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]

Group 1 - The core viewpoint of the news is the acquisition of Haowei Cloud Computing Technology Co., Ltd. by Qingdao Degute Energy Equipment Co., Ltd., which is seen as a significant move due to the disparity in size between the two companies and the cross-industry nature of the deal [1][2] - Degute reported impressive financial results for 2024, with a revenue of 509 million yuan, a year-on-year increase of 64.21%, and a net profit of 96.71 million yuan, up 150.15% year-on-year. However, the company faced a 31.19% year-on-year revenue decline in Q1 2025, with net profit halved to 23.67 million yuan [2][3] - The acquisition aims to leverage Haowei's digital capabilities to drive the intelligent upgrade of industrial scenarios, as Degute seeks to find a second growth curve amid slowing demand in traditional high-energy-consuming equipment markets [2][4] Group 2 - Haowei Technology, previously known as ZTE Soft Creation, has a registered capital of 792 million yuan and employs 4,348 people, with a core business covering telecom software development, cloud management services, and industry digital solutions [3] - The market expresses skepticism regarding the technological compatibility between Degute and Haowei, as Degute's traditional client base is concentrated in heavy industries like chemicals and metallurgy, which overlaps minimally with Haowei's telecom and cloud service clients [4] - Analysts suggest that Haowei's digital technology could enhance Degute's product development precision, optimize production management, and improve after-sales service intelligence, potentially increasing the company's competitiveness [4]

Group 1 - The ecological system of the Qinghai-Tibet Plateau is diverse yet fragile, necessitating a focus on ecological protection and maximizing ecological functions [3][4][5] - Qinghai is a resource-rich province with significant responsibilities for national ecological security and sustainable development, particularly in protecting the source of the Yangtze, Yellow, and Lancang rivers [4][6] - The development of circular economy is essential for improving resource utilization efficiency while maintaining ecological balance, particularly in the context of salt lake resource development [10][11] Group 2 - The Chaka Salt Lake is a major strategic resource for Qinghai, with a total area of 5,856 square kilometers and a total salt resource reserve of 60 billion tons, making it the largest salt lake in China [10][11] - Qinghai's potassium fertilizer production is projected to reach 7.49 million tons in 2024, reflecting a growth of 4.8%, while lithium carbonate production is expected to reach 135,000 tons, a 22.3% increase [12] - The Maerdang Hydropower Station has implemented fish passage devices to protect biodiversity and has released 310,000 fish since its construction, contributing to the ecological balance of the Yellow River basin [12] Group 3 - The development of the circular economy in Qinghai includes various industries such as salt lake chemicals, oil and gas chemicals, and new materials, all emphasizing low carbon emissions [16] - The establishment of a zero-carbon industry park in Golmud is aimed at enhancing the green development of the local economy, with a focus on wind and solar energy solutions [17] - The integration of advanced technologies in the lead smelting project in the Chaka Salt Lake area demonstrates a commitment to environmental protection and resource recycling [15]

Group 1: Industry Resilience and Trade Dynamics - The adjustment of foreign trade structure highlights the stability of China's industrial chain, with equipment manufacturing exports reaching 6.22 trillion yuan, accounting for 58.3% of total exports in the first five months of 2025 [3][19] - Emerging products such as industrial robots and electric vehicles are leading growth, reflecting an increase in the "new" and "green" content of foreign trade [3][19] - Trade cooperation with countries along the Belt and Road is deepening, with trade volume surpassing 50% for the first time in 2024 [3][19] Group 2: Foreign Investment Trends - Foreign investment is increasingly directed towards technology-intensive industries, indicating an upgrade in supply chain cooperation [4][19] - In the first five months of 2025, actual foreign investment in China reached 358.19 billion yuan, with high-tech industries attracting 109.04 billion yuan [4][19] - Notable growth in foreign investment includes a 146% increase in e-commerce services and a 74.9% increase in aerospace manufacturing [4][19] Group 3: Digital Transformation and Economic Integration - The digital economy's core industries accounted for 10% of GDP in 2024, achieving the target set in the 14th Five-Year Plan one year ahead of schedule [5][19] - Digital technologies are increasingly integrated into various sectors, enhancing supply chain responsiveness and market competitiveness [5][19] - Knowledge-intensive services now represent 38.5% of total service exports, indicating strong growth potential [5][19] Group 4: Institutional Opening and Global Value Chains - The removal of all foreign investment restrictions in the manufacturing sector demonstrates China's commitment to investment liberalization [7][19] - By 2024, actual foreign investment in the manufacturing sector exceeded 220 billion yuan, with high-tech manufacturing accounting for 11.7% [7][19] - The expansion of service sector openness has been significant, with 50.2% of foreign investment in services concentrated in 11 cities [7][19] Group 5: Innovation and Strategic Industry Development - Enterprises are increasingly recognized as the main drivers of innovation, with over 75% of R&D investment coming from them [10][19] - Central enterprises are forming innovation alliances in strategic emerging industries, focusing on overcoming key technological challenges [11][19] - The establishment of 178 national high-tech zones is fostering the growth of high-tech enterprises and new industries [11][19] Group 6: Internal and External Trade Integration - The construction of a unified national market is progressing, facilitating smooth resource flow and breaking down local protectionism [12][19] - The establishment of overseas economic and trade cooperation zones is enhancing international capacity cooperation [12][19] - These efforts are significantly improving the resilience and risk resistance of China's industrial and supply chains [12][19] Group 7: Comprehensive Support System for Supply Chain Security - The integration of reforms, opening up, and innovation is essential for enhancing the security and resilience of China's industrial chain [14][19] - Expanding cooperation with emerging markets and enhancing international collaboration through the Belt and Road Initiative is a priority [14][19] - The promotion of a unified national market and the reduction of internal trade barriers are crucial for stimulating domestic market vitality [15][19]

