盘面热点 板块方面，PCB、消费电子、创新药、固态电池等板块涨幅居前，可控核聚变、海洋经济、油气、游戏 等板块跌幅居前。 盘面上，算力硬件股再度大涨，PCB等方向领涨，中京电子等多股涨停。创新药概念股震荡走强，神州 细胞等涨停。固态电池概念股展开反弹，大东南上演"地天板"。下跌方面，海洋经济概念股展开调整， 克莱特跌超10%。 个股涨多跌少，全市场超3200只个股上涨。 A股三大指数今日集体上涨，沪指再创年内新高，创业板指涨近2%。截至收盘，沪指报3461.15点，涨 0.18%，成交5002亿元；深证成指报10534.58点，涨1.17%，成交8095亿元；创业板指报2164.09点，涨 1.90%，成交3820亿元。 6月财新中国通用服务业经营活动指数（服务业PMI）录得50.6，较5月回落0.5个百分点，景气度在扩张 区间下行至2024年四季度以来最低。 龙湖已将17.6亿元划入"22龙湖04"兑付专户年内累计兑付公开债近90亿 据智通财经，记者从独立信源处获悉，龙湖已将债券"22龙湖04"兑付资金拨入偿债划款至中证登专户， 总金额17.66亿元人民币，包含本金16.97亿元及利息6970万元。公开信息 ...

Market Overview - A-shares experienced a rebound on July 3, with the Shanghai Composite Index rising by 0.18%, the Shenzhen Component Index increasing by 1.17%, and the ChiNext Index gaining 1.9% [2] - A total of 3,271 stocks rose, with 66 hitting the daily limit up, while 1,866 stocks declined [3][4] - The total trading volume reached 13,335.06 billion, with a total of 108,789.9 million shares traded [4] Sector Performance - Computing hardware stocks surged again, with PCB and related sectors leading the gains. Notable stocks included Zhongjing Electronics, Bomin Electronics, and Jin'an Guoji, all hitting the daily limit up [5] - Innovative drug concept stocks continued their strong performance, with companies like Weiming Pharmaceutical and Shenzhou Cell also reaching the daily limit up [7] - The solid-state battery sector saw a midday rally, with stocks such as Dadongnan, Hongtian Co., and Zhongyi Technology hitting the daily limit up [9] Notable Stock Movements - Key stocks in the computing hardware sector included: - Yihua New Materials: +20.00% at 32.64 - Zhongyi Technology: +19.99% at 23.89 - Bomin Electronics: +10.04% at 10.41 [6] - In the innovative drug sector, significant gainers included: - Guangshengtang: +20.00% at 42.78 - Shenzhou Cell: +19.99% at 73.34 - Weiming Pharmaceutical: +10.03% at 10.86 [8] - Solid-state battery stocks also saw notable increases, with Zhongyi Technology at +19.99% and Hongtian Co. at +10.02% [10] Downward Trends - The marine economy sector faced adjustments, with Kelaite dropping over 10% [11] U.S.-China Trade Developments - The Trump administration canceled recent export licensing requirements for chip design software sales to China, a move aligned with a trade agreement aimed at easing key technology restrictions [12] - Major EDA (Electronic Design Automation) companies, including Synopsys, Cadence Design Systems, and Siemens, are expected to benefit from this change, as they previously required government approval to operate in China [12][13] - The EDA market, while only $11.5 billion, plays a crucial role in the $440 billion global semiconductor industry, with the top three companies controlling 74% of the market [13]

Group 1 - The Shandong Provincial Department of Commerce and the Provincial Development and Reform Commission have jointly issued the "Shandong Province 2025 Action Plan for Stabilizing Foreign Investment," which includes 20 specific measures across four areas [1][2] - The plan encourages foreign investment in listed companies and promotes orderly opening in the biopharmaceutical sector, aiming to deepen and innovate based on the national framework for stabilizing foreign investment [1][2] - Key measures include implementing a pre-access national treatment and negative list management system, expanding pilot programs in telecommunications, healthcare, and education, and supporting foreign-funded enterprises in conducting clinical trials for overseas-listed cell and gene therapies [1][2] Group 2 - The plan emphasizes the importance of the new "Management Measures for Strategic Investment by Foreign Investors in Listed Companies," facilitating connections between listed companies and foreign funds, and enhancing policy promotion to support long-term foreign investment [2][3] - Shandong aims to increase support for foreign enterprises' reinvestment in key sectors such as modern marine, high-end equipment, and biopharmaceuticals, while also focusing on attracting investment from major sources like Europe, Singapore, Japan, South Korea, and Hong Kong [2][3] - A mechanism for regular tracking of major foreign investment projects is established, with a focus on projects with expected investments exceeding $100 million, alongside efforts to enhance financial support for foreign enterprises in technology, green, and inclusive sectors [3]

