国际航联主席张宝晨以"海南在中国新能源船艇技术与产业发展中的新机遇"为题作主旨发言，深入 阐释了海南海洋经济创新发展的核心路径，指出产业高质量发展是海洋经济高质量创新发展的根本抓 手。海口市自然资源和规划局局长朱耀强围绕"推动海口海洋经济高质量发展，持续打造全国海洋创新 示范市"，就如何将智能绿色船艇研发设计落地海南提出通过"政策引导、技术突破、产业集聚、协同发 展"的模式，不断推动海洋创新示范城市发展，让智能绿色船艇产业成为海南海洋经济发展新的产业增 长极。海南大学海洋技术与装备学院院长沈义俊从技术创新应用角度探讨了绿色智能船艇设计的降本增 效问题。交通运输部水运科学研究院智能航运技术研究中心主任耿雄飞强调了智能标准作为"必答题"的 重要性，认为这关乎规则的制定权。北京航空航天大学副教授、四川玄武岩纤维新材料研究院（创新中 心）副院长杨中甲从基础材料的角度，分享了玄武岩纤维软膜材料领域的应用，并探讨了如何降低成 本、推动装备标准化智能化。欧卡智舶首席执行官朱健楠围绕技术产业化、产品产业化及商业模式构建 展开阐述，强调以场景为抓手，利用无人技术解决实际难题，进而推进产业化进程。海南凯浦数字科技 有限公司总经理 ...

作为一名拥有5年互联网大厂产品和运营经验的打工人，6个月前脑子一热，毅然选择加盟开店，探索副 业之路。都说实体难，不要轻易开店。当时我不明白这句话的含金量。 6个月后，面对门店亏损、终于下定决心闭店。 这段血淋淋的创业经验，我做了这篇深度的复盘，一共6000字，聊聊路上踩了哪些坑、有哪些经验教 训。 任何人如果有开店的打算，我相信这篇文章一定会对你有帮助。 一、我为什么选择在大厂打工时副业开店 我毕业之后就加入一家大厂做产品经理，因为互联网经济下行，想要提前寻找第二曲线，2022年就开始 尝试一些副业项目。 第一类支出，是店铺0~1启动的一次性固定费用，包括： 1. 品牌加盟费：5w； 2. 硬装费：3.3w； 3. 大件采购费：3.5w。 这两年折腾过不少：美团电商、短视频带货、抖音团购、出海工具站等等，但是没有从项目中拿到过大 结果。 原因很简单，这些项目给我的正反馈太弱了。最常见的两种情况是： 经过一阵低迷后我做了总结，结论在事后看非常愚蠢：之前的项目都是轻资产创业，太多人搞、太容易 进入了，没什么壁垒。做实体创业就不会有这样的问题。 又因为我自己本身在互联网工作，平常身体会有各种不舒服的问题，就想到了 ...

7月18日晚，中国船舶、中国重工双双发布公告称，中国证监会出具了《关于同意中国船舶工 业股份有限公司吸收合并中国船舶重工股份有限公司注册的批复》， 同意中国船舶以新增 30.53亿股股份吸收合并中国重工的注册申请。 在政策层面，新"国九条"及《关于深化上市公司并购重组市场改革的意见》（以下简称"并购 六条"）明确鼓励上市公司聚焦主业、综合运用并购重组等方式提高发展质量，为上市公司并 购重组提供了明确的政策支持。 中国船舶、中国重工的合并是此前"南北船"合并工作的延续。2019年，中国船舶工业集团有 限公司和中国船舶重工集团有限公司实施联合重组，新设立中国船舶集团。 公开资料显示，中国船舶集团拥有科研院所、企业单位和上市公司共84家，资产总额 10066.16亿元，员工20.5万人，拥有我国最大的造修船基地和最完整的船舶及配套产品研发 能力，能够设计建造符合全球船级社规范、满足国际通用技术标准和安全公约要求的船舶海 工装备。 此次合并有效解决了2019年"南北船"合并后在上市公司船海主业层面的同业竞争问题，有助 于更好把握全球船舶行业周期机遇，并借助资本市场推动深层次改革与整合，提升上市公司 核心战略功能和价值 ...

