中央纪委国家监委网站 沈东方 养殖工船"湾区伶仃"号近日正式下水。受访单位供图 正式下水前，工作人员检查船舶主推螺旋桨。受访单位供图 养殖工船"湾区伶仃"号养殖舱内部图。受访单位供图 工作人员检查船舶底部渔网情况，做好正式下水前准备工作。 受访单位供图 在广东新会银洲湖畔，一艘巨型养殖工船静静停靠，红色船身蓝色"腰带"分外醒目。蓝色的甲板上，工作人 员穿梭往来，为正式交付做最后的调试准备；甲板之下，12个养殖舱如蜂巢般整齐排列，等待鱼苗入舱。作 为全球首艘自航式水体自然交换型养殖工船，"湾区伶仃"号于近日正式下水，现处于水上舾装作业阶段，建 成后将为打造"蓝色粮仓"添动力。 中国是一个有着14亿多人口的大国，解决吃饭问题、保障粮食安全，要树立大食物观，既向陆地要食物，也 向海洋要食物。近年来，我国大力建设海上牧场、"蓝色粮仓"，海水养殖业不断向深远海、机械化、智能化 转变。 "湾区伶仃"号拥有近8万立方米的养殖空间，这将带来多少产量？与其他类型的养殖工船相比，"湾区伶仃"号 有何特别之处？除了养殖，它还有什么功能，将如何实现"渔旅融合"？让我们一同走近这个行走的"蓝色粮 仓"。 既能自主航行又能实现海水自然循 ...

重要消息 特朗普宣布：8月1日起实施新关税，最高税率70% 外媒：印度拟对美国征收报复性关税 申购提示：华电新能申购代码730930，发行价3.18元/股，申购上限149.05万股。投资有风 险，申购需谨慎 程序化交易新规正式实施 住房城乡建设部：持续巩固房地产市场稳定态势 财政部：在政府采购活动中对自欧盟进口的医疗器械采取相关措施 中国船舶吸收合并中国重工获准，"世界船王"来了 重要的消息有哪些 1. 今年4月3日，沪深北交易所同步发布《程序化交易管理实施细则》，对程序化交易报告管理、交易行为 管理、信息系统管理、高频交易管理等作出细化规定，将于7月7日开始正式实施。 2. 央行就《人民币跨境支付系统业务规则（征求意见稿）》公开征求意见。 3. 第二批基于业绩比较基准的创新浮动费率产品7月4日上报，本次共上报11只产品，其中2只为股票型， 9只为偏股混合型。 4. 住房城乡建设部调研组近日赴广东、浙江两省调研。调研组表示，促进房地产市场平稳、健康、高质量 发展具有重要意义。各地要切实扛起责任，充分用好房地产调控政策自主权，因城施策、精准施策，提升 政策实施的系统性有效性，持续巩固房地产市场稳定态势。 5. ...

Group 1 - The Ministry of Finance and the Ministry of Commerce of China announced measures to restrict government procurement of medical devices imported from the EU, effective from July 6, 2025, requiring a procurement budget of over 45 million RMB to exclude EU companies [2] - Non-EU companies can only have a maximum of 50% of their medical devices sourced from the EU in their contracts [2] Group 2 - The Ministry of Housing and Urban-Rural Development emphasized the importance of stabilizing the real estate market and called for tailored policies to promote healthy development [3] - The ministry's research team conducted discussions with local governments and industry experts to analyze the real estate market's performance in the first half of the year [3] Group 3 - Former President Trump announced new tariffs ranging from 10% to 70%, which could increase inflation risks for the U.S. economy [4] - The proposed tariffs are higher than previously announced "reciprocal tariffs" and could further impact the U.S. stock market [4] Group 4 - The company Renrenle officially delisted from the Shenzhen Stock Exchange after four consecutive years of losses, marking the end of its operations as a major supermarket chain [9] Group 5 - Zhonghong Medical announced a cash acquisition of 75% equity in SEA3 company for only 6.97 RMB, raising questions among investors about the accuracy of the reported amount [10][11] Group 6 - The company Romasi announced a six-month suspension of operations due to a recall crisis, with plans to pay employees 80% of the local minimum wage during this period [12] - Employees expressed concerns about the adequacy of the compensation in relation to living costs [12] Group 7 - NIO's founder Li Bin stated that the company's cumulative R&D investment has reached 60 billion RMB, emphasizing the transparency of its financial reports [14][15] Group 8 - China Shipbuilding Industry Corporation received approval for a major asset restructuring, merging with China Shipbuilding Heavy Industry Company, marking a significant step in consolidating its core listed platforms [16]

