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]

曾因全球造船市场长期低迷而濒临倒闭的韩国中型造船企业正全面复苏。 位于釜山市影岛区的HJ重工近年来在韩国具有优势的军船市场找到了突破口。该公司曾因收购菲律宾 苏比克造船厂而跻身世界前六，但在2010年代的船市低谷期严重受挫。2021年，HJ重工结束近5年的债 权团管理后重新出发，重点拓展军船细分市场与绿色燃料船领域，专注于与大型船企业务不重叠、且能 与中国形成差异化竞争的特种船市场。 今年5月在釜山举行的韩国国际海事防务产业展(MADEX)上，HJ重工展示了大型运输舰(LPH) "马罗 岛"号和"独岛"号、高速登陆艇（LSF-II）、导弹高速舰（PKG）、3000吨级警备救助舰等产品，吸引 了阿联酋、埃及等中东国家的关注，部分国家已实地考察影岛造船厂。 今年一季度，HJ重工实现营业收入4100亿韩元（约合20.5亿元人民币），实现营业利润54亿韩元（约合 2694万元人民币）。 规模相对较小的大鲜造船今年已进入结构调整的第三年。此前，该公司主要生产中小型集装箱船和散货 船，由于前期"过度低价接单"而导致业绩恶化。该公司计划，在今年内完成所有低价新造船项目，加速 改善经营体制，持续缩小赤字规模。 今年一季度，大 ...

i黑马 . 以下文章来源于i黑马 ，作者创业认知 让创业者不再孤独@i黑马 近日，在经济学家香帅与" 日本消费社会研究第一人 "三浦展的访谈中提到： 在日本银发经济赛道上，有没有特别成功的案例、品牌、商品或服务？ 对此， 三浦展老师是这样回答的： 香帅，著名金融学者 曾任北京大学金融系副教授、博士生导师 日本已经进入超老龄化社会，所有企业都需要面对银发经济或老年人。 即使是销售儿童服装的企业，也会在产品研发时，重点调研老年人需求。 因为给孩子买衣服的，往往是祖辈。 三浦展， " 日本消费社会研究第一人 " 著有《孤独经济》、《第五消费时代》等 日本市场很少出现爆款商品，但这款产品因为有助眠效用而热销。 这反映出， 希望拥有好的睡眠，是老年人的共性需求。 以酒类企业为例， 三得利 在银发经济背景下，除了酒类产品以外，还重点研发健康食品与营养品。 我虽然不怎么喝酒，却会选择两款健康食品。 日本食品行业，正在集中精力解决老年人需求。 其中， 养乐多Y1000 ，就是这样的成功案例。 最后，香帅老师这样总结： 其实，没有所谓的"银发赛道"。 而是，所有商家都在自己原有的商品基础上，做了一些微创新，去适应一个正在老龄化 ...

禾盛新材（002290.SZ）1H25 业绩预告点评 国产 CPU+NPU 稀缺标的，1H25 业绩大增 2025 年 07 月 13 日 ➢ 禾盛新材发布 1H25 业绩预告。2025 年 7 月 11 日，禾盛新材发布 2025 年半年度业绩预告，归母净利润预计实现 0.92~1.04 亿元，同比增长 50.0%~70.0%。单季度看，归母净利润实现 0.41~0.53 亿元，同比增长 22.7%~59.4%，主要由于公司加强管理，带动产品毛利率较上年同期增长。 ➢ AI 子公司斩获多个订单，适配多款国产 GPU。禾盛新材子公司海曦技术深 耕一体机行业，根据海曦技术公众号，2025 年 7 月 2 日公司中标基于 5G 的飞 机协同制造应用项目一期工程项目 X86 服务器项目。海曦技术一体机当前已支 持多款国产 GPU，当前海曦技术已在熠知 CPU、NPU（CPU 自带）、GPU 多个 处理单元协同作用下，充分复用机载内存，实现离散存储，协同计算，一台机器 即可实现运行 DeepSeek 满血版，TPS 达到 20 以上。 ➢ 对外投资熠知电子，打通 AI 产业链。2025 年 6 月 11 日，禾盛新材 ...

Company Overview - CoreWeave, originally founded as Atlantic Crypto, transitioned from Ethereum mining to providing AI-focused cloud computing infrastructure after the downturn in crypto mining during 2018-2019 [5] - The company now operates the CoreWeave Cloud Platform, which combines proprietary software and cloud services to support generative AI applications [6] Market Performance - CoreWeave's IPO was the largest of the year but was undersubscribed and priced lower than expected, with Nvidia stepping in to support the offering [2] - Despite a disappointing opening, CoreWeave's stock surged to $188, more than triple its IPO price, reflecting a resurgence in AI stock interest as market conditions improved [3] Business Model and Differentiation - CoreWeave differentiates itself from major cloud providers like Microsoft, Amazon, and Alphabet by offering higher performance and uptime specifically for generative AI [7] - The company has established a close relationship with Nvidia, often being the first to deploy new AI resources, enhancing its competitive edge [8] Customer Base and Revenue - Microsoft accounted for 62% of CoreWeave's revenue in 2024, highlighting customer concentration risks, although no single customer makes up more than 50% of its backlog [10] - Key partnerships with companies like Nvidia and OpenAI, which invested $350 million, provide a strong foundation for future growth [11][12] Growth Potential - CoreWeave reported a remarkable 420% increase in revenue to $981.6 million in the first quarter, indicating strong demand for its services [13] - The demand for AI computing is expected to grow significantly, positioning CoreWeave as a potential leader in AI cloud infrastructure despite current unprofitability [14]

