Market Review - The A-share market rose by 1.22% during the week of June 30 to July 4, with strong performance in the glass and innovative drug sectors [2] - The average daily trading volume for the A-share market was 1.4384 trillion yuan, a decrease of 45 billion yuan from the previous week, indicating high market activity [2] - The average number of rising stocks decreased to 2,610, down by 1,012 from the previous week, reflecting a weakening profit effect [2] High Prosperity Sectors Outlook for Q2 2025 - High-growth potential sectors identified for Q2 2025 include optical modules, diesel generators, innovative drugs, and deep-sea technology [2] - The optical module sector is expected to maintain high growth due to increased data transmission rate requirements [29] - The diesel generator market is anticipated to see a rise in both volume and price as AIDC construction accelerates [37] - The innovative drug sector is benefiting from BD transactions and supportive policies, which are expected to enhance growth opportunities [39] - Deep-sea technology is showing high prosperity trends supported by policy initiatives [43] Key Themes - The "anti-involution" policy aims to promote the orderly exit of backward production capacity, facilitating high-quality industry development [3][47] - Deep-sea technology is positioned as a critical pillar of the marine economy, driving economic acceleration [3][54] - The global regulatory framework for stablecoins is rapidly taking shape, providing new opportunities for the internationalization of the renminbi [3][50] Policy Dynamics - The central bank is enhancing financial support for the real economy, with a focus on emerging industries and technology standards [4] - Recent policies emphasize the importance of high-quality development in the marine economy and the establishment of a unified national market [4][59] Industry Trends - The artificial intelligence sector is advancing with initiatives like the global multi-center plan for AI pathology models [5] - The TMT sector is seeing the introduction of the first national 6G industry policy in Beijing [5] - The biopharmaceutical sector is experiencing growth with increased clinical trials and innovations in brain-machine interfaces [5] - The deep-sea economy is being reinforced by the establishment of leadership groups to enhance industry coordination [5] - The high-end manufacturing sector is benefiting from the lifting of EDA export restrictions to China [5]

【文/观察者网 刘程辉】美国港口运营商正敦促特朗普政府，推迟对中国产起重机征收新关税的计划。 据《华尔街日报》7月9日报道，美国港口运营商警告称，如果特朗普政府执意推进新关税，关键港口设 备升级的成本将飙升数千万美元。 目前美国港口使用的岸桥起重机80%由中国制造。美国港口及运营码头的私人公司表示，中国起重机之 所以受欢迎，是因为供应充足且价格低廉，关税只会惩罚那些在关税被提出前就已订购起重机的港口， 并且没有考虑到非中国制造起重机的供应短缺，而要在美国建立起足够的生产能力，大约需要十年之 久。 作为抗衡中国在海运产业主导地位的更广泛举措之一，特朗普政府拟对中国制造的起重机及其他货物装 卸设备征收新关税。航运业人士表示，这一关税将叠加在拜登政府时期已实施的25%中国起重机关税之 上，此外特朗普的贸易团队还在考虑其他针对中国的关税。 港口和码头运营公司担忧，这些关税将使那些早在新政策提出前就已下单订购起重机的港口承担额外成 本，而且也未考虑到中国以外制造商的严重短缺。 报道提到，美国港口使用的岸桥起重机有80%是中国振华重工（ZPMC）生产的，这一份额远远超过芬 兰的Konecranes和德国的利勃海尔（Lie ...

Group 1 - The core index of the China Securities Intelligent Selection Shipbuilding Industry Index decreased by 1.11%, closing at 1364.1 points with a trading volume of 15.999 billion [1] - Over the past month, the index has increased by 8.15%, 17.14% over the past three months, and 7.60% year-to-date [1] - The index includes 40 representative listed companies involved in ship materials, ship supporting, ship manufacturing, and shipping, reflecting the overall performance of the shipbuilding industry [1] Group 2 - The top ten weighted companies in the index are China Shipbuilding (14.81%), China Power (14.66%), China Heavy Industry (14.4%), China Ship Technology (6.66%), China Ship Defense (6.3%), Tianhai Defense (5.5%), China Marine Defense (5.42%), Zhenhua Heavy Industry (5.21%), Yaxing Anchor Chain (3.85%), and Weichai Heavy Machinery (3.39%) [1] - The index's holdings are primarily listed on the Shanghai Stock Exchange (81.63%) and the Shenzhen Stock Exchange (18.37%) [1] - The industry composition of the index holdings shows that industrial companies account for 93.98%, raw materials for 3.78%, and information technology for 2.24% [1] Group 3 - The index sample is adjusted every six months, with adjustments occurring on the next trading day after the second Friday of June and December [2] - The number of samples adjusted at each time generally does not exceed 20% [2] - Weight factors are adjusted along with sample changes, and special circumstances may lead to temporary adjustments [2]

