9月16日，中国船舶（600150.SH）新增的股份30.53亿股正式上市。这标志着，中国船舶对中国重工的吸收合并案正式收官。 其中，根据《上市公司重大资产重组管理办法》等相关规定，中船重工集团、中船工业集团、大船投资、渤海造船、武船投资、北海船厂、 上海衡拓、海为高科、中船集团投资在本次交易中换股取得的中国船舶本次换股吸收合并发行的14.5亿股股份，自中国船舶本次换股吸收合并发 行结束之日起6个月内不得转让。 回顾这起吸收合并，去年9月，中国船舶首次披露了该起吸收合并计划。 | 今井 | 38.07 | | 最高 | 38.07 | | 成交量 | 61.59万手 | | --- | --- | --- | --- | --- | --- | --- | --- | | 昨收 | 38.51 | | 最低 | 37.23 | | 成交额 | 23.14亿 | | 换手率 | 0.82% | | 市盈(TTM) | 54.60 | | 总市值 | 2811亿 | | 分时 | 五日 | 日K | 園K | 月K | 室K | 年K | 重多い | 此次换股吸收合并中，中国船舶换股价格为37.59元/股，中国重 ...

Group 1: Export Growth and Industry Resilience - In the first half of 2025, Nanjing's electromechanical product exports reached 95.44 billion yuan, a year-on-year increase of 7.8%, accounting for 52.2% of the city's total exports [1] - The electromechanical products are seen as a stabilizing force for foreign trade, showcasing Nanjing's innovative manufacturing capabilities and strong industry resilience [1] - Companies are leveraging technological innovation to overcome trade barriers and capture emerging opportunities in global markets [1] Group 2: High-End Audio Market Expansion - Hansan Technology, a leading provider of high-end audio solutions, successfully listed on the Shenzhen Stock Exchange and has over 97% of its sales coming from exports [2] - Despite general export pressures, Hansan Technology achieved growth due to its comprehensive core technology capabilities and strong partnerships with overseas clients [2][3] - The company has also expanded into new smart hardware markets, experiencing significant growth in Europe and the U.S. [3] Group 3: Appliance Market Performance - Nanjing LG Panda Electric Co. saw an 8% increase in export value from January to August, with Europe and South America markets growing by 14% [4] - The company has upgraded its product lines to meet diverse consumer needs, focusing on smart and convenient designs for smaller living spaces [4] Group 4: Innovative Solutions in Renewable Energy - Sumida Energy has transitioned from traditional product exports to providing integrated energy solutions, achieving a 14% year-on-year increase in exports, totaling 2.93 billion USD [7] - The company launched a solar carport solution that has garnered interest from European clients, marking a strategic shift towards comprehensive service offerings [6][7] Group 5: Shipbuilding Industry Developments - Nanjing Jinling Shipyard has secured contracts for building next-generation container ships, highlighting the competitiveness of China's shipbuilding industry [8][9] - The shipyard's latest vessel, designed for transporting electric vehicles, is noted for its large capacity and efficiency, catering to the growing global automotive market [9] Group 6: Policy Support and Industry Collaboration - The Nanjing electromechanical industry benefits from a complete industrial system and strong cluster advantages, supported by favorable policies from local customs [10] - The new customs measures, such as "advance declaration + appointment inspection," enhance the efficiency of export processes for electromechanical products [10] - The collaboration between enterprises and supportive policies is crucial for Nanjing's manufacturing sector to thrive in the global market [10]

Group 1 - Dalian is positioned as a modern marine city, with a focus on developing its marine economy as a new growth point, following the guidance of national leadership [7][9][38] - The city aims to achieve a total output value of over 450 billion yuan in its main marine industries by 2024 [11] - Dalian has a strong foundation in traditional marine industries such as fishing, shipbuilding, and marine chemicals, but it faces challenges in scaling up its marine economy compared to advanced regions [11][12] Group 2 - Dalian's marine resources include 32 national-level marine ranches, leading the country in sea cucumber production, with an annual output of 82,000 tons, accounting for 28% of the national total [12][13] - The city is enhancing its marine ranching practices through ecological methods, reducing reliance on artificial feeding and improving sustainability [13][21] - Dalian is also focusing on high-standard construction of marine ranches and modernizing its nearshore aquaculture facilities [13][21] Group 3 - The restructuring of traditional industries, such as the integration of Dalian Heavy Industry Group, aims to enhance competitiveness and diversify operations [15][16] - Dalian Heavy Industry Group has achieved a compound annual growth rate of over 27% in revenue since its restructuring [16] - The city is making strides in producing key components for shipbuilding, such as the world's largest methanol dual-fuel marine crankshaft, which is expected to generate over 600 million yuan in sales by 2025 [16][17] Group 4 - Dalian is advancing in marine technology, with local companies developing innovative solutions like the VDES (Very High Frequency Data Exchange System), which enhances maritime communication [22][23] - The city is home to numerous high-tech enterprises and research institutions, fostering a robust environment for marine technology innovation [27][48] - Dalian's focus on integrating technology into traditional industries is expected to drive significant advancements in marine economic development [19][48] Group 5 - Dalian's tourism sector is experiencing rapid growth, with total tourism revenue reaching 176.53 billion yuan in 2024, a year-on-year increase of 18.2% [36] - The city is shifting its tourism focus from traditional sightseeing to experiential and vacation-oriented offerings, enhancing visitor engagement [37] - Dalian's coastal areas are being developed to attract more tourists, with an emphasis on maintaining ecological integrity while promoting tourism [36][37]

