格隆汇1月4日丨振华重工(600320.SH)公布，截至2025年12月31日，公司已累计回购股份数量为646.96万 股，占公司总股本的比例为0.1228%，购买的最高价为4.60元/股、最低价为4.42元/股，已支付的总金额 为29,006,008.72元(不含交易费用)。 ...

| | | 上海振华重工（集团）股份有限公司 关于以集中竞价交易方式回购公司部分 A 股股票的进展公告 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。 二、回购股份的进展情况 根据《上市公司股份回购规则》、《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，现将公司截至上月末的回购股份的进展情况公告 如下： 2025 年 12 月，公司通过集中竞价交易方式已累计回购股份数量为 100,000 股， 占公司总股本的比例为 0.0019%，回购价格为 4.59 元/股，支付的金额为 459,000.00 元（不含交易费用）。 截至 2025 年 12 月 31 日，公司已累计回购股份数量为 6,469,562 股，占公司 总股本的比例为 0.1228%，购买的最高价为 4.60 元/股、最低价为 4.42 元/股，已 支付的总金额为 29,006,008.72 元（不含交易费用）。本次回购符合法律法规的有 关规定和公司回购股份方案的要求。 三、其他事项 重要内容提示： | 回购方案首次披露日 | 2025/4/ ...

Core Viewpoint - The signing of the "Chuangli" pipe-laying system renovation project between Shanghai Zhenhua Heavy Industries Group and Shanghai Salvage Bureau marks a significant step towards enhancing the operational capabilities and competitiveness of the Shanghai Salvage Bureau in line with national strategic goals [2][5]. Group 1: Project Details - The "Chuangli" pipe-laying system renovation is a key component of the Shanghai Salvage Bureau's 2025 "three constructions and one renovation" project, aimed at upgrading equipment strength and achieving high-quality development [2][5]. - The project will involve the upgrade of the S-lay pipe-laying system, which will be provided by Shanghai Zhenhua Heavy Industries Group, making it the first domestic pipe-laying vessel to utilize a fully domestic management frame solution [6]. Group 2: Technological Advancements - The upgraded "Chuangli" vessel will feature a DP3 dynamic positioning and anchoring system, with a crane capable of lifting 4500 tons and a full rotation crane with a capacity of 3500 tons [6]. - The renovation will enable operations at a maximum water depth of 3000 meters and enhance capabilities for emergency repairs of deep-sea damaged oil and gas pipelines, precise deployment of deep-water oil spill prevention devices, and accurate control of cables in large salvage operations [6]. Group 3: Strategic Importance - The project aligns with the national strategy for transportation and aims to contribute to the construction of a strong transportation nation by enhancing technological research, equipment innovation, and talent development [2][5]. - Shanghai Zhenhua Heavy Industries Group emphasizes its commitment to high-end, intelligent, green, and international development, aiming to create value for customers and ensure high-quality project execution [6].

这一事件让人联想起古希腊的特洛伊木马故事，奥德修斯用华丽的木马作为伪装，藏匿士兵最终攻克特洛伊城。而如今，一些美国政客将这一古老的计谋应 用到现代国际贸易中，把中国的高端港口起重机描绘成藏有安全陷阱的特洛伊木马，以间谍威胁为理由，企图阻碍中国起重机进入美国市场。然而，海岸警 卫队的调查结果狠狠打脸了这些政客——经过全面、无死角的检查，证明振华起重机是完全安全的，安全隐患纯粹是无稽之谈，只是他们借口打压中国制造 业的一种手段。 在当前错综复杂的国际关系中，经济利益、科技竞争与国家安全的界限越来越模糊，这三者的交织碰撞让跨国产业合作充满了变数。最近，美国政府公布了 一项备受关注的调查结果，经过对美国港口92台中国制造的振华起重机进行详细安全检查后，美国海岸警卫队宣布，未发现任何所谓的间谍隐患。这一结论 如同一盆冷水，彻底浇灭了特朗普等美国政客的期待，打破了他们以国家安全为借口替换这些中国起重机的计划。 从中可以看出，美国政府以国家安全为名对中国制造业进行的种种限制，根本不是出于安全考虑，而更多的是源于对中国制造业崛起的焦虑。美国曾试图通 过提高关税等贸易保护政策来遏制竞争对手、维护自身产业的优势，但如今的现实让这 ...

