中新社上海1月27日电 (缪璐 李秋莹)中国船舶重工集团公司第七〇四研究所(以下简称"七〇四所")27日 在上海发布消息称，其自主研制的"厦港拖31""厦港拖32""厦港拖33""厦港拖34"纯电动拖轮系列近日交 付，加之2023年交付投用的国内首艘串联式混合动力拖轮"厦港拖30"，中国最大规模新能源拖轮船队至 此正式成列。 中国最大规模新能源拖轮船队正式成列 广告等商务合作，请点击这里 据七〇四所介绍，相较于传统燃油拖轮，该新能源拖轮船队从源头上削减了大气与海洋污染，有效改善 港区作业环境，尤其是在全生命周期运营成本上优势更为明显。数据显示，全船队年均减碳量预计超 3000吨，相当于植树约14万棵。 本文为转载内容，授权事宜请联系原著作权人 在数字化创新领域，七〇四所依托自主开发的云船岸互连智能监控系统，将船队的在线监测数据，成功 推送至中国船级社(CCS)电池动力船舶数字化辅助检验系统，并顺利取得检验证书。这是中国拖轮领域 机电系统设备首次通过CCS数字检验。 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")， ...

Core Viewpoint - The report highlights the significant growth driven by technology in certain sectors, while also noting the substantial losses due to cyclical downturns in others [1] Performance Growth Highlights - **Zhongwei Company (688012)**: Expected net profit between 208 million to 218 million yuan, a year-on-year increase of 28.74% to 34.93%, driven by increased recognition of plasma etching equipment and a surge in market demand [5] - **Lianchuang Optoelectronics (600363)**: Expected net profit between 43.5 million to 53.2 million yuan, a year-on-year increase of 80.36% to 120.57%, attributed to significant growth in laser business and improved profitability in traditional sectors [6] - **Ruixin Microelectronics (603893)**: Expected net profit between 102.3 million to 110.3 million yuan, a year-on-year increase of 71.97% to 85.42%, driven by rapid growth in the AIoT market and recognition of new AI technology [7] - **Sangfor Health (688336)**: Expected net profit around 290 million yuan, a year-on-year increase of approximately 311.35%, due to a significant collaboration with Pfizer and advancements in clinical research [8] - **Pulite (002324)**: Expected net profit growth of 155.76% to 194.73%, driven by the demand for high polymer materials in the automotive lightweight trend [9] - **Tonghua Dongbao (600867)**: Expected net profit around 124.21 million yuan, turning from loss to profit, driven by market share gains in insulin products [10] - **Suotong Development (603612)**: Expected net profit between 73 million to 85 million yuan, a year-on-year increase of 167.98% to 212.03%, due to rising prices and demand in the prebaked anode industry [11] Major Performance Declines - **China Shipbuilding Technology (600072)**: Expected net loss between -260 million to -340 million yuan, a year-on-year decline of over 24 times, due to cyclical downturns in shipbuilding and high material costs [12] - **Silver Nonferrous Metals (601212)**: Expected net loss between -45 million to -67.5 million yuan, transitioning from profit to loss due to legal disputes affecting financial performance [13] - **China Metallurgical Group (601618)**: Expected net profit between 130 million to 160 million yuan, a year-on-year decline of 76.28% to 80.73%, impacted by the downturn in the construction industry [14] - **Jindi Group (600383)**: Expected net loss between -1.11 billion to -1.35 billion yuan, with increased losses due to declining sales and inventory impairments [15] - **Jianfa Co. (600153)**: Expected net loss between -1 billion to -520 million yuan, transitioning from profit to loss due to increased impairments in real estate [16] Industry Trend Analysis - **Technology and Innovation-Driven Sectors**: Companies in semiconductor equipment, laser military applications, and innovative pharmaceuticals are experiencing rapid growth due to high demand in AIoT, national defense, and biomedicine [23] - **Traditional Cyclical Industries**: Sectors like coal and engineering machinery are facing significant adjustments due to demand shortages and price declines, leading to widespread performance pressures [24] - **Pharmaceutical Industry Disparities**: Innovative drugs are seeing explosive growth through external licensing, while traditional formulations and raw materials are significantly impacted by procurement policies [24] - **External Environment Uncertainties**: Factors such as international trade tensions and regulatory changes are significantly affecting corporate performance, necessitating enhanced risk management [24] - **Asset Quality Risks**: Many companies are reporting substantial asset impairment provisions, indicating potential inefficiencies in previous investments [24]

