged over 12% following a partnership with NVIDIA to promote the large-scale implementation of 800 VDC power architecture in AI data centers [1] Group 4: Healthcare Sector - Zhaoke Ophthalmology-B (06622) rose over 7% after its drug Mephalan received orphan drug designation from the U.S. FDA [2] Group 5: Company Performance - Juxing Legend (06683) increased by 4% as the company launched a collaboration plan with numerous trendy artists and formed a strategic partnership with Yushu Technology. China Shipbuilding Defense (00317) rose by 4.3%, supported by verified profit releases from domestic shipbuilding companies and strong new ship order reserves at Huangpu Wenchong [3] - Xinyi Glass (00868) fell over 3% post-earnings due to a continuous decline in the average selling price of float glass products, resulting in a 59.6% year-on-year drop in mid-term net profit [4] - China Resources Medical (01515) dropped by 15.8% after issuing a profit warning, expecting a year-on-year decline of approximately 20% to 25% in mid-term profit attributable to shareholders [5]

| 指数 | 最新 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 3567.02 | 0.2% | | 深证成指 | 10960.75 | -0.28% | | 创业板指 | 2311.27 | -0.49% | | 沪深300 | 4054.75 | 0.0% | 每经AI快讯：北京时间8月4日11:30，上证指数早盘上涨7.07点，涨幅为0.2%，报收3567.02点，成交额3984.28亿元；深证成指下 跌30.57点，跌幅为0.28%，报收10960.75点，成交额5223.76亿元；创业板指下跌11.36点，跌幅为0.49%，报收2311.27点，成交 额2631.66亿元；沪深300下跌0.18点，跌幅为0.0%，报收4054.75点，成交额1819.64亿元。 涨幅前五的行业分别是航天航空3.71%、贵金属3.46%、珠宝首饰2.08%、游戏1.74%、船舶制造1.64%。 跌幅前五的行业分别是医药商业-1.44%、医疗服务-1.45%、生物制品-1.4%、化学制药-1.37%、光伏设备-1.23%。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据 ...

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints - Last week, the A-share market and domestic stock index futures market both experienced a collective correction. This week, stock index futures are expected to show a volatile and relatively stable trend, with upward movement limited by weak economic data and downward movement supported by policies [2][5][25]. 3. Summary by Directory Market Performance - On August 1st, the three major A-share indexes slightly declined. The Shanghai Composite Index fell 0.37% to 3559.95 points, the Shenzhen Component Index dropped 0.17% to 10991.32 points, and the ChiNext Index decreased 0.24% to 2322.63 points. The trading volume of the two markets was 15984 billion yuan, a significant reduction of 3377 billion yuan from the previous day [2]. - Last week, the main contracts of domestic stock index futures all declined. The weekly decline rates of CSI 300 futures, SSE 50 futures, CSI 500 futures, and CSI 1000 futures were -2.10%, -1.52%, -1.80%, and -0.95% respectively [5]. - Last week, 30-year and 10-year treasury bond futures rose, while 5-year and 2-year treasury bond futures fell [6]. Fundamental Analysis - The National Development and Reform Commission has established a regular communication and exchange mechanism with private enterprises, held 17 symposiums, and communicated face-to-face with nearly 80 private enterprises. It has also conducted more than 500 discussions with private enterprises through various means, and provincial, municipal, and county development and reform departments have held more than 20,000 private enterprise symposiums. The comprehensive service platform for private economic development has received more than 2400 problem requests since its launch more than half a year ago [7]. - The People's Bank of China held a work meeting for the second half of 2025, stating that since 2025, it has strengthened situation analysis, prepared policy reserves, introduced a package of monetary policy measures, and effectively promoted various tasks [8]. - The Ministry of Finance conducted the first reissuance of the 2025 ultra-long-term special treasury bonds (Phase III). The reissued bonds are 50-year fixed-rate interest-bearing bonds with a competitive tender face value of 35 billion yuan and a coupon rate of 2.10%. As of August 1st, 796 billion yuan of ultra-long-term special treasury bonds have been issued, reaching 61% of the annual issuance plan [8]. - Last week, the central bank conducted 1663.2 billion yuan of reverse repurchase operations in the open market, with 1656.3 billion yuan of reverse repurchases maturing, resulting in a net investment of 6.9 billion yuan. This week, 1663.2 billion yuan of reverse repurchases will mature [9]. Valuation Analysis - As of August 1st, the PE, PB, and their respective percentile points of the CSI 300, SSE 50, CSI 500, and CSI 1000 indexes are provided [12]. - The concept and calculation formulas of the stock-bond yield spread are introduced [22]. China - Buffett Indicator - On July 31st, 2025, the ratio of total market capitalization to GDP was 80.03%. The percentile of the current "total market capitalization/GDP" in historical data was 75.10%, and in the past 10 years' data, it was 73.51% [24]. Comprehensive Analysis - The A-share market is expected to maintain a volatile pattern this week. The macro environment presents a game between "policy support" and "weak economic recovery." The extension of the 24% reciprocal tariff suspension period between China and the US has alleviated market concerns, but structural contradictions remain [25]. - In July, the manufacturing PMI dropped to 49.3%, indicating continued pressure on corporate profits. However, policy support continues, and consumer and manufacturing sectors may receive support [25]. - In terms of market style, funds may continue to rotate between defensive sectors and policy-driven sectors. The convergence of stock index futures discounts reflects a weakening of short-selling pressure, but the high proportion of net short positions in the IM contract means that the volatility risk of small and medium-cap stocks needs to be watched out for [25].

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 二、分配方案 1.发放年度：2024年年度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本710,629,386股为基数，每股派发现金红利0.059元（含税）， 共计派发现金红利41,927,133.77元。 三、相关日期 ■ 四、分配实施办法 本次利润分配方案经公司2025年6月27日的2024年年度股东会审议通过。 个人股东及证券投资基金在股权登记日后转让股票时，将按照上述通知有关规定执行差别化个人所得 税，由中国结算上海分公司根据其持股期限计算实际应纳税额，由证券公司等股份托管机构从个人资金 账户中扣收并划付中国结算上海分公司，中国结算上海分公司于次月5个工作日内划付至公司，公司将 在收到税款当月的法定申报期内向主管税务机关申报缴纳。具体实际税负为：持股期限在1个月以内 （含1个月）的，其股息红 ...