Core Viewpoint - The China Shipbuilding sector experienced a significant increase, with the index rising over 4% on November 19, indicating strong market performance and investor interest in the sector [1][2]. Group 1: Market Performance - The China Shipbuilding Index reached 1340.37, up 52.53 points or 4.08% from the previous close of 1287.84 [2]. - The trading volume was 2.01 billion, with a total transaction value of 4.334 billion [2]. - The highest price during the trading session was 1342.41, while the lowest was 1285.16 [2]. Group 2: Individual Stock Performance - China Shipbuilding Defense surged over 9% at one point and is currently up over 7% [3]. - Other notable stocks include China Shipbuilding Han Guang and Jiu Zhi Yang, both rising over 6% [3]. - All stocks within the sector showed positive performance, contributing to the overall index increase [3]. Group 3: Stock Prices and Changes - China Shipbuilding Defense: Current price 28.36, up 7.83% [4]. - China Shipbuilding Han Guang: Current price 18.66, up 6.69% [4]. - Jiu Zhi Yang: Current price 43.10, up 6.71% [4]. - Other stocks like Kunshan Intelligent and ST Emergency also showed positive changes, with respective increases of 3.95% and 4.10% [4].

Group 1 - The core viewpoint of the news is that China Shipbuilding Defense has seen a significant increase in its stock price, rising by 5.21% to reach 27.67 CNY per share, with a trading volume of 358 million CNY and a turnover rate of 1.62%, resulting in a total market capitalization of 39.112 billion CNY [1] - China Shipbuilding Defense, established on October 21, 1994, and listed on October 28, 1993, is located in Nansha District, Guangzhou, Guangdong Province. The company specializes in the research, development, manufacturing, system integration, sales, and service of high-end marine power equipment [1] - The main business revenue composition of China Shipbuilding Defense includes: 92.37% from ship products, 4.39% from ship repair and modification, 1.37% from other supplementary services, 1.20% from electromechanical products and others, 0.34% from offshore engineering products, and 0.33% from steel structures [1] Group 2 - Longxin Fund's Longxin National Defense Military Industry Quantitative Mixed A Fund (002983) is among the top ten circulating shareholders of China Shipbuilding Defense, having increased its holdings by 3.1799 million shares to a total of 7.1035 million shares, representing 0.5% of the circulating shares. The estimated floating profit today is approximately 9.7318 million CNY [2] - Longxin National Defense Military Industry Quantitative Mixed A Fund was established on January 5, 2017, with a current scale of 905 million CNY. Year-to-date returns are 27.49%, ranking 2916 out of 8138 in its category; one-year returns are 31.46%, ranking 2415 out of 8055; and since inception, the return is 65.65% [2]

扬州水运条件优越、造船历史悠久，是全国第一造船大省江苏的三大造船基地之一。近年来，扬州锚定产业科创名城建设不动摇，紧扣高质量发展这个首 要任务，全力做大做强高技术船舶与海工装备国家先进制造业集群，2024年，船企完工量、新接订单量、手持订单量均占全国十分之一以上；今年1-10 月，扬州全市新造船237艘，数量创历史新高，高技术船舶与海工装备产业产值保持了快速增长的良好态势。扬子晚报/紫牛新闻记者曹志娟 务航速13.4节，最大续航力20000海里。作为当今国际船舶市场主流船型之一，该船只在绿色、环保、节能方面表现优越，顺利入级法国船级社。 al 2 PATT CE 8 KH the Park SHIPMINUM 100 t r II . No and C y 新闻 11月18日上午，由苏豪创科为江苏远洋建造的6.35万吨散货船，交船命名仪式在扬州仪征市苏豪创科造船厂码头举行。活动举行了新船交接和命名、砍缆 仪式，该艘6.35万吨散货船被命名为"江远明州"。 2024年6月20日，江苏远洋(隶属省港口集团)与苏豪创科(隶属省苏豪控股集团)签署订单协议，由苏豪创科承建4艘6.35万吨散货船。本次交付的是该系列 首制 ...

Group 1 - The Fujian aircraft carrier has completed its first live military training mission at sea, showcasing its operational capabilities [1] - Multiple types of carrier-based aircraft, including J-35, J-15T, J-15DT, and KJ-600, successfully conducted several takeoff and landing training exercises [1][10][29] Group 2 - High-definition images captured during the training exercises highlight the various aircraft in action, including moments of takeoff and landing [1][10][20][29]

Group 1 - The core point of the announcement is that China Power has declared a cash dividend of 0.08161 yuan per share (tax included) for the first half of 2025 [1] - The record date for the dividend is set for November 25, 2025, and the ex-dividend date is November 26, 2025 [1]

