中船防务（00317）盘中涨超5%，截至发稿，股价上涨4.57%，现报16.95港元，成交额1.04亿港元。 中船防务（00317）盘中涨超5%，截至发稿，股价上涨4.57%，现报16.95港元，成交额1.04亿港元。 中船防务近日公布，控股子公司中船黄埔文冲船舶有限公司与EVERGREEN MARINE（ASIA）签订16 艘支线集装箱船建造合同，合同交易总金额7.36亿美元至8.96亿美元之间。计划2028-2030年或之前交 付。合同的履行预计将对公司现金流及后续经营业绩产生积极影响。 值得注意的是，中船防务预计公司2025年归母净利润同比增长150%-197%。浙商证券发布研报称，2025 年公司业绩显着增长主要系船舶产品收入及生产效率有所提升，产品毛利同比改善；联营企业经营业绩 显着提升，参股公司分红金额增加，公司确认投资收益同比大幅增加。据悉，中船防务控股公司黄埔文 冲与参股公司广船国际为核心造船企业。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 客户端 中船防务近日公布，控股子公司中船黄埔文冲船舶有 ...

每经AI快讯，中船防务(00317.HK)早盘涨超5%，截至发稿，涨4.38%，报16.92港元，成交额7142.97万 港元。 ...

中船防务此前发布盈喜公告称，预计公司2025年归母净利润同比增长150%-197%。浙商证券（601878） 表示，2025年公司业绩显着增长主要系船舶产品收入及生产效率有所提升，产品毛利同比改善；联营企 业经营业绩显着提升，参股公司分红金额增加，公司确认投资收益同比大幅增加。据悉，中船防务控股 公司黄埔文冲与参股公司广船国际为核心造船企业。 中船防务（600685）(00317)早盘涨超5%，截至发稿，在4.38%，报16.92港元，成交额7142.97万港元。 消息面上，中国商务部公告，决定将三菱造船株式会社等参与提升日本军事实力的20家日本实体列入出 口管制管控名单。据悉，中船防务旗下黄埔文冲近期签订重大造船合同，交易总金额7.36亿美元至8.96 亿美元之间。计划2028-2030年或之前交付，预计将对公司现金流及后续经营业绩产生积极影响。 ...

智通财经APP获悉，中船防务(00317)早盘涨超5%，截至发稿，在4.38%，报16.92港元，成交额7142.97 万港元。 消息面上，中国商务部公告，决定将三菱造船株式会社等参与提升日本军事实力的20家日本实体列入出 口管制管控名单。据悉，中船防务旗下黄埔文冲近期签订重大造船合同，交易总金额7.36亿美元至8.96 亿美元之间。计划2028-2030年或之前交付，预计将对公司现金流及后续经营业绩产生积极影响。 中船防务此前发布盈喜公告称，预计公司2025年归母净利润同比增长150%-197%。浙商证券表示，2025 年公司业绩显着增长主要系船舶产品收入及生产效率有所提升，产品毛利同比改善；联营企业经营业绩 显着提升，参股公司分红金额增加，公司确认投资收益同比大幅增加。据悉，中船防务控股公司黄埔文 冲与参股公司广船国际为核心造船企业。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：尧望后势 地区结构上来看，外需多元化特征进一步强化，新兴市场的增量有效填补了美国市场的减量。受关税贸 易摩擦影响，2025年中国对美直接出口明显承压，同比下降19.79%，对出口总规模形成2.91%的拖累。 美国在中国出口中的比重进一步下降3.53pct至11.15%。新兴市场则接棒实现快速增长，成为新的出口 压舱石。除中国港澳台地区外，非洲/东盟/中东地区出口增速靠前，分别实现25.9%/13.64%/9.7%的同比 增长，对出口总规模形成1.29%/2.24%/0.64%的拉动。除此以外，中国对欧盟出口也正在稳步修复，同 比增长8.57%对出口总规模形成1.43%的正向拉动。 产品结构上来看，中国外贸商品结构持续向价值链上游攀升，中高端产品表现突出。2025年电机/电气 产品、机械、汽车、船舶等中高端制造业仍是出口主力，分别为出口总规模带来了 44.10%/17.67%/16.05%/6.99%的拉动。而家具、玩具、袜靴等传统轻工业制品出口规模则在关税摩擦和 产业链外迁的双重打击下出现明显下跌。 一、中国外贸走向多元化、高端化 ...

Core Viewpoint - The shipping sector is experiencing a strong performance, with the shipbuilding ETF (560710) showing significant gains due to heightened geopolitical tensions and increased demand for shipping services, particularly in oil transportation [1] Group 1: Market Performance - On February 12, the shipping sector strengthened, with the shipbuilding ETF (560710) reaching an intraday increase of 3.15%, closing with a gain of 2.20% [1] - Key stocks in the index, such as China Merchants Energy and COSCO Shipping Energy, hit the daily limit, while China Merchants South Oil and China Shipbuilding Defense saw increases exceeding 4% [1] Group 2: Market Drivers - Since 2026, geopolitical tensions have escalated, leading to increased optimism among shipowners and a rise in overseas shipowners controlling the market [1] - Recent oil shipping rates have remained high, with the Middle East to China VLCC TCE maintaining above $120,000 [1] Group 3: Long-term Outlook - Research institutions suggest that the aging global fleet and structural changes due to decarbonization in the shipping industry will provide long-term support [1] - In the short term, the synergy between oil and bulk shipping is expected to elevate freight rates, which may benefit the upstream shipbuilding industry [1] Group 4: Investment Opportunities - Investors interested in the shipping-related industry are encouraged to consider the shipbuilding ETF (560710), which tracks the CSI Selected Shipping Industry Index (932420) [1] - This ETF includes 40 representative listed companies involved in ship materials, ship supporting, ship manufacturing, and shipping, facilitating investment in the marine economy sector [1]

