格隆汇10月16日丨中船防务(600685.SH)发布2025年半年度权益分派实施公告，本次利润分配以方案实 施前的公司总股本14.14亿股为基数，每股派发现金红利0.08元（含税），共计派发现金红利1.13亿元 （含税）。 股权登记日2025年10月22日，现金红利发放日2025年10月23日。 ...

格隆汇10月16日丨中船防务(00317.HK)公布，集团将于2025年10月30日(星期四)举行公司董事会会议， 以审议集团截至2025年9月30日止九个月未经审计的2025年第三季度报告及其他事宜(如有)。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，幷明確表示，概不對因本公告全部或任何部份內容而産生或因倚賴該等內 容而引致的任何損失承擔任何責任。 （在中華人民共和國註冊成立之股份有限公司） （H 股股票代碼：00317） 海外監管公告 本公司董事會及全體董事保證本公告內容不存在任何虛假記載、誤導性陳 述或者重大遺漏，並對其內容的真實性、準確性和完整性承擔法律責任。 此海外監管公告是根據香港聯合交易所有限公司證券上市規則第 13.10B 條發出。以下為中船海洋與防務裝備股份有限公司於上海證券交易所網站 (www.sse.com.cn）所刊發之【中船防務 2025 年半年度權益分派實施公 告】。 承董事會命 中船海洋與防務裝備股份有限公司 公司秘書 李志東 证券代码：600685 证券简称：中船防务 公告编号：2025-044 中船海洋与防务装备股份有限公司 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： 每股分配比 ...

证券之星消息，10月16日航海装备板块较上一交易日下跌0.39%，国瑞科技领跌。当日上证指数报收于 3916.23，上涨0.1%。深证成指报收于13086.41，下跌0.25%。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) | | --- | --- | --- | --- | --- | --- | | 300810 | 中积海讯 | 50.10 | 4.94% | 13.10万 | 6.46 Z | | 600150 | 中国船舶 | 35.29 | -0.11% | 66.48万 | 23.51亿 | | 300065 | 海兰信 | 19.34 | -0.21% | 54.61万 | 10.45 Z | | 600685 | 中船防务 | 26.89 | -1.32% | - 10.04万 | 2.71亿 | | 601890 | 亚星锚链 | 9.71 | -1.42% | 24.54万 | 2.38亿 | | 300008 | 天海防务 | 6.39 | -1.69% | 48.33万 | 3.10亿 | | 300589 | 江龙船 ...

Core Points - The New Zealand government has awarded a contract to China Shipbuilding Group's Guangzhou Shipyard International for the construction of two large roll-on/roll-off ferries [1][2] - Each ferry will be 200 meters long, capable of carrying approximately 1,500 passengers and 40 train carriages, with an expected delivery date in 2029 [1] - The project was initially planned to be constructed by South Korea's Hyundai Heavy Industries but was canceled due to significant cost overruns in port infrastructure [2] Company and Industry Summary - The contract for the ferries marks a significant collaboration between New Zealand and a Chinese shipbuilding company, indicating a shift in procurement strategies following the cancellation of the previous project [1][2] - The specific cost of the new ferries is still under negotiation, highlighting ongoing discussions regarding project financing and budget management [2]

Core Points - New Zealand government has awarded a contract to China Shipbuilding Group's Guangzhou Shipyard International for the construction of two large ferries, replacing the previously canceled iReX project with South Korea's Hyundai Heavy Industries [1][5] - The new ferries are expected to save taxpayers "billions of New Zealand dollars" and are projected to be delivered by 2029 [1][6] Group 1: Project Background - The iReX project was initiated in 2020 to replace aging inter-island ferries, but was canceled in December 2023 due to a significant cost overrun, with total costs ballooning from an initial budget of NZD 1.45 billion to NZD 4 billion [5][6] - The average age of the current ferry fleet in New Zealand is 28 years, leading to frequent breakdowns and operational disruptions [2][4] Group 2: New Ferry Specifications - The new ferries will each be 200 meters long, accommodating 1,500 passengers and providing 2.4 kilometers of lane space for trucks, cars, and 40 railway carriages [4] - Infrastructure upgrades will accompany the new ferries, including new docks and ferry connection bridges at Picton and Wellington ports [4] Group 3: Financial Implications - The cancellation of the iReX project resulted in a total expenditure of NZD 671 million without any ferries being produced, including NZD 449 million for land-side infrastructure and project management costs [6] - The current government aims to control project costs within the original 2020 budget, emphasizing the potential for significant savings for taxpayers [6][8] Group 4: Industry Context - China is currently the world's largest shipbuilding nation, with a shipbuilding volume exceeding that of all other countries combined [7] - The global shipbuilding industry is experiencing volatility due to U.S. policies, but trade with Chinese shipbuilders remains unaffected [7][8]

