格隆汇1月6日丨中国船舶租赁(03877.HK)发布公告，自2026年1月6日起：张启鹏因工作调整原因，辞任 非执行董事，同时辞任董事会审核委员会及战略与投资委员会委员职务；及谢卫忠获委任为非执行董 事，董事会审核委员会委员及战略与投资委员会委员。 ...

Market Performance - The marine equipment sector increased by 1.67% on January 6, with Hailanxin leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Individual Stock Performance - Hailanxin (300065) closed at 19.10, with a rise of 2.25% and a trading volume of 559,000 shares, amounting to a transaction value of 1.058 billion yuan [1] - China Shipbuilding (600150) closed at 35.11, up by 1.83%, with a trading volume of 973,100 shares and a transaction value of 3.3887 billion yuan [1] - China Marine Defense (600764) closed at 28.42, increasing by 1.68%, with a trading volume of 169,800 shares and a transaction value of 478 million yuan [1] - Other notable stocks include China Ship Defense (600685) at 30.41 (+1.40%), Yaxing Anchor Chain (068109) at 10.67 (+1.14%), and Jianglong Shipbuilding (300589) at 20.78 (+0.92%) [1] Capital Flow Analysis - The marine equipment sector saw a net inflow of 2.1309 million yuan from main funds, while retail investors contributed a net inflow of 14.4 million yuan [1] - However, there was a net outflow of 14.6 million yuan from speculative funds [1] Detailed Capital Flow for Key Stocks - Hailanxin had a main fund net inflow of 64.2657 million yuan, but a net outflow of 21.6373 million yuan from speculative funds and a net outflow of 42.6285 million yuan from retail investors [2] - China Shipbuilding experienced a main fund net inflow of 19.5585 million yuan, with a net outflow of 43.1444 million yuan from speculative funds and a net inflow of 23.5859 million yuan from retail investors [2] - Other stocks like China Marine Defense and Jianglong Shipbuilding also showed varying capital flows, with significant retail inflows despite main and speculative fund outflows [2]

新年伊始，中国船舶集团有限公司旗下武昌船舶重工集团有限公司5艘1100TEU集装箱船、4艘1800TEU集装箱船建造合同正式签署生效。 目前，武昌造船已启动该系列船的前期筹备工作，将以节拍化建造模式推进项目实施，确保船舶高质量按期交付。 近年来，武昌造船打造了液化天然气（LNG）动力海工船、风帆助力甲醇动力滚装船、化学品船、支线集装箱船等一系列标杆项目，为国内外知名船东 承建的支线集装箱船均实现高质量按期交付。同时，武昌造船以技术创新筑牢品牌核心竞争力，强化新船型自主研发，自主设计的1320TEU甲醇双燃料动 力集装箱船、1900TEU曼谷型集装箱船等3型产品获得船级社原则性认可（AiP）证书，不断扩大支线箱船谱系。武昌造船在绿色智能船舶、高端海工装备 等领域的技术积淀，以及在支线集装箱船建造领域的卓越履约能力促成了此次合作。 目前，武昌造船还在油船、化学品船领域发力，自主设计的18600载重吨特涂油化船、26000载重吨双相不锈钢油化船、29000载重吨氨燃料动力双相不锈 钢化学品船获得船级社证书并完成模型试验，化学品船自研船型已覆盖从7000载重吨到29000载重吨，油化船自研谱系基本形成。未来，武昌造船 ...

Core Insights - The report emphasizes a positive outlook for the mechanical industry in 2026, driven by structural transformation and a rebound in external demand [3][4] - The report introduces a "risk排雷" manual to proactively identify potential market misjudgments and challenges within various sectors [3][4] Industry Overview - The mechanical industry is expected to experience a cyclical reversal, with growth in engineering machinery, industrial gases, shipbuilding, photovoltaic equipment, and lithium battery equipment [6][8] - Key assumptions include continued government support for emerging technology industries and a stable macroeconomic recovery [11][16] Engineering Machinery - The engineering machinery sector is witnessing a cyclical upturn, with increased overseas market share and a gradual domestic renewal cycle [17] - Key growth drivers include global market expansion, improved domestic demand due to favorable macro policies, and a stabilizing domestic infrastructure and real estate market [17] Shipbuilding - The shipbuilding industry is on an upward trend, with demand supported by a variety of vessel types and improving profitability for shipyards [19] - The sector is expected to benefit from supply constraints driving up ship prices and a focus on high-end, large-scale, dual-fuel vessels [20] Export Chain - The export chain is optimistic about demand recovery, particularly in the U.S. market, with a focus on strategic exports and emerging markets [22] - Key assumptions include a favorable trade environment and ongoing industrial shifts towards resource-rich countries [22] Industrial Gases - The industrial gases sector is viewed positively, with expectations of volume and price increases leading to improved valuations [27] - The report highlights the importance of leading companies in the sector and recommends focusing on those with operational highlights in niche markets [30] Lithium Battery Equipment - The lithium battery equipment sector is expected to emerge from a downturn, with solid-state battery technology creating significant market opportunities [51] - The report anticipates a substantial increase in market size, projecting a growth from 2.06 billion in 2025 to 33.62 billion by 2030 [51] Wind Power Equipment - The wind power industry is projected to maintain high growth, particularly in offshore wind projects, with significant investments expected [63] - The report recommends focusing on leading manufacturers and components that support the offshore wind market [64] Testing and Inspection - The testing and inspection sector is expected to see upward momentum, driven by increasing demand and a trend towards consolidation among leading firms [71] - The report emphasizes the importance of focusing on emerging fields and the long-term growth potential of comprehensive testing companies [71] Rail Transit Equipment - The rail transit equipment sector is expected to benefit from steady investment in fixed assets and high demand for passenger and freight transport [75] - The report highlights the potential for continued growth in the high-speed train sector and recommends key players in the industry [76] Oil Service Equipment - The oil service equipment sector is anticipated to thrive due to sustained demand driven by oil prices and energy security concerns [79] - The report suggests focusing on companies with strong technical barriers and those benefiting from domestic and international market opportunities [80]

