丹麦国防部2日说，计划建造5艘能够在北极条件下作战的军舰。 声明还说，腓特烈港的造船厂将得到升级，将来有可能建造比这5艘军舰更大的船舶。 丹麦自治领地、世界第一大岛格陵兰岛大部分面积位于北极圈内。特朗普再次入主白宫以来，多次以所 谓"国家安全"为由扬言要得到格陵兰岛，导致丹麦与美国的关系日趋紧张。丹麦国防情报部门去年12月 发布的年度报告中，首次把美国列为"潜在的安全顾虑"。 丹麦民众坚决反对特朗普相关言论，强烈抗议美国霸权行径。丹麦广播公司3日公布的一项民调结果显 示，60%的丹麦人认为美国是"对手"，而将其视为"盟友"的比例不足两成。这份民调由分析机构Epinion 于1月21日至28日开展，调查对象为1053名18岁以上的丹麦人。当被问及"在当前局势下将美国视为盟友 还是对手"时，60%受访者选择"对手"，仅有17%选择"盟友"，20%表示"不知道"，3%未予回答。 国防部声明说，这些军舰的零部件将在全国多地的工厂生产，在丹麦北部腓特烈港一家国有造船厂完成 总装。这将有助于丹麦加强防务能力。 （文章来源：新华社） ...

记 者丨 谭 咏 编 辑丨张 星 重吨,同比增长11.4%,占全球市场总量的 56.1%。在全球航运市场周期性波动、新船订单增 速放缓的背景下,中国造船完工量仍实现11%增 长,这说明中国船企的订单执行、生产效率和供应 链管理能力强,能有效应对外部不确定性。 新接订单量10782万载重吨,占全球市场总量 的69%。也就是说,2025年全球近7成的新船需求 都流向了中国的船厂。 截至12月末,手持订单量27442万载重吨,同 比增长31.5%,占全球市场总量的66.8%,手持订 单量再创历史新高。 中国不仅是全球最大造船国,更是全球船东最 大供应商。中国船舶工业行业协会最新数据显示, 2025年1~12月，出口船舶占全国造船完工量、新 接订单量、手持订单量的比重为89.3%、88.2%和 92.4%。这组数据证明中国造船在技术、质量、交 付周期以及成本等方面受到国际船东的广泛认可。 2025年我国造船业 指标领跑全球 (单位:万载重吨) 占世界总量比重 27442 10782 5369 造船完工量 新接订单量 手持订单量 (截至12月底) 56.1% 69.0% 66.8% 数据来源:工信部 2025年 我国船 ...

编辑丨张星 占世界总量比重 27442 10782 5369 造船完工量 新接订单量 手持订单量 (截至12月底) CO NO/ EC 40/ CC Q0/ 09.U 70 JO. I /0 00.0 /0 数据来源:工信部 2025年 我国船舶出口比重高 出口船舶卡全国比重 92.4% 89.3% 88.2% 造船完工量 新接订单量 手持订单量 数据来源:中国船舶工业行业协会 据工信部数据,2025年,我国造船业三大指标 继续领跑全球,连续16年保持世界第一。 具体来看,2025年我国造船完工量5369万载 重吨,同比增长11.4%,占全球市场总量的 56.1%。在全球航运市场周期性波动、新船订单增 速放缓的背景下,中国造船完工量仍实现11%增 长,这说明中国船企的订单执行、生产效率和供应 链管理能力强,能有效应对外部不确定性。 新接订单量10782万载重吨,占全球市场总量 的69%。也就是说,2025年全球近7成的新船需求 都流向了中国的船厂。 截至12月末，手持订单量27442万载重吨，同 比增长31.5%，占全球市场总量的66.8%，手持订 单量再创历史新高。 2025年我国造船业 指标领跑全球 (单 ...

