Core Insights - In July, South Korea's shipbuilding order volume was 330,000 CGT (8 vessels), a year-on-year decrease of 37%, capturing a global market share of 16% [1] - China led with 1,520,000 CGT (43 vessels), but experienced a significant year-on-year decline of 59%, holding a market share of 75% [1] - The global total order volume was 2,030,000 CGT (58 vessels), reflecting a month-on-month decrease of 43% and a year-on-year decrease of 58% [1] - From January to July, the cumulative global order volume reached 23,260,000 CGT, a year-on-year reduction of 51%, with South Korea contributing 5,240,000 CGT (23%) and China 13,030,000 CGT (56%) [1] Global Order Backlog - As of the end of July, the global shipbuilding order backlog stood at 164,790,000 CGT, decreasing by 440,000 CGT from the previous month [1] - South Korea's backlog was 35,220,000 CGT (21%), showing a month-on-month increase of 20,000 CGT but a year-on-year decrease of 4,030,000 CGT [1] - China's backlog was 98,370,000 CGT (60%), with a month-on-month increase of 410,000 CGT and a year-on-year increase of 1,337,000 CGT [1] Newbuilding Price Index - The Clarkson Newbuilding Price Index was recorded at 186.65 points, a decrease of 0.46 points from the previous month, yet 47% higher than July 2020 [1] - Major ship types' prices included LNG carriers at $251 million, very large crude carriers at $126 million, and 22,000-24,000 TEU ultra-large container ships at $273 million [1]

中船防务（600685）(00317)发布公告，罗兵先生获选举为公司第十一届董事会董事长，并担任第十一 届董事会战略委员会主任委员职务，任期自选举之日起至第十一届董事会届满之日止。 此外，根据本公司的公司章程第六条的规定"董事长为代表公司执行公司事务的董事，为公司的法定代 表人"，本公司的法定代表人变更为罗兵先生。本公司将根据相关法律法规尽快办理企业信息变更登记 事宜。 李强先生获聘任为公司财务负责人，任期自董事会审议通过之日起至第十一届董事会届满之日止。 韩建兵先生、李凯先生、徐青先生获聘任为公司副总经理，任期自董事会审议通过之日起至第十一届董 事会届满之日止。 本公司董事会于2025年8月21日收到公司财务负责人侯增全先生的书面辞职报告。由于工作变动原因， 侯增全先生申请辞去公司财务负责人职务，辞职报告自送达董事会之日起生效。 ...

2024年1至12月份，中船防务的营业收入构成为：工业收入占比98.79%，其他业务占比1.21%。 （文章来源：每日经济新闻） 中船防务（SH 600685，收盘价：28.9元）8月21日晚间发布公告称，公司第十一届第十五次董事会会议 于2025年8月21日在公司会议室召开。会议审议了《关于选举公司第十一届董事会董事长的议案》等文 件。 ...

（原标题：中船防务(00317)：罗兵获选举为董事会董事长） 智通财经APP讯，中船防务(00317)发布公告，罗兵先生获选举为公司第十一届董事会董事长，并担任第 十一届董事会战略委员会主任委员职务，任期自选举之日起至第十一届董事会届满之日止。 此外，根据本公司的公司章程第六条的规定"董事长为代表公司执行公司事务的董事，为公司的法定代 表人"，本公司的法定代表人变更为罗兵先生。本公司将根据相关法律法规尽快办理企业信息变更登记 事宜。 李强先生获聘任为公司财务负责人，任期自董事会审议通过之日起至第十一届董事会届满之日止。 韩建兵先生、李凯先生、徐青先生获聘任为公司副总经理，任期自董事会审议通过之日起至第十一届董 事会届满之日止。 本公司董事会于2025年8月21日收到公司财务负责人侯增全先生的书面辞职报告。由于工作变动原因， 侯增全先生申请辞去公司财务负责人职务，辞职报告自送达董事会之日起生效。 ...

Core Viewpoint - The company announced the election of Mr. Luo Bing as the chairman of the board and the head of the strategic committee, effective from August 21, 2025 [1] Group 1 - The 11th Board of Directors' 15th meeting will be held on August 21, 2025, to review and approve the election of Mr. Luo Bing [1] - Mr. Luo Bing will not receive additional remuneration for his role as chairman, with his salary determined according to the company's compensation plan [1] - Mr. Luo Bing will also serve as the legal representative of the company, and the company will proceed with the necessary registration changes [1]

8月21日，由南通中远海运川崎船舶工程有限公司完全自主研发、设计建造的16000TEU超大型集装箱船"南通川崎425"轮，在南通海事部门的全程护航 下，顺利驶离长江江苏段，开启首次试航。此举标志着我国船舶工业在高端化、智能化领域取得又一重大突破。 该轮总长366.99米，型宽51米，载重吨约16万吨，最多可运输16828个标准集装箱，是目前通航巴拿马运河新闸的最大级别集装箱船之一。该轮集成多项 前沿节能技术，单箱能耗指标达到国际领先水平，显著提升了我国在全球大型绿色船舶设计建造领域的竞争力。 为确保此次试航安全有序，南通海事局提前开展专项检查，全面查验船舶关键设备及人员应急能力，并通过模拟演练验证预案可行性，保障巨轮安全顺利 出江。 "南通川崎425"轮的成功试航，不仅体现了我国造船技术的先进水平，也是南通加快建设全省海洋产业高质量发展先行区的生动实践。未来，南通海事局 将继续深化监管服务创新，助力"水运江苏"建设，为我国船舶工业高质量发展持续提供支撑。 通讯员李言王军凯 校对朱亚萍 ...

