Group 1 - The 2025 He Liang He Li Foundation Science and Technology Awards ceremony was held in Beijing, recognizing 54 outstanding scientists in various fields, including marine engineering and oil and gas exploration [1] - The awards included the Science and Technology Progress Award, which was given to 32 individuals for significant scientific discoveries or contributions in fields such as physics, astronomy, life medicine, energy security, and engineering technology [1] - The He Liang He Li Foundation has awarded a total of 1,692 outstanding scientists over its 31-year history, serving as a successful model for creating science and technology awards in China [2] Group 2 - Wu Xiaoguang from China Shipbuilding Group received the Science and Technology Progress Award in transportation technology for his contributions to high-end ship equipment design, including his role as the deputy chief designer of China's first aircraft carrier, the Liaoning [1] - Xu Changgui, chief scientist and chief geologist at China National Offshore Oil Corporation, received the Industry Innovation Award for his extensive research in offshore oil and gas geology, leading to significant breakthroughs in exploration [2] - Xu has previously received one first-class and two second-class National Science and Technology Progress Awards for his contributions to the field [2]

| | | | | | | 钢材: | | --- | --- | --- | --- | | | | | 【行情复盘】 | | | | | 周三螺纹热卷收涨。夜盘收跌。 | | | | | 【重要资讯】 | | | | | 1、2 月 3 日上午，国家主席习近平在北京人民大会堂同来华进行国事访问的乌拉圭 | | | | | 总统奥尔西举行会谈。会谈后，两国元首共同见证签署投资促进、贸易等领域 10 | | | | | 余份合作文件。 | | | | | 2、2 月 3 日，上海市市长龚正作《政府工作报告》。龚正说，综合各方面因素，建 | | | | | 议今年全市经济社会发展的主要预期目标是：全市生产总值增长 5%左右。 | | | | | 3、据 Mysteel 不完全统计，截至 2 月 3 日，已有 11 个省份公布 2026 年省级重点 | | | | | 项目投资计划，合计 7693 个项目。其中，广东、湖北、山西、北京等 8 个省份公 | | 黑色建材 | 钢材 | 震荡 | 布年度计划投资，合计约 4.34 万亿元。 | | | | | 4、中指研究院数据显示，1 月 20 城二手住宅共成交 1 ...

| | | 更多精彩内容请关注格林大华期货官方微信 格林大华期货研究院 证监许可【2011】1288 号 2026 年 2 月 5 日星期四 研究员： 纪晓云 从业资格： F3066027 交易咨询资格：Z0011402 联系方式：010-56711796 Morning session notice 早盘提示 | | | | 铁矿: 【行情复盘】 周三铁矿收跌。夜盘收跌。 【重要资讯】 1、2 月 3 日上午，国家主席习近平在北京人民大会堂同来华进行国事访问的乌拉圭 总统奥尔西举行会谈。会谈后，两国元首共同见证签署投资促进、贸易等领域 10 余份合作文件。 | | --- | --- | --- | --- | | 黑色建材 | 铁矿 | 震荡 | 2、2 月 3 日，上海市市长龚正作《政府工作报告》。龚正说，综合各方面因素，建 议今年全市经济社会发展的主要预期目标是：全市生产总值增长 5%左右。 3、据 Mysteel 不完全统计，截至 2 月 3 日，已有 11 个省份公布 2026 年省级重点 项目投资计划，合计 7693 个项目。其中，广东、湖北、山西、北京等 8 个省份公 布年度计划投资，合计约 ...

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].

目前，"理想"号邮轮在中国船舶集团青岛北海造船有限公司厂区有序开展维修。"理想"号邮轮是来 自意大利芬坎蒂尼船厂的10.3万总吨邮轮，自2025年12月24日进场开展常规修理。这标志着青岛在10万 吨级以上超大型邮轮维修领域取得突破，高端装备维修能力与产业服务能级同步提升，为海洋经济高质 量发展注入新动力。 张进刚 摄 ...

Core Insights - The main focus of the news is the significant inflow of capital into specific stocks, indicating strong investor interest and potential growth in these companies and their respective industries [1][2][3] Group 1: Stock Performance and Capital Inflow - Kunlun Wanwei saw a capital inflow of 795 million yuan with a price increase of 5.82% [2] - Shunhao Co. experienced a capital inflow of 651 million yuan and a price increase of 9.98% [2] - Contemporary Amperex Technology (宁德时代) had a capital inflow of 561 million yuan with a price increase of 1.21% [2] - Kweichow Moutai (贵州茅台) attracted 551 million yuan in capital inflow and increased by 1.3% [2] - Yanzhou Coal Mining Company (兖矿能源) saw a capital inflow of 430 million yuan with a notable increase of 10.01% [2] - Other notable stocks include Shanzhi Gaoke, China Satellite, and China Shipbuilding, each with significant capital inflows and price increases [1][2][3] Group 2: Industry Insights - The internet services sector, represented by Kunlun Wanwei, is showing strong investor confidence [2] - The packaging materials industry, highlighted by Shunhao Co., is also attracting significant capital [2] - The battery industry, represented by Contemporary Amperex Technology, continues to draw investor interest despite a modest price increase [2] - The coal industry, with companies like Yanzhou Coal and Meijin Energy, is experiencing substantial capital inflows, indicating a potential resurgence [2][3] - The aerospace and wind energy sectors, represented by China Satellite and China Shipbuilding, are also gaining traction among investors [1][2][3]

