但大盘的整体强势并非人为可以逆转，最终上证指数收涨 0.72%，深证成指涨 1.29%，创业板指涨 1.4%；个股层面，3575 家上涨，1557 家下跌，全市场成交量达 2.45 万亿，较前一交易日有所放大。 来源：沃伦财经 盘面原本走势向好，却突发变脸。 午间收盘时，上证指数触及全天高点约 4167 点，涨幅约 1.2%；不料午后开盘，"YYDS"便蜂拥而出， 一秒钟发生了集体砸盘的现象，其中招商银行、华泰证券、中国人寿，以及中石油、中国移动瞬间跳 水，硬生生的逆转了指数的上行态势。持续的卖盘涌现，在盘面上形成了明显的下行导向，尽管指数在 14 ： 30 分左右企稳，最终收于 4147 点左右，午后跳水幅度达 0.8%左右，此次盘面异动的人为操盘痕 迹昭然若揭，资金控制指数节奏的意图十分明确。 主力资金流向则出现显著变化，午间收盘时主力资金仍净流入约 50 亿元，午后却转为净流出 177 亿 元，其中沪市净流出额达 151 亿元。低估值、绩优、低位的板块，成为主力调控指数的工具，这也让价 值投资、理性投资、长期投资的理念，再次成为对投资者的考验，考验着投资者对投资理念的理解、承 压能力与坚持的定力。 板块 ...

36氪获悉，A股三大指数午间休盘集体上涨，沪指涨1.2%，深成指涨1.47%，创业板指涨1.43%；钢铁、 海运、化肥农药板块领涨，包钢股份、招商轮船、川金诺涨停；电脑硬件、互联网、文化传媒板块跌幅 居前，掌阅科技跌停，首都在线跌超9%，江波龙跌超3%。 ...

盘面上，油气、海运、化工、有色金属板块再度走强，超导、PEEK材料、高速铜连接概念股活跃。 盘面上，油气、海运、化工、有色金属板块再度走强，超导、PEEK材料、高速铜连接概念股活跃。超硬材料、存储器、光伏、AI应用、宇树机 器人、离境退税题材走弱。 09:21 港股开盘丨恒生指数高开0.58% 恒生指数高开0.58%，恒生科技指数涨0.86%。海底捞、中国宏桥、小鹏汽车、金蝶国际、携程集团涨逾2%。 | Hટા | 恒生指数 | May 5 | 26745.20c | 154.88 | 0.58% | | --- | --- | --- | --- | --- | --- | | HSTECH 恒生科技 | | hurr | 5316.09c | 45.39 | 0.86% | 09:20 现货白银站上88美元/盎司，日内涨1%。 09:26 磷化工板块延续活跃，澄星股份2连板，和邦生物、六国化工、川金诺、云天化、川发龙蟒跟涨。消息面上，2月18日，特朗普签署行政 令，将元素磷及草甘膦等关键除草剂纳入国防关键物资。白宫认定其供应中断将直接威胁美国国防工业与粮食安全，指示农业部与国防部制定 配套措施，保障两类物 ...

这艘船由250吨锂离子电池组供电。 在塔斯马尼亚岛东南部首府霍巴特，世界上最大的电池动力船Hull 096于2025年10月首次通电。Hull 096由澳大利亚造船商Incat Tasmania于2025年5月发 布，最终将以乌拉圭女演员兼导演奇娜 · 索瑞拉（China Zorrilla） 的名字命名并在南美洲运营，在阿根廷的布宜诺斯艾利斯与乌拉圭的科洛尼亚德尔萨克 拉门托之间执行轮渡任务。它将全面展现兆瓦级充电和电池储能的极限性能。预计Hull 096将于2026年第一季度完成试航。 得益于电池能量密度提升、 电力电子设备能效提高及港口充电基础设施的增加，海运业电动化在过去几年发展势头迅猛。轮渡因高频次往返、航程较短 和岸基快充等特性，成为了海运业最具前景的电动化早期应用场景之一。 布宜诺斯艾利斯与科洛尼亚德尔萨克拉门托相距60公里，Hull 096预计单程布宜诺斯艾利斯与科洛尼亚德尔萨克拉门托相距60公里，Hull 096预计单程耗 时90分钟。两个港口都将安装直流充电站，充满电一次预计只需要40分钟。这艘130米长的船单程可运载2100名乘客和225辆汽车。 Corvus Energy公司的首席技术官 ...