证券代码：603062 证券简称：麦加芯彩 公告编号：2025-042 麦加芯彩新材料科技（上海）股份有限公司 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。 为积极响应上海证券交易所《关于开展沪市公司"提质增效重回报"专项行 动的倡议》，践行"以投资者为本"的发展理念，推动公司高质量发展和投资价值 提升，增强投资者信心和获得感，麦加芯彩新材料科技（上海）股份有限公司（以 下简称"公司"）结合自身发展战略和经营情况，于 2024 年 12 月 25 日披露了《"提 质增效重回报"行动方案》。 自行动方案发布以来，公司积极开展和落实有关工作，并取得阶段性的成效 和进展。为维护公司全体股东利益，践行"以投资者为本"的上市公司发展理念， 公司对《"提质增效重回报"行动方案》的执行情况进行了评估，现将主要进展及 工作成果报告如下： 一、强基固本，拓展新域，并行驱动质效提升 公司 2024 年度实现收入 21.39 亿元，同比增加 87.56%并突破历史新高；实现 净利润 21,085.92 万元，同比增加 26.30%。2025 年第 ...

Summary of China CRRC Conference Call Company Overview - **Company**: China CRRC - **Industry**: Railway and New Energy Equipment Key Points Performance Highlights - China CRRC's performance exceeded expectations primarily due to the railway market's bidding and delivery pace being better than anticipated, along with strong growth in urban rail and emerging industries such as wind power and IGBT [2][4] - In Q2 2025, the company's net profit attributable to shareholders increased by 15% to 41%, with a median growth rate of 28% [3] - The operating profit maintained a growth rate of around 20% from Q1 2024 to Q2 2025 [3] Market Dynamics - The railway market in Q2 2025 saw significant bidding activities, including 120 locomotives and 68 sets of high-speed trains, which accelerated the delivery pace [6] - The overall fixed asset investment in railways increased by 5.9%, and passenger volume grew by over 7%, setting historical highs [7] - The urban rail market experienced a decline in bidding numbers in 2024 but is expected to recover significantly in 2025, with an estimated vehicle volume of over 4,000 units [9] Emerging Industries - New industries such as wind power, electric drive, IGBT, and marine equipment showed high growth in orders, indicating a positive outlook for revenue and profit [10] - The semiconductor IGBT sector is currently ramping up production capacity, contributing to the overall growth in new industries [10] Future Outlook - For Q3 2025, it is anticipated that around 2,000 freight cars and several locomotives will be delivered, with strong demand for new vehicles and maintenance services [8] - The total railway operating mileage is expected to reach between 2,500 to 3,000 kilometers in the second half of the year, supporting continued demand for high-speed trains [7] Dividend and Investment Perspective - China CRRC maintains a stable dividend policy, with an A-share dividend yield of approximately 4% and a Hong Kong share yield of about 6%, indicating higher relative value in the Hong Kong market [4][13] - Other companies in the sector, such as Jinxi Axle and Siwei Control, are also showing high growth or recovery, suggesting attractive investment opportunities [4][13] Overall Industry Sentiment - The overall sentiment in the railway industry is positive, with improvements in various segments including high-speed trains, new vehicles, and maintenance services [14] - The expected annual profit release is around 15 billion, potentially exceeding expectations, reflecting a significant enhancement in profitability [12][14] Conclusion - China CRRC is positioned well within the railway and new energy equipment sectors, with strong performance indicators and a favorable market outlook, supported by strategic bidding and delivery improvements, alongside growth in emerging industries.

