格隆汇10月16日丨中船防务(00317.HK)公布，集团将于2025年10月30日(星期四)举行公司董事会会议， 以审议集团截至2025年9月30日止九个月未经审计的2025年第三季度报告及其他事宜(如有)。 ...

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，幷明確表示，概不對因本公告全部或任何部份內容而産生或因倚賴該等內 容而引致的任何損失承擔任何責任。 （在中華人民共和國註冊成立之股份有限公司） （H 股股票代碼：00317） 海外監管公告 本公司董事會及全體董事保證本公告內容不存在任何虛假記載、誤導性陳 述或者重大遺漏，並對其內容的真實性、準確性和完整性承擔法律責任。 此海外監管公告是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。以下為中船海洋與防務裝備股份有限公司於上海證券交易所網站 (www.sse.com.cn）所刊發之【中船防務 2025 年半年度權益分派實施公 告】。 承董事會命 中船海洋與防務裝備股份有限公司 公司秘書 李志東 证券代码：600685 证券简称：中船防务 公告编号：2025-044 中船海洋与防务装备股份有限公司 2025 年半年度权益分派实施公告 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、准确性和完整性承担法律责任。 重要内容提示： 每股分配比 ...

中船防务（600685）(00317)午后涨近6%，截至发稿，涨4.72%，报15.75港元，成交额8021.74万港元。 值得注意的是，10月10日，交通运输部发布《关于对美船舶收取船舶特别港务费的公告》，10月14日 起，对美船舶收取船舶特别港务费。申万宏源表示，中国对美反制，航运船舶再迎历史机会。后续重点 跟踪：如果美资参股中国制造的船舶豁免，中国造船订单有望爆发；中美和谈，美国301调查同步取 消，利好造船；中美和谈，中国采购美国油，运距拉长。 消息面上，交通运输部会同工信部等部门对我国航运业、造船业和相关产业链供应链安全和发展利益受 美301调查影响或可能影响情况，相关企业、组织或个人是否存在实施、协助、支持美国在航运业、造 船业及相关产业链供应链对我国采取歧视性限制措施的行为，及其他相关事项开展调查。 ...

Core Viewpoint - China Shipbuilding Industry is experiencing a positive market reaction, with China Shipbuilding Defense (00317) seeing a nearly 6% increase in stock price, attributed to government investigations into the impact of U.S. 301 investigations on the shipping and shipbuilding industries [1] Group 1: Market Reaction - China Shipbuilding Defense's stock rose by 4.72% to HKD 15.75, with a trading volume of HKD 80.2174 million [1] Group 2: Government Actions - The Ministry of Transport, in collaboration with the Ministry of Industry and Information Technology, is investigating the potential impacts of U.S. 301 investigations on China's shipping and shipbuilding industries, focusing on discriminatory measures against Chinese entities [1] - Starting from October 14, the Ministry of Transport announced a special port fee for U.S. vessels, indicating a retaliatory measure against U.S. actions [1] Group 3: Future Outlook - Shenwan Hongyuan suggests that China's countermeasures could present historical opportunities for the shipping industry, particularly if U.S. investments in Chinese shipbuilding are exempted, potentially leading to a surge in shipbuilding orders [1] - The potential for U.S.-China negotiations to lead to the cancellation of the 301 investigation could be beneficial for the shipbuilding sector, alongside the possibility of China purchasing U.S. oil, which would increase shipping distances [1]

Core Viewpoint - 中船防务 has shown a positive stock performance with a year-to-date increase of 17.48% and a recent trading volume indicating active investor interest [1][2] Financial Performance - For the first half of 2025, 中船防务 reported a revenue of 10.173 billion yuan, representing a year-on-year growth of 16.54% [2] - The net profit attributable to shareholders reached 526 million yuan, marking a significant increase of 258.46% compared to the previous period [2] Stock Market Activity - As of October 14, 中船防务's stock price was 27.76 yuan per share, with a market capitalization of 39.239 billion yuan [1] - The stock experienced a net inflow of 3.6948 million yuan from main funds, with large orders contributing significantly to the buying activity [1] Shareholder Information - As of June 30, 中船防务 had 78,400 shareholders, a decrease of 6.62% from the previous period [2] - The top ten circulating shareholders include several ETFs, with 富国中证军工龙头 ETF being the third largest shareholder, holding 7.8859 million shares [3]

