证券日报网2月2日讯，国航远洋在接受调研者提问时表示，截至2026年1月29日，国航远洋自营干散货 运输船舶21艘，总运力超150万吨，绿色运力占比超30%。集团干散货船队以巴拿马型为主，兼顾灵便 型；近年新投运力以绿色低碳船为主，平均船龄为7年，显著低于同行业水平。公司采用内外贸兼营策 略，内贸以电煤、铁矿石运输为主，外贸聚焦粮食、煤炭、铁矿石、铝矾土等各类大宗商品货种，并根 据市场行情灵活调整内外贸结构和货种结构。公司的航线包括内贸和外贸航线，及内外贸兼营航线：内 贸航线如北起曹妃甸、秦皇岛、天津港（600717）等，南至国内主要煤炭、铁矿石运输沿江沿海港口， 核心服务能源类大客户运输需求；外贸航线形成覆盖欧洲大西洋、澳洲、南北美洲、东南亚、东亚与南 亚、非洲等区域的全球化布局，核心航线包括南美-东亚(粮食为主)、澳大利亚-远东(铁矿石为主)、印 尼-中国南方、加拿大/美西-东亚等，2024年境外收入占比提升至67%。2026年公司已投入运营一艘6.35 万载重吨的带吊低碳智能干散货船舶，目前在建运力包括另一艘6.35万载重吨的带吊低碳智能干散货船 舶，以及4艘8.9万载重吨的甲醇双燃料干散货船舶。 ...

证券日报网2月2日讯，国航远洋在接受调研者提问时表示，2025年底以来，BDI(波罗的海干散货指数) 上涨趋势明显，截至2026年1月23日，BDI均值为1711.4，同比增85.8%，从需求端看，全球干散货贸易 量预计继续保持增长，同时受到西芒杜铁矿石长航程需求拉动，吨海里需求增速显著，进一步拉动对运 力需求增长。从运力供给端看，2025年散货船新船订单近五年最低，叠加船队老龄化加速及IMO能效监 管趋严，未来新增运力释放节奏放缓，运力的供给增长有限。以上原因，从2025年年底至今，干散货运 价涨幅明显，干散货运价与盈利水平同步上行。有色矿产价格和需求的增长也助推了大宗航运运价的上 升。 ...

证券日报网2月2日讯，国航远洋在接受调研者提问时表示，公司今年将陆续交付6艘新造船，新增运力 规模近50万载重吨，主要运输货种为粮食和矿石类，主要运输航线覆盖，美洲、欧洲和东亚区域。由于 新造船采用低碳节能和新能源燃料，单船油耗大幅降低，EEDI(船舶能效设计指数)指标达到IMO(国际 海事组织)最高要求，氮氧化合物(NOx)排放满足TierIII(船舶氮氧化物(NO)排放最高级别标准)等级，真 正实现绿色航行。干散货船舶所运载的粮食、铁矿石等核心货种需求旺盛，在此背景下公司新造船在低 碳节能技术优势和核心货种的稳定需求，其盈利水平与运营效率上形成一定的竞争优势。 ...

Core Viewpoint - The construction of Shanghai as an international shipping center is transitioning from "basic completion" to "full completion," with a focus on enhancing both "hard power" and "soft power" in the global shipping landscape [2]. Group 1: Hard Power Developments - Shanghai maintains its leading position in the global shipping hub rankings, with the Xinhua-Baltic Index consistently ranked third in the world and container throughput being the highest globally for 15 consecutive years [2]. - The city is recognized as a strategic point for China's participation in global competition, emphasizing the acceleration of building five centers: international economy, finance, trade, shipping, and technology innovation [2]. Group 2: Smart Shipping Legislation - The legislative conditions for smart shipping are deemed mature and feasible, with a pressing need for legal frameworks to support the development of smart vessels, which are crucial for China's competitive position in the international shipping system [4][5]. - By 2027, the smart shipping market in China is projected to reach 73.6 billion yuan, while the global market could reach 944.3 billion yuan, highlighting the urgency for legislative action [4]. - Shanghai's Pudong New Area is positioned to pioneer local legislation in smart shipping, which could provide a model for national legal frameworks and enhance China's influence in international shipping governance [5][6]. Group 3: Soft Power Enhancements - The enhancement of "soft power" is essential for the continued development of Shanghai as an international shipping center, with a focus on attracting and retaining international maritime talent [9]. - Current challenges include a mismatch in the quantity and quality of Chinese seafarers relative to the shipping industry's needs, necessitating policies to improve the attractiveness of maritime careers [9][10]. - Proposed measures include optimizing social security policies for international seafarers and recognizing the role of electronic and electrical engineers in smart shipping operations to attract high-quality talent [10][12]. Group 4: Talent Policies - In 2025, Shanghai introduced significant talent policies aimed at attracting shipping professionals, including provisions for high-level maritime talent to facilitate residency [11]. - The existing policies primarily cover senior positions in maritime operations, but there is a need to expand these to include emerging roles critical to smart shipping [12].