Core Viewpoint - Samsung Heavy Industries (SHI) is projected to achieve significant revenue and profit growth by 2025, driven by high-margin shipbuilding and offshore equipment sales, marking a return to profitability after years of losses [2][3][4]. Financial Performance - In 2025, SHI expects to generate revenues of 10.65 trillion KRW (approximately 7.49 billion USD), a 7.5% increase year-on-year, and an operating profit of 862.2 billion KRW (approximately 606 million USD), reflecting a 71.5% increase, the highest in 12 years [2]. - The company has achieved a cumulative operating profit of over 1.15 billion USD (approximately 798.8 million RMB) over the past three years, marking its third consecutive year of profitability since 2023 [2]. - In 2023, SHI reported revenues of 800.94 billion KRW (approximately 603.3 million USD), a 34.7% increase, and an operating profit of 233.3 billion KRW (approximately 176 million USD), successfully turning a profit for the first time since 2015 [4]. Revenue and Profit Targets - SHI's 2026 targets include revenues of 12.8 trillion KRW (20% year-on-year growth) and a new order target of 13.9 billion USD (approximately 96.9 billion RMB), representing a 41.8% increase from the previous year's target [3]. - The company has exceeded its 2025 targets, achieving 101.43% of its revenue goal and 137.86% of its profit goal [2]. Operational Strategy - SHI's performance is attributed to a focus on high-margin ship types and a diversified order portfolio, which has stabilized its workload and improved its profit structure [3]. - The company is currently engaged in multiple FLNG (Floating Liquefied Natural Gas) projects and is set to sign new contracts, which will further enhance its revenue and profit growth [3]. Profitability Improvement - Operating profit margins have improved significantly, rising from 2.9% in 2023 to 5.1% in 2024, and projected to reach 8% in 2025 [6]. - Analysts predict that SHI's operating profit for 2024 will be 502.7 billion KRW (approximately 370 million USD), a 115.5% increase year-on-year [5]. Market Outlook - Analysts forecast that SHI's revenue for 2024 will reach 12.4481 trillion KRW (approximately 8.47 billion USD), with an operating profit of 1.4424 trillion KRW (approximately 980 million USD), indicating a 66% year-on-year growth [6]. - The company is expected to benefit from the recovery in offshore equipment and high-value commercial ship revenues, with predictions of operating profits exceeding market expectations by over 30% [6][7].

每经记者｜刘艳美 每经编辑｜杨欢 2月2日，徐州市统计局发布2025年徐州市经济运行情况。 根据地区生产总值统一核算结果，2025年全市实现地区生产总值9957.22亿元，按不变价格计算，比上年增长5.8%。这意味着，全力冲刺"万亿之城"的徐 州，最终还是差了"一点"。 从三次产业结构来看，第一产业增加值792.46亿元，同比增长3.0%；第二产业增加值3656.29亿元，增长3.5%；第三产业增加值5508.47亿元，增长8.0%。 解读：作为此前备受关注的准万亿城市之一，2024年徐州GDP已达9537.12亿元，距离万亿大关仅有"一步之遥"，也让外界对其 2025 年冲刺万亿目标充满期 待。 从2025年徐州经济表现来看，全年5.8%的增速，高于全国（5.0%）、全省（5.3%）平均水平，显示出其稳健的经济走势。 细分数据亦可圈可点。比如，根据此前徐州市政府工作报告披露，2025年徐州社会消费品零售总额增长5.5%、居全省首位；"343"创新产业集群总规模突破 8000亿元，其中工程机械"一号产业"增长18%。 从具体经济指标来看，徐州未能实现破万亿目标，主要是受投资增速下滑拖累。2025年，徐州固定资 ...

Group 1 - The 2026 World Leading Scientists Summit (WLS) held in Dubai gathered over 1,000 participants, including 39 Nobel laureates, highlighting the event's significance in the scientific community [1] - The UAE has elevated artificial intelligence and digital infrastructure to a national strategic level, aiming to reshape its role in the global technology landscape through investments in data centers, energy, and semiconductors [1] - The summit emphasized the intersection of scientific culture and policy-making, aiming to align evidence with action in addressing global challenges [7] Group 2 - The summit featured a diverse range of interdisciplinary scientists, showcasing the unprecedented scale and depth of discussions on AI and its implications across various fields [2] - AI is recognized as a transformative force in the workforce, with potential to enhance employee capabilities and optimize production processes, particularly in industries like maritime [3] - Concerns were raised about the limitations of current AI technologies, with experts cautioning against over-reliance on AI for scientific discovery [4] Group 3 - The summit aimed to bridge the gap between scientific inquiry and policy action, addressing the need for funding and support for young scientists facing economic challenges [7] - The establishment of a new base for the World Leading Scientists Association (WLA) in Dubai is intended to position the city as a global hub for research and innovation [8] - The event underscored the importance of direct dialogue between scientists, policymakers, and industry leaders to tackle complex issues such as climate change and public health [7][8]

