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沪东中华拿下欧洲巨头LNG船大单,助力全球航运业绿色转型
Sou Hu Cai Jing· 2026-01-27 05:41
记者获悉,中船集团沪东中华造船(集团)有限公司联合中船贸易公司与国际知名航运公司——卡迪夫气体运输公司 (TMS Cardiff Gas)近日正式签署建造合同,首批为4+2艘17.4万立方米液化天然气(LNG)运输船。此次签约标志 着沪东中华成功进入欧洲大型LNG运输船市场,获得欧洲主流船东认可,实现了市场开拓的重要突破,同时也巩固了 其作为国内LNG领军船厂的地位。 项目从商谈到签约仅56天,既展现了船东对沪东中华LNG船建造实力的高度认可,也体现了双方团队的高效协作,双 方在携手布局全球绿色航运市场的进程中迈出了关键一步。 据了解,卡迪夫气体运输公司隶属于希腊卡迪夫航运集团,该集团船队规模达135艘船舶,并持有60艘新船订单,在 业界享有盛誉。卡迪夫气体运输公司成立于2011年,致力于气体运输,经过多年发展,与道达尔能源、壳牌、卡塔尔 能源等全球知名能源公司建立长期稳固的合作关系,已成为国际液化天然气运输领域新锐。 此次签约船型是沪东中华自主研发设计的第五代"长恒系列"LNG船,随着这批新船订单落地,该型船全球订单达到45 艘,再创同型LNG船接单量全球纪录。 沪东中华对该船型进一步优化升级,使其具备冰区 ...
中国船舶(600150):业绩持续超预期兑现 全球造船龙头扬帆远航
Xin Lang Cai Jing· 2025-10-21 12:25
Group 1: Financial Performance - Company expects to achieve a net profit attributable to shareholders of 5.55 billion to 6.15 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 104.30% to 126.39% [1] - The projected net profit attributable to shareholders after deducting non-recurring gains and losses is estimated to be between 4.08 billion and 4.68 billion yuan, reflecting a year-on-year increase of 106.93% to 137.36% [1] - The significant growth in performance is attributed to an increase in the number and price of delivered civil vessels, effective cost control, and improved operating performance of joint ventures [1] Group 2: Market Outlook - The global shipbuilding market has substantial potential, with demand for various ship types expected to grow in a rotating manner [2] - New ship orders have decreased by 48.2% year-on-year, with a total of 81.72 million deadweight tons of new ship orders recorded from January to September 2025 [2] - Despite short-term uncertainties due to policies and geopolitical conflicts, the long-term structural transformation towards decarbonization in global shipping will support ongoing demand [2] Group 3: Strategic Developments - The merger of China Shipbuilding and the exit of China Heavy Industry from the A-share market has positioned China Shipbuilding as the largest publicly listed shipbuilding company globally [3] - The merger enhances competitiveness by covering nearly all mainstream ship types and allows for better resource management and cost control [3] - The company aims to meet the conditions for listing of Hudong-Zhonghua by January 2028, which will further strengthen its global competitiveness in the LNG and ultra-large container ship sectors [3] Group 4: Profit Forecast - Revenue projections for the company are 155.62 billion, 183.54 billion, and 209.19 billion yuan for 2025, 2026, and 2027 respectively, with net profits expected to be 9.71 billion, 17.13 billion, and 24.73 billion yuan [3] - Corresponding price-to-earnings ratios are forecasted to be 27.05, 15.33, and 10.62 for the same years [3]