（编辑 王雪儿） 证券日报网讯 12月22日，中船防务在互动平台回答投资者提问时表示，近年来，公司积极把握市场机 遇，强化生产管理，船舶产品收入及生产效率稳步提升，产品毛利同比改善，公司联营企业经营业绩向 好。2025年前三季度，公司实现经营收入143.15亿元，同比增长12.83%；实现归属于上市公司股东净利 润6.55亿元，同比增长249.84%。公司股价受大盘走势、行业情况、投资者偏好等诸多因素影响，敬请 投资者注意投资风险。 ...

12月22日交付的这艘油轮，作为全球首艘甲醇双燃料动力智能超大型油轮，由中船大连造船自主研发。船长约333米，型宽60米， 一次可运载约210万桶原油。 与常规超大型油轮相比，该船具备更优的适航性和适港性，采用的国产甲醇双燃料主机和甲醇燃料供给系统，还可以满足最新国际 环保排放标准。 央视网消息：12月22日，由我国自主设计、建造的全球首艘甲醇双燃料动力智能超大型油轮在辽宁大连交付，标志着中国船舶工业 在智能化、绿色化发展道路上迈出坚实一步，进一步巩固了在全球造船业竞争中的领先优势。 绿色环保 搭载多套智能系统 除了绿色环保，作为智能型超大型油轮，它还搭载了国内自主研发的智能船基平台及多套船用智能系统，在运维、航行等方面实现 了安全高效的智慧运营管理。接下来，这条船将服务于中东到远东的航线。 中船大连造船项目经理李吉明介绍，这条船使用了甲醇燃料，相比常规燃料，这艘船的二氧化碳排放最高能减少92%，硫氧化物排 放最高能减少到99%。 ...

Core Insights - The construction project of a 7000TEU container ship, undertaken by China Railway Fourth Group, has reached a significant milestone with the successful dispatch of the first non-water-tight bulkhead segment, marking the ship's entry into the rapid segment construction phase [1][4] Group 1: Project Details - The dispatched non-water-tight bulkhead segment measures 36 meters in length, 22 meters in width, 1.9 meters in height, and weighs 240 tons, serving as a core component of the container ship's structure [3] - Container ships are designed for efficient loading and unloading, featuring large hatches, gridded cargo holds, and multi-layered deck stacking, making them the mainstay of modern maritime transport [3] Group 2: Technical Innovations - The project team has integrated large-scale steel structure precision control experience from bridge manufacturing into shipbuilding processes, optimizing positioning tools and support settings to achieve precise and rapid positioning of bulkhead components [3] - Various specialized techniques, including flame adjustment, segment flipping, external structural pressure, and ship-specific welding, have been implemented to address technical challenges related to deck flatness and assembly complexity [3] Group 3: Equipment Development - To support large-scale segment hoisting and modular shipbuilding, China Railway Fourth Group has developed a 1000-ton gantry crane at the base, which features a dual main beam design and multiple functionalities for lifting, longitudinal, and lateral movement [4] Group 4: Strategic Implications - The successful dispatch of the first segment reflects advancements in high-value ship manufacturing processes and project management capabilities in China, contributing positively to local industrial upgrades and the aggregation of high-end shipbuilding clusters [4] - This project aligns with national strategies for becoming a "maritime power" and a "manufacturing power," injecting new momentum into the autonomous and modern development of China's shipping logistics equipment [4]

广州船舶产业发展历史悠久，形成了以龙穴造船基地为核心的高端船舶与海工产业集群，年造船产能超 550万载重吨，单船造船能力突破30万吨，拥有中国船舶集团旗下两家大型骨干造船企业——广船国际 有限公司和黄埔文冲船舶有限公司。 12月19日，2025年广州市船舶与海洋工程产业高质量发展推介活动在广州南沙举行。据会上消息，今年 前三季度，广州船企手持订单1145万载重吨、新接订单361万载重吨、完工量139万载重吨，全市船舶制 造业工业总产值同比增长超20%。目前，广州重点船企在手订单交船期已排至2029年。 ...

格隆汇12月22日丨中船防务(600685.SH)在投资者互动平台表示，目前公司无减持中国船舶股份计划。 ...

