本周（1月12日-1月16日）市场上看，沥青期货周内开盘报3171元/吨，最高触及3210元/吨，最低下探至 3093元/吨，周度涨跌幅达-1.11%。 截至2026年1月16日当周，沥青期货主力合约收于3130元/吨，周K线收阴，持仓量环比上周减持31795 手。 机构观点汇总： 大越期货：炼厂近期排产有所减产，降低供应压力。淡季影响需求提振，整体需求不及预期且低迷；库 存持平；原油走弱，成本支撑短期内有所走弱；预计盘面短期内窄幅震荡，沥青2603:在3138-3196区间 震荡。 海通期货：短期来看，沥青绝对价格走势仍持续关注美伊地缘演变情况，跟随成本端波动。伊朗局势不 明朗对油价造成的波动也会影响到沥青。短期展望：近月合约持续关注地缘风险。策略：震荡。阶段性 看油做近月03。逢低多远月06。结构上3-6反套。裂解差暂时观望。 消息面回顾： 数据显示，1月15日沥青现货价格报3140元/吨，较上一日上涨6.67元/吨，当日涨幅为0.21%。最近一 周，沥青价格累计上涨40元/吨，上涨幅度为1.29%；最近一个月，沥青价格累计上涨193.33元/吨，上涨 幅度为6.56%。 1月14日，中船集团旗下中船澄西 ...

Core Viewpoint - China Energy Engineering Corporation (中国能建) confirmed that the Gezhouba Shipyard is an asset of the company, indicating its strategic importance in the company's operations [1] Group 1: Company Overview - The Gezhouba Shipyard was originally the Yichang Gezhouba Shipbuilding Company and was restructured into China Gezhouba Group Machinery Shipbuilding Co., Ltd. in September 2004 [1] - The company has built over 200 vessels for both domestic and international clients, including passenger ships, cargo ships, oil tankers, chemical tankers, roll-on/roll-off ships, asphalt ships, LPG carriers, and ocean-going vessels [1] Group 2: Business Focus - Due to changes in the market environment and adjustments in the company's business structure, the primary focus has shifted to differentiated ship processing services [1]

Core Viewpoint - The report indicates that China COSCO Shipping Development Co., Ltd. (中远海发) has shown positive growth in revenue and net profit for the first half of 2025, reflecting a solid performance in its container manufacturing and leasing businesses [1] Financial Performance - The company achieved a revenue of 12.258 billion yuan, representing a year-on-year increase of 4.23% [1] - The net profit attributable to shareholders was 970 million yuan, with a year-on-year growth of 8.36% [1] - Basic earnings per share were reported at 0.0729 yuan [1] - A mid-year dividend of 0.22 yuan per 10 shares was declared for the 2025 fiscal year [1] Business Segments - The container manufacturing segment generated revenue of 10.963 billion yuan, marking a year-on-year increase of 12.07% [1] - Container sales reached 845,700 TEU, which is a 13.61% increase compared to the previous year [1] - The container leasing business reported revenue of 2.606 billion yuan, showing a modest growth of 1.16% [1] Strategic Initiatives - The company is accelerating its digital transformation and enhancing resource linkage in leasing and manufacturing [1] - It is optimizing its global container delivery network and product structure, with a focus on increasing the scale of refrigerated and special containers [1] - The company is committed to a major client strategy, strengthening cooperation with international leasing clients, and actively expanding new container leasing business [1] Green Transition and Innovation - The company is seizing opportunities for green and low-carbon transformation, enhancing financial and operational synergy [1] - It is focusing on providing specialized solutions for fleet development, including projects for 10 methanol and ammonia reserve bulk carriers, 4 asphalt carriers, and 1 LNG carrier [1] - The company aims to improve its multi-type vessel layout and strengthen ecological collaboration within the industry chain to maintain its competitive advantage [1]