Group 1 - Japan and the Philippines have reached an agreement to export a batch of second-hand destroyers from Japan's Maritime Self-Defense Force, marking Japan's first export of used destroyers to the Philippines [1] - The export aims to enhance joint operational capabilities between the Japanese and Philippine militaries and strengthen deterrence against China [1][2] - The destroyers in question are expected to include six "Abukuma" class destroyers, which have been in service for over 30 years and are gradually being retired due to personnel shortages in the Japanese Self-Defense Forces [1] Group 2 - The export of these destroyers will require modifications to meet Philippine specifications, including the introduction of necessary equipment and communication facilities [2] - There are concerns regarding the compatibility of the second-hand destroyers with the existing Philippine naval fleet, which may limit the enhancement of the Philippine Navy's operational capabilities [2] - The Philippines is actively modernizing its naval fleet, having previously procured vessels from South Korea and Israel, and is mixing new ships with older ones acquired from the US and UK [3] Group 3 - Recent developments indicate increasing military cooperation between Japan and the Philippines, including the approval of a reciprocal access agreement that allows Japanese Self-Defense Forces to conduct joint exercises in the Philippines [3] - The Philippines' reliance on external military support and procurement of older weapons raises questions about the effectiveness and sustainability of its military modernization efforts [2][3] - The ongoing military collaboration is perceived as provocative towards China, with both countries engaging in joint exercises and patrols under US leadership [3]

Core Insights - In Q2 2023, Shanghai emerged as a favored destination for foreign investment in manufacturing projects, with a total of 51 foreign manufacturing and R&D projects signed in the Yangtze River Delta region [1][4] - European investments remained significant, with 35 projects, predominantly from Germany, while Japan, the US, and Singapore also contributed [1][2] - Key investment sectors included automotive, healthcare, and equipment manufacturing, with a notable concentration of projects in Shanghai [1][2] Group 1: Investment Trends - The total number of foreign manufacturing investment projects in the Yangtze River Delta saw a slight year-on-year decline, but European project numbers increased steadily [2] - Major foreign companies, such as Roche and Lexus, have chosen to invest in Shanghai, indicating strong confidence in the local market [2] - Specific projects include Roche's investment of 2.04 billion yuan aimed at enhancing its supply chain and local production, and Lexus's new energy project expected to be completed by 2026 [2] Group 2: Sector Focus - The automotive sector accounted for 14 projects, with 9 located in Shanghai, reflecting a trend towards concentration in major cities [1][2] - The healthcare sector saw 10 projects, while equipment manufacturing also attracted 10 projects, highlighting these as key areas for foreign investment [1] - Other sectors, including electronics, chemicals, and new materials, contributed an additional 17 projects, showcasing a diverse investment landscape [1]

Group 1 - The company held its fourth supervisory board meeting on July 4, 2025, which was conducted in accordance with relevant laws and regulations [1][2] - The supervisory board's powers will be exercised by the audit committee of the board of directors, and the company's articles of association have been amended accordingly [2] - The resolution to cancel the supervisory board will not adversely affect the company's governance or operations [2] Group 2 - The voting results for the resolution were 3 votes in favor, 0 against, and 0 abstentions, and the proposal will be submitted to the shareholders' meeting for approval [2]

Group 1 - The company Zhangjiagang Zhonghuan Hailu High-end Equipment Co., Ltd. has proposed amendments to its Articles of Association and certain internal regulations, which have been approved by the eighth meeting of the fourth Supervisory Board held on July 4, 2025 [1][2] - The amendments are in accordance with relevant laws and regulations, including the Company Law of the People's Republic of China and the Shenzhen Stock Exchange's rules for listed companies [2] - The company's Supervisory Board's powers will be transferred to the Audit Committee of the Board of Directors, and the Supervisory Board's meeting rules will be abolished, which is not expected to negatively impact the company's governance or operations [2] Group 2 - The specific amendments to the Articles of Association and other regulations have been disclosed on the Giant Tide Information Network [2] - The company will continue to operate normally until the shareholders' meeting approves the amendments, ensuring compliance with relevant laws and regulations [2]