Group 1: Northbound Capital Analysis - In Q2 2025, Northbound capital actively increased positions in both traditional economy sectors and new tracks, with significant additions in non-ferrous metals, transportation, public utilities, non-bank financials, and construction decoration [2][22] - Major reductions were observed in food and beverage, home appliances, and machinery sectors, indicating a shift from core assets to traditional economy and from old tracks to new tracks [2][22] - The absolute holding amounts showed significant decreases for companies like BOE A (-38.39%), Luxshare Precision (-38.29%), and Wuliangye (-30.22%) [23][24] Group 2: Dollar Outlook - The report suggests that the downtrend of the dollar is expected to continue at least until mid-2025, with recent upticks being merely a "rebound" rather than a "reversal" [3][29] - Factors contributing to the dollar's decline include deteriorating U.S. fiscal conditions and a loss of attractiveness as a global reserve currency [3][27] - The report anticipates a potential rebound in Q3 2025, but maintains that the overall downtrend remains dominant [29] Group 3: Credit Bond ETF Strategy - Since May, the credit bond market has exhibited independent trends, driven by rapid growth in credit bond ETF scales and expectations for future space [4][30] - The trading activity of component bonds has significantly increased, with higher turnover rates compared to non-component bonds [30][31] - The report indicates that the valuation of component bonds may further compress, with potential trading opportunities in non-component bonds due to liquidity premiums [32] Group 4: Company-Specific Insights - Daikin Heavy Industries is positioned as the only supplier in the Asia-Pacific region capable of delivering offshore products to the European market, with a strong order backlog [11][35] - The company has transitioned to a DAP (Delivered at Place) product model, enhancing its service offerings and increasing order value [11][35] - Revenue projections for Daikin Heavy Industries are set at 6.51 billion, 8.40 billion, and 9.74 billion yuan for 2025-2027, with net profit estimates adjusted to 1.05 billion, 1.37 billion, and 1.76 billion yuan respectively [11][36] Group 5: Chemical Industry Analysis - Xin'an Chemical is recognized as a leading player in the glyphosate and silicone markets, with expectations for improved market conditions in the silicone sector [12][20] - The company has a glyphosate production capacity of 80,000 tons and is expanding its product range under a "1+2+N" strategy [12][20] - Revenue forecasts for Xin'an Chemical are projected at 15.5 billion, 17.3 billion, and 18.8 billion yuan for 2025-2027, with net profits expected to reach 299 million, 651 million, and 802 million yuan [12][20]

● 我国5年经济增量预计将超过35万亿元，每年对世界经济增长的贡献率保持在30%左右。 ● 前4年我国经济增速平均达到5.5%。我国这么大的体量和增量，能保持这样的增速，在经济发展史上 前所未有。 ● 2024年全社会研发经费投入规模比"十三五"末增长近50%，增量达到1.2万亿元。 ● 民营企业增加到5800多万户，比"十三五"末增长超40%。 ● 单位GDP能源消耗四年累计降低11.6%，相当于减少了11亿吨二氧化碳排放量，接近欧盟2024年碳排 放总量的50%。 ● 2021年至今年5月，外商累计对华直接投资4.7万亿元，超过了"十三五"期间总额。 ● 我国已构建起全球最大、发展最快的可再生能源体系，今年5月底可再生能源发电装机达到20.9亿千 瓦，比"十三五"末的9.34亿千瓦，翻了一番多，现在全国每3度电就有1度是绿电。 ● 2024年，全国新能源汽车保有量达到3140万辆，比"十三五"末的492万辆增长5倍多。 （均据新华社电） ● 能源自给率保持在80%以上，2024年油气总产量首次超过4亿吨油当量、发电量达10万亿千瓦时。 ● 每年城镇新增就业稳定在1200万人以上，在14亿多人口的发展中大国 ...

Summary of the Conference Call on Deep Sea Technology and Marine Economy Industry Overview - The marine economy in China surpassed 10 trillion yuan in 2024, accounting for 7.8% of GDP, with a contribution of 11.5% to GDP growth, indicating its significance as a key growth driver for the national economy [2][4] - The government has emphasized deep-sea technology in its work report, highlighting the importance of this sector in national strategy [4] Core Areas of Deep Sea Technology - Deep sea technology encompasses three main areas: 1. **Deep Sea Material R&D**: Focused on high-performance steel, alloys, and composite materials to address challenges in extreme environments [6] 2. **Deep Sea Equipment Manufacturing**: Involves underwater robots, detection equipment, and marine engineering equipment [6] 3. **Deep Sea Digital Applications**: Incorporates information and intelligent technologies in deep-sea operations [6] Investment Opportunities - Investment opportunities are concentrated in: 1. **Specialty Steel, Titanium Alloys, and Polymer Materials**: Companies like Baotai Co., Baose Co., and Gangyan Gaona are key players [10] 2. **Underwater Exploration Equipment**: Including underwater robots and detection radar systems [10] 3. **Shipbuilding and Military Equipment**: This sector is seen as a critical area for future growth [10] Regional Development Initiatives - Coastal provinces such as Shanghai, Guangdong, and Fujian have released development plans focusing on high-tech industries, including marine equipment and new energy [7] Global Strategic Importance - The global competition for deep-sea control is driven by the strategic significance of deep-sea regions, with 90% of the world's waters exceeding 1,000 meters in depth [8][9] Current Industry Trends - The marine equipment industry is currently experiencing high demand, particularly in the exploration sector, which has shown strong performance [11] - Offshore wind power installations are on the rise, with significant potential for deep-sea wind power construction and related infrastructure needs [12] Future Directions in Deep Sea Technology - The development of deep-sea technology is increasingly focused on digitalization and intelligence, with the marine electronic information industry transitioning towards networked and intelligent systems [13] - Underwater data centers are emerging as a key infrastructure, utilizing natural cooling to address heat dissipation issues while being cost-effective [14] AI Integration - The integration of AI in deep-sea technology is gaining traction, particularly in communication needs as deep-sea exploration advances [15]

