上证180ETF指数紧密跟踪上证180指数，上证180指数从沪市证券中选取市值规模较大、流动性较好的 180只证券作为样本，反映上海证券市场核心上市公司证券整体表现。 上证180ETF指数(510040)，场外联接A：023199；联接C：023200；联接I：024139。 消息面上，关税问题落地，中信证券指出，美国和东盟国家的新贸易协议落地后，中国通过东盟进行转 口贸易的难度可能有所提升，这也会加速中国企业出海建厂进程。中长期来看，中企出海有望形成当地 生产、当地消费的新循环，东盟等当地消费市场的机遇有望持续扩大。 截至2025年7月11日 10:38，上证180ETF指数(510040)上涨1.07%，跟踪指数成分股包钢股份(600010)上 涨10.00%，药明康德(603259)上涨9.99%，北方稀土(600111)上涨9.89%，中国船舶(600150)，东方证券 (600958)等个股跟涨。 数据显示，截至2025年6月30日，上证180指数(000010)前十大权重股分别为贵州茅台(600519)、紫金矿 业(601899)、中国平安(601318)、恒瑞医药(600276)、招商银行(60 ...

Group 1 - A-shares main indices experienced a rapid rise, with the A500 ETF (512050) increasing by 0.82% as of 10:14 AM, driven by strong performances from stocks like Baogang Co. and Northern Rare Earth, which hit the daily limit up [1] - Baogang Co. and Northern Rare Earth announced a price increase for rare earth concentrate for Q3, adjusting the price to 19,109 yuan/ton, a 1.5% increase from Q2's 18,825 yuan/ton [1] - The core assets in A-shares are expected to continue their recovery, supported by China's implementation of counter-cyclical adjustments and moderately loose monetary policy, achieving multiple goals of stabilizing growth, controlling prices, preventing risks, and promoting stability [1] Group 2 - The new generation core broad-based A500 ETF (512050) helps investors easily allocate to core A-share assets, tracking the CSI A500 Index with a strategy that combines industry-balanced allocation and leading stock selection [2] - The ETF covers all sectors and integrates both value and growth attributes, with a natural "dumbbell" investment characteristic, overweighting sectors like electronics, pharmaceuticals, and power equipment compared to the CSI 300 [2]

Group 1 - The military industry sector experienced a significant rally, with Guorui Technology hitting a 20% limit up [1] - The shipbuilding sector led the gains, with notable increases in shares of China Shipbuilding, China Heavy Industry, Jianglong Shipbuilding, and China Ship Emergency [1] - China Shipbuilding forecasted a 98.25% year-on-year increase in net profit for the first half of the year, reaching 1.1949 billion [1]

图片来源/摄图网授权 ■中国经济时报记者 李海楠 国家统计局7月9日发布数据显示，6月份，扩内需、促消费政策持续显效，居民消费价格指数（CPI）环比降幅收窄，同比结束连续4个月下降的趋势，转 为上涨0.1%。工业生产者出厂价格指数（PPI）持续承压，改善程度有限。但随着各项宏观政策加力实施，部分行业供需关系有所改善，价格呈企稳回升 态势。 "价格水平由市场供求关系决定，当前价格持续低位波动，反映出市场供大于求态势明显而且还在发展，必须高度警惕。"国务院发展研究中心宏观经济研 究部研究员张立群在接受中国经济时报记者采访时提醒，需密切关注供需变化趋势，并适时采取必要措施，促进供需在更高水平上实现动态平衡。 密切关注供需关系变化，促进需求平稳释放 中国经济时报：6月CPI同比上涨0.1%，PPI同比下降3.6%。您怎么看二者呈现出的"涨跌互现"？ 张立群：价格是市场供求关系的"温度计"。上半年，CPI出现连续负增长、PPI降幅扩大。当前CPI结束连续4个月下降后转为上涨，核心CPI涨幅也有所扩 大，出现了边际改善迹象。不过，CPI虽有小幅回升但总体仍在低位徘徊，PPI延续下行态势。价格持续下行会对市场主体的预期和信 ...

