每经记者｜张韵 每经编辑｜文多 7月10日晚间，中国船舶（SH600150）、中国重工（SH601989）发布2025年上半年业绩预告，两公司 预计归母净利润均实现同比大幅增长。中国船舶的预计净利润规模高于中国重工，中国重工的预计净利 润同比增速则快于中国船舶。 图片来源：中国船舶公告截图 两"船"合并，民船订单量价齐升 中国船舶表示，船舶行业整体保持良好发展态势，公司手持订单结构升级优化。中国船舶报告期（今年 上半年）内交付的民品船舶价格同比提升，建造成本管控得当，营业毛利同比增加。此外，中国船舶联 营企业的经营业绩持续改善。 中国重工表示，报告期内，公司把握船舶行业发展态势，进一步发挥主建船型批量建造优势，强化精益 管理、深化成本管控并着力提升效率效益，交付的民船产品数量大幅增加。公司营业收入因此相应增 长，经营业绩同比明显提升。 7月1日，中央财经委员会第六次会议强调，推动海洋经济高质量发展，要更加注重创新驱动，更加注重 高效协同。7月4日，中国船舶吸收合并中国重工重大重组事项获上海证券交易所并购重组审核委员会审 议通过，待中国证监会签发注册批文，并由上交所完成发行上市安排后，即可正式实施。 A股造船龙 ...

Economic Development - The economic strength of the country has significantly increased, with the total economic volume expected to reach around 140 trillion yuan this year, contributing approximately 30% to global economic growth [3][9] - The average economic growth rate over the past four years has been around 5.5%, demonstrating resilience against various risks and challenges [3][9] Innovation Drive - The "14th Five-Year Plan" emphasizes innovation, with R&D investment reaching a new high, increasing nearly 50% compared to the end of the "13th Five-Year Plan," amounting to 1.2 trillion yuan [4][5] - Major technological breakthroughs include the launch of the first domestically produced aircraft carrier and the first Chinese space station, showcasing advancements in various sectors [4][5] Green Development - The country has established the world's largest clean power generation system, with renewable energy generation capacity historically surpassing coal power [8][10] - The forest coverage rate has increased to over 25%, contributing to a significant portion of global greening efforts [7][8] Safety Assurance - The country has built the largest power infrastructure system globally, with installed capacity accounting for one-third of the world's total, ensuring energy security during peak demand periods [9][10] - The establishment of over 10 million acres of high-standard farmland has strengthened food security [9] Governance Efficiency - The business environment has improved significantly, with the number of private enterprises increasing by over 40% compared to the end of the "13th Five-Year Plan" [6] - The ability to mobilize resources and respond to emergencies has been enhanced, as demonstrated by rapid disaster response efforts [6] Social Welfare - The country has built the largest education, social security, and healthcare systems globally, with participation rates in basic insurance exceeding 95% [5] - The average life expectancy has reached 79 years, reflecting improvements in public health and welfare [5]

宏观日报 | 2025-06-26 关注运输业产业集群建设 中观事件总览 生产行业：上海将建设世界级船舶与海工装备产业集群。 1）《上海市海洋产业发展规划（2025-2035）（征求意见 稿）》公开征求意见。其中提到，建设世界级船舶与海工装备产业集群。到2030年，船舶与海工装备产业增加值超 450亿元，大型LNG运输船本土化率提升到85%以上，基本建成原创技术策源和绿色智能引领的世界级船舶与海洋 工程装备产业体系。2）在存储晶圆原厂陆续宣布减产计划背景下，近期存储市场加速回暖，以DDR4为代表的内 存条领涨市场，在传统的IC淡季急速升温。仅间隔两周，DDR4颗粒价格翻倍，甚至部分型号价格已经追平新一代 DDR5。 服务行业：退休金无需缴纳个人所得税。 1）六部门联合印发《关于金融支持提振和扩大消费的指导意见》。其中 提出，强化结构性货币政策工具激励。设立服务消费与养老再贷款，额度5000亿元，对21家全国性金融机构以及5 家属于系统重要性金融机构的城市商业银行发放的服务消费重点领域贷款，可按照贷款本金的100%申请再贷款。2） 6月24日，北京市税务局12366纳税缴费服务热线回应纳税人咨询，表示退休金无需 ...

海洋经济迎来政策利好。 6月25日消息，《上海市海洋产业发展规划（2025—2035）（征求意见稿）》公开征求意见。其中提到，建设世界级船舶与海工装备产业集群。到2030年，船舶与 海工装备产业增加值超450亿元，大型LNG运输船本土化率提升到85%以上，基本建成原创技术策源和绿色智能引领的世界级船舶与海洋工程装备产业体系。 有分析称，海洋经济市场规模庞大，发展空间广阔。经济合作与发展组织（OECD）预测，到2030年，海洋的经济价值将超过3万亿美元。从国内来看，今年以来， 海洋经济呈现向新向好发展前景，一季度海洋生产总值达2.5万亿元，同比增长5.7%。 《意见稿》提出，到2030年，船舶与海工装备产业增加值超450亿元，大型LNG运输船本土化率提升到85%以上，基本建成原创技术策源和绿色智能引领的世界级船 舶与海洋工程装备产业体系。到2035年，船舶与海工装备产业增加值超700亿元，建成综合实力领先、国际影响力强的世界级船舶与海工装备产业集群。到2030 年，上海港集装箱吞吐量、港口连通性指数全球排名稳居第一，海洋交通运输业增加值超1800亿元，新增国际性、国家级航运专业组织和功能性机构1—2家，数智 化 ...

