她构建着整艘巨轮的立体数字孪生体，一笔一画将脑海中的理想船型变为现实。18年职业生涯中，每一张设计图纸都承载着这位女性工程师的智慧与坚持。 在中船集团旗下沪东中华LNG技术研究所工作18年，"要不是公司搬迁上岛，连工位都没变过"，肖蓉是位很"稳"的LNG设计师。在这个有LNG船"零号车 间"美誉的部门里，设计师的工作除了"画图"，还有"建模"——先构建出整艘船的立体数字孪生体，再基于这一模型生成二维图纸送审，并指导现场生产。 在这里，讲究的是打通图纸到实船的"最后一公里"，是把设计师脑海中的理想船型变为现实，在这里，想象力与韧性同等重要。也正因如此，肖蓉的这份冷 静踏实让她在所里备受信任和赞誉。 岗位变了 力争上游的冲劲没有变 2007年，肖蓉从华东船舶工业学院（现江苏科技大学）船舶与海洋工程专业毕业，进入沪东中华工作。 用她自己的话说，彼时选择沪东中华，一是因为"有自主研发的船舶三维设计软件（即国内首款船舶产品三维设计软件HDSPD），在学生们心中地位很 高"；二是毕业前在沪东实习，带队老师带他们去看"一个很大的、用帷幕罩起来的车间"，也就是国产LNG船的雏形，给了她很大震撼。 沪东中华体系化、科学化的带教 ...

修船与改装领域亮点纷呈。大连造船深化与希腊、西班牙等国际顶尖客户的战略合作，成功打入日韩高端市场，构建了更加多元、稳固的全球客户体系。 集装箱船修理业务逆势大幅增长78%；顺利交付世界首艘大型通海型养殖工船改装项目；与欧洲知名航运公司确认1艘LNG运输船修理订单，成功进入高 端修船改装市场。 高端制造树标杆 重大项目实现里程碑突破 2025年12月，中国船舶集团有限公司旗下大连船舶重工集团有限公司顺利实现7艘船舶下水、5艘船舶高质量交付。至此，该公司全年交付船舶29艘，超产 2艘，全面完成年度生产任务，各项主要指标超额完成，在高端船舶与海洋工程装备领域实现一系列重大突破，"十四五"圆满收官。 生产运营科学统筹 协同效能充分释放 依托大连、山海关、天津三地协同优势，大连造船通过科学排产与高效联动，充分释放产能。在生产高峰期，同期在建船舶高达63艘，生产组织井然有 序。目前该公司手持订单饱满，订单结构持续优化，主建船型占比97%，批量化、系列化订单占比约50%，推动各基地形成专业化生产格局：大连基地聚 焦超大型油船（VLCC）、11万吨成品油船及大型液化天然气（LNG）运输船；山海关基地深耕中型散货船、中型油船及 ...

12月30日，中船集团旗下中船澄西船舶修造有限公司首制1号41800吨自卸船胜利下水，船东、船检及公司领导、相关部门负责人出席仪式。 该船于10月18日上船台，中船澄西扬州公司针对重点工程分别制定了专项计划，明确各阶段关键节点、责任部门、资源配置标准要求，同时建立计划动态 调整机制，结合实际推进情况及时优化资源配置，确保各条线按既定节奏协同推进，在保证双船台有序推进的同时，整合船台资源形成"合力"，实现该船 34天主船体贯通。 12月31日，中船澄西为中信金融租赁有限公司建造的10号84500吨干散货船基准分段上船台搭载。 大明船板解决方案 目前在化学品船服务领域，大明船板工艺品质体系建设成效显著，已荣获法国BV、挪威DNV、英国劳氏LR、中国CCS等多个知名船级社工厂认可，为高 质量服务全球高端船舶制造业奠定了坚实基础。 根据客户的定制化需求，大明除了能进行船板前道基础加工外，还可直接提供Z型、几/Ω型及曲面变径类等多样化定制船板加工。其中Z"型多厚度金属板 材拼焊折弯方法获得了国家发明专利，"Ω"型船板加工也已积累了丰富经验。 Z型拼焊船板 ▽服务4.9万吨全球最大吨位化学品船 不同厚度船板拼焊 一次成型 ...

