特朗普最新。 据央视新闻消息，当地时间8月25日，美国总统特朗普与韩国总统李在明在白宫进行会晤。会晤期间，特 朗普表示希望今年与朝鲜最高领导人金正恩会面。 特朗普说，他与金正恩的关系"非常好"，表示"我想要今年见他"。 在特朗普的第一个总统任期期间，特朗普和金正恩于2018年6月在新加坡举行美朝在任领导人历史上首次 会晤。2019年2月在越南河内举行第二次会晤，同年6月在朝鲜半岛非军事区板门店再次会面。 值得一提的是，在此次会晤中，特朗普还表示，不介意就与韩国贸易协议进行重新谈判，考虑从韩国订购 一些舰船。 根据此前已达成的美韩贸易协议，韩国将向美国提供3500亿美元，用于由美方拥有并控制的投资项目。7 月31日，李在明表示，韩美协议中包含的3500亿美元投资基金"在造船、半导体、电池、生物、能源等韩 国的优势产业领域，帮助韩国企业积极进军美国市场"，其中1500亿美元将作为韩美造船合作专用基金， 为韩国企业进军美国造船业提供坚定支持。 END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 关停！深夜，风电巨头暴跌！ 丨 上市关键期 ...

作为一个曾为世界贡献了鹞式战机的国家，今天英国已无法独立制造一架完整的现代战斗机。 这不仅是航空工业的困境，也是英国高端制造、传统产业乃至新兴领域竞争力整体下滑的缩影。 《星船知造》本文想讨论的是，以英国工业衰退为例，可以清晰看到：新全球化时代下，食利国家正在经历的、向自身真实水平的均值回归。 英国昔日的工业强盛，其根基并非来自胼手胝足、共建家园的集体奋斗。而更多依赖于从殖民历史到金融霸权所构建的全球寻租体系。 当各阶层普遍沉醉于依赖寻租的发展模式所带来的巨额利润与体面——工业衰落的种子就一并种下。 这种建立在非洲和东印度累累白骨之上的"体面"，又常与英伦风情、绅士风度等符号绑定，被包装成一种高级文化商品行销世界。赢两次。 它从根本上削弱了一个国家投身长期艰苦建设的意愿与能力。 当国家的财富积累并非源于实干与创造，衰退的种子就在工业体系里生根发芽。 结出的恶果已在今天英国工业各领域加速显现。 工业的衰退又必然伴随着产业的自主可控、国家战略的独立与完整，也一并悄然旁落。 大国就在不知不觉中丧失了主导自身命运的能力。 《星船知造》在《欧洲，又一个寒冷的暖冬》中写过—— 为了补上自俄罗斯管道输入的能源缺口，英国和欧 ...

他强调，新航线让巴淡真正具备了承接国际直航的能力，"过去所有货物必须经新加坡中转，如今直航 开通，不仅节省成本和时间，也将进一步带动当地工业发展"。 新华社印度尼西亚巴淡8月22日电 通讯｜从印尼自贸区到中国自贸港——新航线为中印尼经贸合作再 添新通道 新华社记者李斯博 在印度尼西亚廖内群岛省巴淡岛港，伴随着船笛声，一艘集装箱货轮启航。这是中远海运集团新开辟的 巴淡岛港至中国海南洋浦港直航航线的首航，标志着中国与东南亚之间的海上直连服务进一步拓展。 中远海运集运印尼公司总经理王巍在21日举行的首航仪式上表示，巴淡与洋浦的直连，是推动地区互联 互通的重要一环。"直航将缩短航程，降低物流成本，为中印尼乃至区域经贸往来带来实实在在的便 利。" 巴淡岛区位优势突出，位于印尼、新加坡和马来西亚交汇处，是三国合作"增长三角"的核心区域。作为 印尼最早设立的工业开发区之一，巴淡于2009年成立自由贸易区，是印尼对外开放的重要窗口。 近年来，巴淡电子、造船、光伏、油气装备等产业发展迅速，吸引了大量外国投资。巴淡岛港吞吐量稳 步提升，去年集装箱运量达到约67万标准箱。 "巴淡岛港过去主要依赖汽车吊等简易设备进行装卸，如今已升级 ...