转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院深海科技研究小组发布的《中国海洋经济产业发展状况调研与投 资战略分析报告》 行业主要上市公司：中国船舶(600150.SH);中船防务(600685.SH);振华重工(600320.SH);中海油服 (601808.SH);中国海防(600764.SH);海兰信(300065.SZ);中天科技(600522.SH)等 本文核心数据：产量;对外依赖度; 深海科技主要囊括三大场景 按性质可将深海科技应用场景分为三类：一是生产作业类：包括深海资源勘探与开发、深海采矿作业、 深海工程作业、深海基础设施建设与维护、深远海风电、深海种植等;二是公共服务类：包括深海观测/ 探测、深海环境监测与预警、海洋安全与国防应用、深海救援及应急响应等;三是深海消费类(相较前两 类应用，消费类场景偏低频，该类型应用场景偏向于探索)：包括深海文旅观光等体验型场景。 我国深海资源勘探需求较高 深海资源开发有望改善我国陆地能源资源愈发稀少、矿产资源对外依存度较高的现状，进而保证极端条 件下我国的能源/矿产的供给安全。能源方面，从陆地能源禀赋来看，我国老油田年产量递减率为 10%~15%( ...

央视网消息：2025年12月22日，中国船舶集团旗下大连造船，全球首艘应用国产甲醇双燃料动力并搭载智能液货管控系统的30万吨级超大型原油船"凯 拓"轮，提前四个月交付使用。"凯拓"油轮总长约333米，宽60米，甲板面积相当于三个足球场，可运载约210万桶原油，被誉为"海上绿色智能巨无霸"。 关英华，中国船舶集团大连造船副总工程师，负责大连造船民用船舶的研发和设计。 记者：今天算是正式交付日。交付完以后，作为设计方来讲，你这个担子算是完全卸下来了吗？ 关英华：也不能说完全卸下来。当然这是非常成功的一步，很重要的一步。 此次交付的"凯拓"轮最引人瞩目的标签之一，是"绿色环保"。因为它选择了"甲醇"这样一种清洁液体能源作为重要燃料。也就是说，"凯拓"轮上有着燃油和 甲醇双燃料主机，可在传统燃油与甲醇燃料之间灵活切换。 记者：为什么要做这样的双燃料？ 关英华：现在叫减碳，减温室气体排放。实际上，从全球的航运业来说，国际海事组织也在制定一些规则去引领减少排放。你要是用绿色的甲醇，二氧化碳 减排92%，硫排放减少99%，颗粒度这个值减少90%，这个船就非常环保。 但把一套全新的、具有腐蚀性的液态燃料系统，集成到"凯拓"轮 ...

Investment Rating - The report maintains a positive outlook on the shipping industry, particularly in light of recent developments in Venezuela and the increase in new ship prices [1][2]. Core Insights - Venezuela's political changes are expected to benefit compliant tanker markets, with a potential increase in oil exports leading to higher demand for Aframax tankers and VLCCs [3][4]. - New ship prices have shown an upward trend, with a 0.5% increase reported, particularly in gas carriers which rose by 1% [3]. - The report highlights a significant drop in VLCC freight rates, which fell by 36% week-on-week, while the Atlantic market remains relatively stable [3][4]. Summary by Sections Shipping Market - The report notes that the recent escalation in Venezuela's situation could lead to a 1.4% increase in compliant VLCC oil transport demand and a 4.0% increase for Aframax tankers [3][4]. - The average VLCC freight rate was reported at $43,895 per day, with Middle East to Far East rates dropping to $38,690 per day, a decrease of 45% from the previous week [3][4]. New Ship Prices - New ship prices have increased by 0.5% to 185.59 points, although they are down 1.85% compared to the beginning of 2025 [3][4]. Oil and Product Transport - The LR2-TC1 freight rate increased by 5% to $42,671 per day, supported by tight capacity in previous weeks [3]. - The report indicates a decline in MR average freight rates by 5% to $23,103 per day, with the Atlantic market remaining stable despite the holiday season [3][4]. Air Transport - The report anticipates significant improvements in airline profitability due to supply constraints and increasing passenger volumes, recommending several airlines for investment [3][4]. Express Delivery - The express delivery sector is entering a new phase of competition, with three potential scenarios outlined for future performance [3][4]. Rail and Road Transport - Rail freight volumes and highway truck traffic are expected to maintain steady growth, with recent data showing a slight decrease in volumes [3][4].