"2025年，韩国出口继续受益于半导体、汽车和造船等核心产业的稳健增长。" 最新出炉的数据显示，在强劲的半导体需求支撑下，韩国2025年出口保持增长势头，出口总额达到7097 亿美元，同比增长3.8%，创下新高。 其中，半导体出口仍然是增长的主要动力，在人工智能（AI）和数据中心投资带来的持续需求推动 下，半导体出口继续增长。据韩国产业通商资源部数据显示，韩国半导体出口额年增22.2%，达1734亿 美元，也创下历史新高。 全年来看，韩国贸易顺差达到780亿美元，连续11个月保持顺差，同比增加262亿美元。这是韩国自2017 年以来最大的贸易顺差，当年贸易顺差为952亿美元。 在强劲的半导体需求支撑下，韩国出口保持增长势头，缓解了人们对全球贸易保护主义和关税不确定性 的担忧，这些因素在今年大部分时间里一直困扰着韩国。 韩国产业通商资源部在一份声明中表示："2025年，韩国出口继续受益于半导体、汽车和造船等核心产 业的稳健增长，同时电气设备、农渔产品和化妆品也创下历史新高，成为新的增长动力。" AI繁荣推动韩国出口增长 韩国总统李在明近期表示，要在2026年将AI领域的支出增加两倍——此举旨在推动韩国跻身世界三 ...

Core Viewpoint - China Merchants Heavy Transport Co., Ltd. announced an order for four multi-purpose heavy-lift vessels to enhance its fleet and support the growing demand in the wind power market [1][6]. Group 1: Order Details - The total value of the order for the four 40,000-ton multi-purpose heavy-lift vessels is approximately 1.492 billion yuan, with an individual vessel cost of about 373 million yuan [1][6]. - The first vessel is scheduled for delivery by June 2028, with the remaining three expected to be delivered by the end of February 2029 [1][6]. Group 2: Strategic Goals - The company aims to accelerate its strategic transformation and upgrade its fleet to meet the increasing demands of the wind power sector, which is experiencing rapid growth [1][6]. - As one of the largest marine service providers for wind power equipment globally, the new vessels will enhance the fleet's suitability for cargo and support China's advanced manufacturing industry [1][6]. Group 3: Economic Viability - The internal rate of return for the project is estimated at approximately 6.76%, with a static payback period of 11.8 years, indicating good economic benefits [2][7]. - The company is focused on becoming a leading special vessel company, transitioning towards being an "industry chain operator" and "integrated solution provider" [2][7]. Group 4: Fleet and Capacity - The company currently operates a fleet of over 200 vessels with a total deadweight tonnage of nearly 10 million, covering various types of special transport vessels [2][7]. - The fleet is capable of carrying a wide range of cargo, including oversized and heavy items, with a carrying capacity ranging from 1 ton to 100,000 tons [2][7]. Group 5: Background of the Order - This order is part of a larger contract signed in December 2022, which includes a total of 87 new vessels with a combined contract value of approximately 50 billion yuan [3][8]. - The contract set records for the highest single cooperation signing amount and cross-border RMB settlement in the history of China's shipbuilding industry [3][8]. Group 6: Current Orders and Market Position - As of now, the shipyard has a backlog of 84 vessels totaling 5.612 million deadweight tons, with delivery schedules extending to 2028 [4][10]. - The current order book includes various types of vessels, such as bulk carriers and multi-purpose ships, indicating a diverse portfolio [4][10].

