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A股新经济主线持续轮动 海洋经济概念掀涨停潮
Shang Hai Zheng Quan Bao· 2025-07-02 18:25
Market Overview - The A-share market showed a consolidation pattern on July 2, with the Shanghai Composite Index closing at 3454.79 points, down 0.09%, and the Shenzhen Component Index at 10412.63 points, down 0.61% [1] - The total trading volume in the Shanghai and Shenzhen markets was 137.69 billion yuan, a decrease of approximately 90 billion yuan compared to the previous day [1] Ocean Economy Sector - Since mid-June, new economic themes in the A-share market have shown a strong rotation, with sectors like trendy retail, innovative pharmaceuticals, and AI computing power performing well [2] - The ocean economy concept emerged as the strongest market focus, with several related stocks hitting the daily limit up, following the Central Financial Committee's meeting emphasizing high-quality development of the ocean economy [2] - The government work report this year highlighted the importance of developing the ocean economy and included "deep-sea technology" as a key focus for future industrial development [2] Ocean Economy Development - Recent analysis indicates rapid development in China's ocean economy, with regions like Shanghai, Guangdong, and Qingdao increasing support for emerging industries such as ocean renewable energy and marine biomedicine [3] - Traditional ocean industries are steadily growing, while new sectors like marine engineering equipment and ocean power are emerging as significant economic drivers [3] - Deep-sea technology is identified as a critical pillar for ocean resource development, encompassing deep-sea materials, equipment manufacturing, and digital applications [3] Technology Sector Trends - The technology sector remains a structural mainline in the A-share market, with new technology and consumption themes gaining traction and improving trading sentiment [4] - The market is experiencing a transition from previous leaders like banks and small-cap stocks to new hotspots, indicating a shift in investment focus [4] - Analysts predict that the A-share market has room for growth in July, driven by continuous industrial innovation and a systematic reduction in market discount rates [4] Growth and Investment Focus - The market's risk appetite has improved since June, favoring growth assets, as reflected in the strong performance of indices like the ChiNext Index and CSI 1000 [5] - Although high-dividend sectors still hold long-term value, they may face short-term pressure as the market shifts focus to performance factors during the semi-annual report trading phase [5] - The ongoing strength of growth assets and active trading funds are expected to support market risk appetite [5]
深海科技入列未来产业 多家公司“剧透”业务布局和进展
Shang Hai Zheng Quan Bao· 2025-07-02 18:25
Group 1: Industry Overview - The Chinese government is actively promoting the development of the marine economy, with "deep-sea technology" becoming a key focus area in national policies [2][3] - The marine economy is expected to grow significantly, with projections indicating that by 2025, the marine production value could exceed 13 trillion yuan, with deep-sea technology-related industries accounting for over 25% of this total [4] Group 2: Company Developments - Hengtong Optic-Electric plans to expand its marine communication industry chain, focusing on the development and industrialization of products related to offshore oil and gas, underwater special cables, and marine equipment [1][5] - Zhongke Haixun is leveraging its advantages in sonar equipment, promoting its HX-A200 core processing chip specifically designed for underwater acoustic equipment, with plans for mass orders by 2025 [1][6] - Qifan Cable has developed the capability to produce long-length submarine cables and has applied these products in offshore wind power projects, with ongoing investments in R&D to enhance competitiveness in high-performance cable manufacturing [1][6] - Chengyi Pharmaceutical is investing 670 million yuan in a marine biomedicine manufacturing project, focusing on the production of 1,000 tons of super fish oil EPA, aligning with national marine strategies [1][7]
政策东风吹拂海洋经济 概念股批量涨停
Zheng Quan Shi Bao· 2025-07-02 18:11
证券时报记者 陈见南 7月2日,A股海洋经济板块大幅拉升,中证海洋经济指数盘中最高上涨2.81%,收盘上涨1.65%。海洋经济概念股 掀起涨停潮,克莱特30%涨停,国联水产20%涨停,大连重工、獐子岛、亚星锚链、振华重工、巨力索具等10余只 个股10%涨停。 7月1日,中央财经委员会第六次会议召开,会议指出,推进中国式现代化必须推动海洋经济高质量发展,走出一 条具有中国特色的向海图强之路。会议提出,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。 海洋经济持续受到政策关注。今年的政府工作报告首次将"深海科技"纳入新兴产业重点领域,标志着这一战略性 产业正式进入国家顶层设计框架。 《广东省促进海洋经济高质量发展条例》今年7月1日起正式施行,这是广东首部关于促进海洋经济发展的地方性 法规。《上海市海洋产业发展规划(2025—2035)(征求意见稿)》日前发布,其中提到,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。《浙江省海洋科技创新 ...