Investment Rating - The report maintains an "Outperform" rating for the mechanical industry, indicating a positive outlook compared to the market [1]. Core Insights - The mechanical sector has shown strong performance, with a 9.68% increase in January, outperforming the CSI 300 index by 8.02 percentage points, ranking 8th among 30 major industries [3][10]. - Key sub-sectors such as photovoltaic equipment, 3C equipment, laser processing equipment, oil and gas equipment, and semiconductor equipment have experienced significant growth, with increases of 44.52%, 36.32%, 21.48%, 20.92%, and 20.17% respectively [3][10]. - The report suggests focusing on traditional engineering machinery with stable earnings and high dividend yields, as well as leading companies in shipbuilding and mining metallurgy equipment [4]. Summary by Sections 1. Mechanical Sector Performance - The mechanical sector's performance in January 2026 was robust, with a 9.68% increase, significantly outpacing the CSI 300 index [3][10]. - The sector's valuation is currently at a relatively high level, with the industry P/E ratio at 43.4 times, placing it in the 78.4th percentile of the past decade [15][19]. 2. Engineering Machinery - The engineering machinery sector is expected to see a recovery in 2026, driven by equipment replacement cycles and increasing domestic demand [20][41]. - Sales of excavators and loaders showed strong growth in December 2025, with excavator sales up 19.2% and loader sales up 30% year-on-year [20][28]. 3. Robotics - The industrial robotics sector continues to recover, with a 14.7% year-on-year increase in December 2025 production [42]. - The humanoid robot industry is rapidly developing, with over 140 domestic companies and significant production expected in 2025 [42][45]. 4. Shipbuilding - The shipbuilding sector is stabilizing, with new ship price indices showing an upward trend and ongoing recovery in profitability for shipbuilding companies [50].

Investment Rating - The report maintains an "Outperform" rating for the mechanical industry, relative to the Shanghai and Shenzhen 300 Index [1]. Core Insights - The mechanical sector has shown a strong performance, with a 9.68% increase in January, outperforming the Shanghai and Shenzhen 300 Index by 8.02 percentage points [3][10]. - Key sub-sectors such as photovoltaic equipment, 3C equipment, laser processing equipment, oil and gas equipment, and semiconductor equipment have seen significant gains, with increases of 44.52%, 36.32%, 21.48%, 20.92%, and 20.17% respectively [3][10]. - The report suggests focusing on traditional engineering machinery with stable earnings and high dividend yields, as well as on humanoid robots and AIDC supporting equipment [4]. Summary by Sections 1. Mechanical Sector Performance - The mechanical sector's performance in January 2026 was strong, with a 9.68% increase, ranking 8th among 30 major industries [3][10]. - The report highlights the recent upward trend in sub-sectors, particularly in photovoltaic and semiconductor equipment, which had previously been lagging [4][10]. 2. Engineering Machinery - The report indicates a positive outlook for the engineering machinery sector in 2026, driven by a recovery in demand and an ongoing equipment update cycle [20][41]. - Key statistics include a 19.2% year-on-year increase in excavator sales in December 2025, with total sales for the year reaching 235,257 units, a 17% increase [20][27]. - The report recommends focusing on leading companies in the engineering machinery sector, such as SANY Heavy Industry and XCMG [41]. 3. Robotics - The industrial robotics sector continues to recover, with a 14.7% year-on-year increase in production in December 2025, totaling 90,116 units [42][49]. - The humanoid robot industry is rapidly developing, with over 140 companies and more than 330 products launched in 2025, marking it as a year of mass production [42][44]. - The report emphasizes investment opportunities in leading companies and core component suppliers within the robotics sector [49]. 4. Shipbuilding - The shipbuilding sector shows signs of recovery, with new ship price indices stabilizing and ongoing profitability improvements for shipbuilding companies [50]. - In the first three quarters of 2025, China's shipbuilding output increased by 6.0%, maintaining a leading position globally [50].

记者获悉，中船集团沪东中华造船（集团）有限公司联合中船贸易公司与国际知名航运公司——卡迪夫气体运输公司 （TMS Cardiff Gas）近日正式签署建造合同，首批为4+2艘17.4万立方米液化天然气（LNG）运输船。此次签约标志 着沪东中华成功进入欧洲大型LNG运输船市场，获得欧洲主流船东认可，实现了市场开拓的重要突破，同时也巩固了 其作为国内LNG领军船厂的地位。 项目从商谈到签约仅56天，既展现了船东对沪东中华LNG船建造实力的高度认可，也体现了双方团队的高效协作，双 方在携手布局全球绿色航运市场的进程中迈出了关键一步。 据了解，卡迪夫气体运输公司隶属于希腊卡迪夫航运集团，该集团船队规模达135艘船舶，并持有60艘新船订单，在 业界享有盛誉。卡迪夫气体运输公司成立于2011年，致力于气体运输，经过多年发展，与道达尔能源、壳牌、卡塔尔 能源等全球知名能源公司建立长期稳固的合作关系，已成为国际液化天然气运输领域新锐。 此次签约船型是沪东中华自主研发设计的第五代"长恒系列"LNG船，随着这批新船订单落地，该型船全球订单达到45 艘，再创同型LNG船接单量全球纪录。 沪东中华对该船型进一步优化升级，使其具备冰区 ...

