近日，江龙船艇（股票代码：300589）承建的温州市600吨级渔政执法船"中国渔政33069"顺利吉水，与此同时，为宁波象山县韭山列岛国家级自然保护区 量身打造的200吨级海洋巡护船"中国渔政33233"正式交付。两艘不同吨位、不同定位的渔政执法船相继落地，既是江龙船艇深耕渔政执法船细分领域、彰 显精湛建造技艺的生动实践，更是其践行海洋强国战略、助力海洋经济高质量发展的具体行动，为浙江省乃至全国海洋生态保护、渔业秩序规范和海洋权 益维护注入强劲装备动能，为海洋强国建设筑牢装备根基。 温州市600吨级渔政执法船"中国渔政33069"吉水 为强化应急处置能力，船舶专门配备2艘航速40节的铝合金工作艇，可快速响应海上突发救援任务。同时，该船集成导航、机舱自动化和综合监控网络于 一体，打造成为可联动岸基、船基的联合执法指挥中心，能够高效完成海上监督检查、渔业生产秩序维护、海难救助、违规船舶登临紧追，以及排污船只 现场取证等多项任务，为保护海洋资源、维护海洋权益提供坚实装备支撑，助力浙江省海洋经济高质量发展。 象山县200吨级海洋巡护船"中国渔政33233"交付 "中国渔政33233"是江龙船艇为象山县韭山列岛国家级自 ...

Group 1 - The 2025 He Liang He Li Foundation Science and Technology Awards ceremony was held in Beijing, recognizing 54 outstanding scientists in various fields, including marine engineering and oil and gas exploration [1] - The awards included the Science and Technology Progress Award, which was given to 32 individuals for significant scientific discoveries or contributions in fields such as physics, astronomy, life medicine, energy security, and engineering technology [1] - The He Liang He Li Foundation has awarded a total of 1,692 outstanding scientists over its 31-year history, serving as a successful model for creating science and technology awards in China [2] Group 2 - Wu Xiaoguang from China Shipbuilding Group received the Science and Technology Progress Award in transportation technology for his contributions to high-end ship equipment design, including his role as the deputy chief designer of China's first aircraft carrier, the Liaoning [1] - Xu Changgui, chief scientist and chief geologist at China National Offshore Oil Corporation, received the Industry Innovation Award for his extensive research in offshore oil and gas geology, leading to significant breakthroughs in exploration [2] - Xu has previously received one first-class and two second-class National Science and Technology Progress Awards for his contributions to the field [2]

国泰海通主要观点如下： 1月船舶价格结构分化，新船价格震荡偏弱、二手船价格继续走强 智通财经APP获悉，国泰海通发布研报称，1月全球新船价格指数为184.29点，同比下降2.69%、环比下 降0.19%；船舶价格结构分化，新船价格震荡偏弱、二手船价格继续走强。2025年我国船舶出口规模持 续扩大，出口占比维持高位。2026年开年以来多类型船舶交付及新接订单稳步推进，国产甲醇双燃料动 力技术等绿色动力技术应用持续落地。 1)中船澄西顺利完成希腊籍"安特普"轮修理项目。该轮于2026年1月1日完工出厂，历时16天完成全部修 缮任务。作为重点修船项目，本次高效交付体现了中船澄西在复杂修理工程领域的履约能力和项目组织 能力。2)广船国际4.95万吨甲醇双燃料化学品船开启试航。该船为系列船第4艘，标志国产甲醇双燃料 动力技术在实船应用中的成熟度进一步提升，推动广船国际在绿色环保船型领域竞争力持续增强。3)武 昌造船新签9艘支线集装箱船订单生效。合同包括5艘1100TEU船型和4艘1800TEU船型，有助于武昌造 船巩固在支线集装箱船细分市场的份额，并支撑后续订单结构优化和产能利用率提升。 数据跟踪 截至2月02日，布伦 ...

