央视网消息：工业和信息化部2月1日发布我国造船业最新数据。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。 在上海中船集团外高桥造船的2号船坞内，国产第二艘大型邮轮"爱达·花城号"工程总进度超91%。与首艘国产大型邮轮相比，建造周期缩短了近8个月。 最新数据显示，2025年我国造船完工量5369万载重吨，同比增长11.4%，占全球市场总量的56.1%；新接订单量10782万载重吨，占全球市场总量的 69%。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。中国船舶工业行业协会副会长李彦 庆表示，2025年中国船舶工业取得了亮眼的成绩，三大指标全面超预期。未来市场还是相对温和发展的预期。所以，中国船舶工业很重要的是继续抓住市场 机遇，快接单、保交付。 不仅三大造船指标继续全球领跑，2025年，我国骨干船企国际竞争力不断增强，分别有6家企业位居世界造船完工量、新接订单量和手持订单量前10 强；18种主要船型中有16种船型新接订单量位居世界第一；多型世界级绿色智能船舶交付，高端转型取得重要突破，行业高质量发展取得了明显成绩。李彦 ...

特朗普凌晨在推特上扔出一条消息，韩国人睡醒就懵了。 他直接把之前谈好的15%关税撕了，翻脸涨到25%。 这不是普通调整，这是对韩国经济命脉的精准打击。 汽车产业首当其冲，占韩国对美出口一半，撑起全国近三成出口额。 这产业一抖，整个国家都得晃。 李在明还在睡觉，华盛顿那边已经用手机改写了韩国的命运。 没有外交照会，没有红头文件，就一个社交平台图标，蓝底白鸟，字不多，但冷得刺骨。 韩国官员早上睁眼第一件事不是刷牙，是看手机，然后被夺命连环call炸醒。 那种感觉，比吞了苍蝇还难受，荒谬又窒息。 想走正式抗议？来不及，也无效。 人家根本不按规则出牌，半夜发个推文就算政策落地。 你去讲道理，就像对着强盗背《合同法》。 几个月前，韩国人还以为事情翻篇了。 他们握了手，赔了笑，把15%当成定心丸咽下去。 结果现在，现实直接露出獠牙，一口咬断动脉。 为了讨好美国，韩国掏空了家底。 造船业砸1500亿，半导体、能源再加2000亿，总共3500亿美元投资承诺。 这还不算完，另加1000亿真金白银买美国能源。 韩国全国外汇储备才4000多亿，等于押上大半国库换一张"平安符"。 姿态低到什么程度？连礼物都送得像古代进贡，据说是个" ...

Core Viewpoint - The company *ST Songfa (603268) has signed significant contracts for shipbuilding, which are expected to positively impact its future performance and enhance market competitiveness and profitability [1]. Group 1: Trading Information - As of January 29, 2026, *ST Songfa closed at 81.96 yuan, down 0.05%, with a turnover rate of 1.96% and a trading volume of 24,300 shares, amounting to a total transaction value of 200 million yuan [1]. - On January 29, the main funds experienced a net outflow of 15.11 million yuan, accounting for 7.57% of the total transaction value [1]. - Retail investors saw a net inflow of 628,600 yuan, representing 0.32% of the total transaction value [1]. Group 2: Company Announcements - The subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd., signed a contract for the construction of 4+2 units of 6000 TEU container ships, with a contract value of approximately 3.4 to 4 billion yuan (including tax), with deliveries scheduled for 2028 [1][3]. - Another contract was signed for the construction of 2 units of 30.6 million tons VLCC super-large crude oil tankers, with a total contract value of approximately 200 to 300 million USD, expected to be delivered in the second half of 2028 [1][3].