Group 1 - The central government emphasizes the high-quality development of the marine economy, with the national marine GDP expected to reach 11.18 trillion yuan in 2025, reflecting a year-on-year growth of 5.9% in 2024 [4][11][20] - The marine economy's contribution to the national GDP is projected to be 7.8%, with 15 marine industries achieving a total added value of 4.3733 trillion yuan in 2024, growing by 7.5% [21][22] - The deep-sea technology sector is identified as a key area for development, with significant investments and strategic initiatives aimed at enhancing capabilities in underwater observation, construction, and resource extraction [9][30][31] Group 2 - The report identifies 11 companies within the deep-sea economic industry chain listed on the Beijing Stock Exchange, including Audiwei (ultrasonic underwater ranging sensors), Wantong Hydraulic (hydraulic cylinders for offshore drilling platforms), and Klete (ventilation and air treatment systems) [40] - The marine engineering equipment manufacturing industry in China is experiencing a recovery, with an expected added value of 112.6 billion yuan in 2025, following a growth of 9.1% to 103.2 billion yuan in 2024 [30][33] - The report highlights the increasing market interest in deep-sea technology, with emerging sectors such as deep-sea energy storage and carbon sequestration expected to drive future growth [31][32]

Group 1: Export Growth and Market Expansion - The largest land port for automobile exports in China, Horgos, is experiencing a surge in vehicle exports, with daily long queues for customs checks [1] - Jiangsu Doremi Automotive Technology Co., Ltd. reported sales of 98 million yuan last year, with expectations to exceed 120 million yuan this year, highlighting Central Asia as a new growth point [1] - In the first five months of this year, the total import and export value of Zhenjiang reached 43.62 billion yuan, a historical high for the same period, with a year-on-year growth of 5.5% [1] Group 2: Innovation and Product Development - Jiangsu Wode Agricultural Machinery Co., Ltd. achieved overseas sales of 1.25 billion yuan from January to May, a 34% increase year-on-year, driven by product innovation [2] - The company has developed products tailored for international markets, including palm harvesting machines for Southeast Asia [2] - Zhenjiang Shipyard Group signed contracts for eight deep-water anchor handling vessels and one of the largest sulfur transport vessels, with delivery dates extending to 2028 [2] Group 3: Cross-Border E-commerce and New Business Models - Zhenjiang has established a cross-border e-commerce platform to enhance trade capabilities, with over 850 cross-border e-commerce companies formed in the region [5] - The city is focusing on developing nine cross-border e-commerce industrial belts, including hardware tools and automotive parts [5] - Zhenjiang Jinzhitai Textile Co., Ltd. has expanded its market reach beyond the U.S. to Japan, Australia, and Europe, achieving over 20% growth in non-U.S. markets [4] Group 4: Policy Support and Trade Facilitation - The RCEP agreement has provided tariff reductions, enhancing the competitiveness of Zhenjiang's products in markets like Japan and Southeast Asia, with a 20% increase in orders for certain products [6] - Zhenjiang Customs is actively guiding companies to utilize policy benefits, improving export clearance efficiency through tailored services [6] - The city is promoting online sales of foreign trade products, facilitating connections between local exporters and e-commerce platforms [6]