近日，中船九院位于深圳市的 4 套房产（深圳市滨河路滨河新村东区 18 栋 101、104、203、403 室）通过公开挂牌转让方式征得 4 名自然人成为受让方， 深圳市滨河路滨河新村东区 18 栋 101 室、104 室、203 室、403 室的成交价格分 别为 3,870,860.00 元、3,870,860.00 元、3,333,790.00 元、3,434,579.00 元，4 套房 产成交价格合计 14,510,089.00 元。中船九院将分别与 4 名自然人签署《交易合 同》并推进后续有关事宜。其他剩余房产将继续委托产权交易所挂牌转让，公司 将根据相关进展情况及时履行信息披露义务，敬请广大投资者注意投资风险。 证券代码：600072 证券简称：中船科技 公告编号：临 2025-023 中船科技股份有限公司 关于全资子公司出售资产的进展公告 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。 2025 年 4 月 30 日，中船科技股份有限公司（以下简称"公司"）在《中国 证券报》《上海证券报》和上海证券交易所网站（ww ...

Industry Overview - The high-tech shipbuilding industry in China is projected to achieve sales revenue of 71.009 billion yuan in 2024, representing a year-on-year growth of 14.53% [1][14] - High-tech ships are characterized by advanced technology, special performance, and high added value, making them technology-intensive, labor-intensive, and capital-intensive [2][4] - The industry includes various types of ships such as transportation, engineering, scientific research, and special-purpose vessels [2] Industry Development History - The development of China's high-tech shipbuilding industry has gone through five stages: foundation (1949-1960), system improvement (1961-1978), technology introduction (1979-1999), rapid development (2000-2010), and high-quality development (2010-present) [4][5][6] - Significant milestones include the construction of China's first nuclear submarine in 1966 and the establishment of a complete shipbuilding industrial system by the late 1970s [4][5] Current Industry Status - In 2024, China's shipbuilding completion volume is expected to reach 48.18 million deadweight tons, with a year-on-year increase of 13.85% [11] - China holds a global market share of 55.7% in shipbuilding completion volume, 74.1% in new orders, and 63.1% in hand-held orders, showcasing its strong competitive position [11] - The delivery of high-tech ships, such as the first large LNG carrier "AL SHELILA," marks a significant breakthrough in the high-end shipbuilding sector [1][12][14] Key Enterprises - Major players in the industry include China Shipbuilding Group, Jiangnan Shipyard, and Shanghai Waigaoqiao Shipbuilding, which dominate in order volume and technological capabilities [16][18] - Private enterprises like Yangzijiang Shipbuilding have also made significant strides, with a focus on clean energy vessels and advanced manufacturing technologies [20] Industry Trends - The industry is accelerating its transition towards green and intelligent technologies, with a focus on low-carbon ship development and the integration of advanced technologies such as 5G and AI [9][22][23] - By 2024, new orders for green ships are expected to account for 78.5% of the international market share, reflecting a strong commitment to sustainability [22] - The integration of high-end manufacturing and global supply chain collaboration is reshaping the competitive landscape, with China capturing 74.1% of global high-tech ship orders [24]

Core Viewpoint - The meeting held by China Shipbuilding Group's listed companies focused on the company's strategic direction and performance in the clean energy sector, particularly after the significant asset restructuring in the wind power industry [1][2]. Group 1: Company Performance and Strategy - In 2023, the company completed a major asset restructuring in the wind power sector under the strategic guidance of China Shipbuilding Group, emphasizing a market-driven approach and customer-centric operations [2]. - The company aims to enhance internal management efficiency and establish a strategic customer management model to promote the development of wind turbine manufacturing, resource development, and engineering design services [2][4]. - The company has constructed a regional layout system with 11 regional companies, covering a national clean energy business map and securing over 9 million kilowatts of wind power construction approvals [3]. Group 2: Innovation and Development Goals - The company is focusing on innovation-driven development, transforming product design for onshore and offshore wind turbines towards cost-effective and reliable designs [3]. - The company has successfully included two projects in the first batch of national green low-carbon advanced technology demonstration projects, highlighting its leadership in the clean energy sector [3]. - Future plans include enhancing value creation capabilities, increasing quality and efficiency, and strengthening core technology support through high-end talent recruitment and innovation [4]. Group 3: Investor Communication and Market Position - The meeting aimed to strengthen communication with investors, enhance market recognition, and promote the realization of company value [5]. - The company is positioned as a specialized entity with a complete clean energy industry chain, supporting the broader goals of China Shipbuilding Group in enhancing marine equipment business and maximizing shareholder value [4].

证券代码：600072 证券简称：中船科技 公告编号：临2025-022 中船科技股份有限公司 关于参加中国船舶集团有限公司控股上市公司2024年度 集体业绩说明会暨2025年第一季度业绩说明会召开情况的公告 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。 一、本次业绩说明会召开情况 2025年5月20日，公司董事、总经理郑松先生，独立董事严臻先生，总会计 师常荣华先生，副总经理、董事会秘书陈慧先生出席了本次业绩说明会。针对公 司2024年年度报告及2025年第一季度报告等情况与投资者进行了交流和沟通，并 就投资者普遍关注的问题在信息披露允许的范围内进行了回复。 中船科技股份有限公司（以下简称"公司"）于2025年5月14日在《中国证券 报》《上海证券报》和上海证券交易所网站（http://www.sse.com.cn）披露了《中 船科技股份有限公司关于参加中国船舶集团有限公司控股上市公司2024年度集 体业绩说明会暨2025年第一季度业绩说明会的公告》（公告编号：临2025-020）。 本次业绩说明会已于2025年5月20日 ...

