日前，海关总署发布数据显示，今年前5个月，中国货物贸易进出口总值17.94万亿元，同比增长2.5%， 增速较前4个月加快0.1个百分点。 中国经济持续回升向好，货物贸易在外部压力下保持较强韧性。外贸高质量发展离不开金融活水的精准 滴灌。中国进出口银行浙江省分行立足浙江外贸发展实际，通过加大外贸领域信贷投放、创新金融产品 和服务模式、优化金融服务流程等多项举措，为浙江外贸市场主体增信心、添动力。今年1-5月，该行 对外贸易领域表内外信贷投放近500亿元。 稳住外贸"基本盘" 能源、资源、粮食等大宗商品，是制造业生产的关键原材料，与国计民生息息相关。近年来，全球大宗 商品价格波动明显。今年，外部不确定性因素的日益增长，进一步加剧了市场价格的频繁波动。这让外 贸企业，尤其是从事大宗商品贸易活动的企业的稳健经营，面临着极大挑战。 服务"触角"全面延伸 为小微外贸企业赋能 作为民营经济大省，浙江民营小微企业是浙江外贸高质量发展的"主力军"，在推动浙江外贸持续增长、 优化结构、提升产业竞争力等方面发挥了重要作用。 湖州安吉县有近千家小微外贸企业，安吉佰辰家居有限公司便是其中之一。公司专注于家具及家居产品 生产销售，其主打 ...

证券代码：600150 证券简称：中国船舶 公告编号：2025-043 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。 中国船舶工业股份有限公司（以下简称"公司"）第八届监事会第十 九次会议于 2025 年 6 月 18 日以通讯方式召开，应参加表决监事 5 名，实 参加表决监事 5 名。监事会会议通知和材料于 2025 年 6 月 13 日以电子邮 件等方式发出。根据有关法律、法规、规范性文件及《公司章程》的相关 规定，本次会议合法有效。 中国船舶工业股份有限公司 第八届监事会第十九次会议决议公告 根据公司拟修订的《公司章程》 会议经表决，审议通过了以下预案： 会议事规则>的预案》 ，公司将不再设置监事会， 《公司法》 规定的监事会职权由董事会审计委员会行使，《中国船舶工业股份有限公 司监事会议事规则》相应废止。 《公司章程》等相关规定勤勉尽责， 履行监督职能，维护公司和全体股东利益。公司对监事会及全体监事在任 职期间对公司所做的贡献表示衷心感谢！ 本预案需提交公司 2025 年第二次临时股东会审议。 表决结果：同意 5 票 ...

证券代码：600150 证券简称：中国船舶 公告编号：2025-044 中国船舶工业股份有限公司 关于召开2025年第二次临时股东会的通知 本公司董事会及全体董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。 重要内容提示： ? 股东会召开日期：2025年7月4日 ? 本次股东会采用的网络投票系统：上海证券交易所股东大会网络 投票系统 一、 召开会议的基本情况 (一) 股东会类型和届次 (四) 现场会议召开的日期、时间和地点 召开的日期时间：2025 年 7 月 4 日 14 点 30 分 召开地点：上海市浦东新区浦东大道 1 号中国船舶大厦公司会议室 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 7 月 4 日 至2025 年 7 月 4 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票 时 间为 股东 会召 开当 日的 交易 时间 段， 即 9:15-9:25,9:30-11:30， (六) 融资融券、转融通、约定购回业务账户和沪股通投资者的投票 ...

Core Viewpoint - China Shipbuilding Group Beihai Shipbuilding Co., Ltd. is leading the green ship transformation with the launch of seven new efficient and low-carbon ship types, emphasizing technological innovation for sustainable development in the global shipping industry [1] Group 1: New Ship Orders and Market Position - The company has secured a significant number of quality orders, with over 90% of its current orders being green ship types, primarily consisting of 210,000-ton bulk carriers and ultra-large ore carriers [3] - The company maintains a leading position in the market for large bulk carriers and ultra-large ore carriers, while also advancing in the research and construction of new energy vessels [1][3] Group 2: Future Business Focus and Development Direction - The company aims to focus on green, low-carbon, and intelligent technologies, transitioning towards high-tech and high-value-added industrial structures [4] - Plans include strengthening the global leading position in large bulk carriers and ultra-large ore carriers, enhancing research and innovation, and expanding the core competitive advantage in green ship types [4] Group 3: Achievements in New Energy Vessel Development - The company has successfully delivered four 210,000-ton LNG dual-fuel bulk carriers and has six new orders for 32.5-ton methanol dual-fuel ultra-large ore carriers [8] - Future plans involve developing a full range of ammonia and methanol-powered bulk carriers, ore carriers, and oil tankers to provide more low-carbon and zero-carbon green vessels [8] Group 4: Ship Modification and Repair Services - The company is committed to establishing a leading position in global ship modification, focusing on green, technological, and intelligent repair services [7] - There is a growing demand for ship modifications due to aging vessels and environmental regulations, which is expected to increase the need for upgrades and retrofitting [9][10] Group 5: Collaboration with China Classification Society - The company has collaborated with China Classification Society on key technology areas, achieving significant results, including the construction of 63 vessels with a total deadweight tonnage of 11.91 million [14] - Future collaboration is expected to deepen in areas such as green ship technology and the application of zero-carbon fuels [16]

