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China, Indonesia to hold exercise east of Taiwan island in mid-August, first such drill carries ‘great significance’_我的网站

A |     　　苹果折叠屏即将面市。　　300097，“20cm”涨停　　今日（8月25日），A股主要指数缩量震荡，上证指数收盘上涨0.19%，科创50指数收盘上涨0.14%。个股涨多跌少，收盘逾4000股上涨，智云股份（300097）、石头科技、透景生命等个股“20cm”涨停。    

    China's naval ship Honghe Photo: China's Ministry of National DefenseChina's Ministry of National Defense said on Tuesday that Chinese and Indonesian naval vessels will conduct a navigation exercise in waters east of Taiwan island in mid-August. It will be the first time the Chinese and a foreign navy have conducted an exercise in the waters, as a Chinese military affairs expert told the Global Times on Tuesday that the exercise carries great significance, demonstrating China's sovereign rights and jurisdiction over the exclusive economic zone east of Taiwan island.
In mid-August, China's naval ship Honghe will conduct a navigation exercise with an Indonesian Navy ship east of Taiwan island. The drill will focus on subjects including communication drills and underway replenishment. It aims to boost the two navies' capacity for joint operations, deepen practical bilateral cooperation and jointly safeguard regional peace and stability, according to China's Ministry of National Defense on Tuesday.
China and Indonesia have held joint exercises on several occasions. From late November to early December, the two countries held a joint humanitarian assistance and disaster relief exercise, involving forces from the Chinese and Indonesian armed forces' land, naval and air services.
The upcoming exercise by the Chinese and Indonesian navies in waters east of Taiwan Island will be the first naval exercise between China and a foreign country in those waters, making it "highly significant," military affairs expert Zhang Junshe told the Global Times on Tuesday.
Zhang said the move is intended to clearly convey China's position to the outside world: "China has sovereign rights and jurisdiction over the exclusive economic zone east of Taiwan Island."
"Inviting foreign naval vessels to conduct training in waters under China's own jurisdiction is normal and reasonable. The act also demonstrates that China has sovereign rights and jurisdiction over these waters. The relevant scope of China's sovereignty and maritime rights and interests includes the territorial waters east of Taiwan island, as well as the exclusive economic zone and continental shelf," Zhang said.
Previously, the PLA Eastern Theater Command conducted joint exercises codenamed "Justice Mission 2025" in the Taiwan Straits, and in waters to the north, southwest, southeast, and east of the island. The exercises highlight the PLA's sacred mission to firmly safeguard national sovereignty and territorial integrity, protect the fundamental interests, security and well-being of the 1.4 billion Chinese people, including Taiwan compatriots, oppose "Taiwan independence" separatist forces, and oppose interference by external forces.
Since June this year, China Coast Guard vessels have conducted regular law-enforcement patrols in waters east of Taiwan island, with the aim of exercising jurisdiction in accordance with the law and safeguarding China's territorial sovereignty and maritime rights and interests. 
These actions were necessary in response to the unilateral decision by Japan and the Philippines to announce the launch of boundary negotiations concerning waters east of Taiwan island, which seriously infringes upon China's territorial sovereignty and maritime rights and interests.
Zhang said the joint naval exercise by China and Indonesia in these waters will further expand China's "toolbox" for safeguarding national sovereignty and maritime rights and interests. "It fully demonstrates that China has both the capability and firm resolve to uphold its maritime rights and interests through routine practical maritime actions, and to demonstrate its sovereign rights and jurisdiction in relevant waters east of Taiwan island." 
This will be the second instance of maritime cooperation between China and Indonesia this month and another example of the increasingly substantive military-to-military relationship between the two countries. 
A Chinese PLA Navy's task group, comprising the training ship Qijiguang (Hull 83) and amphibious dock landing ship Kunlunshan (Hull 998), which is carrying out the far seas internship training and visit mission, arrived at Tanjung Perak Port in Surabaya, Indonesia, on August 2, for a four-day goodwill visit, according to China Military Online.
"In recent years, the navies of China and Indonesia have continuously expanded cooperation including joint drills and reciprocal ship visits, advancing bilateral military to military ties in breadth and depth," Jiang Bin, a spokesperson for the Ministry of National Defense, stated at the regular press conference on July 30.
Zhang said the series of maritime exchanges between China and Indonesia not only represents a concrete implementation of the consensus on building a China-Indonesia community with a shared future, but also further strengthens strategic mutual trust between the two militaries.
Such cooperation, he said, will help enhance the two sides' ability to jointly respond to maritime risks and challenges, inject positive momentum into maintaining order in surrounding waters and promoting regional maritime security and stability, and set a useful example for equal and mutually beneficial maritime defense exchanges among countries in the region.
。　　3只“20cm”涨停股催化因素各有不同。其中，石头科技主要是受到半年报业绩向好影响，公司上半年营收同比增长近28%，归母净利润同比增长近46%。

B | 智云股份大涨或许与题材概念有关，同花顺解读公司异动原因包括“OLED设备+折叠屏+股权激励+股权转让”等。　　利好来了　　从折叠屏概念来看，今日有不少个股股价明显异动。具体来看，恒铭达涨停，星星科技、强瑞技术、奥克股份、福日电子等个股收盘均涨超5%。　　折叠屏产业也传来利好消息。苹果首款折叠屏手机预计将于2026年9月9日正式发布，暂定名iPhone Fold或iPhone Ultra，国行起售价约14999元。目前该机型已进入量产阶段，首年备货目标约1000万台。　　根据IDC数据，2025年全球折叠机出货量约为2060万台，2026年随着苹果的入局将迎来近30%的同比增长，达到约2672万台；根据Counterpoint数据，苹果推出折叠机的首年有望占据约25%的市场份额。财通证券认为全球折叠机市场正处于迈向主流普及的关键拐点，iPhone Ultra凭借品牌势能与生态优势，有望快速激活高端用户群体，推动折叠机赛道进入加速增长期。

C | 　　这些折叠屏概念股业绩有望高增长　　部分公司也提到了苹果折叠屏手机上市的影响。

D | 　　蓝思科技近日在电话会议上表示，今年下半年开始，主营业务方面在大客户今年的折叠机项目上，公司供应UTG玻璃、CPI膜、UTG玻璃支撑板、3D玻璃盖板等，上述产品加工难度大，价值量大幅提升，公司成为折叠机型相比直板机型结构件增量的最大受益者。

E | 公司强大的全球交付能力和量产能力确保公司市场份额，公司将显著受益新机型的发布。

F | 展望明年，大客户折叠屏全面放量，公司长期深度研发的钛框和3D打印、3D玻璃在高端机型全面采用，为公司未来几年提供显著业绩贡献。　　财通证券研报则提到，北美大客户折叠屏放量在即，领益智造有望深度受益：公司深度参与大客户首款折叠屏多个高价值环节，预计单机ASP将显著高于传统直板机，有望成为未来两年消费电子主业最强增量来源之一。且公司已在北美大客户高端VC散热项目取得突破，2027年VC相关ASP有望进一步提升至3倍以上，进入折叠屏+散热升级+ASP上行的新阶段。　　据证券时报·数据宝统计，A股市场上合计有16只折叠屏概念股评级机构数在1家及以上且机构一致预测今明两年净利润增速均超20%。其中，东材科技、深天马A、弘信电子等个股机构一致预测今明两年净利润增速均超50%；鼎龙股份、京东方A、TCL科技等个股机构一致预测今明两年净利润增速均超30%。（文章来源：数据宝）。

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Published on:02:27:38