CSICPCL(600482)
Search documents
中国动力:公司研发费用列示严格遵循会计准则
Zheng Quan Ri Bao Zhi Sheng· 2025-12-12 13:10
(编辑 丛可心) 证券日报网讯 12月12日,中国动力在互动平台回答投资者提问时表示,公司研发费用列示严格遵循会 计准则,主要用于自主技术研发与产品迭代。与关联方的合作均通过市场化协议开展,研发成果权属清 晰,不存在费用转嫁情形。 ...
中国动力:公司今年10月份交付的低速柴油机主要为2023年的订单
Zheng Quan Ri Bao· 2025-12-12 12:37
(文章来源:证券日报) 证券日报网讯 12月12日,中国动力在互动平台回答投资者提问时表示,公司今年10月份交付的低速柴 油机主要为2023年的订单,目前产能利用率较高,公司将持续通过产能结构调整、产线优化、轮班等多 种方式提升产能利用率,进而增加产值。 ...
造船行业2026年投资策略:散货船+油轮复苏,需求二次加速阶段已至
GF SECURITIES· 2025-12-12 06:40
Core Insights - The shipbuilding industry is entering a recovery phase, with a significant increase in new orders for bulk carriers and oil tankers, indicating a demand acceleration [5][13][34] - The overall new ship orders in November showed a year-on-year growth of 3.5% in CGT, 37.6% in DWT, and 20.1% in monetary value, marking the first positive growth of the year [5][13] - The demand for Capesize bulk carriers is expected to rise due to the commencement of the Simandou iron ore project, which will significantly impact global shipping patterns [34][35] Section Summaries 1. Recent Updates: Recovery in Bulk Carrier and Oil Tanker Orders - November saw the first year-on-year increase in new ship orders, primarily driven by bulk carriers and oil tankers, with significant growth rates observed [5][13] - The total new ship orders reached 116 million DWT, with a notable acceleration in the second half of the year due to improved market conditions [5][13] 2. Bulk Carriers: Changes in Iron Ore Shipping Dynamics - The Simandou iron ore project is expected to alter the shipping landscape, with its production capacity potentially accounting for 10% of China's iron ore imports in 2024 [34][35] - The demand for Capesize vessels is projected to increase significantly, with estimates suggesting a need for an additional 22-23 Capesize ships in the near term [35] 3. Oil Tankers: Long-term Supply Shortages and Renewal Demand - The average age of the oil tanker fleet exceeds 14 years, with a significant portion of the fleet being over 20 years old, leading to a long-term supply shortage [65][71] - The current order book for oil tankers is insufficient to meet the renewal needs of aging vessels, indicating a tightening supply situation [65][71] 4. Container Ships: Changes Under Pressure, Support for Feeder Vessels - The container ship market has been influenced by geopolitical factors, with the Red Sea conflict causing rerouting and impacting effective capacity [79][82] - The demand for feeder vessels remains strong despite uncertainties surrounding the full restoration of Red Sea shipping routes [79][82] 5. LNG Ships: Natural Gas Capacity Expansion Driving New Orders - The expansion of natural gas production capacity is expected to drive an increase in new LNG ship orders, reflecting a growing demand for cleaner energy transportation [5][19]
中国动力:长期以来公司柴油机和燃气轮机产品广泛应用于陆用、海上发电领域
Zheng Quan Ri Bao Zhi Sheng· 2025-12-09 12:37
(编辑 楚丽君) 证券日报网讯 12月9日,中国动力在互动平台回答投资者提问时表示,长期以来公司柴油机和燃气轮机 产品广泛应用于陆用、海上发电领域。面对数据中心对柴油发电机组的需求,公司正在积极布局相关领 域,研究开发适配产品,以满足客户需求。 ...
中国动力:目前子公司产能结构合理,暂无扩充产能计划
Zheng Quan Ri Bao· 2025-12-09 10:16
证券日报网讯 12月9日,中国动力在互动平台回答投资者提问时表示,公司子公司中船河柴生产的中高 速柴油机产品主要应用于防务产业、陆用发电等领域,目前产能结构合理,暂无扩充产能计划。 (文章来源:证券日报) ...
中国动力:公司一直对股价及资本市场情况高度关注
Zheng Quan Ri Bao· 2025-12-09 10:16
证券日报网讯 12月9日,中国动力在互动平台回答投资者提问时表示,公司一直对股价及资本市场情况 高度关注,坚持以提高公司质量为基础,提升经营效率和盈利能力,并结合多种方式,推动上市公司投 资价值合理反映上市公司质量。 (文章来源:证券日报) ...
中国动力(600482.SH):面对数据中心对柴油发电机组的需求,公司正在积极布局相关领域
Ge Long Hui· 2025-12-09 08:19
格隆汇12月9日丨中国动力(600482.SH)在投资者互动平台表示,长期以来公司柴油机和燃气轮机产品广 泛应用于陆用、海上发电领域。面对数据中心对柴油发电机组的需求,公司正在积极布局相关领域,研 究开发适配产品,以满足客户需求。 ...
三大股指略有分化,创业板指半日涨1.07%
Mei Ri Jing Ji Xin Wen· 2025-12-09 04:25
每经记者|刘明涛 每经编辑|赵云 12月9日,A股大小指数分化,截至上午收盘,上证指数跌0.13%报3918.83点,深证成指涨0.09%,创业 板指涨1.07%,北证50跌1.1%,科创50跌0.04%,中证A500跌0.18%,A股半日成交1.26万亿元。 | 创业板指 | | 399006 | ਐੱ | | --- | --- | --- | --- | | 5272 | 56 | +34.12 +1.07% | | | SZSE 11:30:03 交易中 | | 沪深市场核心指数 / ■ + | | | 会额 | | | 3559.30亿 | | 成交量 | | | 127.62亿 | | 开盘 | | | 3183.61 (-0.21%) | | 最高 | | | 3235.54 ( 1.42%) | | 最低 | | | 3175.51 (-0.46%) | | 市公室TIM | 41.1 | 市冷蒸Մ | 5.29 | | 5日 | 4.99% | 20日 | 2.87% | | 60日 | 9.93% | 交在 | 50.56% | | 52周高 | 3331.86 | 52周低 | 1756 ...
中船系板块早盘拉升,中国船舶涨近5%
Mei Ri Jing Ji Xin Wen· 2025-12-09 01:49
每经AI快讯,12月9日,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。 (文章来源:每日经济新闻) ...
中国动力(600482.SH):公司柴油机产品长期以来广泛应用于陆用、船用发电领域
Ge Long Hui· 2025-12-08 10:51
格隆汇12月8日丨中国动力(600482.SH)在投资者互动平台表示,公司柴油机产品长期以来广泛应用于陆 用、船用发电领域。 ...