2026年是"十五五"开局之年。习近平主席发表的新年贺词中，有着关于发展与梦想最醒目的旨归——"推进全体人民共同富裕""柴米油盐、三餐四季，每 个'小家'热气腾腾，中国这个'大家'就蒸蒸日上"。 中国式现代化是全体人民共同富裕的现代化。进入新发展阶段，如何让改革发展成果更多更公平惠及全体人民，尤为关键。中共中央党校教授王学斌提出， 共同富裕的价值追求和内核，便是让发展成果更多更公平惠及全体人民，其中有三个内容十分关键： 第一，是"一个都不能掉队"。无论是边疆地区百姓，还是少数民族同胞，都能过上更好的生活，共同发展。 云南保山新寨村背靠高黎贡山、面朝怒江，汉族、傣族、傈僳族、白族等多民族混居。凭借独特的地理条件，新寨村特产一种香而不苦、略带果酸的保山小 粒咖啡，品质享誉海内外。但在10多年前，新寨村陷入咖啡豆收购价格低迷、咖农收入微薄的困境。为此，当地转型走精品化道路，大力改良种植技术，并 "爱达·花城号"是我国第二艘自主设计建造的大型邮轮，现正在上海外高桥造船厂建造。工程的供应链层级多、规模大、复杂度高、协同难，长三角地区现 已构建世界级船舶海工集群，各地企业联手托举"爱达·花城号"的建造，如浙江欣亚磁电发展 ...

Core Viewpoint - Sumida plans to acquire 60 million shares of Lanke High-tech from its controlling shareholder, Guoji Group, at a price of 6.71 yuan per share, totaling 403 million yuan, which will increase Sumida's stake in Lanke High-tech to 21.72%, making it a subsidiary [1] Group 1: Company Overview - Sumida, established in 1978, is a key member of Guoji Group and has developed into a diversified international enterprise with significant market scale and brand influence [1] - As of the end of 2024, Sumida has 13 subsidiaries, 37 overseas members, and 28 wholly-owned or controlling factories, covering over 160 countries and regions [1] - In 2024, Sumida achieved a revenue of 117.17 billion yuan and a total import-export volume of 12.9 billion USD, ranking 97th in the 2023 Fortune China 500 list [1] Group 2: Financial Performance - In the first three quarters of 2025, Sumida reported a revenue of 87.42 billion yuan, a year-on-year increase of 0.52%, and a net profit attributable to shareholders of 1.104 billion yuan, up 10% year-on-year [2] - The company's shipbuilding and shipping business showed strong profitability, while the textile and apparel business grew steadily, and the ecological and environmental protection business remained stable [2] Group 3: Strategic Initiatives - Sumida is actively investing in strategic emerging industries such as new energy and high-end energy equipment through both internal cultivation and external mergers and acquisitions [2] - Lanke High-tech, originating from a key national research institute, specializes in the R&D, design, manufacturing, and inspection of oil and petrochemical energy equipment and new energy equipment [2] - As of September 2025, Lanke High-tech has contributed over 1,190 technological achievements to the country, including 3 national invention awards and 4 national science and technology progress awards [2] Group 4: Market Position and Growth - In the first three quarters of 2025, Lanke High-tech achieved a revenue of 589 million yuan, a year-on-year increase of 18.02%, and a net profit attributable to shareholders of 33.31 million yuan [3] - The demand for traditional oil and gas chemical equipment products has improved due to sustained investment in downstream industries, leading to increased order delivery [3] - Lanke High-tech's strategic focus on new energy, energy conservation, and deep-sea equipment has shown significant results, contributing positively to revenue [3]

（来源：经济日报） 转自：经济日报 1月6日，山东省荣成市俚岛镇三星重工业（荣成）有限公司港区，由韩国籍卡罗湾轮装运的大型液化天然气运输船船段分段顺利装船发往韩国。 李信君摄（中经视觉） ...

