邮政编码：511464； 总机号码：86-20-36660701； 传真号码：86-20-36666925； 格隆汇9月26日丨中船防务(00317.HK)宣布，公司自2025年9月26日起迁至新址办公，办公地址及投资者 联系电话等发生变更，具体变更情况如下： 办公地址：中华人民共和国广东省广州市南沙区鸡抱沙北路10号； 投资者联系电话：86-20-36666912。 除上述变更内容外，公司注册地址、电子邮箱、公司网址等联系方式均保持不变。以上变更信息自2025 年9月26日起正式启用。 ...

Joint Ventures and Investments - Baiyun Airport announced a joint investment with China Duty Free Group to establish a duty-free company with a registered capital of 45 million yuan, where China Duty Free Group holds a 51% stake [3] - Dongxing Medical plans to acquire 90% of Wuhan Yijiaobao Biological Materials Co., a high-tech enterprise focused on orthopedic and biomedical materials [4] - Fosun Pharma's subsidiary is planning to transfer 100% of Shanghai Cloning's equity to enhance asset operation efficiency, with a transaction value of up to 1.256 billion yuan [5] Corporate Actions - New Sai Co. announced the resignation of its director and general manager, Chen Jianjiang, due to work adjustments [7] - Hailiang Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange, with discussions ongoing with intermediaries [8] - Zhejiang University Network New plans to sell 48.6 million shares of Wanliyang, expecting a transaction amount of 475 million yuan [9] Contracts and Orders - Haitai Development's subsidiary signed a property sale contract worth 440 million yuan, expected to increase the company's profit by approximately 62.86 million yuan in 2025 [12] - Dongjie Intelligent's overseas subsidiary received a procurement order worth approximately 180 million yuan, accounting for 22.3% of the company's audited revenue for 2024 [13] - Zhiguang Electric's subsidiary signed a procurement contract worth 164 million yuan for high-voltage energy storage systems [14] - ST Songfa's subsidiary signed contracts for the construction of four oil tankers, with a total contract value between 400 million to 600 million USD [15] - Huaguang Huaneng signed a sales contract for waste heat boilers worth 160 million yuan for a power plant project in Cambodia [16] Regulatory and Compliance - Jingliang Holdings received an administrative regulatory decision from Hainan Securities Regulatory Bureau for violations related to trade activities, involving an income amount of 299 million yuan [18] Shareholder Actions - Zaiseng Technology's controlling shareholder plans to reduce its stake by up to 3%, amounting to approximately 30.9 million shares [20] - Compton plans to reduce its repurchased shares by up to 1%, totaling approximately 2.5644 million shares [21] Financing Activities - Qibin Group obtained a special financing support of up to 90 million yuan for share repurchase from Industrial and Commercial Bank of China [23] - Xianhe Co. plans to raise up to 3 billion yuan through a private placement for a high-performance paper-based new materials project [25]

Group 1: ABS Market Overview - In August 2025, the Asset-Backed Securities (ABS) market saw 99 new registrations with a total scale of 875.92 billion yuan [1] - The top three ABS underlying assets by registration scale were accounts receivable (250.89 billion yuan), micro-loan debts (213.01 billion yuan), and financing lease debts (189.73 billion yuan) [1] - As of the end of August 2025, there were 2,573 ABS in existence with a total scale of 21,891.65 billion yuan [1] Group 2: Securities Monitoring and Regulatory Actions - The Shenzhen Stock Exchange monitored "*ST Yushun" closely from September 22 to September 26, addressing 176 abnormal trading behaviors [2] - The exchange reported two major company events for verification and submitted two suspected illegal cases to the China Securities Regulatory Commission [2] Group 3: Silicon Material Production and Market Trends - In October, the production of polysilicon exceeded expectations, with two companies reporting a decrease while four reported an increase [3] - Inventory pressure in the polysilicon market is becoming evident, with expectations of continued accumulation unless downstream demand remains high [3] Group 4: Corporate Leadership Changes - Merck Group announced a leadership transition, with Kai Beckman set to take over as CEO from Belén Garijo on May 1, 2026 [3] - Xiamen International Bank approved the appointment of Wang Fenghui as Chief Information Officer [6] Group 5: Financial and Regulatory Developments - Baoli Tianheng's subsidiary was questioned by Yunnan's medical insurance bureau regarding the high price of a medication, which raised concerns about pricing practices [3] - Jingliang Holdings received an administrative regulatory decision from Hainan's Securities Regulatory Bureau for revenue recognition issues involving 2.99 billion yuan [8] Group 6: Corporate Transactions and Listings - Moller Thread's IPO application was approved by the Shanghai Stock Exchange, aiming to raise 8 billion yuan for various AI and chip development projects [7] - Wanxing Technology submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [9]

Core Viewpoint - The company has intensified its efforts in expanding the shipbuilding market and has secured orders from various countries including Germany, Singapore, and Latin America [1] Group 1: Company Developments - The company announced on September 26 that it has received multiple shipbuilding orders, specifically for chemical tankers and platform supply vessels [1] - The company is actively negotiating several hot project orders related to offshore engineering vessels and special transport vessels [1]

