经营范围含汽车零部件及配件制造【分支机构经营】；城市轨道交通设备制造【分支机构经营】；铁路 运输辅助活动；铁路专用测量或检验仪器制造【分支机构经营】；铁路专用测量或检验仪器销售；生产 线管理服务；装卸搬运；新能源原动设备制造【分支机构经营】；普通货物仓储服务（不含危险化学品 等需许可审批的项目）；劳务服务（不含劳务派遣）；人力资源服务（不含职业中介活动、劳务派遣服 务）。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：铁路运输基础设备 制造【分支机构经营】；铁路机车车辆维修。（依法须经批准的项目，经相关部门批准后方可开展经营 活动，具体经营项目以相关部门批准文件或许可证件为准） 企业名称青岛三洋汇工贸发展有限公司法定代表人王智勇注册资本1000万人民币国标行业制造业>铁 路、船舶、航空航天和其他运输设备制造业>城市轨道交通设备制造地址山东省青岛市城阳区长城路89 号32号楼办公406户企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2025-6-23至无固定 期限登记机关青岛市城阳区市场监督管理局 来源：金融界 天眼查App显示，近日，青岛三洋汇工贸发展有限公司成立，法定代表人为 ...

每年4—5月，珞珈山下都会举行一场仪式，欢迎从南极、北极归来的科考师生。这些参加极地测绘科考的武汉大学师生，乘坐破冰船 远渡重洋抵达南极、北极。他们41年接续科考的路径，是武汉与远洋之间最远的一段距离，也是武汉与远洋之间最"近"的一段距离。 而距武汉大学（信息学部）不远处的武汉理工大学（马房山校区），则是武汉直通远洋、大海的另一个重要"出海口"。由武汉理工大 学科研人员设计的各种新型江海联运、江海直达和江洋直达的船舶，这几年一艘艘交付，游弋于江海。武汉，这座不靠海的江城，以学科 与产业深度融合为舟，在船舶设计与"智"造领域开辟通江达海的广阔航道，成为内陆开放高地——一座靠海很"近"的城市。 武汉理工大学"船承焕新生"企业课堂。通讯员杨立泉 供图 面朝大海 武汉驶出中国船舶业多个"第一" 在中国船舶产业链中，武汉占据重要地位。作为内陆唯一的"船舶与海洋工程装备国家新型工业化产业示范基地"，武汉拥有完备的船 舶产业链，涵盖研发、设计、制造、配套等环节，相关企事业单位超100家，船舶设计能力位居国内前列。 春暖花开 武汉船舶人才格外抢手 6月22日上午，在武汉理工大学船海与能源动力工程学院水润滑轴承性能实验室，该校 ...

证券简称：中船防务 股票代码：600685 公告编号: 2025-021 中船海洋与防务装备股份有限公司 第十一届监事会第十三次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 中船海洋与防务装备股份有限公司（以下简称"本公司"）第十一届监事会第十三次会议于2025年6月23 日（星期一）以通讯表决方式召开，监事会会议通知和材料于2025年6月20日（星期五）以电子邮件方 式发出。本公司全体监事参加表决，并形成决议，符合《公司法》和本公司《公司章程》的有关规定， 所作决议合法有效。会议通过了如下议案： 1、通过《关于聘请公司2025年度财务报表及内部控制审计机构的预案》。 同意聘请信永中和会计师事务所（特殊普通合伙）为本公司2025年度财务报表及内部控制审计机构，审 计费用合计人民币158万元（含税），其中财务报表审计费用为130万元（含税），内部控制审计费用为 28万元（含税）。 表决结果：赞成5票，反对0票，弃权0票。 中船海洋与防务装备股份有限公司 监 事 会 2025年6月23日 证券代码：600685 证 ...

