Group 1 - Changan Automobile plans to repurchase company shares with an investment of 1 billion to 2 billion RMB, with a repurchase price cap not exceeding 150% of the average trading price over the last 30 trading days before the board's approval [1] - Zhonggu Logistics intends to invest up to 1.16 billion RMB to construct two 6000 TEU container ships, aiming to enhance its competitive edge in container transportation [2] - Huibo Pu signed a contract worth 225 million USD (approximately 1.596 billion RMB) with NK Petroleum Company for the Naft Khana oilfield rehabilitation project, expected to positively impact the company's performance in 2026-2027 [3] Group 2 - ZTE Technology clarified that it is not involved in space photovoltaic business despite media reports, focusing instead on HJT solar cell products for ground applications [4] - ZTO Express forecasts its revenue for 2025 to be between 48.5 billion and 50 billion RMB, representing a growth of approximately 9.5% to 12.9% from 2024, driven by an increase in package volume [5] - Tiantong Co. announced it does not produce commercial satellites or optical module products, maintaining its focus on electronic materials and high-end specialized equipment [6] Group 3 - Guangdong Construction won a bid for a 1.524 billion RMB project to build a 2GWh three-dimensional solid-state lithium battery manufacturing base [7] - Jing Sheng Electric stated that the application scenarios for "space photovoltaic" are still in the exploratory phase, with significant uncertainties in the industrialization process [8][9] - Shuangliang Energy confirmed it has not engaged in space photovoltaic-related business, with its current products focused on polysilicon reduction furnace systems and high-efficiency solar modules [10] Group 4 - Vision China’s wholly-owned subsidiary plans to invest 1.7 million USD to subscribe for 56.67% of a fund managed by Wonderland International Asset Management, focusing on cutting-edge AI technologies [11] - Jinjing Technology noted that the TCO glass market is still relatively small, with minimal impact on its revenue from TCO glass sales expected in 2025 [12] - HeSteel Resources announced that its South African subsidiary has suspended underground mining due to severe flooding, which is expected to adversely affect the company's annual production and sales plan [13]

中船防务（600685）(600685.SH)发布公告，公司控股子公司中船黄埔文冲船舶有限公司与 EVERGREEN MARINE(ASIA)PTE.LTD.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。上述合同为公司日常经营销售合同，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讯，中船防务(600685.SH)发布公告，公司控股子公司中船黄埔文冲船舶有限公司与 EVERGREEN MARINE (ASIA) PTE.LTD.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。上述合同为公司日常经营销售合同，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。 ...

格隆汇2月4日丨中船防务(600685.SH)公布，中船海洋与防务装备股份有限公司控股子公司中船黄埔文 冲船舶有限公司与 EVERGREEN MARINE (ASIA) PTE.LTD.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。 ...

重要内容提示: 对上市公司当期业绩的影响：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。本合同对公司业务独立性无重大影响，公司主营业务不会 因履行合同而对合同对方形成重大依赖。 证券简称：中船防务 股票代码：600685 公告编号：2026-002 中船海洋与防务装备股份有限公司 关于自愿披露签订日常经营重大合同的公告 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个别及连带责任。 中船海洋与防务装备股份有限公司（以下简称"公司"或"本公司"）控股 子公司中船黄埔文冲船舶有限公司与 EVERGREEN MARINE (ASIA) PTE.LTD.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。 一、审议程序情况 上述日常经营合同无需经本公司董事会、股东会审议。 二、合同标的和对方情况 （一）合同标的情况 本合同标的为 16 艘 3000TEU 集装箱船 （二）合同对方情况 1.公司名称：EVERGREEN MARINE (ASIA) PTE.LTD. 2.公司类型：外资企业 3. ...

格隆汇2月4日｜中船防务公告，控股子公司中船黄埔文冲船舶有限公司与EVERGREEN MARINE (ASIA) PTE.LTD.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。合同 履行期限自合同签约生效至船舶交付，计划交付时间为2028至2030年或之前。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。 ...

中船防务公告称，公司控股子公司中船黄埔文冲船舶有限公司与EVERGREEN MARINE (ASIA) PTE.LTD.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。该合同为公 司日常经营销售合同，预计将对公司现金流及后续经营业绩产生积极影响。本合同对公司业务独立性无 重大影响，公司主营业务不会因履行合同而对合同对方形成重大依赖。 ...

Core Viewpoint - The maritime equipment sector experienced a 1.5% increase on February 4, with Jianglong Shipbuilding leading the gains. The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1]. Group 1: Market Performance - Jianglong Shipbuilding (300589) closed at 19.17, up 3.73% with a trading volume of 468,400 shares and a transaction value of 903 million yuan [1]. - Hailan Technology (300065) closed at 29.28, up 3.10% with a trading volume of 2,379,500 shares and a transaction value of 6.94 billion yuan [1]. - Yaxing Guolian (601890) closed at 11.22, up 2.56% with a trading volume of 816,100 shares and a transaction value of 91.8 million yuan [1]. - China Shipbuilding (600150) closed at 35.11, up 1.42% with a trading volume of 1,104,600 shares and a transaction value of 3.889 billion yuan [1]. Group 2: Capital Flow - The maritime equipment sector saw a net outflow of 392 million yuan from institutional investors, while retail investors contributed a net inflow of 267 million yuan [1]. - Jianglong Shipbuilding had a net inflow of 82.05 million yuan from retail investors, but a net outflow of 19.95 million yuan from speculative funds [2]. - China Shipbuilding experienced a net inflow of 1.02 million yuan from institutional investors, but a net outflow of 2.55 million yuan from speculative funds [2].

记 者丨 谭 咏 编 辑丨张 星 重吨,同比增长11.4%,占全球市场总量的 56.1%。在全球航运市场周期性波动、新船订单增 速放缓的背景下,中国造船完工量仍实现11%增 长,这说明中国船企的订单执行、生产效率和供应 链管理能力强,能有效应对外部不确定性。 新接订单量10782万载重吨,占全球市场总量 的69%。也就是说,2025年全球近7成的新船需求 都流向了中国的船厂。 截至12月末,手持订单量27442万载重吨,同 比增长31.5%,占全球市场总量的66.8%,手持订 单量再创历史新高。 中国不仅是全球最大造船国,更是全球船东最 大供应商。中国船舶工业行业协会最新数据显示, 2025年1~12月，出口船舶占全国造船完工量、新 接订单量、手持订单量的比重为89.3%、88.2%和 92.4%。这组数据证明中国造船在技术、质量、交 付周期以及成本等方面受到国际船东的广泛认可。 2025年我国造船业 指标领跑全球 (单位:万载重吨) 占世界总量比重 27442 10782 5369 造船完工量 新接订单量 手持订单量 (截至12月底) 56.1% 69.0% 66.8% 数据来源:工信部 2025年 我国船 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中船海洋與防務裝備股份有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00317 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 592,071,197 | RMB | | 1 RMB | | 592,071,197 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 592,071,197 | RMB | | 1 RMB | | 592,071,197 | | 2. 股份分類 | 普通股 | 股份 ...