中经记者 郭阳琛 石英婧 上海报道 近年来，受大宗商品价格剧烈波动影响，国内供应链龙头企业厦门象屿股份有限公司（以下简称"厦门 象屿"，600057.SH）业绩震荡，跨界造船业务也经历了由亏损到盈利的转变。 财报数据显示，2024年，厦门象屿营业收入约3666.7亿元，同比减少20.12%；归属于上市公司股东的净 利润约14.18亿元，同比减少9.86%。其中，造船业务实现净利润5.44亿元，占比将近四成。 厦门象屿旗下造船业务始于2016年。此后的2017年1月和2024年8月，厦门象屿通过旗下控股子公司南通 象屿海洋装备股份有限公司（以下简称"象屿海装"）分别收购了江苏宏强船舶重工有限公司（以下简 称"宏强重工"）和南通明德重工有限公司（以下简称"明德重工"）两家破产船厂。 《中国经营报》记者了解到，在跨界入局造船赛道后，象屿海装曾经历了长达6年的亏损期，累计亏损 近14亿元。随着船舶行业持续复苏，象屿海装业绩最终在2023年实现扭亏为盈。截至今年6月底，象屿 海装累计签下了214艘造船订单，已交付121艘，在手订单93艘。 在今年举行的一场投资者活动中，厦门象屿管理层表示，部分产业链加快资产重组，为头部 ...

anafil IUF STEFET 创新能力: 自立自强有底气 "十四五"时期,面对全球新一轮科技 革命和产业变革带来的激烈竞争,我国 深入实施创新驱动发展战略,加快推过 高水平科技自立自强,基础前沿研究或 现新突破,战略高技术领域迎来新跑 越,科技体制改革打开新局面。 科技迈上新台阶 创新被提到前所未有的重要位置 2024年 全社会研发经费投入规模比"十三 五"时期末增长近50%，增量达到 1.2万亿元 研发投入强度提高到2.68%，接近 OECD (经济合作与发展组织) 国 家平均水平 企业研发投入占比超过77% 科技创新和产业创新深度融合 中国空间站"天宫"全面建成并 转入常态化运营 全球第一座第四代核电站石岛湾 基地投入商业运行 大型液化天然气运输船全球领先 一个个"第一次""全球首个"背后,是我 国科技创新推动产业升级迈出的铿锵步伐, 是众多领域加速实现从量变到质变、从跟跑 到领地的历史性跨越 基础研究投入对科技进步、 经济社会发展产生深远影响 "十四五"以来，我国基础研究领域 成果数量和质量显著提升 2024年，全社会基础研究投入 提高到2497亿元,占全社会研 发投入比例达到6.91% "势能" ...