证券代码：600072 证券简称：中船科技 公告编号：临 2025-021 中船科技股份有限公司 二、交易结果情况 近日，张掖新能源 100%股权及相关债权出售事宜已全部完成，上述股权所 涉及的工商变更登记已办理完毕。 特此公告。 中船科技股份有限公司董事会 2025 年 5 月 17 日 关于全资子公司出售资产的结果公告 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。 一、交易概述 2024 年 11 月 13 日，中船科技股份有限公司（以下简称"公司"）在《中国 证券报》《上海证券报》和上海证券交易所网站（www.sse.com.cn）（以下简称"法 定信息披露媒体"）披露了《中船科技股份有限公司关于全资子公司出售资产的 公告》（公告编号：临 2024-068），公司子公司中国船舶集团风电发展有限公司下 属中船风电（张掖）新能源投资有限公司在产权交易所公开挂牌转让持有的中船 风电（张掖）新能源有限公司（以下简称"张掖新能源"）100%股权及相关债权。 公司结合资产出售实际进展，披露了相关进展公告，具体内容详见公司于 202 ...

Group 1 - The military stocks, particularly those in the "China Shipbuilding System," have experienced a significant surge, with the entire sector index rising by 8% [1] - Four companies within this sector have reported profit growth exceeding 100%, indicating strong performance and potential investment opportunities [1][6] - The recent conflict between Pakistan and India has highlighted China's military strength, boosting market confidence and valuations for related stocks [1] Group 2 - The domestic shipbuilding industry is performing well, with a shift in demand towards new, energy-efficient vessels due to new carbon emission standards and environmental regulations [2] - It is projected that by 2025, Chinese shipbuilders will secure over 60% of global orders, with many companies in the China Shipbuilding System having orders extending to 2028 [2] - The financial performance of companies like China Shipbuilding shows a net profit increase of 181% in Q1, with an expected growth of 22% for the full year [3] Group 3 - China Power reported a net profit increase of 349% in Q1, with an anticipated growth of 78% for the year [4][6] - China Heavy Industry is expected to see a net profit growth of 267% in 2024, with a remarkable 282% increase in Q1 [4][7] - The overall positive trend in military stocks is supported by improved international trade relations, which are expected to enhance demand for shipbuilding [6]

关于参加中国船舶集团有限公司控股上市公司2024年度 集体业绩说明会暨2025年第一季度业绩说明会的公告 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： 会议召开时间：2025年5月20日（星期二）下午14:30-17:30 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com）（以下简称"上证路演中心"） 会议召开方式：现场交流、视频直播和网络文字互动 证券代码：600072 证券简称：中船科技 公告编号：临2025-020 中船科技股份有限公司 三、参加人员 会议问题征集：投资者可于2025年5月19日（星期一）16:00前通过中船 科技股份有限公司（以下简称"公司"）公开邮箱（mail@cssckj.com）进行会前 提问。公司将在说明会上对投资者普遍关注的问题进行回复。 公司已于 2025 年 4 月 30 日披露《2024 年年度报告》及《2025 年第一季度 报告》。为便于广大投资者更全面深入地了解公 ...

Core Insights - The China Central Enterprise Innovation Driven Index (000861) has shown a strong increase of 1.37% as of May 12, 2025, with notable gains in constituent stocks such as Ruike Laser (300747) up 11.37% and Guorui Technology (600562) up 9.99% [3] - The Central Enterprise Innovation Driven ETF (515900) has also risen by 1.34%, with a latest price of 1.44 yuan, and has a trading volume of 562.87 million yuan [3] - The ETF's scale has reached 3.3 billion yuan, ranking it in the top quarter among comparable funds [3] Performance Metrics - As of May 9, 2025, the Central Enterprise Innovation Driven ETF has achieved a net value increase of 24.83% over the past three years, ranking 312 out of 1747 in equity funds, placing it in the top 17.86% [4] - The ETF has recorded a maximum monthly return of 15.05% since inception, with the longest consecutive monthly gain being five months and a total gain of 24.91% [4] - The average return for the months with gains is 4.08%, and the annual profit percentage stands at 80.00%, with a historical three-year holding profit probability of 97.34% [4] Risk and Fee Structure - The management fee for the Central Enterprise Innovation Driven ETF is 0.15%, and the custody fee is 0.05%, which are the lowest among comparable funds [4] - The tracking error over the past five years is 0.038%, indicating the highest tracking precision among comparable funds [4] Index Composition - The top ten weighted stocks in the Central Enterprise Innovation Driven Index include Hikvision (002415), State Grid NARI (600406), and China Telecom (601728), collectively accounting for 34.48% of the index [5][6] - The individual weights of the top stocks range from 5.08% for Hikvision to 2.60% for China Railway (601390) [8]

中船系持续拉升，中国船舶（600150）触及涨停，中国重工（601989）涨超7%，久之洋（300516）、 中船科技（600072）、中船应急（300527）纷纷跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...

Group 1 - The A-share market saw a rebound in the China Shipbuilding sector in the afternoon, with China Shipbuilding Emergency rising over 5% [1] - China Shipbuilding Defense increased by more than 3%, while other companies like Jiuzhiyang, China Shipbuilding Technology, and China National Heavy Duty Truck Group rose by 2% [1]