阮航表示，下一步，大连造船将依托在LNG运输船和FPSO领域的研制基础，积极向浮式液化天然气生 产储卸装置(FLNG)、浮式储存再气化装置(FSRU)等方向拓展产品线，不断巩固其在海洋油气装备领域 的领先优势。(完)【编辑:王琴】 9月24日，17.5万立方米液化天然气(LNG)运输船在大连命名交付。(无人机照片)中船集团大连造船供图 这艘17.5万立方米LNG运输船由大连造船自主研发设计，总长295米，集成了多项国际前沿技术，船舶 配备新型LNG双燃料低速主机及智能控制废气再循环系统(ICER)，燃油、燃气模式均满足国际海事组织 最高排放标准；船舶具有较强的适港性和船岸兼容性，一次满载运输的LNG，能满足大连市一个半月 的民生与工业用气需求，且可停靠全球绝大多数大型LNG岸站。 据中国船舶集团大连造船项目经理阮航介绍，LNG运输船是国际造船业公认的高技术、高难度、高附 加值产品，其核心的液货围护系统被称为"在零下163℃的极寒中'绣花'"，全球仅有少数几家船厂掌握核 心建造能力。大连造船首次涉足该领域，便实现了"首船即达标、交付即领先"的突破。 目前，大连造船手持LNG运输船订单已达17艘，实现开工13艘、 ...

9月24日9时许，极地探险邮轮"道格拉斯·莫森"（Douglas Mawson）轮从江苏南通海门招商重工码头顺 利开航，南通出入境边防检查站靠前服务，保障邮轮如期交付、安全离港。 （文章来源：央视新闻） 该邮轮船长104.4米、型宽18.4米，是招商工业海门基地承建的系列探险邮轮项目中第七艘极地探险邮 轮，采用最先进的电力推进和控制系统，集安全、绿色、经济等特点于一身，其先进性、独特性在全球 范围内均处于领先地位，是专门为南北极极地旅游航线打造，交付后将驶往新加坡进行准备工作，随后 开启极地之旅。 ...

Summary of Yaxing Anchor Chain Conference Call Industry and Company Overview - Yaxing Anchor Chain operates in the deep-sea technology sector, focusing on core components for the shipping and offshore oil and gas industries, benefiting from an upturn in these sectors and the growth potential from floating wind power and mining chains, with expectations of doubling performance over three years [2][5][6] Key Points and Arguments - **Market Position**: Yaxing holds over 50% global market share in ship anchor chains, with even higher domestic market share, and is expanding into cast steel products, potentially doubling the value per ship to a market space of 4 billion RMB [2][10] - **Offshore Oil Service Growth**: The company’s mooring chain business is benefiting from increased utilization of drilling platforms and a new investment cycle in oil fields, with new orders in the first half of the year reaching 39,500 tons, exceeding last year's total [2][7] - **Floating Wind Power Potential**: Floating wind power is projected to enter commercialization by 2030 and mature by 2034, with a market size of approximately 14-15 billion RMB, significantly expanding Yaxing's growth potential as a mooring chain supplier [2][8][11] - **Mining Chain Market**: The mining chain market is estimated at around 2 billion RMB, currently dominated by foreign companies. Yaxing has secured multiple orders, indicating a shift towards domestic alternatives and future revenue growth [2][8][12] Additional Important Insights - **Underestimated Market Position**: The market has undervalued Yaxing's high market share in ship anchor chains and the performance elasticity from product diversification, alongside the growth potential from floating wind power and mining chains [2][9] - **Future Growth Projections**: Revenue growth is expected to be between 15% and 20%, with profit growth between 20% and 26%. The current valuation corresponds to a PE ratio of 23 for 2026 and 19 for 2027, indicating strong investment value [3][13] - **Government Support**: The company is positioned to benefit from government initiatives aimed at promoting high-quality development in the marine economy, as highlighted in recent government reports [4][6][11] Conclusion Yaxing Anchor Chain is well-positioned for significant growth in the deep-sea technology sector, with strong market shares, expanding product lines, and favorable government policies supporting its business model and future performance potential [2][5][9][13]

Core Viewpoint - The delivery of a 175,000 cubic meter liquefied natural gas (LNG) carrier by China Shipbuilding Group to China Merchants Energy marks a significant advancement in China's high-value shipbuilding sector [1] Group 1: Company Achievements - The LNG carrier, designed and built independently by China Shipbuilding Group, showcases China's capabilities in high-value ship construction [1] - The vessel has a total length of 295 meters and can meet the natural gas demand of Dalian city for one and a half months when fully loaded [1] Group 2: Industry Impact - The LNG carrier is capable of docking at most large LNG terminals worldwide, indicating its potential for global LNG transportation [1] - This development enhances China's position in the global shipbuilding industry, particularly in the LNG sector [1]

Core Viewpoint - The new integrated ship launching system developed in China has successfully completed testing, significantly improving the efficiency of ship launching operations [1] Group 1: System Overview - The new integrated ship launching system combines four major modules, including special lifting equipment and ship launching systems, creating a "construction-transport-launch" integrated operation chain [1] - The system allows ships to be launched smoothly, overcoming terrain limitations, and can safely transport heavy ships weighing up to 7,000 tons on land [1] Group 2: Efficiency and Time Savings - The entire launching process takes approximately 5 to 6 hours, which is a significant improvement compared to traditional methods that may take around one day [1] - The efficiency of the new system is estimated to be at least 30% higher than conventional launching systems [1] Group 3: Strategic Importance - The launching system is set to be officially delivered in October, representing a key achievement in promoting green development and intelligent upgrades in inland river shipping [1] - This innovation aligns with the strategic goals for high-quality development along the Yangtze River Economic Belt [1]

可能很多人都看到了电磁弹射的成功，却没注意到这背后几个"全球第一"的细节，以及为什么说未来航 母战斗力将由中国标准定义。福建舰一弹定音，五代战机上甲板，咱们的电磁弹射究竟有多牛？ ...