Core Viewpoint - The completion of the "NOCC PACIFIC," the world's first LNG dual-fuel car carrier compliant with new international standards for transporting electric vehicles, marks a significant milestone in the collaboration between CIMC Raffles and Norwegian Car Carriers (NOCC) [1][2]. Group 1: Vessel Specifications and Innovations - "NOCC PACIFIC" measures 199.9 meters in length, 38 meters in width, with a design draft of 8.6 meters and a speed of 19 knots, capable of carrying 7,000 vehicles [1]. - The vessel is equipped with two C-type LNG tanks and dual-fuel engines, achieving zero emissions during port operations [1]. - The construction process utilized a new method that reduced hull deformation by over 15%, enhancing construction precision and shortening the build cycle [1]. Group 2: Industry Standards and Safety - In response to the surge in global electric vehicle shipping and associated safety challenges, the International Maritime Organization (IMO) has mandated that classification societies develop specific safety standards, set to be enforced from January 2026 [2]. - The "NOCC PACIFIC" has proactively incorporated DNV's "F (EV)" compliance design, making it the first car carrier to meet these new safety standards, thus providing a safety model for international electric vehicle maritime transport [2]. Group 3: Company Positioning and Future Prospects - CIMC Raffles has established itself as a leading builder of car carriers, having signed multiple contracts with various shipping companies, including Wallenius Lines and Zodiac Group [2]. - "NOCC PACIFIC" is the 15th car carrier delivered by CIMC Raffles and the 7th scheduled for delivery from the Longkou base by 2025, reinforcing the company's capacity for mass delivery in the PCTC sector [2]. - NOCC's CEO highlighted the vessel as a representation of cutting-edge technology and acknowledged CIMC Raffles' construction quality, indicating a strong future collaboration [3].

Core Viewpoint - The main focus of the article is on the development of new quality productivity during the "14th Five-Year Plan" period, emphasizing the importance of green low-carbon and digital transformation, the cluster development of strategic emerging industries, and the enhancement of the productive service sector to establish a modern industrial system centered on manufacturing and productive services [1][3]. Group 1: New Development Characteristics of Chinese Manufacturing - In the new development pattern of "domestic circulation as the main body, with domestic and international dual circulation promoting each other," Chinese manufacturing has seen three new characteristics: self-reliance in research and development, transformation of research results into industrial applications, and innovation in industrial chain clusters [3]. - The industrial chain has shifted from a model focused on processing trade to one where 80% of added value is generated domestically, marking a fundamental change from the previous reliance on processing trade [3]. - Over the past decade, China has averaged an annual foreign investment inflow of $120 billion, contributing to a higher level of openness in trade and investment [3]. Group 2: Achievements and Challenges in Manufacturing - Chinese manufacturing now accounts for over 30% of global manufacturing, leading the world in scale, and has improved in quality and product structure, moving beyond the previous "large but weak" status [4]. - Despite significant achievements, challenges remain, including high consumption of mineral resources, low profit margins, and low total factor productivity in manufacturing [4]. Group 3: Strategies for New Quality Productivity Development - To address existing challenges, the focus should be on developing new quality productivity through three key areas: enhancing strategic emerging industries and future industries, improving traditional industries through digital and green transformations, and strengthening the productive service sector [5]. - An estimated investment of over 100 trillion yuan is projected in the 15 strategic emerging industries from the "14th Five-Year Plan" to 2040 [4]. - The productive service sector is crucial for improving the efficiency and quality of manufacturing, with expectations for its share of GDP to reach over 35% by 2035 and 40% by 2050 [5].

来源：光明日报微博 中国共产党党员，中国工程院院士，船舶设计建造领域专家，大连船舶重工集团有限公司原总设计师、 原副总工程师沈闻孙同志，因病医治无效，于2025年11月17日在辽宁大连逝世，享年95岁。 沈闻孙，男，汉族，浙江海盐人，1930年5月出生。1953年9月于大连造船厂参加工作。曾任大连造船厂 工程师，重庆造船厂工程师、技术科副科长，大连船舶重工集团有限公司船研所副所长、副总工程师、 总设计师。1985年7月加入中国共产党。1997年当选中国工程院院士。 沈闻孙毕生致力于造船设计开发 工作，是我国造船界具有广泛影响的专家。作为始终奋战在中国造船企业的科研工作者，他突破我国大 型船舶设计制造的技术瓶颈，主持的多型船达国际先进水平，填补国内空白；打造多个"中国名牌"，突 破30万吨级超大型原油船"零"纪录，为我国大型船舶出口和造船技术发展作出突出贡献。曾获国家科学 技术进步奖一等奖一项、二等奖三项，何梁何利基金科学与技术进步奖一项。享受国务院政府特殊津 贴。 （光明日报全媒体记者栗念跃） ...

Core Viewpoint - *ST Songfa has signed contracts for the construction of two Very Large Crude Carriers (VLCCs) with a total contract value of approximately $200-300 million [1] Company Summary - The contracts were signed by the subsidiary Hengli Shipbuilding (Dalian) Co., Ltd. [1] - The vessels are designed to meet the latest international shipping market demands for large-scale and low-carbon transportation [1] Industry Summary - The VLCCs have a deadweight tonnage of 306,000 tons, making them suitable for long-distance crude oil transportation and large-scale transport from oil fields to refineries [1] - The design of the VLCCs ensures compatibility with major global crude oil port loading and unloading equipment, enhancing operational efficiency [1]

Core Viewpoint - *ST Songfa has signed contracts for the construction of two Very Large Crude Carriers (VLCC) with a total contract value of approximately $200-300 million [1] Group 1: Company Developments - The contracts were signed by the company's subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd [1] - The vessels are designed to meet the latest international shipping market demands for large-scale and low-carbon transportation [1] Group 2: Industry Insights - The VLCCs have a deadweight tonnage of 306,000 tons, making them suitable for long-distance crude oil transportation [1] - The design of the vessels ensures compatibility with major global crude oil port loading and unloading equipment, enhancing operational efficiency [1]