Group 1 - The domestic aircraft carrier concept sector rose by 3.92%, ranking fourth among concept sectors, with 34 stocks increasing in value [1][2] - Notable gainers included Guorui Technology with a 20% limit up, and other stocks like Optoelectronics, Aviation Industry Corporation of China, and Taihao Technology also reached their limit up [1][2] - The sector saw a net inflow of 1.745 billion yuan, with 26 stocks receiving net inflows, and five stocks exceeding 100 million yuan in net inflow [2][3] Group 2 - The top three stocks by net inflow were Taihao Technology (307 million yuan), China Shipbuilding (226 million yuan), and Aviation Industry Corporation of China (222 million yuan) [2][3] - The net inflow ratios for leading stocks were Taihao Technology at 33.60%, North Navigation at 27.00%, and Aviation Industry Corporation of China at 22.61% [3] - Stocks with significant increases included Guorui Technology (20.02%), Optoelectronics (10.03%), and Taihao Technology (10.00%) [4][5]

Group 1 - The successful delivery of the LNG dual-fuel car carrier "Wenjingkou" marks a significant investment of $273 million for building three vessels, aimed at supporting the export of domestic new energy vehicles and engineering vehicles, thus promoting the development of high-end shipping industry clusters in the Tianjin region [1] - Tianjin has implemented a port-industry-city integration development action plan, optimizing its logistics hub services and establishing a layout that connects ports, industries, and cities, thereby enhancing economic growth through maritime activities [1] - Blue finance plays a crucial role in driving the transformation and upgrading of port-related industries, facilitating the gathering of shipping resources, and promoting mutual empowerment between port and industry [1] Group 2 - The Tianjin Financial Regulatory Bureau is actively guiding financial institutions to align with international standards, enhancing blue finance services for the marine economy and port-industry-city integration [2] - As of the end of Q1 2025, the loan balance for key projects related to port-industry-city integration in Tianjin reached 32.674 billion yuan, demonstrating strong financial support for these initiatives [2] - In the first four months of this year, Tianjin's shipping insurance provided risk coverage totaling 855.205 billion yuan, with claims paid amounting to 21.3 million yuan, indicating robust support for foreign trade industries [2] Group 3 - The Tianjin Financial Regulatory Bureau has successfully expanded the leasing scope for financial leasing companies, allowing them to engage in projects related to new energy equipment, mining machinery, and satellite services, thereby enhancing blue finance capabilities [3] - As of the end of April 2025, the asset balance for water transportation equipment in Tianjin's financial leasing companies reached 152.311 billion yuan, reflecting a 2.14% increase since the beginning of the year [3] Group 4 - The Tianjin Financial Regulatory Bureau has released ten significant blue finance case studies focusing on mechanism innovation, ecological protection, risk assurance, and strategic priorities, showcasing various innovative financial solutions [4] - Notable collaborations include a partnership between Bohai Bank, China Export & Credit Insurance Corporation, and Minsheng Financial Leasing, which facilitated nearly $200 million in financing for cross-border leasing, supporting the export of Chinese shipbuilding and high-end equipment [4] - Innovative financial products such as ecological environment-oriented development loans and customized financial service plans for seawater desalination projects exemplify the role of blue finance in supporting ecological protection and clean water resource development [4]

每年4—5月，珞珈山下都会举行一场仪式，欢迎从南极、北极归来的科考师生。这些参加极地测绘科考的武汉大学师生，乘坐破冰船 远渡重洋抵达南极、北极。他们41年接续科考的路径，是武汉与远洋之间最远的一段距离，也是武汉与远洋之间最"近"的一段距离。 而距武汉大学（信息学部）不远处的武汉理工大学（马房山校区），则是武汉直通远洋、大海的另一个重要"出海口"。由武汉理工大 学科研人员设计的各种新型江海联运、江海直达和江洋直达的船舶，这几年一艘艘交付，游弋于江海。武汉，这座不靠海的江城，以学科 与产业深度融合为舟，在船舶设计与"智"造领域开辟通江达海的广阔航道，成为内陆开放高地——一座靠海很"近"的城市。 武汉理工大学"船承焕新生"企业课堂。通讯员杨立泉 供图 面朝大海 武汉驶出中国船舶业多个"第一" 在中国船舶产业链中，武汉占据重要地位。作为内陆唯一的"船舶与海洋工程装备国家新型工业化产业示范基地"，武汉拥有完备的船 舶产业链，涵盖研发、设计、制造、配套等环节，相关企事业单位超100家，船舶设计能力位居国内前列。 春暖花开 武汉船舶人才格外抢手 6月22日上午，在武汉理工大学船海与能源动力工程学院水润滑轴承性能实验室，该校 ...

