【 导读 】中核科技终止 筹划重大资产重组，系 市场环境及标的公司 有变 中国基金报记者 闻言 7月7日晚间，中核科技公告称，公司决定终止发行股份购买西安中核核仪器股份有限公司 （以下简称中核西仪）98.87%股份并募集配套资金的交易事项。 公告显示，中核科技筹划本次交易预计构成重大资产重组与关联交易，并且符合其所处行业 通过并购重组方式强化竞争力的发展趋势。 同时，上述交易是中国核工业集团有限公司（以下简称中核集团）将优质资产注入其控股上 市公司的重要举措。据悉，中核科技与中核西仪均由中核集团控制。 官网显示，中核集团是中央直接管理的特大型国有重要骨干企业，也是国家核科技工业的主 体，资产规模约为1.4万亿元。 市场环境与中核西仪有变 中核科技公告称，公司决定终止本次交易事项，主要是当前市场环境及中核西仪的实际情 况，相比 于 本次交易 的 筹划初期发生了 一定的变化。 交易预案显示，截至2024年9月30日，中核科技的总资产为26.63亿元，净资产为14.91亿 元。 2022年、2023年及2024年前三季度，中核科技的营业收入分别为11.49亿元、13.24亿元、 6.63亿元，净利润分别为1.77亿 ...

【导读】深交所将于7月21日发布深证专精特新指数、创业板专精特新2条指数 又有重要指数即将发布！ 据官方消息，深交所将于7月21日发布深证专精特新指数（代码为399268）和创业板专精特新指数（代码为399267）两条指数。 这两条聚焦"专精特新"的指数的发布，是积极响应创新驱动发展战略的重要实践，也是助力以科技创新引领新质生产力发展的一 项务实举措。 深交所将发布两条"专精特新"指数 7月7日，深交所全资子公司深圳证券信息有限公司（以下简称深证信息）发布公告，将于2025年7月21日发布深证专精特新指数 和创业板专精特新指数。 两条指数均采用自由流通市值加权，于每年6月、12月的第二个星期五的下一个交易日进行样本股定期调整，并通过深交所行情 系统计算发布。 据了解，这两条指数聚焦国家战略新兴产业中的"专精特新"企业群体，将丰富专精特新领域特色投资标的。 专精特新企业是推进新型工业化、发展新质生产力的重要力量。深圳市培育专精特新企业成效显著，呈现新兴产业突出、产业体 系完备、集群优势明显等特征，培育出天孚通信、圣邦股份、爱美客、华大九天和雅克科技等一批专精特新代表性公司，为指数 投资提供良好基础。 根据工信部 ...

【导读】深交所将于7月21日发布深证专精特新指数、创业板专精特新2条指数 中国基金报记者 张燕北 又有重要指数即将发布！ 据官方消息，深交所将于7月21日发布深证专精特新指数（代码为399268）和创业板专精特 新指数（代码为399267）两条指数。 这两条聚焦"专精特新"的指数的发布，是积极响应创新驱动发展战略的重要实践，也是助力 以科技创新引领新质生产力发展的一项务实举措。 两条指数均采用自由流通市值加权，于每年6月、12月的第二个星期五的下一个交易日进行样 本股定期调整，并通过深交所行情系统计算发布。 据了解，这两条指数聚焦国家战略新兴产业中的"专精特新"企业群体，将丰富专精特新领域 特色投资标的。 专精特新企业是推进新型工业化、发展新质生产力的重要力量。深圳市培育专精特新企业成 效显著，呈现新兴产业突出、产业体系完备、集群优势明显等特征，培育出天孚通信、圣邦 股份、爱美客、华大九天和雅克科技等一批专精特新代表性公司，为指数投资提供良好基 础。 根据工信部专精特新"小巨人"名单，截至2025年6月底，共503家专精特新"小巨人"企业在 深交所上市，占A股专精特新"小巨人"企业数量的47%，其中创业板企业 ...

Group 1 - The report highlights the focus on "anti-involution" policies, which aim to reduce ineffective supply and promote industrial upgrades, shifting from total stimulus to targeted measures [3][13] - The A-share market experienced fluctuations with the CSI 300 index rising by 1.54% and the CSI 1000 index increasing by 0.56% during the week of June 30 to July 4, 2025 [12] - Traditional cyclical industries such as steel, coal, and construction materials led the market rally, influenced by the recent policy announcements [12][13] Group 2 - The deep-sea technology sector is identified as a multidisciplinary industry with potential for growth as policies are released, covering a wide range of activities from raw materials to deep-sea resource development [14] - The semiconductor sector is experiencing a shift with the easing of restrictions on EDA tool exports to China, highlighting the importance of domestic EDA tool development and the need for a complete industrial chain [14] - The launch of the Beijing Stock Exchange's specialized index reflects a growing focus on high-quality, specialized small and medium enterprises, which may enhance market activity [15][17] Group 3 - The report provides performance statistics for various equity fund indices, indicating that the medical stock fund index rose by 6.88% last week, while the growth stock fund index increased by 1.15% [18] - The active equity fund indices are categorized by investment style, with the balanced stock fund index showing a weekly increase of 1.85% and the value stock fund index rising by 0.56% [18] - The report emphasizes the importance of evaluating fund performance based on various metrics, including relative benchmark performance and overall competitiveness [30][31]