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]

一、本周指数增强组合表现 沪深300指数增强组合本周超额收益-0.30%，本年超额收益7.76%。 中证500指数增强组合本周超额收益0.31%，本年超额收益9.34%。 中证1000指数增强组合本周超额收益0.39%，本年超额收益14.45%。 中证A500指数增强组合本周超额收益0.71%，本年超额收益9.03%。 二、本周选股因子表现跟踪 沪深300成分股中标准化预期外收入、特异度、单季EP等因子表现较好。 中证500成分股中标准化预期外盈利、特异度、SPTTM等因子表现较好。 中证1000成分股中DELTAROE、单季营利同比增速、DELTAROA等因子表 现较好。 中证A500指数成分股中特异度、预期EPTTM、单季营利同比增速等因子表 现较好。 公募基金重仓股中特异度、DELTAROE、DELTAROA等因子表现较好。 三、本周公募基金指数增强产品表现跟踪 沪深300指数增强产品本周超额收益最高0.87%，最低-0.57%，中位数 0.24%。 中证500指数增强产品本周超额收益最高0.90%，最低-0.68%，中位数 0.24%。 中证1000指数增强产品本周超额收益最高1.06%，最低-0.3 ...

2025年上半年，全球造船市场活跃度明显降温。据克拉克森于7月4日披露的新造船市场数据，今年1-6 月，全球新船订单总量为1938万修正总吨（647艘），较去年同期锐减54%。 尽管面临市场整体下行压力，但中国造船企业依然展现出强劲的韧性和竞争力。上半年，中国船企新接 订单量以52%的市场份额稳居世界第一。 值得注意的是，上半年，龙头船企们顺应船舶绿色智能化发展趋势，加紧实现产业升级，竞争力稳步提 升。 "上半年营业收入、利润总额、经营接单和完工交船等主要指标均高质量实现'双过半'。其中，经营承 接及利润总额超额完成年度目标。"7月10日，中船集团广船国际相关人士向《华夏时报》记者强调，面 对全球船东对大型化、绿色化船舶的迫切需求，广船国际已经形成了液货船、集装箱船、滚装船"三 大"主建船型和高端客滚船、半潜船、极地船"三特"批量特色船型的国际化品牌格局。 中国船企新接订单量市占率达52% 2024年，全球新造船订单量达2390艘，合6555万修正总吨，创下17年新高。但今年上半年，全球造船业 景气度开始明显回落。 克拉克森于7月4日披露的数据显示，1-6月，全球新船订单总量为1938万修正总吨（647艘）， ...

近日， 福建国航远洋运输（集团）股份有限公司发布公告称，将芜湖造船厂2艘89000载重吨级散货船 订单更改为甲醇双燃料船。 公告显示，2025年5月29日，国航远洋召开第八届董事会第九次会议，审议通过《关于拟签署重要合同 （89000载重吨双燃料新能源散货船补充协议）的议案》，为了更好地适应国际国内对于船舶相关环保 要求，国远慧强有限公司、国远智盈有限公司拟和芜湖造船厂签署补充协议，将两艘船（船体号 W23143、W23144）预留甲醇双燃料动力系统改为"甲醇双燃料系统实装"，每艘船增加的加账费用不超 过630万美元。 2025年7月4日，国远慧强有限公司、国远智盈有限公司分别和芜湖造船厂及国航远洋签署了"89000载重 吨级散货船建造合同之补充协议（四）"。根据补充协议，每家公司加账费用等合计623.22万美元，两 家公司共计1246.44万美元（约合人民币8943.58万元）。 该系列船全长229.00米，型宽36.00米，型深20.90米，载重吨88700吨，具有强大的运载能力。该船在绿 色低碳、技术创新与智能化发展的综合驱动下，搭载先进的甲醇系统与MAN主机甲醇系统，碳排放水 平达到国际公认的3级标准 ...

Group 1 - The Fourth China Quantitative Investment White Paper Seminar and Garden Party was held on July 12, with Liang Ju, the founder of Kuangbang Technology, attending and interpreting key data from the "China Quantitative Investment White Paper" [1] - AI costs have decreased significantly, allowing for "multi-round deep optimization" to be directly assigned to machines, which can autonomously adjust their workflows [3] - The example of the "CSI 1000 Index Enhancement" illustrates that AI can now autonomously manage the entire planning process, including data retrieval and code execution, significantly enhancing efficiency [3] Group 2 - The speed of implementation is rapid, with the first batch of GPT integrated into quantitative platforms in 2023, and a target of 30% AI-generated code set for 2024, which was easily achieved [4] - By 2025, the goal is to have 90% of code generated by AI, with some modules already achieving 99% AI output, leaving human involvement to minimal tasks [4] - The company has developed QO-one, a platform that integrates large models, data, computing power, and toolchains, enabling even beginners to complete a strategy in just 10 minutes [3]