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突然爆发!A股涨停潮、港股最高涨超130%,发生了什么?
证券时报· 2025-07-02 09:15
场内近3300股飘绿,医药板块回落,海辰药业跌约10%,荣昌生物跌超8%;券商、保险板块走弱;钢铁 板块午后爆发,盛德鑫泰涨17%,重庆钢铁、柳钢股份、首钢股份均涨停;海洋经济概念崛起,克莱特、 深水海纳等涨停;光伏产业链股拉升,秀强股份、大烨智能、通威股份、亚玛顿等均涨停。 港股方面,金山软件跌近10%,理想汽车、华虹半导体跌约3%;重庆钢铁股份午后狂拉,收盘涨超 90%,盘中一度暴涨超130%。 减限产消息扰动,钢铁、光伏概念爆发。 2日,沪指盘中窄幅震荡,创业板指、科创50指数等跌超1%;港股震荡回落,恒生科技指数翻绿。 具体来看,沪指、上证50指数在银行等板块的带动下表现坚挺,创业板指、科创50指数等均走弱。截至收 盘,沪指微跌0.09%报3454.79点,深证成指跌0.61%报10412.63点,创业板指跌1.13%报2123.72点, 科创50指数、北证50指数均跌超1%;沪深北三市合计成交14053亿元,较此前一日减少逾900亿元。 港股方面,重庆钢铁股份涨超90%,盘中一度暴涨超130%;鞍钢股份涨近13%。 消息面上,唐山环保减限产力度加大,市场流传唐山市场7月4日—15日的减排限产措施的消 ...
前海开辟海洋经济“新蓝海”
Ren Min Wang· 2025-07-02 03:46
吕绍刚 刘森君 大 铲湾码头。受访单位供图 前海作为深圳海洋经济的重要承载区,拥有68公里海岸线、600平方公里海域、13个海岛、6个港口码 头,规划布局了海洋新城、蛇口国际海洋城等重点片区,还有海上世界、西湾红树林公园等海洋旅游资 源,海洋经济基础良好、前景可期。 与传统海洋城市不同,前海所长不在船舶制造等重工业,而是聚焦发展海洋科技,建设现代海洋服务业 集聚区。 "我们目标是做世界一流的航运科技企业,打造数字航运新生态。像智能车一样做智能船,引领海事新 规范。"深圳中远海运数字科技有限公司经理王英政介绍,该公司正从数据、通讯、设备、软件等方面 入手,打造海上的"高德地图"。 2024年5月成立以来,公司得到前海的大力支持。除人才、租房、科研等优惠补贴外,王英政特别看重 的是行业交流机会。在前海组织的一次交流会上,该公司与一家通讯服务企业搭上线,建立了合作关 蛇 系。 口邮轮母港。受访单位供图 前海湾畔,大铲湾码头塔吊林立、货车穿梭,近千台新能源汽车装船启航,驶向中东市场。蛇口邮轮母 港汽笛声声,数千名国际游客排队免签入境,开启深圳之旅。 新一轮的海洋开发浪潮,正在南海之滨涌动。深圳锚定建设"全球海洋中心城 ...
海洋经济概念爆发,深水海纳20%涨停,克莱特等大涨
Group 1 - The marine economy concept saw significant stock price increases, with notable gains in companies such as Klete rising over 20%, Deepwater Haina hitting a 20% limit up, and Zhongke Haixun increasing by over 13% [1] - The Central Financial Committee's sixth meeting emphasized the importance of high-quality development in the marine economy, focusing on innovation, efficient collaboration, industrial upgrades, harmonious human-sea relationships, and win-win cooperation [1] - Key strategies include enhancing top-level design, increasing policy support, encouraging social capital participation, and improving independent innovation capabilities in marine technology [1] Group 2 - Zheshang Securities highlighted the growing strategic importance of marine power, indicating that the development of deep-sea technology is crucial for building a marine power nation, with expectations for upcoming industry policies and funding support [2] - Tianfeng Securities outlined the deep-sea technology industry chain, which includes deep-sea materials, deep-sea equipment, and deep-sea digitalization, noting that deep-sea materials are foundational and involve high-performance steel and titanium alloys [2] - The demand for deep-sea equipment is rapidly increasing, with a focus on underwater detection, construction operations, oil and gas production, and mineral development, indicating an upward cycle in the shipbuilding and marine engineering equipment industry [2]
中央财经委员会:培育发展海洋科技领军企业和专精特新中小企业
news flash· 2025-07-01 07:10