新年战鼓催征，奋斗正当其时！中国船舶集团有限公司旗下各二级管理单位正以昂扬之姿开启崭新征程，生产线上热潮涌动，经营战线凯歌高奏。"开门 红"的扎实业绩，凝聚起全力奋战新一年的磅礴力量，为高质量发展注入强劲动能。 01 老巴拿马型液货船签新单 1月5日，北海造船联合中船贸易与希腊船东Cape Shipping通过视频连线签署了1+1艘超大型原油船建造合同。本次签约的超大型原油船是北海造船自主研发 设计的"启明星"系列液货船船型，配备节能装置提高船舶能效水平，并采用氨预留设计，未来可配置2个6000立方米氨燃料储罐，实现全航程"零碳"绿色运 营。该船满足最新的CSR、OCIMF和石油公司标准，具备出色的通用性；满足国际海事组织TIER III排放标准及船舶能效设计指数（EEDI）第三阶段 （Phase Ⅲ）要求。 1月5日，江南造船与Eastern Pacific Shipping（EPS）正式签署2艘老巴拿马型9万立方米超大型液氨运输船（VLAC）建造合同。该船型采用新一代低阻线型 设计，在满足老巴拿马运河尺度限制的前提下，通过优化艏艉外形及水线分布，实现舱容最大化与航行阻力最小化的平衡，显著提升了整体运营效率 ...

海事服务网CNSS获悉，新加坡东太平洋航运（EPS）近日再次选择中国船舶集团旗下江南造船（集团）有限责任公司（"江南造船"），签订了2艘老巴拿 马型9万立方米超大型液氨运输船（VLAC）建造合同。 图源：江南造船 该船型采用新一代低阻线型设计，在满足老巴拿马运河尺度限制的前提下，通过优化艏艉外形及水线分布，实现舱容最大化与航行阻力最小化的平衡，显 著提升了整体运营效率；其核心搭载的LPG双燃料推进系统，与传统燃油动力系统相比，可显著减少约20%的CO2及约99%的SOx排放，满足EEDI阶段III 的排放要求。新船预计2028年上半年交付。 海事服务网CNSS获悉，新加坡东太平洋航运（EPS）近日再次选择中国船舶集团旗下江南造船（集团）有限责任公司（"江南造船"），签订了2艘老巴拿 马型9万立方米超大型液氨运输船（VLAC）建造合同。 图源：江南造船 该船型采用新一代低阻线型设计，在满足老巴拿马运河尺度限制的前提下，通过优化艏艉外形及水线分布，实现舱容最大化与航行阻力最小化的平衡，显 著提升了整体运营效率；其核心搭载的LPG双燃料推进系统，与传统燃油动力系统相比，可显著减少约20%的CO2及约99%的SOx排 ...

格隆汇1月7日丨中船科技(600072.SH)公布，财务部门初步测算，预计2025年度归属于上市公司股东的 净利润为负值，公司2025年度经营业绩将出现亏损。公司将严格遵循《上海证券交易所股票上市规则》 等相关规定，加快推进财务核算工作，尽快披露2025年度业绩预告。最终财务数据请以公司正式披露的 2025年年度报告为准。 ...

Group 1 - The A-share market saw a slight increase on January 7, with the Shanghai Composite Index achieving a 14-day consecutive rise. Various industry sectors experienced mixed performance, with electronic chemicals, coal, semiconductors, and power equipment leading the gains, while shipbuilding, education, securities, aerospace, and jewelry sectors faced declines [1] - Throughout the day, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 47.198 billion yuan. Seven industries saw net inflows, including telecommunications, banking, coal, and light manufacturing, with net inflows of 2.814 billion yuan, 1.243 billion yuan, 0.903 billion yuan, and 0.316 billion yuan respectively. Transportation and real estate industries also had net inflows exceeding 1 billion yuan [1] - Among the 24 industries with net outflows, the defense and military industry and the computer industry had the largest outflows, each exceeding 8 billion yuan. The automotive, electronics, power equipment, and non-bank financial sectors also saw outflows exceeding 3 billion yuan [1] Group 2 - In terms of individual stocks, 46 stocks had net inflows exceeding 200 million yuan, with 10 stocks seeing net inflows over 500 million yuan [2] - Notable stocks with significant net inflows included Aerospace Development, Greenme, Northern Huachuang, and Tongyu Communication, with net inflows of 1.933 billion yuan, 1.266 billion yuan, 1.257 billion yuan, and 1.172 billion yuan respectively. Greenme has also announced a share buyback of 137 million yuan and is progressing with its Hong Kong listing [3] - A total of 92 stocks experienced net outflows exceeding 200 million yuan, with popular stocks such as Leike Defense, Haige Communication, Sanhua Intelligent Control, Luxshare Precision, Dongfang Wealth, Tianci Materials, and Shanzigao Technology seeing outflows exceeding 1 billion yuan [3] Group 3 - At the market close, there was a net inflow of 0.831 billion yuan, with the power equipment, electronics, and telecommunications sectors seeing inflows exceeding 300 million yuan. The banking, home appliances, and pharmaceutical sectors also had inflows exceeding 100 million yuan [4] - Individual stocks with significant net inflows at the close included Goldwind Technology, Aerospace Development, and Changchuan Technology, each with inflows exceeding 300 million yuan. Other stocks like Sungrow Power Supply, Guangku Technology, CATL, and Haige Communication also saw inflows exceeding 100 million yuan [4] - Conversely, stocks such as Aerospace Electric, Xiangnong Chip, and Tianji Shares experienced net outflows exceeding 100 million yuan at the close [4]