Economic Overview - Jiangsu, Zhejiang, and Anhui provinces have reported stable economic performance in recent months [1] - Fixed asset investment in Zhejiang increased by 1.9% year-on-year from January to May, with project investment growing by 12.1% [3] - Infrastructure investment in Zhejiang rose by 14.2%, accounting for 26.4% of total investment, an increase of 2.9 percentage points year-on-year [3] - Anhui's fixed asset investment grew by 0.2% year-on-year, with infrastructure investment increasing by 12.4% [3] - Jiangsu's fixed asset investment decreased by 1.4% year-on-year, but infrastructure investment grew by 8.7% [3] Trade Performance - Zhejiang ranked first in the country for export contributions, with total goods import and export reaching 2.24 trillion yuan, a 6.5% increase [4] - Anhui's total import and export value was 374.79 billion yuan, growing by 15.4% [4] - Jiangsu's total goods trade value was 2.33 trillion yuan, a 5.3% increase year-on-year [4] Consumer Spending - All three provinces maintained a retail sales growth rate of over 5% in the first five months [5] - Jiangsu's retail sales totaled 1.98839 trillion yuan, growing by 5.6% [5] - Zhejiang's retail sales reached 1.55 trillion yuan, with a growth of 5.3% [5] - Anhui's retail sales increased by 5.5% [5] Industrial Growth - Jiangsu's industrial added value grew by 7.7% year-on-year, with equipment manufacturing accounting for 54.6% of the total [7] - High-tech manufacturing and digital product manufacturing in Jiangsu saw increases of 9.8% and 9.7%, respectively [7] - Zhejiang's industrial added value grew by 7.6%, with significant contributions from petroleum processing and automotive sectors [8] - Anhui's industrial added value increased by 8.4%, with high-tech manufacturing growing by 29.3% [9]

消息面上，央国企并购重组提速，近日，两大船舶央企——中国船舶工业股份有限公司与中国船舶重工 股份有限公司的合并取得实质性进展。根据中国船舶稍早之前披露的信息，此次双方合并，中国船舶为 吸收合并方，中国重工（维权）为被吸收合并方。中国船舶将以向中国重工全体换股股东发行A股股票 的方式换股吸收合并中国重工。从今年年初开始，淮河能源集团、国家电投集团、华电国际、上海电力 等多家能源电力国企央企纷纷启动重大资产重组，推动国有资本向能源安全核心领域、新型电力及新能 源前瞻性领域等关键领域集中。 东吴证券指出，近年国内利率中枢持续下行，国内各类资产的投资回报率预期也整体走弱，当前相比 A 股，港股红利的股息率更具吸引力。港股恒生高股息指数的股息率达 8.1%，中证红利指数股息率为 5.8%。即使扣除 20%的分红税，港股红利资产经税后的实际收益水平仍显著优于 A 股同类资产。 截至2025年6月23日 13:15，恒生央企ETF(513170)上涨0.89%，最新价报1.35元。截至6月20日，恒生央 企ETF近1年净值上涨18.78%。 流动性方面，恒生央企ETF盘中换手1.61%，成交848.99万元。拉长时间看，截 ...

中央企业重组整合工作一直是各界关注的热点。日前，东风汽车集团有限公司(以下简称"东风汽车集 团")与中国兵器装备集团有限公司(以下简称"兵器装备集团")未如市场预期般实现战略重组，引发业界 对一些央企及其子公司重组路径、资源整合、战略发展的关注与思考。 不同于上述两大汽车央企战略重组的暂缓，两大船舶央企——中国船舶工业股份有限公司(以下简称"中 国船舶")与中国船舶重工股份有限公司(以下简称"中国重工（601989）")的合并近期已取得实质性进 展。根据中国船舶稍早之前披露的信息，此次双方合并，中国船舶为吸收合并方，中国重工为被吸收合 并方。中国船舶将以向中国重工全体换股股东发行A股股票的方式换股吸收合并中国重工。 事实上，国企央企的合并重组、资源整合并非新鲜事。从今年年初开始，淮河能源（600575）集团、国 家电投集团、华电国际（600027）、上海电力（600021）等多家能源电力国企央企纷纷启动重大资产重 组，推动国有资本向能源安全核心领域、新型电力及新能源前瞻性领域等关键领域集中。 据华电国际6月14日发布的公告信息，华电国际拟通过发行普通股或支付现金的方式，购买华电江苏能 源有限公司、上海华电福新 ...

