券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 责编： 汪云鹏 校对： 陶谦 百万用户都在看 突然！美国决定：撤销！ 杀疯了！半小时500亿元！刚刚，重磅利好彻底引爆！ 周末，利好来了！两部门，重磅发布！ 突发公告！重大资产重组，股价提前异动！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 昨天（8日）， 中船集团 与中国远洋海运集团在上海完成了新造船项目的合作签约，金额超500亿元人民币 ， 这是我国船企签订的国内单次合作签约最高金额的订单。 在签约的新造船项目订单中，新造船合作涉及各型船舶87艘。 中船集团相关负责人表示，随着全球能源技术革命、5G物流网基础设施完善以及AI人工智能的叠加作用，当 前， ...

经济观察网据央视财经，12月8日，中船集团与中国远洋海运集团在上海完成了新造船项目的合作签 约，金额超500亿元人民币，这是我国船企签订的国内单次合作签约最高金额的订单。在签约的新造船 项目订单中，新造船合作涉及各型船舶87艘。 ...

Market Overview - The A-share market showed divergence on December 9, with the Shanghai Composite Index down 0.13% to 3918.83 points, while the Shenzhen Component Index rose 0.09% and the ChiNext Index increased by 1.07% [1] - The total trading volume in the A-share market reached 1.26 trillion yuan [1] Industry Developments - Nvidia is expected to re-enter the Chinese market, as the U.S. government announced it would allow Nvidia to sell its H200 AI chips to China, imposing a 25% fee per chip. This arrangement will also apply to other AI chip companies like AMD and Intel [3] - The Fujian Province's action plan for the electric ship industry (2026-2028) supports the construction and operation of electric sightseeing boats and ferries, particularly in the Xiamen-Kinmen route [3] - The Xiamen municipal measures to promote the integrated circuit industry include subsidies for companies involved in core equipment and key materials for semiconductor manufacturing [3] Sector Performance - The CPO concept stocks saw a resurgence, with companies like Shaanxi Huada and Dekeli leading the gains, while Fujian local stocks such as Anji Food and Longzhou Co. also experienced significant short-term increases [4] - The telecommunications sector led the market with an average increase of 3.82%, while coal and non-ferrous metals sectors saw declines of 1.87% and 1.72%, respectively [5] Company Insights - China Shipbuilding is recognized as the largest and most comprehensive listed shipbuilding giant globally, positioning it well to capitalize on the upturn in the global shipbuilding industry [8] - China Power's low-speed machinery products are essential for ocean-going vessels and are expected to benefit from the improving shipbuilding industry [8] - China Marine Defense, a leader in underwater defense equipment, is anticipated to expand its business in the context of rising demand for unmanned technologies [9] - China Shipbuilding Defense's products related to marine engineering platforms and wind power installation vessels are expected to benefit significantly from the national "deep-sea economy" strategy [9]

Market Overview - As of the midday session, the Shanghai Composite Index decreased by 0.13% to 3918.83, while the Shenzhen Component Index increased by 0.09% to 13341.62, and the ChiNext Index rose by 1.07% to 3224.38 [3][4]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.26 trillion yuan, a decrease of 34.7 billion yuan compared to the previous trading day, with over 3500 stocks declining [5]. Sector Performance - The computing power hardware industry chain showed significant activity, with CPO-related stocks leading the gains, particularly Zhongji Xuchuang, which hit a new high [3][10]. - The retail sector experienced a surge, with stocks like Maoye Commercial and Dongbai Group reaching their daily limit, following the Ministry of Commerce's announcement to promote new consumption models and environments [7]. - The semiconductor sector in Hong Kong saw declines, with stocks like Naxin Micro falling by 5.86% and Huahong Semiconductor down by 1.76% [8]. Notable Stock Movements - The bond "21 Vanke 02" saw a temporary suspension after surging over 30% during trading [6]. - China Minmetals Corporation's A-shares hit the daily limit down, dropping over 20% after announcing plans to sell assets worth over 60 billion yuan [12]. - Wei Di Co. opened with a rise of over 6% following news of its acquisition of a 51% stake in Jiuxing Precision [17]. Company Announcements - China Shipbuilding Industry Corporation announced a new shipbuilding project contract worth approximately 50 billion yuan, leading to a rise in related stocks [13][14]. - Puxin Co. opened with an increase of over 8% after announcing plans to acquire a 49% stake in a high-performance storage company [19].

