截至2025年12月29日收盘，*ST松发（603268）报收于87.2元，较前一交易日上涨1.05%，最新总市值为 846.52亿元。该股当日开盘85.71元，最高88.74元，最低85.25元，成交额达1.92亿元，换手率为1.78%。 《关于下属公司签订日常经营重大合同的公告》 最新公告列表 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 近日，*ST松发发布公告称，其下属公司恒力造船（大连）有限公司于2025年12月29日签署1艘15.8万载 重吨原油运输船建造合同，合同金额约0.8-1亿美元，预计2029年一季度交付。公告指出，该合同为日 常经营性合同，不构成关联交易，无需提交董事会或股东会审议。合同履行期较长，可能受市场、原材 料价格、汇率等因素影响，存在履约风险。合同履行将对公司未来业绩产生积极影响，提升中长期竞争 力和盈利能力。 ...

图为"琼州海峡1250客位客滚船项目"签约仪式现场 转自：新华财经 海南海峡航运股份有限公司近日与中国船舶集团有限公司下属子公司武昌船舶重工集团有限公司（以下简称"武昌造船"）在武汉正式签署"琼州海峡1250 客位客滚船项目"建造合同。 武昌造船党委副书记、总经理迟本斌认为，此次签约标志着双方合作迈上新台阶，不仅是基于业务互补的强强联合，更是发展理念的深度契合。双方将在 客滚运输、货滚运输等领域深化协作，共同探索提升运营效率、优化客户体验，构建更加绿色智能的跨海运输通道。 据了解，海峡股份与武昌造船拥有良好的合作历史，此前由武昌造船承建的"金紫荆""紫荆花""紫荆九号"等多艘客滚船已成为保障琼州海峡客滚运输通道 畅通的核心运力。此次再度深化合作，是海峡股份锚定海南自由贸易港发展需求，主动进行运力升级、强化运输保障能力的战略性投资。 该项目的顺利推进，预计将有效增强琼州海峡"黄金水道"的客货运输保障能力，以"绿色航运+优质服务"的叠加优势，助力塑造海南自由贸易港国际化、 可持续的交通形象，为区域经济社会高质量发展与海洋强国建设提供坚实支撑。（洪圆圆） 编辑：赵鼎 此次签约的1250客位客滚船共2艘，入级中国船级 ...

格隆汇12月15日丨亚光科技(300123.SZ)在投资者互动平台表示,公司在"十四五"期间进行了大规模产能 扩充，现阶段产线配置可充分保障科研生产任务，必要时可通过增加班次、优化排产等措施实现产能弹 性提升。目前暂无大规模产能扩充计划。 ...

股票研究 /[2025.12.15 Table_Date] [Table_Industry] 机械制造业 [Table_Invest] 评级： 增持 船舶月度跟踪：11 月 二手船价格延续上 行趋势，手持订单高位运行，绿色船舶技 术加快落地 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | | --- | --- | --- | --- | --- | | 肖群稀(分析师) | 0755-23976830 | xiaoqunxi@gtht.com | S0880522120001 | | | 丁嘉一(分析师) | 021-23187266 | dingjiayi@gtht.com | S0880525080009 | [Table_Report] 相关报告 | 本报告导读： 二手船价格持续上行，行业需求结构分化。头部船企集中签署大额新造船订单，旋 筒风帆等节能技术实现实船交付并获船级社认可，绿色船舶新造与改装进展加快。 投资要点： 机械制造业《首个破十亿大项目采购计划发布， 星能玄光完成 Pre-A 轮融资》2025.11.17 机械制造业《特斯拉 Optimus 将建美国产线 ...

未来会怎样？"初步估计未来5年会新增10万亿元左右的市场空间"，国家发改委有关负责人在新闻发布 会上对于传统产业寄予希望。实现目标，战略上要坚持稳中求进，把握好节奏和力度；战术上要注重实 效，一仗接着一仗打。 先列一组数据：今年前三季度，我国纺织品出口超千亿美元，同比增长2.1%。1至8月，纺织行业对近 七成国家和地区实现出口正增长。如今，从人造血管、特种缆绳到汽车阻燃内饰，纺织业加快向新能 源、航空航天、医疗健康等领域辐射延伸。跳出纺织做纺织，现代纺织业还有很大空间。不懈探索"从 无到有"新可能，不断攀登"人有我精"新高度，推动以纺织业为代表的重点产业提质升级，需要更多企 业打开视野，转变思维，开拓发展新空间。 制图：彭章霞 传统产业是当前我国产业体系的"基本盘"，其增加值在制造业中占比80%左右。在"十五五"规划建议 中，就如何"建设现代化产业体系，巩固壮大实体经济根基"，"优化提升传统产业"被摆在了首位。 首位任务，彰显分量之重，释放鲜明信号——推动更多传统产业"老树发新芽"。在现代化产业体系里， 传统产业与新兴产业、未来产业互为支撑、融合发展。优化提升传统产业，能够为新一代信息技术和智 能制造技术等提 ...