Group 1 - The core product of Sanfu Shipbuilding is a 10,000-ton multi-purpose heavy-lift vessel, which holds a 30% global market share. The company plans to deliver 41 vessels by 2025, including 10 of these heavy-lift ships, with projected sales of 5.5 billion yuan, representing a year-on-year growth of over 20%. The order backlog extends to 2029 [1][1][1] - The port industrial park in Taizhou has transitioned from a logistics focus to a port industry focus, aiming to attract projects and strengthen advanced manufacturing. This change is part of a broader strategy to enhance the park's industrial positioning and promote high-quality development [1][1][1] - The port industrial park has signed 25 projects worth over 100 million yuan, including 13 major projects exceeding 500 million yuan, such as a 2.5 billion yuan high-end ship supporting equipment project and a 1 billion yuan green ship production line upgrade [1][1][1] Group 2 - Taizhou is building a modern industrial system marked by "Dahai New Morning," focusing on optimizing traditional industries and fostering emerging sectors. The port industrial park is leveraging local enterprises to strengthen its leading industries, including marine, health, and precision manufacturing [2][2][2] - Tianming Precision Technology Co., Ltd. has achieved rapid growth, with a projected sales increase of 100% by 2025, supported by partnerships with major domestic electric vehicle companies. The company currently has an order backlog of 130 million yuan [2][2][2] - The health industry is a key sector for Taizhou, with plans for a 4.64 square kilometer pharmaceutical raw material production base to attract various projects. The region is also transforming its grain and oil industry into a high-value health food economy [2][2][2] Group 3 - The port industrial park has 2.2 kilometers of undeveloped deep-water coastline and 3,000 acres of contiguous land, suitable for six 100,000-ton berths, making it an ideal location for heavy equipment manufacturing projects [3][3][3] - The park aims to focus on the assembly and system integration of oversized and heavy equipment, such as offshore wind power components and large port machinery, to attract leading domestic and international companies to establish assembly bases [3][3][3]

（来源：辽宁日报） 转自：辽宁日报 本报讯 记者王荣琦报道 大连中远海运重工建造的6300立方米液氨运输船——"安泰源"轮日前在大连命名，标志着大连在高技术含量、高附加值船舶建造领 域取得新突破。 "安泰源"轮总长110米，型宽20米，航速13.5节，配备多个独立液货罐，可运输液氨、液化石油气、丁二烯等10余种化工气体，具备高度的运营灵活性和广 泛的市场适应性。该船在环保性能上表现突出，氮氧化物排放满足国际海事组织（IMO）最高阶段标准，二氧化碳排放达到能效设计指数（EEDI）第三阶 段要求，并配置轴带发电机等节能系统，实现经济性与绿色低碳兼得。 值得一提的是，该船采用"氨燃料预留"设计，为未来使用清洁能源奠定基础，体现了大连船舶工业在新能源技术应用方面的前瞻布局。 在建造过程中，大连中远海运重工项目团队克服复杂海况等挑战，高质量完成全部调试任务。试航数据显示，船舶操纵性、航速等核心指标均优于设计标 准，赢得船东和船检机构高度认可。 作为大连船舶产业链的重要一环，"安泰源"轮的完工命名将进一步增强大连船舶制造业清洁能源物流领域的服务能力。交付后，该船将投入国内沿海化工气 体运输市场，助力大连中远海运能源供应链 ...

Group 1 - The core viewpoint of the news highlights the successful launch of the environmentally friendly 5650DWT self-discharging cement transport vessel "Transporter" in Zhenjiang High-tech Zone, showcasing the area's commitment to achieving production goals by 2025 despite challenges like limited dock resources [1] - Zhenjiang High-tech Zone has implemented the "Red Sail Navigation" action to promote high-quality development through party-led initiatives, aligning with provincial goals for dual high coordination and establishing a new path for industry and talent integration [1] - The establishment of a joint party committee for the shipbuilding and marine engineering equipment industry chain has led to significant growth, with a reported 34.4% increase in output value for large-scale shipbuilding and marine engineering enterprises from January to November last year [2] Group 2 - The collaboration between Zhenjiang High-tech Zone and Jiangsu University has resulted in significant technological advancements, with the production of membrane heaters becoming a popular choice among leading new energy vehicle manufacturers, leading to a 300% increase in order volume [3] - The "Red Sail Service Team" has streamlined the approval process for new enterprises, reducing the number of required steps from 28 to 4 and cutting application materials by 96%, which has saved an average of 80% in processing time for businesses [4] - The integration of party-building and industry development in Zhenjiang High-tech Zone is being recognized as a new model for enhancing production capacity, with plans to continue fostering technological and industrial innovation to create a nationally influential shipbuilding and marine engineering industry cluster [5]