Group 1 - The core viewpoint of the article emphasizes maintaining three strategic approaches during the mid-year reporting season, focusing on industries with strong trends, performance and valuation alignment, and thematic investment opportunities [13] Group 2 - The first strategy highlights industries with strong industrial trend characteristics, particularly focusing on AI and innovative pharmaceuticals [13] - The second strategy targets industries driven by performance and valuation alignment, with attention on the North American computing chain within communications and electronics, as well as non-ferrous metals and gaming sectors [13] - The third strategy involves sectors with thematic and positional speculation, particularly in military and new energy related to anti-involution [13] - Overall, the rotation of non-ferrous metals, AI hardware, innovative pharmaceuticals, gaming, and military sectors is expected to be the main theme during the mid-year reporting season [13]

大家好啊，马上就要开盘了。下周很重要，因为特朗普设定的贸易协议最后期限将在7月9日到来。 一起看看周末大事以及券商分析师们的最新研判。 周末大事 利好！深圳出台10条举措促进半导体与集成电路产业高质量发展 美国总统特朗普签署"大而美"税收和支出法案 《深圳市关于促进半导体与集成电路产业高质量发展的若干措施》（以下简称《若干措施》）近日出台 实施，并设立总规模50亿元的"赛米产业私募基金"，以"政策+资本"组合拳，支持产业全链条优化提 质。据了解，《若干措施》围绕"强链、稳链、补链"核心目标，从高端芯片产品突破、加强芯片设计流 片支持、加快EDA工具推广应用、突破核心设备及配套零部件、突破关键制造封装材料、提升高端封 装测试水平、加速化合物半导体成熟等方面，提出了10条具体支持举措。 财政部：在政府采购活动中对自欧盟进口的医疗器械采取相关措施 根据有关法律法规，经批准，财政部决定在政府采购活动中对部分自欧盟进口的医疗器械采取相关措 施。现将有关事项通知如下： 一、采购人采购预算金额4500万元人民币以上的医疗器械（具体品目清单见附件）时，确需采购进口产 品的，在履行法定程序后，应当排除欧盟企业（不包括在华欧资企 ...

【导读】周末大事+十大券商最新研判 中国基金报记者 泰勒 大家好啊，马上就要开盘了。下周很重要，因为特朗普设定的贸易协议最后期限将在7月9日 到来。 周末大事 利好！深圳出台10条举措促进半导体与集成电路产业高质量发展 《深圳市关于促进半导体与集成电路产业高质量发展的若干措施》（以下简称《若干措 施》）近日出台实施，并设立总规模50亿元的"赛米产业私募基金"，以"政策+资本"组合 拳，支持产业全链条优化提质。据了解，《若干措施》围绕"强链、稳链、补链"核心目标， 从高端芯片产品突破、加强芯片设计流片支持、加快EDA工具推广应用、突破核心设备及配 套零部件、突破关键制造封装材料、提升高端封装测试水平、加速化合物半导体成熟等方 面，提出了10条具体支持举措。 财政部：在政府采购活动中对自欧盟进口的医疗器械采取相关措施 根据有关法律法规，经批准，财政部决定在政府采购活动中对部分自欧盟进口的医疗器械采 取相关措施。现将有关事项通知如下： 一、采购人采购预算金额4500万元人民币以上的医疗器械（具体品目清单见附件）时，确需 采购进口产品的，在履行法定程序后，应当排除欧盟企业（不包括在华欧资企业）参与。对 于参与的非欧盟 ...

Group 1 - The current A-share market is experiencing increased volatility, with significant fluctuations occurring within short time frames [1] - Historical analysis shows that the average gain during "valuation expansion" phases since 2005 is 21.9%, lasting an average of 53 trading days [1] - Factors leading to the end of valuation expansion include policy tightening, external negative shocks, and excessive valuation and sentiment [1] Group 2 - The recent "Big Beautiful Bill" signed by the US government aims to boost AI subsidies and promote domestic chip manufacturing, with a projected economic growth impact of 0%-0.6% by 2026 [8] - The bill's long-term effects may lead to a decrease in economic growth rates after 2028 [8] Group 3 - The Chinese government is focusing on stabilizing the real estate market by promoting the construction of safe, comfortable, and green housing [16] - Recent data indicates that the maximum electricity load in China reached a historical high of 1.465 billion kilowatts on July 4, 2025, driven by extreme heat [11] Group 4 - The semiconductor industry in Shenzhen is being promoted through ten measures aimed at high-quality development [15] - The aviation sector is seeing regulatory changes with the establishment of a leadership group to develop general aviation and low-altitude economy [12] Group 5 - The food delivery market is witnessing intense competition, with Meituan reporting over 1.2 billion orders in a single day [5][34] - The e-commerce platform Taobao is launching a significant subsidy campaign, aiming for a substantial increase in order volume [34] Group 6 - The latest industry trends indicate that the textile, light manufacturing, and media sectors are in a recession phase, while the computer, communication, and defense industries are expanding [27] - The pharmaceutical and food and beverage sectors are expected to see an increase in their economic outlook, while the construction materials and steel industries may experience a decline [28]