Group 1: Development of Shanghai International Shipping Center - Shanghai is transitioning from "hardware investment" to "software upgrades" in its international shipping center development, maintaining a leading position in global shipping metrics such as port hub rankings and container throughput [1][6] - The city aims to accelerate the construction of five centers: international economy, finance, trade, shipping, and scientific innovation, with a focus on enhancing "soft power" in the shipping industry [1][6] Group 2: Legislative Conditions for Smart Shipping - The legislative conditions for smart shipping are deemed mature and feasible, with a pressing need for legal frameworks to support the development of smart vessels, which are crucial for China's competitive position in the international shipping system [2][3] - Current laws primarily cater to manned vessels, creating a gap in legal support for smart shipping technologies, which hinders industry development [2][3] Group 3: Recommendations for Smart Shipping Legislation - Key recommendations for smart shipping legislation include aligning with international regulatory frameworks, establishing management mechanisms for pilot applications, enhancing data compliance and governance, and fostering an ecosystem for industry standards [3][4] Group 4: Talent Development in Shipping Industry - Enhancing the attractiveness of international seafarer careers is essential for building the "soft power" of Shanghai's international shipping center, as there is a mismatch in the number and quality of seafarers relative to the shipping industry's needs [6][9] - Proposed policies include optimizing social security contributions for seafarers and recognizing specific roles such as electronic and electrical engineers as part of the high-level seafarer category to attract talent [7][9] Group 5: Talent Policies and Support - Shanghai plans to introduce talent policies to attract shipping professionals, including provisions for high-level talent to facilitate residency and streamline the process for specific maritime roles [8][9]

证券日报网讯 2月2日，招商南油在互动平台回答投资者提问时表示，截至2026年1月末，公司股东总数 为107743户。 （文章来源：证券日报） ...

Core Viewpoint - Recently, Haifeng International Holdings (01308) announced the exercise of an option to order two additional 2,700 TEU feeder container ships from Huang Hai Shipbuilding Co., increasing its total order for this type of vessel to eight [1][5]. Group 1: Order Details - The two newly ordered vessels have a total price of $76.36 million, maintaining the same unit price as previous orders [3][8]. - Initially, Haifeng International announced an order for four similar vessels in August 2023, with a total contract value of $152.7 million [3][8]. - The company has exercised options to order two additional vessels on October 31, 2025, and January 30, 2026 [3][8]. Group 2: Delivery Schedule - The delivery schedule for the new vessels is as follows: - The fifth contract's vessels are expected to be delivered by September 30, 2028, or earlier - The sixth contract's vessels are expected to be delivered by November 30, 2028, or earlier - The seventh contract's vessels are also expected to be delivered by November 30, 2028, or earlier - The eighth contract's vessels are expected to be delivered by March 31, 2029, or earlier [6][10]. Group 3: Fleet Expansion and Market Position - The new ship orders aim to expand Haifeng International's fleet to meet the growing operational demands of the group and to strengthen its leading position in the Asian shipping market [3][8]. - According to Alphaliner, Haifeng International operates a total of 120 container ships, with 100 of them being owned vessels [9].

