来源：五道口长三角研究院 | | | C | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 苏锡常有影响力政经新媒体 | | | | | | | | | | 读五道口,洞见长三角政经大势 | | | | | | | | | | 江苏13市2025年GDP排行榜 | | | | | | 排名 | 城市 | 2025年GDP (亿元) | 2024年GDP (亿元) | 名义增量 (亿元) | 名义增速 | 实际增速 | (万人) | 常住人口 人均GDP (76) | | 1 | 苏州 | 27695. 10 | 26726. 98 | 968. 12 | 3. 62% | 5. 4% | 1298, 70 | 213252 | | 2 | 府泉 | 19428. 78 | 18500. 81 | 927.97 | 5.02% | 5.2% | 957. 70 | 202869 | | 3 | 无锡 | 16773. 94 | 16263. 29 | 510. 65 | 3. 14% | 5. 1% | ...

2月17日，广州南沙汽车口岸迎来了农历新年第一艘滚装汽车出口船"唐鸿"号，一辆辆国产汽车从码头 停车场，有序开往码头前沿装卸区，广州海关所属南沙海关关员有条不紊地开展查验并办理监管通关手 续，随后，3370辆汽车鱼贯驶入船舱，"唐鸿"号滚装船鸣笛启航，奔赴远在南美洲的巴西。 "预计假期会有5艘汽车出口滚装船从南沙发出。"南沙汽车码头总经理助理陆春荣说。南沙海关建立"一 揽子"通关服务机制，实现"企业一次咨询、窗口全方位答疑"。 "春节期间，海关实行24小时预约通关，确保假期出口业务不间断。只要汽车出口有需求，我们就会及 时在口岸现场进行监管。预计有4800辆汽车会在春节假期出口。"南沙海关汽车监管科科长肖迎锋介 绍，为保障春节假期汽车出口通道畅通，海关提前与港口、船公司、出口企业等沟通联系，统筹掌握春 节期间外贸滚装船靠泊计划和出口汽车申报计划，引导企业应用"提前申报"便利措施，同时依托智慧监 管系统，实现"船到人到、即靠即查"，待出口车辆到港1小时内即可快速查验放行。 相关附件 广州海关所属南沙海关关员核实待装船出口车辆信息。 ...

CCTV/13 ante ter des 日 出 . , 4 l / ■■■ 11 新 . . Pri 1 央视网消息：1月27日，福建今年首艘新造滚装船从宁德白马港区启航，驶往印度尼西亚，福建船舶外贸迎来新年"开门红"。 CCTV 13 t 亚 " 官 t i 业 Ma TO Re B l ■ 作为福建重要的船舶建造基地，近年来，宁德依托成熟的船舶制造产业基础与自主研发能力，已形成从船舶设计、零部件配套到总装建造的完整产业 链。2025年，当地船舶产业产值达20.34亿元，同比增长59.8%，船舶出口订单较上一年翻了一倍。造船企业负责人表示，目前，公司手上滚装船出口订单共 6艘，除印度尼西亚外，还涵盖阿联酋、马来西亚等国家订单金额累计5个多亿元，预计今年船舶订单的出口是去年的3到4倍。 为保障船舶顺利出口，当地边检部门推出"线上预审+线下快办"模式，将手续办理时间从2个工作日压缩至4小时内，助力"中国造"船舶走向海外市场。 该滚装船由福建宁德福安的船企自主设计建造，总长106米，型宽22.6米，总吨位达11606吨，可承载300余辆汽车。采用定制化多层甲板设计，支持无 辅助设备独立装卸，适配印尼群岛运输场景 ...