证券简称：中船防务 股票代码：600685 公告编号: 2025-021 中船海洋与防务装备股份有限公司 第十一届监事会第十三次会议决议公告 本公司监事会及全体监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。 中船海洋与防务装备股份有限公司（以下简称"本公司"）第十一届监事会第十三次会议于2025年6月23 日（星期一）以通讯表决方式召开，监事会会议通知和材料于2025年6月20日（星期五）以电子邮件方 式发出。本公司全体监事参加表决，并形成决议，符合《公司法》和本公司《公司章程》的有关规定， 所作决议合法有效。会议通过了如下议案： 1、通过《关于聘请公司2025年度财务报表及内部控制审计机构的预案》。 同意聘请信永中和会计师事务所（特殊普通合伙）为本公司2025年度财务报表及内部控制审计机构，审 计费用合计人民币158万元（含税），其中财务报表审计费用为130万元（含税），内部控制审计费用为 28万元（含税）。 表决结果：赞成5票，反对0票，弃权0票。 中船海洋与防务装备股份有限公司 监 事 会 2025年6月23日 证券代码：600685 证 ...

消息面上，央国企并购重组提速，近日，两大船舶央企——中国船舶工业股份有限公司与中国船舶重工 股份有限公司的合并取得实质性进展。根据中国船舶稍早之前披露的信息，此次双方合并，中国船舶为 吸收合并方，中国重工（维权）为被吸收合并方。中国船舶将以向中国重工全体换股股东发行A股股票 的方式换股吸收合并中国重工。从今年年初开始，淮河能源集团、国家电投集团、华电国际、上海电力 等多家能源电力国企央企纷纷启动重大资产重组，推动国有资本向能源安全核心领域、新型电力及新能 源前瞻性领域等关键领域集中。 东吴证券指出，近年国内利率中枢持续下行，国内各类资产的投资回报率预期也整体走弱，当前相比 A 股，港股红利的股息率更具吸引力。港股恒生高股息指数的股息率达 8.1%，中证红利指数股息率为 5.8%。即使扣除 20%的分红税，港股红利资产经税后的实际收益水平仍显著优于 A 股同类资产。 截至2025年6月23日 13:15，恒生央企ETF(513170)上涨0.89%，最新价报1.35元。截至6月20日，恒生央 企ETF近1年净值上涨18.78%。 流动性方面，恒生央企ETF盘中换手1.61%，成交848.99万元。拉长时间看，截 ...

研究报告 股指周报 涨跌分化，中小盘品种承压 【行情复盘】 投资咨询业务资格： 证监许可【2012】1087 号 金融板块研究员：邓夏羽 6 月 20 日，A 股三大指数今日集体收跌，沪指跌 0.07%， 收报 3359.90 点；深证成指跌 0.47%，收报 10005.03 点；创业 板指跌 0.84%，收报 2009.89 点。行业板块涨少跌多，船舶制 造、保险、航运港口、电子化学品、酿酒行业、银行板块涨幅 居前，采掘行业、文化传媒、贵金属、游戏、互联网服务、电 源设备、多元金融板块跌幅居前。 上周股指期货集体收跌，中小盘品种跌幅显著大于大盘蓝 筹。具体数据如下： | 邮箱：383566967@qq.com | | 品种 | | 主力合约代码 | 6 月 20 收盘价 | 6 月 13 收盘价 | 周涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | --- | | 年 月 日星期一 报告日期：2025 6 23 | 沪深 | 300 | 期货 | IF2506 | 3,849.2 | 3,856.4 | -0.19% | | | 上证 | 50 | 期货 ...