重塑能源有关负责人表示，公司积极响应构建绿色航运体系、发展清洁能源船舶的政策导向，持续加强 产业协作。今年以来，重塑能源已先后与钦实集团、中船集团等相关方建立合作，致力于围绕船舶运营 的实际需求，打造高性能、高可靠性的船用氢燃料电池系统及整体解决方案。各方将通过合作，共同探 索氢能技术在船舶领域的标准化与规模化应用路径，为航运业的绿色低碳转型提供支持。 中化新网讯 近日，在河北邯郸举办的"2025中船集团氢能日"活动上，重塑能源集团与中国船舶集团旗 下武汉氢能与燃料电池产业技术研究院有限公司签署关于合作开发船用氢燃料电池系统的协议。 根据协议，双方将整合各自在氢能领域和船舶工程领域的技术与资源优势，在产品联合开发与市场协同 拓展方面开展深入合作。本次合作旨在推动船用氢燃料电池系统的技术研发与工程化应用，促进氢能技 术的多元化与规模化发展，共同构建氢能产业新生态。 ...

Group 1 - Honghua Digital intends to acquire 49% equity of Shandong Yingkejie for 105 million yuan, resulting in full ownership of the company, which specializes in industrial inkjet technology [1] - Xue Ren Group's metal plate fuel cell stack project has passed final acceptance, delivering complete technical documentation and meeting performance requirements [2] - PIANO's controlling shareholder is planning a change in control, leading to a temporary suspension of its stock [3] Group 2 - COSCO SHIPPING Specialised Carriers plans to invest 258 million yuan in Shenshan Port Investment Company, acquiring a 20% stake [4] - Jieshun Technology has won a management project for an underground parking lot, expecting over 70 million yuan in revenue by the end of the contract in 2031 [5] - Aerospace Rainbow is collaborating with Zhongtian Rocket to establish a company focused on artificial weather modification technology with a total investment of 50 million yuan [6] Group 3 - Purun Co. intends to acquire 49% equity of Nuoya Changtian through a combination of shares, convertible bonds, and cash, making it a wholly-owned subsidiary [7] - Dongfang Yuhong plans to sell a commercial property for 10.12 million yuan, expecting a significant asset disposal loss [8] - Tianqi Lithium is applying for designated delivery warehouse qualifications for lithium hydroxide at the Guangzhou Futures Exchange [9] Group 4 - Tianfu Communication is planning to issue H-shares on the Hong Kong Stock Exchange, with details yet to be finalized [10] - ST Yishite's controlling shareholder will transfer 4.18 million shares to Hubei Jingjiang Industrial Investment Group, changing the actual controller to the Jingzhou State-owned Assets Supervision and Administration Commission [11] - Dongwei Technology's directors and key technical personnel plan to reduce their holdings by up to 1.11% of the company's shares [12] Group 5 - Guojin Securities shareholders plan to reduce their holdings by a total of 0.72% of the company's shares [23] - Hongde Co. controlling shareholder and associated parties plan to reduce their holdings by up to 3% [24] - Aopu Mai's restructuring plan to acquire 100% of Pengli Bio has been approved by the exchange [26] Group 6 - Kosen Technology intends to sell 100% of Kosen Medical for 915 million yuan due to challenges in its business environment [28] - Rongsheng Petrochemical's subsidiary plans to transfer 100% of Rongsheng Energy (Zhoushan) to Rongsheng Holdings [29] - Jingji Zhino reported a cumulative sales revenue of 3.464 billion yuan from pig sales in the first 11 months of 2025 [30]

