该船建造技术复杂、工艺要求极高，对项目管理的系统性、创新性提出了严峻考验。此次出坞，船舶完 整性状态良好，标志着前期建造策划的成功，其中8甲以下活动坡道已实现完整性功能效用，同时，5甲 以下坡道防滑沙铺设作业也全部完工。 1月21日，中船广船国际为韩国HMM公司建造的10800车LNG双燃料汽车运输船(PCTC)1号船在广州南 沙出坞。 10800车LNG双燃料汽车运输船是目前中国建造的最大汽车运输船，采用LNG/燃油双燃料动力系统，满 足国际海事组织TierⅢ排放标准。该船船长230米、型宽40米、结构吃水10.5米，采用LNG双燃料技术， 兼顾环保与高效。其14层汽车甲板设计(含5层活动甲板)可灵活装载电动汽车、氢能源汽车及重型卡车 等多元货物，单船最大载车量达10800辆。 资讯编辑：王芳琴 021-66896877 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引 ...

Core Views - The A-share market is experiencing a cooling trend, but the enthusiasm for buying has not completely faded, indicating that structural market characteristics will continue to be prominent [2][10] - Focus on structural opportunities, particularly in sectors with strong annual report growth forecasts, while being cautious of external variables such as geopolitical tensions and overseas tariff disputes [2][10] Market Overview - On Thursday, the three major indices of Shanghai and Shenzhen showed a fluctuating upward trend, with military stocks such as aerospace and shipbuilding experiencing significant gains, while insurance stocks adjusted [4][10] - The overall market sentiment remains active with a good profit-making effect, as the total trading volume reached 26,917 billion [5] Sector Analysis Military Industry - Military stocks, including aerospace and shipbuilding, have shown strong performance, with significant gains in previous years, such as a 25.27% increase in the second half of 2020 and a 25.46% increase in the first half of 2025 [6] - The military sector is expected to benefit from stable growth in defense budgets and geopolitical events that may catalyze demand [6] - Key areas for investment include aerospace, flight weapons, defense information technology, and military new materials, with a focus on companies with long-term performance support [6] Commercial Aerospace - The commercial aerospace sector has seen substantial growth, driven by policy support and increasing demand for satellite internet applications [7][8] - The industry is transitioning from technology validation to exploring sustainable business models, with a clear regulatory framework and financing support in place [7][8] - Investment opportunities include short-term focus on satellite internet constellation construction and long-term attention to technological breakthroughs in rocket recovery and satellite applications [8] Market Outlook for 2026 - The macroeconomic environment and monetary policy are crucial variables influencing A-share trends, with expectations of policy resonance from the "14th Five-Year Plan" and the U.S. midterm elections [3][9] - The stock demand is expected to be supported by the profit-making effect and low interest rates, with a continuous influx of medium to long-term funds into the market [3][9] - The supply side may see an increase in IPO issuance and refinancing, while the pace of large shareholder reductions may also increase [3][9]

每日市场观察 2026 年 1 月 23 日 【今日关注】 沪指早盘高开低走，午后震荡回升，三大指数集体翻红，沪指涨 0.14 %，深证成指涨 0.50%，创业板指涨 1.01%。行业板块多数收涨，航天 航空、采掘行业、船舶制造等板块涨幅居前，电子化学品、保险板块 跌幅居前。沪深京三市成交额超过 2.7 万亿，较周四放量近千亿。量 能保持在 2.5 万亿之上，总体上继续保持震荡格局。 以 CPO 为代表的科技板块持续活跃，周四龙头个股再度大涨。其实无 论是 CPO、PCB、半导体设备，还是脑机接口、存储芯片等细分领域， 均受益于新质生产力发展与政策红利加持，业绩增长确定性较强。资 金从高位题材股向硬科技核心标的集中，正是市场回归价值投资的体 现。价值投资标的并不仅限于传统的食品饮料等板块，与时俱进提高 市场认知，硬科技才是当下核心主线。 短线看，沪指已经持续 6 个交易日的窄幅震荡，其中不乏投资机遇。 与其纠结于大盘走势，不如紧扣硬科技这一中长线投资方向。从近一 年的市场表现看，以 CPO 为代表的科技板块持续活跃，穿越了市场震 荡，走势明显强于大盘。操作上，建议投资者保持理性，短期震荡不 改长期趋势，坚守核 ...

图为当日，新一代自升式海上作业支持平台从青岛西海岸新区离泊赴中东（无人机照片）。 新华社 22日，由中船武汉船机海西重机自主设计建造的两座新一代"海上移动岛"——TYPE3 PRO型自升式海上作业支持平台，从青岛西海岸新区启 航，发往中东波斯湾海域交付。该型平台集作业高效、绿色环保与网络安全等先进性能于一身。 ...

本报讯(赵芳王华)1月22日，位于灌南县田楼镇大蟒牛村境内灌河岸边，苏北规模最大的船用钢材仓储 项目正式落户。 灌南是连云港船舶制造产业的核心承载地，近年来，该县船舶产业加速向大型化、高附加值转型，从3 万吨级以下的"小船坞"跃升至11.5万吨级的造船基地，临港产业片区4家船舶企业新增订单已超20亿 元，对船用钢材等核心原材料的仓储、供应需求日益迫切。 该项目总仓储容量达6万吨，其中船用钢板5万吨、螺纹钢1万吨，由上海上城国建控股投资建设，特邀 专业仓储上市企业丰亿公司负责运营管理，将精准配套苏北及灌河两岸船舶制造企业，预计年产值可达 20亿元。该项目是灌南完善船舶产业链条的关键举措，依托便利的水运优势，实现钢材高效运输与快速 配送，降低周边船舶企业的原材料采购与物流成本，打造集仓储、分拣、配送于一体的现代化钢材供应 链基地。 ...