Core Viewpoint - France will construct a new aircraft carrier to replace the current "Charles de Gaulle" aircraft carrier, as announced by President Macron during a speech in Abu Dhabi [1] Group 1: Government Decision - The decision to build a new aircraft carrier is part of France's recent military spending legislation, following a comprehensive review [1] - The new aircraft carrier is expected to have a direct stimulating effect on the French economy [1] Group 2: Specifications and Timeline - The new aircraft carrier is set to replace the "Charles de Gaulle," which has been in service since 2001 and is currently France's only nuclear-powered aircraft carrier [1] - The new carrier is projected to be operational by the end of the 2030s, with the "Charles de Gaulle" having a full load displacement of over 40,000 tons [1]

Core Viewpoint - The successful delivery of the world's first methanol dual-fuel intelligent ultra-large oil tanker, "Kaituo," marks a significant advancement in shipbuilding technology and environmental sustainability in the maritime industry [1][3]. Group 1: Vessel Specifications and Features - The "Kaituo" is designed and built by China Shipbuilding Dalian, measuring approximately 333 meters in length and capable of carrying about 2.1 million barrels of crude oil [1]. - The vessel features strong navigability, excellent port compatibility, low emissions, and intelligent operation capabilities, set to serve the Middle East to Far East shipping routes [1]. - It employs a domestically developed methanol dual-fuel main engine and fuel supply system, achieving up to a 92% reduction in carbon dioxide emissions and a 99% reduction in sulfur oxides compared to conventional fuels [1]. Group 2: Technological Innovations and Achievements - During the design and construction of the vessel, the project team achieved 71 patent results and set multiple new records [3]. - Key performance indicators such as navigation speed, fuel consumption, maneuverability, and emission standards exceeded design specifications, leading to the vessel's delivery four months ahead of schedule [3].

Core Insights - Jining is identified as one of the three cities in Shandong aiming to reach a trillion yuan economy, with a focus on leveraging its port's capabilities to drive growth [1][2] - The port of Jining has achieved a cargo throughput of 106 million tons from January to November, marking an 18.5% year-on-year increase, making it the first northern inland port to surpass this milestone [1][4] - The development of Jining as a northern inland shipping center is supported by the provincial planning that emphasizes its core port status and aims to create a modern water transport system [1][3] Economic Growth and Development Plans - Jining's economic target for 2024 is set at 586.7 billion yuan, with a growth rate of 5.8%, indicating significant pressure to achieve the trillion yuan goal within five years [1] - The provincial plan outlines a "one main, four auxiliary, and multiple points" layout for the inland port cluster, positioning Jining as a key player in the regional economy [1] Inland Shipping and Connectivity - The rise of inland shipping is seen as a strategic move to support domestic economic circulation, with Jining's port serving as a crucial hub connecting to major economic regions like the Yangtze River Delta and Shanghai [3] - Jining's port is expected to enhance its role in the logistics chain, with significant cost savings reported for companies utilizing inland shipping [3][4] Industry Development and New Opportunities - Jining is diversifying its industrial base with plans for eight key sectors, including ship transportation, logistics, and trade, building on its traditional coal and steel industries [5] - The establishment of a new energy ship manufacturing base is underway, with significant investments and contracts already secured, indicating strong growth potential in this sector [6][7] Market Recognition and Future Prospects - The new energy shipbuilding sector is gaining market recognition, with contracts signed for innovative projects, including electric container ships and international orders [7][8] - Jining's shipbuilding industry is rapidly expanding, with a reported 91.6% increase in new orders for 2024, highlighting its emergence as a significant player in the national shipbuilding landscape [8]

Core Viewpoint - France is planning to build a larger and more advanced aircraft carrier to replace the aging Charles de Gaulle, which will enhance the country's naval capabilities and stimulate the economy [1] Group 1: Aircraft Carrier Details - The new aircraft carrier will be approximately 310 meters long and have a displacement of nearly 80,000 tons, making it about twice the size of the Charles de Gaulle, which is 261 meters long and has a displacement of 42,000 tons [1] - The Charles de Gaulle has been in service since 2001 and has operated for 24 years, making it the only active nuclear-powered aircraft carrier outside of the U.S. Navy [1] Group 2: Economic Impact - The decision to initiate the construction of the new aircraft carrier is expected to have a direct positive impact on the French economy [1] - The new carrier is projected to enter service by 2038, marking a significant investment in France's naval capabilities [1]

Group 1 - China Shipbuilding Group's Hudong-Zhonghua Shipbuilding (Group) Co., Ltd. has signed a contract with Nigeria's Bonny Gas Transport Company for the construction of three 174,000 cubic meter LNG carriers, marking the first collaboration between China and an African nation in the LNG shipbuilding sector [3][4] - Nigeria has proven natural gas reserves of 5.3 trillion cubic meters, ranking first in Africa and eighth globally. Bonny Gas Transport Company operates the largest dedicated LNG fleet in Africa and is a subsidiary of Nigeria LNG Limited, which is one of Africa's largest LNG exporters with an annual production exceeding 22 million tons [3] - This partnership signifies recognition of China's LNG shipbuilding capabilities by a major African energy player, paving the way for deeper energy and equipment cooperation between China and Africa, and expanding economic and trade collaboration [4]