Core Viewpoint - The economic data for August indicates a stable and improving trend in China's economy, with significant growth in industrial output and service sectors, driven by effective macroeconomic policies and expanding domestic demand [4][5][7]. Economic Performance - The industrial added value for large-scale enterprises increased by 5.2% year-on-year in August, maintaining a rapid growth rate [5][6]. - The service sector production index grew by 5.6% year-on-year, outperforming the industrial sector [5][6]. - The total retail sales of consumer goods rose by 3.4% year-on-year, with significant growth in the sales of home appliances and furniture [5][7]. Investment Trends - Fixed asset investment increased by 0.5% year-on-year from January to August, with manufacturing investment growing by 5.1%, indicating strong support for manufacturing upgrades [5][6]. - Equipment and tool investment rose by 14.4% year-on-year, contributing to a 2.1 percentage point increase in fixed asset investment [7]. Foreign Trade and Reserves - The total goods import and export value increased by 3.5% year-on-year in August, with both exports and imports achieving three consecutive months of growth [6][9]. - The export value of electromechanical products grew by 9.2% year-on-year from January to August [6]. Employment and Inflation - The urban surveyed unemployment rate was 5.3% in August, reflecting a slight increase due to the influx of new graduates into the labor market [9][10]. - The core Consumer Price Index (CPI), excluding food and energy, rose by 0.9% year-on-year, marking a continuous expansion in the inflation rate over four months [6][9]. Policy Impact - The government's policies aimed at boosting consumption and investment are showing positive effects, contributing to a virtuous cycle of stable demand and production [7][8]. - The third batch of consumption upgrade policies has been implemented, further stimulating consumer demand and related sales [7][8]. Long-term Outlook - The long-term supportive conditions for China's economy remain intact, with effective macroeconomic policies and ongoing reforms expected to sustain stable growth [9][11].

Core Viewpoint - China Shipbuilding Industry Co., Ltd. is merging with China Shipbuilding Heavy Industry Co., Ltd. through a share exchange, with 3.053 billion new shares to be listed on September 16, 2025 [2] Group 1: Merger Details - The merger involves the issuance of 14.54 billion shares to shareholders of China Shipbuilding Heavy Industry, which cannot be transferred for six months post-merger [2] - The restructuring aims to unify shipbuilding and repair operations under China Shipbuilding, enhancing operational quality and core competitiveness [2] Group 2: Strategic Goals - The merger is part of a broader initiative to deepen state-owned enterprise reforms, focusing on professional integration and synergy to improve operational efficiency and brand value [2] - Post-merger, China Shipbuilding's total assets are projected to exceed 400 billion yuan, with revenues surpassing 130 billion yuan and a global order share of nearly 20% [2] Group 3: Industry Positioning - The company aims to strengthen its role in national defense and support national strategies while seizing opportunities for transformation and upgrading in the shipbuilding industry [3]

后于2017年短暂任职于浙旅盛景资本投资有限公司，担任投资总监兼金融证券部经理，同年转入浙江广 杰投资管理有限公司，任副总经理兼党支部委员直至2020年。自2020年8月起，他在浙江省二轻集团有 限责任公司投资发展部任经理，并于同年9月起担任国瑞科技董事。 文/新浪财经上海站 时行工作室 9月15日，国瑞科技（300600.SZ）迎来高层震动。公司公告显示，董事、总经理杨峰因工作调整递交辞 呈，即日起不再担任任何职务，任期未满便提前离任。与此同时，董事会授权副总经理赵辉章代行总经 理职责，直至新任人选到位。 杨峰自2023年11月起担任总经理，任职时间仅1年11个月，2024年薪酬为64万元，在公司高管层中位列 第一。公告强调，其辞职不会影响董事会运作及公司日常经营，且不存在未履行的承诺事项。公司亦对 其在任期间的贡献表示感谢。辞任后，杨峰不再在国瑞科技内担任任何角色。 | | | | | | | 印度: 门元 | | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 姓의 | 年齡 | 职务 | 任职状态 | 从公司获得 的税前报酬 | 是含在公司 关联方获取 ...