Core Viewpoint - The board of directors of China Shipbuilding Defense Company has convened to approve the appointment of new vice presidents and a financial officer, ensuring compliance with legal and regulatory requirements [2][3]. Group 1: Board Meeting Details - The 15th meeting of the 11th board of directors was held on August 21, 2025, with 9 directors present, including 8 in person and 1 via video [2]. - The meeting was chaired by Chen Liping, who was elected by a majority of the directors [2]. - All resolutions passed with unanimous support, receiving 9 votes in favor, with no votes against or abstentions [2]. Group 2: Appointments and Resolutions - The board approved the appointment of Han Jianbing, Li Kai, and Xu Qing as vice presidents, effective until the end of the current board's term [3]. - The resolutions regarding the appointments were reviewed and approved by the company's nomination and audit committees prior to the board meeting [3]. Group 3: Candidate Profiles - Han Jianbing, born in April 1974, is a senior engineer with extensive experience in shipbuilding management [5]. - Li Kai, born in March 1980, is a senior engineer with a background in computer science and legal compliance [6]. - Xu Qing, born in May 1975, is a senior engineer with a focus on shipbuilding and marine engineering [6]. Group 4: Compliance and Qualifications - All appointed candidates do not hold shares in the company and have no conflicts of interest with major shareholders or other directors [7]. - The candidates have not faced penalties from regulatory bodies and meet the qualifications required by the Company Law and the company's articles of association [7].

Meeting Overview - The shareholder meeting of China Shipbuilding Defense Company was held on August 21, 2025, in Guangzhou [1] - A total of 675 A-share shareholders and foreign H-share shareholders attended the meeting, with A-share shareholders holding 486,291,678 shares (34.40% of total shares) and H-share shareholders holding 322,804,890 shares (22.84% of total shares) [1] Voting Results - All non-cumulative voting proposals were approved with significant majority support, including: - For the first proposal, A-share votes were 486,046,068 in favor (99.9495%), 158,410 against (0.0326%), and 87,200 abstentions (0.0179%) [1] - For the second proposal, A-share votes were 486,039,068 in favor (99.9480%), 165,210 against (0.0340%), and 87,400 abstentions (0.0180%) [1] - H-share votes were unanimously in favor for both proposals, with 322,804,890 votes (100%) [1] Legal Compliance - The meeting was witnessed by lawyers from Beijing Yingke Law Firm, confirming that the meeting's procedures, participants, and voting processes complied with relevant laws and the company's articles of association [3]

Group 1 - The Shanghai Composite Index rose by 0.13% to close at 3771.1 points, while the Hang Seng Index fell by 0.24% to close at 25104.61 points [1] - China Shipbuilding Defense's A-H share premium reached 98.32%, ranking 29th among A-H shares [1] - The closing price for China Shipbuilding Defense's A-shares was 28.9 yuan, down 0.41%, and H-shares were 15.86 HKD, down 0.31% [1] Group 2 - China Shipbuilding Defense Equipment Co., Ltd. is a major shipbuilding enterprise under China Shipbuilding Group, with its origins tracing back to Guangzhou Shipyard International Co., Ltd. [1] - The company was listed in Shanghai and Hong Kong in 1993, becoming the first A+H share listed shipbuilding enterprise in China [1] - To promote industry consolidation and enhance competitiveness, China Shipbuilding Defense acquired several companies in 2014 and 2015, integrating quality shipbuilding assets in South China [1] - The company aims to become a leading enterprise in the global marine and heavy equipment market, focusing on technology and service excellence [1]

"南通川崎425"轮规模宏大，总长366.99米，型宽51米，载重吨约16万吨，最多可运输16828个标准集装箱。该轮不仅具备强大的运输能力，还集成了多项前 沿节能技术，单箱能耗指标达到国际领先水平，有力提升了我国在全球大型绿色船舶设计建造领域的竞争力。 8月21日，由南通中远海运川崎船舶工程有限公司完全自主研发、设计并建造的16000TEU超大型集装箱船"南通川崎425"轮，在海事部门全程护航下，顺利 驶离长江江苏段，开启首次试航之旅。 为保障此次试航安全有序进行，南通海事部门成立保障专班。专班人员精细制定交通组织方案，实施水域交通管制措施，并调度4艘海巡艇、4条拖轮以及2 条警戒艇在现场护航，全方位保障这艘巨轮安全顺利出江。（总台记者 唐高林） 责编：陈菲扬、张荣耀 ...