Group 1 - The defense and aerospace equipment industry is benefiting from industrial upgrades and the trend of self-control, with core equipment localization being the foundation for the industry's independent rise [1] - Demand-side opportunities arise from the growth of emerging markets and rising exports, focusing on leading companies in competitive niche sectors [1] - On the supply side, stock updates and import substitution are key, with sectors like shipbuilding, rail transit equipment, and nuclear power equipment benefiting from stock updates or counter-cyclical adjustments, showing relatively stable prosperity [1] Group 2 - In the nuclear power equipment sector, the third generation of nuclear power has entered the stage of mass construction, and the demonstration of the fourth generation of nuclear power has officially commenced operation, indicating promising future mass construction [1] - The gas turbine industry is entering a global renewal cycle, benefiting from incremental demand brought by AI data centers, showing a clear upward trend in prosperity [1] - The overall valuation level of the industry remains relatively stable, with a long-term positive outlook on structural opportunities brought by high-end equipment self-control and export development [1] Group 3 - The military ETF (512660) tracks the CSI Military Industry Index (399967), which is compiled by the China Securities Index Company, selecting listed companies in the defense and military industry from the Shanghai and Shenzhen markets [1] - This index reflects the overall performance of listed companies in China's military industry, characterized by significant industry concentration and growth potential [1]

Group 1: Market Performance - On June 20, the three major A-share indices closed down. The Shanghai Composite Index fell 0.07% to 3359.90 points, the Shenzhen Component Index dropped 0.47% to 10005.03 points, and the ChiNext Index declined 0.84% to 2009.89 points. There were more falling sectors than rising ones [2]. - Last week, stock index futures closed down. The decline of small and medium - cap varieties was significantly greater than that of large - cap blue - chips. The CSI 300 futures (IF2506) fell 0.19%, the SSE 50 futures (IH2506) rose 0.38%, the CSI 500 futures (IC2506) dropped 1.42%, and the CSI 1000 futures (IM2506) declined 1.14% [2][3]. - Last week, treasury bond futures closed up across the board. The 30 - year treasury bond futures rose 0.71%, the 10 - year rose 0.21%, the 5 - year rose 0.12%, and the 2 - year rose 0.09% [4]. Group 2: Fundamental Analysis - From January to May, the national general public budget revenue was 9662.3 billion yuan, a year - on - year decrease of 0.3%. Tax revenue was 7915.6 billion yuan, down 1.6% year - on - year, and non - tax revenue was 1746.7 billion yuan, up 6.2% year - on - year. Central revenue decreased by 3%, while local revenue increased by 1.9%. The national general public budget expenditure was 11295.3 billion yuan, a year - on - year increase of 4.2% [10]. - The inter - connection of the fast payment systems between the Chinese mainland and Hong Kong was launched, and cross - border payment services were launched in Shenzhen on June 22. The initial participating institutions included major banks in the mainland and Hong Kong [10]. - Last week, the central bank conducted 960.3 billion yuan of reverse repurchase operations. This week, there are 858.2 billion yuan of reverse repurchase and 182 billion yuan of MLF maturing, resulting in a net withdrawal of 79.9 billion yuan. This week, 960.3 billion yuan of reverse repurchase and 100 billion yuan of treasury cash fixed - deposit will mature [11]. - On June 21, US President Trump claimed that the US had attacked three Iranian nuclear facilities. US B - 2 bombers were reported to be involved, and Iran had no response [15]. - On June 20, the 1 - year LPR was 3.0% and the 5 - year - plus LPR was 3.5%, remaining stable compared to the previous period [15]. - In the first five months of this year, the balance of household time deposits increased monthly, reaching 119.34 trillion yuan in May. The proportion of household time deposits reached a record high in May [15]. Group 3: Valuation Analysis - As of June 20, the PE of the CSI 300 Index was 12.83 times with a quantile of 60%, and the PB was 1.34 times; the PE of the SSE 50 Index was 11.08 times with a quantile of 78.04%, and the PB was 1.21 times; the PE of the CSI 1000 Index was 36.87 times with a quantile of 42.35%, and the PB was 2.04 times [16][17]. Group 4: Other Data - The equity - bond yield spread is the difference between the stock market yield and the treasury bond yield. There are two formulas for calculating it: one is based on the reciprocal of the price - earnings ratio, and the other is based on the dividend yield [23][24]. Group 5: Comprehensive Analysis - Last week, the A - share market continued its weak and volatile pattern. External pressure increased due to the Fed's hawkish stance and the escalation of the Middle East geopolitical conflict, while internal momentum was insufficient due to the policy vacuum and doubts about economic recovery [27]. - In the short term, the A - share index futures are difficult to break the oscillation pattern. The strategy should be "box threshold operation + strict stop - loss", and maintain a neutral position to wait for policy or geopolitical signals [27].