Group 1: Report Overview - Report Type: Coke and Coking Coal Daily Review [1] - Date: January 29, 2026 [2] - Research Team: Black Metal Research Team, including researchers Zhai Hepan, Nie Jiayi, and Feng Zeren [3] Group 2: Market Performance - On January 28, the main contracts 2605 of coke and coking coal futures rebounded after a decline, recovering part of the previous day's losses. The closing price of J2605 was 1684 yuan/ton with a decline of 0.12%, and the trading volume was 13,284 lots. The closing price of JM2605 was 1134.5 yuan/ton with an increase of 0.44%, and the trading volume was 714,203 lots [5]. - The KDJ indicators of the daily line of coke 2605 contract continued to decline, but the J - value was significantly dull. The KDJ indicators of the daily line of coking coal 2605 contract showed a differentiated trend, with the J - value and K - value turning up and the D - value continuing to decline. The green columns of the MACD of the daily line of coke and coking coal 2605 contracts enlarged for the second consecutive trading day [8]. Group 3: Spot Market - On January 28, the flat - price index of quasi - first - class metallurgical coke at Rizhao Port, Qingdao Port, and Tianjin Port was 1470 yuan/ton, with no change. The summary price of low - sulfur main coking coal in Tangshan was 1455 yuan/ton, in Lvliang was 1483 yuan/ton, in Linfen was 1640 yuan/ton, in Handan was 1420 yuan/ton, in Heze was 1430 yuan/ton, and in Pingdingshan was 1660 yuan/ton, all with no change [8]. Group 4: Market Outlook - News: The regulatory policy tightening led to the decline of metal prices with poor fundamentals. The international energy prices rose due to the tense situation in the Middle East, and the coal - coke prices rebounded after reaching a low [10]. - Fundamentals: Independent coking enterprises have been in continuous losses for 5 weeks, and the loss amplitude has been expanding for 3 weeks. The coke production has decreased slightly for 2 consecutive weeks after increasing in the first 2 weeks of the year. The port coke inventory has increased for 5 consecutive weeks, and the steel mill coke inventory has increased for 5 consecutive weeks and reached a new high since early October last year, while the coking enterprise coke inventory has increased after decreasing for 4 consecutive weeks. The Mongolian coal customs clearance volume has rebounded since January 12, and the customs clearance volume at the Ganqimaodu Port has basically remained above 190,000 tons recently. The coking coal inventory of 230 independent coking plants has increased significantly for 5 consecutive weeks and reached a new high since the end of January last year, while the coking coal inventory of steel enterprises and ports has been relatively stable [10]. - Forecast: The news has a dual impact on the coal - coke futures prices, but the fundamentals change little, resulting in the relative stability of coal - coke futures. It is expected that the market may first decline and then rise. It is advisable to try the strategy of buying for hedging or investment at low prices after the callback stabilizes [11]. Group 5: Industry News - As of the end of 2025, the total assets of central enterprises exceeded 95 trillion yuan, with a total profit of 2.5 trillion yuan, fixed - asset investment of 5.1 trillion yuan, and tax payment of 2.5 trillion yuan in 2025. The investment in strategic emerging industries was 2.5 trillion yuan, accounting for 41.8% of the total investment [12]. - During the "14th Five - Year Plan" period, 940 million tons of crude steel production capacity, 470 million tons of cement clinker production capacity, 360 million tons of coking production capacity, and 170 million kilowatts of coal - fired power units have completed ultra - low emission transformation [12]. - The number and production capacity of open - pit coal mines in China will continue to increase, and their position in the energy supply system will become more important [12]. - By January 25, Wuhai Energy Company completed 1.2284 million tons of raw coal production and 1.0239 million tons of commercial coal sales, achieving a good start [13]. - Haohua Energy expects its net profit in 2025 to be between 419 million yuan and 569 million yuan, a year - on - year decrease of 45.08% - 59.55% [13]. - Baofeng Energy expects its net profit in 2025 to be between 11 billion yuan and 12 billion yuan, a year - on - year increase of 73.57% - 89.34% [13]. - In 2025, the raw coal production of large - scale industrial enterprises in Ningxia was 10.28106 million tons, a year - on - year decrease of 1.1% [13]. - In 2025, Shaanxi added 30.95 million tons/year of coal production capacity, and 10.04 million kilowatts of renewable energy installed capacity [13]. - The iron ore "water - rail intermodal transport" business of Hubei Energy Jingzhou Coal Port was officially launched [13]. - Shanxi is promoting economic development and "major project construction year" work [13]. - Hudong - Zhonghua Shipbuilding signed a contract to build 4 + 2 LNG carriers [14]. - Huaibei Mining expects its net profit in 2025 to be about 1.495 billion yuan, a year - on - year decrease of about 69.21% [14]. - China National Energy Group opened a new coal supply channel to the central - China region [14]. - Northeast Power Grid's power consumption load reached a record high in late December 2025 [14]. - The daily power generation of Datang Huayin Electric Power's thermal power units reached a record high [14]. - Shanxi Coking expects to be profitable in 2025, but its net profit will decline by more than 50% year - on - year [14]. - In 2025, China's effective supply of coking coal was close to 480 million tons, a year - on - year increase of 1.4%. The net import volume of coking coal decreased for the first time since 2021, a year - on - year decrease of 3.4% [14]. - In 2025, the freight volume of the Ganqimaodu Port reached 42.433 million tons, a year - on - year increase of 3.7%, a record high [14]. - The anti - dumping measures for stainless steel welded pipes originating from China in the Eurasian Economic Union will be extended to November 12, 2026 [14]. - Mongolia plans to produce 90 million tons of coal, 1.9 million tons of copper, and 9.4 million tons of iron ore in 2026 [14]. - India and the EU reached a free - trade agreement on January 27 [14]. - India's coal production target for the 2026 - 27 fiscal year is 1.31 billion tons [15]. - A barge collision accident in Indonesia may affect coal barge transportation [15]. - In 2025, Brazil's Vale's iron ore production reached 336 million tons, a new high since 2018 [15]. - The EU plans to ban the import of Russian natural gas and oil [15]. - In 2025, South Africa's Richards Bay Coal Terminal's coal export volume increased by 11% year - on - year to 57.66 million tons, a four - year high [15]. - India Oil Corporation plans to purchase at least 24 million barrels of Brazilian crude oil in the next two years [15].

