| 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 5 | 4139.49 | 22.08 | 0.54% | | 399001 | 深证成指 | 1 | 14361.70 | 70.14 | 0.49% | | 399006 | 创业板指 | VW | 3309.77 | 1.51 | 0.05% | | 000300 | 沪深300 | VW | 4725.91 | 18.36 | 0.39% | | 000016 | FJESO | m | 3054.78 | 13.46 | 0.44% | | 000680 | 科创综指 | W | 1791.83 | -6.38 | -0.35% | | 000688 | 科创20 | | 1457.04 | -8.32 | -0.57% | | 899050 | - REFF 0 | | 1531.61 | -3.83 | -0.25% | | 868008 | 万得微盘股指数 ~~ | | 631109.18 | 5154.25 | 0 ...

智通财经APP获悉，中远海能(01138)涨超6%，截至发稿，涨6.16%，报20港元，成交额1.89亿港元。 消息面上，据报道，油轮现货运价飙升至近六年新高。周二的最新数据显示，租用一艘超大型油轮 （VLCC）将中东原油运到中国的价格，已经飙升突破每日17万美元，较年初翻了3倍。业内人士指 出，除了众所周知的美伊对峙外，全球原油的供应趋势变化，以及韩国航运公司大举订船等因素均对价 格飙升形成助力。 华源证券指，油运基本面持续向好，叠加"长锦因素"和地缘变局催化，"油运大时代"有望来临。该行认 为，VLCC运价在2026年Q1的强势表现是由基本面、供给侧重构和地缘变局，三重趋势性利好推动。本 轮"油运大时代"的高度与持续性有望持续超预期。 ...

中国春节之际，美国白宫在2026年2月13日发布《America's Maritime Action Plan（MAP，美国海事行动计划）》，一项面向"几乎所有外籍建造商船"的港 口收费设想迅速引发国际航运界强烈反弹。 MAP提出，对所有外籍建造、挂靠美国港口的商业船舶征收"普遍性基础设施或安全费"，计费基础为该航次进口货物重量。白宫文件给出的"示意水 平"为： 该资金设想将流入"海事安全信托基金（Maritime Security Trust Fund）"，用于支撑美国造船与船队扩张等产业政策。 | ICS：反对任何拟议的港口费用 在白宫公布《美国海事行动计划》（MAP）后，国际航运公会（ICS）的立场非常清晰：支持美国"振兴造船"的目标，但坚决反对用"港口费"作为政策工 具。ICS在官方声明中先"定调"说他们认可MAP"旨在振兴和扩张美国国内造船与海事能力"的政策方向，并表示"支持提升美国造船能力、通过鼓励投资来 强化美国造船业"，理由是新增商业吨位有助于提升全球航运体系的效率、韧性与竞争力，且"强大且多元化的全球造船基础"有利于国际贸易与供应链安 全。 但紧接着，ICS直接把争议焦点锁定在"港口费"上， ...

Core Viewpoint - The launch of the "Innovation 19" vessel marks a significant step in the commercialization of methanol fuel in China's shipping industry, being the first domestic 15,000-ton methanol-powered ship on a specific route [1][3]. Group 1: Vessel and Technology - The "Innovation 19" is equipped with the CS8L21M methanol single-fuel engine, which is independently developed in China and features a rated power of 1,600 kW, achieving over 90% methanol substitution while maintaining traditional diesel engine performance [3]. - The engine has overcome several technical challenges, including efficient clean combustion and corrosion resistance of key components [3]. Group 2: Environmental Impact - Utilizing green methanol can lead to over 90% reduction in carbon dioxide emissions, 60% reduction in nitrogen oxides, and 99% reduction in sulfur oxides, showcasing significant environmental benefits [3]. - Methanol is recognized as a clean energy source with advantages such as safety, efficiency, and ease of storage and transportation, making it suitable for long-haul needs and adaptable to cold climates [3]. Group 3: Industry Development - The "Innovation 19" is the first of five methanol-powered vessels being constructed, with the remaining four expected to be operational by May 2026, contributing to a scalable green fleet [4]. - Ningbo, the operational base for the vessel, is preparing for fuel supply, aiming to achieve green methanol refueling capabilities by September 2025, becoming one of the few international hub ports in China with LNG, biofuels, and methanol refueling capabilities [4]. - China holds a strong position in the methanol industry, producing 60% of the world's traditional methanol and 80% of green methanol projects, with around 10 ports already capable of methanol supply [4].