Summary of Conference Call Notes Industry Overview - The conference call focuses on the shipbuilding industry, specifically highlighting the performance of new ship orders in January and the pricing trends of new and second-hand ships [1][2]. Key Points - **January New Ship Orders**: - New ship orders reached 15.16 million DWT in January, showing a year-on-year increase of 59% and a month-on-month increase of 23%, indicating a continued upward acceleration [1]. - For the year 2025, after data revision, the total new orders are expected to exceed 156 million DWT, with the year-on-year decline narrowing to -22% [1]. - **Order Breakdown**: - Significant growth in orders for oil tankers and gas carriers, while the decline in bulk carriers and container ships remains manageable [1]. - Year-on-year growth rates for January in various ship types are as follows: - Bulk carriers: -53% - Oil tankers: +10.8x - Container ships: -37.5% - LNG carriers: +17x - The aging of oil tankers and the accelerated turnover of LNG trade are driving the demand for new ships [1]. - **Ship Pricing Trends**: - The new ship price index stood at 184.29 points in January, reflecting a year-on-year decrease of 2.69% and a month-on-month decrease of 0.19%, but overall prices are stabilizing [2]. - The second-hand ship price index increased by 12.53% year-on-year, with specific increases in second-hand prices for bulk carriers, oil tankers, and container ships at 11% each [2]. Additional Insights - The shipbuilding sector is currently characterized by low institutional allocation, historical low valuations, accelerating demand, and high growth in performance, making it a rare investment opportunity [2]. - The strong performance of ST Songfa and the release of shipbuilding industry results further reinforce the upward trend in industry prosperity, indicating a highly cost-effective position at present [2]. - The industry outlook for 2026 is optimistic, with expectations of upward beta trends [2]. - Core recommendations for investment include ST Songfa, China Power, China Shipbuilding, and China Ship Defense [2].

