Core Viewpoint - Zhongke Haixun (300810) signed a strategic cooperation agreement with Guangxi Beibu Gulf International Port Group at the 22nd China-ASEAN Expo, focusing on marine technology, AI, and digital economy initiatives [1][2]. Group 1: Agreement Details - The agreement emphasizes strategic collaboration around national initiatives such as the Western Land-Sea New Corridor and the Belt and Road Initiative, exploring pathways for marine economy and port intelligence development [2]. - It aims to enhance innovation cooperation by jointly pursuing national and provincial research project support in areas like smart ports and marine big data, creating a closed-loop innovation system [2]. - The agreement includes provisions for talent exchange, facilitating technical personnel participation in key projects and establishing a shared incentive mechanism for innovation achievements [2]. Group 2: Impact and Future Considerations - The cooperation is not expected to have a significant impact on the company's current year operating performance, but future performance implications remain uncertain [2]. - The agreement is a framework agreement, and its implementation and subsequent developments are subject to uncertainty, with specific matters to be signed later if cooperation is achieved [2]. - The company has disclosed that there have been no changes in shareholding or restrictions on shares for related personnel in the past three months, and no notifications of intended share reductions have been received [2].

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]

Group 1 - The marine economy concept saw significant stock price increases, with notable gains in companies such as Klete rising over 20%, Deepwater Haina hitting a 20% limit up, and Zhongke Haixun increasing by over 13% [1] - The Central Financial Committee's sixth meeting emphasized the importance of high-quality development in the marine economy, focusing on innovation, efficient collaboration, industrial upgrades, harmonious human-sea relationships, and win-win cooperation [1] - Key strategies include enhancing top-level design, increasing policy support, encouraging social capital participation, and improving independent innovation capabilities in marine technology [1] Group 2 - Zheshang Securities highlighted the growing strategic importance of marine power, indicating that the development of deep-sea technology is crucial for building a marine power nation, with expectations for upcoming industry policies and funding support [2] - Tianfeng Securities outlined the deep-sea technology industry chain, which includes deep-sea materials, deep-sea equipment, and deep-sea digitalization, noting that deep-sea materials are foundational and involve high-performance steel and titanium alloys [2] - The demand for deep-sea equipment is rapidly increasing, with a focus on underwater detection, construction operations, oil and gas production, and mineral development, indicating an upward cycle in the shipbuilding and marine engineering equipment industry [2]