记 者丨 谭 咏 编 辑丨张 星 重吨,同比增长11.4%,占全球市场总量的 56.1%。在全球航运市场周期性波动、新船订单增 速放缓的背景下,中国造船完工量仍实现11%增 长,这说明中国船企的订单执行、生产效率和供应 链管理能力强,能有效应对外部不确定性。 新接订单量10782万载重吨,占全球市场总量 的69%。也就是说,2025年全球近7成的新船需求 都流向了中国的船厂。 截至12月末,手持订单量27442万载重吨,同 比增长31.5%,占全球市场总量的66.8%,手持订 单量再创历史新高。 中国不仅是全球最大造船国,更是全球船东最 大供应商。中国船舶工业行业协会最新数据显示, 2025年1~12月，出口船舶占全国造船完工量、新 接订单量、手持订单量的比重为89.3%、88.2%和 92.4%。这组数据证明中国造船在技术、质量、交 付周期以及成本等方面受到国际船东的广泛认可。 2025年我国造船业 指标领跑全球 (单位:万载重吨) 占世界总量比重 27442 10782 5369 造船完工量 新接订单量 手持订单量 (截至12月底) 56.1% 69.0% 66.8% 数据来源:工信部 2025年 我国船 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中船海洋與防務裝備股份有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00317 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 592,071,197 | RMB | | 1 RMB | | 592,071,197 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 592,071,197 | RMB | | 1 RMB | | 592,071,197 | | 2. 股份分類 | 普通股 | 股份 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中船海洋與防務裝備股份有限公司 呈交日期: 2026年2月3日 FF301 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00317 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 592,071,197 | RMB | | 1 RMB | | 592,071,197 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 592,071,197 | RMB | | 1 RMB | | 592,071,197 | | 2. 股份分類 | 普通股 | 股份 ...

证券之星消息，1月29日航海装备板块较上一交易日下跌0.65%，中船防务领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。航海装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300065 | 海兰信 | 24.00 | 4.12% | 106.44万 | 25.56 Z | | 600150 | 中国船舶 | 34.57 | -0.35% | 99.66万 | 34.18 Z | | 300810 | 中利海讯 | 41.00 | -0.73% | 4.44万 | 1.84亿 | | 300589 | 江龙船艇 | 17.98 | -0.77% | 21.21万 | 3.81亿 | | 300600 | 園瑞科技 | 14.11 | -1.67% | 4.86万 | 6889.93万 | | 601890 | 亚是锚链 | 10.63 | -1.94% | 29.22万 | 3.12亿 | | 300008 | 天海 ...

Investment Highlights - The report emphasizes the growth potential driven by AI and the reversal of the anti-involution cycle in the manufacturing sector [1] - Key companies highlighted include Yokogawa Precision, Zhejiang Rongtai, Shanghai Yanpu, and SANY Heavy Industry among others [2][3] Industry Performance - The report notes significant performance in various sectors, with the best-performing indices being the construction materials sector (+9.23%), oil and petrochemicals (+7.71%), and steel (+7.31%) for the week ending January 23, 2026 [5][23] - In the manufacturing sector, the top indices were the photovoltaic concept index (+9.33%), aerospace and military theme index (+7.65%), and new energy concept index (+7.44%) [5][24] Key Industry Trends - The report discusses the rapid rise of space photovoltaic technology and the integration of the nuclear fusion industry in the U.S., highlighting technological breakthroughs and increased international cooperation [4][6][9] - The EDA (Electronic Design Automation) industry is noted for its consolidation and the potential for domestic breakthroughs, driven by government support and strategic acquisitions [11][12][14] Company-Specific Insights - China Shipbuilding Industry Company is expected to benefit from asset integration within the group, improving competitive dynamics and operational efficiency [15][16] - The report forecasts significant profit growth for key companies, with expected net profits for 2025-2027 showing substantial increases, particularly for companies like China Shipbuilding [17][21] Investment Recommendations - The report suggests focusing on core positions and flexible targets within the EDA sector, as domestic companies are positioned for significant growth due to increased policy support and market demand [11][17] - Specific companies to watch include Huada Jiutian, Gelun Electronics, and Guangli Micro [17]

证券之星消息，1月22日航海装备板块较上一交易日上涨3.04%，中船防务领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。航海装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600685 | 中腊防务 | 34.01 | 7.49% | 51.88万 | 17.40 Z | | 300008 | 天海防务 | 66'8 | 6.14% | 281.53万 | 25.33 乙 | | 300065 | 海兰信 | 23.66 | 5.86% | 122.12万 | 28.74亿 | | 300589 | 江龙船艇 | 19.62 | 5.20% | - 43.63万 | 8.52亿 | | 300810 | 中科海讯 | 41.56 | 4.11% | 6.23万 | 2.57亿 | | 601890 | 亚星锚链 | 11.11 | 3.35% | 69.97万 | 7.73亿 | | 600764 | 中国海防 | ...