Core Viewpoint - The company reported a significant decline in revenue for 2024, with a year-on-year decrease of 26.11%, primarily due to product price fluctuations and market factors, while emphasizing a commitment to innovation and market expansion to counteract these challenges [2][3][4]. Group 1: Company Overview - The company operates in the defense and electronic information sectors, focusing on research, production, and related technical services [19]. - The main business model is order-based production, with procurement and production organized according to customer orders [20]. Group 2: Financial Performance - The company achieved total revenue of 1,297 million yuan in the electronic information sector, reflecting a year-on-year growth of 1.99%, accounting for 41.58% of total revenue [4][5]. - The defense sector's revenue was 1,091.17 million yuan, down 16.23% year-on-year, while the special equipment electronic sector saw a revenue drop of 26.08% [3][4]. Group 3: Strategic Initiatives - The company is actively expanding into new markets and enhancing its core technological capabilities to mitigate short-term pressures in the defense sector [4][5]. - A focus on innovation and the development of domestic capabilities is seen as crucial for the company's long-term sustainability and growth [5][11]. Group 4: Governance and Compliance - The board of directors held eight meetings throughout the year, approving 51 agenda items, including financial reports and performance evaluations [6][8]. - The company received an A-level rating for its information disclosure practices from the Shanghai Stock Exchange for two consecutive years [9][10]. Group 5: Future Outlook - The company plans to enhance its governance structure and improve operational quality in line with national policies and regulatory requirements [12][13]. - Emphasis will be placed on maintaining compliance with information disclosure standards and strengthening investor relations to boost market confidence [12][13].

Group 1 - The 17th Dalian International Maritime Exhibition will be held from October 28 to 30, 2026, with the theme "Green Intelligence Leading, Deep Blue Future Win-Win" [1] - The exhibition is co-hosted by several associations and companies, including the China Shipbuilding Industry Association and Dalian Xinghai Exhibition Business Co., Ltd [1] - The Dalian International Maritime Exhibition has become one of the most important and influential maritime events globally, recognized as a "China's Most Growth-Oriented Brand Exhibition" and a "Gold Quality Brand Exhibition in Liaoning Province" [1] Group 2 - The exhibition will cover an area of 28,000 square meters and aims to invite over 800 domestic and international exhibitors, with more than 20 concurrent events planned [2] - There will be 10 major exhibition areas, including Ship and Marine Engineering, Supporting and Technology, Port and Logistics Services, and International Green New Energy [2] - A series of forums and conferences are planned, such as the High-Tech Ship and Marine Engineering Equipment Supporting Industry Development Conference and the 2026 China International Maritime Forum [2]

Group 1 - The shipbuilding and marine engineering industry in China is experiencing a golden development period, with completion volume, new orders, and hand-held orders ranking first globally in 2024, showcasing the industry's strong capabilities [1] - The leasing business is playing an irreplaceable role in ship acquisition, equipment updates, and capacity upgrades through its unique "financing + leasing" advantages [1] Group 2 - In August 2024, the Financial Regulatory Bureau released an "Encouragement List" for financial leasing companies, guiding them to optimize business directions and structures to better serve the marine engineering industry [2] - The encouragement list includes important equipment and major technological equipment, such as ships, aligning with national strategic needs [2] Group 3 - Local policies are also supporting the industry, as seen in Tianjin's initiative to support the establishment of specialized leasing companies and project companies in aviation and shipping [3] - Guangdong Province's regulations encourage financing for marine enterprises and the development of marine equipment leasing and supply chain finance [3] Group 4 - The activation of idle marine engineering assets is a key issue for many companies amid increasing competition and market volatility [4] - Companies like Guohai are adapting their marine engineering assets for offshore wind power, demonstrating flexibility and risk hedging in the market [4] Group 5 - Shenzhen Leasing, one of the earliest participants in marine engineering equipment financing leasing, has successfully launched international leasing projects in the marine engineering sector [5] - Chongqing's licensed financial institution, Bank of China Leasing, has delivered two "China-made" vessels to a major global shipowner in Greece, providing strong financial support for the international development of Chinese shipbuilding [5] Group 6 - The marine engineering equipment and high-tech shipbuilding sectors are among the ten strategic development directions outlined in China's "Made in China 2025" initiative, directly supporting the marine power strategy [5] - The marine engineering industry in China is expected to continue leading on the international stage, contributing to the prosperity of the marine economy [6]

