中新社上海12月8日电 (谢梦圆)中国远洋海运集团与中国船舶集团8日在上海举行新造船签约活动。当日 签约的新造船订单涵盖各型船舶共计87艘，合同总金额约500亿元人民币，成为中国造船企业签订的国 内单次合作签约最高金额的订单。 当前，全球航运与造船业正面临深刻变革，绿色低碳与数智技术深度融合，成为产业发展的重要方向。 对中国船舶集团而言，这批新船订单将为旗下多家造船基地带来体量可观、技术含量较高的优质在手订 单，为集团在新燃料动力、智能系统集成、数字化交付等关键领域的技术迭代提供了"实船场景"和规模 化应用平台。 据悉，2024年，上述两大集团已在上海签署战略合作框架协议，将绿色转型、数字化建设、智能船舶与 智能制造等确立为优先合作方向。 此次，双方将以签约为新起点，在科技创新、绿色低碳、智能制造等领域开展更深层次合作。(完)【编 辑:刘阳禾】 对中国远洋海运集团而言，本次新造船是集团顺应当前航运业大型化、绿色化、智能化发展方向，持续 推进船队结构优化，保持规模优势，致力于保障全球贸易物流供应链稳定的重要举措。 ...

Investment Rating - The report recommends the shipping sector and highlights investment opportunities in leasing companies listed in Hong Kong [1][20]. Core Views - The new ship price index has stabilized, and the merger of China Shipbuilding and China State Shipbuilding Corporation has been approved, with a focus on verifying the synergistic advantages post-merger [20]. - The shipping sector's market capitalization to order ratio is at a historical low, indicating sufficient safety margins [20]. - The report continues to recommend high-dividend stocks in the transportation sector, including COSCO Shipping International, Shenzhen International, and MTR Corporation [20]. Summary by Sections Shipping and Shipbuilding - New ship prices have stabilized, with the index recorded at 187.11 points, a slight increase of 0.12% [25]. - VLCC rates fell by 18% to $24,444 per day, influenced by increased capacity in the Pacific market [20]. - Suez crude oil tanker rates decreased by 12% to $35,557 per day, while Aframax rates dropped by 11% to $32,167 per day [20]. Oil Transportation - The Pacific market's high freight rates attracted more capacity, leading to continued pressure on rates [20]. - OPEC+ is expected to discuss production increases in August, with actual production and export conditions being closely monitored [20]. Dry Bulk and Container Shipping - The Baltic Dry Index (BDI) fell by 5.6% to 1,436 points, with Capesize rates under pressure due to seasonal factors [22]. - The Shanghai Containerized Freight Index (SCFI) dropped by 5.3% to 1,763.49 points, with the US West Coast route seeing a significant decline of 19% [24]. Air Transportation - The aviation sector is entering a peak season, with limited supply growth and natural increases in passenger volume expected to support airline revenues [38]. - Recommended stocks include Spring Airlines, China Eastern Airlines, and China Southern Airlines [38]. Express Delivery - The express delivery industry maintains high growth rates, with May's business volume reaching 17.32 billion items, a year-on-year increase of 17.2% [41]. - Recommended companies include SF Holding, YTO Express, and ZTO Express [42].