海洋经济是我国最具增长活力和发展前景的领域之一。日前召开的中央财经委员会第六次会议就推动海 洋经济高质量发展作出系列部署，指出做强做优做大海洋产业，推动海上风电规范有序建设，发展现代 化远洋捕捞，发展海洋生物医药、生物制品，打造海洋特色文化和旅游目的地，推动海运业高质量发 展。 连日来，一系列推动海洋经济高质量发展的号角在多地吹响。6月24日，《上海市海洋产业发展规划 （2025—2035）（征求意见稿）》对外发布，提出到2030年，海洋产业空间布局进一步优化，基本形 成"3+5+X"的世界级现代海洋产业体系。6月26日，广东召开全省海洋经济工作会议，提出优化海洋生 产力布局，大力发展湾区经济，坚持港产城联动，加快推动环珠江口"黄金内湾"聚势腾飞，聚力建设世 界级沿海经济带；坚持优旧育新、三产联动，构建更具国际竞争力的现代海洋产业体系。 此外，福建、江苏、浙江、山东等地也聚焦海洋产业纷纷发布相关政策。一系列政策利好推动海洋经济 发展进入新阶段，推动海洋产业发展能级不断提升，助力海洋经济成为推动国民经济增长的新引擎。 大连海事大学航运经济与管理学院教授栾维新认为，发挥海优势，做好海文章，要在"特色化"上下功 夫 ...

每经编辑｜张喜威 袁东 √国务院新闻办公室将于7月14日上午1 新闻发布会,请海关总署副署长王令浚介 年上半年进出回情况，并答记者间 2国新办7月14日举行新闻发布会，介绍 上半年会融统计数据情况 3 中国6月贸易数据将公布 4 世界化学工程大会暨第21届亚太化工 将于7月14日至18日召开 1 王毅会见俄罗斯外长拉夫罗夫 2025年7月13日，中共中央政治局委员、外交部长王毅在北京会见俄罗斯外长拉夫罗夫。王毅欢迎拉夫罗夫来华出席上海合作组织成员国外长理事会会议， 表示中俄关系是当今世界最稳定、最成熟、最富有战略价值的一组大国关系。双方始终从历史纵深、战略高度和长远角度看待和推动两国各领域合作。两国 外长保持密切接触，有利于及时落实两国元首达成的共识。当前的重点是共同筹备好下阶段高层交往，深化全面战略协作，促进各自发展振兴，共同应对动 荡变革世界带来的挑战。（外交部网站） 2 国防部新闻发言人蒋斌就日方炒作中国军机"异常接近"答记者问 国防部新闻发言人蒋斌就日方炒作中国军机"异常接近"答记者问。记者：据报道，日本防卫省公布所谓中国军机"异常接近"日机情况，请问发言人有何评 论？蒋斌：近日，日本航空自卫队侦察机 ...

据宋森介绍，公司"一体两翼、八大业务板块"业务新战略已基本构建完成。"我们的'一体'业务是核心基 石。"宋森阐释道，这由两大专业化解决方案（专用打印扫描、智能自助终端）与两大场景化解决方案 （金融机具、物流分拣）构成，旨在稳步提升规模与竞争力。 据介绍，公司"一体"的四大业务中，专业打印扫描产品，随着餐饮、零售、物流、金融、彩票、医疗、 制造、政务等行业信息化提速，全球市场需求持续上扬；智能自助终端产品，正从"功能替代"向"价值 创造"升级，逐步成为智慧社会的基础设施；金融机具产品，国内银行网点数量维持稳定，信创趋势下 需求稳增，海外市场空间更加广阔；物流分拣产品，全球电商的蓬勃发展驱动快递物流企业加速向高效 化、智能化转型升级，自动化分拣设备已经是智慧物流体系构建的关键支撑。 "两翼"则布局于产业链上下游：上游为关键基础零部件解决方案，下游则为服务运营解决方案。这一架 构打通了全产业链协同，为公司整体突破提供支撑。 "两翼"的四大业务中，新零售综合运营，线下零售在数字化和消费升级的浪潮下迎来众多机会，集购 物、增值服务、数据赋能于一体的新零售模式拥有巨大的市场潜力；物流自动化分拣运营，行业还处于 发展初期阶 ...

