每经记者｜刘艳美 每经编辑｜杨欢 新华社消息，中央财经委员会7月1日召开第六次会议，研究推动海洋经济高质量发展问题。 会议指出，推动海洋经济高质量发展，要加强顶层设计，加大政策支持力度，鼓励引导社会资本积极参与发展海洋经济。要提高海洋科技自主创新能力，强 化海洋战略科技力量，培育发展海洋科技领军企业和专精特新中小企业。 会议强调，要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。 会议同时提到，要加强海湾经济发展规划研究，有序推进沿海港口群优化整合。要加强海洋生态环境保护，接续实施重点海域综合治理，积极推进海域分层 立体利用，探索开展海洋碳汇核算。 解读：21世纪是海洋开发与利用的世纪。我国是陆地大国，也是海洋大国，海洋经济发展前景广阔。数据显示，2024年我国海洋经济总量首次突破10万亿 元，占GDP比重达到7.8%。 近年来，高层多次对发展海洋经济作出重要部署。党的二十届三中全会提出，"完善促进海洋经济发展体制机制"。2024年12月中央经济工作会议强调，"大 力发展海洋经济和湾区经济"。2025年政府工 ...

行业研究丨深度报告丨电气设备 [Table_Title] 破晓·新启 ——电新行业 2025 年度中期投资策略 %% %% %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Summary] 2025H1 板块表现分化较大，各细分方向后续催化不一，其中，锂电池、风电、储能、电力设备 等方向行业基本面向好，景气度依旧持续。锂电材料和光伏板块位于底部，并且存在反转的可 能性。人形机器人、AIDC 是今年表现突出的新方向，未来成长空间依然较大。 分析师及联系人 [Table_Author] 邬博华 曹海花 叶之楠 SAC：S0490514040001 SAC：S0490522030001 SAC：S0490520090003 SFC：BQK482 司鸿历 袁澎 王耀 SAC：S0490520080002 SAC：S0490524010001 SAC：S0490524120006 SFC：BVD284 任佳惠 周圣钧 SAC：S0490524070005 SAC：S0490524120003 请阅读最后评级说明和重要声明 2 / 49 %% %% %% %% resear ...

金十数据7月1日讯，吉鑫科技公告，公司股票连续3个交易日收盘价格涨幅偏离值累计达到20%，属于 股票交易异常波动。经核实，公司及控股股东、实际控制人不存在对公司股票价格造成重大影响的事 项，也未涉及公司应披露而未披露的重大信息。公司提醒投资者注意二级市场交易风险和业绩风险。 吉鑫科技：公司经营情况正常 无应披露而未披露的重大事项 ...

Market Overview - On July 1, the total trading volume of the Shanghai and Shenzhen stock markets was 1.47 trillion yuan, a decrease of 20.8 billion yuan compared to the previous trading day [1] - Sectors such as innovative drugs, China Shipbuilding, photolithography machines, and precious metals saw significant gains, while sectors like diversified finance, cross-border payments, copper cables, and AI intelligence experienced declines [1] High-Performing Stocks - Longcheng Military Industry achieved a 10-day 8-limit increase, with a price increase of 10.02% to 31.96 yuan [2] - Guizhou Bailin rose by 10.04% to 5.70 yuan, marking an 8-day 5-limit increase [2] - Aijian Group increased by 9.97% to 8.16 yuan, with a 5-day 4-limit increase [2] - Chengbang Co. saw a limit increase of 10.01% to 9.89 yuan, achieving a 4-day limit increase [2] - Feima International rose by 9.89% to 3.11 yuan, with a 6-day 3-limit increase [2] Notable Net Inflows - The top three net inflows on the daily leaderboard were China Shipbuilding Emergency, China Materials Technology, and Xuanji Information, with net purchases of 167 million yuan, 148 million yuan, and 144 million yuan respectively [3][4] Sector Highlights - China Shipbuilding Emergency, focusing on military equipment and emergency transportation, saw a daily increase of 20.04% with a trading volume of 15.54 billion yuan [6] - China Materials Technology, a leader in AI glass fiber and wind turbine blades, increased by 10.00% with a trading volume of 15.49 billion yuan [10] - Xuanji Information, involved in national defense and digital city services, also saw a daily increase of 20.00% with a trading volume of 11.16 billion yuan [14] Institutional Activity - The top three net purchases by institutional seats included China Materials Technology, Hongye Futures, and Dongshan Precision, with net purchases of 173 million yuan, 41.57 million yuan, and 37.92 million yuan respectively [5][6] - Conversely, the top three net sales were Xin Henghui, Hao Shang Hao, and Ying Lian Co., with net sales of 104 million yuan, 51.95 million yuan, and 46.49 million yuan respectively [6]

