Group 1 - The top 20 stocks with significant capital inflow include Tianfu Communication (748 million), Zhongji Xuchuang (677 million), and Xinyi Sheng (659 million) [1] - The sectors represented among the top inflow stocks include communication equipment, non-metal materials, aerospace, and software development [2][3] - Notable stock performances include Tianfu Communication with a 2.95% increase, Zhongji Xuchuang with a 1.11% increase, and Walden Materials with a 6.72% increase [2][3] Group 2 - The highest capital inflow was observed in Tianfu Communication with 748 million, followed by Zhongji Xuchuang with 677 million and Xinyi Sheng with 659 million [1] - Other significant stocks with capital inflow include Aerospace Electronics (593 million), Xinwei Communication (562 million), and Runze Technology (526 million) [1][2] - The stock with the highest percentage increase is Tiantong Co., Ltd. with a 10.03% rise, followed by Jiu Ding New Materials with a 10% increase [3]

| | 板块名称 涨跌幅(%) 板块资金流向 | | 净流入最大 | | --- | --- | --- | --- | | 航天航空 | 3.54 | 22.98亿元 | 航天电子 | | 通信设备 | 0.69 | 17.68亿元 | 天孚通信 | | 通用设备 | 0.8 | 14.97亿元 | 巨力索具 | | 光伏设备 | 2.14 | 12.00亿元 | 隆基绿能 | | 非金属材料 | 0.68 | 9.41亿元 | 沃尔核材 | | 煤炭行业 | 1.81 | 8.86亿元 | 大有能源 | *数据仅供参考，不构成投资建议 据交易所数据显示，截至1月22日午间收盘，大盘主力资金净流出284.13亿元。主力资金流入前十大板块分别为：航天航空（22.98亿元）、 通信设备（17.68 亿元）、 通用设备（14.97亿元）、 光伏设备（12.00亿元）、 非金属材料（9.41亿元）、 煤炭行业（8.86亿元）、 软件开发（8.15亿元）、电子元件（7.82 亿元）、 船舶制造（7.50亿元）、 石油行业（7.20亿元）。 | 软件开发 | 0.76 | 8.15亿元 | 中国软件 | | --- | ...

Group 1 - The top 20 stocks with significant capital inflow include Aerospace Electronics (8.98 billion), Tianfu Communication (7.17 billion), and Zhongji Xuchuang (6.63 billion) [1] - Aerospace Electronics experienced a price increase of 8.1%, while Tianfu Communication and Zhongji Xuchuang saw increases of 3.85% and 1.33% respectively [2] - Other notable stocks with substantial capital inflow include Woer Nuclear Materials (5.31 billion), Jiuding New Materials (4.75 billion), and China Nuclear Engineering (4.37 billion) [1][2] Group 2 - Jiuding New Materials had a significant price increase of 10%, while Zhejiang Wenlian and China Shipbuilding also saw increases of 10% and 1.96% respectively [2][3] - The energy sector is represented by China Petroleum with a capital inflow of 2.85 billion and a price increase of 2.85% [3] - Companies like Jushi Group and Goldwind Technology also showed strong performance with capital inflows of 2.78 billion and 2.73 billion, and price increases of 10.01% and 4.44% respectively [3]

该行续指，当前船厂运载已近饱和，但活跃船厂数量及交付量相较上一轮周期显著下降，供需紧张或推 动船价持续走高。由于供给收缩、扩产困难，叠加换船周期、环保政策，供需紧张有望驱动船价持续创 新高，船舶周期有望震荡上行。 浙商证券发布研报称，中船防务2025年报业绩预告符合预期，公司预计2025年归母净利润同比增长 150%-197%预计2025年实现归母净利润9.4亿元至11.2亿元，同比增长149.61%-196.88%；扣非归母净利 润8.5亿元至10.2亿元，同比增加153.27%-203.93%。该行认为，中船集团旗下总装资产整合有望进一步 加强内部协同，提升规模效应和加强精益化管理。公司是中国船舶集团旗下唯一"A+H"平台，在集团解 决同业竞争方面有望受益。 智通财经APP获悉，中船防务(00317)涨超5%，截至发稿，涨5.24%，报15.65港元，成交额5728.23万港 元。 ...

浙商证券（601878）发布研报称，中船防务2025年报业绩预告符合预期，公司预计2025年归母净利润同 比增长150%-197%预计2025年实现归母净利润9.4亿元至11.2亿元，同比增长149.61%-196.88%；扣非归 母净利润8.5亿元至10.2亿元，同比增加153.27%-203.93%。该行认为，中船集团旗下总装资产整合有望 进一步加强内部协同，提升规模效应和加强精益化管理。公司是中国船舶集团旗下唯一"A+H"平台，在 集团解决同业竞争方面有望受益。 该行续指，当前船厂运载已近饱和，但活跃船厂数量及交付量相较上一轮周期显著下降，供需紧张或推 动船价持续走高。由于供给收缩、扩产困难，叠加换船周期、环保政策，供需紧张有望驱动船价持续创 新高，船舶周期有望震荡上行。 中船防务（600685）(00317)涨超5%，截至发稿，涨5.24%，报15.65港元，成交额5728.23万港元。 ...