Group 1 - The core viewpoint of the news is that the China Shipbuilding sector has shown a positive performance with a 0.83% increase, ranking 7th among concept sectors, driven by several stocks like Kunshan Intelligent and China Shipbuilding [1][2] - Within the China Shipbuilding sector, eight stocks experienced gains, with Kunshan Intelligent leading at a 6.40% increase, followed by China Shipbuilding and China Ship Defense with increases of 1.73% and 1.25% respectively [1][3] - The sector saw a net inflow of 303 million yuan from main funds, with China Shipbuilding receiving the highest net inflow of 264 million yuan [2][3] Group 2 - The main fund inflow ratios for leading stocks in the China Shipbuilding sector were 10.47% for China Ship Defense, 8.07% for Kunshan Intelligent, and 6.36% for China Shipbuilding [3][4] - The trading volume and turnover rates for key stocks in the sector were notable, with Kunshan Intelligent having a turnover rate of 14.18% and China Shipbuilding at 1.56% [3][4] - Stocks that faced declines included China Ship Special Gas and ST Emergency, with decreases of 4.93% and 1.20% respectively [1][4]

Core Insights - The marine equipment sector experienced a rise of 1.48% on October 14, with Jianglong Shipbuilding leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Sector Performance - Jianglong Shipbuilding (300589) closed at 13.40, up 3.16% with a trading volume of 221,800 shares and a transaction value of 295 million [1] - China Shipbuilding (600150) closed at 35.29, up 1.73% with a trading volume of 1,172,800 shares and a transaction value of 4.145 billion [1] - Tianhai Defense (300008) closed at 6.54, up 1.71% with a trading volume of 1,085,800 shares and a transaction value of 710 million [1] - Other notable performers include China Marine Defense (600685) and China Haifang (600764), with respective increases of 1.25% and 1.18% [1] Capital Flow - The marine equipment sector saw a net inflow of 434 million from institutional investors, while retail investors experienced a net outflow of 223 million and 212 million respectively [1] - Detailed capital flow for key stocks indicates that China Shipbuilding had a net inflow of 30 million from institutional investors, while Tianhai Defense saw a net inflow of 70.72 million [2] - Conversely, Guorui Technology (300600) experienced a significant net outflow of 24.69 million from institutional investors [2]

中船防务（600685）(00317)午后涨近6%，截至发稿，涨4.72%，报15.75港元，成交额8021.74万港元。 值得注意的是，10月10日，交通运输部发布《关于对美船舶收取船舶特别港务费的公告》，10月14日 起，对美船舶收取船舶特别港务费。申万宏源表示，中国对美反制，航运船舶再迎历史机会。后续重点 跟踪：如果美资参股中国制造的船舶豁免，中国造船订单有望爆发；中美和谈，美国301调查同步取 消，利好造船；中美和谈，中国采购美国油，运距拉长。 消息面上，交通运输部会同工信部等部门对我国航运业、造船业和相关产业链供应链安全和发展利益受 美301调查影响或可能影响情况，相关企业、组织或个人是否存在实施、协助、支持美国在航运业、造 船业及相关产业链供应链对我国采取歧视性限制措施的行为，及其他相关事项开展调查。 ...

Core Viewpoint - China Shipbuilding Industry is experiencing a positive market reaction, with China Shipbuilding Defense (00317) seeing a nearly 6% increase in stock price, attributed to government investigations into the impact of U.S. 301 investigations on the shipping and shipbuilding industries [1] Group 1: Market Reaction - China Shipbuilding Defense's stock rose by 4.72% to HKD 15.75, with a trading volume of HKD 80.2174 million [1] Group 2: Government Actions - The Ministry of Transport, in collaboration with the Ministry of Industry and Information Technology, is investigating the potential impacts of U.S. 301 investigations on China's shipping and shipbuilding industries, focusing on discriminatory measures against Chinese entities [1] - Starting from October 14, the Ministry of Transport announced a special port fee for U.S. vessels, indicating a retaliatory measure against U.S. actions [1] Group 3: Future Outlook - Shenwan Hongyuan suggests that China's countermeasures could present historical opportunities for the shipping industry, particularly if U.S. investments in Chinese shipbuilding are exempted, potentially leading to a surge in shipbuilding orders [1] - The potential for U.S.-China negotiations to lead to the cancellation of the 301 investigation could be beneficial for the shipbuilding sector, alongside the possibility of China purchasing U.S. oil, which would increase shipping distances [1]