Group 1 - The core viewpoint of the articles highlights the significant surge in marine economy concept stocks, driven by favorable policies and market optimism, with the overall sector increasing by over 6% [2][3][4] - The Central Financial Committee's sixth meeting emphasized the need to strengthen and expand the marine industry, promoting offshore wind power, modern deep-sea fishing, marine biomedicine, and high-quality development of the shipping industry [2][3][4] - Predictions indicate that by 2025, China's marine production value will exceed 13 trillion yuan, with the deep-sea market expected to reach 3.25 trillion yuan, representing over 25% of the marine economy [4][5] Group 2 - Recent government reports and local policies from regions like Guangdong, Shanghai, and Shandong have focused on developing the marine economy, including modern marine ranching and emerging industries such as marine renewable energy and marine biomedicine [3][4] - The OECD forecasts that by 2030, the economic value of the ocean will surpass 3 trillion USD, equivalent to the fifth-largest economy globally, indicating vast growth potential in the marine economy [4] - The deep-sea economy is anticipated to benefit from upcoming policies promoting deep-sea oil and gas development, which could enhance market interest in related companies [5]

Group 1 - The core viewpoint emphasizes the need for enhanced top-level design and increased policy support to catalyze the marine economy sector, with significant stock price increases observed in related companies [1][2] - The marine economy in China is projected to exceed 10 trillion yuan for the first time in 2024, reaching 10,543.8 billion yuan, representing a 5.9% increase from the previous year and accounting for 7.8% of the national GDP [3][5] - Recent policies have been frequently issued in the marine economy sector, with various provinces implementing measures to promote marine new energy, marine equipment, and marine biomedicine [4][5] Group 2 - The marine economy is characterized by a focus on deep-sea infrastructure and resource development, with key areas including shipbuilding, underwater robotics, and oil and gas extraction [2][5] - The marine economy is divided into deep-sea technology and marine consumption, with deep-sea technology encompassing advanced techniques for exploring and utilizing deep-sea resources [6] - The focus on high-end equipment manufacturing in the marine economy includes shipbuilding capabilities for LNG carriers and research vessels, as well as marine engineering equipment for deep-sea aquaculture and wind power installation [6][8]

Group 1 - The marine engineering equipment sector has experienced a surge, with notable stocks such as Klete rising over 27% and several others reaching their daily limit up [1][2] - The significant price increases in stocks like Deepwater Haina and Daye Intelligent, both hitting the 20% limit up, indicate strong market interest and potential investment opportunities [1][2] - The overall market capitalization of these companies reflects their growing importance in the marine economy, with Klete's market cap at 4.066 billion and Deepwater Haina at 3.84 billion [2] Group 2 - The Central Financial Committee emphasized the need for high-quality development of the marine economy, focusing on innovation, efficient collaboration, and industrial upgrades [3][4] - There is a push for increased policy support and social capital involvement in the marine economy, highlighting the strategic importance of marine technology and the development of leading enterprises [4][5] - The meeting underscored the importance of marine ecological protection and the need for comprehensive management of key marine areas, which could impact future investments in marine-related sectors [5][6] Group 3 - The deep-sea economy is anticipated to experience a "second wave" of growth, following a previous surge in March, driven by supportive policies and market interest [8][11] - Historical performance shows significant gains in deep-sea technology stocks, with Klete and others experiencing substantial increases, indicating a potential for future profitability [8][11] - Analysts suggest that deep-sea technology, still in its early commercialization phase, may follow a trajectory similar to that of the low-altitude economy, leading to further market opportunities [11][12]