Core Viewpoint - The merger between China Shipbuilding (600150) and China Shipbuilding Industry Corporation (601989) marks the largest absorption merger in A-share history, set to be completed on September 16, 2025, enhancing China's global shipbuilding industry position [1] Group 1: Merger Details - China Shipbuilding will issue 3.053 billion shares to all shareholders of China Shipbuilding Industry Corporation through a stock swap [1] - The merger is a response to national strategies for developing a strong maritime economy and aims to resolve industry competition issues [1][2] - The newly formed entity will leverage the strengths of both companies to create a more complete shipbuilding industry chain, enhancing production efficiency and resource utilization [2] Group 2: Financial Performance - In the first half of 2025, China Shipbuilding reported a net profit of 2.946 billion yuan, a year-on-year increase of 108.59%, while China Shipbuilding Industry Corporation achieved a net profit of 1.745 billion yuan, up 227.07% [3] - The combined total assets of the new China Shipbuilding are expected to exceed 400 billion yuan, with revenues surpassing 130 billion yuan and a global order share of nearly 20% [3] Group 3: Industry Outlook - The global shipbuilding industry is entering a long-term upward cycle, projected to last until 2032, driven by environmental regulations and trade growth, with an estimated new ship order value of $1.2 trillion [4] - China is positioned to benefit significantly from this new shipbuilding cycle, having become the world's largest shipbuilding nation [4][5]

Group 1 - The domestic aircraft carrier concept sector declined by 1.29%, ranking among the top declines in the concept sector, with major declines seen in companies like China Satellite, Jin Xin Nuo, and Bo Wei Alloy [1][2] - Among the domestic aircraft carrier concept stocks, six stocks experienced price increases, with China Shipbuilding, China Ship Defense, and China Power rising by 1.29%, 0.81%, and 0.50% respectively [1][2] - The domestic aircraft carrier concept sector saw a net outflow of 1.167 billion yuan from main funds, with 28 stocks experiencing net outflows, and eight stocks seeing outflows exceeding 50 million yuan [2][3] Group 2 - The top net outflow stock was China Satellite, with a net outflow of 217 million yuan, followed by Jin Xin Nuo, Taihao Technology, and Hailanxin with net outflows of 171 million yuan, 141 million yuan, and 137 million yuan respectively [2][3] - The stocks with the highest net inflow included China Shipbuilding, Zhongzhong Co., and China Ship Defense, with net inflows of 85.33 million yuan, 0.968 million yuan, and 0.955 million yuan respectively [2][3] - The domestic aircraft carrier concept sector had several stocks with significant declines, including China Satellite at -4.19%, Jin Xin Nuo at -3.78%, and Taihao Technology at -3.00% [2][3]

齐鲁晚报·齐鲁壹点记者于中国海事局监管信息公开栏获悉，9月15日，扬州中远海运重工有限公司（下称"扬州中远海运重工"）收张家港海事局罚单，处罚 决定书文号：海事罚字[2025]06022020494-1-1。 | 中华人民共和国海事同 事 一 网 通 办 | 首页 | 政务服务 执法监管 | 信息公开 咨询投诉 | | | | --- | --- | --- | --- | --- | --- | | | | 1111 | | | | | | 查询服务 | 权责清单 | 政务信息公开 | 监管信息公开 | 海事政务服务好差评 | | | 处罚省 | 处罚信息公示详情 | | | | | | 处罚机 | | | | | | | | 被处罚人名称 | 扬州中远海运重工有限公司 | | | | | 统一社会 | 案由 | 在限制航速的区域和汛期高水位期间未按照海事管理机构规定的航速航行 | | | | | 序号 | 处罚决定书文号 | 海事罚字[2025]06022020494-1-1 | | | | | | 处罚内容 | 罚款人民币贰任元整 | | | | | T | 行政相对人(当事人)代 | | | | | ...

天眼查工商信息显示，近日，恒力造船（大连）有限公司发生工商变更，注册资本由65亿人民币增至 100亿人民币，增幅约54%。恒力造船（大连）有限公司成立于2022年7月，法定代表人为安锦香，经营 范围包括非金属船舶制造、船舶制造、船舶修理等。股东信息显示，该公司由*ST松发（603268）旗下 恒力重工集团有限公司全资持股。 ...