人民财讯1月22日电，*ST松发（603268）1月22日公告，下属公司恒力造船(大连)有限公司(简称"恒力 造船")2艘船舶建造合同于近日签约生效。合同标的为2艘30.6万吨VLCC超大型原油运输船，合同金额 合计约2—3亿美元，订单将于2028年下半年相继交付。 ...

每经AI快讯，1月22日，*ST松发（603268）公告，公司下属公司恒力造船（大连）有限公司近日与 EasternPacificShippingPte.Ltd.旗下单船公司签订2艘30.6万吨VLCC超大型原油运输船建造合同，合同金 额合计约2.00亿至3.00亿美元；合同履约期限自签约生效至2028年下半年相继交付；支付方式为美元分 期支付；争议解决方式为伦敦海事仲裁员协会（LMAA）伦敦仲裁。 ...

格隆汇1月22日丨*ST松发(603268.SH)公布，公司下属公司恒力造船（大连）有限公司（简称"恒力造 船"）2艘船舶建造合同于近日签约生效，合同标的：2艘30.6万吨VLCC超大型原油运输船，本次标的合 同金额合计约2-3亿美元。 ...

松发股份公告称，下属公司恒力造船近日签约生效2艘船舶建造合同，标的为2艘30.6万吨VLCC超大型 原油运输船，合同金额约2 - 3亿美元。合同履约期自签约至船舶交付，采用美元按履约进度分期支付， 2028年下半年相继交付。交易对方是Eastern Pacific Shipping Pte.Ltd.旗下单船公司，资信良好、具备履 约能力。合同预计对公司业绩有积极影响，但履行期长，受多种因素影响，总体风险可控。 ...

格隆汇1月22日丨江龙船艇(300589.SZ)在互动平台表示，公司新能源船艇生产场地暂无扩大产能场地计 划，与传统能源船艇共用生产场地。2025年，公司除了继续推进新能源旅游休闲船艇外，还成功交付了 柴电动力、纯电动力公务执法船，打开了深圳市新能源船艇市场，将继续扩大新能源船艇订单计划。 ...

Group 1 - The main market experienced a net outflow of 29.841 billion yuan in principal funds as of January 22 [1] - The top ten sectors with inflows of principal funds include: Communication Equipment (4.454 billion yuan), Aerospace (3.032 billion yuan), Electronic Components (2.167 billion yuan), General Equipment (2.126 billion yuan), Photovoltaic Equipment (1.479 billion yuan), Coal Industry (1.108 billion yuan), Glass Fiber (0.885 billion yuan), Shipbuilding (0.875 billion yuan), Non-Metallic Materials (0.874 billion yuan), and Internet Services (0.868 billion yuan) [1] Group 2 - Communication Equipment saw an inflow of 4.454 billion yuan, with Zhongji Xuchuang as a notable company [2] - Aerospace received 3.032 billion yuan, with Triangle Defense being a key player [2] - Electronic Components attracted 2.167 billion yuan, with Pengding Holdings highlighted [2] - General Equipment had an inflow of 2.126 billion yuan, represented by Xue Ren Group [2] - Photovoltaic Equipment garnered 1.479 billion yuan, with Guosheng Technology noted [2] - The Coal Industry received 1.108 billion yuan, with Dayou Energy mentioned [2] Group 3 - Glass Fiber attracted 0.885 billion yuan, with Jiuding New Materials as a significant company [3] - Shipbuilding saw an inflow of 0.875 billion yuan, with China Shipbuilding as a key entity [3] - Non-Metallic Materials received 0.874 billion yuan, represented by Wolong Nuclear Materials [3] - Internet Services attracted 0.868 billion yuan, with Runze Technology highlighted [3]

"达飞基督山轮采用绿色甲醇作为主要燃料，可实现全生命周期的深度脱碳（减排90%以上），完全满 足目前海上航行的环保排放标准。"大船天津总装部副部长邓仁武介绍。 在绿色低碳方面，该船每年使用绿色甲醇燃料可减少约12万吨二氧化碳排放，相当于种植670万棵树的 碳汇效应，真正实现了"航行即减排"。 为保障甲醇燃料的安全应用，船上还创新采用了"品"字形甲醇燃料储存舱设计，搭配氮气吹扫系统，构 建了全方位安全保障体系，有效化解甲醇燃料储存的安全风险。 1月21日，华北地区首艘"绿色高端船舶"——甲醇双燃料15000TEU集装箱船，在天津滨海新区命名交 付。该船配备了11000立方米超大甲醇储存舱，足以支持远东至美东的单程航行，无需中途加注燃料。 本船订单由中国船舶集团有限公司与法国达飞海运集团签订于2023年中法建交60周年之际。协议包括建 造2型16艘大型集装箱船，金额达210多亿元，创下了中国造船业一次性签约集装箱船最大金额的新纪 录。 据介绍，16艘大型集装箱船中的6艘甲醇双燃料15000TEU集装箱船由中船大连造船大船天津承建。本次 交付船舶为6艘船中的首制船，同时也是法国达飞海运集团旗下第400艘船舶。该船的 ...