Core Viewpoint - The meeting chaired by Xi Jinping emphasizes the need to enhance independent innovation capabilities in marine technology and to cultivate leading enterprises and specialized small and medium-sized enterprises in this sector [1] Group 1: Marine Technology Development - The focus is on strengthening the strategic technological capabilities in marine science and technology [1] - There is a call to develop leading enterprises in marine technology and specialized small and medium-sized enterprises [1] Group 2: Marine Industry Growth - The aim is to enhance and expand the marine industry, including promoting the orderly construction of offshore wind power [1] - Development of modern deep-sea fishing, marine biomedicine, and marine biological products is highlighted [1] - The creation of marine cultural and tourism destinations is also a priority [1] Group 3: Maritime Economic Planning - There is an emphasis on strengthening research on bay economic development planning [1] - The optimization and integration of coastal port clusters will be advanced in an orderly manner [1]
打造蓝色科技方舟——浙江大学摘箬山海洋科技示范岛建设纪实
"紫金港"号船舶停靠浙江大学舟山科考码头。浙大海洋试验站供图 近年来,自然资源部履行推动海洋强国建设相关职责,按照"北东南,浅海﹢深海"的布局,加快构建国家海洋综合试验场体系,在山东威海、浙江舟 山、广东珠海、海南三亚,部省共建4个试验场区。6月16日,浙江省舟山市海洋经济发展局与浙江大学海洋学院签订协议,发挥各方优势,支持国家海洋综 合试验场(舟山)建设。 根据协议,双方将利用浙江大学摘箬山海洋科技示范岛试验资源,共同推动试验场基础设施建设与生态体系完善,联合吸引行业企业、科研机构及其他 服务机构参与试验场生态建设,构建开放共享、协同创新的海洋试验服务网络,打造集技术研发、产业孵化、人才培养于一体的海洋科技创新高地。 摘箬山岛海岸海域浙大海洋试验站供图 这是摘箬山海洋科技示范岛汇聚各方资源,促进产学研深度融合,助力海洋科技产业化发展的又一案例。 从无到有 建成"一岛一船一码头"试验基地 摘箬山岛是国内首个海洋科技示范岛,坐落于舟山岛南部海域,由浙江大学与舟山市合作共建。 2011年,浙江大学摘箬山海洋科技示范岛正式开工建设。经过数年努力,2014年,岛上建成了面积达15430平方米的试验基地,其中包含深水水 ...
我国发布全球首个深海海山数字化智能系统
news flash· 2025-06-10 14:38
智通财经6月10日电,在2025年世界海洋日及联合国海洋大会期间,我国正式发布全球首个深海海山数 字化智能系统并受到国际社会广泛关注。据中国大洋事务管理局消息,由中国大洋事务管理局联合之江 实验室等单位共同研发的这一系统,是我国在深海领域发布的全球首个数字化公共科技产品。这一系统 填补了人工智能技术在深海领域的应用空白,将推动深海发展进入数智化时代,助力我国在深海技术创 新、空间治理领域跃居引领地位。 我国发布全球首个深海海山数字化智能系统 ...
全景式展现中国海洋发展图景 《向海而行》今日开播
Yang Shi Xin Wen· 2025-06-08 07:41
Core Viewpoint - The series "Towards the Sea" aims to showcase China's marine development and its commitment to becoming a maritime power, highlighting various innovative practices in marine energy, technology, and ecological protection [4][15]. Group 1: Themes and Content - The program focuses on five main themes: "Resource Treasure," "Chasing Dreams in the Deep Blue," "Farming and Fishing," "Blue Coastlines," and "Blue Pulses," providing a comprehensive view of China's advancements in marine energy development and ecological restoration [4]. - It features over 20 stories that illustrate China's commitment to global marine governance and resource sharing, emphasizing the harmonious relationship between humans and the sea [6][15]. Group 2: Technological Innovations - The series employs advanced filming techniques such as aerial photography, data visualization, and animation to present complex marine scenarios, showcasing China's significant technological advancements in marine science [11]. - Highlights include the successful trial of combustible ice extraction and the integration of floating wind power platforms into the energy grid, demonstrating China's technological breakthroughs in the marine sector [8]. Group 3: Economic Impact - China's marine economy is projected to exceed 10 trillion yuan (approximately 1.5 trillion USD) for the first time in 2024, reflecting the growth and global competitiveness of its marine industries [15]. - The program aims to inspire public awareness and appreciation for marine resources, reinforcing the strategic value of the ocean in China's development narrative [15].