Group 1 - The core point of the announcement is the resolutions passed during the 34th meeting of the 7th Board of Directors of China COSCO Shipping Development Co., Ltd., which includes the approval of the 2026 investment and asset disposal plan, and the approval for subsidiaries to engage in currency financial derivatives business [3][5][8]. Group 2 - The meeting was held on February 13, 2026, with all 8 directors present, and all resolutions were passed unanimously [2][4][7]. - The approved investment and asset disposal plan for 2026 was discussed and unanimously agreed upon by the Board [3]. - The Board approved a currency financial derivatives trading limit for subsidiaries, set at USD 2.3 billion and CNY 1.8 billion for the year 2026, with the trading period from February 13, 2026, to December 31, 2026 [5][16][18]. - The Board also approved the addition of a new member to the Investment Strategy Committee, effective immediately [6][7]. - A major operational risk assessment report for 2026 was approved by the Board [8][10]. - The Board agreed to revise the company's external donation management measures, with the previous regulations being abolished [11]. - The total salary budget for 2025 was also approved unanimously by the Board [12][13]. Group 3 - The currency financial derivatives business aims to manage interest rate and exchange rate risks, with specific trading instruments including interest rate swaps and foreign exchange forwards [16][17]. - The trading limit includes USD 1.5 billion for foreign exchange forwards and CNY 1.8 billion for interest rate swaps, with no margin or premium involved [18][19]. - The funding for these transactions will come from the company's own funds, not from raised capital [19]. - Transactions will be conducted in domestic or foreign markets through over-the-counter trading [20][21]. - The company has established risk control measures to mitigate market, performance, legal, and foreign transaction risks associated with the derivatives business [25][26].

2026-02-12 摘要 VLOC 即期运价维持高位，一年期租金大幅上涨，反映船东对 2026 年 市场乐观预期。地缘政治风险，如美伊关系紧张，可能导致运价短期内 突破 15-20 万美元，长期僵持或制裁将稳步推升运价。 俄乌冲突加剧欧盟对俄海运禁令，增加俄油影子船队运营难度，收缩合 规船队运力，利好阿芙拉型和苏伊士型油轮市场，运价有望进一步上行。 印度在美国压力下减少俄罗斯原油进口，转向美国和委内瑞拉，提升合 规远洋运输需求。12 月印度从俄罗斯进口原油量减少，未来或逐步转向 合规市场。 影子船队面临生存空间缩小、运营难度加大的挑战，受制裁邮轮承担全 球原油出口的重要比例，但高昂的维修费用和扣船风险使其运营风险增 加。 人民币国际化进程加速，沙特阿美对华原油出口人民币结算比例已达 45%，中俄本币结算比例超 90%，推动大宗商品人民币结算，或将挑 战美元主导地位。 Q&A 目前游轮行业的市场状况如何？ 油轮跟踪：美伊局势僵持，行业供给脆弱 20260212 游轮行业当前处于一个非常高景气的状态，未来发展有可能大概率超过此前预 期。近期发生了两个重要变化：地缘局势的升级和行业集中度的大幅提升，这 些因素将显 ...

