2026年1月7日海通国际与泰州口岸船舶有限公司签署了建造船舶合同。 特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内 容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。 来源：金综科技 1月7日，海通发展(603162.SH)发布公告，进一步扩大运力规模，完善船舶队伍体系的建设，同时有效 提升公司竞争力和市场占有率，增强公司盈利能力，公司全资子公司海通国际船务有限公司拟使用不超 过9亿元(不含税)投资建造3艘62,000DWT多用途重吊船，并与泰州口岸船舶有限公司签订建造船舶合 同。 ...

海通发展（603162）(603162.SH)发布公告，进一步扩大运力规模，完善船舶队伍体系的建设，同时有 效提升公司竞争力和市场占有率，增强公司盈利能力，公司全资子公司海通国际船务有限公司拟使用不 超过9亿元(不含税)投资建造3艘62,000DWT多用途重吊船，并与泰州口岸船舶有限公司签订建造船舶合 同。2026年1月7日海通国际与泰州口岸船舶有限公司签署了建造船舶合同。 ...

智通财经APP讯，海通发展(603162.SH)发布公告，进一步扩大运力规模，完善船舶队伍体系的建设， 同时有效提升公司竞争力和市场占有率，增强公司盈利能力，公司全资子公司海通国际船务有限公司拟 使用不超过9亿元(不含税)投资建造3艘62,000DWT多用途重吊船，并与泰州口岸船舶有限公司签订建造 船舶合同。2026年1月7日海通国际与泰州口岸船舶有限公司签署了建造船舶合同。 ...

长江商报消息 国货航（001391.SZ）持续扩张运力。 12月24日晚间，国货航公告称，经重新评估可行性与收益前景后，公司决定终止综合物流能力提升建设 项目，并将原计划投入的2.83亿元募集资金全部转用于飞机引进项目。 国货航是一家货运航空公司。长江商报记者注意到，目前，国货航拥有远程全货机23架，公司持续增强 核心航空货运能力，10月刚与空客签署购买6架A350F货机的确认订单。 业绩面上，随着新增运能有效投入，燃油综合价格下降，2025年前三季度，国货航实现营业收入166.36 亿元、归母净利润18.36亿元，同比双双增长。 拟投资93亿引进3架B777F货机 12月24日晚间，国货航公告称，公司第二届董事会第七次会议审议通过《关于变更募集资金用途的议 案》，决定终止综合物流能力提升建设项目，并将原计划投入的2.83亿元募集资金全部转用于飞机引进 项目。 该笔资金占公司首次公开发行股票募集资金净额的8.22%，变更目的在于提升机队规模与运营效率。 长江商报记者注意到，国货航于2024年12月上市，公司IPO发行，超额配售选择权行使后，公司IPO共 计发行15.19亿股，募集资金净额总计为34.37亿元。 ...

证券日报网讯12月19日，兴通股份（603209）在互动平台回答投资者提问时表示，公司目前在建化学品 船舶共9艘，总运力达17.02万载重吨，所有船舶按既定计划开工建造，预计将于2026年1月至2027年上 半年陆续投入运营。未来公司将持续关注市场发展趋势与客户需求变化，在确保稳健经营和风险可控的 前提下，科学规划运力投放节奏，有序扩大运力规模。 ...

Core Insights - The event "2025 Shanghai Listed Companies Collective Reception Day and Mid-Year Performance Briefing" was successfully held on September 19 [1] - The company responded to investor inquiries regarding the expansion of its fleet, indicating that its oil tanker, dry bulk, and container segments significantly outperformed the market in the first half of the year [1] - The oil tanker and container segments were the primary contributors to the company's profits [1] - For the second half of the year, the company maintains a cautiously optimistic outlook on the market and is actively expanding its fleet and operational scale in the oil tanker and dry bulk markets [1] - New vessels, including LNG carriers and car roll-on/roll-off ships, are being delivered gradually [1]

Investment Rating - The report maintains a "Buy" rating for Cathay Pacific Airways [2][7]. Core Insights - Cathay Pacific Airways reported a 1.1% year-on-year increase in net profit for the first half of 2025, reaching HKD 3.651 billion, which aligns with expectations. The group's revenue grew by 9.5% year-on-year to HKD 54.309 billion [7]. - The airline's capacity and volume saw significant growth, with ATK increasing by 15.9% and RTK by 18.1% year-on-year. Passenger revenue per kilometer decreased by 12.3% due to increased capacity and competitive pricing [7]. - The company announced a mid-year dividend of HKD 0.20 per share, totaling HKD 1.288 billion, with a payout ratio reduced to 35% from 46% in 2024 [7]. Financial Data and Profit Forecast - Revenue projections for Cathay Pacific Airways are as follows: - 2023: HKD 94.485 billion - 2024: HKD 104.371 billion - 2025E: HKD 111.696 billion - 2026E: HKD 118.254 billion - 2027E: HKD 123.679 billion - Net profit forecasts are: - 2023: HKD 9.067 billion - 2024: HKD 9.607 billion - 2025E: HKD 7.792 billion - 2026E: HKD 9.790 billion - 2027E: HKD 10.906 billion - The report indicates a decrease in earnings per share for 2025 to HKD 1.21, with a projected PE ratio of 8.7 for 2025 [6][7].

Core Viewpoint - Haitong Development (603162.SH) plans to purchase dry bulk carriers for up to $65 million, funded by its own resources, aiming to enhance its fleet capacity and market competitiveness [1] Group 1: Company Actions - The company and its wholly-owned subsidiary have received board approval for the transaction, which will be submitted for shareholder approval [1] - Over the past 12 months, the company has spent approximately 1.856 billion yuan on acquiring dry bulk carriers [1] Group 2: Strategic Objectives - The transaction aims to expand the company's capacity, improve the fleet system, enhance competitiveness, and increase market share [1] - The acquisition is expected to strengthen the company's profitability [1] Group 3: Transaction Details - The transaction does not constitute a related party transaction or a major asset restructuring [1]