Core Viewpoint - Sumida plans to acquire 16.92% of Bluecore High-tech's shares through a private agreement, which will make Bluecore a subsidiary and included in Sumida's consolidated financial statements [1] Group 1: Transaction Details - Sumida signed a share transfer agreement with Guoqi Assets to purchase 60 million shares of Bluecore High-tech at a price of 6.71 yuan per share, totaling 403 million yuan [1] - Upon completion of the transaction, Sumida will hold 21.72% of Bluecore High-tech's shares, thus gaining control over the company [1] - The transaction has received approval from the relevant regulatory authority but still requires consent from Sumida's independent directors and subsequent approval from the board, supervisory board, and shareholders' meeting, along with compliance review by the Shanghai Stock Exchange [1] Group 2: Business Scope of Bluecore High-tech - Bluecore High-tech's business includes research and development of marine engineering equipment, development of key supporting systems for marine engineering, and manufacturing of marine engineering equipment [1]

长江商报消息 ●长江商报记者 黄聪 2024年全球船舶和海工市场环境持续向好，中集集团（000039.SZ）业绩显著增长。 3月28日，中集集团发布年报，2024年，实现营业收入1776.64亿元，同比增长39.01%，创下新高；净利润29.72亿 元，同比增长605.60% 。 董事长麦伯良表示，中集集团是全球为数不多能够提供深海能源开发装备的企业之一，预计未来几年中集集团的 海洋工程业务（下称"海工业务"）将持续增长，而且增长幅度不会低。 "公司持有的在手订单已近70亿美元，订单已排产至2027年，已提前'锁定'经营规模有效增长，预计今年新接订单 额也会非常乐观。"麦伯良说。 值得一提的是，中集集团介绍，中集来福士继攻克FPSO技术难题后，2024年再度以深厚的技术沉淀与创新能力， 取得重大突破，攻克船舶海工行业"皇冠上的新明珠"，首次斩获FLNG改装总包订单。 净利29.72亿增超6倍 3月28日，中集集团发布年报，公司2024年实现营业收入1776.64亿元，同比增长39.01%，创下新高；净利润29.72 亿元，同比增长605.60% 。 其中，中集集团海洋工程分部业绩首次扭亏为盈，资产池平台减亏效 ...

Market Overview - A-shares experienced a significant decline today, with the Shanghai Composite Index dropping over 1% and falling below 3400 points, while the ChiNext and STAR Market indices fell more than 2% [1][2] - The Hong Kong market also saw a downturn, with the Hang Seng Index decreasing nearly 2% and falling below 24000 points, and the Hang Seng Tech Index dropping over 3% [1][2] Automotive Industry - The automotive supply chain stocks faced substantial declines, with companies like Taide Co. falling over 16%, and BYD, which has a market capitalization exceeding 1 trillion, dropping 7% after reaching a historical high of 400 yuan [4][5] - Longyuan Automotive's stock fell over 4% amid reports of multiple app failures affecting vehicle access for owners, leading to a temporary inability to unlock vehicles [5] Ocean Economy Concept - The ocean economy sector saw a strong rally, with companies like Haimer Technology and Shaoyang Hydraulic hitting the daily limit up of 20%, and ShenKai Co. achieving a seven-day consecutive limit up [6][7] - The government has prioritized "deep-sea technology" as a key emerging industry, indicating a strategic shift towards industrial application from research exploration, which is expected to drive growth in deep-sea resource extraction and related technologies [7][8]

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 今 日 聚 焦 【建筑建材】文旅或是人形机器人的最先落地场景——建筑建材行业跟踪报告 人形机器人 已从实验室走向初步商业化应用，正处于专用场景落地加速、通用场景探索突破的关键阶段。 一是公共服务领域，机器人已用于展览表演、迎宾接待、高危环境巡检等场景。 二是工业制造领域，异构 人形机器人在上海张江的训练场中，已能执行倒饮料、叠衣服等任务，未来可扩展至工业分拣、医疗辅助 等场景。 （何缅南/韦勇强） 2025-03-19 （孙伟风） 2025- 03-19 您可点击今日推送内容的第1条查看 【电子】半导体材料市场景气上行，各领域头部企业受益于国产化浪潮——半导体材料系列报告之三 半导体材料市场逐步回暖，行业维持景气上行。人工智能驱动需求推 ...