| 二 审：项 丽 | 三 审：甘丰录 | 来 源：中船集团新闻宣传中心/中国船舶报社 本期内容提要：中国船舶集团有限公司旗下江南造船为达飞海运集团建造的15000TEU甲醇双燃料动力集装箱船"达飞 欧仁妮"号顺利交付；北海造船绿色 修船升级改造项目正式开工；中船澄西2025年积极履行社会责任；七〇五所"国防知识进校园"活动持续开展。 | 责 编：王 琦 | 一 审：宁湘舒 ...

12月19日，国务院国有资产监督管理委员会党委委员、副主任李镇到中国船舶集团有限公司调研。国务院国资委企业改革局副局长张博、科技创新局副局长 孙少斌，中船集团党组书记、董事长徐鹏，党组成员、副总经理胡贤甫、赵同宾参加调研。 李镇对中船集团近期改革发展成绩表示肯定。李镇指出，中船集团及相关成员单位要把学习贯彻党的二十届四中全会精神同深化落实习近平总书记重要指示 精神结合起来，勇挑重担、敢打头阵，紧紧围绕增强核心功能、提升核心竞争力，在推动高质量发展、做强做优做大国有企业和国有资本上取得更大进展。 要进一步提高政治站位，扛起央企创新使命责任，立足自身加快突破关键核心技术和前沿技术，加强科技创新顶层设计与战略谋划，强化产学研深度融合， 努力提升原始创新能力；要进一步加大专业化整合力度，持续优化产业布局，提高资源配置效率；要加快推进治理体系和治理能力现代化，不断完善中国特 色现代企业制度，健全有利于履行功能使命的制度机制，更好服务中国式现代化建设全局；要集中力量抓好采购供应链管理体系建设，持续推动供应链管理 体系变革，全面提升供应链管理水平，为我国经济社会持续健康发展贡献更大力量。 中船集团有关部门负责人参加调研。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600482 证券简称：中国动力 公告编号：2025-082 债券代码：110808 债券简称：动力定02 中国船舶重工集团动力股份有限公司 关于与中船财务有限责任公司 签订2026年度《金融服务协议》暨关联交易的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 本次交易简要内容：中国船舶重工集团动力股份有限公司（以下简称"公司"，含下属全资及控股子公 司，下同）拟与中船财务有限责任公司（以下简称"中船财务"）签订《金融服务协议》。中船财务将为 公司办理相关金融业务，主要包括存款、结算、贷款、授信、外汇服务以及经国家金融监督管理总局批 准的其他金融服务。在协议有效期内，公司在中船财务的日最高存款余额不超过550亿元人民币，日最 高贷款余额不超过80亿元人民币，年度授信总额不超过153亿元人民币，其他金融业务（含保函、信用 证和金融衍生业务等）不超过72亿元人民币，有效期至股东会审议通过下年度金融服务协议之日止。 ● 交易限额 ■ ● ...

证券日报网讯12月19日，中船科技（600072）在互动平台回答投资者提问时表示，公司子公司中船九院 涉及的船厂规划建设等业务保持平稳。 ...

Core Viewpoint - The launch of the first shipbuilding-themed ETF in China marks a significant innovation in financial products, aiming to connect capital markets with the shipbuilding industry and support the construction of a modern industrial system [1][5]. Group 1: Launch Event - The product launch event for the China Securities Index Selected Shipbuilding Industry Index Fund was held in Shanghai, themed "Set Sail on a New Journey, Together We Paint the Ocean Dream" [1][4]. - Representatives from various organizations, including China Shipbuilding Group and several financial institutions, attended the event to witness the launch of the ETF [1][4]. Group 2: Industry Insights - The shipbuilding industry is recognized as a strategic and foundational sector for building a strong manufacturing, transportation, marine, and technological nation, currently facing historic development opportunities [5][6]. - The ETF is designed to provide a clear path for capital to participate in key national projects, enhancing the connection between the shipbuilding industry's value and capital market investors [5][6]. Group 3: Financial Product Features - The ETF aims to capture industry development trends and market investment needs, offering investors a quality tool to share in the growth of the shipbuilding industry [2][5]. - The index tracked by the ETF transforms the growth value of the shipbuilding industry into an investable financial product, facilitating the conversion of "industry advantages" into "investment opportunities" [2][5]. Group 4: Strategic Importance - The ETF aligns with national strategies for marine economic development and aims to build a competitive blue financial service system, directing social capital towards sustainable marine sectors [3][7]. - The innovative "central enterprise-fund" linkage model integrates the business advantages of state-owned enterprises with the professional investment capabilities of public funds, filling a gap in standardized investment tools for this niche market [7]. Group 5: Future Prospects - Future collaboration between the fund and China Shipbuilding Group will focus on long-term development opportunities in the marine economy and high-end equipment manufacturing, exploring innovative paths for industry-finance integration [3][7].