中船科技公告，经公司财务部门初步测算，预计2025年度归属于上市公司股东的净利润为负值，公司 2025年度经营业绩将出现亏损。公司将严格遵循《上海证券交易所股票上市规则》等相关规定，加快推 进财务核算工作，尽快披露2025年度业绩预告。最终财务数据请以公司正式披露的2025年年度报告为 准。 ...

本次签约的超大型原油船是北海造船自主研发设计的"启明星"系列液货船船型，总长339.5米，型宽60米，载重吨达31.9万吨，配备节能装置提高船舶能效 水平，并采用氨预留设计，未来可配置2个6000立方米氨燃料储罐，实现全航程"零碳"绿色运营；满足最新的CSR、OCIMF和石油公司标准，具备出色的 通用性；满足国际海事组织TIER III排放标准及船舶能效设计指数（EEDI）第三阶段（Phase Ⅲ）要求。 航运界网消息，1月5日，北海造船联合中国船舶工业贸易有限公司，与希腊船东Cape Shipping通过视频连线签署了1+1艘超大型原油船建造合同。 北海造船表示，此次签约是北海造船在大型油船领域实现的连续批量接单，标志着公司在"十五五"起步阶段顺利实现"开门红"。 2025年，北海造船为比利时船东CMB.TECH建造的首艘超大型原油船已于11月10日顺利交付，较合同期提前7个月，充分彰显了北海造船在大型油船建造 方面的硬核实力。 目前，北海造船已完成从MR成品油船、LR2成品油船、超大型原油船等主流油船的布局，展现了公司在中大型油船设计与建造领域的整体实力和市场竞 争力，为进一步拓展高端油船市场奠定了坚实基 ...

Market Overview - On January 7, the A-share market experienced slight fluctuations, with the Shanghai Composite Index facing resistance around 4097 points[2] - The total trading volume for both markets reached 28,818 billion yuan, above the median of the past three years[3] - The Shanghai Composite Index closed at 4,085.77 points, up 0.05%, while the Shenzhen Component Index rose 0.06% to 14,030.56 points[7] Sector Performance - Strong performers included coal, non-ferrous metals, electric grid equipment, and power equipment sectors[3] - Weaker sectors included shipbuilding, securities, jewelry, and education[3] - The average price-to-earnings (P/E) ratios for the Shanghai Composite and ChiNext indices were 16.76 times and 51.81 times, respectively, above the median levels of the past three years[3] Investment Outlook - The market is expected to maintain a slight upward trend, supported by improved corporate earnings structures and favorable monetary policies[3] - Investors are advised to focus on sectors such as coal, non-ferrous metals, electric grid equipment, and power equipment for short-term opportunities[3] - Anticipated continued easing of monetary policy and expectations of a prolonged interest rate cut cycle by the Federal Reserve may enhance market liquidity[3] Risks - Potential risks include unexpected overseas economic downturns, domestic policy changes, and macroeconomic disturbances[4]