智通财经7月3日电，市场全天震荡反弹，创业板指领涨，宁德时代涨近5%。沪深两市全天成交额1.31 万亿，较上个交易日缩量672亿。盘面上，市场热点较为杂乱，个股涨多跌少，全市场超3200只个股上 涨。从板块来看，算力硬件股再度大涨，PCB等方向领涨，中京电子等多股涨停。创新药概念股震荡走 强，神州细胞等涨停。固态电池概念股展开反弹，大东南上演"地天板"。下跌方面，海洋经济概念股展 开调整，克莱特跌超10%。板块方面，PCB、消费电子、创新药、固态电池等板块涨幅居前，可控核聚 变、海洋经济、油气、游戏等板块跌幅居前。截至收盘，沪指涨0.18%，深成指涨1.17%，创业板指涨 1.9%。 收评：创业板指高开高走涨1.9% 算力硬件股再度爆发 ...

一、海洋主题乐园行业研究目的 二、海洋主题乐园行业研究原则 三、海洋主题乐园行业研究方法 四、海洋主题乐园行业研究内容 第二章海洋主题乐园行业运行环境分析 第一节 海洋主题乐园行业政治法律环境分析 一、行业管理体制 二、行业相关标准 三、行业相关发展政策 第二节 海洋主题乐园行业经济环境分析 一、全球宏观经济分析 二、国内宏观经济分析 三、经济环境对产业影响分析 第三节 海洋主题乐园行业社会环境分析 一、海洋主题乐园产业社会环境 二、社会环境对行业的影响 第四节 海洋主题乐园行业技术环境分析 一、海洋主题乐园技术分析 二、技术环境对产业影响分析 第三章2024年全球海洋主题乐园行业运行分析 第一节2024年全球海洋主题乐园行业运行回顾 第二节 2024年全球海洋主题乐园行业发展动态 第三节 2024年海洋主题乐园行业区域竞争格局 第四节 重点区域市场现状及前景评估 一、北美市场概况及趋势 二、欧盟市场概况及趋势 三、亚太市场概况及趋势 第五节 2025-2031年全球海洋主题乐园行业前景评估 第四章中国海洋主题乐园行业经营情况分析 第一节 海洋主题乐园行业发展概况分析 一、行业发展历程回顾 二、行业经营情况及 ...

2025.07. 02 本文字数：2897，阅读时长大约4分钟 做强做优做大海洋产业 作为陆海兼备的大国，中国拥有1.8万多公里大陆海岸线，约300万平方公里的主张管辖海域。今年 《政府工作报告》首次将"深海科技"列为战略性新兴产业重点领域，同时明确提出大力发展海洋经 济，建设全国海洋经济发展示范区。 据经济合作与发展组织预测，到2030年，具备巨大发展潜力的海洋产业在增加值和创造就业方面将 超过全球经济整体表现，海洋经济对全球经济增加值的贡献将翻一番，达到3万亿美元，占全球经济 增加值比重在2.5%左右。 会议从提高海洋科技自主创新能力、做强做优做大海洋产业、有序推进沿海港口群优化整合、积极推 进海域分层立体利用、深度参与全球海洋治理等多方面作出具体部署。 作者 | 第一财经 祝嫣然 不久前，《上海市海洋产业发展规划（2025—2035）（征求意见稿）》公开征求意见，提出拟制定 出台《上海市海洋经济促进条例》，探索组建海洋产业发展集团，研究建立市级海洋产业发展基金， 建设世界级船舶与海工装备产业集群。 年产值超10万亿元的海洋经济，再次迎来重磅政策利好。 不只是上海，近段时间以来，江苏、浙江、广东、福建、山 ...

Core Viewpoint - The article highlights the advancements in marine renewable energy research led by a team from Shandong Province, showcasing their contributions to technology development and commercialization in this field [1][4]. Group 1: Research and Development - The team has been engaged in marine renewable energy research since 2008, witnessing significant progress from laboratory studies to engineering applications [4]. - Key technological breakthroughs include efficient wave energy capture and stable conversion, addressing critical challenges in the field [4]. - The team has developed a series of wave energy prototype devices tailored to China's marine conditions, paving the way for independent innovation in energy extraction [4]. Group 2: Collaboration and Application - Through deep collaboration with enterprises, the team has established diverse application scenarios in island fishing villages and research platforms, accelerating the commercialization of wave energy [4]. - Their technologies have been applied by dozens of enterprises and research institutions, generating over 400 million yuan in economic benefits [4]. Group 3: Achievements and Recognition - The team has received the Shandong Provincial Technology Invention First Prize and has been recognized as a "National Model Teacher Team" [4]. - The team leader has been appointed as a distinguished professor under the Taishan Scholar program in Shandong Province, with three team members included in the National High-Level Talent Support Program [4]. Group 4: Future Directions - Future developments in wave energy technology are expected to focus on large-scale and specialized applications, supporting power supply for remote islands and deep-sea aquaculture [5]. - The team is currently constructing a national-level sea condition testing platform to further enhance their research capabilities [5]. - The commitment to transforming technology into practical energy solutions for coastal communities remains a driving force for the team [5].