证券代码：600320 900947 证券简称：振华重工 振华B股 公告编号：临2025-059 上海振华重工（集团）股份有限公司 关于调整2025年半年度利润分配总额的公告 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： 具体内容详见公司于2025年9月26日、2025年11月18日在上海证券交易所网站（www.sse.com.cn）披露 的《公司2025年半年度利润分配方案的公告》（公告编号：临2025-047）、《公司2025年第二次临时股 东会决议公告》（公告编号：临2025-054）。 ● 现金分红总额调整：上海振华重工（集团）股份有限公司（以下简称公司）2025年半年度利润分配拟 派发现金分红总额由人民币105,287,070.02元（含税）调整为105,237,678.78元（含税）。 ● 调整原因：公司自2025年半年度利润分配方案披露之日至本公告披露日，公司以集中竞价交易方式已 累计回购A股股份2,469,562股，导致本次实际参与分配的股份数发生变动，公司实际参与本次利润分配 的股份总数由5 ...

关于上海振华重工（集团）股份有限公司 差异化分红事项之专项法律意见书 国浩律师（上海）事务所 法律意见书 国浩律师（上海）事务所 致：上海振华重工（集团）股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国 证券法》（以下简称"《证券法》"）、《上海证券交易所上市公司自律监管指引第 7 号——回购股份》（以下简称"《自律监管指引第 7 号》"）、《上海证券交易所股票 上市规则》（以下简称"《上市规则》"）、《上海证券交易所交易规则》（以下简称 "《交易规则》"）以及《上海振华重工（集团）股份有限公司章程》（以下简称"《公 司章程》"）等相关法律、法规及规范性文件的规定，本所律师就上海振华重工（集 团）股份有限公司（以下简称"公司"）2025 年半年度利润分配涉及的差异化分 红特殊除权除息处理（以下简称"本次差异化分红"）相关事项出具本法律意见 书。 按照律师行业公认的业务标准、道德规范和勤勉尽责的精神，依据本法律意 见书出具日以前已发生或存在的事实，本所律师发表法律意见，并声明如下： 1、本所律师已严格履行法定职责，遵循了勤勉尽责和诚实信用原则，对与 出具本法律意见书有关的所 ...

900947 |振华 B 股 每股分配比例 A 股每股现金红利0.02元，B 股每股现金红利0.002823美元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2026/1/6 | － | 2026/1/7 | 2026/1/7 | | Ｂ股 | 2026/1/9 | 2026/1/6 | | 2026/1/16 | 差异化分红： 是 一、 通过分配方案的股东会届次和日期 证券代码：600320 证券简称：振华重工 公告编号：临 2025-060 上海振华重工（集团）股份有限公司 2025年半年度权益分派实施公告 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： 本次利润分配方案经公司2025 年 11 月 17 日的2025年第二次临时股东会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"） ...

证券代码：600320 900947 证券简称：振华重工 振华 B 股 公告编号：临 2025-059 上海振华重工（集团）股份有限公司 关于调整 2025 年半年度利润分配总额的公告 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。 二、调整后利润分配方案 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号—回购股份》有关规定，公司回购专用账户中的股份，不享有利润分配的权 利。公司回购专用证券账户中的股份将不参与公司本次利润分配。 重要内容提示： 现金分红总额调整：上海振华重工（集团）股份有限公司（以下简称公 司）2025 年半年度利润分配拟派发现金分红总额由人民币 105,287,070.02 元（含 税）调整为 105,237,678.78 元（含税）。 调整原因：公司自 2025 年半年度利润分配方案披露之日至本公告披露日， 公司以集中竞价交易方式已累计回购 A 股股份 2,469,562 股，导致本次实际参与 分 配 的 股 份 数 发 生 变 动 ， 公 司 实 际 参 与 本 次 利 润 分 ...

