每经AI快讯，广大特材（SH 688186，收盘价：29.49元）10月9日晚间发布公告称，截至2025年9月30 日，公司以集中竞价交易方式累计回购股份约159万股，占公司总股本的比例为0.5685%，较上次回购 进展公告披露数相比增加0.1261%回购成交的最高价为26.06元/股，最低价为24.34元/股，支付的资金总 额为人民币约3999万元。 2024年1至12月份，广大特材的营业收入构成为：新能源风电占比54.86%，能源装备占比19.8%，机械 装备占比9.32%，模具制造占比5.46%，海洋石化装备占比3.38%。 截至发稿，广大特材市值为83亿元。 每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 （记者 曾健辉） ...

光大证券指出，重点关注公司在机器人、核聚变等新兴产业的突破进展。在机器人领域，公司实施"自 主研发+生态合作"双轮驱动，依托参与国家地方共建人形机器人创新中心，顺势推动商业化落地，并 已在核电工业场景中先行开展人形机器人应用测试。在核聚变领域，公司成功交付全球首台ITER项目 磁体冷态测试杜瓦，后续还将交付国家重大科技基础设施CRAFT项目、紧凑型聚变实验装置BEST项目 等多个主机系统核心部件。 智通财经APP获悉，上海电气(02727)涨超5%，截至发稿，涨5.68%，报4.09港元，成交额4.35亿港元。 公开资料显示，上海电气主要从事设计、制造及销售能源装备(包括核电设备、储能设备、燃煤发电及 配套设备、燃气发电设备、风电设备、氢能设备、光伏设备、高端化工设备，以及提供电网及工业智能 供电系统解决方案)和工业装备(包括电梯、大中型电机、智能制造设备、工业基础件、建筑工业化设 备，同时亦提供集成服务(包括能源、环保及自动化工程及服务)。今年上半年，公司实现新增订单突破 千亿达1098.1亿元，同比增长31.2%。其中能源装备新增订单同比增长23.9%至600.4亿元。 ...

Core Viewpoint - Shanghai Electric's stock has increased by over 5%, currently trading at 4.09 HKD with a transaction volume of 4.35 billion HKD, reflecting strong market interest in the company [1] Group 1: Company Overview - Shanghai Electric primarily engages in the design, manufacturing, and sales of energy equipment, including nuclear power, energy storage, coal-fired power, gas power, wind power, hydrogen, photovoltaic equipment, and high-end chemical equipment [1] - The company also provides integrated services in energy, environmental protection, and automation engineering [1] Group 2: Financial Performance - In the first half of the year, Shanghai Electric achieved new orders exceeding 100 billion, reaching 109.81 billion RMB, a year-on-year increase of 31.2% [1] - New orders for energy equipment grew by 23.9% year-on-year, totaling 60.04 billion RMB [1] Group 3: Emerging Industries - The company is focusing on breakthroughs in emerging industries such as robotics and nuclear fusion [1] - In the robotics sector, Shanghai Electric is implementing a dual strategy of "independent research and development + ecological cooperation," participating in the establishment of a humanoid robot innovation center [1] - In the nuclear fusion field, the company successfully delivered the world's first ITER project magnet cold test dewar and will deliver key components for major national scientific infrastructure projects [1]

人民财讯9月22日电，国家能源局等四部门发布关于推进能源装备高质量发展的指导意见。其中提出， 重点突破能源装备智能感知与决策融合技术，融合视觉、振动、光谱等非侵入式传感技术，搭建能源装 备全景感知网络，推进精准预测装备作业工况与健康状况精准预测，实现装备全生命周期科学管理。研 制具备边缘计算能力的智能终端，推进终端场景协作机器人、人形机器人研发，结合具身智能等技术， 提升装备复杂环境下的自主作业能力。 ...

