Core Insights - The core viewpoint of the article highlights the steady growth of the equipment manufacturing industry in China during the "14th Five-Year Plan" period, with an average annual sales revenue growth of 9.1%, consistently outpacing the average growth rate of the manufacturing sector [1] Group 1: Industry Growth - The sales revenue of the equipment manufacturing industry is projected to grow by 7.4% year-on-year in 2025, accounting for 47.7% of the total manufacturing sector, an increase of 4.7 percentage points compared to 2021 [1] - Advanced manufacturing sectors, such as computer and communication equipment manufacturing and instrumentation manufacturing, have shown positive growth, with year-on-year increases of 11.5% and 10.3% respectively [1] Group 2: Key Segments Performance - The sales revenue of major national equipment, represented by shipbuilding and industrial mother machines, has also seen significant growth, with year-on-year increases of 10.6% and 10.5% respectively [1]

【招商机械】受瓦锡兰中速船改燃催化，中国动力继续拉涨 短期催化： 北美电荒背景下，BYOG（离网主电源）为重要解决方案，中速燃气发动机并联，正成为北美部分替代燃机的选 择。 为什么市场炒中国动力？ 北美电荒背景下，BYOG（离网主电源）为重要解决方案，中速燃气发动机并联，正成为北美部分替代燃机的选 择。 相比柴油机，天然气发动机需增加火花塞、减压阀等部件，且对#喷射、共轨系统的技术要求更高。 为什么市场炒中国动力？ 中船柴油机是中国动力核心控股公司，该公司的核心工厂包括齐耀、中船发动机，#是2021年瓦锡兰中速机在国内 唯二授权商（通过齐耀瓦锡兰、中船瓦锡兰运营）！而瓦锡兰的50SG中速机是最确定有先例的改燃中速机。 此外，中船柴油机还有陕柴大发、陕柴曼恩，分别获DAIHATSU和曼恩的授权。 #2021年中船体系的中速机制造产能占全国45%。 中速船机改燃具备理论上的可行性： 1）#燃料具备共通性：低速机在推进双燃料，中速机同样可适用柴油、天然气。 中船柴油机是中国动力核心控股公司，该公司的核心工厂包括齐耀、中船发动机，#是2021年瓦锡兰中速机在国内 唯二授权商（通过齐耀瓦锡兰、中船瓦锡兰运营）！而瓦锡兰 ...

1月28日， *ST松发 （603268）发布公告称，下属公司恒力造船（大连）有限公司与 中谷物流 公司表示，合同的正常履行有利于提高公司中长期市场竞争力和盈利能力，进一步巩固公司的市场竞争 优势。 公告显示，本次合同标的为4艘确定船和2艘买方选择权船，采用人民币支付方式，根据履约进度分期付 款，订单计划于2028年相继交付。交易对方中谷物流为集装箱物流行业上市公司，2024年度营业收入为 112.58亿元，净利润18.35亿元；2025年前三季度营业收入78.98亿元，净利润14.10亿元。 （603565）签订4+2艘6000TEU集装箱船建造合同，合同金额合计约34亿元-40亿元（含税），预计将对 公司未来业绩产生积极影响。 ...

转自：中国证券报·中证网 公司表示，合同的正常履行有利于提高公司中长期市场竞争力和盈利能力，进一步巩固公司的市场竞争 优势。（王珞） 1月28日，*ST松发（603268）发布公告称，下属公司恒力造船（大连）有限公司与中谷物流 （603565）签订4+2艘6000TEU集装箱船建造合同，合同金额合计约34亿元-40亿元（含税），预计将对 公司未来业绩产生积极影响。 公告显示，本次合同标的为4艘确定船和2艘买方选择权船，采用人民币支付方式，根据履约进度分期付 款，订单计划于2028年相继交付。交易对方中谷物流为集装箱物流行业上市公司，2024年度营业收入为 112.58亿元，净利润18.35亿元；2025年前三季度营业收入78.98亿元，净利润14.10亿元。 ...

Core Viewpoint - The launch of the Shipbuilding ETF (560710) marks the first index fund focused on shipbuilding, with a fundraising scale of 1.48758 billion yuan, tracking the CSI Intelligent Selection Shipbuilding Industry Index [1][2] Group 1: Fund Details - The Shipbuilding ETF aims to track the CSI Intelligent Selection Shipbuilding Industry Index, which includes 40 representative listed companies involved in ship materials, ship equipment, ship manufacturing, and shipping [1] - As of January 27, 2026, the index has increased by 44.52% since its base date of December 31, 2019, outperforming traditional shipbuilding industry indices and the CSI 300 Index by 13.43% and 24.73%, respectively [1] Group 2: Strategic Significance - The ETF's launch is seen as a strategic move that aligns with national marine economic development and the strategy for building a maritime power, contributing to a competitive blue financial service system [1][2] - The ETF facilitates the integration of industrial and financial capital, allowing investors to participate in and benefit from national economic growth in a transparent and efficient manner [2] Group 3: Industry Outlook - The shipbuilding industry is currently experiencing a favorable upward trend due to multiple positive factors, including global economic recovery and increased shipping demand amid geopolitical tensions [2] - The aging global fleet has created urgent replacement needs, accelerating new ship orders and establishing a new long-term cycle for the shipbuilding industry, indicating sustained growth potential [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 二、合同主要内容 ● 是否需要履行审议程序：本次签署的相关合同系日常经营性合同，公司与交易对方不存在关联关系， 所涉及的交易不构成关联交易，根据《上海证券交易所股票上市规则》（以下简称"《股票上市规 则》"）之规定，公司本次签署日常交易相关合同无需经公司董事会、股东会审议。 ● 特别风险提示：由于合同履行期较长，合同履行可能受到航运与船舶市场变化、客户需求、原材料价 格波动、汇率波动等因素影响，敬请广大投资者注意投资风险。 广东松发陶瓷股份有限公司（以下简称"公司"）下属公司恒力造船（大连）有限公司（以下简称"恒力 造船"）4+2艘船舶建造合同于近日签约生效。现将相关情况公告如下： 一、履行审议程序情况 本次签署的相关合同系日常经营性合同，公司与交易对方不存在关联关系，所涉及的交易不构成关联交 易，根据《股票上市规则》之规定，公司本次签署日常交易相关合同无需经公司董事会、股东会审议。 1、合同标的：4+2艘6000 ...

