阮航表示，下一步，大连造船将依托在LNG运输船和FPSO领域的研制基础，积极向浮式液化天然气生 产储卸装置(FLNG)、浮式储存再气化装置(FSRU)等方向拓展产品线，不断巩固其在海洋油气装备领域 的领先优势。(完)【编辑:王琴】 9月24日，17.5万立方米液化天然气(LNG)运输船在大连命名交付。(无人机照片)中船集团大连造船供图 这艘17.5万立方米LNG运输船由大连造船自主研发设计，总长295米，集成了多项国际前沿技术，船舶 配备新型LNG双燃料低速主机及智能控制废气再循环系统(ICER)，燃油、燃气模式均满足国际海事组织 最高排放标准；船舶具有较强的适港性和船岸兼容性，一次满载运输的LNG，能满足大连市一个半月 的民生与工业用气需求，且可停靠全球绝大多数大型LNG岸站。 据中国船舶集团大连造船项目经理阮航介绍，LNG运输船是国际造船业公认的高技术、高难度、高附 加值产品，其核心的液货围护系统被称为"在零下163℃的极寒中'绣花'"，全球仅有少数几家船厂掌握核 心建造能力。大连造船首次涉足该领域，便实现了"首船即达标、交付即领先"的突破。 目前，大连造船手持LNG运输船订单已达17艘，实现开工13艘、 ...

9月24日9时许，极地探险邮轮"道格拉斯·莫森"（Douglas Mawson）轮从江苏南通海门招商重工码头顺 利开航，南通出入境边防检查站靠前服务，保障邮轮如期交付、安全离港。 （文章来源：央视新闻） 该邮轮船长104.4米、型宽18.4米，是招商工业海门基地承建的系列探险邮轮项目中第七艘极地探险邮 轮，采用最先进的电力推进和控制系统，集安全、绿色、经济等特点于一身，其先进性、独特性在全球 范围内均处于领先地位，是专门为南北极极地旅游航线打造，交付后将驶往新加坡进行准备工作，随后 开启极地之旅。 ...

Summary of Yaxing Anchor Chain Conference Call Industry and Company Overview - Yaxing Anchor Chain operates in the deep-sea technology sector, focusing on core components for the shipping and offshore oil and gas industries, benefiting from an upturn in these sectors and the growth potential from floating wind power and mining chains, with expectations of doubling performance over three years [2][5][6] Key Points and Arguments - **Market Position**: Yaxing holds over 50% global market share in ship anchor chains, with even higher domestic market share, and is expanding into cast steel products, potentially doubling the value per ship to a market space of 4 billion RMB [2][10] - **Offshore Oil Service Growth**: The company’s mooring chain business is benefiting from increased utilization of drilling platforms and a new investment cycle in oil fields, with new orders in the first half of the year reaching 39,500 tons, exceeding last year's total [2][7] - **Floating Wind Power Potential**: Floating wind power is projected to enter commercialization by 2030 and mature by 2034, with a market size of approximately 14-15 billion RMB, significantly expanding Yaxing's growth potential as a mooring chain supplier [2][8][11] - **Mining Chain Market**: The mining chain market is estimated at around 2 billion RMB, currently dominated by foreign companies. Yaxing has secured multiple orders, indicating a shift towards domestic alternatives and future revenue growth [2][8][12] Additional Important Insights - **Underestimated Market Position**: The market has undervalued Yaxing's high market share in ship anchor chains and the performance elasticity from product diversification, alongside the growth potential from floating wind power and mining chains [2][9] - **Future Growth Projections**: Revenue growth is expected to be between 15% and 20%, with profit growth between 20% and 26%. The current valuation corresponds to a PE ratio of 23 for 2026 and 19 for 2027, indicating strong investment value [3][13] - **Government Support**: The company is positioned to benefit from government initiatives aimed at promoting high-quality development in the marine economy, as highlighted in recent government reports [4][6][11] Conclusion Yaxing Anchor Chain is well-positioned for significant growth in the deep-sea technology sector, with strong market shares, expanding product lines, and favorable government policies supporting its business model and future performance potential [2][5][9][13]

