| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300065 | 海兰信 | 4.36 Z | 11.84% | -6940.52万 | -1.88% | -3.6714 | -9.95% | | 300589 江龙船艇 | | 34.37万 | 0.09% | 915.82万 | 2.38% | -950.19万 | -2.47% | | 300600 | 国瑞科技 | -567.88万 | -6.85% | 117.68万 | 1.42% | - 450.20万 | 5.43% | | 300810 | 出典求日 | -817.36万 | -5.83% | -9373.00 | -0.01% | 818.30万 | 5.84% | | 601890 亚星锚链 | | -1773.83万 | -4.95% | -1051.70万 | -2.93% | 2825.53万 | 7.88% | | 600764 | 中 ...

证券之星消息，1月29日航海装备板块较上一交易日下跌0.65%，中船防务领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。航海装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300065 | 海兰信 | 24.00 | 4.12% | 106.44万 | 25.56 Z | | 600150 | 中国船舶 | 34.57 | -0.35% | 99.66万 | 34.18 Z | | 300810 | 中利海讯 | 41.00 | -0.73% | 4.44万 | 1.84亿 | | 300589 | 江龙船艇 | 17.98 | -0.77% | 21.21万 | 3.81亿 | | 300600 | 園瑞科技 | 14.11 | -1.67% | 4.86万 | 6889.93万 | | 601890 | 亚是锚链 | 10.63 | -1.94% | 29.22万 | 3.12亿 | | 300008 | 天海 ...

从资金流向上来看，当日航海装备板块主力资金净流入7416.14万元，游资资金净流出4187.8万元，散户 资金净流出3228.33万元。航海装备板块个股资金流向见下表： 证券之星消息，1月28日航海装备板块较上一交易日下跌0.57%，海兰信领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。航海装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300589 | 江龙船艇 | 18.12 | 0.89% | 28.94万 | 5.29亿 | | 300810 | 中科海讯 | 41.30 | 0.58% | 4.47万 | · 1.84亿 | | 600685 | 中船防务 | 33.15 | 0.00% | 17.09万 | 5.67亿 | | 601890 | 亚星锚链 | 10.84 | -0.18% | 1 31.38万 | 3.40亿 | | 600150 | 中国船舶 | 34.69 | -0.60% | 95 ...

Investment Highlights - The report emphasizes the growth potential driven by AI and the reversal of the anti-involution cycle in the manufacturing sector [1] - Key companies highlighted include Yokogawa Precision, Zhejiang Rongtai, Shanghai Yanpu, and SANY Heavy Industry among others [2][3] Industry Performance - The report notes significant performance in various sectors, with the best-performing indices being the construction materials sector (+9.23%), oil and petrochemicals (+7.71%), and steel (+7.31%) for the week ending January 23, 2026 [5][23] - In the manufacturing sector, the top indices were the photovoltaic concept index (+9.33%), aerospace and military theme index (+7.65%), and new energy concept index (+7.44%) [5][24] Key Industry Trends - The report discusses the rapid rise of space photovoltaic technology and the integration of the nuclear fusion industry in the U.S., highlighting technological breakthroughs and increased international cooperation [4][6][9] - The EDA (Electronic Design Automation) industry is noted for its consolidation and the potential for domestic breakthroughs, driven by government support and strategic acquisitions [11][12][14] Company-Specific Insights - China Shipbuilding Industry Company is expected to benefit from asset integration within the group, improving competitive dynamics and operational efficiency [15][16] - The report forecasts significant profit growth for key companies, with expected net profits for 2025-2027 showing substantial increases, particularly for companies like China Shipbuilding [17][21] Investment Recommendations - The report suggests focusing on core positions and flexible targets within the EDA sector, as domestic companies are positioned for significant growth due to increased policy support and market demand [11][17] - Specific companies to watch include Huada Jiutian, Gelun Electronics, and Guangli Micro [17]

行业深度研究 | 航海装备Ⅱ 船舶：国家队破局高端，民企新秀势头强劲 船舶行业系列报告之一 摘要内容 回顾 2025 年，受多重因素叠加影响，全球新船市场交易节奏放缓：一边是 新船价格持续处于相对高位，另一边是航运运价相对低迷，形成价格错位； 同时，美国加征关税及相关 301 调查带来的贸易限制与不确定性，则进一步 加剧了船东的观望情绪。而转机在于，2025 年 11 月 9 日，美国贸易代表办 公室（USTR）已宣布暂停一年对中国针对海运、物流和造船行业以获取主 导地位的 301 调查行动。 展望 2026 年，全球各主要船型景气度预计向好：1）集装箱船：密切关注红 海复航情况，支线型集装箱船有望成为亮点；2）散货船：2025 年 11 月投 产的西芒杜铁矿预计在未来几年内将重塑全球铁矿石的贸易流向，并为散货 航运市场带来增长；3）油轮：OPEC+已逐步开启增产，美制裁俄导致运力 供需紧张。 重点标的分析： 中国船舶：中国船舶是中国船舶集团有限公司核心军民品主业上市公司，下 属有江南造船、大连船舶、武昌船舶、广船国际、外高桥造船和澄西船舶修 造等 22 家子公司。沪东中华后续亦承诺三年内注入上市公司主体。中 ...