据了解，为反映沪深300指数样本中不同行业公司证券的整体表现，为投资者提供分析工具，将沪深300 指数300只样本按行业分类标准分为11个一级行业、35个二级行业、90余个三级行业及200余个四级行 业。沪深300行业指数系列分别以进入各一级、二级、三级、四级行业的全部证券作为样本编制指数， 形成沪深300行业指数。该指数以2004年12月31日为基日，以1000.0点为基点。 金融界6月17日消息，上证指数低开震荡，沪深300机械制造指数 (300机械，L11613)报5700.09点。 数据统计显示，沪深300机械制造指数近一个月下跌3.85%，近三个月下跌9.77%，年至今下跌0.92%。 从沪深300机械制造指数持仓的市场板块来看，上海证券交易所占比58.32%、深圳证券交易所占比 41.68%。 从沪深300机械制造指数持仓样本的行业来看，工程机械占比27.78%、船舶及其他航运设备占比 19.65%、商用车占比16.59%、电动机与工控自动化占比16.04%、城轨铁路占比15.09%、气液机械占比 4.86%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五 ...

[Table_Summary] ★外需走弱但国补生效，经济数据表现分化 国 债 期 货 经济数据表现分化。生产端：1）5 月工增同比增 5.8%，低于前 值和预期，外需走弱应是核心原因，另外长期偏低的物价也应 制约了工业生产的上涨。2）政策发力进一步加速了假期需求释 放，服务业生产指数同比增 6.2%，较前值上升 0.2 个百分点。需 求端：1）1-5 月，制造业投资累计增速录得 8.5%，前值 9.8%， 外需走弱压力逐渐凸显，企业逐渐减少了长期债务和资本开 支；2）地产数据再度普遍走弱，居民部门内生性扩张意愿不 足，且 4-5 月缺乏有效稳地产政策的支撑。3）5 月社零同比增 6.4%，高于前值和预期，结构上出行社交、可选消费表现较 强，应是受到了国补等政策支撑以及"618"活动前置的影响。 4）1-5 月基建累计增速录得 10.4%，前值 10.9%，今年地方专项 债发行节奏不及市场预期，基建增速逐渐转弱。 综合 4-5 月来看，经济数据表现出了一定韧性，Q2 实现 5%的增 长难度不大。但 Q3 基本面的压力会逐渐显现：1）随着关税豁 免逐渐到期，外需走弱的压力会进一步显性化，且抢出口本身 也具有透支 ...

Core Viewpoint - The "Xin Hong Zhuan" vessel, the world's first intelligent research and training ship, has embarked on a cultural exhibition tour to celebrate the 20th anniversary of China's Maritime Day and the 620th anniversary of Zheng He's voyages, showcasing advancements in smart navigation technology [1][2]. Group 1: Vessel Overview - The "Xin Hong Zhuan" vessel is designed for both research and training, featuring six intelligent systems that enable autonomous operation by simply inputting the destination at the control console [1]. - The vessel measures 69.8 meters in length, 10.9 meters in width, and has a displacement of 1,480 tons, with plans for full launch in July 2024 [1]. Group 2: Technological Advancements - The vessel has successfully completed key tests, including autonomous docking, open water navigation, multi-vessel collision avoidance, and remote control from shore [2]. - It has achieved significant breakthroughs in intelligent system expansion and AI model algorithms for vessel control, marking a milestone in China's smart navigation research [2]. Group 3: Cultural Exhibition Tour - The cultural tour covers nearly 4,000 nautical miles over approximately 30 days, with public access at six major docking points across four provinces [2]. - The planned route includes stops in Dalian, Taicang, Shanghai, Quanzhou, Haikou, Yangpu, Qionghai, and Sanya, with each port hosting the vessel for 2 to 3 days [2]. Group 4: Future Plans - Future experiments will focus on enhancing the AI decision-making model for vessel control and integrating diverse information sources, providing essential support for foundational and cutting-edge research in intelligent shipping [2].