分析师：王骅 登记编号：S0890522090001 分析师：宋逸菲 登记编号：S0890524080003 投资要点 权益市场回顾： 上周（2025.06.30-2025.07.04）A股震荡上涨，全周累计看，沪深300上涨1.54%，中证1000上 涨0.56%。"反内卷"为上周市场博弈的焦点，钢铁、煤炭和建筑材料等传统周期类行业领涨 A 股。 权益市场观察： "反内卷"： 中央财经委员会第六次会议提出治理"内卷式"竞争、推动落后产能有序退出。政策导向正从总量刺 激转向压减无效供给、遏制低效内卷、推动产业升级。一方面，行业层面落地政策尚未全面出台，另一方 面，"反内卷"是为科技和产业升级提供宏观环境，短期相关板块上涨属于交易预期，后续可能面临反复。 深海科技： 深海科技是一个多学科交叉融合的产业，后续随着政策的不断释放，板块可能迎来反复催化。 半导体限制暂缓： 提升国内 EDA 工具国产替代率，除了攻克技术瓶颈，建设完备的产业链协同体系同样重 要。在半导体自主可控领域，制造设备和材料环节的核心设备突破仍然是市场博弈的焦点。 公募基金市场动态： 6月30日，北证专精特新指数正式发布，成为继北证50指数之后， ...

"兖州区是山东省科技创新强县、山东省技术转移先进区，拥有大批优质的科技企业、良好的产业基 础、完善的基础设施，正是由于这些优势条件，西安交通大学国家大学科技园选择在兖州设立分支机 构"。西安交大兖州科技园总经理徐磊表示。 中国发展网讯3个项目签约落地，3个省外招引项目正在跟踪推进，成功对接8个高校专家团队，组织了7 场技术交流会议，面向区内40家科技企业集中推介4个优质项目……西安交通大学兖州科技园揭牌成立 以来，各项工作取得了阶段性成效，还有一批科技项目正在运作之中。以西安交大兖州科技园为载体， 山东省济宁市兖州区正积极构建区域创新生态系统，推动支柱产业向高端化、智能化转型迈出坚实步 伐。 依托西安交通大学的科技创新资源，科技园围绕兖州高端装备制造、新材料、新能源等产业的转型升级 需求，将技术研发攻关、成果转化、企业孵化培育等功能有机融合，持续落地转化先进技术成果，为兖 州企业发展注入创新动力。截至目前已累计梳理西安交通大学可转化科技成果203项，精准匹配区内企 业技术需求36项。 "我们针对发挥好科技园高端平台作用，建立起了一套科技服务体系，除聚焦技术转移、推动成果转 化、开展项目孵化等工作外，更加重视科 ...

Group 1 - The Rongcheng City Craftsman College Alliance has been officially established, consisting of 16 colleges covering high-end equipment manufacturing, marine medicine and food, and rural revitalization, creating a new platform for regional skilled talent cultivation and industrial innovation [1] - The alliance has gathered a high-quality teaching team, including a significant proportion of graduate-educated and "dual-qualified" teachers, with 25 nationally certified part-time trainers and 41 internal certified trainers across 14 professional fields, developing over 600 internal courses and more than 1900 practical case studies [1] - The teaching approach emphasizes hands-on experience and cutting-edge technology, fostering a rich learning environment for talent development [1] Group 2 - The alliance collaborates deeply with over 240 municipal and higher-level industry chain innovation studios, forming a collaborative innovation "ecosystem" [2] - The Taixiang Group Craftsman College leads the establishment of an innovation studio alliance with 108 studios, achieving over 60 results transformation and solving more than 180 technical challenges [2] - Customized training programs are developed based on industry needs and worker characteristics, with over 20 specialized skill training sessions conducted for the marine food industry chain, integrating practical training in automated production processes [2]