再迎利好!万亿赛道大爆发
Zhong Guo Ji Jin Bao· 2025-07-02 17:06
Group 1 - The central government is promoting high-quality development of the marine economy, emphasizing top-level design and increased policy support to encourage social capital participation [1][5] - A surge in marine economy concept stocks was observed on July 2, with several stocks hitting the daily limit, including Deepwater Haina and Guolian Aquatic Products [1] - The marine economy encompasses various sectors such as marine fisheries, transportation, shipbuilding, salt industry, oil and gas, and coastal tourism [5] Group 2 - Multiple local governments have introduced policies to boost marine economic development, including Guangdong's new regulations and Shanghai's development plan for 2025-2035 [6] - Hainan has proposed a strategy to create a "Sea Hainan," focusing on innovation platforms in key areas and enhancing traditional industries like marine fisheries and tourism [6] - The marine production value in China is projected to exceed 10 trillion yuan in 2024, accounting for 7.8% of the national GDP, with a 5.7% year-on-year growth in the first quarter [7] Group 3 - Companies like Yaxing Anchor Chain are expanding their product offerings to include advanced mooring chains for offshore wind power and mining projects [7] - CIMC Raffles is recognized as a leading contractor for high-end marine engineering equipment, with orders for deep-sea oil and gas equipment scheduled until 2027 [7] - The current marine economy policies are characterized by a trend towards high-end, intelligent, and green development, aiming to enhance technological innovation and regional collaboration [8]
深圳海洋大学、深海科考中心和海洋博物馆统筹布局 深圳三大项目建设有序推进
Shen Zhen Shang Bao· 2025-07-02 17:01
Core Viewpoint - Technological innovation is identified as the fundamental driving force for building a strong marine nation, with Shenzhen actively exploring talent cultivation and introduction in the marine field to seize the high ground of marine technology innovation [1] Group 1: Integrated Project Development - The integrated construction of Shenzhen Ocean University, Deep Sea Scientific Research Center, and Ocean Museum is underway, focusing on shared facilities to maximize the utilization of resources [2] - Shenzhen Ocean University is progressing with its campus construction, with parts of the project starting on July 20, 2023, and expected completion of the main campus by December 2026 [2] - The Ocean Museum aims to showcase cutting-edge marine technology and is expected to start construction by the end of 2025, covering an area of approximately 72,500 square meters [2] Group 2: Deep Sea Research Center - The Deep Sea Scientific Research Center's office building, with a construction area of 15,000 square meters, is included in the first phase of the Ocean University project, expected to be completed by the end of 2026 [3] - The construction of the deep-sea research dock is being advanced, aligning with national deep-sea support base requirements [3] Group 3: Marine Research Platform Initiatives - Shenzhen's marine development plan (2023-2035) emphasizes a multi-layered marine education system and the establishment of a blue vocational alliance in the Greater Bay Area [4] - Policies to promote high-quality marine industry development include talent cultivation and the establishment of key laboratories and innovation centers [4] - An annual budget of up to 20 million yuan is allocated to support the construction of major marine technology innovation platforms and public service platforms for marine drug research [4] Group 4: International Cooperation and Exchange - The China Marine Economy Expo has become a high-end platform for showcasing marine economic achievements and promoting international cooperation, with the 2024 expo covering 95,000 square meters [5] - Shenzhen is actively engaging in international marine governance projects, including two new UN "Ocean Decade" projects aimed at enhancing marine literacy and carbon neutrality [5] - The establishment of the International Mangrove Center in Shenzhen marks a significant step in global coastal wetland governance, with representatives from 18 member countries signing an agreement [5]
再迎利好!万亿赛道大爆发
中国基金报· 2025-07-02 16:39
海洋经济领域再迎重磅利好! 【导读】利好政策密集出台,海洋经济概念股狂掀涨停潮 中国基金报记者 牛思若 7月1日,中央财经委员会第六次会议指出,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。 政策东风催热板块行情。7月2日,A股开盘后,海洋经济概念股狂掀涨停潮,深水海纳、国联 水产强势斩获20cm涨停,獐子岛、亚星锚链、冰山冷热、神开股份等多只个股涨停。 利好政策密集出台 根据《2024年中国海洋经济统计公报》,2024年全国海洋生产总值首次突破10万亿元,占 2024年国内生产总值的7.8%。2025年以来,海洋经济呈现向新向好发展态势,一季度海洋 生产总值达2.5万亿元,同比增长5.7%。 上市公司层面,亚星锚链相关工作人员告诉记者:"公司主营锚链、海洋石油平台系泊链。除 海上石油钻井平台外,未来可能为风力发电、海上采矿等海洋工程项目提供更先进的系泊链 产品。目前,公司已拿到国内的漂浮式风电示范性项目。" 中集集团此前表示,其旗下中集来福士是中国高端海洋工程装备领先总包建造商,也是国内 唯二获巴西国油FPSO总包资质的企业,中集来福士旗下"蓝鲸1号/2号 ...