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: 2025年9月30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: 2025年9月30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 | | | | | | | | | | 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 | | | | 本月底結存 | | | 592,071,197 | RMB | | 1 RMB | | 592,071,197 | | 2. 股份分類 | 普通股 | 股份類別 | ...

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: 2025年9月30日 狀態: 新提交 | 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 | | | | | | | | | | 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 | | | | 本月底結存 | | | 592,071,197 | RMB | | 1 RMB | | 592,071,197 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- ...

Core Viewpoint - The Hong Kong military industry stocks experienced a general rise on September 30, with notable increases in share prices for several companies [1] Group 1: Company Performance - AVIC Aircraft (02357.HK) saw a price increase of 4.58%, reaching HKD 4.34 [1] - China Shipbuilding Defense (00317.HK) rose by 3.38%, with shares priced at HKD 16.23 [1] - Mainland Aviation Technology Holdings (00232.HK) increased by 2.24%, trading at HKD 0.137 [1]

Core Viewpoint - The military stocks have generally risen, with notable increases in companies such as AVIC (4.58% increase), China Shipbuilding Defense (3.38% increase), and Continental Aerospace Technology (2.24% increase) [1] Group 1: Market Performance - AVIC (02357) rose by 4.58%, trading at 4.34 HKD [1] - China Shipbuilding Defense (600685) (00317) increased by 3.38%, trading at 16.23 HKD [1] - Continental Aerospace Technology (00232) saw a rise of 2.24%, trading at 0.137 HKD [1] Group 2: Industry Developments - Dongfang Securities' report highlights that three types of carrier-based aircraft have completed their first catapult takeoff and landing training, marking a milestone in China's naval strength [1] - The influence of weaponry and equipment is continuously expanding [1] Group 3: Strategic Insights - The U.S. Treasury Secretary indicated that engines may become a significant bargaining chip in Sino-U.S. negotiations, emphasizing the urgency for self-sufficiency in domestic large aircraft engines [1] - The military industry has stabilized in recent weeks, with a new phase of equipment construction expected to commence as the 14th Five-Year Plan approaches [1] - Focus on domestic demand recovery and military trade progress is essential for the second half of the year, highlighting the sector's investment value [1]

Core Viewpoint - Military stocks have generally risen, indicating a positive sentiment in the defense sector, driven by recent developments in naval capabilities and the urgency for domestic aircraft engine independence [1] Group 1: Stock Performance - Companies such as AVIC (02357) saw a rise of 4.58%, trading at HKD 4.34; China Shipbuilding Defense (00317) increased by 3.38%, trading at HKD 16.23; and Continental Aerospace Technology Holdings (00232) rose by 2.24%, trading at HKD 0.137 [1] Group 2: Industry Developments - A report from Dongfang Securities highlighted that three types of carrier-based aircraft have completed their first catapult takeoff and landing training, marking a milestone in China's naval strength and expanding the influence of military equipment [1] - The U.S. Treasury Secretary indicated that engines could become a significant bargaining chip in U.S.-China negotiations, emphasizing the urgent need for self-sufficiency in domestic aircraft engines [1] Group 3: Future Outlook - The military industry has stabilized in recent weeks, with the upcoming "14th Five-Year Plan" signaling the start of a new phase in equipment construction, focusing on domestic demand and military trade [1] - The second half of the year will require attention to the upward trend in domestic demand and positive developments in military trade, highlighting the sector's investment value [1]