Core Viewpoint - The delivery of a 175,000 cubic meter liquefied natural gas (LNG) carrier by China Shipbuilding Group to China Merchants Energy marks a significant advancement in China's high-value shipbuilding sector [1] Group 1: Company Achievements - The LNG carrier, designed and built independently by China Shipbuilding Group, showcases China's capabilities in high-value ship construction [1] - The vessel has a total length of 295 meters and can meet the natural gas demand of Dalian city for one and a half months when fully loaded [1] Group 2: Industry Impact - The LNG carrier is capable of docking at most large LNG terminals worldwide, indicating its potential for global LNG transportation [1] - This development enhances China's position in the global shipbuilding industry, particularly in the LNG sector [1]

Core Viewpoint - The new integrated ship launching system developed in China has successfully completed testing, significantly improving the efficiency of ship launching operations [1] Group 1: System Overview - The new integrated ship launching system combines four major modules, including special lifting equipment and ship launching systems, creating a "construction-transport-launch" integrated operation chain [1] - The system allows ships to be launched smoothly, overcoming terrain limitations, and can safely transport heavy ships weighing up to 7,000 tons on land [1] Group 2: Efficiency and Time Savings - The entire launching process takes approximately 5 to 6 hours, which is a significant improvement compared to traditional methods that may take around one day [1] - The efficiency of the new system is estimated to be at least 30% higher than conventional launching systems [1] Group 3: Strategic Importance - The launching system is set to be officially delivered in October, representing a key achievement in promoting green development and intelligent upgrades in inland river shipping [1] - This innovation aligns with the strategic goals for high-quality development along the Yangtze River Economic Belt [1]

Core Insights - The article highlights the significance of China's electromagnetic catapult technology, emphasizing its potential to redefine the combat capabilities of aircraft carriers globally [1] Group 1: Technological Advancements - China's electromagnetic catapult technology is noted for its advanced capabilities, which are expected to enhance the operational efficiency of aircraft carriers [1] - The successful deployment of the Fujian aircraft carrier with fifth-generation fighter jets demonstrates the effectiveness of this technology [1] Group 2: Global Impact - The article suggests that the future standards for aircraft carrier combat power will be defined by China's advancements in this area, indicating a shift in global military dynamics [1] - The mention of "global firsts" associated with this technology underscores China's leading position in military innovation [1]

Core Points - The first solar-powered luxury cruise ship on the Yangtze River, "Mei Wei Kai Xuan," will set sail on September 28 in Chongqing [1][3] - The cruise ship was constructed with an investment of approximately 200 million yuan, measuring 149.99 meters in length and 21.8 meters in width, featuring seven passenger decks [1] - The ship utilizes segmented pre-assembly technology and high-precision positioning technology, achieving millimeter-level positioning accuracy, enhancing construction efficiency and structural integrity [1][3] Technology and Innovation - The cruise ship employs hybrid oil-electric power technology and is equipped with a 300KW solar photovoltaic system, converting sunlight directly into electricity, marking the entry of Yangtze River cruises into the "photovoltaic+" era [3] - It features innovations such as DC networking, energy storage batteries, and top-level photovoltaic generation technology, reducing reliance on shore power and ensuring low-noise navigation for a comfortable experience [3] Cultural Integration - The ship's interior design reflects a deep integration of culture and tourism, creating a mobile "courtyard on the river" with elements like blue bricks, white walls, bamboo shadows, and stone carvings [3] - The "courtyard on the river" located on the fifth floor combines the softness of Sichuan West courtyards with the ruggedness of the Three Gorges, establishing a tranquil and elegant space [3] Impact on Tourism - The cruise will operate along the Yangtze River route between Chongqing and Shanghai, significantly contributing to the high-quality development of Yangtze River cruise tourism [3]