Core Viewpoint - The global shipping industry is facing the strictest carbon emission regulations in history, with the revised Annex VI of the International Convention for the Prevention of Pollution from Ships (MARPOL) coming into effect on August 1, 2023, prompting the need for new practices and technologies to meet stringent emission reduction requirements [1][3]. Group 1: Regulatory Changes and Industry Response - The revised MARPOL Annex VI is a new and very strict regulation that requires shipping companies to adopt new practices and technologies to comply with emission reduction targets [3]. - The Norwegian classification society is assisting clients in developing compliance strategies and understanding new regulations, while also providing technical advice on alternative fuels and energy-saving devices [3]. - The introduction of carbon taxes is expected to drive shipowners to invest in new technologies and improve energy efficiency, with financial institutions increasingly favoring green projects [3]. Group 2: Market Dynamics and Bilateral Trade - China is Norway's largest trading partner in Asia, with bilateral trade expected to reach $10.18 billion in 2024, a year-on-year increase of 31.7% [4]. - The Norwegian classification society has seen rapid growth in China, with its market share in the region accounting for approximately 28% of its global business [4]. - China's shipbuilding industry remains the largest globally, with completion, new orders, and backlog accounting for 51.7%, 68.3%, and 64.9% of the global total, respectively, as of the first half of 2025 [4]. Group 3: Decarbonization Challenges - The transition to decarbonization in shipping is a gradual process, with approximately 92% of the current fleet still using traditional fuels [6]. - The speed of transition depends on various factors, including infrastructure for new fuels, production scale, and the high costs associated with these transitions [6]. - Operational optimization measures, such as speed reduction and route optimization, can be implemented even for existing fleets using traditional fuels [6]. Group 4: Digitalization and Innovation - The Norwegian classification society emphasizes the importance of energy-saving technologies in reducing shipping emissions and achieving international maritime organization goals [11]. - Digital technologies are being utilized to monitor vessel operational data, allowing shipowners to better understand fuel consumption and improve operational efficiency [11][12]. - Collaborative efforts between Norwegian and Chinese teams are focused on advancing digitalization and smart technologies in the shipping industry [12]. Group 5: Future of Fuel and Shipbuilding - The future of shipping fuel will not rely on a single solution, but rather a mix of fuels depending on various factors such as vessel type and trade area [15]. - Norway has issued over 20 Approval in Principle (AiP) certificates to Chinese shipyards for various green fuel adaptation solutions and technologies [15]. - China's shipbuilding industry has evolved into a leader in high-end shipbuilding, with significant advancements in LNG carrier construction and other specialized vessels [16].

国企改革与专业化整合同样引人注目。船舶工业巨头中国船舶与中国重工的合并，涉及金额高达1151.5 亿元。其中，中国船舶为吸收合并方，中国重工为被吸收合并方，中国重工退市申请已获上交所受理， 中国船舶股票也已于8月19日正式复牌。 新组建的造船集团将形成覆盖军民融合与绿色船舶的完整产业链，为中长期产品升级与国际竞争力提升 奠定基础。中国船舶与中国重工的合并，提升了资本运营效率，也符合国企改革的大方向。 在金融科技领域，湘财股份换股吸收合并大智慧，募集配套资金不超过80亿元，旨在整合成熟的产品体 系、客户资源、技术储备及渠道资源，推动传统证券业务智能化转型，实现"1+1＞2"的效果。 （上接1版） 有投行人士对记者表示，H股公司换股吸收合并A股公司的案例并不常见，此前中国能建吸并葛洲坝、 中国外运吸并外运发展、中国铁建吸并铁建重工等也均为央企内部整合。跨市场换股合并可以使目标公 司获得A股上市资格，缓解合并给公司带来的融资压力，减轻市场对大盘股回归的忧虑，也将推动A/H 股估值趋同。 在程凤朝看来，同一集团旗下的控股上市公司之间吸收合并，相对具有更高的组织协调性与资产协同 性。这类整合旨在消除同业竞争、整合资源、 ...

Group 1 - The Japanese government plans to support domestic companies in expanding overseas markets for critical materials, focusing on sectors like semiconductors, rare earths, and shipbuilding [1] - A legal amendment will be proposed to include overseas business expansion in the Economic Security Promotion Law, aiming for submission at the regular Diet session in January 2026 [1] - The support will cover procurement of essential minerals, ship repair bases, and the promotion of 5G standards, along with collaboration with like-minded countries and local enterprises [1] Group 2 - The government intends to provide subsidies from the research and testing phase to mass production and commercialization over multiple years [1] - Previously, Japanese companies could only receive government subsidies for initial testing phases in emerging and developing countries, but long-term government involvement is expected to reduce risks for these companies [1] - The Economic Security Promotion Law was enacted under Prime Minister Fumio Kishida in 2022, and the upcoming amendment will broaden support beyond stable procurement of materials to include overseas business activities [1]