Market Overview - On February 2, the domestic commodity futures market saw widespread limit-downs, with major contracts for silver, palladium, platinum, copper, nickel, crude oil, and lithium carbonate all hitting the limit. The night session closed with the main silver contract down 20%, tin down 12.38%, crude oil down 4.8%, and gold down 3.86% [4][15]. Manufacturing Sector - China's official manufacturing PMI for January was 49.3%, a decrease of 0.8 percentage points month-on-month. The National Bureau of Statistics noted that some manufacturing sectors entered a traditional off-season, coupled with insufficient market demand, leading to a decline in manufacturing sentiment [4][15]. Shipbuilding Industry - In 2025, China's shipbuilding completion volume reached 53.69 million deadweight tons, a year-on-year increase of 11.4%, accounting for 56.1% of the global total. However, new orders received were 107.82 million deadweight tons, down 4.6% year-on-year, representing 69.0% of the global total. As of the end of December, the hand-held order volume was 27.44 million deadweight tons, up 31.5% year-on-year, making up 66.8% of the global total. China has maintained its leading position in the international shipbuilding market for 16 consecutive years [4][15]. Steel Market - On February 2, the national main port iron ore transactions were 817,000 tons, a decrease of 9.9% month-on-month. The transaction volume of construction steel from 237 mainstream traders was 46,800 tons, down 16.5% month-on-month [5][16]. - Last week, the operating rate of 247 steel mills was 79%, an increase of 0.32 percentage points from the previous week and up 1.02 percentage points year-on-year. The capacity utilization rate for ironmaking was 85.47%, a slight decrease of 0.04 percentage points week-on-week but up 0.83 percentage points year-on-year. The profit margin for steel mills was 39.39%, down 1.30 percentage points week-on-week and down 9.53 percentage points year-on-year. The average daily pig iron output was 2.2798 million tons, a decrease of 0.12 million tons week-on-week [5][16]. - The total supply of five major steel products last week was 8.2317 million tons, continuing to rise week-on-week. The production of rebar increased by 0.28 million tons to 1.9983 million tons, while hot-rolled production increased by 3.8 million tons to 3.0921 million tons. The total inventory of five major steel products was 12.7851 million tons, an increase of 214,300 tons week-on-week [5][16]. Rebar and Hot-Rolled Steel - Rebar production continued to increase slightly, with a total output of 1.9983 million tons, and total inventory rose by 234,300 tons to 4.7553 million tons. Demand decreased by 91,200 tons to 1.764 million tons. The current supply of rebar is recovering, but demand remains weak, leading to a seasonal downturn in the market. Prices are expected to remain stable in the short term, with continued narrow fluctuations [6][17]. - Hot-rolled steel production saw a slight increase, with actual output at 3.0921 million tons, up 38,000 tons week-on-week. Total inventory decreased by 22,000 tons, but the pace of reduction has slowed. Demand increased slightly by 14,500 tons to 3.1141 million tons. Traders are cautious about future market conditions, adopting a "low inventory, fast turnover" strategy [7][18]. Price Strategy - The short-term trading range for rebar 2605 is referenced at 3,050-3,200 yuan/ton, while the hot-rolled 2605 contract is referenced at 3,250-3,350 yuan/ton [8][19]. Alloy Market - The alloy market is experiencing increased volatility, with emotional trading becoming evident. Overall supply remains low, and production levels have stabilized. The cost side is seeing gradual increases, but fundamental support remains insufficient. Steel mills' production intensity is stable, and the winter restocking phase is nearing its end. Prices are expected to maintain a fluctuating pattern [9][20].

"这城不很大，但各种尘世的幸福极多"，这一赞誉穿越700多年的时光长河，如今依然在江苏省泰州市 熠熠生辉。 近年来，江苏省泰州市"好戏连台"：泰州队顽强拼搏、逆袭突围，夺得首届"苏超"冠军；大健康产业蓬 勃发展，泰连锡生物医药产业集群入选国家先进制造业集群；连续6年获得"中国最具幸福感城市"称 号……泰州这座苏中水城正以鲜明的城市特质、强劲的产业动能、丰盈的民生幸福，打造一座名副其 实"有戏"的城市。 精神为核坚韧拼搏显城市特质 一座城市的精神，是其发展的内核。 2025年11月1日晚，在现场62329名球迷和全网千万观众的共同见证下，泰州队的小伙子们举起首届"苏 超"冠军奖杯。这次夺冠，不仅仅是一次大赛捧杯，更是一次城市精神的生动展示。 这支一路历经坎坷、不被看好的球队，凭借永不言弃的韧劲和众志成城的拼劲，上演了一出"热血好 戏"。当终场哨声响起，"这里是泰州，我们是冠军"的呐喊声响彻赛场，这份荣耀不仅属于泰州队，更 属于每一个奋斗的泰州人。 赛场上的逆袭，为泰州这座"有戏"的城市，添上了浓墨重彩的一笔。这座有着2100多年建城史的文化名 城，有着坚韧不拔、奋勇争先的精神基因，凭着骨子里那股不服输的劲头，一 ...

2026年2月2日在江苏省南通市崇川区船舶海工产业带拍摄的建造中的船舶（无人机照片）。工业和信息 化部2月1日发布数据显示，2025年，我国造船三大指标国际市场份额连续16年保持全球领先。数据显 示，2025年，我国造船完工量5369万载重吨，同比增长11.4%，占世界总量的56.1%；新接订单量10782 万载重吨，占世界总量的69.0%；截至2025年12月底，手持订单量27442万载重吨，同比增长31.5%，占 世界总量的66.8%。 新华社发 （来源：内蒙古日报） 转自：内蒙古日报 ...