截至12月4日收盘，中船系概念下跌2.42%，位居概念板块跌幅榜前列，板块内，中船防务、久之洋、 中国海防等跌幅居前。 中船系概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600150 | 中国船舶 | -0.98 | 0.66 | -21020.56 | | 600685 | 中船防务 | -4.99 | 5.12 | -8327.31 | | 600764 | 中国海防 | -3.61 | 2.11 | -7539.88 | | 600482 | 中国动力 | -1.62 | 0.78 | -6526.08 | | 300847 | 中船汉光 | -2.77 | 3.45 | -2923.67 | | 300527 | ST应急 | -1.68 | 1.79 | -2658.13 | | 688146 | 中船特气 | -1.01 | 2.00 | -1508.42 | | 300516 | 久之洋 | -4.47 | 8.06 | -1507.63 | | 301311 | ...

证券日报网讯 12月3日，中船防务在互动平台回答投资者提问时表示，公司前三季报的净利润同比提 升、毛利向好，主要是依托在手订单充足及主建船型批量建造优势，生产产量、生产效率稳步提升，同 时，深化成本工程，精细化管理水平进一步提升。 （文章来源：证券日报） ...

证券日报网讯 12月3日，中船防务在互动平台回答投资者提问时表示，目前公司客户以航运公司为主。 （文章来源：证券日报） ...

格隆汇12月3日丨中船防务(600685.SH)在互动平台表示，公司以支线箱船闻名于全球客户，支线箱船手 持订单方面常年保持世界第一。目前公司客户以航运公司为主，分布于欧洲（北欧、中欧和南欧），亚 洲（中东、东南亚、东北亚以及中国台湾），非洲（埃及）以及北美洲（墨西哥）。 ...

Core Insights - The marine equipment sector experienced a slight increase of 0.42% on December 2, with Jianglong Shipbuilding leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Sector Performance - Jianglong Shipbuilding (300589) saw a closing price of 23.24, with a significant increase of 7.34% and a trading volume of 1.0158 million shares, amounting to a transaction value of 234.5 million [1] - Tianhai Defense (300008) closed at 8.23, up 4.31%, with a trading volume of 3.3455 million shares and a transaction value of 272.7 million [1] - Other notable performers include Yuanrui Technology (300600) with a closing price of 16.68, up 1.65%, and China Shipbuilding (600150) with a marginal increase of 0.06% [1] Capital Flow - The marine equipment sector saw a net inflow of 464 million yuan from institutional investors, while retail investors experienced a net outflow of 331 million yuan [1] - The detailed capital flow indicates that Tianhai Defense had a net inflow of 153 million yuan from institutional investors, while it faced a net outflow of 5.647 million yuan from retail investors [2] - Jianglong Shipbuilding had a net inflow of 29.08 million yuan from institutional investors, but a net outflow of 31.0525 million yuan from retail investors [2]

FF301 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: 2025年12月1日 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: 2025年11月30日 狀態: 新提交 | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600685 | 說明 | 於上交所上市之A股 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 821,435,181 | | 0 | | 821,435,181 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 821,435,181 | | 0 | | 821,435,181 | 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 ...

Market Overview - The marine equipment sector experienced a decline of 0.25% on December 1, with China Shipbuilding Defense leading the losses [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Stock Performance - Key stocks in the marine equipment sector showed mixed performance, with HaiLanXin (300065) increasing by 1.90% to a closing price of 17.67, while China Shipbuilding Defense (600685) decreased by 1.64% to 29.37 [1] - The trading volume and turnover for major stocks varied, with Tianhai Defense (300008) having a significant turnover of 1.628 billion [1] Capital Flow - The marine equipment sector saw a net outflow of 595 million from institutional investors, while retail investors contributed a net inflow of 636 million [1] - Detailed capital flow data indicates that several stocks, including China Shipbuilding (600150) and Asia Star Anchor Chain (601890), experienced substantial net outflows from both institutional and retail investors [2]

Group 1 - The China Shipbuilding sector experienced a decline of 0.68%, ranking among the top losers in the concept sector, with notable declines in stocks such as China Shipbuilding Defense, China Shipbuilding Hanguang, and Jiuzhiyang [1] - Among the stocks in the China Shipbuilding sector, only two saw price increases, with China Shipbuilding Special Gas rising by 1.14% and Kunshan Intelligent increasing by 0.51% [1] Group 2 - The China Shipbuilding sector faced a net outflow of 305 million yuan from major funds today, with nine stocks experiencing net outflows, and seven stocks seeing outflows exceeding 10 million yuan [2] - The stock with the highest net outflow was China Shipbuilding Defense, which saw a net outflow of 137.16 million yuan, followed by China Shipbuilding and ST Emergency with net outflows of 42.19 million yuan and 30.49 million yuan, respectively [2]

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: 2025年11月30日 狀態: 新提交 | 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 | | | | | | | | | | 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 | | | | 本月底結存 | | | 592,071,197 | RMB | | 1 RMB | | 592,071,197 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- ...

Core Viewpoint - The report highlights significant growth in China's civil steel shipbuilding industry, with a projected production increase and substantial year-on-year growth rates for 2025 [1] Industry Summary - According to the National Bureau of Statistics, the production of civil steel ships in China is expected to reach 5.59 million deadweight tons in September 2025, representing a year-on-year increase of 59.3% [1] - Cumulative production from January to September 2025 is projected to be 39.05 million deadweight tons, reflecting a cumulative growth of 19% [1] - The report is based on data compiled by Zhiyan Consulting, a leading industry consulting firm in China, which specializes in in-depth industry research and market analysis [1]