证券代码：300589 证券简称：江龙船艇 公告编号：2025-053 一、中标概况 1、招标项目信息 项目编号：[350001]HHTC[GK]2025006 项目名称：渔船（600 吨级渔政执法船建造） 项目标的：600 吨级渔政执法船 招标人：福建省海洋与渔业执法总队 2、中标信息 江龙船艇科技股份有限公司 关于项目预中标的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 中国政府采购网于 2025 年 9 月 30 日发布了《渔船（600 吨级渔政执法船建 造）结果公告（采购包 1）》。江龙船艇科技股份有限公司（以下简称"公司"） 预中标。具体情况如下： 三、风险提示 本次项目预中标尚处于公示阶段，对能否收到中标通知书及是否顺利签订合 同、项目执行过程等存在不确定性和风险。项目具体内容以最终签署的合同为准， 公司将根据项目进展情况及时履行信息披露义务，敬请广大投资者谨慎决策，注 意投资风险。 四、备查文件 渔船（600 吨级渔政执法船建造）结果公告（采购包 1）。 中标人名称：江龙船艇科技股份有限公司 中标金额：7,299 万元人民币 中标人 ...

Core Insights - The maritime equipment sector experienced a 1.13% increase on October 9, with Hailanxin leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Sector Performance - Hailanxin (300065) closed at 19.93, with a rise of 6.01% and a trading volume of 659,600 shares, amounting to 1.296 billion yuan [1] - Jianglong Shipbuilding (300589) closed at 12.70, up 2.09%, with a trading volume of 95,400 shares, totaling 121 million yuan [1] - Tianhai Defense (300008) closed at 6.37, increasing by 1.43%, with a trading volume of 559,500 shares, amounting to 355 million yuan [1] - China Shipbuilding (600150) closed at 35.04, up 1.27%, with a trading volume of 1,031,200 shares, totaling 3.585 billion yuan [1] - Other notable stocks include Yuanrui Technology (300600) at 15.70 (+0.51%), Wuyi Jun (300810) at 46.50 (-0.17%), and China Marine Defense (600764) at 31.18 (-0.42%) [1] Capital Flow - The maritime equipment sector saw a net outflow of 126 million yuan from institutional investors, while retail investors contributed a net inflow of 147 million yuan [1] - Hailanxin had a net inflow of 82.7194 million yuan from institutional investors, despite a net outflow from retail and speculative investors [2] - Jianglong Shipbuilding experienced a net inflow of 13.4569 million yuan from institutional investors, while retail investors had a net outflow of 13.8493 million yuan [2]

Core Points - Jianglong Shipbuilding's stock price increased by 2.25% on October 9, reaching 12.72 CNY per share with a trading volume of 38.84 million CNY and a market capitalization of 4.804 billion CNY [1] - The company has seen a net inflow of main funds amounting to 2.14 million CNY, with significant buying activity from large orders [1] - Year-to-date, Jianglong Shipbuilding's stock has risen by 2.25%, but it has experienced a decline of 3.85% over the past 20 days and 9.40% over the past 60 days [1] Financial Performance - For the first half of 2025, Jianglong Shipbuilding reported a revenue of 348 million CNY, a year-on-year decrease of 54.63%, and a net profit attributable to shareholders of -13.74 million CNY, a decline of 166.50% [2] - Cumulative cash dividends since the company's A-share listing amount to 34.85 million CNY, with 15.11 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 39,200, up by 48.74%, while the average number of tradable shares per person decreased by 32.77% [2] - The top ten circulating shareholders saw a change, with Hong Kong Central Clearing Limited exiting the list [3] Business Overview - Jianglong Shipbuilding, established on January 21, 2003, and listed on January 13, 2017, specializes in the research, design, manufacturing, and sales of various types of boats, including leisure, law enforcement, and special operation vessels [1] - The company's revenue composition includes 56.43% from law enforcement vessels, 22.58% from leisure vessels, 16.72% from special operation vessels, and 4.27% from other sources [1]

Core Viewpoint - The company has confirmed that its 5G-AI smart unmanned boat project has been completed, and there are no other unmanned boat projects currently in development that would significantly impact revenue [1]. Group 1 - The unmanned boat project has concluded, and the company does not anticipate any major revenue contributions from it [1]. - The company is uncertain about the large-scale application of the completed unmanned boat project [1].

