Core Insights - The Global Industry Event 2025 focused on "Green and Intelligent Manufacturing Building a Better World," highlighting advancements in intelligent equipment and technology [1] - Over 500 industry professionals from 35 countries participated, indicating a strong global interest in high-end, intelligent, and green industry development [1] Company Innovations - Maersk presented its innovations in green port construction and AI-empowered smart ports during the main forum [2] - ZPMC unveiled 12 new technologies and products, emphasizing "intelligence" with five smart port technologies, "cutting-edge" with three offshore equipment breakthroughs, and "intensification" with four new port machinery products [3] Customer Service Initiatives - The "OUR ZPMC" customer service platform was launched to enhance customer-centered services and create a one-stop efficient service ecosystem [4] Technological Showcases - Key technologies showcased included automated anti-sway yard cranes, integrated solutions for inland river smart ports, and the ZPMC Port Automatic Mooring System [5] - ZPMC shared its achievements in offshore engineering, steel structures, intelligent manufacturing, and carbon footprint practices at the sub-forum on offshore steel structures [5]

来源：环球网 10月24日，由上海振华重工集团主办的全球行业盛会——2025"绿色智造 美好世界"智能装备与技术交 流论坛在宁波隆重举行。来自全球35个国家和地区的500余位业内人士齐聚一堂，共话行业高端化、智 能化、绿色化发展新机遇。 中交集团党委常委、副总经理裴岷山在致辞中表示，中交集团始终坚持创新、绿色、数智、融合、可持 续核心理念，充分发挥自身在"五全四大五型"领域一体化、综合化、融合化系统集成优势，为全球港航 产业发展作出积极贡献。他表示，中交集团愿与全球同仁一道，坚持绿色引领、智慧赋能，携手共创港 航智能装备与技术高质量发展的崭新局面，一是以高标准创新为核心，完善港口国际标准治理体系，着 力提升高质量发展"含新量"。二是以高品质合作为纽带，共同构建全球港航基建减碳技术体系，提升高 质量发展"含绿量"。三是以高水平融合为路径，共同推动港航全产业链数字化升级，不断提升高质量发 展的"含数量"。 中交集团党委常委、副总经理裴岷山致辞 浙江省海港集团党委委员、副总经理江涛在致辞中指出，上海振华重工集团作为全球港口机械和海工装 备领域的领军企业，始终致力于推动装备制造高端化、智能化、绿色化发展，凭借系统性创 ...

Core Insights - Shanghai is showcasing its role as an international metropolis through innovative engineering solutions and urban renewal projects, particularly in the context of the upcoming World Engineering Organization General Assembly in 2025 [1][4] Urban Renewal and Engineering Innovation - The Shanghai World Expo Cultural Park features the first artificial mountain in China, standing over 40 meters tall, which utilizes a hollow structure to address settlement issues while maximizing space utilization [1][3] - The park's greenhouse garden, built on a former steel factory site, employs a polygonal aluminum alloy grid structure to create a column-free space, enhancing natural ventilation and comfort for visitors [3][4] Urban Transit Development - Shanghai has developed the world's largest urban rail transit network despite challenges such as limited construction space and complex geological conditions [4][5] - Innovative construction techniques, such as the "Smart Shield 2.0," allow for automated and precise tunneling operations, significantly improving efficiency and accuracy in subway construction [5][6] Resource Recycling and Sustainable Development - The Baoshan Renewable Energy Utilization Center processes 3,000 tons of dry waste and 800 tons of wet waste daily, generating approximately 800 million kilowatt-hours of electricity annually, while reducing landfill waste by 98% [6][9] - Shanghai Electric is advancing green energy solutions, including solar thermal power and hydrogen production, contributing to a zero-carbon future [9][10] Smart Construction and Advanced Manufacturing - The expansion of Pudong Airport integrates various transport modes, enhancing connectivity and efficiency in air travel [11][12] - The Shanghai Grand Opera House employs advanced concrete technology and digital construction methods to create complex architectural forms, demonstrating the city's capabilities in modern construction [12][13] Aerospace and Marine Equipment Innovation - The Shanghai Aircraft Manufacturing Company is a key player in China's aviation industry, focusing on the assembly of the C919 aircraft, which features advanced aerodynamic designs and lower carbon emissions [14][15] - Shanghai's marine equipment sector is leading in the development of smart port technologies and energy-efficient designs, contributing to global port automation [16][17]

Core Viewpoint - Shanghai Zhenhua Heavy Industries and Jiangnan Shipyard have signed a contract for a new 1600-ton gantry crane project, enhancing capabilities in shipbuilding operations [1] Group 1: Company Developments - The new 1600-ton gantry crane features a single girder design and is equipped with two upper trolleys and one lower trolley, allowing for various lifting functions [1] - The crane will primarily be used for critical processes such as hull section assembly, lifting, and transportation in shipbuilding [1] Group 2: Industry Implications - The introduction of this crane addresses the diverse lifting needs in shipbuilding, indicating a trend towards more advanced and versatile equipment in the industry [1]

