中国船舶（600150）公告，公司拟向中国重工（601989）全体换股股东发行A股股票的方式换股吸收合 并中国重工。本次交易已获得上海证券交易所并购重组审核委员会审核通过，符合重组条件和信息披露 要求。交易尚需中国证券监督管理委员会予以注册以及相关法律法规所要求的其他可能涉及的必要批 准、核准、备案或许可(如需)后方可正式实施。 ...

Core Viewpoint - The A-share market is experiencing a significant surge in merger and acquisition (M&A) activities, driven by companies seeking rapid growth and strategic repositioning amid economic challenges [1][5]. Summary by Sections M&A Activity Overview - In 2023, the M&A projects reviewed by the Shanghai and Shenzhen Stock Exchanges reached 13, with a 100% approval rate, except for one case that was postponed [3]. - The number of M&A projects in the first half of 2023 has already reached 86.67% of the total from the previous year [6]. Economic Context - The global M&A trend aligns with the A-share market, with a 15% increase in transaction value to $1.5 trillion in the first half of 2025, and a 19% rise in large transactions over $1 billion [5]. - The current geopolitical and economic uncertainties, including the ongoing Russia-Ukraine conflict and trade tensions initiated by the U.S., are making business operations more challenging, particularly for small and medium-sized enterprises [5]. Government Policies - The Chinese government has introduced various policies to support M&A activities, such as measures to enhance the resilience of industrial chains and reforms in the M&A market [6]. - Specific policies include the "Eight Measures to Deepen the Reform of the Sci-Tech Innovation Board" and revised regulations on major asset restructuring [6]. Types of M&A - Strong mergers are observed, such as the restructuring of Haiguang Information with Zhongke Shuguang and the merger of Guotai Junan with Haitong Securities, which are aimed at leveraging capital during economic downturns [6]. - There is a notable increase in both upstream and downstream industry mergers, as well as cross-industry acquisitions, allowing companies to quickly gain market share and technological capabilities [6][7]. Market Dynamics - Companies are increasingly targeting core technologies through acquisitions, exemplified by Dongshan Precision's acquisition of Solstice Optoelectronics to overcome technological barriers [7]. - Traditional industries facing stagnation are also pushing for M&A, as seen with real estate company *ST Jinke's intention to acquire photovoltaic assets [7]. Caution for Investors - While the enthusiasm for M&A is high, not all mergers guarantee success, and post-merger integration may not meet expectations, leading to potential pitfalls for investors [7].

中银证券认为，上半年A股在估值正贡献支撑下震荡收涨，盈利端呈现一定程度的负贡献。从风格因子 的表现来看，小市值、低估值占优，高盈利组合仅在一季度有所表现。当前市场对于盈利因子计价相对 较弱，7—8月中报业绩窗口期，盈利因子有望迎来阶段性修复。估值端，基本面及宏观政策中长期预期 的修复使得市场下行风险较低，充裕的流动性环境下，预计下半年A股市场有望呈现震荡上行趋势。 财信证券认为，近期大盘维持了反弹走势，沪指盘中创下年内新高。不过市场成交额连续缩量，导致近 期热点题材板块的延续性仍有待改善。短期操作上，建议把握好热点题材板块间的轮动节奏。中长期 看，在经济基本面、增量政策、流动性尚未出现明显拐点时，市场趋势性行情或需等待。但在中央汇金 类"平准基金"功能持续发挥下，市场向下空间也相对有限。预计第三季度A股指数仍将在924行情以来 的宽幅震荡区间内，市场风格或将继续轮动。 中原证券认为，周四早盘股指高开后震荡回落，盘中沪指在3447点附近获得支撑，午后股指震荡回升， 盘中消费电子、电子元件、电池以及通信设备等行业表现较好；船舶制造、采掘、游戏以及工程机械等 行业表现较弱。长期资金入市步伐加快，ETF规模稳步增长， ...

船舶产品拉动出口增长。前5个月，机电产品、石化产品强势拉动大连市出口增长。其中船舶出口98.3 亿元，同比增长58.7%，占大连市外贸出口总值的10.1%。同期，保税期货原油转口快速发展，共出口 保税原油65.8亿元，去年同期无出口记录。船舶和原油拉高大连市外贸出口增长12个百分点。 国有企业、外资企业保持增长。前5个月，大连国有企业进出口214.6亿元，同比增长16.7%。外资企业 进出口646.2亿元，同比增长11.1%。民营企业进出口1055.8亿元，同比下降0.4%。 新兴市场保持强劲势头。前5个月，大连市对马来西亚进出口保持强劲增长势头，进出口实现218.7亿 元，同比增长27.5%，继续保持大连市第二大贸易伙伴。传统市场方面，对日本进出口299.5亿元，同比 增长4.2%；对韩国进出口200.4亿元，同比增长19.3%；对沙特进出口125.4亿元，下降21.2%。(大连市 商务局供稿) 据大连海关初步统计，今年前5个月，大连市累计完成进出口总额1919.8亿元，同比增长5%，增幅高于 全国2.5个百分点，高于辽宁省6.8个百分点。其中，出口975.4亿元，同比增长17.2%；进口944.4亿元， ...