Core Viewpoint - The acquisition of Haowei Technology by Degute represents a significant "elephant swallowing snake" transaction, with a substantial disparity in revenue and asset size between the two companies [1][2]. Group 1: Acquisition Details - Degute plans to acquire 100% of Haowei Technology through a combination of share issuance and cash payment, making Haowei a wholly-owned subsidiary [1]. - The specific transaction pricing has not been disclosed, but the scale of the acquisition is notable given the financial metrics of both companies [1]. - The transaction involves 14 shareholders of Haowei Technology, with the top three shareholders holding 27.83%, 27.62%, and 13.85% of the shares respectively [2]. Group 2: Financial Comparison - In 2024, Degute's revenue is projected to exceed 500 million yuan, while Haowei Technology's revenue for 2023 and 2024 is reported at 3.861 billion yuan and 3.654 billion yuan respectively, indicating a revenue scale several times larger than Degute's [2][3]. - As of March 31, 2024, Degute's total assets are 1.156 billion yuan with equity of 765 million yuan, whereas Haowei Technology's total assets are 5.617 billion yuan with equity of 2.954 billion yuan [1][2]. Group 3: Business Transition - Following the acquisition, Degute aims to expand its business from energy-saving equipment manufacturing to telecommunications software development, cloud and AI software services, and industry digital solutions, thereby creating a second growth curve [4]. - The company has been transitioning from a "product supplier" to a "system integration service provider," focusing on a full value chain system for clean combustion and efficient heat exchange [5]. Group 4: Historical Context of Haowei Technology - Haowei Technology, previously known as Zhongxing Ruanchuang, was listed on the New Third Board before delisting in 2017 and has undergone multiple rounds of listing guidance since then [1][5]. - The company has received high-level certifications from major cloud service providers, indicating its strong capabilities in cloud management services [2].

每经记者｜赵李南 每经编辑｜董兴生 7月13日，紫金矿业（SH601899，股价18.89元，市值4979.83亿元）等多家上市公司发布半年度业绩预 告。紫金矿业预计2025年半年度实现归属于上市公司股东的净利润约232亿元，同比增加约54%。 今年上半年，紫金矿业的矿产铜和矿产金产量分别同比增长10%和17%。紫金矿业表示，报告期，矿产 金、矿产铜、矿产锌、矿产银销售价格同比上升。 "报告期内公司业绩的增长主要是报告期内产品销量较上年同期有所增长所致。"中国中车表示。 同日，多家券商也发布了上半年业绩预告或快报。华安证券（SH600909）、国金证券（SH600109）和 长城证券（SZ002939）分别预计今年上半年归属于上市公司股东的净利润同比增长44.94%、140%至 150%、85%至95%。 《每日经济新闻》记者注意到，除了黄金和券商板块，近期还有多家巨头披露业绩大涨相关公告。 7月11日，东鹏饮料（SH605499）公告称，预计2025年半年度实现归属于母公司所有者的净利润在23.1 亿元到24.5亿元间，与上年同期（法定披露数据）相比，将增加约5.79亿元到约7.19亿元，增幅为 33.48 ...

Group 1: Deepwater Equipment Delivery - China National Offshore Oil Corporation (CNOOC) has delivered 24 sets of 2000-meter deepwater suction anchors to Brazil, marking it as one of the largest deepwater oil and gas equipment deliveries by China [1][3] - The suction anchors weigh approximately 2674 tons, with a maximum height of 21 meters and a diameter of 8 meters, presenting significant technical challenges in precision control and deformation management due to their large size and thin wall thickness of 25 millimeters [3] Group 2: Technological Innovations - The project team achieved a quality compliance rate exceeding 99.9% through innovative construction techniques, including horizontal extension and vertical assembly, as well as advanced technologies like 3D scanning and finite element simulation [5] - The suction anchors will be installed at the Mero oil field in the Santos Basin, located in southeastern Brazil [5] Group 3: Marine Research Vessel - The first ocean-class intelligent comprehensive scientific research vessel, "Tongji," has been delivered, designed and built independently by China, featuring a 2000-ton capacity and advanced green, quiet, and intelligent technologies [6][8] - "Tongji" measures 82 meters in length and 15 meters in width, capable of accommodating 15 crew members and 30 research team members, with an operational range of 8000 nautical miles [8] Group 4: Power Grid Development - The Xinjiang 750 kV ring network project is nearing completion after 15 years of construction, with a total line length of 4197 kilometers, making it the largest 750 kV ultra-high voltage transmission ring network in China [11][17] - The project will enhance the power grid coverage to approximately 1.06 million square kilometers, nearly one-ninth of China's land area, and will facilitate the integration of renewable energy resources in the Tarim Basin [11][17]