金融界2025年6月21日消息，国家知识产权局信息显示，株洲时代橡塑元件开发有限责任公司、株洲时 代新材料科技股份有限公司申请一项名为"用于涡桨发动机中前侧减振器与扭矩补偿装置的连接方法"的 专利，公开号CN120175793A，申请日期为2025年04月。 天眼查资料显示，株洲时代橡塑元件开发有限责任公司，成立于1997年，位于株洲市，是一家以从事橡 胶和塑料制品业为主的企业。企业注册资本5000万人民币。通过天眼查大数据分析，株洲时代橡塑元件 开发有限责任公司参与招投标项目50次，专利信息60条，此外企业还拥有行政许可5个。 株洲时代新材料科技股份有限公司，成立于1994年，位于株洲市，是一家以从事铁路、船舶、航空航天 和其他运输设备制造业为主的企业。企业注册资本80279.8152万人民币。通过天眼查大数据分析，株洲 时代新材料科技股份有限公司共对外投资了22家企业，参与招投标项目2798次，财产线索方面有商标信 息46条，专利信息2806条，此外企业还拥有行政许可123个。 专利摘要显示，本发明公开了一种前侧减振器与扭矩补偿装置的连接方法，前侧减振器包括主安装支 架，在主安装支架上开有通孔一和通孔二， ...

Core Insights - The second China (Changxing Island) LNG Ship Industry Chain Development Conference was held, highlighting the strategic importance of Changxing Island in Shanghai's shipbuilding and marine engineering sector [1] - By 2024, the industrial output value of Changxing Island is expected to exceed 81 billion yuan, accounting for over two-thirds of Shanghai's shipbuilding and marine engineering output and one-ninth of the national shipbuilding industry [1] - The implementation plan aims for the shipbuilding and marine engineering industry on Changxing Island to exceed 120 billion yuan by 2027, representing 70% of Shanghai's total [1] Industry Development Plans - The implementation plan includes the construction of a world-class modern shipbuilding base, focusing on large LNG carriers, aircraft carriers, and large cruise ships [1] - Shanghai is advancing the development of Changxing Island into five world-class high grounds, including high-end equipment manufacturing and core technology innovation [2] - The goal is to achieve over 80% of new orders for high-tech ship types and a global market share of over 70% for port equipment [2] Future Goals - The plan aims to establish over 100 key supporting enterprises and achieve over 80% in key equipment matching levels [2] - The initiative includes the establishment of more than four green intelligent factories with an automation rate exceeding 70% [2] - The integration of production and urban development is emphasized, with support for resources such as land, capital, and talent [2]