Core Insights - Central enterprises are expected to enhance their roles in serving the national economic development and improving people's livelihoods, as emphasized by General Secretary Xi Jinping [1] Group 1: Scale and Strength - The total assets of central enterprises have exceeded 90 trillion yuan, marking significant growth during the "14th Five-Year Plan" period [2] - Central enterprises have made notable advancements in innovation, with 134 pilot verification platforms providing specialized services and achieving 121 significant results in original technology [2] - Research and development expenditures have surpassed 5 trillion yuan, with investments in emerging industries growing at an annual rate of over 20% [2] Group 2: Industrial Upgrading - Central enterprises have made progress in 438 technology breakthroughs aimed at enhancing industrial innovation and self-sufficiency [3] - The implementation of the "Artificial Intelligence +" initiative has led to over 800 application scenarios and the establishment of 1,854 smart factories [3] - Energy efficiency has improved, with energy consumption per unit of output and carbon dioxide emissions per unit of output decreasing by 12.8% and 13.9%, respectively, during the "14th Five-Year Plan" [3] Group 3: Strategic Functionality - Nine new central enterprises have been established, focusing on market-oriented restructuring and integration of state-owned assets [4][5] - The governance of central enterprises has become more standardized and efficient, with management levels controlled within four tiers [5] - The State-owned Assets Supervision and Administration Commission (SASAC) has implemented a more scientific regulatory approach, including a tailored assessment for each enterprise [5]

Core Viewpoint - The military strike ordered by the U.S. against Venezuela has created significant uncertainty in global markets, particularly affecting the Chinese A-share market, which is set to react after a holiday pause [1][2]. Group 1: Immediate Market Reactions - Global markets reacted swiftly to the news, with gold prices surging due to increased safe-haven buying and international oil prices rising sharply due to geopolitical risk premiums [2]. - The FTSE China A50 index futures, typically a leading indicator for A-shares, remained inactive on January 3, indicating that market sentiments and risk assessments would be bottled up until the market reopened on January 5 [2]. Group 2: Market Dynamics and Implications - The decision to bypass Congress for military action introduces new variables into market dynamics, creating a 12-hour delay for market reactions and increasing uncertainty regarding potential further military actions [3]. - The turmoil in Venezuela, a key OPEC member, is expected to have delayed impacts on the energy sector, particularly affecting domestic refining companies and airlines, while also providing time for the renewable energy sector to assess potential opportunities [4]. Group 3: Sector-Specific Impacts - The military intervention is likely to amplify concerns about energy inflation, with oil prices already rising, which will impact the energy supply chain and related sectors once the A-share market reopens [4]. - The military action's implications extend to the defense sector, where the unpredictability of U.S. military actions may lead to increased demand for defense stocks, reflecting a broader trend of heightened geopolitical tensions [5]. Group 4: Investment Strategies and Scenarios - Three potential scenarios for the A-share market opening on January 5 have been outlined: a panic-driven sell-off, a rational adjustment reflecting market resilience, or a strategic opportunity arising from perceived overreactions [8][9][10]. - Investors are advised to prepare by assessing their holdings, setting specific price triggers for action, and closely monitoring developments regarding potential further military actions and Congressional responses [15][17]. Group 5: Broader Market Repercussions - The military strike may lead to a reevaluation of geopolitical risk pricing in global capital markets, particularly affecting countries with existing tensions with the U.S. [6]. - The potential for a second round of attacks raises concerns about ongoing supply disruptions, which could have lasting effects on market stability and investor confidence [4][5].