从“深海”启航:政策扬帆,机械制造谁最受益?
2025-07-02 15:49
从"深海"启航:政策扬帆,机械制造谁最受益? 20250702 摘要 推荐哪些标杆企业及其核心装备? 主要推荐两类企业:第一类是具备核心技术和重大装备公司,如中海油服、海 洋工程龙头公司"中集集团"。其中,中集集团建造的蓝鲸 1 号和蓝鲸 2 号半 潜式钻井平台作业水深达 3,600 米,钻井深度达 15,000 千米,是全球最先进 的平台之一。第二类是具有一定业务储备且在中东天然气领域有强劲竞争力的 企业,如杰瑞股份和纽威股份,这些公司在中东市场订单增长迅速,并有进入 沙特阿美供应商名录。 中国在深海油气开采设备领域的最新发展情况如何? 过去几年,中国的原油增量主要来源于海洋油气。根据 2024 年的数据,海洋 能源供给持续增长,其中海洋原油的增量占国内原油增量结构的近 80%。深海 原油开采对于保障中国的原油安全非常重要,是未来的重要增量环节。中国在 深海原油开采技术方面取得了跨越式发展,目前探测深度可达 3,000 至 5,000 米,部分区域的开采深度达到 1,500 至 3,000 米。中国已经从跟跑阶段转变为 超越其他国家,并打破了国际大石油公司在该领域的垄断地位。 深海原油开采技术有哪些具体分级 ...
【公告全知道】海洋经济+稀土永磁+光刻胶+核电!公司海洋平台外加电流系统取得市场突破
财联社· 2025-07-02 14:18
①海洋经济+稀土永磁+光刻胶+核电!这家公司海洋平台外加电流系统取得市场突破;②商业航天+低空 经济+机器人+核电!这家公司紧固件产品已成功进入商业火箭领域;③创新药+减肥药+华为盘古大模 型!公司在研创新药项目共10余项。 每周日至每周四推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前寻找到投资热点, 防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ...
午后爆拉!发生了什么?
Feng Huang Wang Cai Jing· 2025-07-02 13:38
今天A股震荡走低,指数集体回调, 创业板指 跌逾1%。A股成交1.41万亿元,上日为1.5万亿元。 午后,钢铁股爆量拉升! A股市场和商品市场紧密联动,成为今天盘面一大特点。 商品市场上, 多晶硅、玻璃期货领涨, 多晶硅涨停,玻璃涨超6%, 工业硅、硅铁等品种跟 涨。A股市场上,光伏、玻璃、钢铁等板块大涨。 | < 日 | | 钢铁指数(886012) | | | --- | --- | --- | --- | | | | 2231.23 80.38 +3.74% | | | 招标 | 成分 | 资讯 | 相关基金 | | 盛德鑫泰 | 35.85 | 17.00% | 5.21 | | 300881.SZ | | | | | 重庆钢铁 | 1.41 | 10.16% | 0.13 | | 601005.SH | | | | | 柳钢股份 | 4.26 | 10.08% | 0.39 | | 601003.SH | | | | | 直钢股份 | 3.86 | 9.97% | 0.35 | | 000959.SZ | | | | | 三钢闽光 | 3.86 | 8.12% | 0.29 | | 002110.S ...
向海图强加速,10万亿“蓝色市场”如何再突破
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-02 13:38
南方财经记者郑玮 广州报道 海洋经济高质量发展号角吹响。7月1日,中央财经委员会第六次会议(简 称"会议")研究海洋经济高质量发展问题,政策支持、海洋科创、海洋产业、生态保护、全球治理等多 个海洋经济关键词被提及。 其中,围绕海洋产业,会议强调,要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。同时,会议也提到,要培 育发展海洋科技领军企业和专精特新中小企业,鼓励引导社会资本积极参与发展海洋经济。 今年以来,海洋经济持续获得国家层面重视。2025年政府工作报告明确提出,要大力发展海洋经济,建 设全国海洋经济发展示范区。政策背后是一组颇为亮眼的数据——2024年,中国海洋生产总值已达 105438亿元,同比增长5.9%,增速比国内生产总值高0.9个百分点,占国内生产总值比重为7.8%。 在海洋经济这一潜力巨大的"蓝色市场"驱动下,我国沿海省份纷纷加快布局。记者梳理发现,浙江、海 南、福建、广东等省份相继召开专题会议部署海洋经济工作,呈现出差异化发展路径:其中,广东省强 调坚持优旧育新、三产联动,"点名"海洋牧场、船舶与海工装备、海洋 ...