重要内容提示： ●本期业绩预告适用情形：归属于母公司所有者的净利润为负值。 ●中船科技股份有限公司（以下简称"公司"）预计2025年度实现归属于母公司所有者的净利润 为-260,000万元到-340,000万元，预计实现归属于母公司所有者的扣除非经常性损益后的净利润 为-265,000万元到-345,000万元。 一、本期业绩预告情况 （一）业绩预告期间 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。 （一）利润总额：35,071万元。归属于母公司所有者的净利润：14,644万元。归属于母公司所有者的扣 除非经常性损益的净利润：-4,671万元。 （二）每股收益：0.0972元。 三、本期业绩预亏的主要原因 报告期内，风电市场竞争加剧，装机需求高度集中，受年内市场装机高峰影响，公司风电项目建设及进 出保进度延期，维保等相关费用均有所上涨，且部分零部件价格受供需关系影响上涨，供应链降本不及 预期。同时为了激活客户信心与塑造产品口碑，更好更快的服务相关客户，公司集中完成了一批项目的 改善与进出保等项目建设推进，为后续赢得客户更多支 ...

位于大连长兴岛的恒力重工船坞造船现场。 孙鹏伟摄（中经视觉） 日前，辽宁省大连市政府新闻办公室举行新闻发布会，发布了2025年全市经济运行情况。根据辽宁省地区生 产总值统一核算结果：2025年，大连全市地区生产总值10002.1亿元，按不变价格计算，同比增长5.7%。由 此，大连成为东北首座GDP破万亿元城市。分产业看，第一产业增加值665.4亿元，增长3.6%；第二产业增加 值3532.5亿元，增长7.7%；第三产业增加值5804.2亿元，增长4.8%。船舶制造等传统产业转型升级，半导体 等新兴产业突破重围，文体旅商融合带动，成为大连地区生产总值突破万亿元的核心驱动力。同时，大连依 然存在着发展中的瓶颈和不足，亟待进一步突破，更好地推动经济高质量发展。 提供转型样本 1月6日，在大连长兴岛，由恒力重工3号船坞建造的6艘8.2万载重吨散货船同日出坞，该吨级散货船同坞建 造、同日出坞。2025年12月22日，位于大连市西岗区的中船大连造船为招商轮船建造的全球首制甲醇双燃料 动力智能VLCC"凯拓"轮提前合同期4个月成功交付。该船具有适航性强、适港性佳、低排放和智慧运营等优 异的综合性能。 船舶制造是大连的优势传 ...

Economic Growth and Development - Dalian's GDP is projected to reach 1,000.21 billion yuan by 2025, reflecting a year-on-year growth of 5.7% at constant prices, marking a significant milestone in the city's high-quality development [9] - The city aims to enhance its economic structure by focusing on traditional industry upgrades and the cultivation of strategic emerging industries, with notable projects like Hengli New Materials and Chery Automobile's KD packaging center coming online [13] - The industrial output value of Dalian is expected to grow by 11.7% year-on-year, supported by a robust performance in both traditional and emerging sectors [13] Consumption and Investment - Dalian's consumption initiatives have successfully stimulated 18.7 billion yuan in consumer spending, with a ratio of 1:8 in terms of economic impact [14] - The city has seen a 20% increase in domestic tourists and a 20.4% rise in tourism revenue, alongside a 70.2% growth in inbound tourism, achieving record highs [14] - A total of 1,369 projects worth over 100 million yuan were initiated or resumed, representing a 14.1% increase year-on-year [14] Foreign Trade and Investment - Dalian established 286 new foreign-invested enterprises, with foreign trade exports increasing by approximately 10% [15] - The city has seen a significant boost in cross-border e-commerce, with over 200 new enterprises and a 16% increase in cross-border e-commerce import and export volume [15] Innovation and Technology - Dalian is accelerating the construction of a nationally influential regional technology innovation center, with 25 research fields and 398 laboratories established [18] - The local technology transfer rate exceeds 45%, with a 10% increase in the value of technology contracts [18] Infrastructure and Urban Development - Major infrastructure projects, including the Hengli Heavy Industry Phase II and the construction of the Jinzhou Bay International Airport, are progressing rapidly [14] - The city is enhancing its business environment with 77 application scenarios for efficient service delivery and over 90% of government services available online [17] Social Development and Quality of Life - In 2025, Dalian's public spending on social welfare accounted for 86.4% of fiscal expenditures, with a focus on improving employment, education, and healthcare services [20] - The city is set to expand its focus on public welfare projects from 15 to 23 in 2026, emphasizing practical and inclusive development [20]

Core Viewpoint - China Shipbuilding (600150) emphasizes the importance of comprehensive financial services provided by its financial arm, which supports the company's development by ensuring stable funding and smooth financing channels [1] Group 1: Financial Support - The financial services from China Shipbuilding's financial division help the company save on financial transaction costs [1] - These services also contribute to lowering financing costs and risks for the company [1] Group 2: Principles of Transactions - All related transactions adhere to principles of voluntariness, equality, and integrity [1] - The company assures that these transactions will not harm the interests of the company and its shareholders [1]

证券日报网讯 1月26日，中国船舶在互动平台回答投资者提问时表示，公司目前订单饱满，下属企业在 成本可控的情况下，结合自身情况和市场需要，合理增加生产能力。公司同时高度关注二级市场股价走 势，将在持续做好生产经营工作的同时，通过多样化方式和渠道开展投资者沟通工作，持续向市场阐述 好公司经济价值、功能价值和战略价值，努力推动上市公司市场价值与内在价值相匹配。 （编辑 姚尧） ...