Core Insights - The EU's recent shift in policy towards China, particularly regarding rare earth magnets, reflects a response to significant supply chain pressures rather than a purely emotional reaction [1][10] - China's dominance in the rare earth processing sector, controlling over 70% of global capacity, makes it nearly impossible for the EU to bypass Chinese resources in the current industrial landscape [3][5] Group 1: EU's Policy Shift - The EU is seeking to ease export restrictions from China to address a shortage of rare earth magnets critical for high-end manufacturing, including electric vehicles and wind power [1][3] - Following the introduction of export licensing by China, European companies have experienced increased pressure, leading to longer supply cycles and rising costs [3][5] - The EU has initiated 13 rare earth industry projects to establish a localized supply chain, but it will take at least 3 to 5 years to achieve significant production capabilities [3][5] Group 2: Trade Relations and Tensions - The EU has tightened trade policies against China, including imposing a temporary tariff of 35.3% on Chinese electric vehicles, reflecting a "de-risking" strategy [5] - Despite the EU's tough stance, there is a recognition of the severe impact of rare earth shortages on European industries, prompting calls for cooperation from China [5][10] - The EU's internal divisions regarding its approach to China complicate its ability to form a cohesive strategy, with some officials advocating for a confrontational stance while others seek dialogue [8][10] Group 3: China's Position - China has indicated a willingness to cooperate but has not shown signs of conceding on the rare earth issue, emphasizing a balanced and legal approach to export regulation [6][10] - The Chinese government stresses the importance of mutual respect and cooperation in its dealings with the EU, highlighting the need for trust rebuilding within a rules-based framework [6][10] - The future of EU-China relations regarding rare earths will depend on whether the EU opts for a confrontational adjustment or seeks to redefine its cooperative framework based on shared interests [10]

习近平主持召开中央财经委员会第六次会议强调 会议强调，纵深推进全国统一大市场建设，要聚焦重点难点，依法依规治理企业低价无 序竞争，引导企业提升产品品质，推动落后产能有序退出；规范政府采购和招标投标，加强 对中标结果的公平性审查；规范地方招商引资，加强招商引资信息披露；着力推动内外贸一 体化发展，畅通出口转内销路径，培育一批内外贸优质企业；持续开展规范涉企执法专项行 动，健全有利于市场统一的财税体制、统计核算制度和信用体系；引导干部树立和践行正确 政绩观，完善高质量发展考核体系和干部政绩考核评价体系。 纵深推进全国统一大市场建设 中共中央政治局常委、国务院总理、中央财经委员会副主任李强，中共中央政治局常 委、中央书记处书记、中央财经委员会委员蔡奇，中共中央政治局常委、国务院副总理、中 央财经委员会委员丁薛祥出席会议。 会议强调，推动海洋经济高质量发展，要更加注重创新驱动，更加注重高效协同，更加 注重产业更新，更加注重人海和谐，更加注重合作共赢。 推动海洋经济高质量发展 会议指出，纵深推进全国统一大市场建设，基本要求是"五统一、一开放"，即统一市场 基础制度、统一市场基础设施、统一政府行为尺度、统一市场监管执法、 ...