Group 1 - The third Weihai University Student Entrepreneurship Competition was held, showcasing 30 high-quality projects [2] - The competition attracted 173 young entrepreneurs, with 30 projects selected across various fields including high-tech shipbuilding, electromagnetic image recognition, and aviation engine equipment [2][4] - The event included over 30 training sessions aimed at enhancing participants' skills, benefiting more than 300 individuals [2] Group 2 - The competition is part of Weihai's broader initiative to stimulate innovation and entrepreneurship among university students, as outlined in the "Entrepreneurship Weihai" action plan [4] - The plan aims to support over 19,000 entrepreneurs and create more than 50,000 jobs by 2026, with annual goals for nurturing specialized enterprises and providing financial support [4] - The "Entrepreneurship Accompaniment Space" has already attracted 415 small enterprises, creating over 2,300 jobs, highlighting its role in supporting micro and small businesses [3]

对此，中国动力解释，上半年，公司柴油机板块销售规模持续快速增长，合同结算大幅增加，主要产品 船用低速发动机的价格增长。公司深入贯彻"成本工程"，产品盈利能力提升。 长江商报记者发现，近几年，中国动力的毛利率、净利率持续双升。2025年一季度，公司毛利率 16.18%，同比上升5.53个百分点。 长江商报消息 船舶行业继续保持高景气，国内舰船动力及传动装备龙头企业中国动力（600482.SH）经 营业绩继续快速增长。 根据业绩预告，2025年上半年，中国动力预计实现归母净利润8亿元到11.5亿元，同比增长 68.28%到 141.90%。预计实现扣非净利润7亿元到10.5亿元，同比增长66.99%到150.49%。 中国动力市场底蕴深厚，市场地位领先。公司依托中国船舶集团及对应业务的科研院所，拥有强大的科 技创新能力和较为完备的科技创新体系。公司也积极投身研发，过去三年，年度研发投入均超过20亿 元。 中国动力的核心竞争力还表现在流动性充足。截至2025年一季度末，公司货币资金接近400亿元。 营收净利连续两年半双增 对于上半年预计业绩快速增长，中国动力解释，主要原因有两个，一个是船舶行业继续保持增长势头， 公 ...

旅游观光 "GNV·北极星"号是我国首艘自主研发、设计及建造的大型出口客滚船，全长218米、型宽29.6 米，配置各类客舱298间。图为"GNV·北极星"号。 李 刚 钟 伟摄影报道 工程生产 全球首艘安装海上碳捕集和封存装置的海上浮式生产储油卸油船AGOGO FPSO在上海交付， 船长333米、宽60米，日产原油量可达12万桶。图为AGOGO FPSO。 沈文敏 曹嘉平摄影报道 工程生产 "BOREAS"号是我国建造的目前全球最大自升自航式海上风电安装船，最大工作水深80米， 能够安装25兆瓦的海上风机。图为"BOREAS"号在进行升降试验。 唐 克摄(影像中国) 科学考察 "雪龙2"号是我国第一艘自主建造的极地科考破冰船，是全球第一艘采用艏、艉双向破冰技术 的极地科考破冰船，续航力为2万海里。图为"雪龙2"号在南极中山站区域等待卸货。 新华社记者 黄韬 铭摄 旅游观光 "爱达·魔都号"是我国首艘国产大型邮轮，总长323.6米、型宽37.2米，有24层楼高、2125间客 房，可载乘客5246人。图为"爱达·魔都号"邮轮驶向山东青岛国际邮轮母港。 俞方平摄(人民视觉) 旅游观光 "九洲湾1号"是我国首艘近岸型 ...