格隆汇2月2日丨海通发展(603162.SH)公布2025年前三季度权益分派实施公告,本次利润分配以方案实施 前的公司总股本927,897,808股为基数，每股派发现金红利0.05元(含税)，共计派发现金红利 46,394,890.40元。 本次权益分派股权登记日为：2026年2月6日，除权除息日为：2026年2月9日。 ...

| 项目类别 | 数据指标 环比 数据指标 最新 | 最新 | | | | 环比 | | --- | --- | --- | --- | --- | --- | --- | | | EC主力收盘价 -37.4↓ EC次主力收盘价 | 1184.600 | | 1513.1 | | -40.70↓ | | 期货盘面 | EC2604-EC2606价差 -12.70↓ EC2604-EC2608价差 | -328.50 | | | -423.30 | -43.30↓ | | | EC合约基差 | 607.54 | -24.77↓ | | | | | 期货持仓头寸（手） EC主力持仓量 | | 33806 | -2075↓ | | | | | | SCFIS（欧线）（周） -67.17↓ SCFIS（美西线）（周） SCFI（综合指数）（周） -141.11↓ 集装箱船运力（万标准箱） | 1792.14 1316.75 | | | 1,101.40 1,227.97 | -192.92↓ 0.00↑ | | 现货价格 | CCFI（综合指数）（周） -33.16↓ CCFI（欧线）（周） | 1175.59 | ...

Core Viewpoint - Qingdao City is committed to achieving its "dual carbon" goals by promoting green transformation across key sectors such as energy, industry, construction, transportation, and technology, leading to significant progress in green, low-carbon, and high-quality development by 2025 [1] Group 1: Policy and Mechanism Optimization - The municipal government emphasizes high-level planning for "dual carbon" initiatives, formulating major policies and addressing significant issues to promote green and low-carbon development [2] - A comprehensive implementation plan for accelerating green transformation has been issued, aiming to create a resource-saving and environmentally friendly spatial layout, industrial structure, and lifestyle [2] - Various departments have established a responsibility list for key projects and policies to support green and low-carbon transformation [2] Group 2: Financial and Tax Support - Financial institutions in Qingdao have issued loans totaling 183.6 billion yuan, with 10 billion yuan allocated to 24 key carbon reduction projects, resulting in a carbon reduction of 23.6 million tons [3] - Tax incentives have been implemented, with 1.866 billion yuan in purchase tax exemptions for new energy vehicles and additional exemptions for energy-saving products [3] Group 3: Energy Structure Optimization - Coal consumption is maintained below 30%, with non-fossil energy consumption reaching 13.6%, a year-on-year increase of 2.8% [4] - Energy efficiency has improved, with energy intensity decreasing by 5.6% year-on-year, and Qingdao's carbon output efficiency rated as A high-efficiency class [4] Group 4: Manufacturing and Industrial Upgrades - The city has allocated approximately 800 million yuan for technological upgrades, benefiting over 360 enterprises, with notable achievements in energy efficiency [5] - A total of 67 national-level green factories and 66 provincial-level green factories have been recognized, promoting green manufacturing [5] Group 5: Green Construction and Urban Development - Qingdao has issued plans for green urban construction, aiming to establish a framework for green development and promote energy-efficient buildings [7] - Over 1.318 million square meters of energy-efficient buildings have been completed, with a significant focus on rural clean heating improvements [7] Group 6: Transportation and Infrastructure Development - The city has made strides in green transportation, with 100% of new energy buses in operation and significant advancements in electric vehicle infrastructure [9] - The promotion of green ports and shipping corridors has led to a 75% increase in shore power usage [8] Group 7: Innovation and Technology Advancement - Qingdao is advancing key technology projects in green and low-carbon sectors, with funding allocated for research in hydrogen energy and solid-state batteries [10] - The establishment of engineering research centers and support for solid-state battery projects are part of the city's innovation strategy [10] Group 8: Future Directions - Qingdao will continue to deepen its carbon peak pilot city construction, focusing on energy, industry, urban construction, transportation, and public institutions to enhance energy efficiency and carbon reduction [11]