Core Viewpoint - *ST Songfa has signed a contract for the construction of four 306,000-ton Very Large Crude Carriers (VLCC) with a well-known European shipowner, with a contract value estimated between 400 million to 600 million USD, which is expected to positively impact the company's future performance [1] Group 1 - The contract involves the construction of four VLCCs [1] - The estimated contract value ranges from 400 million to 600 million USD [1] - Delivery of the vessels is expected between the second half of 2026 and the first half of 2027 [1]

公司本次签约的超大型原油运输船(VLCC)为国际主流大型原油运输船型，具备装载量大、续航能力 强、运营效率高等特点。该船型在设计上兼顾了航线适应性与装载灵活性，可高效适配全球主要原油港 口的装卸设备，能满足跨洋长距离原油干线运输及大型油田至炼厂的规模化运输需求，是顺应国际最新 油轮设计理念、满足当前国际航运市场对规模化、低碳化运输需求的原油运输船，充分体现了公司在高 端船舶设计领域的自主创新能力和技术实力。上述合同的正常履行，预计将对公司未来的业绩产生积极 影响，有利于提高公司中长期市场竞争力和盈利能力，进一步巩固公司在超大型原油运输船市场的竞争 优势。 智通财经APP讯，*ST松发(603268.SH)发布公告，公司下属公司恒力造船(大连)有限公司(简称"恒力造 船")4艘船舶建造合同于近日签约生效。合同标的：4艘30.6万吨超大型原油运输船(VLCC)，合同金额合 计约4-6亿美元，将于2026年下半年至2027年上半年相继交付。 ...

Core Viewpoint - *ST Songfa has signed contracts for the construction of four Very Large Crude Carriers (VLCCs) with a total contract value of approximately $400-600 million, expected to be delivered between the second half of 2026 and the first half of 2027 [1] Group 1: Contract Details - The contracts involve the construction of four VLCCs, each with a capacity of 306,000 tons [1] - The total contract amount is estimated to be between $400 million and $600 million [1] - Delivery of the vessels is scheduled from the second half of 2026 to the first half of 2027 [1] Group 2: Vessel Specifications and Market Position - The VLCCs are designed to meet international standards, featuring large loading capacity, strong endurance, and high operational efficiency [1] - The design accommodates adaptability to various shipping routes and loading flexibility, making it suitable for major global crude oil ports [1] - The vessels are intended for long-distance crude oil transportation and large-scale transport from oil fields to refineries, aligning with current market demands for large-scale and low-carbon shipping solutions [1] Group 3: Impact on Company Performance - The successful execution of these contracts is expected to positively impact the company's future performance [1] - The contracts are likely to enhance the company's medium to long-term market competitiveness and profitability [1] - This move further solidifies the company's competitive advantage in the VLCC market [1]

Core Viewpoint - *ST Songfa has signed a contract for the construction of four 30.6 million-ton Very Large Crude Carriers (VLCC) with a well-known European shipowner, which is expected to positively impact the company's future performance [1] Group 1 - The contract amount for the construction of the VLCCs is approximately between 400 million to 600 million USD [1] - The delivery of these vessels is anticipated to occur between the second half of 2026 and the first half of 2027 [1] - The signing of this contract is expected to have a positive effect on the company's future financial results [1]

格隆汇9月26日丨*ST松发(603268.SH)公布，公司下属公司恒力造船(大连)有限公司(简称"恒力造船")4 艘船舶建造合同于近日签约生效，本次标的合同金额合计约4-6亿美元。 公司本次签约的超大型原油运输船(VLCC)为国际主流大型原油运输船型，具备装载量大、续航能力 强、运营效率高等特点。该船型在设计上兼顾了航线适应性与装载灵活性，可高效适配全球主要原油港 口的装卸设备，能满足跨洋长距离原油干线运输及大型油田至炼厂的规模化运输需求，是顺应国际最新 油轮设计理念、满足当前国际航运市场对规模化、低碳化运输需求的原油运输船，充分体现了公司在高 端船舶设计领域的自主创新能力和技术实力。 ...

据悉，该型船由长宏国际和中集海工院（CIMC ORIC）联合研发设计，共计10艘，总长299.95米，船宽 45.6米，型深25.0米，结构吃水17.5米，设计航速20节，入级英国劳氏船级社。该型船采用双岛式布 置，型线型优化设计匹配船东多目标营运计划，性能表现优异，具备航速快、油耗低等核心技术特征； 配备了同级最大的C型LNG燃料储罐，LNG模式和燃油模式的续航里程均可满足经典中欧或中美航线的 单次往返需求，保证了船东营运计划的灵活性；具备清洁环保、低碳排等特性，EEDI能效设计指数比 国际海事组织（IMO）严苛的第三阶段排放基准线还要再降低约50%，远领先于市场同类船型。 （原标题：长宏国际第7艘10300箱LNG双燃料集装箱船开工） 日前，长宏国际为地中海航运（MSC）建造的第7艘10300TEU双燃料LNG动力集装箱船（CHB2043） 在智能车间顺利点火开工。 ...