值得注意的是，中船防务预计公司2025年归母净利润同比增长150%-197%。浙商证券发布研报称，2025 年公司业绩显着增长主要系船舶产品收入及生产效率有所提升，产品毛利同比改善；联营企业经营业绩 显着提升，参股公司分红金额增加，公司确认投资收益同比大幅增加。据悉，中船防务控股公司黄埔文 冲与参股公司广船国际为核心造船企业。 消息面上，中船防务近日公布，控股子公司中船黄埔文冲船舶有限公司与EVERGREEN MARINE(ASIA)签订16艘支线集装箱船建造合同，合同交易总金额7.36亿美元至8.96亿美元之间。计划 2028-2030年或之前交付。合同的履行预计将对公司现金流及后续经营业绩产生积极影响。 智通财经APP获悉，中船防务(00317)再涨超4%，截至发稿，涨3.57%，报15.94港元，成交额9031.81万 港元。 ...

消息面上，中船防务近日公布，控股子公司中船黄埔文冲船舶有限公司与EVERGREEN MARINE(ASIA)签订16艘支线集装箱船建造合同，合同交易总金额7.36亿美元至8.96亿美元之间。计划 2028-2030年或之前交付。合同的履行预计将对公司现金流及后续经营业绩产生积极影响。 值得注意的是，中船防务预计公司2025年归母净利润同比增长150%-197%。浙商证券（601878）发布研 报称，2025年公司业绩显着增长主要系船舶产品收入及生产效率有所提升，产品毛利同比改善；联营企 业经营业绩显着提升，参股公司分红金额增加，公司确认投资收益同比大幅增加。据悉，中船防务控股 公司黄埔文冲与参股公司广船国际为核心造船企业。 中船防务（600685）(00317)再涨超4%，截至发稿，涨3.57%，报15.94港元，成交额9031.81万港元。 ...

Group 1 - The core viewpoint of the news is that China Shipbuilding Defense has seen a significant increase in its stock price, rising 5.42% to 36.00 CNY per share, with a total market capitalization of 50.886 billion CNY and a trading volume of 614 million CNY, marking a cumulative increase of 7.29% over three consecutive days [1] - China Shipbuilding Defense's main business involves high-end marine power equipment research, manufacturing, system integration, sales, and services, with revenue composition primarily from ship products (92.37%), followed by ship repair and modification (4.39%), and other categories [1] Group 2 - The fund "Guotai Junan National Security Mixed A" (001838) has entered the top ten circulating shareholders of China Shipbuilding Defense, holding 6.4274 million shares, which is 0.45% of the circulating shares, resulting in a floating profit of approximately 11.8908 million CNY today [2] - The fund has achieved a year-to-date return of 10.26%, ranking 1468 out of 8882 in its category, and a one-year return of 38.74%, ranking 2618 out of 8127 [2] Group 3 - The fund manager of "Guotai Junan National Security Mixed A" is Li Xuan, who has a tenure of 10 years and 76 days, with the fund's total asset size at 3.052 billion CNY [3] - The best return during Li Xuan's tenure is 62.55%, while the worst return is -30.21% [3] Group 4 - "Guotai Junan National Security Mixed A" reduced its holdings in China Shipbuilding Defense by 510,100 shares in the fourth quarter, now holding 5.9173 million shares, which constitutes 5.52% of the fund's net value, making it the seventh-largest holding [4] - The fund has realized a floating profit of approximately 10.9471 million CNY today, with a cumulative floating profit of 13.7282 million CNY over the past three days [4]

Core Insights - The marine engineering industry has experienced a surge in order announcements since February, indicating strong growth driven by technological upgrades and market demand [1][4] - A variety of A-share listed companies are involved in sectors such as offshore wind power equipment manufacturing, shipbuilding, and marine engineering construction, with order values ranging from hundreds of millions to tens of billions [1] Group 1: Company Announcements - TianShun Wind Power announced new contracts totaling approximately 870 million yuan for offshore wind projects, including significant orders for foundation structures [1] - Shanghai Electric Wind Power Group secured a major contract for a 550,000 kW offshore wind project, marking a strong start to the year with a total capacity of 576 MW [2] - China State Construction Engineering Corporation's subsidiary won a contract worth about 524 million yuan for the construction and installation of wind turbine foundations [2] - China Shipbuilding Industry Corporation's subsidiary signed a contract for the construction of 16 container ships, with a total transaction value between 736 million and 896 million USD [2] Group 2: Industry Trends - The recent order announcements reflect a comprehensive coverage of the entire industry chain, from core equipment like wind turbines and foundation structures to shipbuilding and engineering construction [3] - There is a clear trend towards high-end and large-scale products, with large-capacity wind turbines and heavy-duty foundations becoming mainstream orders, aligning with industry technological advancements [3] - The market is expanding both domestically and internationally, with orders from coastal provinces in China as well as breakthroughs in overseas shipbuilding and marine product deliveries [3] Group 3: Expert Opinions - Experts suggest that the surge in marine engineering orders is a result of dual drivers: domestic renewable energy planning and global marine economic development [4] - The integration of marine engineering with other sectors, such as marine aquaculture, is creating new growth opportunities by diversifying product applications [4] - The industry's competitiveness is increasingly reliant on technological capabilities and production capacity, with a focus on large-scale and high-end equipment [4]