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，公司于2025年12月9日披露了 《公司关于公司下属子公司签订重大合同的公告》，订单涉及各型船舶87艘，金额约500亿元人民币， 其中包含部分意向订单。 （文章来源：证券日报） ...

证券日报网讯1月26日，中国船舶（600150）在互动平台回答投资者提问时表示，公司以管理风险为目 的开展金融衍生交易。针对汇率波动带来的影响，公司以真实贸易为背景开展套期保值业务，降低风险 敞口，固化收入与成本，一定程度上能规避汇率波动带来的风险。 ...

证券研究报告 | 浙商早知道 报告日期：2026 年 01 月 27 日 ：wanghe@stocke.com.cn 市场总览 资金：1 月 26 日全 A 总成交额为 32806 亿元，南下资金净流出 8.26 亿港元。 重要观点 【浙商大制造中观策略 邱世梁/王华君/张菁】机械设备 年度行业策略报告：2026 年度策略：油轮散货订单接力， 产业共迎盈利释放——20260126 重要点评 浙商早知道 2026 年 01 月 27 日 ：王禾 执业证书编号：S1230512110001 ：021-80105901 【浙商传媒互联网 冯翠婷】传媒 行业深度：重仓股配置比例下降，前期涨幅高的收益确认，AI 应用标的配置提 升——20260126 http://www.stocke.com.cn 1/4 请务必阅读正文之后的免责条款部分 大势：1 月 26 日上证指数下跌 0.09%，沪深 300 上涨 0.1%，科创 50 下跌 1.35%，中证 1000 下跌 1.24%，创业板 指下跌 0.91%，恒生指数上涨 0.06%。 行业：1 月 26 日表现最好的行业分别是有色金属（+4.57%)、石油石化（+3. ...

江龙船艇1月26日公告，预计2025年营业收入7.2亿元，同比下降约58.36%；预计归属母公司净利润亏损 9000万元–1.2亿元，上年同期盈利1124.78万元。 江龙船艇1月26日公告，预计2025年营业收入7.2亿元，同比下降约58.36%；预计归属母公司净利润亏损 9000万元–1.2亿元，上年同期盈利1124.78万元。 ...

Core Viewpoint - The company expects a significant net loss for the fiscal year 2025, with projections indicating a net profit attributable to the parent company ranging from -2.6 billion to -3.4 billion yuan, and a net profit excluding non-recurring gains and losses between -2.65 billion and -3.45 billion yuan [1] Group 1: Financial Projections - The anticipated net profit attributable to the parent company for 2025 is projected to be between -2.6 billion and -3.4 billion yuan [1] - The expected net profit after excluding non-recurring items is forecasted to be between -2.65 billion and -3.45 billion yuan [1] Group 2: Market Conditions - The wind power market is experiencing intensified competition, leading to a highly concentrated demand for installations [1] - The company faces delays in the construction and progress of wind power projects due to a peak in market installations during the year [1] - Maintenance and related costs have increased, and the prices of certain components have risen due to supply and demand dynamics, resulting in a failure to achieve expected cost reductions in the supply chain [1]

中船科技公告，预计2025年度实现归属于母公司所有者的净利润为-26亿元到-34亿元，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-26.5亿元到-34.5亿元。上年同期归属于母公司所有者 的净利润为1.46亿元。本期业绩预告未经审计。 ...

格隆汇1月26日丨江龙船艇(300589.SZ)公布，预计2025年亏损9,000万元–12,000万元，同比转亏，扣非 亏损8,500万元–11,500万元。公司2025年营业收入预计7.20亿元，较2024年营业收入17.29亿元，同比下 降约58.36%，预计净利润为负值。主要原因系受结算收入下降、特殊批量公务船项目审价及延期违 约、参股子公司澳龙船艇亏损等影响。导致2025年营业收入同比下降，净利润下滑。 ...

智通财经APP讯，江龙船艇(300589.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 9000万元至1.2亿元;扣除非经常性损益后的净亏损8500万元至1.15亿元。 ...

Core Viewpoint - Jining Port has achieved significant milestones in 2025, becoming the first inland river port in northern China to reach a throughput of 116 million tons and 520,000 TEUs, marking its entry into the national league of major ports [1] Group 1: Port Development and Achievements - Jining's port and shipping industry revenue has surpassed 100 billion yuan for the first time, establishing it as a trillion-yuan industry [1] - The city has developed a comprehensive inland shipping network with 360 kilometers of high-grade waterways and 103 berths capable of accommodating vessels over 1,000 tons [1] - Jining has launched 30 container shipping routes, connecting logistics networks to 152 cities nationwide [1] Group 2: Infrastructure and Strategic Initiatives - Jining is accelerating port construction, exemplified by the Liangshan Port, which integrates rail and water transport, enhancing connectivity [2] - The establishment of the first inland river customs supervision site in Shandong province at Longgong Port facilitates efficient customs processes for local businesses [2] - The city is focusing on building a northern inland shipping center as part of its 14th Five-Year Plan, emphasizing the importance of inland shipping in future economic development [2] Group 3: Future Plans and Projects - Jining is set to enhance its commercial logistics center by improving connections with major economic regions and launching new container shipping routes [3] - The city plans to develop a multi-modal transport center, expediting the construction of key port projects and enhancing waterway infrastructure [4] - Jining aims to strengthen its green ship manufacturing capabilities, with plans to produce over 200 new energy vessels and collaborate with industry leaders to set standards for inland new energy ships [4][5] Group 4: Innovation and Technology - The city is promoting innovation in shipping services by fostering partnerships between shipping companies and academic institutions to create research and development bases [5] - Jining is integrating advanced technologies such as IoT and big data into its shipping systems to enhance operational efficiency and service offerings [5]

人民财讯1月26日电，江龙船艇（300589）1月26日发布业绩预告，预计2025年归母净利亏损9000万元— 1.2亿元，上年同期盈利1124.78万元。公司2025年营业收入预计7.2亿元，同比下降约58.36%，预计净利 润为负值。主要原因系受结算收入下降、特殊批量公务船项目审价及延期违约、参股子公司澳龙船艇亏 损等影响。导致2025年营业收入同比下降，净利润下滑。 ...