近年来，为满足日益增长的铜产品需求，全球铜矿产量呈现增长的趋势，但是铜矿品位的下降也是一个 不争的事实，在此背景下催生了矿山对耐磨备件的需求。 瞄准耐磨备件市场广阔前景，江西耐普矿机（300818）股份有限公司(以下简称"耐普矿机")持续加大高 端产品的布局。7月12日，耐普矿机对外表示，公司锻造复合衬板具有耐磨性更好、提升磨机台效、降 低能源消耗、减少衬板更换安装时间等方面具有显著优势。公司第一套锻造复合衬板已在西藏知不拉 7.5米半自磨机全套使用，根据使用效果显示，较原铸造金属衬板提升近一倍寿命，同时处理矿量、设 备台效均显著提升，而用电单耗、钢球单耗亦有效降低。 耐磨备件市场前景广阔 资料显示，耐普矿机是一家集研发、生产、销售和服务于一体的重型矿山选矿装备及其新材料耐磨备件 专业制造企业，为客户提供重型选矿装备优化，选矿工艺流程设计、咨询和优化等增值服务，尤其是耐 磨备件产品为耐普矿机的主要产品。 据了解，目前全球铜矿普遍面临开采年限过长的问题，全球铜矿品位呈现逐渐下降趋势，以Bloomberg 收录的18家海外主要矿企铜矿开采品位的均值看，矿石品位开采下滑明显。然而，与铜资源品位下降相 反的是，为满足 ...

Core Viewpoint - The company, Degute, is planning to acquire 100% of Haowei Cloud Computing Technology Co., Ltd. through a combination of issuing shares and cash payment, which is expected to constitute a significant asset restructuring [1][4]. Group 1: Transaction Details - The acquisition will involve 14 counterparties, including Nanjing Xiruan Enterprise Management Partnership and ZTE Corporation, among others [2]. - The company plans to raise matching funds from no more than 35 qualified specific investors, with the total number of shares issued not exceeding 30% of the company's total share capital post-transaction [4]. - The share issuance price is set at 14.35 yuan per share, which is not less than 80% of the average trading price over the previous 120 trading days [4]. Group 2: Company Background - Degute is a high-tech energy-saving and environmental protection equipment manufacturer, providing solutions in clean combustion and heat energy saving across various sectors including chemicals, energy, metallurgy, and waste treatment [5]. - Haowei Technology is an international software and IT service provider, focusing on digital and intelligent solutions for telecom operators, cloud infrastructure service providers, and government enterprises, with significant overseas business advantages [5]. Group 3: Strategic Implications - The acquisition is expected to diversify Degute's business from energy-saving equipment manufacturing to include telecom software development, cloud and AI software services, and industry digital solutions, thereby creating a second growth curve for the company [5][6]. - The transaction is anticipated to enhance the company's risk resistance and profitability, aligning with the interests of the company and all shareholders [6].