截至收盘，沪指涨0.87%报4117.41点；深成指涨1.36%报14291.57点；创业板指涨0.99%报3308.26点。 中新网2月24日电2月24日，马年首个交易日，A股三大股指集体上涨。 A股三大股指收盘表现。 全市场超4000只个股上涨，全天成交额约2.2万亿元，较前一交易日有所放量。 盘面上，能源设备、石油天然气、海运、化肥农药等行业板块涨幅居前；概念板块方面，培育钻石、玻 璃纤维、磷化工、油气开采等表现亮眼。 （文章来源：中国新闻网） ...

此次专项贷款的落地，是宁波深化金融与产业政策协同、精准服务民营经济的缩影。宁波交通港航部门 积极落实《中华人民共和国民营经济促进法》和《关于进一步促进民间投资发展的若干措施》精神，通 过搭建银企对接平台、建立项目储备库、推动政策直达快享等举措，已推动5个船舶建造融资项目纳入 政策支持范围，总获批额度达2.55亿元，为更多港航企业转型升级提供了可复制的宁波做法。 据悉，下一步，宁波交通港航部门将继续深化政策宣传和融资对接，扩大设备更新专项贷款覆盖范围， 引导更多民营企业参与船舶更新、智慧港口建设等领域，为推动宁波港航业高质量发展、服务交通强国 建设贡献更大力量。 "这场'及时雨'真是解了我们的燃眉之急！"企业负责人激动地算了一笔账：按1.75%的利率计算，一年 可节省利息近百万元，大大降低了融资成本，让企业能够轻装上阵，加速船舶绿色化、智能化升级。 央广网宁波2月24日消息（记者张雯雯 通讯员宋兵 梁湘）近日，宁波市首笔交通运输领域设备更新专项 贷款成功落地，宁波绪扬海运有限公司获得4000万元超低息贷款，利率低至1.75%。这笔贷款不仅为企 业加快船舶更新换代注入了强劲动力，更标志着宁波在运用国家结构性货币政 ...

来源：@CCTV国际时讯 目前，日本海上保安厅正在对事故展开调查。日本国家运输安全委员会也计划派出调查人员前往现场， 进一步查明事故原因。 据日本媒体报道，今天（2月20日）下午，在日本三重县鸟羽市近海，一艘货船与一艘休闲渔船发生碰 撞。这艘休闲渔船断成两截并倾覆，船上的13人全部被抛入海中。虽然所有人员均已被救起，但其中2 人处于心肺停止状态，另有7人受伤，其中2人伤势较重。 涉事的货船负责运输钢材，为广岛县某海运公司所有。据该公司介绍，该船从爱知县出发，计划驶往冈 山县。被撞的据介绍是一艘"可体验钓鱼乐趣"的休闲渔船，从鸟羽市的国崎渔港出发。船上配备有鱼群 探测仪、声呐等设备，提供散客拼船和包船服务。 ...