1月20日，哈尔滨工程大学校长殷敬伟一行赴中核海洋核动力发展有限公司调研，双方围绕校企协同发展、科研项目联合攻关等议题进行座谈交流。中核 海洋核动力发展有限公司首席顾问胡安康，党委委员、副总经理陈畏葓，校党委常委、副校长韩端锋出席座谈。核学院院长谭思超参加座谈。由上海市人 民政府主办的国家级、国际性、综合型展会2026年第12届中国（上海）国际技术进出口交易会（简称"上交会"，英文缩写"CSITF"）将于6月11-13日举 办。期间，在上交会支持下，"2026年民用核动力在船舶海工应用上海论坛暨2026核工业产业配套发展中国上海论坛和第20届2026年绿色智能船舶技术上 海会议也将于6月11-12日同期举办，中外船东、业主、船厂、供应商、投资机构、配套厂、设计公司、制造厂、服务公司、政府主管等单位将纷纷出席交 流，感兴趣单位尽快报名联系 china@ishipoffshore.com 或 chinabobli@126.com 2026年开局，特大中国造船厂地图以700多家精锐船厂排列印刷发布，造船订单高峰带来的商机一览无余 殷敬伟简要介绍了学校"三海一核"特色办学成果。他指出，学校核学科与国家核能战略同频共振 ...

（来源：千龙网） 1月23日，大连高新技术产业园区海创科技交流中心内座无虚席。中国科学院能源化工技术与企业需求 对接会暨英歌石科学城科技成果对接会在此举办，一场精准对接前沿技术与产业需求、架起实验室到生 产线桥梁的"双向奔赴"正式上演。16家中国科学院能源化工领域院所专家携核心技术而来，来自130余 家重点企业、金融机构的二百余名代表怀揣需求赴约，以期让创新成果化作实实在在的发展硕果与经济 收益。 此次高效对接，正是大连推动产学研用深度融合，科技成果转化效能不断释放的鲜活缩影。近日，大 连"官宣"2025年地区生产总值突破万亿元大关，成为东北首个跻身"万亿俱乐部"的城市。这份沉甸甸的 成绩单，不仅是大连自身发展的量级跨越，更为正处于转型攻坚期的东北老工业基地注入了强劲信心， 是东北振兴进程中具有标志性意义的里程碑。 面对传统产业占比超80%的现实，如何以科技赋能打破"路径依赖"，实现从"规模扩张"到"质效提升"的 跨越，成为大连破局的关键。 在长兴岛渤海湾畔，恒力重工创下的"恒力速度"令人惊叹——一期"海洋工厂"150天建成投用，沉睡十 余年的存量资产涅槃重生；二期"未来工厂"五个月建成投用，助推恒力重工成为 ...