Core Viewpoint - The development of biomass power generation in Pingguan County, Shanxi Province, is closely linked to the local ecological restoration efforts, particularly through the utilization of the local plant, Caragana, which has become a key renewable energy resource [1][2]. Group 1: Biomass Power Generation - The Caragana plant, known for its high calorific value, is being used as a renewable biomass energy source in Pingguan County, with the local company Jin Dian Chemical Co., Ltd. launching a biomass cogeneration project in 2022 [2]. - The project utilizes Caragana branches and agricultural waste, which are processed and burned in boilers to generate electricity, providing heating for 1.52 million square meters in the county [2]. - Since 2021, Pingguan County has completed afforestation of 251,700 acres and restored 145,000 acres of degraded forest, achieving over 60% greening rate along the Yellow River [1][2]. Group 2: Green Development Strategy - Pingguan County is implementing a "three greens" development strategy focusing on green organic agriculture, green energy, and green tourism, aiming for a comprehensive high-quality development path [3]. - The county is promoting diverse energy sources, including wind, solar, water, and biomass, to establish a clean energy base, with several new energy projects already in place [3]. - The integration of agriculture, culture, and tourism is being emphasized, with the development of the Yellow River National Cultural Park and various eco-agricultural tourism projects [3][4].

Core Viewpoint - The meeting chaired by Xi Jinping emphasizes the need to enhance independent innovation capabilities in marine technology and to cultivate leading enterprises and specialized small and medium-sized enterprises in this sector [1] Group 1: Marine Technology Development - The focus is on strengthening the strategic technological capabilities in marine science and technology [1] - There is a call to develop leading enterprises in marine technology and specialized small and medium-sized enterprises [1] Group 2: Marine Industry Growth - The aim is to enhance and expand the marine industry, including promoting the orderly construction of offshore wind power [1] - Development of modern deep-sea fishing, marine biomedicine, and marine biological products is highlighted [1] - The creation of marine cultural and tourism destinations is also a priority [1] Group 3: Maritime Economic Planning - There is an emphasis on strengthening research on bay economic development planning [1] - The optimization and integration of coastal port clusters will be advanced in an orderly manner [1]

会议强调，推动海洋经济高质量发展，要更加注重创新驱动，更加注重高效协同，更加注重产业更 新，更加注重人海和谐，更加注重合作共赢。 会议指出，推动海洋经济高质量发展，要加强顶层设计，加大政策支持力度，鼓励引导社会资本积 极参与发展海洋经济。要提高海洋科技自主创新能力，强化海洋战略科技力量，培育发展海洋科技 领军企业和专精特新中小企业。要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。要加强海湾经济发展规划研究，有序推进沿海港口群优化整合。要加强海洋生态环境保护， 接续实施重点海域综合治理，积极推进海域分层立体利用，探索开展海洋碳汇核算。要深度参与全 球海洋治理，加强全球海洋科研调查、防灾减灾、蓝色经济合作。 中央财经委员会委员出席会议，中央和国家机关有关部门负责同志列席会议。 据新华社，中共中央总书记、国家主席、中央军委主席、中央财经委员会主任习近平7月1日上午主 持召开中央财经委员会第六次会议，研究纵深推进全国统一大市场建设、海洋经济高质量发展等问 题。习近平在会上发表重要讲话强调，建设全国统一大市场是构建 ...

Core Viewpoint - The meeting emphasizes the need for high-quality development of the marine economy through enhanced top-level design, increased policy support, and encouraging social capital participation [1] Group 1: Marine Economy Development - The focus is on strengthening the independent innovation capability of marine technology and enhancing strategic technological power in the marine sector [1] - The development of leading marine technology enterprises and specialized small and medium-sized enterprises is encouraged [1] - The meeting calls for the promotion of orderly construction of offshore wind power and the modernization of deep-sea fishing [1] Group 2: Marine Industry and Services - There is an emphasis on developing marine biomedicine and biological products, as well as creating marine cultural and tourism destinations [1] - The meeting highlights the need for high-quality development of the shipping industry [1] - Research on the development planning of bay economies and the optimization of coastal port clusters is prioritized [1] Group 3: Environmental Protection and Global Cooperation - Strengthening marine ecological environment protection and implementing comprehensive management of key sea areas is essential [1] - The meeting advocates for layered and three-dimensional utilization of marine areas and exploring marine carbon sink accounting [1] - Deep participation in global marine governance and cooperation in global marine scientific research, disaster prevention, and blue economy is encouraged [1]