| 回购方案首次披露日 | 2025/4/28 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 年 月 2025 28 | 5 | 月 | 日~2026 | 5 | 27 | 日 | | 预计回购金额 | 5,000万元~10,000万元 | | | | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 | | | | | | | | | □用于转换公司可转债 | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | 累计已回购股数 | 0股 | | | | | | | | 累计已回购股数占总股本比例 | 0% | | | | | | | | 累计已回购金额 | 0元 | | | | | | | | 实际回购价格区间 | 0元/股~0元/股 | | | | | | | 一、回购股份的基本情况 上海振华重工（集团）股份有限公司（以下简称振华重工或公司）为加强市 值管理工作，分别于 2025 年 4 月 27 日、2025 年 5 月 28 ...

上海振华重工（集团）股份有限公司 2025 年度"提质增效重回报"行动方案 为深入贯彻中央经济工作会议和中央金融工作会议精神， 落实国务院《关于加强监管防范风险推动资本市场高质量发展 的若干意见》《关于进一步提高上市公司质量的意见》、中国证 券监督管理委员会《上市公司监管指引第 10 号——市值管理》 等相关要求，响应上海证券交易所《关于开展沪市公司"提质 增效重回报"专项行动的倡议》（以下简称《行动倡议》），践行 以"投资者为中心"的发展理念，进一步提高上市公司质量， 保护投资者利益，树立良好的资本市场形象，上海振华重工（集 团）股份有限公司（以下简称振华重工或公司）以努力实现公 司高质量发展、股东价值最大化、助力资本市场高质量发展为 目标，制定了《振华重工 2025 年度"提质增效重回报"行动方 案》，具体举措如下： 一、聚焦战略导航，进一步推进高质量发展的系统升维 坚持产业报国，细化落实公司"123456"发展思路，进一 步强化战略谋划和执行，高质量完成公司"十四五"奋斗目标， 努力实现"十五五"高起点开局。 （一）强化战略管理 充分发挥公司战略研究院作用，搭建公司智库，完善战略 规划、分解实施、战略评 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600320 证券简称：振华重工 公告编号：临2025-028 900947 振华B股 上海振华重工（集团）股份有限公司关于以集中竞价交易方式回购公司部分A股股票的回购报告书 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 ● 回购股份用途：本次回购股份用于注销并减少公司注册资本。 ● 回购股份价格：回购价格不高于公司董事会审议通过回购决议前30个交易日公司股票交易均价的 150%，即不超过人民币6.93元/股(含)。 ● 回购股份方式：通过上海证券交易所交易系统以集中竞价交易方式进行股份回购。 ● 回购股份期限：自公司股东大会审议通过回购股份方案之日起不超过12个月。 ● 相关股东是否存在减持计划：截至审议本次回购股份的公司董事会决议日，公司董事、监事、高级管 理人员、控股股东、持股5%以上的股东未来3个月、未来6个月暂无减持计划。 ● 相关风险提示：1、本次回购股份存在回购期限内公司股票价格持续超出回购方案价格上限，导致回 购方案无法实施或只能部分实施的风险。 ...

关于以集中竞价交易方式回购公司部分 A 股股票 的回购报告书 证券代码：600320 证券简称：振华重工 公告编号：临 2025-028 900947 |振华 B 股 上海振华重工（集团）股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ●回购股份的种类：上海振华重工（集团）股份有限公司（以下简称公司） 已发行的人民币普通股（A 股）股票。 ● 回购股份金额：本次回购的资金总额不低于人民币 5,000 万元（含）且不 超过人民币 10,000 万元（含），具体回购资金总额以回购完毕或回购期满时实际 回购股份使用的资金总额为准。 ● 回购股份资金来源：公司自有资金或自筹资金。 ● 回购股份用途：本次回购股份用于注销并减少公司注册资本。 ● 回购股份价格：回购价格不高于公司董事会审议通过回购决议前 30 个交 易日公司股票交易均价的 150%，即不超过人民币 6.93 元/股(含)。 ● 回购股份方式：通过上海证券交易所交易系统以集中竞价交易方式进行股 份回购。 ● 回购股份期限：自公司股东大会审议 ...