证 券 研 究 报 告 反内卷的预期与现实 ——701财经委会议点评 2025年7月3日 证券分析师：姚 佩 执业编号：S0360522120004 邮箱：yaopei@hcyjs.com 证券分析师：丁炎晨 执业编号：S0360523070005 邮箱：dingyanchen@hcyjs.com 本报告由华创证券有限责任公司编制 卖的出价或询价。本报告所载信息均为个人观点，并不构成对所涉及证券的个人投资建议。 请仔细阅读PPT后部分的分析师声明及免责声明。 证 券 研 究 报 告 ┃ 摘要 证监会审核华创证券投资咨询业务资格批文号：证监许可（2009）1210 号 2 • 7月1日，习近平总书记主持召开二十届中央财经委员会第六次会议。 • 中央财经委会议：召开频率降低。25/6/30政治局会议审议《党中央决策议事协调机构工作条例》，党中央决策议事协调机构职能划分 的进一步明确，政策制定与执行有望更加顺畅。中央财经委是在2018年由原中央财经领导小组改成的中共中央直属决策议事协调机构， 聚焦经济领域细分重点，2024年之前通常每年召开2-3次会议，过去两年会议频率降低，本次会议距离上一次公开披露的24/2第四 ...

Group 1: Marine Economic Development - Liaoning Province has over 2,200 kilometers of coastline, providing unique marine resource advantages and geographical benefits for high-quality marine economic development [1][3] - The province has established 38 national-level marine ranch demonstration zones and has developed 11 new aquatic species, enhancing its marine fishery and aquaculture capabilities [3][4] - The marine equipment industry is advancing with significant achievements, including the launch of the world's first dual-fuel LNG super-large oil tanker and the completion of the world's first 7,500 cubic meter liquid carbon dioxide transport ship [4] Group 2: Technological Innovation - Liaoning emphasizes technological innovation to support marine development, with 6 national key laboratories and 58 provincial key laboratories focused on marine technology [6] - The province has developed smart vessels and advanced monitoring systems, such as a 5G-based system for tracking fishing vessels and managing marine ranches [6] - The integration of "5G + industrial internet" in marine ranches has led to real-time monitoring and management of over 30,000 acres of marine areas [6] Group 3: Ecological Protection - Liaoning prioritizes ecological protection and green development, implementing strict measures to safeguard marine environments and enhance resource utilization efficiency [8][9] - The province has established a comprehensive monitoring system for marine ecosystems and has undertaken significant restoration projects to improve coastal wetland and biodiversity [9] - Since the beginning of the "14th Five-Year Plan," Liaoning has published numerous marine environment forecasts and disaster warnings to enhance disaster response capabilities [9] Group 4: Regional Cooperation - Liaoning is actively participating in marine cooperation to build an open marine economy, positioning Dalian as a key international shipping center in Northeast Asia [11][12] - The province has established collaborative mechanisms for coastal economic development, focusing on planning, industrial growth, and technological innovation [11] - Various strategic cooperation agreements have been signed with cities like Shanghai and Lianyungang to enhance regional economic ties and promote high-level openness [12]

Group 1: Core Insights - The conference in Dongying, Shandong Province, emphasized the importance of developing a high-quality marine economy and outlined four key tasks to accelerate the construction of a marine strong city [1][2] - The marine economy is projected to see significant growth, with the national marine GDP expected to exceed 10 trillion yuan in 2024, and Shandong's marine GDP reaching 1.81 trillion yuan, reflecting a year-on-year growth of 5.9% [2][3] - Dongying aims to enhance its ecological protection efforts while developing its marine economy, with successful initiatives like the creation of the Yellow River Estuary National Park [2][3] Group 2: Marine Economy Development - Major infrastructure projects, including a 10,000-ton channel and multiple large-scale terminals, are being developed to support Dongying's goal of becoming a deep-water port [3][4] - The marine chemical industry in Dongying has established a complete industrial chain, contributing to a marine GDP of over 120 billion yuan in 2024, with a growth rate of 7.1%, the highest in Shandong Province [3][4] - The conference highlighted the need to focus on ecological sustainability, traditional industry upgrades, and the development of new growth points in the marine economy [4][5] Group 3: Focus on Marine Food Industry - Dongying has a strong foundation for marine food industry development, with significant achievements in aquaculture, processing, and brand building [5][6] - The Yellow River Estuary crab has become a flagship product, with an annual production of 7,000 tons and a market value of 1 billion yuan, alongside other successful seafood products [5][6] - Innovative aquaculture practices, such as smart farming and water recycling technologies, are being implemented to enhance productivity and sustainability in the marine food sector [6][7] Group 4: Future Directions - Dongying plans to increase support for the marine food industry, focusing on integrating the entire supply chain and enhancing brand recognition [7] - The city aims to leverage technology to drive the marine food sector towards intelligence, sustainability, and high-end development, contributing to the overall marine economy [7]