Market News - The Shanghai Stock Exchange officially released the "Self-Regulatory Supervision Guidelines for Sci-Tech Innovation Board Listed Companies No. 5 - Sci-Tech Growth Tier" on July 13, emphasizing the enhancement of investor suitability management. The reform does not introduce new trading thresholds for individual investors, maintaining the requirement of "500,000 yuan in assets + 2 years of experience" [2] - The State Council Information Office will hold a press conference on July 14 to introduce the import and export situation for the first half of 2025, and another press conference in the afternoon to discuss financial statistics for the same period [2] - On July 15, the National Bureau of Statistics will release economic data including June's industrial added value, fixed asset investment, and retail sales of consumer goods, along with national economic operation data for the first half of the year [2] Sector Matters - China National Offshore Oil Corporation announced on July 13 that 24 sets of 2000-meter ultra-deepwater suction anchors, built independently by China, have been shipped to Brazil, marking a significant recognition of "Chinese manufacturing" in the international mainstream market [5] - The white feather meat duck industry has begun a capacity reduction battle, with approximately 9 million breeding ducks eliminated since December last year due to continuous losses. The daily output of ducklings has decreased by about 2 million, but remains significantly higher than market demand [6] - The price of polysilicon has surged over 16% in a single week, rising from 30,400 yuan/ton to a peak of 42,265 yuan/ton, marking a 39% increase over 14 trading days [7] Individual Stock Events - Degute announced on July 13 plans to issue shares and pay cash to acquire 100% of Haowei Technology, along with raising matching funds [9] - Yuanli Co. is planning to acquire control of Fujian Tongsheng New Materials Technology Co., as announced on July 13 [10] - Kanghua Bio announced on July 13 that its controlling shareholder is planning a change in control, which may lead to a change in the company's controlling shareholder [11] - Zijin Mining expects a net profit of approximately 23.2 billion yuan for the first half of the year, a year-on-year increase of about 54% [13] - Lanke Technology forecasts a net profit growth of 85.5% to 102.36% for the first half of 2025, estimating between 1.1 billion to 1.2 billion yuan [14] Lock-up Stock Release - According to Wind data, 42 companies will have lock-up stocks released from July 14 to July 18, with a total release volume of 1.604 billion shares, valued at approximately 27.74 billion yuan [16] - The highest release value on July 14 is approximately 16.855 billion yuan, accounting for about 60.76% of the total release scale for the week [16] - The top three companies by release value are Tianyue Advanced (7.487 billion yuan), Maiwei Bio-U (5.420 billion yuan), and Baoli Food (3.010 billion yuan) [16] New Stock Calendar - From July 14 to July 18, there are two new stocks available for subscription, both starting on July 14: Shanda Electric Power listed on the Shenzhen Stock Exchange and Jiyuan Group listed on the Shanghai Stock Exchange [19] Institutional Outlook - Shenwan Hongyuan indicates that the market has developed a "bull market atmosphere," with the Shanghai Composite Index breaking through previous highs, enhancing risk appetite and trading activity [21] - CITIC Securities expects the market's central tendency to continue to rise, with the Shanghai Composite Index reaching new highs in 2025 due to favorable macroeconomic conditions and market sentiment [22] - Guotai Junan predicts that the Hong Kong stock market will see a bull market in the second half of the year, driven by the revaluation of Chinese technology assets and the attractiveness of scarce assets in AI applications, innovative drugs, and new consumption [24]

每经编辑｜张喜威 袁东 √国务院新闻办公室将于7月14日上午1 新闻发布会,请海关总署副署长王令浚介 年上半年进出回情况，并答记者间 2国新办7月14日举行新闻发布会，介绍 上半年会融统计数据情况 3 中国6月贸易数据将公布 4 世界化学工程大会暨第21届亚太化工 将于7月14日至18日召开 1 王毅会见俄罗斯外长拉夫罗夫 2025年7月13日，中共中央政治局委员、外交部长王毅在北京会见俄罗斯外长拉夫罗夫。王毅欢迎拉夫罗夫来华出席上海合作组织成员国外长理事会会议， 表示中俄关系是当今世界最稳定、最成熟、最富有战略价值的一组大国关系。双方始终从历史纵深、战略高度和长远角度看待和推动两国各领域合作。两国 外长保持密切接触，有利于及时落实两国元首达成的共识。当前的重点是共同筹备好下阶段高层交往，深化全面战略协作，促进各自发展振兴，共同应对动 荡变革世界带来的挑战。（外交部网站） 2 国防部新闻发言人蒋斌就日方炒作中国军机"异常接近"答记者问 国防部新闻发言人蒋斌就日方炒作中国军机"异常接近"答记者问。记者：据报道，日本防卫省公布所谓中国军机"异常接近"日机情况，请问发言人有何评 论？蒋斌：近日，日本航空自卫队侦察机 ...

Group 1: Deepwater Equipment Delivery - China National Offshore Oil Corporation (CNOOC) has delivered 24 sets of 2000-meter deepwater suction anchors to Brazil, marking it as one of the largest deepwater oil and gas equipment deliveries by China [1][3] - The suction anchors weigh approximately 2674 tons, with a maximum height of 21 meters and a diameter of 8 meters, presenting significant technical challenges in precision control and deformation management due to their large size and thin wall thickness of 25 millimeters [3] Group 2: Technological Innovations - The project team achieved a quality compliance rate exceeding 99.9% through innovative construction techniques, including horizontal extension and vertical assembly, as well as advanced technologies like 3D scanning and finite element simulation [5] - The suction anchors will be installed at the Mero oil field in the Santos Basin, located in southeastern Brazil [5] Group 3: Marine Research Vessel - The first ocean-class intelligent comprehensive scientific research vessel, "Tongji," has been delivered, designed and built independently by China, featuring a 2000-ton capacity and advanced green, quiet, and intelligent technologies [6][8] - "Tongji" measures 82 meters in length and 15 meters in width, capable of accommodating 15 crew members and 30 research team members, with an operational range of 8000 nautical miles [8] Group 4: Power Grid Development - The Xinjiang 750 kV ring network project is nearing completion after 15 years of construction, with a total line length of 4197 kilometers, making it the largest 750 kV ultra-high voltage transmission ring network in China [11][17] - The project will enhance the power grid coverage to approximately 1.06 million square kilometers, nearly one-ninth of China's land area, and will facilitate the integration of renewable energy resources in the Tarim Basin [11][17]

Core Viewpoint - The delivery of 24 sets of 2000-meter deep-water suction anchors by China National Offshore Oil Corporation (CNOOC) to Brazil marks a significant achievement in China's deep-sea equipment manufacturing, showcasing international recognition of "Made in China" deep-sea technology [1] Group 1: Company Achievements - CNOOC has successfully constructed and delivered 24 sets of 2000-meter deep-water suction anchors, which are among the largest deep-sea oil and gas equipment exported by China [1] - The suction anchor is a critical piece of equipment for deep-water mooring, functioning like a large suction cup that firmly attaches to the seabed, ensuring efficient fixation of marine facilities [1] Group 2: Industry Impact - The delivery signifies a milestone in the acceptance of Chinese deep-sea equipment in the international mainstream market, indicating a growing competitiveness of China's manufacturing capabilities in the deep-sea energy sector [1] - The suction anchor is referred to as the "stabilizing needle" for deep-sea energy development, highlighting its importance in the industry [1]