Core Viewpoint - The 2025 China International Maritime Technology Conference and Exhibition showcased advancements in alternative fuel technologies, highlighting China's commitment to green maritime solutions [1] Group 1: Event Highlights - The exhibition featured the inaugural Energytec Future Energy Zone, focusing on hydrogen, ammonia, and methanol as alternative fuels [1] - China Shipbuilding Group's 711 Institute launched the "Qiyao" marine engine series, receiving the world's first principle recognition certificate for ammonia-hydrogen fuel engines from China Classification Society [1] - China Ship Power Group introduced the X82DF-E multi-fuel main engine, the world's first of its kind, capable of using fuel oil, methanol, or ethanol, with initial orders set for delivery starting in 2027 [1] Group 2: Innovations in Fuel Transport - Jiangnan Shipyard, a subsidiary of China Shipbuilding Group, presented four innovative achievements, including a 20,000 CBM liquid hydrogen transport vessel and a 200,000 CBM ULAC-FSRU (PANDA 200AF) for integrated liquid ammonia storage and regasification [1] - These innovations received principle recognition certificates from Bureau Veritas (BV) [1] - The Wuhan Standard Research Institute of China Classification Society awarded the first domestic principle recognition certificate for a methanol reforming fuel cell system to Haidewei Technology, addressing challenges in hydrogen storage and refueling costs, enhancing vessel endurance and operational efficiency [1]

Group 1 - The core viewpoint of the news is that the China Shipbuilding sector experienced a significant rise in stock prices, with China Shipbuilding increasing by nearly 5% in early trading on December 9 [1] - Other companies in the China Shipbuilding sector, including China Power, China Shipbuilding Defense, and China Shipbuilding Han Guang, also saw their stock prices rise [1] Group 2 - The news highlights a positive market trend for the China Shipbuilding sector, indicating investor confidence and potential growth opportunities within the industry [1] - The early trading performance suggests a broader bullish sentiment in the sector, which may attract further investment [1]

中船系板块早盘拉升，中国船舶涨近5%，中国动力、中船防务、中船汉光跟涨。 ...

Market Overview - On December 8, 2025, A-shares saw all three major indices rise, with the Shanghai Composite Index closing at 3924.08 points, up 0.54%, the Shenzhen Component Index at 13329.99 points, up 1.39%, and the ChiNext Index at 3190.27 points, up 2.6%. Over 3400 stocks rose, with total trading volume in the Shanghai and Shenzhen markets reaching 2.04 trillion yuan, an increase of 310 billion yuan from the previous trading day [1] - The Hong Kong stock market faced pressure, with the Hang Seng Index falling over 1% to close at 25965.36 points, down 1.23% or 319.72 points, and a total trading volume of 206.23 billion HKD. The Hang Seng China Enterprises Index dropped 1.25% to 9083.53 points, while the Hang Seng Tech Index remained flat at 5662.55 points [1] - In the U.S. stock market, major indices rose for the fifth consecutive day, with the Dow Jones Industrial Average up 0.61% to 47716.42 points, the S&P 500 up 0.54% to 6849.09 points, and the Nasdaq Composite up 0.65% to 23365.69 points [1] New Stock Offerings - One new stock, Yuan Chuang Co., Ltd., is available for subscription today, with no new stocks listed. The offering price is 24.75 yuan per share, with a price-to-earnings ratio of 12.93. The company specializes in the research, production, and sales of rubber track products, including those for agricultural and engineering machinery [2][3] Significant News - China Shipbuilding Group and China Ocean Shipping Group signed a new shipbuilding project contract in Shanghai, exceeding 50 billion yuan, marking the highest single domestic cooperation contract in China's shipbuilding industry. The project involves 87 vessels and aims to enhance cooperation in technology innovation, green low-carbon initiatives, and smart shipping [4] - According to the China Passenger Car Association, retail sales of passenger vehicles in November reached 2.244 million units, a year-on-year decline of 8.5%. However, retail sales for the first eleven months totaled 21.75 million units, an increase of 6.3%. In November, retail sales of new energy passenger vehicles reached 1.321 million units, up 4.2% year-on-year, with total sales for the first eleven months at 11.472 million units, a growth of 19.6% [4]