Core Viewpoint - The journey of the "Zhenhua 29" cargo ship symbolizes the peak of globalization, which may be coming to an end due to rising tensions in U.S.-China trade relations, particularly concerning Chinese-manufactured port cranes viewed as a national security threat by the U.S. government [1][12]. Group 1: Shipping Journey and Logistics - The "Zhenhua 29" completed one of the longest shipping routes globally, taking three and a half months and covering nearly 20,000 nautical miles, transporting five giant port cranes from Shanghai to various ports in the U.S. and Jamaica [1][11]. - The ship's first stop was Gulfport, Mississippi, after a journey that included navigating through the Indian Ocean and crossing the Atlantic Ocean, highlighting the complexities and dangers of transporting such large equipment [5][16]. - The ship's route was complicated by restrictions at the Panama Canal, requiring it to take a longer path to accommodate the cranes' extended arms [14][15]. Group 2: Industry Context and Market Dynamics - China currently accounts for over 70% of global port crane production, with approximately 80% of cranes used in U.S. ports sourced from China [6][17]. - The U.S. government has proposed a 100% tariff on Chinese-manufactured port cranes, citing national security concerns, which could disrupt supply chains and increase global shipping costs [9][20]. - The U.S. port and terminal operators have expressed that the popularity of Chinese cranes is due to their availability and lower prices, and the proposed tariffs may not effectively address the underlying supply issues [10][20]. Group 3: Political and Economic Implications - U.S. officials have raised unfounded security concerns about the technology in Chinese cranes, suggesting they could be used for espionage, which has been refuted by Chinese officials and contradicted by U.S. Coast Guard inspections that found no security vulnerabilities [8][12][18]. - The U.S. has been criticized for its unilateral and protectionist measures, which may ultimately harm global trade and supply chain stability rather than revitalize its domestic manufacturing sector [10][20].

Core Viewpoint - The journey of the "Zhenhua 29" cargo ship symbolizes the peak of globalization, which may be coming to an end due to rising tensions in U.S.-China trade relations, particularly concerning Chinese-manufactured port cranes [1][5]. Group 1: Shipping Journey and Logistics - The "Zhenhua 29" completed one of the longest shipping routes globally, taking three and a half months to travel nearly 20,000 nautical miles from Shanghai to various ports in the U.S. and Jamaica [1]. - The ship's route included a detour around the Cape of Good Hope due to severe weather conditions, highlighting the challenges of transporting large cranes across oceans [4]. - The ship is owned by Shanghai Zhenhua Heavy Industries (ZPMC), the world's largest manufacturer of port cranes, which produces hundreds of cranes annually at its facility in Changxing Island [4][7]. Group 2: U.S.-China Trade Relations - The U.S. government views Chinese port cranes as a national security threat, despite a lack of evidence to support these claims, as confirmed by inspections that found no security vulnerabilities [1][6]. - The Biden administration has proposed tariffs of 100% on Chinese-manufactured port cranes, citing concerns over technology transfer and intellectual property [6][7]. - U.S. port operators have expressed that high tariffs could disrupt supply chains and increase shipping costs, as Chinese cranes are favored for their availability and lower prices [7]. Group 3: Industry Impact and Future Outlook - China currently accounts for over 70% of global port crane production, with approximately 80% of U.S. port cranes sourced from China [5]. - The U.S. has lost domestic crane manufacturing capacity over the past few decades, and establishing sufficient production capabilities in the U.S. could take around ten years [7]. - The Chinese government has defended its crane manufacturing industry as a result of technological innovation and market competition, arguing that U.S. claims lack factual basis and economic rationale [7].