Group 1 - The core viewpoint of the articles highlights the significant advancements in green logistics and transportation in Yidu, Hubei Province, focusing on the implementation of zero-emission technologies and infrastructure improvements [1][2][3] Group 2 - The first zero-emission new energy traction locomotive has been introduced on the Songyi Railway, which has been in operation for 32 years, leading to a reduction in operational costs by over 50% for transporting the same weight of goods [1] - The Yidu port has fully implemented shore power technology, which has reduced noise and air pollution, and has significantly decreased the non-loading operation time of vessels, enhancing port efficiency [2] - As of May 2023, the port's shore power facilities have been installed at all operational terminals, with a total of 52 sets of equipment, resulting in a cumulative electricity supply of over 200,000 kWh, saving approximately 42 tons of fuel and reducing carbon emissions by about 139 tons [2] - The Yidu Green Intelligent Shipbuilding Industrial Park is under construction, covering an area of 585 acres with a total investment of approximately 1.79 billion yuan, aiming to establish a billion-level green intelligent shipbuilding industry chain [3] - Once fully operational, the industrial park is expected to build 14 ships annually, with a total carrying capacity of 80,000 tons [3]

转自：新华财经 优化监管服务机制。广东证监局建立发展专班工作机制，通过走访座谈、专题培训、印发专刊等方式， 形成工作服务台账，动态更新上市公司并购重组进展、困难与诉求，"一司一策"制定推动方案。同时， 组织举办新"国九条""并购六条""重组新规"系列专题培训会，累计培训上市公司实际控制人、董监高等 超1500人次。 搭建综合服务平台。广东证监局联合广东省委金融办指导成立"广东资本市场并购重组联盟"，各证券交 易所、省内有关政府部门大力支持，国有投资平台、产业集团、创投机构、股权交易中心、行业协会、 上市公司、商业银行，以及证券公司等各类专业服务机构踊跃加盟；同步指导广东上市公司协会建立并 购重组"标的库"，助力上市公司提升并购效率，目前并购重组"标的库"在库企业已超千家。 新华财经广州7月3日电（记者孟盈如） 记者从广东证监局获悉，随着并购新规陆续出台，广东并购重 组市场活力迸发，不断加速。"并购六条"发布以来，广东辖区上市公司新增披露并购重组227单，涉及 金额780亿元，交出亮眼的成绩单。 畅通资本循环 重磅案例接续落地 广东证监局数据显示，目前广东辖区内披露、完成重大资产重组交易超20单，持续位居全国首 ...

Group 1 - The domestic aircraft carrier concept sector declined by 0.79%, ranking among the top declines in the concept sector, with leading decliners including China Ship Emergency, China Marine Defense, and Yaxing Anchor Chain [1] - Among the 14 stocks that rose, Nanshan Holdings, China Satellite, and Jinxin Nuo had the highest increases of 10.07%, 2.11%, and 2.07% respectively [1] - The domestic aircraft carrier concept sector experienced a net outflow of 1.42 billion yuan, with 29 stocks seeing net outflows, and 9 stocks with outflows exceeding 50 million yuan [1] Group 2 - The stock with the highest net outflow was Yaxing Anchor Chain, with a net outflow of 365.44 million yuan, followed by Hailanxin, China Ship Emergency, and China Shipbuilding with net outflows of 205.27 million yuan, 158.31 million yuan, and 127.01 million yuan respectively [1] - The stocks with the highest net inflows included Jinxin Nuo, China Satellite, and Aero Engine Corporation, with net inflows of 43.54 million yuan, 29.55 million yuan, and 28.83 million yuan respectively [2]

Group 1 - The core viewpoint of the article highlights the decline of the China Shipbuilding sector, with a drop of 0.76% as of July 3rd, positioning it among the top decliners in the concept sector [1] - Within the China Shipbuilding sector, companies such as China Ship Emergency, China Marine Defense, and Kunshan Intelligent experienced significant declines, while a few companies like Jiuzhiyang, China Shipbuilding, and China Ship Technology saw slight increases [1] - The article provides a detailed table of concept sectors showing the top gainers and losers, with the China Shipbuilding sector being one of the notable losers [1] Group 2 - The article notes that the China Shipbuilding sector faced a net outflow of 461 million yuan from major funds, with ten stocks experiencing net outflows, and five stocks seeing outflows exceeding 30 million yuan [1] - China Ship Emergency led the net outflow with 158 million yuan, followed by China Shipbuilding and China Marine Defense, which also saw significant outflows [1] - A detailed table lists the stocks within the China Shipbuilding sector, showing their respective price changes, turnover rates, and net fund flows, indicating a challenging day for most companies in the sector [1]

Group 1: Future Transportation Technologies - The 17th International Transportation Technology and Equipment Exhibition is taking place in Beijing, showcasing new technologies in land, sea, and air transportation [1] - The Southwest Jiaotong University has developed a polymorphic coupling rail transportation dynamic model testing platform, capable of testing different maglev train systems, with a maximum test speed of 1500 kilometers per hour in a low vacuum environment [1][3] - The future of maritime vessels is expected to become more intelligent, with real-time data feedback from a land-based center for navigation and engine data [5] Group 2: Innovations in Air Travel - The new generation cabin display system developed by Tongji University in collaboration with Boeing (China) can transform cabin surfaces into interactive screens, allowing passengers to select entertainment options through gesture control [7] - The transportation sector is encouraged to enhance collaborative innovation among enterprises, universities, and research institutions, focusing on the integration of artificial intelligence and transportation to achieve breakthroughs in key technologies [9]

7月3日至7日，山东舰带着万吨大驱访问香港。前段时间，辽宁舰、山东舰赴西太平洋等海域开展训 练。军事专家曹卫东："在高强度演习训练后，山东舰就来访问香港，说明装备很可靠。因为没有通过 演习高强度使用后，就进厂维修或保养，而是马上可以展示。"(央视军事) ...