记者23日从重庆市东江实业有限公司获悉，长江首艘光伏发电豪华游轮"美维凯璇"将于9月28日在重庆 朝天门码头迎来首航。 美维凯璇游轮于2023年开工建造，投资约2亿元，船长149.99米、船宽21.8米、水上最大高度17米，共设 7层载客甲板，由重庆市东江实业有限公司和重庆川东船舶重工有限责任公司合作建造而成。 据了解，该游轮将航行于长江干线(重庆—上海之间)，对长江游轮旅游高质量发展具有极大的推动作 用。 该游轮采用分段预组装技术和高精度定位技术，定位误差达到毫米级，既提高了建造效率，又保证了船 舶的整体结构强度和建造质量。 该游轮采用油电混合动力技术，配置300KW太阳能光伏系统，将太阳光直接转化为电能，引领长江游 轮进入"光伏+"时代。该游轮创新采用直流组网、储能电池、顶层光伏发电技术，减少岸电使用量、岸 电使用率，实现低噪音航行，为游客带来平稳、安静、舒适的体验。 该游轮在软装方面实现了文化与旅游的深度融合，打造出长江上的移动式"江上院子"。青砖白墙、竹影 灰瓦、木雕窗棂、石雕雅苑……位于游轮5楼的"江上院子"将川西庭院的"柔"与三峡俊峰的"刚"相融 合，构建起一个宁静雅致的空间。 ...

据介绍，DH造船此次承接的6艘新船满足国际海事组织（IMO）Tier III排放规定和船舶能效设计指数 （EEDI）第三阶段要求，其中2艘还将搭载脱硫装置（Scrubbers），并预留了LNG推进功能接口，船东 可在将来根据需要将其转换为LNG燃料动力船。 通过承接这6艘新船订单，DH造船目前已锁定了近3年的稳定订单储备，手持订单金额约26亿美元、185 亿元人民币。今年上半年，DH造船在战略性接单层面保持了保守的经营方针，但下半年开始则顺应市 场变化，展开了更为积极的接单活动。 DH造船相关负责人表示："老客户在今年新船交付后再次下单，以及新客户首次下单就签订大规模合 同，这两者同时发生，意义重大。公司将以经过验证的技术实力和稳定的交付能力为基础，进一步提升 全球船东的信赖度。" 9月22日，韩国中型船企DH造船（原大韩造船）宣布获得6艘苏伊士型原油船建造合同，这是DH造船自 今年8月1日在韩国证券交易所（KOSPI）挂牌上市以来承接的首份新船订单，展现了其在全球中型油船 市场的竞争力。 这6艘新船分别来自两家不同客户，其中与DH造船长期合作的"老客户"基于DH造船此前交付船舶的品 质以及稳定的交付能力，此 ...

Group 1 - The company's board of directors held its 16th meeting of the 10th session on September 22, 2025, in Shanghai, with 8 out of 9 directors present [2][3] - The meeting was legally convened and followed the necessary procedures as per the Company Law and the company's articles of association [2][3] Group 2 - The board approved the election of Mr. Li Junhua as the chairman of the board, with a term lasting until the end of the current board session [3][4] - The board also approved the appointment of Mr. Li Junhua as the chairman of the strategic committee [5][6] Group 3 - The third extraordinary general meeting of shareholders was also held on September 22, 2025, at the same location [8][10] - The meeting was conducted with a combination of on-site and online voting, complying with legal and regulatory requirements [10]

图00001. 自航抓斗式挖泥船，全球市场总体规模 来源：QYResearch机械设备研究中心 主要驱动因素: 1.全球基础设施建设需求：随着全球贸易增长和沿海城市扩张，港口扩建、航道疏浚及填海造陆项目持续增加。例如，美国洛杉矶港通过疏浚提升通 航能力以应对日益增长的货运需求，中国粤港澳大湾区和中东迪拜的填海工程也推动了对大型自航抓斗式挖泥船的需求。此外，"一带一路" 倡议下 的海外基建项目（如加纳特码新集装箱码头）进一步拉动了市场增长。 2.环保政策与可持续疏浚需求：国际海事组织（IMO）对船舶排放的严格限制（如 2020 年全球硫含量 0.5% 的标准）倒逼行业升级。自航抓斗式挖泥 船通过技术改进（如 IHC Plumigator 环保溢流装置）减少淤泥泄漏和能耗，同时疏浚物资源化利用政策（如长江口疏浚土用于横沙东滩整治）推动行 业向绿色化转型。欧盟的 FuelEU Maritime 法规要求 2025 年起船舶使用低碳燃料，加速了 LNG 动力挖泥船的应用。 3.海上风电与海洋资源开发：海上风电项目的激增（如荷兰北海 Hollandse Kust 项目）需要海底电缆铺设和基础施工，自航抓斗式挖泥船承担了 ...