（来源：新华日报） 本报讯 （记者 付奇） 1月28日，为加速产业链上下游协同创新与深度融合，实现国船国造、国船国 配，省工信厅联合靖江市在靖江经济技术开发区举行船舶产业链协同发展交流会暨船舶产业发展联盟揭 牌仪式，进一步推动总装建造企业与配套企业协同共进。 来自新时代造船、扬子江船业、上海柏楚电子公司、多凯动力等企业的代表，围绕企业未来规划、船舶 制造智能化提升、产业链协作等主题，分享在技术攻坚、市场开拓与产业协同等方面的见解与实践经 验。多凯动力分别与新时代造船、扬子江船业集团签署合作协议，新时代造船与广嘉新材料签署合作协 议，签约项目涵盖供应链协同、技术合作等领域。 省工信厅副厅长、省国防科工办主任李锋表示，围绕打造具有国际竞争力的世界级船舶海工产业集群目 标，要从突破一批具有国际竞争力的核心技术、培育一批世界一流的船舶链主企业、打造一批品质高端 全球领先的"船舶精品"三方面着力，加快推进产业智能化、绿色化、融合化发展。 ...

Core Viewpoint - The successful delivery of the "Haihan" LNG carrier reinforces China's competitive advantage in the global gas carrier construction sector [2] Group 1: Delivery and Specifications - The "Haihan" LNG carrier, with a capacity of 175,000 cubic meters, was delivered on January 28 in Dalian [2] - The LNG evaporation rate of the vessel is as low as 0.085%, showcasing its high safety and stability, as well as minimal LNG loss during transportation [2] - The vessel is equipped with a new type of dual-fuel slow-speed main engine, meeting the strictest emission standards set by the International Maritime Organization, thus demonstrating high energy-saving and environmental protection performance [2] Group 2: Industry Significance - Large LNG carriers are considered key equipment in the liquefied natural gas supply chain and are referred to as the "three jewels" of the shipbuilding industry alongside aircraft carriers and luxury cruise ships [2] - The design and construction of such vessels reflect a country's comprehensive strength in shipbuilding [2] - The successful delivery of the "Haihan" adds to the prestige of China's shipbuilding industry and further solidifies its competitive position in the global gas carrier construction market [2]

Core Viewpoint - Jiangnan Shipyard has achieved a significant milestone by completing its 100th B-type tank, marking the transition from engineering validation to stable mass production of its independently developed B-type tank technology [1] Group 1: B-type Tank Development - The B-type tank is a domestically designed and developed containment system that breaks the foreign monopoly on low-temperature containment systems [1] - The B-type tank is primarily used in Very Large Ethane Carriers (VLECs) and offers advantages such as no loading restrictions, no liquid sloshing risk, high space utilization, and long service life compared to traditional A-type, C-type, and membrane tanks [1] - Jiangnan Shipyard officially started the independent research and development of the B-type tank in 2014, with the first B-type tank completed in 2021 and applied to a VLEC, marking a breakthrough in China's high-end liquid cargo tank core equipment field [1] Group 2: Production Efficiency - The construction cycle for a single B-type tank has been reduced from an initial 140 days to 88 days, a decrease of 37.1% [1] - The monthly delivery capacity has increased from 0.64 tanks per month to 6 tanks per month, resulting in an 840% improvement in production efficiency [1] Group 3: Future Plans - Jiangnan Shipyard is focused on breaking the long-standing technological monopoly in the LNG (Liquefied Natural Gas) containment system field and is working towards the complete independent development of B-type tanks for large LNG carriers [2]

Core Viewpoint - The successful delivery of the "SC DIAMOND" marks a significant milestone in the collaboration between Junzheng Shipping and Wuchang Shipbuilding, enhancing Junzheng Shipping's position in the global liquid chemical transportation market [1][2]. Group 1: Company Developments - Junzheng Group's subsidiary, Junzheng Shipping, has entered a new phase of cooperation with Wuchang Shipbuilding, focusing on the construction of a fleet of 10 stainless steel chemical tankers, which will optimize the fleet structure and expand its market share [2][3]. - The "SC DIAMOND" is the first of the series of 10 vessels, equipped with advanced environmental protection and energy-saving systems, meeting the latest green shipping standards [2][3]. - Junzheng Group has established a global logistics network for liquid chemicals, controlling a fleet of 1.0881 million tons and 43,515 tanks, with joint operations of 166,500 cubic meters of storage tanks and two 50,000-ton chemical terminals by June 30, 2025 [1]. Group 2: Industry Context - The global trade of chemical products is on the rise, and the demand for green shipping is becoming increasingly stringent, positioning Junzheng Group to enhance its market standing in high-end liquid chemical logistics [4]. - Junzheng Shipping is recognized as a leading player in the liquid chemical shipping sector, having successfully transported hazardous liquids such as TDI, MDI, and PO, and is committed to optimizing fleet structure and operational management [2][3].