*ST松发(603268.SH)公告称，公司下属公司恒力造船（大连）有限公司与上海中谷物流股份有限公司签 订4+2艘6000TEU集装箱船建造合同，合同金额合计约34-40亿元人民币（含税）。该交易不构成关联交 易，无需经公司董事会、股东会审议。 ...

印度 石油 天然气公司股价上涨5.3%；该公司与三星重工签署了乙烷运输船合资协议。 ...

Core Viewpoint - The South Korean shipbuilding industry, led by major companies HD Hyundai Heavy Industries, Samsung Heavy Industries, and Hanwha Ocean, is expected to enter a "super profit cycle" by 2026, with significant increases in operating profits forecasted for 2023 and beyond [2][3][5]. Group 1: Financial Performance Predictions - The three major shipbuilders are projected to achieve a combined operating profit of 66,091 billion KRW (approximately 4.5 billion USD) in 2023, a 45% increase from the 45,613 billion KRW forecast for 2025 [2]. - HD Hyundai Heavy Industries is expected to reach an operating profit of 30 trillion KRW (approximately 20.4 billion USD) in 2023, marking a return to the "3 trillion KRW club" for the first time since 2010 [2]. - Samsung Heavy Industries is forecasted to achieve an operating profit of 14,424 billion KRW (approximately 9.8 billion USD) in 2023, reflecting a 66% year-on-year increase [5][6]. Group 2: Market Confidence and Order Targets - HD Hyundai Heavy Industries has set an ambitious order target of 17.745 billion USD for 2023, a substantial 82% increase from the previous year's target, indicating strong confidence in the "super cycle" [5]. - Samsung Heavy Industries and Hanwha Ocean are also expected to see significant profit increases, with Hanwha Ocean projected to achieve an operating profit of 17,776 billion KRW (approximately 12 billion USD), a 35% increase year-on-year [8][9]. - The three companies are focusing on selectively accepting high-value ship orders, which is expected to reflect positively in their financial performance starting this year [9][10]. Group 3: Future Market Trends - The demand for LNG carriers is anticipated to be a core area for South Korean shipbuilders in 2026, driven by increasing LNG project activations in the U.S. and rising global demand [12]. - Predictions indicate that global LNG ship orders could reach 115 vessels in 2026, marking a significant recovery in the market [12]. - The South Korean shipbuilding industry is well-positioned to benefit from the expected increase in LNG ship orders, as it is one of the few countries capable of constructing high-value LNG vessels [12].

Core Viewpoint - The article discusses the recent decision by U.S. President Trump to increase tariffs on South Korean goods due to the South Korean National Assembly's failure to ratify a previously agreed trade deal, which could significantly impact bilateral trade relations and the South Korean economy [3][4]. Group 1: Tariff Increase and Trade Agreement - Trump announced that tariffs on South Korean products, including automobiles, wood, and pharmaceuticals, will rise from 15% to 25% due to the lack of legislative approval of a trade agreement made in July 2025 [3][4]. - The South Korean government has not received formal notification from the U.S. regarding the tariff increase and is currently assessing the situation [4][5]. - The trade agreement initially included a commitment from South Korea to invest $350 billion in the U.S. and purchase $100 billion worth of energy products, which was expected to lower tariffs from 25% to 15% [7]. Group 2: Economic Implications - The Bank of Korea has expressed concerns that U.S. tariffs could negatively affect the South Korean economy by reducing competitiveness and leading to a decline in exports to the U.S. [10]. - The South Korean government is preparing to address the potential economic fallout, with the Minister of Trade planning to visit the U.S. for discussions [6][7]. - The uncertainty surrounding tariffs, particularly in the semiconductor sector, poses risks to the global semiconductor industry and could lead to increased production costs for South Korean companies [8][10]. Group 3: Investment Commitments and Currency Fluctuations - South Korea remains committed to fulfilling its initial investment pledge of $200 billion, although project selection delays may hinder timely execution [11]. - The recent volatility of the South Korean won against the U.S. dollar has added complexity to investment planning, with companies needing to reassess costs and risks associated with currency fluctuations [11].