Core Insights - The maritime equipment sector experienced a slight increase of 0.09% on September 26, with Yaxing Anchor Chain leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Sector Performance - Yaxing Anchor Chain (601890) closed at 9.87, up 2.71% with a trading volume of 494,000 shares and a transaction value of 48.9 million yuan [1] - China Shipbuilding Industry (600150) closed at 34.90, with a minimal increase of 0.03%, trading 598,100 shares worth 2.099 billion yuan [1] - The overall trading volume and transaction values for other companies in the sector varied, with notable declines in some stocks like Hailanxin (300065), which fell by 5.32% [1] Capital Flow Analysis - The maritime equipment sector saw a net outflow of 98.57 million yuan from institutional investors, while retail investors contributed a net inflow of 68.00 million yuan [1] - Yaxing Anchor Chain attracted a net inflow of 58.54 million yuan from institutional investors, representing 11.98% of its trading volume [2] - Conversely, China Shipbuilding experienced a significant net outflow of 62.35 million yuan from institutional investors, indicating a negative sentiment towards the stock [2]

Group 1 - The company, Jianglong Shipbuilding, has established a ship repair division in recent years to expand its market in ship maintenance and repair [2] - The company has already provided repair and maintenance services for multiple units [2]

Group 1 - The company, Jianglong Shipbuilding, is actively adjusting its order structure in response to the new market environment [2] - The company is focusing on expanding its overseas market and special operation vessel market [2] - The company is enhancing its efforts in collecting accounts receivable to improve operating cash flow [2] Group 2 - Internally, the company is optimizing its operational processes to increase production efficiency [2]

Core Viewpoint - Jianglong Shipbuilding is a leading supplier of aluminum alloy, metal, and composite boats in China, focusing on the design, research and development, production, and sales of various types of vessels, including law enforcement boats, leisure boats, and special operation boats [2] Company Overview - The company provides comprehensive personalized service solutions, including application design, product manufacturing, and maintenance [2] - Jianglong Shipbuilding specializes in multiple types of boats, indicating a diversified product portfolio [2]

Market Overview - The marine equipment sector experienced a decline of 0.85% on September 25, with Jianglong Shipbuilding leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Key stocks in the marine equipment sector showed varied performance, with China Shipbuilding down 0.85% at a closing price of 34.89 and a trading volume of 598,000 shares, amounting to a transaction value of 2.087 billion yuan [1] - Jianglong Shipbuilding saw a significant decline of 1.91%, closing at 12.35 with a trading volume of 69,400 shares and a transaction value of 86.4352 million yuan [1] Capital Flow - The marine equipment sector faced a net outflow of 318 million yuan from institutional investors, while retail investors saw a net inflow of 323 million yuan [1] - Detailed capital flow data indicates that major stocks like China Shipbuilding and China Marine Defense experienced substantial net outflows from institutional investors, with China Shipbuilding seeing a net outflow of 189 million yuan [2]

Core Viewpoint - Jianglong Shipbuilding (300589.SZ) currently has no orders for icebreakers but is engaged in other specialized vessels suitable for high-latitude cold environments, such as a fish farming workboat designed for Norway's MoenMarinAS, which features low-temperature resistance design for operation in extreme cold conditions [1] Group 1 - The company has no current orders for icebreakers [1] - The company is constructing specialized vessels for cold environments [1] - The fish farming workboat for MoenMarinAS is specifically designed to operate in extreme cold [1]