Core Viewpoint - The 2025 China International Maritime Exhibition, held in Shanghai, focuses on green and sustainable development in the maritime industry, highlighting the global first design of a 24,000 TEU nuclear-powered container ship by Jiangnan Shipyard [1][2] Group 1: Nuclear-Powered Container Ship Design - The nuclear-powered container ship design utilizes an all-electric solution, improving space and energy utilization compared to low-sulfur oil and other alternative energy solutions [2] - The ship design features a "battery" replacement scheme, allowing for battery changes every 15 to 20 years, mitigating concerns over green fuel price fluctuations and refueling issues [2] - This design represents China's first application of nuclear power in civil vessels, receiving preliminary recognition from the Norwegian classification society [2] Group 2: Advantages and Market Trends - The nuclear-powered container ship is expected to eliminate fuel costs, reduce greenhouse gas emissions, and enhance transport speed while maintaining safety and economic competitiveness [3] - According to Clarkson's latest statistics, alternative fuel vessels accounted for 55.5% of global new ship orders in the first half of the year, indicating a significant shift in the shipbuilding market [3] - A 15,000 TEU nuclear-powered container ship can operate 39% faster than traditional vessels, increasing annual cargo capacity by 38% [3] Group 3: Regulatory and Development Challenges - The International Atomic Energy Agency (IAEA) and the International Maritime Organization (IMO) are working on establishing rules and standards for marine nuclear power, with significant initiatives planned for 2025 [2][3] - Despite the potential of marine nuclear power, there are numerous technical challenges and regulatory hurdles that need to be addressed, including the lack of a supporting approval system and the need for improved legal frameworks [4]

证券日报网讯亚光科技（300123）11月26日在互动平台回答投资者提问时表示，截至2025年11月20日， 公司股东户数为90465户。 ...

Group 1 - Huaxia Happiness has received a notice from creditors and the court regarding its application for reorganization due to inability to repay debts and lack of repayment capacity, but it is deemed to have reorganization value [1] - Zhongyi Technology announced that its operations are normal and there have been no significant changes in its business environment [2] - Tianpu Co., Ltd. is facing a comprehensive takeover offer at a price of 23.98 yuan per share, with a total of 33.52 million shares being targeted, representing 25% of the company's issued shares [3] Group 2 - Kesi Technology's subsidiary has achieved preliminary results in the trial production of RF transceiver chips, which are designed for various communication applications [4] - Huayin Power plans to raise up to 1.5 billion yuan through a private placement to fund several wind power projects and supplement working capital [5] - Yongtai Technology's subsidiary is set to begin trial production of a lithium battery additive project, increasing its annual production capacity to 10,000 tons [6] Group 3 - Quanyuan Spring's subsidiary is involved in a lawsuit concerning a construction contract dispute, with the amount in question being 123 million yuan, accounting for 10.12% of its net assets [7] - Daimai Co., Ltd. plans to invest 100 million yuan to establish a wholly-owned subsidiary focused on robotics [8][9] - Energy Conservation Guozhen's major shareholder plans to increase its stake by at least 2% within six months [11] Group 4 - Guangge Technology's shareholders plan to reduce their holdings by up to 3.99% of the total shares [12] - Koli'er intends to repurchase shares worth between 10 million and 20 million yuan for employee stock ownership plans [13] - Kaichuang International's major shareholder has reduced its stake by 1.2170% through trading [14] Group 5 - ST Songfa's subsidiary has signed significant contracts for the construction of large oil tankers, with contract values ranging from 200 to 600 million USD [16] - Trina Solar's subsidiary has signed contracts for the sale of 2.66 GWh of energy storage products, which is expected to positively impact future performance [17] - China Railway Construction has recently won major projects worth 49.629 billion yuan, accounting for 4.65% of its revenue for the previous year [18]

Core Viewpoint - The company reported a year-on-year increase in both revenue and net profit for the third quarter of 2025, indicating strong financial performance and growth potential [1] Financial Performance - The company's operating revenue reached 552 million yuan, representing a year-on-year increase of 4.23% [1] - The net profit attributable to shareholders was 96.74 million yuan, showing a significant year-on-year increase of 77.72% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 57.68 million yuan, which is a year-on-year increase of 21.83% [1]

Core Viewpoint - The company reported a revenue increase of 5.28% year-on-year for the first three quarters of 2025, indicating steady growth in its operations [1] Financial Performance - The company's operating revenue for the first three quarters reached 1.544 billion yuan [1] - Net profit attributable to shareholders of the listed company was 211 million yuan, reflecting a year-on-year growth of 9.38% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 156 million yuan, with a year-on-year increase of 10.65% [1] - Basic earnings per share stood at 0.2202 yuan [1]