Core Insights - The second China (Changxing Island) LNG Ship Industry Chain Development Conference was held, highlighting the strategic importance of Changxing Island in Shanghai's shipbuilding and marine engineering sector [1] - By 2024, the industrial output value of Changxing Island is expected to exceed 81 billion yuan, accounting for over two-thirds of Shanghai's shipbuilding and marine engineering output and one-ninth of the national shipbuilding industry [1] - The implementation plan aims for the shipbuilding and marine engineering industry on Changxing Island to exceed 120 billion yuan by 2027, representing 70% of Shanghai's total [1] Industry Development Plans - The implementation plan includes the construction of a world-class modern shipbuilding base, focusing on large LNG carriers, aircraft carriers, and large cruise ships [1] - Shanghai is advancing the development of Changxing Island into five world-class high grounds, including high-end equipment manufacturing and core technology innovation [2] - The goal is to achieve over 80% of new orders for high-tech ship types and a global market share of over 70% for port equipment [2] Future Goals - The plan aims to establish over 100 key supporting enterprises and achieve over 80% in key equipment matching levels [2] - The initiative includes the establishment of more than four green intelligent factories with an automation rate exceeding 70% [2] - The integration of production and urban development is emphasized, with support for resources such as land, capital, and talent [2]

Market Overview - On June 20, the A-share market saw all three major indices close lower, with the Shanghai Composite Index down 0.07% to 3359.90 points, the Shenzhen Component down 0.47% to 10005.03 points, and the ChiNext Index down 0.84% to 2009.89 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 10,677 billion yuan, a decrease of 1,829 billion yuan compared to June 19 [1] - The market experienced a decline in trading volume and a net outflow of nearly 30 billion yuan in main funds on June 20 [3] Sector Performance - The shipbuilding, insurance, shipping ports, electronic chemicals, liquor, and banking sectors showed the most significant gains, while the mining, cultural media, precious metals, gaming, internet services, power equipment, and diversified finance sectors faced the largest declines [1] - The liquor sector demonstrated resilience, with 29 out of 37 stocks rising despite some afternoon adjustments, supported by favorable commentary regarding the regulation of alcohol consumption among public officials [2] - Solid-state batteries and photovoltaic concepts saw a broad increase, driven by fluctuations in international oil prices due to Middle Eastern tensions, highlighting a renewed interest in stable and clean energy sources [2] Company Insights - Xiangtan Electric, a notable player in the battery materials and wastewater treatment sector, experienced a significant stock price increase, attributed to its status as a leading global supplier of electrolytic manganese dioxide, widely used in battery applications [3] - In Q1 2025, Xiangtan Electric reported earnings per share of 0.08 yuan and a net profit of 47.32 million yuan, reflecting a year-on-year decline of 2.54% [3] - The company has established joint research and development mechanisms with several solid-state and semi-solid battery enterprises, indicating a strategic focus on innovation and collaboration in the energy sector [3]

中国船舶重工集团海洋防务与信息对抗股份有限公司 关于股东大会开设网络投票提示服务的公告 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。 证券代码：600764 股票简称：中国海防 编号：临 2025-022 。 为更好地服务广大中小投资者，确保有投票意愿的中小投资者能够 及时参会、便利投票，公司拟使用上证所信息网络有限公司（以下简称 "上证信息"）提供的股东大会提醒服务，委托上证信息通过智能短信 等形式，根据股权登记日的股东名册主动提醒股东参会投票，向每一位 投资者主动推送股东大会参会邀请、议案情况等信息。投资者在收到智 能短信后，可根据《上市公司股东大会网络投票一键通服务用户使用手 册》 （下载链接：https://vote.sseinfo.com/i/yjt_help.pdf）的提示 步骤直接投票，如遇拥堵等情况，仍可通过原有的交易系统投票平台和 互联网投票平台进行投票。若广大投资者对本次服务有任何意见或建议， 可通过邮件、投资者热线等方式向公司反馈，感谢广大投资者对公司的 关注与支持。 特此公告。 中国船舶重工集团海洋 ...

Core Viewpoint - The delivery of the first domestically built 16,000 TEU methanol dual-fuel container ship "COSCO Shipping Yangpu" marks significant breakthroughs in China's shipbuilding industry, positioning the country at the forefront of global shipping's green and low-carbon transition [1] Group 1 - The ship was constructed by Yangzhou COSCO Shipping Heavy Industry [1] - This delivery represents the first order for a large methanol dual-fuel container ship by a domestic shipowner, the first delivery of such a vessel by a domestic shipyard, and the first practical application of domestically produced methanol engines [1] - The achievement provides a "Chinese solution" for the global shipping industry's green and low-carbon transformation [1]