人民财讯1月21日电，据武昌造船官微消息，1月21日，由中船集团武昌造船为希腊Athenian Sea Carriers 公司量身打造的18500DWT成品油/化学品船4号船顺利交付。该船性能卓越、配置精良，总长149.8米， 型宽22.8米，型深12.7米，设计吃水8.5米，续航力达10000海里，航速13节，入级LR船级社，具备无限 航区运营能力，可适配IMO II类和III类化学品及成品油运输需求。 ...

中国船舶工业协会最新数据显示，2025年1-9月我国造船业三大核心指标持续领跑全球：造船完工量达 3853万载重吨，同比增长6.0%；手持订单量24224万载重吨，同比增长25.3%；以载重吨计，三大指标 分别占世界总量的53.8%、67.3%和65.2%，延续了中国造船业连续16年全球第一的领先地位。同时，恰 逢"十五五"规划明确"推动海洋经济高质量发展，加快建设海洋强国"的战略目标，船舶产业作为关乎国 家战略安全与海洋装备制造优势的核心领域，迎来重要发展机遇。在此背景下，富国基金于1月12日正 式发行全市场首只船舶主题ETF(基金代码：560710，认购代码：560713)，为投资者提供一键布局船舶 产业链的便捷工具，助力把握行业从"造船大国"向"海洋强国"跨越的产业红利。 聚焦船舶产业，全产业链优势布局 船舶ETF(基金代码：560710，认购代码：560713)是市场首只以船舶制造为主题的指数基金，所跟踪的 指数为中证智选船舶产业指数，该指数选取40家业务涉及船用材料、船舶配套、船舶制造、航运等船舶 产业相关领域的代表性上市公司证券作为指数样本。Wind数据显示，指数前三大权重行业分别为航海 装备Ⅲ( ...

Core Viewpoint - The Hubei Electric Power Company is leading a project focused on battery-powered cargo ships and integrated charging systems, which has been selected as a pilot for high-quality development in inland shipping by the Ministry of Transport, aiming to promote the transformation and high-quality development of China's inland shipping industry through green and intelligent shipping solutions [1] Group 1: Project Implementation and Goals - The project aims to integrate resources across five key elements: cargo, ships, vehicles, electricity, and ports, creating a green shipping route along the Yangtze River Economic Belt [1] - Hubei province, with its extensive waterways, is positioning itself as a leader in the inland shipping sector, focusing on technological innovation and the development of a national ship design hub [1] Group 2: Policy and Collaborative Efforts - In February 2023, a memorandum of cooperation was signed between the Ministry of Industry and Information Technology and the Hubei provincial government to explore typical applications of green intelligent inland ships [2] - A framework cooperation agreement was initiated in May 2024 among Hubei, Fujian, Anhui, and other regions to promote green development in the shipbuilding industry [2] Group 3: Innovation Ecosystem and Collaboration - The establishment of a collaborative innovation ecosystem is emphasized, with a focus on integrating various stakeholders to enhance the commercialization of new technologies and products [3] - Hubei has implemented measures such as the "1+5+N" provincial and municipal integration system and the establishment of the Yangtze Green Water Fund to support the development of the green intelligent shipping industry [3] Group 4: Role of Leading Enterprises - Leading enterprises are identified as key drivers for the development of the inland shipping industry, with a focus on addressing challenges and enhancing competitiveness through innovation [4] - Collaborative efforts among universities and industry players are being made to develop a comprehensive technological and standards framework for green intelligent inland shipping [4] Group 5: Strategic Development and Infrastructure - The strategic layout for building a national industrial cluster for ships and marine engineering is centered on technological innovation and institutional support [5] - The Yidu Green Intelligent Ship Industrial Park is highlighted as a core project, attracting various enterprises to enhance the local shipping industry [5]

Core Viewpoint - The global new shipbuilding prices have remained stable, and the company is expanding its existing ship type structure to cover three mainstream ship types: oil, bulk, and container ships [2] Group 1: Company Developments - The company has a total of 79 ships in hand orders as of the end of the third quarter of 2025, with production scheduled to extend until the end of 2028 [2]

Core Viewpoint - The company is leveraging the growing global demand for oil tankers to expand its shipbuilding business, successfully securing multiple MR tanker orders and enhancing its product structure in ship manufacturing [1] Group 1: Company Developments - The company has capitalized on the new opportunities in the global oil tanker market, showcasing its innovation and manufacturing capabilities [1] - In the past year, the company has won several MR tanker construction orders, indicating a solidified position in the dry bulk shipping industry while diversifying its ship types [1] Group 2: Future Outlook - By the second half of 2025, the container ship sector is expected to perform well, with a surge in orders for feeder container ships, which the company is also poised to benefit from by securing multiple container ship orders [1]