7月5日，深交所公布对中船双瑞（洛阳）特种装备股份有限公司创业板IPO终止审核的决定，直接原因是公司及保荐机构撤回申报。至此，2023年中国证券业协会 第一批抽到现场检查的5家IPO申报企业全部终止审核。 参考文章： 《创业板IPO！成长性欠佳，实控人既为大客户又是第一大供应商》 文西风 2023年1月6日，中国证监会公布中国证券业协会2023年第一批首发企业信息披露质量抽查抽签情况，浙江羊绒世家服饰股份有限公司、青岛海湾化学股份有限公 司、北京开科唯识技术股份有限公司、上海恒业微晶材料科技股份有限公司、中船双瑞(洛阳)特种装备股份有限公司等5家企业被抽到接受现场检查。 | 索 | bm56000001/2023-00000454 | ਜੋ | ж | 日常监管信息;其他 | | --- | --- | --- | --- | --- | | 发布机构 | | 发文日期 | | 2023年01月06日 | | ਲ 称 | 2023年第一批首发企业信息披露质量抽查抽签情况 (2023年1月6日) | | | | | 文 号 | | 主题词 | | | 一、2023年第一批抽中检查的5家企业遭团灭 中船双瑞创业板 ...

Core Viewpoint - The Shenzhen Stock Exchange has decided to terminate the review of China Shipbuilding Dual Rui (Luoyang) Special Equipment Co., Ltd.'s application for an initial public offering (IPO) and listing on the Growth Enterprise Market [1][4] Company Overview - China Shipbuilding Dual Rui specializes in the research, development, manufacturing, and sales of bridge safety equipment, pipeline compensation equipment, special material products, high-efficiency energy-saving equipment, and energy storage and transportation equipment [4][5] - As of the signing date of the prospectus, Luoyang Dual Rui Technology Industry Holding Group Co., Ltd. holds 54.53% of Dual Rui's shares, making it the controlling shareholder [5] - The actual controller of Dual Rui holds a total of 71.07% of the shares through various subsidiaries of China Shipbuilding Group [5] IPO Details - Dual Rui originally planned to issue between 80,000,001 and 106,666,666 shares, accounting for 20% to 25% of the total share capital after issuance [5] - The company aimed to raise 65.374 million yuan, allocated for several projects including a special equipment R&D center, a high-quality stainless steel and alloy materials industrial base, a waste heat utilization and combined cooling and heating industrialization base, and to supplement working capital [5][6] Fund Allocation - The total amount for the fundraising projects is 65.374 million yuan, with specific allocations as follows: - Special Equipment R&D Center Project: 19.4 million yuan - High-Quality Stainless Steel and Alloy Materials Industrial Base Project: 9.609 million yuan - Waste Heat Utilization and Combined Cooling and Heating Industrialization Base Construction Project: 20.365 million yuan - Supplement Working Capital: 16 million yuan [6]

Core Insights - Gansu Wuwei City promoted investment opportunities and signed 122 projects with a total investment of 46.421 billion yuan during the 31st Lanzhou Investment and Trade Fair, focusing on various sectors including new energy, equipment manufacturing, new materials, digital industries, and deep processing of agricultural products [1][2] Group 1: New Energy Projects - New energy projects accounted for over 60% of the total investment, with significant projects including a 300 MW photovoltaic project in Liangzhou District with an investment of 4 billion yuan, which will include the construction of photovoltaic arrays and supporting booster stations [1] - Other notable projects include a 250,000 kW wind power project in Minqin County and a 2 million kW photovoltaic project in Gulang County, which will enhance energy utilization efficiency through the construction of supporting energy storage facilities [1] - The innovative decentralized wind power project for smart streetlights in Tianzhu County combines new energy with infrastructure development, showcasing a new path for green development [1] Group 2: New Materials Industry - Wuwei City is accelerating its new materials industry layout, with the Dayaoxinlei active nano-calcium-based materials industrial base project in Gulang County investing 1.12 billion yuan and producing 200,000 tons of nano-calcium-based materials annually [2] - A high-performance silicon-carbon anode materials project will be developed in three phases with a total investment of 1 billion yuan, providing critical material support for the new energy industry chain [2] - Additional projects include a 60,000 tons per year lithium-ion battery anode materials integration project in Minqin County and a static pressure graphite purification project in Liangzhou District, further enriching the new materials industry ecosystem [2] Group 3: Agricultural and Environmental Projects - The signed projects in the agricultural sector focus on technology empowerment, such as the edible mushroom smart industrial park in Tianzhu County and the modern potato industrial park in Liangzhou District, which aim to enhance the added value of the industry through intelligent technology [2] - In the green and environmental sector, projects like the comprehensive utilization project for 40,000 tons of waste lithium batteries in Gulang County and the Tianzhu Impression biological research and development base reflect the deep practice of circular economy concepts [2]