丨证券研究报告丨 联合研究丨公司点评丨中国船舶（600150.SH） [Table_Title] 中国船舶：吸收合并中国重工获审核通过，业绩 有望加速释放 报告要点 [Table_Summary] 近日中国船舶发布公告，公司换股吸收合并中国重工的申请已经获得上交所并购重组审核委员 会审核通过，合并落地在即。合并后中国船舶将成为全球最大造船上市公司，提升影响力的同 时减少造船板块同业竞争，优化船舶制造板块产业布局。公司有望发挥协同效应，提升船厂接 单效率和造船产能，进一步提升盈利能力。与重工合并重组落地后，集团其他优质资产整合有 望拉开序幕。2025 年公司交付高价船型订单占比持续提升，业绩有望持续释放。深海科技推 进，公司作为船舶海工龙头有望重点受益。 分析师及联系人 [Table_Author] 赵智勇 韩轶超 王贺嘉 臧雄 屈奇 SAC：S0490517110001 SAC：S0490512020001 SAC：S0490520110004 SAC：S0490518070005 SAC：S0490524070003 SFC：BRP550 SFC：BQK468 SFC：BUX462 SFC：BVO790 请 ...

Group 1: Regulatory Changes - The Shanghai, Shenzhen, and Beijing stock exchanges announced the implementation of new rules for algorithmic trading to enhance market regulation and fairness, effective from July 7, 2025, allowing a transition period for market participants [1][6][7] - The new rules specify four types of abnormal trading behaviors, including rapid order submission, frequent order cancellations, price manipulation, and large transactions in a short time, aiming to mitigate market volatility [6][7] Group 2: Economic and Market Trends - The maximum electricity load in China reached a historical high of 1.465 billion kilowatts on July 4, 2023, an increase of approximately 200 million kilowatts since late June and nearly 150 million kilowatts year-on-year [5] - The domestic smartphone market saw a year-on-year decline of 21.8% in May 2023, with total shipments of 23.716 million units, of which 21.19 million were 5G smartphones, accounting for 89.3% of total shipments [2][3] Group 3: Corporate Developments - China Shipbuilding Industry Corporation received approval for the absorption and merger with China State Shipbuilding Corporation, pending further regulatory approvals [13] - Major platforms like Meituan and Alibaba launched aggressive promotional campaigns to stimulate consumer spending during the summer season, offering significant discounts [14] Group 4: Investment Strategies - CITIC Securities reported that the current market environment resembles the end of 2014, with signs of recovery in investor sentiment and potential policy shifts aimed at boosting domestic demand [18]

Group 1 - The A-share market is experiencing a significant surge in mergers and acquisitions (M&A) activity, with a 100% approval rate for M&A projects reviewed by the Shanghai and Shenzhen Stock Exchanges this year [1][3] - The underlying logic for this M&A enthusiasm includes leveraging advantageous financing channels for rapid development and addressing poor operational conditions, particularly during economic downturns [3][4] - Global trends show a 15% increase in M&A transaction value to $1.5 trillion in the first half of 2025, with large transactions over $1 billion rising by 19%, indicating a concentration of funds towards larger enterprises [3][4] Group 2 - Various policies have been introduced by the Chinese government to adapt to the changing global political and economic landscape, promoting high-quality economic development through M&A [4] - Examples of strong mergers include the restructuring of Haiguang Information with Zhongke Shuguang, and the merger of Guotai Junan with Haitong Securities, which aim to leverage capital strength during economic difficulties [4] - The number of M&A projects approved in the first half of this year has already reached 86.67% of the total from the previous year, with over 600 asset restructuring plans disclosed, a 1.4 times increase from the same period last year [6]