9月20日下午，以"共享创新 共塑未来：构建开放合作的全球科技共同体"为主题的2025浦江创新论坛在 上海市开幕。辽宁省受邀担任本届论坛主宾省。辽宁省委副书记、省长王新伟出席开幕式并致辞。 王新伟代表辽宁省委、省政府，对本届论坛的开幕表示祝贺，向科技部、上海市和社会各界长期以来给 予辽宁振兴发展的关心支持表示感谢。他说，习近平总书记始终高度重视科技创新，坚持把创新摆在国 家发展全局的核心位置，赋予上海建设国际科技创新中心的历史使命。上海主动服务国家战略，加快建 成具有全球影响力的科技创新高地，取得令人瞩目的非凡成就，我们由衷祝贺、深感钦佩。 王新伟说，辽宁与上海同为共和国工业摇篮，拥有鲜明的创新基因、厚重的工业底蕴、富集的科教资 源，是一片充满荣光和梦想的热土。习近平总书记始终对辽宁振兴发展高度重视、念兹在兹、充满期 待，今年春节前夕，习近平总书记再次到辽宁考察，赋予辽宁"在推动新时代东北全面振兴取得新突破 上勇于争先"新的重大使命。我们牢记嘱托、感恩奋进，聚焦维护国家"五大安全"重要使命，锚定新时 代"六地"目标定位，奋力实施全面振兴新突破三年行动，经济社会发展保持向新向上向好态势，全面振 兴展现出勃勃生机 ...

Group 1 - The company held an online investor meeting to discuss its transformation strategy, ESG efforts, shareholder rights protection, and core business development [1] - The company is focusing on transforming into a technology-oriented enterprise, consolidating its power semiconductor and digital energy businesses while expanding into strategic emerging industries [2] - The company emphasizes the establishment of a three-tier governance structure for ESG and aims to enhance shareholder rights through improved governance and operational efficiency [3] Group 2 - The digital energy business is performing well, with the subsidiary focusing on virtual power plant applications and achieving national-level demonstration projects, along with multiple patents and software copyrights [4] - The power semiconductor business has secured 86 patents and is enhancing quality management systems, having received automotive industry quality certification, with plans for continued positive development [4] - The company clarified that there are no undisclosed information regarding the recent capital increase and acquisition matters, and previous acquisition restructuring was terminated on April 19, 2024 [4]

Group 1 - The core viewpoint of the article highlights Shanghai Electric's strong performance in the first half of 2025, with significant growth in revenue and profit driven by favorable coal power policies and increased orders in energy equipment [2] - In the first half of the year, Shanghai Electric achieved operating revenue of 54.303 billion yuan, a year-on-year increase of 8.89%, and a net profit attributable to shareholders of 0.821 billion yuan, up 7.32% [2] - The company reported a substantial increase in non-recurring net profit, reaching 0.546 billion yuan, which represents a year-on-year growth of 122.89% [2] Group 2 - Shanghai Electric secured new orders totaling 109.81 billion yuan during the reporting period, with energy equipment orders amounting to 60.04 billion yuan, including 20.08 billion yuan for coal-fired power equipment, 6.77 billion yuan for nuclear power equipment, 13.90 billion yuan for wind power equipment, and 7.46 billion yuan for energy storage equipment [2] - The company is focused on transforming its core industries towards high-end and intelligent solutions, aligning with national strategies and seizing new opportunities in energy development [2] - Shanghai Electric aims to enhance its technological innovation and management practices to foster new growth momentum and optimize its industrial structure [2] Group 3 - Shanghai Electric is recognized as a global leader in providing industrial-grade green intelligent system solutions, focusing on three core sectors: energy equipment, industrial equipment, and integrated services [3] - The company is committed to delivering green, environmentally friendly, intelligent, and interconnected technology integration and system solutions to global customers [3]