Group 1 - China Shenhua Energy Co., Ltd. (China Shenhua) has resumed trading of its A-shares on August 18, following the announcement of a restructuring plan on August 15, which involves acquiring equity stakes from its controlling shareholder, China Energy Investment Corporation, and related companies, covering 13 firms with total assets of 258.36 billion yuan and net assets of 93.89 billion yuan by the end of 2024 [1] - The restructuring is part of a broader trend of increasing mergers and acquisitions (M&A) among state-owned enterprises (SOEs), with 636 SOEs disclosing M&A plans in 2023, marking a 10.29% year-on-year increase, and 32 of these being significant asset restructurings, up 68.42% [1][4] - The integration of resources is expected to enhance the core business capacity of China Shenhua and improve its profitability, while also addressing long-standing issues of competition within the coal sector [2][3] Group 2 - The acquisition of 13 core coal and related industry assets is seen as an effective measure to resolve competition issues between China Shenhua and China Energy Group, optimizing resource allocation and reducing redundant investments [2][3] - The restructuring is anticipated to create a strategic synergy effect, enhancing the overall competitiveness of the state-owned capital and boosting market confidence [2][3] - The trend of full industry chain integration is becoming mainstream among SOEs, with a focus on flexible payment methods and clear division of responsibilities between central and local enterprises [7][8] Group 3 - The efficiency of M&A approvals has improved significantly, with major asset restructuring projects averaging only 141 days from acceptance to registration, indicating a more favorable regulatory environment [8] - The focus of future M&A activities is expected to shift towards emerging strategic sectors such as renewable energy, high-end equipment, and biomedicine, as well as addressing issues of competition among SOEs [8][9] - The restructuring efforts are aligned with national strategies aimed at achieving high-quality economic development, emphasizing the importance of balancing short-term gains with long-term strategic goals [9]

Group 1 - DH Shipbuilding reported Q2 2023 revenue of 296 billion KRW (approximately 210 million USD, 1.53 billion CNY), a year-on-year increase of 16.7% [2] - The company achieved an operating profit of 62.5 billion KRW (approximately 45.11 million USD, 320 million CNY) in Q2 2023, representing a year-on-year growth of 84.4% [2] - DH Shipbuilding maintained an operating profit margin above 20% for the second consecutive quarter, ranking first among Korean shipbuilders, indicating stable profitability [2] Group 2 - For the first half of 2023, DH Shipbuilding's cumulative revenue reached 603.7 billion KRW (approximately 440 million USD, 3.07 billion CNY), with an operating profit of 132.2 billion KRW (approximately 97.16 million USD, 670 million CNY) [2] - The operating profit margin for the first half of 2023 was 21.9%, exceeding last year's full-year margin by over 7 percentage points [2] Group 3 - In 2024, DH Shipbuilding is projected to achieve annual revenue of 1,074.6 billion KRW (approximately 792 million USD, 5.656 billion CNY), a year-on-year increase of 32% [3] - The company expects an operating profit of 158.2 billion KRW (approximately 117 million USD, 830 million CNY) in 2024, with a growth rate of 340%, ranking second among large and medium-sized shipbuilders in Korea [3] - The operating profit margin is anticipated to reach 14.7%, an increase of over 10 percentage points compared to 2023 [3] Group 4 - DH Shipbuilding's recent performance is attributed to structural improvements over the past three years, rather than solely the recovery of the shipbuilding market [3] - The company has focused on high-value-added ship orders, internalizing segment production, maximizing equipment utilization, and implementing refined cost management [3] Group 5 - DH Shipbuilding has a backlog of orders worth approximately 30 trillion KRW (about 22 billion USD, 158 billion CNY), sufficient to meet three years of production needs [4] - The company plans to start building high-value shuttle tankers in the second half of the year, aiming to enhance production efficiency [5] Group 6 - DH Shipbuilding went public on the KOSPI on August 1, 2023, and achieved stable performance in its first quarter post-listing [5] - The company plans to use approximately 500 billion KRW (about 2.6 billion CNY) raised from the IPO to strengthen its shipbuilding competitiveness and establish a foundation for sustainable growth [5]