Suspension and Resumption of Trading - Yuanli Co., Ltd. is planning to acquire control of Fujian Tongsheng New Materials Technology Co., Ltd., resulting in a stock suspension [1] - Degute is planning to purchase 100% of Haowei Technology, leading to the resumption of trading. This acquisition will expand the company's main business from energy-saving environmental equipment manufacturing to telecom software development, cloud and AI software development, and industry digital solutions, successfully building a second growth curve [1] - Kanghua Bio is planning a change in control of the company, resulting in a stock suspension [1] Mergers and Acquisitions - Fuda Alloy is planning to acquire at least 51% of the equity of Guangda Electronics, which primarily produces TOPCon battery silver paste [3] - Dajia Weikang has acquired 60.85% of Anhui Dajia Weikang for a transaction price of 116 million yuan. Anhui Dajia Weikang operates 119 chain pharmacies, with revenue of 57 million yuan and net profit of 1.04 million yuan from January to April 2025 [3] Investment Cooperation and Business Conditions - Chuling Information has won a bid for the procurement project of all-optical network integration terminal supporting products from China Mobile [4] - Galaxy Microelectronics plans to invest 310 million yuan to build the first phase of a high-end integrated circuit discrete device industrialization base [5] - Yuntian Lifa plans to issue H-shares and list on the Hong Kong Stock Exchange [6] - Xingchen Technology is planning to issue shares overseas (H-shares) and list on the Hong Kong Stock Exchange [7] Performance Changes - Guosen Securities expects a net profit of 4.78 billion to 5.53 billion yuan for the first half of the year, an increase of 52% to 76% compared to 3.139 billion yuan in the same period last year, with significant growth in major business revenues [8] - Guolian Minsheng expects a net profit of 1.129 billion yuan, a year-on-year increase of approximately 1183% [8] - Huaxi Securities anticipates a net profit of 445 million to 575 million yuan, a year-on-year increase of 1025.19% to 1353.90% [9] - Ruijie Networks expects a net profit of 400 million to 510 million yuan, an increase of 160.11% to 231.64% compared to 154 million yuan in the same period last year [9] - Gaode Infrared expects a net profit of 150 million to 190 million yuan, a year-on-year increase of 734.73% to 957.33% [9] - CRRC expects a net profit of 6.722 billion to 7.562 billion yuan, a year-on-year increase of 60% to 80% [10] - Lanke Technology expects a net profit of 1.1 billion to 1.2 billion yuan, a year-on-year increase of 85.50% to 102.36% [10] - Jingfang Technology expects a net profit of 150 million to 175 million yuan, a year-on-year increase of 36.28% to 58.99% [10] - Yaqi International expects a net profit of 730 million to 930 million yuan, an increase of 170% to 244% compared to 270 million yuan in the same period last year [10] - Hunan Gold expects a net profit of 613 million to 701 million yuan, a year-on-year increase of 40% to 60% [10] - Western Gold expects a net profit of 130 million to 160 million yuan, an increase of 96.35% to 141.66% [10] - Zhongjin Gold expects a net profit of 2.614 billion to 2.875 billion yuan, a year-on-year increase of 50% to 65% [11] - Zijin Mining expects a net profit of 23.2 billion yuan, a year-on-year increase of approximately 54% [12] - Allwinner Technology expects a net profit of 156 million to 171 million yuan, a year-on-year increase of 31.02% to 43.62% [13]

01 主题： 海尔智家研产销"三位一体"，全球化深度整合 时间：7月14日（周一）15:00 主讲：孟昕 家电轻工首席分析师 参会密码： 752691 02 主 题： 稀土产业链投资机会 时间： 7月14日（周一）16 : 00 主讲： 张文臣 有色及新材料首席分析师 参会密码： 834257 03 主 题： 对话中科海迅，聊聊深海科技 时间： 7月14日（周一）20 : 00 嘉宾：中科海迅 张总 主持：马浩然 军工分析师 参会密码： 792516 07 主题： 宠物动保行业研究 时间：7月18日（周五）20 : 00 主讲： 程晓东 农业首席分析师 李忠华 农业分析师 参会密码： 502169 04 主题：新时达公司近况更新电话会议 时间： 7月15日（周二）15 : 15 嘉宾： 新时达公司 董秘 主持： 崔文娟 机械首席分析师 参会密码： 511944 05 主题：豪鹏科技公司交流 时间： 7月15日（周二）15 : 30 嘉宾：董秘 陈总 等 主持：刘强 院长助理&电新首席分析师 谭甘露 电新分析师 参会密码：369755 06 主题： Q3银行和非银板块观点更新 时间： 7月17日（周四）15 : ...