Summary of Key Points Core Viewpoint - The company *ST Songfa (603268) has signed a significant contract for the construction of two VLCC supertankers, which is expected to positively impact its future performance despite potential risks associated with contract execution [1]. Trading Information - On January 22, *ST Songfa closed at 86.82 yuan, down 2.65%, with a turnover rate of 1.85% and a trading volume of 23,000 shares, amounting to a total transaction value of 201 million yuan [1]. - On the same day, the main funds experienced a net outflow of 39.593 million yuan, accounting for 19.66% of the total transaction value [1]. - Retail investors saw a net inflow of 9.0246 million yuan, representing 4.48% of the total transaction value [1]. Company Announcements - The subsidiary of Guangdong Songfa Ceramics Co., Ltd., Hengli Shipbuilding (Dalian) Co., Ltd., has signed a contract for the construction of two 30.6 million-ton VLCC supertankers, with a total contract value of approximately 200-300 million USD, expected to be delivered in the second half of 2028 [1]. - The contract is with a Singapore-based company, Eastern Pacific Shipping Pte. Ltd., and there is no related party relationship between the two parties [1]. - The long execution period of the contract may be influenced by market conditions, raw material prices, and exchange rates, which introduces execution risks [1].

（文章来源：中国新闻网） 1月21日，HMM10800车LNG双燃料汽车运输船(PCTC)1号船在广州南沙出坞。钟伟摄 该船建造技术复杂、工艺要求极高，此次出坞，船舶完整性状态良好。 中新社广州1月22日电据中国船舶旗下广船国际22日通报，由广船国际为韩国HMM公司建造的10800车 LNG双燃料汽车运输船(PCTC)1号船21日在广州南沙出坞。 10800车LNG双燃料汽车运输船是目前中国建造的最大汽车运输船，船长230米、型宽40米、结构吃水 10.5米，采用LNG(液化天然气)/燃油双燃料动力系统，兼顾环保与高效。其14层汽车甲板设计(含5层活 动甲板)可灵活装载电动汽车、氢能源汽车及重型卡车等多元货物，单船最大载车量达10800辆。 ...

截至2026年1月22日收盘，*ST松发（603268）报收于86.82元，较前一交易日下跌2.65%，最新总市值为 842.83亿元。该股当日开盘89.25元，最高89.82元，最低86.22元，成交额达2.01亿元，换手率为1.85%。 《关于下属公司签订日常经营重大合同的公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 最新公告列表 公司近日发布公告称，其下属公司恒力造船（大连）有限公司近日签署2艘30.6万吨VLCC超大型原油运 输船建造合同，合同金额合计约2-3亿美元，预计2028年下半年相继交付。交易对方为新加坡公司 Eastern Pacific Shipping Pte. Ltd.旗下单船公司，双方无关联关系。公告指出，合同履行期较长，可能受 市场、原材料价格、汇率等因素影响，存在履约风险。该合同系日常经营性合同，无需提交董事会或股 东会审议，对公司业务独立性无影响，预计将对公司未来业绩产生积极影响。 ...

国产航母概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600150 | 中国船 舶 | 2.24 | 1.69 | 49143.67 | 10.70 | | 600372 | 中航机 载 | 5.95 | 4.70 | 37496.59 | 10.13 | | 601608 | 中信重 工 | 10.04 | 1.98 | 34051.50 | 47.63 | | 601106 | 中国一 重 | 10.10 | 3.12 | 33543.14 | 29.47 | | 000738 | 航发控 制 | 6.79 | 7.17 | 18649.45 | 7.73 | | 600391 | 航发科 技 | 10.00 | 9.47 | 18001.90 | 11.26 | | 600893 | 航发动 | 4.54 | 3.56 | 17569.11 | 3.77 | | | 力 | | | | | | - ...

Core Viewpoint - The China Shipbuilding sector has shown a positive performance with a 2.73% increase, ranking 10th among concept sectors, driven by significant gains in stocks such as China Shipbuilding Defense and China Power [1][2]. Group 1: Market Performance - As of January 22, the China Shipbuilding sector saw 9 stocks rise, with China Shipbuilding Defense, China Power, and China Marine Defense leading with increases of 7.49%, 7.30%, and 2.85% respectively [1]. - The top-performing concept sectors included domestic aircraft carriers with a 3.82% increase and combustible ice at 3.57%, while the China Shipbuilding sector followed closely with a 2.73% rise [2]. Group 2: Capital Inflow - The China Shipbuilding sector experienced a net capital inflow of 742 million yuan, with 9 stocks receiving inflows, and 6 stocks exceeding 10 million yuan in net inflow [2]. - China Shipbuilding led the inflow with 491 million yuan, followed by China Shipbuilding Defense and China Power with inflows of 142 million yuan and 36.77 million yuan respectively [2][3]. Group 3: Capital Flow Ratios - The top stocks by net capital inflow ratio included China Shipbuilding at 10.70%, China Shipbuilding Defense at 8.18%, and Kunshan Intelligent at 6.45% [3]. - The trading turnover rates for these stocks were also notable, with China Shipbuilding at 1.69% and China Shipbuilding Defense at 6.32% [3].