Group 1: Marine Economy Development - The core viewpoint emphasizes the importance of high-quality development in the marine economy as part of China's modernization strategy, driven by technological innovation [1] - The Chinese government is focusing on enhancing independent innovation capabilities in marine technology and fostering leading marine technology enterprises [1] - The article highlights the significance of marine resources and the need for strategic management to boost the marine economy [1] Group 2: Marine Aquaculture - The article discusses the advantages of large-scale aquaculture, specifically the use of oversized net cages that enhance the quality of fish, such as the large yellow croaker [2] - The unique geographical features of the region, including nutrient-rich waters from three rivers, contribute to the area's prominence in yellow croaker production [2] - Innovations in net cage design, such as using high-density polyethylene, improve resilience against harsh weather conditions [2][3] Group 3: Smart Aquaculture Technologies - The integration of smart technologies in aquaculture management allows for real-time monitoring of water quality parameters, significantly reducing disease rates among fish [3] - The establishment of a net-free sound wave marine ranch aims to simulate wild conditions for fish, aiding in the recovery of natural populations [3] Group 4: Wind Power Development - The article outlines the rapid development of offshore wind power in Fujian, with a total installed capacity of 383,000 kilowatts expected by May 2025 [6][7] - The use of domestic equipment in offshore wind projects marks a significant advancement in China's high-end manufacturing capabilities [7] - The article highlights the importance of energy storage solutions to enhance the utilization of offshore wind power [7] Group 5: Seaweed Industry Potential - Seaweed is identified as a valuable resource with significant potential for high-end applications, such as the production of ultra-pure sodium alginate for medical use [8][9] - The successful industrialization of ultra-pure sodium alginate represents a breakthrough in overcoming previous market monopolies [9] Group 6: LNG Dual-Fuel Shipbuilding - The construction of LNG dual-fuel ships is highlighted as a response to international emissions reduction targets, with significant reductions in CO2 emissions [10][12] - The article discusses the challenges faced in developing LNG fuel tanks and the innovative solutions implemented by domestic shipbuilders [11] Group 7: Desalination Projects - The establishment of a large-scale seawater desalination project in Tianjin aims to meet the freshwater needs of the chemical industry, replacing over 5 million tons of freshwater annually [14][15] - The project utilizes advanced dual-membrane desalination technology, achieving significant efficiency in freshwater production [15][16] - The integration of a circular economy model around desalination processes is being developed to enhance resource utilization [16]

从行业角度看，这简直是一场及时雨。船舶行业正处在一个新一轮的景气周期，海运需求蹭蹭的涨，造 船三大指标一路飘红，中国船舶和中国重工订单都接到了手软。这时候的合并就像两个武林高手的合 体，把科研生产管理优势资源和产业链供应链关键环节整合起来以后造修船的先进生产要素都往这儿集 聚，国际竞争力想不提升那都是难的。而且合并后的中国船舶资产规模、营业收入，手持船舶订单都能 在全球领跑，妥妥的世界。第一大旗舰型造船上市公司，这在国际上说话语权就不同了。如今中国神船 的起航，你不仅是两家企业的胜利，更是中国高端制造从单点突破到系统领先的拐点。当全球船东开始 习惯中国标准，当韩国船厂连夜开会研究中国模式，这场合并的价值早已写在了波涛汹涌的蓝海之上 的。 （原标题：和讯投顾杨立华：千亿巨轮"联姻"收官） 全球造船业的天花板被中国两大巨头合力顶破了。最近随着上交所一纸批文落地，中国船舶西平中国重 工的超级重组正式通过了，这场涉及1151.5亿元，创下A股10年最大交易规模的整合。终于锻造出一艘 总资产超4,000亿元的中国神船。和讯投顾杨立华分析，当两大国之重器，不再相互踩脚，而是合力划 桨。一场产业格局的重塑大戏已经开始了。说 ...

2025.07. 10 7月10日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 塞力医疗：旗下联营企业治疗性降压疫苗项目试验能否成功还存在重大不确定性 塞力医疗(603716)发布股票交易异常波动公告，公司股票连续3个交易日内日收盘价格涨幅偏离值累 计超过20%，属于股票交易异常波动的情形。公司关注到近期市场对创新药业务关注度较高。公司 旗下联营企业华纪元生物是公司于2020年1月投资的参股公司，持有其15.61%的股份，投资金额 1066.6万元，华纪元生物2024年营业收入2.68万元，净利润-238.23万元。其治疗性降压疫苗项目 HJY-ATRQβ-001已完成概念验证（POC）阶段研究和临床前研究，已于2025年6月6日获得国家药 监局（NMPA）的新药临床试验申请（IND）受理，后续还需经一期、二期临床试验，试验能否成功 还存在重大不确定性。上述投资目前对公司主营业务的影响较小，敬请投资者注意相关风险，理性决 策，审慎投资。 人福医药：股东招商生科取得增持股份专项贷款承诺函 人福医药(600079)公告，公司近日收到股东招商生命科技（武汉）有 ...