修船与改装领域亮点纷呈。大连造船深化与希腊、西班牙等国际顶尖客户的战略合作，成功打入日韩高端市场，构建了更加多元、稳固的全球客户体系。 集装箱船修理业务逆势大幅增长78%；顺利交付世界首艘大型通海型养殖工船改装项目；与欧洲知名航运公司确认1艘LNG运输船修理订单，成功进入高 端修船改装市场。 高端制造树标杆 重大项目实现里程碑突破 2025年12月，中国船舶集团有限公司旗下大连船舶重工集团有限公司顺利实现7艘船舶下水、5艘船舶高质量交付。至此，该公司全年交付船舶29艘，超产 2艘，全面完成年度生产任务，各项主要指标超额完成，在高端船舶与海洋工程装备领域实现一系列重大突破，"十四五"圆满收官。 生产运营科学统筹 协同效能充分释放 依托大连、山海关、天津三地协同优势，大连造船通过科学排产与高效联动，充分释放产能。在生产高峰期，同期在建船舶高达63艘，生产组织井然有 序。目前该公司手持订单饱满，订单结构持续优化，主建船型占比97%，批量化、系列化订单占比约50%，推动各基地形成专业化生产格局：大连基地聚 焦超大型油船（VLCC）、11万吨成品油船及大型液化天然气（LNG）运输船；山海关基地深耕中型散货船、中型油船及 ...

Core Viewpoint - The military strike ordered by the U.S. against Venezuela has created significant uncertainty in global markets, particularly affecting the Chinese A-share market, which is set to react after a holiday pause [1][2]. Group 1: Immediate Market Reactions - Global markets reacted swiftly to the news, with gold prices surging due to increased safe-haven buying and international oil prices rising sharply due to geopolitical risk premiums [2]. - The FTSE China A50 index futures, typically a leading indicator for A-shares, remained inactive on January 3, indicating that market sentiments and risk assessments would be bottled up until the market reopened on January 5 [2]. Group 2: Market Dynamics and Implications - The decision to bypass Congress for military action introduces new variables into market dynamics, creating a 12-hour delay for market reactions and increasing uncertainty regarding potential further military actions [3]. - The turmoil in Venezuela, a key OPEC member, is expected to have delayed impacts on the energy sector, particularly affecting domestic refining companies and airlines, while also providing time for the renewable energy sector to assess potential opportunities [4]. Group 3: Sector-Specific Impacts - The military intervention is likely to amplify concerns about energy inflation, with oil prices already rising, which will impact the energy supply chain and related sectors once the A-share market reopens [4]. - The military action's implications extend to the defense sector, where the unpredictability of U.S. military actions may lead to increased demand for defense stocks, reflecting a broader trend of heightened geopolitical tensions [5]. Group 4: Investment Strategies and Scenarios - Three potential scenarios for the A-share market opening on January 5 have been outlined: a panic-driven sell-off, a rational adjustment reflecting market resilience, or a strategic opportunity arising from perceived overreactions [8][9][10]. - Investors are advised to prepare by assessing their holdings, setting specific price triggers for action, and closely monitoring developments regarding potential further military actions and Congressional responses [15][17]. Group 5: Broader Market Repercussions - The military strike may lead to a reevaluation of geopolitical risk pricing in global capital markets, particularly affecting countries with existing tensions with the U.S. [6]. - The potential for a second round of attacks raises concerns about ongoing supply disruptions, which could have lasting effects on market stability and investor confidence [4][5].

2025年，中船集团哪些新闻让你记忆犹新？ 请为你心中的2025年度中船集团十大新闻投上宝贵一票！ 01 我国第一艘电磁弹射型航空母舰入列 习近平出席入列授旗仪式并登舰视察 2025年11月5日，我国第一艘电磁弹射型航空母舰福建舰入列授旗仪式在海南三亚某军港举行。中共中 央总书记、国家主席、中央军委主席习近平出席入列授旗仪式并登舰视察。习近平对我国航母建设发展 一直很关注。仪式结束后，习近平登上福建舰，听取我国航母建设发展工作汇报，了解航母体系作战能 力生成、电磁弹射系统建设运用等情况。福建舰是我国第一艘电磁弹射型航空母舰，也是我国第三艘航 空母舰，舷号为"18"，2022年6月下水命名。福建舰由我国完全自主设计建造，其电磁弹射技术处于世 界先进水平。 02 中船集团研制生产的8型整装装备接受检阅 2025年9月3日上午，纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会在北京天安门广场隆重 举行。中国船舶集团有限公司研制生产的8型整装装备震撼出场、盛装亮相，接受党和人民的检阅。8型 整装装备分属水下兵器方队、海上无人作战方队和反无人机方队。同时，为18型陆、海、空、火箭军各 参展装备提供主要配套。 03 ...