Core Viewpoint - The 2025 interim report of China International Marine Containers (Group) Co., Ltd. (CIMC) reflects a significant response to its "second entrepreneurship" initiative proposed five years ago, showcasing a transformation from a container giant to a provider of high-end equipment and green technology solutions [1][2]. Financial Performance - CIMC reported a revenue of 76.09 billion yuan in the first half of 2025, a slight decrease of 3.82% year-on-year, while net profit attributable to shareholders surged by 47.63% to 1.278 billion yuan [1]. - Operating cash flow reached 7.154 billion yuan, a staggering increase of 594.46% year-on-year, marking it as a highlight of the report [1][4]. Margin Improvement - The gross margin of CIMC has been consistently improving, with a mid-year gross margin increase of 1.94 percentage points year-on-year, driven by effective cost control and a higher proportion of high-value-added products [2]. - The gross margin for the traditional container manufacturing segment rose by 3.95 percentage points to 16.15%, while the marine engineering segment saw a 5.8 percentage point increase, approaching 11% [2]. Strategic Transformation - CIMC is transitioning from reliance on traditional container business to a diversified growth model, focusing on high-end manufacturing and technology-driven solutions [4][5]. - The company has optimized its balance sheet by replacing high-interest dollar debt, reducing interest-bearing debt by 5.1 billion yuan, and decreasing net interest expenses by 310 million yuan [4]. Business Segment Highlights - In the energy equipment sector, CIMC achieved a net profit of 460 million yuan, a year-on-year increase of 90.26%, with significant orders in hydrogen storage and transportation [5]. - The marine engineering business turned around with a net profit of 281 million yuan, recovering from a loss of 84 million yuan, and over 70% of orders are for floating production systems [5]. - The cold chain and intelligent manufacturing sectors experienced a surge, with profits from refrigerated container demand and smart equipment significantly increasing [5]. Innovation and R&D - As of the 2025 interim report, CIMC holds 6,331 valid patents and has established a global network of R&D centers and production facilities across over 20 countries [6]. - The successful implementation of the "Starlink Plan" in the road vehicle segment has led to a market share increase to 23.07% and a 74% rise in operating profit for semi-trailers [7]. Capital Market Activity - CIMC has resumed its H-share buyback program, spending 56.24 million Hong Kong dollars, and is committed to maintaining a dividend payout ratio of no less than 30% while considering increasing shareholder returns [7].

Core Viewpoint - The semi-annual report of CIMC Group for 2025 reflects a significant response to its "second entrepreneurship" initiative proposed five years ago, showcasing a transformation from a "container giant" to a "high-end equipment and green technology comprehensive solution provider" [1] Financial Performance - CIMC Group reported a revenue of 76.09 billion yuan, a slight decrease of 3.82% year-on-year, while net profit attributable to shareholders surged by 47.63% to 1.278 billion yuan, indicating a shift in focus towards value creation [1] - The operating cash flow net amount reached 7.154 billion yuan, a staggering increase of 594.46% year-on-year, marking a significant highlight of the report [4] Margin Improvement - The gross margin of CIMC Group has been continuously improving, with a mid-term gross margin increase of 1.94 percentage points year-on-year, driven by lean cost control and a higher proportion of high-value-added products [2][3] - The gross margin of the traditional container manufacturing segment increased by 3.95 percentage points to 16.15%, while the marine engineering segment saw a 5.8 percentage point increase, approaching 11% [2] Strategic Transformation - CIMC Group is strategically restructuring its business model, reducing reliance on traditional container business and focusing on emerging sectors, achieving a transition from a single pillar to multi-polar growth [4] - The company has made significant strides in the energy equipment sector, with net profit reaching 460 million yuan, a year-on-year increase of 90.26%, and securing substantial orders in hydrogen storage and transportation [5] Innovation and R&D - As of the mid-2025 report, CIMC Group holds 6,331 valid patents and has established a global network of R&D centers and production facilities across over 20 countries, reflecting its commitment to becoming a "specialized, sophisticated, and new" global enterprise [6][7] Market Position and Shareholder Returns - CIMC Group has resumed its H-share buyback program, having spent 56.24 million Hong Kong dollars, and is considering increasing its dividend payout ratio while maintaining a minimum of 30% [7]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，幷明確表示，概不對因本公告全部或任何部份內容而産生或因倚賴該等內 容而引致的任何損失承擔任何責任。 （在中華⼈⺠共和國註冊成立之股份有限公司） （H 股股票代碼：00317） 海外監管公告 本公司董事會及全體董事保證本公告內容不存在任何虛假記載、誤導性陳 述或者重大遺漏，並對其內容的真實性、準確性和完整性承擔法律責任。 此海外監管公告是根據香港聯合交易所有限公司證券上市規則第 13.10B 條發出。以下為中船海洋與防務裝備股份有限公司於上海證券交易所網站 (www.sse.com.cn）所刊發之【中船防務 2025 年半年度報告】。 承董事會命 中船海洋與防務裝備股份有限公司 公司秘書 李志東 廣州，2025年8月28日 本公告公佈之日，董事會的九位成員分別為：執行董事羅兵先生及陳利平先生；非執 行董事顧遠先生、任開江先生及尹路先生；以及獨立非執行董事林斌先生、聶煒先生 、李志堅先生及謝昕女士。 中船海洋与防务装备股份有限公司 2025 年半年度报告 公司代码：600685 公司简称：中船防务 中船海 ...