Market Overview - On February 12, A-shares closed with major indices collectively rising, with the Shanghai Composite Index up 0.05%, Shenzhen Component Index up 0.86%, ChiNext Index up 1.32%, and the Sci-Tech Innovation Index up 1.56% [1] - The total trading volume reached 2.16 trillion yuan, an increase of 159.7 billion yuan compared to the previous trading day [1] - Over 3,200 stocks declined while more than 2,100 stocks rose [1] Sector Performance - The CPO concept saw significant gains, with stocks like Taicheng Light (300570), Tianfu Communication (300394), and Xiechuang Data (300857) rising over 10% [1] - The power grid equipment sector strengthened, with stocks such as Hancable (002498), Sifang Co. (601126), and Wangbian Electric (603191) hitting the daily limit [1] - The semiconductor sector also surged, with Chip Origin (芯原股份) achieving substantial gains [3] - The film and television sector continued to decline, with Hengdian Film (603103) and Bona Film (001330) hitting the daily limit down [1] Notable Stocks - Tianfu Communication reached a new historical high for the second time this week, closing up 14.38% and currently has a market capitalization of 256 billion yuan [1] - Chip Origin (芯原股份) rose over 10%, reaching a historical high with a total market value exceeding 140 billion yuan [3] Industry Trends - The shipping sector continued to strengthen, particularly in oil transportation, with China Merchants Energy (600026) hitting the daily limit and achieving a historical high [8] - The geopolitical situation since 2026 has heightened shipowner sentiment, leading to increased rental control in the market, with oil transportation rates remaining high [8] New Listings - The newly listed company N Haisheng saw its stock price surge over 200%, triggering a trading halt. The company specializes in anesthesia and monitoring medical devices [12]

Group 1: Manned Spacecraft and Rocket Launches - China's first manned spacecraft return capsule successfully completed a sea search and recovery mission, marking a significant milestone for future space station applications and manned lunar missions [1] - The Long March 10 rocket's first stage safely splashed down in a designated sea area after successfully executing a maximum dynamic pressure escape flight test with the manned spacecraft [2] Group 2: Aerospace Industry Developments - The China Academy of Launch Vehicle Technology established a new branch in Hainan, enhancing strategic cooperation with Wenchang and aiming to create a national aerospace industry base that integrates R&D, assembly testing, and launch services [3] Group 3: Renewable Energy and Technology - A supply-demand matching conference for space photovoltaic technology was held in Wuxi, involving key companies to discuss technological development and applications in the space photovoltaic sector [4] - The first national standard for solid-state batteries for electric vehicles is expected to be released in July 2026, defining key terms and classifications for various battery types [5] Group 4: Hydrogen Energy Initiatives - Lanzhou is planning to establish a pilot base for hydrogen energy materials, focusing on the development of key materials for hydrogen production and storage, in collaboration with local universities and enterprises [6] Group 5: Infrastructure Financing - The China Development Bank plans to issue 1.64 trillion yuan in loans in 2025 to support infrastructure projects across five key areas, including urban development and national security [8] Group 6: Shipping Industry Innovations - Shanghai is exploring the establishment of a green fuel trading market for shipping, aiming to create a new shipping industry system that promotes low-carbon and intelligent transformation of shipbuilding and port equipment [9] Group 7: Robotics in Logistics - The global first general-purpose humanoid robot for warehousing, Gino 1, has been launched, designed to perform multiple tasks in warehouse operations, marking a significant advancement in operational automation [11]

南财智讯2月11日电，海峡股份在投资者关系活动中表示，海安航线客滚船舶折旧年限为18年，目前有4 艘船舶船龄超过该年限。 ...

Core Viewpoint - The company has entered into two shipbuilding contracts for the construction of two bulk carriers, reflecting its strategy to modernize and expand its fleet while phasing out older vessels [1][2] Group 1: Shipbuilding Contracts - The company’s indirect subsidiaries, Jinlang Marine Inc. and Jinyu Marine Inc., have signed contracts with Su-meida Shipbuilding Co., Ltd. for the construction of two bulk carriers at a contract price of $34 million each, totaling $68 million [1] - The first vessel is scheduled for delivery by May 15, 2029, and the second vessel by July 31, 2029, both with a deadweight of 64,100 metric tons [1] Group 2: Fleet Modernization Strategy - The acquisition of the new vessels aligns with the company’s ongoing strategy to modernize its fleet with larger and higher-quality ships, replacing older vessels [2] - The company has noted a lack of suitable second-hand vessels in the market that meet the required specifications, delivery timelines, and reasonable pricing [2] - The new vessels are expected to enhance fuel efficiency and operational efficiency, complying with the latest maritime regulations and environmental standards [2] Group 3: Revenue Generation - Upon completion of the vessel acquisitions, the ships will be leased to third parties for the transportation of bulk dry goods, generating regular freight and charter income for the company [2] - The company currently operates 21 vessels, including 18 owned and 3 leased, with a total carrying capacity of approximately 1.7 million metric tons [2]