央广网北京12月1日消息（记者贾铁生 李新峰）据中央广播电视总台中国之声《新闻和报纸摘要》 报道，党的二十届四中全会提出，"加快高水平科技自立自强，引领发展新质生产力"。辽宁大连推动船 舶工业提质升级，打造世界一流造船基地。系列报道《四中全会精神在基层》本期推出《扬帆向深 蓝》。 眼下，由中国船舶大连造船建造的全球首艘甲醇双燃料动力智能VLCC（超大型原油船）刚刚完成 航海试验。中国船舶大连造船生产管理部部长姜宏亮介绍，企业正在拓展高端船型，建造周期将大幅缩 短。 大连市工业和信息化局副局长段洪涛：在下一个五年，结合我们制造业水平的提升和新质生产力的 发展，把大连这个作为北方重要的船舶制造基地，打造成世界一流的船舶建造基地，包括研发和配套的 基地。 大连船舶制造业的"逆袭"之路，离不开强有力的政策支撑。大连市精准施策，出台18条配套措施， 全力支持船舶与海工产业高质量发展，以"真金白银"激励企业进行技术改造与创新，打造品质高端、信 誉过硬、市场公认、在全球有领先水平的"大连造"船舶精品。 姜宏亮：前几年，我们首次交付双燃料的VLCC，周期是300天左右，这艘船我们在200天以内交 付。 从传统造船到建造绿色智 ...

Core Viewpoint - Mergers and acquisitions (M&A) are driving new productive forces in the industry through a "three-wheel drive" model of capital empowerment, industrial integration, and technological breakthroughs [1][2]. Group 1: M&A Market Dynamics - The capital market serves as the core hub for M&A, with recent regulatory reforms from the China Securities Regulatory Commission (CSRC) aimed at invigorating the M&A market [2][4]. - Policies such as the "M&A Six Articles" and "Science and Technology Innovation Board Eight Articles" are designed to guide capital towards hard technology and support traditional industries in transformation [2][4]. Group 2: Financial Institutions' Role - Financial institutions like Ping An Bank are enhancing their M&A financing capabilities, with a compound annual growth rate of nearly 30% in M&A loan scale since 2020, providing over 100 billion yuan in financing for M&A transactions [5][6]. - The focus is on supporting listed companies in industrial upgrades, overcoming key technological challenges, and facilitating cross-border M&A [5][6]. Group 3: Industry Trends and Challenges - The current M&A wave is characterized by a strong industrial drive, particularly in hard technology sectors such as semiconductors and biomedicine, aligning with the internal needs of listed companies for integration and technological upgrades [6][7]. - Companies are encouraged to adopt a dual approach of "external expansion + refined management" to enhance value through M&A and operational efficiency [8][9]. Group 4: Strategic Insights - Successful companies are those that can navigate through cycles and strategically position themselves for future growth, emphasizing the importance of targeted M&A based on core competencies [9]. - The need for effective selection of M&A targets and achieving integration synergies is highlighted as a critical challenge for listed companies [9][10].

Core Viewpoint - The company held its third extraordinary general meeting of shareholders in 2025, where all proposed resolutions were approved without any objections [1][2]. Group 1: Meeting Details - The meeting took place on November 28, 2025, at the China Shipbuilding Building, located at 72 Kunming Lake Road, Haidian District, Beijing [2]. - The meeting was convened by the board of directors and chaired by Chairman Chen Yuanjin, utilizing a combination of on-site and online voting methods, compliant with the Company Law and the company's articles of association [2][3]. Group 2: Attendance and Participation - All seven current directors attended the meeting, along with the deputy general manager and the board secretary, who also acted as the financial director [3]. Group 3: Resolutions Reviewed - The meeting approved the 2025 interim profit distribution plan [4]. - The proposal to appoint the auditing firm for the 2025 financial statements and internal control was also approved [4]. Group 4: Legal Verification - The meeting was witnessed by Guohao Law Firm (Beijing), with lawyers Feng Xiaoyi and Zhou Liqiong confirming that the meeting's procedures and resolutions complied with relevant laws and regulations [5].

Core Points - The State-Owned Enterprise Reform Index (399974) closed at 1841.64 points, up 0.22%, with a trading volume of 863.26 billion and a turnover rate of 0.48% [1] - Among the index constituents, 63 stocks rose, led by Dongfang Electric with a 5.56% increase, while 33 stocks fell, with China Merchants Shekou leading the decline at 2.63% [1] Index Constituents Summary - The top ten constituents of the State-Owned Enterprise Reform Index include: - Zijin Mining: Weight 3.49%, Latest Price 28.58, Market Cap 759.86 billion [1] - China Merchants Bank: Weight 3.06%, Latest Price 42.95, Market Cap 1083.19 billion [1] - Yangtze Power: Weight 3.00%, Latest Price 27.98, Market Cap 684.62 billion [1] - Industrial Bank: Weight 2.99%, Latest Price 21.11, Market Cap 446.75 billion [1] - North Huachuang: Weight 2.93%, Latest Price 427.90, Market Cap 310.00 billion [1] - Wenzhou Haidao: Weight 2.93%, Latest Price 19.16, Market Cap 337.77 billion [1] - CITIC Securities: Weight 2.81%, Latest Price 27.59, Market Cap 408.90 billion [1] - Wugong Liquid: Weight 2.74%, Latest Price 117.85, Market Cap 457.45 billion [1] - China Shipbuilding: Weight 2.47%, Latest Price 34.37, Market Cap 258.66 billion [1] - Zhongke Shuguang: Weight 2.32%, Latest Price 99.16, Market Cap 145.08 billion [1] Capital Flow Analysis - The net outflow of main funds from the index constituents totaled 788 million, while retail investors saw a net inflow of 768 million [3] - Notable capital flows include: - China Merchants Bank: Main net inflow 325 million, retail net inflow 35.88 million [3] - Zijin Mining: Main net inflow 151 million, retail net inflow 213 million [3] - Yangtze Power: Main net inflow 143 million, retail net outflow 11.30 million [3] - China Shipbuilding: Main net inflow 129 million, retail net outflow 52.74 million [3]

