瑞财经 钟鸣辰博迈科(SH603727)近日发布2025年半年报，上半年同比营收利润双降。 彭文成，1965年出生，中国国籍，无党派人士，硕士研究生学历，高级工程师。1987年至1993年就职于 中海石油平台制造有限公司，担任生产技术室副主任、项目经理；1993年至1996年任天津成泰国际工贸 有限公司董事长、总经理；1996年至2012年任天津渤油船舶工程有限公司执行董事、董事长、总经理。 2012年起担任博迈科海洋工程股份有限公司董事长、总经理，同时兼任天津博迈科海洋工程有限公司执 行董事及经理、博迈科海洋工程管理香港有限公司董事、天津成泰国际工贸有限公司监事、海洋石油工 程(香港)有限公司董事等职务。 彭文革，中国国籍，无境外永久居留权，1970年出生，渤海石油技校采油仪表专业毕业。1989年至1991 年任渤海石油采油公司采油操作工；1994年至1996年任天津成泰国际工贸有限公司采办部副经理；1996 年至2007年历任天津渤油船舶工程有限公司采办经理、董事、副总经理；2007年至2011年任天津中交博 2025年上半年，博迈科公司毛利率为13.75%，同比下降2.88个百分点；净利率为1.19%， ...

Group 1 - The company's stock price closed at 14.57 yuan on August 15, 2025, down 0.61%, with a turnover rate of 1.77% and a trading volume of 50,000 hands, resulting in a transaction amount of 73.2014 million yuan [1] - The company has a total share capital of 281.7 million shares and cash reserves of 960 million yuan, equating to 3.4 yuan per share in cash [2] - The company has participated in numerous international bidding projects due to its extensive industry experience, especially in the context of high international oil prices and rapid project advancement in the offshore engineering market [2] Group 2 - The company has signed contracts worth over 6 billion yuan in the Far East and is currently the only company engaged in oil and gas development platforms in that region, with expectations for significant growth in development efforts [2] - The company has over 20 years of operational experience in the offshore engineering industry, successfully delivering numerous international projects, and possesses sufficient technical reserves and qualified personnel to meet project demands [2] - The company has prudently recognized asset impairment provisions and expected liabilities in accordance with accounting standards, allowing for effective operational risk management [2] Group 3 - On August 15, the net inflow of main funds was 3.661 million yuan, accounting for 5.0% of the total transaction amount, while speculative funds saw a net inflow of 7.356 million yuan, representing 10.05% of the total transaction amount [3] - Retail investors experienced a net outflow of 11.017 million yuan, which constituted 15.05% of the total transaction amount [3]

Core Viewpoint - The meeting emphasized the importance of developing a high-quality marine economy in Guangdong, aligning with national strategies for marine power and modernization [1][2]. Group 1: Strategic Importance - The meeting highlighted the strategic significance of the ocean for national development, recognizing it as a foundation for sustainable growth and a key area for high-quality development [2][3]. - Guangdong is urged to leverage its maritime advantages to enhance its position in the international competition for marine resources [2][3]. Group 2: Development Goals - The province aims to establish a modern marine economic system that is internationally competitive, focusing on sectors such as marine fisheries, marine manufacturing, and marine services [4][5]. - There is a call to accelerate the construction of modern marine industries, including marine renewable energy, marine biomedicine, and port-related industries [5][6]. Group 3: Organizational Leadership - The meeting stressed the need for strong organizational leadership to ensure the effective implementation of marine economic development initiatives, with various departments required to coordinate and support these efforts [5][7]. - The establishment of a comprehensive action plan for marine economic development from 2025 to 2027 was discussed, indicating a structured approach to achieving these goals [6][7].