广州研发、全国首个!海洋政产学研金交流平台“广海汇”发布
Nan Fang Du Shi Bao· 2025-06-06 14:40
南都讯 记者莫郅骅 通讯员穗规资宣 6月6日,以"广州向海·智汇深蓝"为主题的首届广州海洋科技创新产 业发展大会举办,由广州研发的全国首个海洋政产学研金交流平台——"广海汇"正式发布,涉及战略合 作、产业招商、标准制定的11项合作协议也在现场签订,加速推动广州海洋科技创新和海洋产业创新融 合发展。 面向创业青年,可AI一键获取人才补贴、科技成果转化扶持政策,对接创投资金与创新载体,在政 策、资本与平台加持下加速创意孵化。 面向市民群众,平台搭建海洋经济科普窗口与互动反馈渠道,促进公众参与海洋发展,共享产业升级红 利。 面向行政部门,平台一屏总览海洋经济运行态势,企业直报数据、动态监测重点指标与趋势。同时,挖 掘产业强链补链环节潜在招引企业,一键生成深度尽调报告。 据了解,"广海汇"平台系统整合了企业、政策、土地、投融资和产学研用五大资源库,推动海洋经济创 新链、产业链、资金链、人才链"四链融合",嵌入"海精灵"AI"科技红娘",精准撮合技术、资金、科 研、人才和需求,实现产学研信息一键触达。 面向企业家,平台助力精准洞察"港、船、能、药、游"五大产业链各环节全国重点企业,一键可视空间 分布,助其高效寻上下游配 ...
1年涨超10倍,300972,消费总龙头!海洋经济迎新利好,超跌+低PB概念股揭晓
Sou Hu Cai Jing· 2025-06-04 11:07
Group 1 - The core viewpoint of the articles highlights the rapid growth and potential of the marine economy in China, driven by deep-sea technology and emerging industries [9][10]. - The Guangdong province has introduced regulations to promote high-quality development of the marine economy, aiming to build a "new Guangdong at sea" by optimizing spatial layout and supporting emerging marine industries [8]. - The marine economy's output value is projected to exceed 13 trillion yuan by 2025, with deep-sea technology-related industries expected to account for over 25% of this market [9]. Group 2 - Wanchen Group has emerged as a leading player in the consumer sector, with its stock price increasing over tenfold in the past year, reaching a market capitalization of over 35 billion yuan [3][6]. - The company reported a total revenue of 32.33 billion yuan for 2024, a year-on-year increase of 247.86%, and a net profit of 294 million yuan, marking a significant turnaround [6]. - Wanchen Group operates a vast network of 14,200 retail stores across 29 provinces, with its snack brand becoming a nationally recognized chain [5]. Group 3 - The marine economy concept stocks have experienced significant volatility, with many seeing a pullback of over 20% from their peak values [11]. - Companies like China International Marine Containers and Tianeng Holding have low price-to-book ratios, indicating potential investment opportunities in the marine economy sector [12].
看好大鹏!“央地国企深圳行”大手笔签约
Shen Zhen Shang Bao· 2025-05-14 23:31
近年来,大鹏新区以旅游和海洋经济为核心,构建"出国旅游替代、运动达人天堂、海洋经济集聚、清 洁能源基地"发展格局。在产业布局上,深圳海洋大学(筹)东校区封顶,深海科考中心、海洋博物馆 有序推进;国家管网深圳LNG应急调峰站等能源项目投产,"大鹏LNG走廊"接卸量全国第一;低空经济 产业园投用,全球商业遥感卫星接收站网总部开工。文旅领域,地中海俱乐部粤港澳首店、洲际英迪格 野奢酒店等21个项目落地,全球最大乐高乐园单体建筑封顶。 【深圳商报讯】(记者 张宇婷 张妍)5月13日,"央地国企深圳行——海洋专场"大鹏站活动在坝光展厅 举办。活动由深圳市委组织部、市国资委等多部门主办,以"央地联动 逐梦山海"为主题,邀请40余家 央企、国企实地考察大鹏新区投资环境。现场重点推介产业规划、扶持政策及人才政策,并达成9个央 地合作项目签约,涵盖海洋科技、文旅融合、能源循环等领域,总投资额超74亿元。其中包括中国农业 科学院深圳农业基因组研究所(大鹏湾实验室)AI驱动的植物细胞自动化生物制造大科学设施与中试 平台项目、中集海洋工程有限公司中集普乐方海上渔旅综合体项目等央地合作项目,为区域发展注入新 动能。 作为深圳建设世界级 ...