浙商证券指出，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。 消息面上，中船防务发布公告，2026年2月4日，公司控股子公司中船黄埔文冲船舶有限公司与 EVERGREEN MARINE(ASIA) PTE. LTD.签订16艘支线集装箱船建造合同，合同交易总金额约为7.36亿 美元至8.96亿美元之间。 智通财经APP获悉，中船防务(00317)涨近3%，截至发稿，涨1.91%，报14.97港元，成交额342.15万港 元。 ...

Group 1 - China Shipbuilding Defense (中船防务) shares rose nearly 3%, currently up 1.91% at HKD 14.97, with a trading volume of HKD 3.4215 million [1] - The company announced a contract with EVERGREEN MARINE (ASIA) PTE. LTD. for the construction of 16 feeder container ships, with a total contract value ranging from approximately USD 736 million to USD 896 million [1] - According to Zheshang Securities, the shipyard capacity is nearing saturation, but the number of active shipyards and delivery volumes have significantly decreased compared to the previous cycle, leading to a tight supply-demand situation that may drive ship prices higher [1] Group 2 - The tightening supply, difficulties in expansion, along with the ship replacement cycle and environmental policies, are expected to sustain high ship prices, indicating a potential upward trend in the shipbuilding cycle [1]

国机重装：2025年度净利润同比增长10.89% 利亚德：拟不超1亿元投资产业基金，后者将定向投资商业航天（核心股）领域的非上市公司 【经营合作】 【增持回购】 长安汽车：拟以10亿元-20亿元回购公司股份 【业绩】 【重要事项】 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 盛新锂能：全资子公司盛屯锂业拟12.6亿元收购惠绒矿业13.93%股权 广东建工：联合体中标15.24亿元年产2GWh三维固态锂电池（核心股）智能制造生产基地项目 中船防务：签订16艘支线集装箱船建造合同，金额7.36亿美元至8.96亿美元 中文在线：拟与腾讯计算机就动画微短剧授权合作事宜达成合作 东华科技：与青海东台吉乃尔锂资源股份有限公司签订战略合作框架协议 上海医药（核心股）：拟不低于10.23亿元公开挂牌转让中美施贵宝30%股权 中船防务：签订16艘支线集装箱船建造合同 金额7.36亿美元至8.96亿美元 银邦股份：收到Holtec公司约2.8亿元销售订单 斯莱克：控股子公司获韩国电池客户项目定点 惠博普：签订约15.96亿元Naft Khana油田复产项目合同 北新路桥：联合体中标11.45亿元工程项目 康恩贝 ...

证券日报网讯 2月4日，中船防务发布公告称，公司控股子公司中船黄埔文冲船舶有限公司与 EVERGREENMARINE（ASIA）PTE.LTD.签订16艘支线集装箱船建造合同，合同交易总金额7.36亿美 元至8.96亿美元之间。上述日常经营合同无需经本公司董事会、股东会审议。 （文章来源：证券日报） ...

Core Viewpoint - China Shipbuilding Defense (中船防务) announced a contract for the construction of 16 feeder container ships with EVERGREEN MARINE (ASIA) PTE. LTD, with a total transaction value estimated between 736 million to 896 million USD [1] Group 1 - The contract was signed by the company's subsidiary, China Shipbuilding Huangpu Wenchong Shipbuilding Co., Ltd [1] - The deal is expected to enhance the company's order book and revenue stream in the coming years [1] - The construction of these vessels aligns with the growing demand for container shipping in the global market [1]

Group 1 - The company, China Shipbuilding Defense (00317), announced a contract for the construction of 16 feeder container ships with EVERGREEN MARINE (ASIA) PTE. LTD. [1] - The total transaction amount for the contract is approximately between $736 million and $896 million. [1]

格隆汇2月4日丨中船防务(00317.HK)公告，中船海洋与防务装备股份有限公司控股子公司中船黄埔文冲 船舶有限公司与EVERGREEN MARINE(ASIA)PTE.LTD.签订的16艘支线集装箱船建造合同，合同交易 总金额约为7.36亿美元至8.96亿美元之间。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 本合同為中船海洋與防務裝備股份有限公司（以下簡稱「公司」或「本公司」）控股子公 司中船黃埔文沖船舶有限公司與EVERGREEN MARINE (ASIA) PTE. LTD.簽訂的16 艘支線集裝箱船建造合同，合同交易總金額約為7.36億美元至8.96億美元之間。 • 合同履行期限 H 00317 海外監管公告 關於控股子公司簽訂日常經營重大合同的公告 此公告是中船海洋與防務裝備股份有限公司（以下簡稱「公司」或「本公司」）根據香港聯合 交易所有限公司證券上市規則第13.10B條發出。 重要內容提示： • 合同類型及金額 自合同簽約生效至船舶交付。 • 對上市公司當期業績的影響 合同的履行預計將對公司現金流及後續經營業績產生積極影響。本合同對公司業務 獨立性無重大影響，公司主營業務不會因履行合同而對合同對方形成重大依賴。 一、審議程序情況 上述日常經營合同無需經本公司董事會、股東會審議。 - 1 - 二、 ...

Group 1 - Changan Automobile plans to repurchase company shares with an investment of 1 billion to 2 billion RMB, with a repurchase price cap not exceeding 150% of the average trading price over the last 30 trading days before the board's approval [1] - Zhonggu Logistics intends to invest up to 1.16 billion RMB to construct two 6000 TEU container ships, aiming to enhance its competitive edge in container transportation [2] - Huibo Pu signed a contract worth 225 million USD (approximately 1.596 billion RMB) with NK Petroleum Company for the Naft Khana oilfield rehabilitation project, expected to positively impact the company's performance in 2026-2027 [3] Group 2 - ZTE Technology clarified that it is not involved in space photovoltaic business despite media reports, focusing instead on HJT solar cell products for ground applications [4] - ZTO Express forecasts its revenue for 2025 to be between 48.5 billion and 50 billion RMB, representing a growth of approximately 9.5% to 12.9% from 2024, driven by an increase in package volume [5] - Tiantong Co. announced it does not produce commercial satellites or optical module products, maintaining its focus on electronic materials and high-end specialized equipment [6] Group 3 - Guangdong Construction won a bid for a 1.524 billion RMB project to build a 2GWh three-dimensional solid-state lithium battery manufacturing base [7] - Jing Sheng Electric stated that the application scenarios for "space photovoltaic" are still in the exploratory phase, with significant uncertainties in the industrialization process [8][9] - Shuangliang Energy confirmed it has not engaged in space photovoltaic-related business, with its current products focused on polysilicon reduction furnace systems and high-efficiency solar modules [10] Group 4 - Vision China’s wholly-owned subsidiary plans to invest 1.7 million USD to subscribe for 56.67% of a fund managed by Wonderland International Asset Management, focusing on cutting-edge AI technologies [11] - Jinjing Technology noted that the TCO glass market is still relatively small, with minimal impact on its revenue from TCO glass sales expected in 2025 [12] - HeSteel Resources announced that its South African subsidiary has suspended underground mining due to severe flooding, which is expected to adversely affect the company's annual production and sales plan [13]

中船防务（600685）(600685.SH)发布公告，公司控股子公司中船黄埔文冲船舶有限公司与 EVERGREEN MARINE(ASIA)PTE.LTD.签订16艘支线集装箱船建造合同，合同交易总金额7.36亿美元 至8.96亿美元之间。上述合同为公司日常经营销售合同，合同的履行预计将对公司现金流及后续经营业 绩产生积极影响。 ...