2月2日，中国船舶重工集团动力股份有限公司（以下简称"中国动力"或"公司"）发布公告，经公司董事 会审议同意，李勇因工作调整不再担任公司董事长、董事职务，张鑫、桂文彬因工作调整不再担任董事 职务。邵煜、陈刚、徐猛、王锋、朱宏光为公司第八届董事会非独立董事候选人。 同时，中国动力披露了高级管理人员调整情况。朱宏光不再担任公司副总经理，王锦不再担任公司总会 计师。聘任付向昭为公司总经理，王正祥、裘春华、顾吉同、包东明、张仲领、王锦为公司副总经理， 聘任陈朔帆为公司总会计师。 | 证券代码:600482 | 证券简称:中国动力 | 公告编号:2026-003 | | --- | --- | --- | | 债券代码:110808 | 债券简称:动力定02 | | 王正祥简历 王正祥，男，满族，1982年7月出生，中共党员，辽宁抚顺人，2006年7月参加工作，研究生学历，研究 员级高级工程师。 邵煜简历 邵煜，男，汉族，1973年7月出生，中共党员，浙江镇海人，1993年7月参加工作，哈尔滨工程大学船舶 与海洋工程专业硕士，正高级工程师。 曾在沪东造船厂、沪东重机有限公司、上海中船三井造船柴油机有限公司、上海沪临重工 ...

Core Insights - The report highlights the release of the "Low Altitude Economic Standard System Construction Guide (2025 Edition)", marking a significant step in the regulation and development of the low altitude economy in China [13]. Group 1: Industry Dynamics - The Guangdong provincial government has set development goals for the low altitude economy in its 2026 work report, indicating a commitment to advancing this sector [13]. Group 2: Policy Developments - The "Low Altitude Economic Standard System Construction Guide (2025 Edition)" is the first comprehensive standard document in China's low altitude economy sector, aimed at transitioning the industry from "chaotic growth" to "regulated and scaled development" [13]. Group 3: Company Developments - WoFei ChangKong has completed a new round of financing amounting to nearly 1 billion yuan, setting a record for the largest single financing in the low altitude economy at the start of 2026. The funds will be used for the certification of the AE200 series, the production of a global headquarters, and the construction of a low altitude travel business model [12].

Group 1 - Alphabet's Q4 revenue reached $113.83 billion, a year-on-year increase of 18%, with Google Cloud revenue at $17.66 billion, up 48% [2] - Nvidia plans to invest $20 billion in OpenAI, potentially its largest single investment, and aims to participate in another funding round before OpenAI's IPO [2] - Eli Lilly reported Q4 revenue of $19.292 billion, a 43% increase year-on-year, with net profit rising 50% to $6.636 billion [2] Group 2 - Alibaba's Jack Ma was seen at the company's headquarters focusing on AI business development, raising market interest in Alibaba's AI strategy [4] - JinkoSolar announced a stock price deviation of 30% over three trading days, clarifying that it has no undisclosed major information and remains focused on ground photovoltaic business [4] - China Shipbuilding Defense signed contracts for 16 box ship constructions valued between $736 million and $896 million, indicating strong competitiveness in shipbuilding [4] Group 3 - Yum China reported Q4 revenue of $2.82 billion, an 8.8% year-on-year increase, with adjusted EPS at $0.4, up from $0.3 [5] - Hong Kong Stock Exchange's CEO stated that the IPO market is not facing a "logjam," with sufficient funds available for new listings [5] - TSMC plans to produce 3nm chips in Kumamoto, Japan, enhancing its global competitiveness in advanced manufacturing [6] Group 4 - Apple partnered with Alphabet to use it as its preferred cloud service provider, with plans to release new products in 2026 [8] - Amazon's AI assistant Alexa+ is now available to all U.S. users, with plans to invest in OpenAI and accelerate film production using AI [8] - Tesla's Shanghai factory delivered 69,129 vehicles in January, a 9% year-on-year increase, despite a significant drop in sales in the UK market [8] Group 5 - Samsung Electronics' market value surpassed 1 trillion KRW (approximately $688 billion), benefiting from a super cycle in memory chips [11] - Toyota raised its global vehicle production target for 2028 to 11.3 million units, a 10% increase from 2026 [11] - SK Hynix announced record performance bonuses for employees, reflecting strong market conditions and rising NAND prices [11] Group 6 - Amundi plans to reduce exposure to U.S. dollar assets due to concerns over U.S. policy changes, suggesting a shift towards European and emerging markets [14] - Nestlé's CEO plans to restructure the company, focusing on core businesses and divesting non-core assets to boost growth [14] - BMW Group announced plans to launch around 20 new models by 2026, emphasizing electric vehicle development and partnerships [14]