Group 1 - The launch of the first domestic index fund focused on the shipbuilding industry, in collaboration with leading companies like China Shipbuilding Group and China Securities Index Company, represents an innovation in financial products and aims to provide a clear path for capital to participate in key national development areas [1][4] - The shipbuilding industry is identified as a strategic and foundational sector for building a strong manufacturing, transportation, marine, and technological nation, currently experiencing historic development opportunities [1][3] - The shipbuilding ETF is designed to connect the value of the shipbuilding industry with capital market investors through standardized and transparent financial products, marking a significant step in integrating the industry with capital markets [1][2] Group 2 - The shipbuilding ETF, as the first of its kind in the market, aligns with national strategies for marine economic development and aims to build a competitive blue financial service system, guiding social capital towards sustainable marine sectors [2][3] - The ETF employs a "central enterprise - fund" cooperation model, merging the resource advantages of industrial capital with the professional investment capabilities of public funds, thereby filling the gap for standardized investment tools in this niche market [3] - Future plans include deepening strategic collaboration between the fund and China Shipbuilding Group, focusing on long-term development opportunities in the marine economy and high-end equipment manufacturing, while exploring innovative paths for industry-finance integration [5]

Group 1 - The core viewpoint of the article is the launch of the first China Securities Index-selected shipbuilding industry index fund, which is set to track the China Securities Index-selected shipbuilding industry index [1] - The fund, referred to as the "Shipbuilding ETF," will be officially issued on January 12, 2026 [1] - The product launch event was co-hosted by Wells Fargo Fund and China Shipbuilding Group, indicating a collaboration between a foreign financial institution and a domestic industry leader [1]

Core Viewpoint - The announcement indicates that *ST Songfa (603268)* has signed contracts for the construction of two oil/product tankers, which is expected to positively impact the company's future performance and enhance its market competitiveness and profitability [1] Group 1: Contract Details - The contracts involve the construction of two oil/product tankers with a deadweight tonnage of 114,000 tons [1] - The total contract value is approximately between 100 million to 200 million USD [1] Group 2: Impact on Company - The normal execution of these contracts is anticipated to have a positive effect on the company's future performance [1] - The contracts are expected to strengthen the company's long-term market competitiveness and profitability [1] - This development will further consolidate the company's competitive advantage in the market [1]

Group 1 - The core point of the article is that *ST Songfa has signed contracts for the construction of two oil/product tankers with a total contract value of approximately 100 to 200 million USD, which are expected to be delivered in the first half of 2027 [1] Group 2 - The vessels have a deadweight tonnage of 114,000 tons each, indicating a significant capacity for transporting oil and refined products [1] - The contracts were signed by the subsidiary Hengli Shipbuilding (Dalian) Co., Ltd., highlighting the company's involvement in the shipbuilding industry [1] - This development may enhance the company's operational capabilities and revenue potential in the maritime transport sector [1]

Core Insights - Guangzhou's shipbuilding industry is experiencing robust growth, with a full order book extending delivery times to 2029 and a year-on-year industrial output value increase of over 20% in the first three quarters of this year [1][4] - The national shipbuilding industry maintains a leading position globally, with completion, new orders, and hand-held orders accounting for 53.8%, 67.3%, and 65.2% of the global total respectively from January to September [4] - Guangzhou aims to enhance its shipbuilding and marine engineering industry, targeting an output value exceeding 60 billion yuan by 2027 and doubling the scale to over 100 billion yuan by 2035 [4] Group 1: Industry Performance - The total hand-held orders in Guangzhou's shipbuilding sector reached 11.45 million deadweight tons, with new orders at 3.61 million deadweight tons and completed orders at 1.39 million deadweight tons [1] - The Nansha shipbuilding base in Guangzhou has an annual production capacity exceeding 5.5 million deadweight tons, with individual shipbuilding capabilities surpassing 300,000 tons [4] Group 2: Strategic Initiatives - Eight projects focusing on core components, new energy power, and specialized services were signed to strengthen local supply capabilities [1][5] - The "Guangzhou Nansha Shipbuilding and Marine Engineering Equipment Industry Map" was released, providing a comprehensive guide for enterprises covering industry mapping, spatial carriers, policy support, technological innovation, and talent supply [5] Group 3: Policy and Support - Nansha district offers significant policy and location advantages, including tax incentives and support policies under the "Nansha Plan," facilitating efficient customs and pilot services for large marine equipment [5] - The local shipbuilding enterprises account for 45.3% of new orders, 63.3% of completed orders, and 56.4% of hand-held orders in the Pearl River Delta region [5] Group 4: Technological Advancements - Innovations showcased include the fourth-generation electric propulsion system and the "Phoenix 600" ROV capable of deep-sea operations, highlighting the direction of technological upgrades in the industry [5][6] - The industry is encouraged to embrace new concepts and technologies to modernize the shipbuilding industrial system, as emphasized by industry leaders [6]