Core Viewpoint - Shanghai Zhenhua Heavy Industries and Jiangnan Shipyard have signed a contract for a new 1600-ton gantry crane project, which will be primarily used for critical processes in ship body assembly and lifting operations [1] Company Summary - The new 1600-ton gantry crane features a single girder design, indicating a focus on efficiency and modern engineering solutions [1] - The crane will play a significant role in the assembly and lifting of ship components, enhancing operational capabilities within the shipbuilding industry [1] Industry Summary - The completion of this project reflects ongoing advancements in the shipbuilding sector, particularly in heavy lifting equipment, which is crucial for improving productivity and safety in ship construction [1]

在上海长兴岛，一段5公里的岸线及后场区域几乎被待交付、待调试的140多台港机设备填满。 "我们以市场为导向，适度超前研发，等到用户提出需求后，我们会从工具箱中寻找，看看哪些技术我 们能用得上。"曾鹏说，这个工具箱里储备了近百个课题。"我们每年会有100个课题探索，提炼出30个 新创造，从而迭代出5个新产品，力争创造一个 '世界第一'。" "设备是公开的，人家站在底下看一眼，大致就知道是怎么回事了。"这样的技术焦虑困扰曾鹏。但他认 为，"真正学不到的，是我们这些工程师多年的技术沉淀，有些核心技术并不在图纸上。"为了守住上海 振华重工集团的核心竞争力，"我们现在不断鞭策自己，保持技术发展的高速度，走高端化、智能化、 绿色化路线。" 这一"满负荷"的景象并非偶然。眼下全球港口正加速向智能化转型，纯人工操作的港机设备面临转型升 级，新设备需求旺盛，上海振华重工集团研究总院副院长曾鹏表示，每年新增订单量稳步走高，振华长 兴基地的生产可谓热火朝天。 在长兴岛上，江南造船科技委主任胡可一介绍，"现在液化气船型需求强劲，特别是乙烷和丙烷，远期 还看好氨的大宗运输，所以氨燃料船型也有需求。还有不少船东下单集装箱船型。" 长兴岛 ...

Market Performance - The marine economy sector increased by 0.58% on October 15, with Chengyi Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Gainers in Marine Economy Sector - Chengyi Pharmaceutical (603811) closed at 12.97, up 4.94% with a trading volume of 108,600 shares and a turnover of 139 million yuan [1] - Times Electric (688187) closed at 56.66, up 3.21% with a trading volume of 101,400 shares and a turnover of 568 million yuan [1] - Other notable gainers include: - Zhentihua Heavy Industry (600320) up 3.05% [1] - Sanwei Communication (002115) up 2.58% [1] - Wuhan Tianyuan (301127) up 2.37% [1] Market Capital Flow - The marine economy sector experienced a net outflow of 348 million yuan from institutional investors, while retail investors saw a net inflow of 157 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Sanwei Communication (002115) had a net inflow of 67.31 million yuan from institutional investors, but a net outflow from retail investors [3] - Chengyi Pharmaceutical (603811) saw a net inflow of 8.32 million yuan from institutional investors, with retail investors also showing a net outflow [3] - Times Electric (688187) had a net inflow of 17.14 million yuan from institutional investors, while retail investors experienced a net outflow [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600320 900947 证券简称：振华重工 振华B股 公告编号：临2025-049 上海振华重工（集团）股份有限公司关于召开2025年半年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10月20日（星期一）10:00-11:00 会议召开地点：上证路演中心（https://roadshow.sseinfo.com/） （一）会议召开时间：2025年10月20日（星期一）10:00-11:00 （二）会议召开地点：上证路演中心 （三）会议召开方式：上证路演中心网络互动 三、参加人员 董事长、董事、总经理（总裁）、独立董事、财务总监、董事会秘书。 会议召开方式：上证路演中心网络互动 投资者可于2025年10月13日（星期一）至10月17日（星期五）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱ir@zpmc.com进行提问。公司将在说明会上对投资者普遍关注的问 题进行回答。 上海 ...

证券代码：600320 900947 证券简称：振华重工 振华 B 股 公告编号：临 2025-049 上海振华重工（集团）股份有限公司 关于召开 2025 年半年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： 投资者可于 2025 年 10 月 13 日（星期一）至 10 月 17 日（星期五）16:00 前 登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@zpmc.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 上海振华重工（集团）股份有限公司（以下简称公司）已于 2025 年 8 月 30 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入了解公司 2025 年半年度经营成果、财务状况，公司将于 2025 年 10 月 20 日（星期一）10:00-11:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次业绩说明会以网络互动方式召开，公司将针对 2025 年半年度经营成果、 财务状况等情况与投 ...

截至发稿，振华重工市值为242亿元。 每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 每经AI快讯，振华重工（SH 600320，收盘价：4.6元）10月9日晚间发布公告称，截至2025年9月30日， 公司已累计回购股份数量为400万股，占公司总股本的比例为0.0759%，购买的最高价为4.44元/股、最 低价为4.42元/股，已支付的总金额约为1772万元。 （记者 王瀚黎） 2025年1至6月份，振华重工的营业收入构成为：港口机械占比61.7%，海上重型装备占比21.05%，钢结 构占比9.37%，船舶运输占比5.93%，租赁收入占比1.14%。 ...