Core Viewpoint - China Shipbuilding Defense (00317) has signed a contract for the construction of 16 feeder container ships with EVERGREEN MARINE (ASIA) PTE. LTD., with a total contract value estimated between $736 million and $896 million [1] Group 1: Company Developments - China Shipbuilding Defense's stock rose nearly 3%, currently trading at HKD 14.97 with a transaction volume of HKD 3.4215 million [1] - The contract signed with EVERGREEN MARINE is a significant development for the company, indicating strong demand in the shipbuilding sector [1] Group 2: Industry Insights - According to Zheshang Securities, shipyards are nearing capacity, but the number of active shipyards and delivery volumes have significantly decreased compared to the previous cycle [1] - The tight supply-demand situation is expected to drive ship prices higher, supported by supply constraints, difficulties in expansion, replacement cycles, and environmental policies [1] - The shipbuilding cycle is anticipated to experience upward fluctuations due to these factors [1]

Group 1 - China Shipbuilding Defense (中船防务) shares rose nearly 3%, currently up 1.91% at HKD 14.97, with a trading volume of HKD 3.4215 million [1] - The company announced a contract with EVERGREEN MARINE (ASIA) PTE. LTD. for the construction of 16 feeder container ships, with a total contract value ranging from approximately USD 736 million to USD 896 million [1] - According to Zheshang Securities, the shipyard capacity is nearing saturation, but the number of active shipyards and delivery volumes have significantly decreased compared to the previous cycle, leading to a tight supply-demand situation that may drive ship prices higher [1] Group 2 - The tightening supply, difficulties in expansion, along with the ship replacement cycle and environmental policies, are expected to sustain high ship prices, indicating a potential upward trend in the shipbuilding cycle [1]

国机重装：2025年度净利润同比增长10.89% 利亚德：拟不超1亿元投资产业基金，后者将定向投资商业航天（核心股）领域的非上市公司 【经营合作】 【增持回购】 长安汽车：拟以10亿元-20亿元回购公司股份 【业绩】 【重要事项】 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 盛新锂能：全资子公司盛屯锂业拟12.6亿元收购惠绒矿业13.93%股权 广东建工：联合体中标15.24亿元年产2GWh三维固态锂电池（核心股）智能制造生产基地项目 中船防务：签订16艘支线集装箱船建造合同，金额7.36亿美元至8.96亿美元 中文在线：拟与腾讯计算机就动画微短剧授权合作事宜达成合作 东华科技：与青海东台吉乃尔锂资源股份有限公司签订战略合作框架协议 上海医药（核心股）：拟不低于10.23亿元公开挂牌转让中美施贵宝30%股权 中船防务：签订16艘支线集装箱船建造合同 金额7.36亿美元至8.96亿美元 银邦股份：收到Holtec公司约2.8亿元销售订单 斯莱克：控股子公司获韩国电池客户项目定点 惠博普：签订约15.96亿元Naft Khana油田复产项目合同 北新路桥：联合体中标11.45亿元工程项目 康恩贝 ...

•欧委会对中国风电企业启动深入调查 商务部回应 •中国人民银行召开2026年信贷市场工作会议 着力支持扩大内需、科技创新、中小微企业等重点领域 •中国光伏行业协会：太空光伏技术仍处于探索和验证的初期阶段 •商务部新闻发言人就欧委会对中国风电企业启动《外国补贴条例》深入调查答记者问时表示，中方注意到有关情况。近期，欧方频繁使用《外国补贴条 例》调查工具对中国企业发起调查，还将对风电、安检设备企业的调查升级为深入调查，具有明显针对性和歧视性，中方对此高度关切，强烈不满。（新华 财经） •近日，中国人民银行召开2026年信贷市场工作会议。会议要求，进一步完善金融"五篇大文章"各项机制，落实好结构性货币政策工具增量政策，加强与财 政政策协同，大力发展科技金融、绿色金融、普惠金融、养老金融、数字金融，强化消费领域金融支持。建设多层次金融服务体系，着力支持扩大内需、科 技创新、中小微企业等重点领域。继续做好金融支持融资平台债务风险化解工作，支持地方政府持续推进融资平台市场化转型，引导金融机构按照市场化、 法治化原则做好服务。（新华财经） 转自：新华财经 •中央财办分管日常工作的副主任、中央农办主任韩文秀4日在国新办举行的 ...