本期内容提要：中船集团知乎号获评2025年度影响力政务号；广船国际两船接连完工交付；中船资管 （北京）公司召开2026年度工作会暨党建工作会；中船风帆举办1月职工集体生日会；外高桥造船喜迎 今冬初雪。 | 来 源：中船集团新闻宣传中心/中国船舶报社 | 一 审：曹山泉 | 二 审：项 丽 | 三 审：甘丰录 | 责 编：方 浩/王润超 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300065 | 海兰信 | 2145.38万 | 0.64% | 3856.81万 | 1.14% | -6002.19万 | -1.78% | | 300810 中科海讯 | | -767.68万 | -4.18% | 113.65万 | 0.62% | 654.03万 | 3.57% | | 600764 中国海防 | | -795.22万 | -2.42% | -797.61万 | -2.42% | 1592.82万 | 4.84% | | 601890 亚星锚链 | | -1828.27万 | -3.17% | -498.12万 | -0.86% | 2326.40万 | 4.03% | | 300600 国瑞科技 | | -2058.76万 | -17.08% | 94.66万 | 0.79% | 1964.10万 | 16.30% | | 300589 ...

该船建造技术复杂、工艺要求极高，对项目管理的系统性、创新性提出了严峻考验。此次出坞，船舶完 整性状态良好，标志着前期建造策划的成功，其中8甲以下活动坡道已实现完整性功能效用，同时，5甲 以下坡道防滑沙铺设作业也全部完工。 1月21日，中船广船国际为韩国HMM公司建造的10800车LNG双燃料汽车运输船(PCTC)1号船在广州南 沙出坞。 10800车LNG双燃料汽车运输船是目前中国建造的最大汽车运输船，采用LNG/燃油双燃料动力系统，满 足国际海事组织TierⅢ排放标准。该船船长230米、型宽40米、结构吃水10.5米，采用LNG双燃料技术， 兼顾环保与高效。其14层汽车甲板设计(含5层活动甲板)可灵活装载电动汽车、氢能源汽车及重型卡车 等多元货物，单船最大载车量达10800辆。 资讯编辑：王芳琴 021-66896877 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引 ...

（文章来源：中国新闻网） 1月21日，HMM10800车LNG双燃料汽车运输船(PCTC)1号船在广州南沙出坞。钟伟摄 该船建造技术复杂、工艺要求极高，此次出坞，船舶完整性状态良好。 中新社广州1月22日电据中国船舶旗下广船国际22日通报，由广船国际为韩国HMM公司建造的10800车 LNG双燃料汽车运输船(PCTC)1号船21日在广州南沙出坞。 10800车LNG双燃料汽车运输船是目前中国建造的最大汽车运输船，船长230米、型宽40米、结构吃水 10.5米，采用LNG(液化天然气)/燃油双燃料动力系统，兼顾环保与高效。其14层汽车甲板设计(含5层活 动甲板)可灵活装载电动汽车、氢能源汽车及重型卡车等多元货物，单船最大载车量达10800辆。 ...

Core Viewpoint - The China Shipbuilding sector has shown a positive performance with a 2.73% increase, ranking 10th among concept sectors, driven by significant gains in stocks such as China Shipbuilding Defense and China Power [1][2]. Group 1: Market Performance - As of January 22, the China Shipbuilding sector saw 9 stocks rise, with China Shipbuilding Defense, China Power, and China Marine Defense leading with increases of 7.49%, 7.30%, and 2.85% respectively [1]. - The top-performing concept sectors included domestic aircraft carriers with a 3.82% increase and combustible ice at 3.57%, while the China Shipbuilding sector followed closely with a 2.73% rise [2]. Group 2: Capital Inflow - The China Shipbuilding sector experienced a net capital inflow of 742 million yuan, with 9 stocks receiving inflows, and 6 stocks exceeding 10 million yuan in net inflow [2]. - China Shipbuilding led the inflow with 491 million yuan, followed by China Shipbuilding Defense and China Power with inflows of 142 million yuan and 36.77 million yuan respectively [2][3]. Group 3: Capital Flow Ratios - The top stocks by net capital inflow ratio included China Shipbuilding at 10.70%, China Shipbuilding Defense at 8.18%, and Kunshan Intelligent at 6.45% [3]. - The trading turnover rates for these stocks were also notable, with China Shipbuilding at 1.69% and China Shipbuilding Defense at 6.32% [3].