浙商证券研报指出，中船防务2025年报业绩预告符合预期，预计2025年归母净利润同比增长 150%-197%。周期景气上行，多船型下单需求上行，船厂盈利能力改善。需求端换船周期、环保政策驱 动，油轮和散货船新单接力，供给端船厂扩产有限，船价有望创新高。公司是中国船舶集团旗下唯 一"A+H"平台，在集团解决同业竞争方面有望受益。控股公司黄埔文冲与参股公司广船国际为核心造船 企业，在手订单饱满。根据克拉克森数据库，截止2026-1-21，手持订单673万载重吨、338CGT，在手 订单饱满。维持"买入"评级。 ...

Group 1 - The Hang Seng Index fell by 0.1%, down 26 points, closing at 26,559 points, while the Hang Seng Tech Index decreased by 0.4% [1] - Baidu Group (09888) led blue-chip stocks with a 4% increase following the official release of its Wenxin large model version 5.0 [1] - Tianzuo Zhixin (09903) surged over 14%, reaching a new high since its listing, with plans to release a roadmap for its next three generations of GPGPU products on January 26 [1] - Minshi Group (00425) rose over 10%, benefiting from the increase in European electric vehicle production and actively entering humanoid robots and liquid cooling sectors [1] - Junda Co., Ltd. (02865) increased by over 14%, planning to raise funds through a share placement for the development of space photovoltaic battery products [1] - Yingshi Intelligent (03696) rose over 5%, achieving a new peak as its AI-enabled tumor drug development capabilities received further recognition [1] Group 2 - Jiantao Group's stock (01888) rose over 2%, with Goldman Sachs optimistic about the Chinese PCB and CCL industries [2] - Pacific Shipping (02343) increased by over 7%, reaching a new high as the BDI index climbed to a two-week high [3] - China Shipbuilding Defense (00317) rose over 3%, with its 2025 performance forecast meeting market expectations, likely benefiting from the integration of shipbuilding assets [4] - CNOOC Services (02883) increased by over 4%, converting $746 million in debt to equity to enhance its oil and gas business in Norway [5] - Kingsray Biotechnology (01548) fell over 6%, following a significant drop of over 11% in its joint venture Legend Biotech's stock price [6] - Nanshan Aluminum International (02610) dropped over 8% due to a 6.4% discount on a rights issue, raising net proceeds of HKD 1.99 billion [7] - New stock Longqi Technology (09611) debuted with a price of HKD 32.5, up 4.84% on its first day of trading [8]

该行续指，当前船厂运载已近饱和，但活跃船厂数量及交付量相较上一轮周期显著下降，供需紧张或推 动船价持续走高。由于供给收缩、扩产困难，叠加换船周期、环保政策，供需紧张有望驱动船价持续创 新高，船舶周期有望震荡上行。 浙商证券发布研报称，中船防务2025年报业绩预告符合预期，公司预计2025年归母净利润同比增长 150%-197%预计2025年实现归母净利润9.4亿元至11.2亿元，同比增长149.61%-196.88%；扣非归母净利 润8.5亿元至10.2亿元，同比增加153.27%-203.93%。该行认为，中船集团旗下总装资产整合有望进一步 加强内部协同，提升规模效应和加强精益化管理。公司是中国船舶集团旗下唯一"A+H"平台，在集团解 决同业竞争方面有望受益。 智通财经APP获悉，中船防务(00317)涨超5%，截至发稿，涨5.24%，报15.65港元，成交额5728.23万港 元。 ...

浙商证券（601878）发布研报称，中船防务2025年报业绩预告符合预期，公司预计2025年归母净利润同 比增长150%-197%预计2025年实现归母净利润9.4亿元至11.2亿元，同比增长149.61%-196.88%；扣非归 母净利润8.5亿元至10.2亿元，同比增加153.27%-203.93%。该行认为，中船集团旗下总装资产整合有望 进一步加强内部协同，提升规模效应和加强精益化管理。公司是中国船舶集团旗下唯一"A+H"平台，在 集团解决同业竞争方面有望受益。 该行续指，当前船厂运载已近饱和，但活跃船厂数量及交付量相较上一轮周期显著下降，供需紧张或推 动船价持续走高。由于供给收缩、扩产困难，叠加换船周期、环保政策，供需紧张有望驱动船价持续创 新高，船舶周期有望震荡上行。 中船防务（600685）(00317)涨超5%，截至发稿，涨5.24%，报15.65港元，成交额5728.23万港元。 ...