数据来源：国家统计局，智研咨询整理 上市企业：中国船舶（600150）,中国重工（601989）,中船防务（600685）,中国动力（600482）,亚星锚 链（601890）,中船科技（600072）,海兰信（300065）,中船汉光（300847）,江龙船艇（300589）,天海 防务（300008） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年12月中国民用钢质船舶产量为377万载重吨，同比增长4.1%；2025年 1-12月中国民用钢质船舶累计产量为5229.5万载重吨，累计增长18.2%。 2020-2025年中国民用钢质船舶产量统计图 相关报告：智研咨询发布的《2026-2032年中国金属船舶制造行业竞争现状及市场前景规划报告》 ...

证券之星消息，2月4日航海装备板块较上一交易日上涨1.5%，江龙船艇领涨。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。航海装备板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600150 | 中国船舶 | | 1.02 Z | 2.63% | -254.59万 | -0.07% | -9964.76万 | -2.56% | | 300589 | 江龙船艇 | | 8204.92万 | 9.09% | -1994.64万 | -2.21% | -6210.28万 | -6.88% | | 600764 | 中国海防 | | 384.31万 | 1.48% | -450.16万 | -1.73% | 65.86万 | 0.25% | | 300600 | 国瑞科技 | | -235.86万 | -2.19% | -83.29万 ...

2月3日，亚星锚链涨5.08%，截至发稿，报10.76元/股，成交3.10亿元，换手率3.06%，总市值103.23亿 元。 资料显示，江苏亚星锚链股份有限公司位于江苏省靖江市东兴镇何德村江苏亚星锚链股份有限公司办公 楼，成立日期2000年3月16日，上市日期2010年12月28日，公司主营业务涉及船用锚链、海洋系泊链和 矿用链的生产。主营业务收入构成为：船用链及附件62.37%，系泊链35.76%，其他1.86%。 从亚星锚链十大流通股东角度 数据显示，南方基金旗下1只基金位居亚星锚链十大流通股东。南方中证1000ETF（512100）三季度减 持6.31万股，持有股数614.23万股，占流通股的比例为0.64%。根据测算，今日浮盈赚取约319.4万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益4.98%，同类 排名1606/5562；近一年收益38.21%，同类排名1744/4285；成立以来收益20.07%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年90天，现任基金资产总规模1370.2亿元，任 ...

| 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 ...

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 ...

Market Overview - The marine equipment sector experienced a decline of 1.06% on January 23, with Zhongke Haixun leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Key stocks in the marine equipment sector showed varied performance, with Hailanxin increasing by 2.45% to a closing price of 24.24, while China Shipbuilding fell by 1.47% to 35.53 [1] - The trading volume and turnover for major stocks included Hailanxin with 1.39 million shares traded and a turnover of 33.71 million yuan, and China Shipbuilding with 1.1752 million shares traded and a turnover of 4.217 billion yuan [1] Capital Flow - The marine equipment sector saw a net outflow of 348 million yuan from institutional investors, while retail investors contributed a net inflow of 387 million yuan [1] - Detailed capital flow data indicated that Hailanxin had a net inflow of 21.45 million yuan from institutional investors, while Zhongke Haixun experienced a net outflow of 7.68 million yuan [2]

证券之星消息，1月22日航海装备板块较上一交易日上涨3.04%，中船防务领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。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) | | --- | --- | --- | --- | --- | --- | | 600685 | 中腊防务 | 34.01 | 7.49% | 51.88万 | 17.40 Z | | 300008 | 天海防务 | 66'8 | 6.14% | 281.53万 | 25.33 乙 | | 300065 | 海兰信 | 23.66 | 5.86% | 122.12万 | 28.74亿 | | 300589 | 江龙船艇 | 19.62 | 5.20% | - 43.63万 | 8.52亿 | | 300810 | 中科海讯 | 41.56 | 4.11% | 6.23万 | 2.57亿 | | 601890 | 亚星锚链 | 11.11 | 3.35% | 69.97万 | 7.73亿 | | 600764 | 中国海防 | ...

从资金流向上来看，当日航海装备板块主力资金净流入3.79亿元，游资资金净流出7791.6万元，散户资金 净流出3.01亿元。航海装备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300065 | 海兰信 | 22.35 | 4.98% | 90.73万 | 20.08亿 | | 300810 | 中模型 | 39.92 | 4.28% | 5.33万 | 2.14亿 | | 300008 | 天海防务 | 8.47 | 0.95% | 96.27万 | 8.14亿 | | 300589 | 江龙船艇 | 18.65 | 0.76% | 23.47万 1 | 4.37亿 | | 300600 | 園瑞科技 | 14.65 | 0.41% | 4.65万 | 6811.66万 | | 601890 | 亚是锚链 | 10.75 | -0.09% | 24.78万 | 2.66亿 | | 600764 | 中国海防 | 28.41 | -0.18% | 8.95万 | 2. ...

Core Viewpoint - The maritime equipment sector experienced a decline of 0.89% on January 20, with Jianglong Shipbuilding leading the losses. The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1]. Group 1: Market Performance - The maritime equipment sector's stocks showed mixed performance, with notable declines in several companies, including Jianglong Shipbuilding, which fell by 6.52% [1]. - Major stocks in the sector included: - China Shipbuilding (down 0.50% at 35.57) - China Marine Defense (down 1.18% at 28.46) - Tianhai Defense (down 3.01% at 8.39) [1]. Group 2: Capital Flow - The maritime equipment sector saw a net outflow of 559 million yuan from main funds, while retail investors contributed a net inflow of 452 million yuan [1]. - Specific stock capital flows included: - Jianglong Shipbuilding with a main fund outflow of 65.82 million yuan and a retail inflow of 99.88 million yuan [2]. - China Shipbuilding with a main fund outflow of 77.05 million yuan and a retail inflow of 42.59 million yuan [2]. Group 3: Individual Stock Analysis - Individual stock performances indicated significant retail interest in some companies despite overall sector declines: - Yuanrui Technology saw a retail inflow of 8.55% despite a main fund outflow [2]. - Zhongke Haixun had a retail inflow of 13.25% while experiencing a main fund outflow of 22.66 million yuan [2].

（文章来源：证券日报） 证券日报网讯 1月19日，亚星锚链在互动平台回答投资者提问时表示，欧盟地区业务收入在公司整体营 业收入中的占比较小，主要是境内主体直接出口。 ...