值得注意的是，亚星锚链凭借过硬的产品质量已经成功打入全球高端市场，产品远销日本、韩国、欧洲、美国等多个国家和地区，为SBM、壳牌等国际航 运与海洋工程巨头以及国际油企提供配套。据行业机构统计，亚星锚链在全球船用锚链市场占有率超过60%，系泊链市场占据主导地位，尤其是在高端系泊 链领域接近形成断层领先格局。其在国际市场上具备极强的定价权与市场影响力，远超国内外竞争对手。 亚星锚链的海外拓展与业绩增长，是中国造船业全球地位持续提升的生动写照。中国船舶工业行业协会数据显示，2025年上半年我国造船三大核心指标继续 保持全球领先，完工量、新接订单量、手持订单量分别占世界市场份额的51.7%、68.3%和64.9%，各项指标均遥遥领先于韩国、日本等传统造船强国。从具 体数据来看，1-6月我国造船完工量达2413万载重吨，新接订单量4433万载重吨，截至6月底手持订单量更是高达23454万载重吨，同比增长36.7%，为行业持 续发展奠定了坚实基础 。 中国造船业的全球崛起，离不开全产业链的协同发力。作为造船产业的重要配套环节，亚星锚链等零部件企业的技术突破与海外拓展，与整机制造企业形成 了良性互动，共同提升了"中国造船" ...

Core Points - The company announced a mid-term profit distribution plan for 2025, proposing a cash dividend of 0.40 yuan per 10 shares, totaling 38,376,000 yuan [4][13][14] - The net profit attributable to shareholders for the first half of 2025 was reported at 11,455,082.87 yuan, with a cumulative distributable profit of 835,667,452.81 yuan [4][13] - The distribution plan was approved unanimously by the board of directors during the seventh meeting of the sixth board on August 22, 2025 [10][11][14] Company Overview - The company is Jiangsu Yaxing Anchor Chain Co., Ltd., with the stock code 601890 [3] - The total share capital as of the announcement date is 959,400,000 shares [4][13] Financial Data - The company's net profit for the first half of 2025 was 11,455.08 million yuan, and the total distributable profit was 83,566.75 million yuan [4][13] - The cash dividend distribution represents 33.50% of the net profit for the first half of 2025 [4][13] Decision-Making Process - The board of directors was authorized by the annual general meeting held on May 22, 2025, to formulate the mid-term profit distribution plan [7] - The decision to distribute dividends was made in accordance with the company's profit distribution policy and shareholder return plan [14]

Group 1 - The central government is promoting high-quality development of the marine economy, emphasizing top-level design and increased policy support to encourage social capital participation [1][5] - A surge in marine economy concept stocks was observed on July 2, with several stocks hitting the daily limit, including Deepwater Haina and Guolian Aquatic Products [1] - The marine economy encompasses various sectors such as marine fisheries, transportation, shipbuilding, salt industry, oil and gas, and coastal tourism [5] Group 2 - Multiple local governments have introduced policies to boost marine economic development, including Guangdong's new regulations and Shanghai's development plan for 2025-2035 [6] - Hainan has proposed a strategy to create a "Sea Hainan," focusing on innovation platforms in key areas and enhancing traditional industries like marine fisheries and tourism [6] - The marine production value in China is projected to exceed 10 trillion yuan in 2024, accounting for 7.8% of the national GDP, with a 5.7% year-on-year growth in the first quarter [7] Group 3 - Companies like Yaxing Anchor Chain are expanding their product offerings to include advanced mooring chains for offshore wind power and mining projects [7] - CIMC Raffles is recognized as a leading contractor for high-end marine engineering equipment, with orders for deep-sea oil and gas equipment scheduled until 2027 [7] - The current marine economy policies are characterized by a trend towards high-end, intelligent, and green development, aiming to enhance technological innovation and regional collaboration [8]

Core Viewpoint - The article highlights the recent surge in marine economy concept stocks driven by favorable government policies aimed at promoting high-quality development in the marine economy [2][3]. Policy Support - The Central Financial Committee's sixth meeting on July 1 emphasized the need for top-level design and increased policy support to encourage social capital participation in marine economic development [2]. - Various local governments have introduced policies to boost marine economic growth, including Guangdong's new regulations and Shanghai's development plan for marine industries from 2025 to 2035 [5]. Industry Overview - The marine economy encompasses sectors such as marine fisheries, transportation, shipbuilding, salt production, oil and gas, and coastal tourism [4]. - The 2024 China Marine Economy Statistical Bulletin indicates that the national marine production value is expected to exceed 10 trillion yuan, accounting for 7.8% of the GDP [7]. Company Insights - Companies like Yaxing Anchor Chain are expanding their product offerings to include advanced mooring chains for offshore wind power and mining projects, with existing contracts for floating wind power demonstration projects [7]. - CIMC Raffles is recognized as a leading contractor in high-end marine engineering equipment, with orders for deep-sea oil and gas equipment scheduled until 2027 [7]. Technological Development - The current marine economy policies are characterized by a trend towards high-end, intelligent, and green development, focusing on building multi-level industrial systems and enhancing technological innovation [8]. - The development of deep-sea technology is seen as crucial for enhancing exploration capabilities and is expected to accelerate under top-level planning support [7][8].