金十数据6月25日讯，上海市海洋局公开征求《上海市海洋产业发展规划（2025-2035）》意见。意见提 出，到2030年，船舶与海工装备产业增加值超450亿元，大型LNG运输船本土化率提升到85%以上，基 本建成原创技术策源和绿色智能引领的世界级船舶与海洋工程装备产业体系。到2035年，船舶与海工装 备产业增加值超700亿元，建成综合实力领先、国际影响力强的世界级船舶与海工装备产业集群。 相关链接 上海：到2030年，船舶与海 工装备产业增加值超450亿元 ...

到2027年，长兴岛船舶与海洋工程装备产业规模将超1200亿元，约占全市比重70%。昨天举行的第二届 中国(长兴岛)LNG船产业链发展大会暨2025年沪东中华供应商大会宣布，《上海市建设长兴岛世界级现 代化造船基地的实施方案(2025-2027年)》《上海市支持建设长兴岛世界级现代化造船基地的若干政策措 施》已印发，提出推进建设五大世界级高地，初步建成大型LNG(液化天然气)运输船、航空母舰、大型 邮轮"三大明珠"齐耀、大国重器"长兴制造"的世界级现代化造船基地，引领上海建成世界级船舶与海洋 工程装备先进制造业集群，服务巩固提高一体化国家战略体系能力。(文汇报) ...

新华财经南京6月6日电 （记者刘亢、陈刚、杨绍功）脚下一方人文荟萃的水乡客厅，眼前一脉碧波荡 漾的江南秀水——漫步沪苏浙交界处的长三角原点，5月底新亮相的方厅水院里，1288米连通三省一市 主题展馆的步行廊道，恰似"丈量"长三角一体化的最新标尺。 加快建设科技创新共同体，国家先进制造业集群数占全国近1/3；共同打造统一大市场先行区，外国人 240小时过境免签全域实施；跨省"高效办成一件事"，200多项政务服务"一网通办"……长三角一体化发 展上升为国家战略以来，新成果不断涌现。 地区生产总值突破33万亿元、占全国总量约1/4的长三角三省一市，共筑新质生产力发展高地、共创更 高层次改革开放新格局、共建高质量公共服务体系，携手打造高质量发展动力源，奋力在全面建设社会 主义现代化国家新征程中走在前列。 新潮奔涌，共筑新质生产力发展高地 长江口北翼，智慧化全海域养殖平台"湛江湾1号"正在南通通州湾进行最后调试，高空俯瞰宛如移动城 堡。 区域科技资源深化开放共享。目前，长三角科技资源共享服务平台集聚大型科学仪器超4.7万台 （套）。三省一市揽获2024年近五成国家科学技术奖项。 "创新战队"共克产业技术难题。上海在设计 ...

Industry Overview - The high-tech shipbuilding industry in China is projected to achieve sales revenue of 71.009 billion yuan in 2024, representing a year-on-year growth of 14.53% [1][14] - High-tech ships are characterized by advanced technology, special performance, and high added value, making them technology-intensive, labor-intensive, and capital-intensive [2][4] - The industry includes various types of ships such as transportation, engineering, scientific research, and special-purpose vessels [2] Industry Development History - The development of China's high-tech shipbuilding industry has gone through five stages: foundation (1949-1960), system improvement (1961-1978), technology introduction (1979-1999), rapid development (2000-2010), and high-quality development (2010-present) [4][5][6] - Significant milestones include the construction of China's first nuclear submarine in 1966 and the establishment of a complete shipbuilding industrial system by the late 1970s [4][5] Current Industry Status - In 2024, China's shipbuilding completion volume is expected to reach 48.18 million deadweight tons, with a year-on-year increase of 13.85% [11] - China holds a global market share of 55.7% in shipbuilding completion volume, 74.1% in new orders, and 63.1% in hand-held orders, showcasing its strong competitive position [11] - The delivery of high-tech ships, such as the first large LNG carrier "AL SHELILA," marks a significant breakthrough in the high-end shipbuilding sector [1][12][14] Key Enterprises - Major players in the industry include China Shipbuilding Group, Jiangnan Shipyard, and Shanghai Waigaoqiao Shipbuilding, which dominate in order volume and technological capabilities [16][18] - Private enterprises like Yangzijiang Shipbuilding have also made significant strides, with a focus on clean energy vessels and advanced manufacturing technologies [20] Industry Trends - The industry is accelerating its transition towards green and intelligent technologies, with a focus on low-carbon ship development and the integration of advanced technologies such as 5G and AI [9][22][23] - By 2024, new orders for green ships are expected to account for 78.5% of the international market share, reflecting a strong commitment to sustainability [22] - The integration of high-end manufacturing and global supply chain collaboration is reshaping the competitive landscape, with China capturing 74.1% of global high-tech ship orders [24]