Summary of Shipbuilding Industry Conference Call Industry Overview - The conference call focuses on the shipbuilding industry, specifically analyzing the changes in new and second-hand ship prices, order trends, and global order backlog [1][2]. Key Points Price Trends - New ship prices have ended a 25-year downward trend, stabilizing with a slight monthly decline of 0.2%, resulting in a new ship price index of 184.29 points for January [1] - Price changes by ship type for new ships in January: - Container ships: -0.4% - Oil tankers: +0.4% - Bulk carriers: +0.6% [1] - Second-hand ship prices have continued to rise, with a monthly increase of 2.6%, leading to a second-hand ship price index of 195.96 points [1]. Order Trends - New orders signed in January decreased by 40% month-over-month but increased by 39% year-over-year, with oil tankers being the primary contributor to new orders [2]. - The total new orders for January amounted to 178 million USD, with oil tankers accounting for 50% of the orders [2]. - The global shipbuilding order backlog has reached 450 million DWT, reflecting a 5% increase month-over-month and a 14% increase year-over-year [2]. Company-Specific Data - Specific companies mentioned include: - China Shipbuilding: 649 million DWT (up from 613 million DWT at the end of December) - China Shipbuilding Defense: 76 million DWT (down from 78 million DWT at the end of December) - Hengli Heavy Industry: 206 million DWT (up from 195 million DWT at the end of December) - Yangzijiang Shipbuilding: 201 million DWT (down from 210 million DWT at the end of December) [2]. Additional Insights - The divergence in price trends between new and second-hand ships indicates a growing disparity in ship asset values, with the back structure of ship assets becoming more pronounced [1]. - The overall accumulation of global orders suggests a robust demand for shipbuilding, particularly in the oil tanker segment, which may present investment opportunities in the sector [1][2].

Group 1 - The core point of the article highlights the recent surge in newly launched ETFs, with significant investments from institutional players like China Shipbuilding Group Investment Co., which purchased 100 million yuan in the Fortune China Securities Intelligent Shipbuilding Industry ETF [2][3] - The Fortune China Securities Intelligent Shipbuilding Industry ETF is the first ETF focused on shipbuilding, comprising 40 representative listed companies in the shipbuilding industry, reflecting the overall performance of the sector [4][5] - As of February 2, 2023, the top ten holdings of the ETF include major companies such as China Power, China Shipbuilding, and China Ship Defense, indicating a strong focus on the industrial sector [5][7] Group 2 - Recent data shows a significant outflow from broad-based ETFs, with a net outflow of 16.349 billion yuan on February 2, 2023, particularly affecting the Southern CSI 500 ETF and Huatai-PB CSI 300 ETF [10] - In contrast, certain thematic industry ETFs have attracted substantial inflows, with the Guotai Communication ETF seeing a net inflow of 1.399 billion yuan on the same date [10] - From January 14 to February 2, 2023, stock-type ETFs experienced a cumulative net outflow exceeding 830 billion yuan, while some thematic ETFs attracted over 10 billion yuan each [10][11] Group 3 - The number of ETFs with assets exceeding 100 billion yuan has significantly decreased, with only three ETFs surpassing this threshold as of February 2, 2023 [11] - The market outlook suggests that sectors such as AI, solid-state batteries, robotics, and innovative pharmaceuticals are expected to present investment opportunities, with AI being a key focus area for 2026 [12]

Group 1 - The core point of the news is that CSSC (Hong Kong) Shipping Company Limited successfully issued its first offshore convertible bonds amounting to HKD 2.338 billion, marking a significant milestone since its listing in June 2019 [2][20] - The convertible bonds have a coupon rate of 0.75% and an initial conversion price of HKD 2.39 per share, achieving the lowest financing cost in the company's history [2][20] - The funds raised will be used for working capital and general corporate purposes, including repaying existing loans and covering ship acquisition costs [2][20] - The issuance was oversubscribed by more than five times, with over 50 professional institutions participating, reflecting strong investor confidence in the company's strategy and operations [2][20] Group 2 - CSSC (Hong Kong) Shipping Company Limited is the first shipyard-affiliated leasing company in Greater China and one of the leading ship leasing companies globally, providing customized and flexible leasing solutions to meet diverse customer needs [3][21] - The company is headquartered in Hong Kong and has established subsidiaries in Singapore, Shanghai, and Tianjin, boasting a diversified and modern fleet [3][21] - CSSC (Hong Kong) distinguishes itself from competitors through its close relationship with the China Shipbuilding Group, allowing it to deeply engage in the global ship leasing market [3][21]

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 ...