Core Viewpoint - The company is organizing an open day event for small and medium shareholders to enhance their understanding of the company and the shipbuilding industry, coinciding with the Shanghai International Maritime Exhibition [1]. Group 1: Event Details - The event is scheduled for December 4, 2025, from 13:00 to 17:00, and will include a visit to the Shanghai International Maritime Exhibition followed by a tour of the company's subsidiary, Shanghai Waigaoqiao Shipbuilding Co., Ltd. [1] - Participants must sign in at a designated location and will be transported collectively; individual travel is not permitted [1]. Group 2: Participation Information - The event is limited to approximately 30 participants, with priority given to those who pre-registered during the company's shareholder meeting [3]. - Successful registrants will receive confirmation via email, which will serve as their entry pass for the event [3]. Group 3: Important Notes - Participants are required to bring their original and a copy of their identification for verification [4]. - All expenses related to food, accommodation, and transportation will be borne by the participants [5]. - Attendees must adhere to the company's safety and confidentiality regulations during the event [5]. Group 4: Contact Information - For inquiries, participants can contact the Securities Affairs Department at 021-68860618 or via email at stock@csscholdings.com [6][7].

Core Viewpoint - China Ship Leasing (03877) announced the resignation of its auditor, Crowe (Hong Kong) CPA Limited, due to a failure to reach an agreement on the audit fees for the fiscal year ending December 31, 2025 [1] Group 1 - The resignation of Crowe will take effect from November 27, 2025 [1] - The board has decided to appoint BDO Limited as the new auditor following Crowe's resignation, effective from November 27, 2025 [1] - The term of the new auditor will last until the conclusion of the next annual general meeting of the company [1]

Core Viewpoint - China Shipbuilding Leasing (03877) announced the resignation of its auditor, Crowe (Hong Kong) CPA Limited, due to a failure to reach an agreement on the audit fees for the fiscal year ending December 31, 2025 [1] Group 1 - The resignation of Crowe (Hong Kong) CPA Limited will take effect from November 27, 2025 [1] - The company's audit committee recommended the appointment of a new auditor, BDO Limited, effective from November 27, 2025, until the conclusion of the next annual general meeting [1]

Core Viewpoint - China Shipbuilding Leasing (03877.HK) announced the resignation of its auditor, Crowe (Hong Kong) CPA Limited, due to a failure to reach an agreement on the audit fees for the fiscal year ending December 31, 2025 [1] Group 1 - The resignation of Crowe is effective from November 27, 2025 [1] - The company's audit committee recommended the appointment of Tien Chi Hong Kong CPA Limited as the new auditor following Crowe's resignation [1] - The term of the new auditor will last until the conclusion of the next annual general meeting of the company [1]

证券代码：600150 证券简称：中国船舶 公告编号：2025-078 中国船舶工业股份有限公司 关于举办中小股东开放日活动的公告 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。 为便于中小股东更加深入了解中国船舶工业股份有限公司（以下简称 "公司"）及船舶行业发展情况，适值上海国际海事展召开之际，公司拟举 办中小股东开放日活动，现将有关事项公告如下： 一、活动召开的时间、方式 1 2、综合考虑接待场地限制、活动效果等因素，本次活动通过扫描二维 码报名的人员限 30 名左右，前期参加公司股东会时已预报名的中小股东另 行特邀。公司主要根据中小股东报名先后顺序对其报名信息进行核查，核 查后通过邮箱向报名成功的投资者予以确认，该确认结果作为投资者参加 活动的凭证。 3、公司根据需要将不定期开展中小股东开放日活动，本次报名未成功 者，敬请关注公司后续相关活动信息。 活动时间：2025 年 12 月 4 日 13:00-17:00 活动方式：中小股东需按要求到指定地点签到（报名成功后另行通知）， 统一乘车开展当天相关活动，谢绝自行前往。 ...

Core Insights - The marine equipment sector experienced a decline of 3.48% on November 26, with Jianglong Shipbuilding leading the losses [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Sector Performance - Major stocks in the marine equipment sector showed significant declines, with Jianglong Shipbuilding down 12.43% and Tianhai Defense down 9.25% [1] - The trading volume and turnover for key stocks were substantial, with China Shipbuilding trading 781,600 shares worth 2.681 billion yuan and Jianglong Shipbuilding trading 952,900 shares worth 2.082 billion yuan [1] Capital Flow - The marine equipment sector saw a net outflow of 1.43 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.154 billion yuan [1] - Individual stock capital flows indicated that Jianglong Shipbuilding had a net outflow of approximately 932.18 million yuan from institutional investors, while retail investors contributed a net inflow of about 1.11 billion yuan [2]