据介绍，DH造船此次承接的6艘新船满足国际海事组织（IMO）Tier III排放规定和船舶能效设计指数 （EEDI）第三阶段要求，其中2艘还将搭载脱硫装置（Scrubbers），并预留了LNG推进功能接口，船东 可在将来根据需要将其转换为LNG燃料动力船。 通过承接这6艘新船订单，DH造船目前已锁定了近3年的稳定订单储备，手持订单金额约26亿美元、185 亿元人民币。今年上半年，DH造船在战略性接单层面保持了保守的经营方针，但下半年开始则顺应市 场变化，展开了更为积极的接单活动。 DH造船相关负责人表示："老客户在今年新船交付后再次下单，以及新客户首次下单就签订大规模合 同，这两者同时发生，意义重大。公司将以经过验证的技术实力和稳定的交付能力为基础，进一步提升 全球船东的信赖度。" 9月22日，韩国中型船企DH造船（原大韩造船）宣布获得6艘苏伊士型原油船建造合同，这是DH造船自 今年8月1日在韩国证券交易所（KOSPI）挂牌上市以来承接的首份新船订单，展现了其在全球中型油船 市场的竞争力。 这6艘新船分别来自两家不同客户，其中与DH造船长期合作的"老客户"基于DH造船此前交付船舶的品 质以及稳定的交付能力，此 ...

Group 1 - The company's board of directors held its 16th meeting of the 10th session on September 22, 2025, in Shanghai, with 8 out of 9 directors present [2][3] - The meeting was legally convened and followed the necessary procedures as per the Company Law and the company's articles of association [2][3] Group 2 - The board approved the election of Mr. Li Junhua as the chairman of the board, with a term lasting until the end of the current board session [3][4] - The board also approved the appointment of Mr. Li Junhua as the chairman of the strategic committee [5][6] Group 3 - The third extraordinary general meeting of shareholders was also held on September 22, 2025, at the same location [8][10] - The meeting was conducted with a combination of on-site and online voting, complying with legal and regulatory requirements [10]

Core Insights - The self-propelled grab dredger is essential for port channel dredging, river management, and water area remediation, characterized by its ability to adapt to hard substrates and high precision in construction [1] - The global market for self-propelled grab dredgers is projected to reach $2929.52 million by 2030, with a compound annual growth rate (CAGR) of 5.63% in the coming years [2] Market Drivers - **Global Infrastructure Demand**: The growth in global trade and coastal city expansion is driving the need for port expansion, channel dredging, and land reclamation projects, such as the dredging at the Port of Los Angeles and reclamation projects in the Guangdong-Hong Kong-Macao Greater Bay Area [5] - **Environmental Policies**: Stricter emission regulations from the International Maritime Organization (IMO) are pushing for industry upgrades, with self-propelled grab dredgers adopting technologies to reduce sludge leakage and energy consumption [5] - **Offshore Wind and Resource Development**: The surge in offshore wind projects necessitates seabed cable laying and foundation construction, where self-propelled grab dredgers play a crucial role [6] Market Challenges - **High Costs and Technical Barriers**: The design and manufacturing costs of self-propelled grab dredgers are high, with traditional power systems leading to elevated energy and maintenance costs [7] - **Policy and Trade Barriers**: Some countries impose trade protection policies that restrict foreign equipment imports, impacting operational efficiency [7] - **Market Demand Fluctuations**: Economic volatility can delay infrastructure projects, while concentrated demand in emerging sectors like offshore wind can lead to equipment shortages and increased rental costs [7] Industry Opportunities - **Technological Upgrades**: The adoption of intelligent dredging systems significantly enhances efficiency and safety, with examples of improved dredging efficiency and reduced fuel consumption [8] - **Green Vessel Technologies**: The use of LNG dual-fuel dredgers can significantly reduce emissions, aligning with IMO standards and supported by incentives for green vessel usage [8] - **Emerging Markets and Resource Development**: Infrastructure demands in Southeast Asia and Africa present growth opportunities for self-propelled grab dredgers, alongside new scenarios in seabed mineral resource development and ecological restoration projects [8]