10月30日，招商轮船（601872.SH）涨停，报9.44元/股，创下自2015年10月以来的新高，引发市场广泛 关注。 此前公告显示，早在2023年12月27日，招商轮船就通过下属全资单船公司与招商工业签署订造2艘82000 载重吨干散货船和2艘62000载重吨多用途船舶，该4艘船舶造船款合计1.60亿美元。明效"轮系2025年9 月25日"明福轮交付后，船厂交付的本系列船舶中的第2艘。 截至10月28日，招商轮船干散货船板块拥有和营运管理中的船舶104艘（不含长期及短期租入船），其 中VLOC37艘（含参股及代管），好望角型干散货船16艘，卡姆萨/巴拿马型干散货船8艘，灵便型干散 货船37艘，重吊多用途船6艘；在手订单14艘，其中2艘与"明效"轮同型的卡姆萨型干散货船将于2026年 上半年交付。 10月29日，招商轮船发布的三季报显示，前三季度公司实现营业总收入193.1亿元，同比增长0.07%；归 母净利润33亿元，同比下降2.06%；经营活动产生的现金流量净额为58.03亿元，同比下降9.35%。 （文章来源：21世纪经济报道） 消息面上，10月29日，招商轮船官方公众号发布消息，称招商轮船订造的8 ...

Core Viewpoint - The company has received the second of four eco-friendly heavy-lift multipurpose vessels, named "Mingshi," which enhances its fleet and competitive capacity in the dry bulk shipping market [1][2]. Group 1: Vessel Delivery - On July 10, 2025, the company accepted the "Mingshi" vessel, which has a deadweight tonnage of 62,000 tons and is part of a series of energy-efficient multipurpose ships ordered in 2023 [1]. - The "Mingshi" vessel is equipped with three 150-ton cranes and is designed with a new generation of green technology [1]. Group 2: Fleet Expansion - The addition of the "Mingshi" vessel will effectively expand the company's multipurpose fleet and enhance its customer service capabilities [1]. - The company currently operates 102 vessels in its dry bulk shipping segment, including 6 heavy-lift multipurpose vessels, with 16 vessels on order [2]. Group 3: Market Context - The delivery of the "Mingshi" vessel comes at a time when the global dry bulk fleet is aging and facing structural shortages in capacity, positioning the company to strengthen its cargo carrying capabilities and competitiveness in niche markets [1].