Core Viewpoint - The earnings forecast for China Shipbuilding Defense in 2025 is in line with expectations, projecting a year-on-year increase in net profit attributable to shareholders of 150%-197% [1] Group 1: Industry Outlook - The industry is experiencing an upturn in the cycle, with increased demand for various ship types leading to improved profitability for shipyards [1] - The demand side is driven by a replacement cycle and environmental policies, particularly for new orders of oil tankers and bulk carriers, while supply-side expansion from shipyards is limited [1] - Ship prices are expected to reach new highs due to the combination of strong demand and limited supply [1] Group 2: Company Position - The company is the only "A+H" platform under China Shipbuilding Group, which is expected to benefit from the group's efforts to resolve industry competition [1] - The controlling company, Huangpu Wenchong, and the associated company, Guangzhou Shipyard International, are core shipbuilding enterprises with a full order book [1] - As of January 21, 2026, the company holds an order backlog of 6.73 million deadweight tons and 338 CGT, indicating a robust order pipeline [1] Group 3: Investment Rating - The investment rating is maintained at "Buy" based on the positive outlook and strong performance indicators [1]

Group 1 - The Hang Seng Index fell by 0.1%, down 26 points, closing at 26,559 points, while the Hang Seng Tech Index decreased by 0.4% [1] - Baidu Group (09888) led blue-chip stocks with a 4% increase following the official release of its Wenxin large model version 5.0 [1] - Tianzuo Zhixin (09903) surged over 14%, reaching a new high since its listing, with plans to release a roadmap for its next three generations of GPGPU products on January 26 [1] - Minshi Group (00425) rose over 10%, benefiting from the increase in European electric vehicle production and actively entering humanoid robots and liquid cooling sectors [1] - Junda Co., Ltd. (02865) increased by over 14%, planning to raise funds through a share placement for the development of space photovoltaic battery products [1] - Yingshi Intelligent (03696) rose over 5%, achieving a new peak as its AI-enabled tumor drug development capabilities received further recognition [1] Group 2 - Jiantao Group's stock (01888) rose over 2%, with Goldman Sachs optimistic about the Chinese PCB and CCL industries [2] - Pacific Shipping (02343) increased by over 7%, reaching a new high as the BDI index climbed to a two-week high [3] - China Shipbuilding Defense (00317) rose over 3%, with its 2025 performance forecast meeting market expectations, likely benefiting from the integration of shipbuilding assets [4] - CNOOC Services (02883) increased by over 4%, converting $746 million in debt to equity to enhance its oil and gas business in Norway [5] - Kingsray Biotechnology (01548) fell over 6%, following a significant drop of over 11% in its joint venture Legend Biotech's stock price [6] - Nanshan Aluminum International (02610) dropped over 8% due to a 6.4% discount on a rights issue, raising net proceeds of HKD 1.99 billion [7] - New stock Longqi Technology (09611) debuted with a price of HKD 32.5, up 4.84% on its first day of trading [8]

Group 1 - The top 20 stocks with significant capital inflow include Tianfu Communication (748 million), Zhongji Xuchuang (677 million), and Xinyi Sheng (659 million) [1] - The sectors represented among the top inflow stocks include communication equipment, non-metal materials, aerospace, and software development [2][3] - Notable stock performances include Tianfu Communication with a 2.95% increase, Zhongji Xuchuang with a 1.11% increase, and Walden Materials with a 6.72% increase [2][3] Group 2 - The highest capital inflow was observed in Tianfu Communication with 748 million, followed by Zhongji Xuchuang with 677 million and Xinyi Sheng with 659 million [1] - Other significant stocks with capital inflow include Aerospace Electronics (593 million), Xinwei Communication (562 million), and Runze Technology (526 million) [1][2] - The stock with the highest percentage increase is Tiantong Co., Ltd. with a 10.03% rise, followed by Jiu Ding New Materials with a 10% increase [3]