Financial Data and Key Metrics Changes - For Q4 2025, the company reported a net income of $117.3 million and EBITDA of $224.8 million, with earnings per common unit at $3.99. For the full year, net income was $285.3 million and EBITDA was $744.6 million, with earnings per common unit at $9.59 [3][4] - Total revenue for Q4 2025 increased by 10% to $366 million compared to $333 million in Q4 2024, driven by higher fleet combined time charter equivalent (TCE) rates despite lower available days [16][17] - Adjusted EBITDA for Q4 2025 increased by $25 million to $207 million compared to Q4 2024, while adjusted net income increased by $21 million to $100 million [18][19] Business Line Data and Key Metrics Changes - The TCE rate per day for bulkers increased by 15% to $19,588, for tankers by 9% to $29,158, and for containers to $31,316 [17] - The average TCE rate for containers increased by 3% to $31,239, while the dry bulk average TCE rate decreased by approximately 3% to $16,408 [19] Market Data and Key Metrics Changes - The company secured coverage for 71% of its available days for 2026, with contracted revenue exceeding cash operating costs by $172.7 million [8][12] - The tanker market is expected to benefit from a lower order book and an aging fleet, with 50% of the fleet already over 15 years old [28][30] Company Strategy and Development Direction - The company emphasizes diversification as a strength, maintaining a culture of risk management and patience in securing long-term charters [7][10] - The fleet modernization program has resulted in a fleet that is almost 30% younger than the industry average, with a focus on reducing net loan-to-value (LTV) towards a target of 25% [4][5] Management's Comments on Operating Environment and Future Outlook - Management highlighted the unprecedented uncertainties in the industry, including geopolitical risks and evolving trade patterns, while expressing confidence in the company's ability to deliver value through a diversified fleet and disciplined risk management [10][11] - The company is actively pursuing long-term charter opportunities to enhance earning stability, having secured $261 million in new charter commitments in Q4 2025 [9][12] Other Important Information - The company announced a 20% increase in its distribution policy to $0.24 per unit annually, funded primarily through savings from a unit repurchase program [4][9] - The balance sheet remains strong with $580 million in available liquidity and a net LTV of 30.9% [6][10] Q&A Session Summary Question: Changes to accounting of depreciation - Management clarified that the drop in depreciation was due to a one-off adjustment in Q3 related to the termination of certain variable charters [33][34] Question: Expectations for net LTV target and implications for buybacks and dividends - Management indicated that they are balancing challenges and opportunities, with flexibility to reduce LTV and increase liquidity while continuing buybacks and increasing dividends [39][40] Question: Interest in other investment segments - Management stated they are always looking for opportunities but are currently well-positioned with existing container and dry bulk exposure [40]

业绩经营情况 卡比海运已于2026年2月1日公布了2025年第四季度及全年财务报告。报告显示，公司第四季度净收益达 到9180万美元（每股1.68美元），季度合并收入为8.518亿美元；2025年全年净收益为3.546亿美元（每 股6.33美元），全年收入为34亿美元。首席执行官David Grzebinski在报告中指出，2025年是公司创纪录 的一年，第四季度表现强劲，并为年度收官奠定了良好基础。 经济观察网 根据截至2026年2月16日的公开信息，卡比海运未来值得关注的事件主要集中在其近期财务 业绩披露及管理层对市场的展望。 公司状况 在财报中，管理层对2026年的业务运营提供了最新展望。对于内陆市场，尽管第四季度受季节性天气影 响出现运营延误，但驳船利用率在季度末及2026年初已呈现改善趋势。沿海市场方面，驳船利用率保持 在95%至98%的高位，客户需求稳定且大型设备供应短缺对市场形成支撑。公司预计这些基本面在2026 年将保持稳固。 近期受关注事件 根据财经数据平台在2025年12月29日更新的信息，市场分析师对卡比海运2025年第四季度的营收预测值 为8.578亿美元。随着2025年第四季度实际业 ...

Core Insights - The article highlights the increasing trade volume between China and Germany, particularly through the Hamburg port, which serves as a crucial logistics hub for this trade [1][6] - The partnership between China’s COSCO Shipping and Hamburg port is emphasized, showcasing mutual benefits such as stable cargo flow and enhanced operational efficiency [2][6] Trade and Logistics - Hamburg port handles approximately 40% of Germany's trade with China by tonnage, with a reported 7.9% year-on-year increase in container trade between China and Hamburg, reaching 1.8 million TEUs in the first nine months of 2025 [1] - COSCO Shipping's acquisition of a 24.99% stake in the Fuhai terminal in Hamburg is noted as a strategic move to ensure reliable docking resources and improve supply chain resilience [2][6] Shipping Operations - The article describes the operations at the Fuhai terminal, where various goods, including lithium batteries and automotive parts, are transported between China and Europe [3] - The introduction of a direct rail service from Zeebrugge, Belgium, to Mannheim, Germany, is highlighted, aiming to enhance logistics efficiency by reducing delivery times from 5-6 days to 13 hours [4] Service Expansion - COSCO Shipping is expanding its service offerings to include end-to-end logistics solutions, moving beyond traditional shipping to provide comprehensive transportation services [5] - The company is also focusing on developing cold chain logistics for transporting perishable goods, indicating a diversification of its service portfolio [4][5] Strategic Partnerships - The collaboration between COSCO Shipping and Hamburg port is seen as a way to strengthen Hamburg's position as an international shipping hub, enhancing regional competitiveness [6] - The article mentions the cultural exchange and relationship-building aspects of the partnership, which are viewed as valuable in the current global context [7]