相关报告：智研咨询发布的《2025-2031年中国新材料行业市场分析预测及发展战略研究报告》 根据中国海关数据显示：2025年5月中国材料技术进口数量为0.28万吨，同比增长2%，进口金额为4.76 亿美元，同比增长7.6%，2025年5月中国材料技术出口数量为5.69万吨，同比增长10.2%，出口金额为 8.72亿美元，同比增长12.1%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 数据来源：中国海关，智研咨询整理 数据来源：中国海关，智研咨询整理 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Core Insights - Chengdu's foreign trade import and export total reached 427.47 billion yuan in the first half of the year, marking a year-on-year growth of 9.4% [1] - The total foreign trade volume accounted for 82.3% of the province's total [1] - Both import and export scales achieved historical highs during the first and second quarters [1] Export Structure - The export structure is continuously optimizing, with "new three samples" products representing green and low-carbon exports totaling 8.26 billion yuan, an increase of 33.6% [1] - Exports of photovoltaic products and lithium-ion batteries surged by 185% and 204.8%, respectively [1] - Exports related to new productive forces, including machine tools, material technology, and medical instruments, grew by 29.6%, 103.5%, and 51.6% respectively [1]

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.6 trillion yuan, an increase of 188.2 billion yuan compared to the previous trading day [1] - The military, securities, internet finance, and insurance sectors saw the highest gains, while oil and gas, pesticides, film, and port sectors experienced the largest declines [1] - By the end of the trading session, the Shanghai Composite Index rose by 1.03%, the Shenzhen Component Index increased by 1.72%, and the ChiNext Index surged by 3.11% [1] Investment Strategy - The company has initiated a position in the reducer sector and is currently fully invested, planning to sell the liquor concept the following day based on post-market quantitative analysis [3] - Continuous evaluation of past operations is emphasized to identify areas for improvement, ensuring the investment strategy remains competitive [3] - The company plans to sell the liquor sector and buy into the deep-sea technology sector, indicating a clear and decisive strategy [6] Sector Analysis - The deep-sea economy has shown significant potential, with a notable increase in RPS (Relative Price Strength) metrics over time, indicating strong performance [7] - The deep-sea technology sector is gaining attention from policy levels, with expectations for future industrial policies and major project implementations [7] - The total value of China's marine economy surpassed 10 trillion yuan in 2024, highlighting deep-sea technology as a crucial emerging industry for economic growth [7] - The deep-sea industry has a long supply chain, contributing significantly to economic stimulation across various stages from upstream technology development to downstream application services [7]