Core Insights - The 2025 Global Partner Conference held by China Shipbuilding Group's Guangzhou Shipyard International focused on themes of green shipping, intelligent shipbuilding, and industrial chain construction, gathering nearly 700 industry elites to contribute to the high-quality development of the shipbuilding industry [1][7]. Group 1: Conference Highlights - Keynote speeches were delivered by representatives from various institutions, including the China Shipbuilding Group's Economic Operation Department and the Guangzhou Nansha Development Zone Management Committee, discussing market trends, supply chain construction, and new shipbuilding market outlooks [3][9]. - The conference emphasized that the green transition has evolved from a "mandatory question" to a "race question," with the answer being "cooperation and win-win" [3][9]. - The conference called for companies to focus on building a smart supply chain for marine equipment and to create a new high ground for talent aggregation in the marine equipment sector [3][9]. Group 2: Awards and Recognition - Guangzhou Shipyard International awarded titles such as "Outstanding Channel Partner," "Strategic Cooperation Partner for Talent Cultivation," and recognized "Outstanding Suppliers" and "Outstanding Service Engineers" during the conference [4][10]. - As a key modern shipbuilding enterprise in South China, Guangzhou Shipyard International aims to be a "leader in high-end ships" and has developed a diversified industrial structure under the "Marine Power" strategy, establishing an international brand pattern with various ship types [4][10]. - The company is projected to achieve record highs in its main operating indicators by 2025 [4][10].

Core Insights - Guangzhou's shipbuilding industry is experiencing robust growth, with a full order book extending delivery times to 2029 and a year-on-year industrial output value increase of over 20% in the first three quarters of this year [1][4] - The national shipbuilding industry maintains a leading position globally, with completion, new orders, and hand-held orders accounting for 53.8%, 67.3%, and 65.2% of the global total respectively from January to September [4] - Guangzhou aims to enhance its shipbuilding and marine engineering industry, targeting an output value exceeding 60 billion yuan by 2027 and doubling the scale to over 100 billion yuan by 2035 [4] Group 1: Industry Performance - The total hand-held orders in Guangzhou's shipbuilding sector reached 11.45 million deadweight tons, with new orders at 3.61 million deadweight tons and completed orders at 1.39 million deadweight tons [1] - The Nansha shipbuilding base in Guangzhou has an annual production capacity exceeding 5.5 million deadweight tons, with individual shipbuilding capabilities surpassing 300,000 tons [4] Group 2: Strategic Initiatives - Eight projects focusing on core components, new energy power, and specialized services were signed to strengthen local supply capabilities [1][5] - The "Guangzhou Nansha Shipbuilding and Marine Engineering Equipment Industry Map" was released, providing a comprehensive guide for enterprises covering industry mapping, spatial carriers, policy support, technological innovation, and talent supply [5] Group 3: Policy and Support - Nansha district offers significant policy and location advantages, including tax incentives and support policies under the "Nansha Plan," facilitating efficient customs and pilot services for large marine equipment [5] - The local shipbuilding enterprises account for 45.3% of new orders, 63.3% of completed orders, and 56.4% of hand-held orders in the Pearl River Delta region [5] Group 4: Technological Advancements - Innovations showcased include the fourth-generation electric propulsion system and the "Phoenix 600" ROV capable of deep-sea operations, highlighting the direction of technological upgrades in the industry [5][6] - The industry is encouraged to embrace new concepts and technologies to modernize the shipbuilding industrial system, as emphasized by industry leaders [6]

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 Turkish military shot down an "out of control" drone approaching Turkish airspace from the Black Sea, highlighting ongoing tensions in the region and the need for a secure maritime environment [1] Group 1: Military Actions - The Turkish Defense Ministry confirmed the drone was detected and tracked during routine procedures before being shot down by F-16 fighter jets in a safe area away from densely populated regions [1] - This incident reflects the heightened military vigilance in response to recent threats in the Black Sea area [1] Group 2: Diplomatic Statements - President Erdogan emphasized that the Black Sea should not be viewed as a confrontation zone, stating that such a perspective is detrimental to both Russia and Ukraine [1] - Following an attack on a Turkish roll-on/roll-off ship in Odessa, the Turkish Foreign Ministry reiterated the importance of an immediate ceasefire and the necessity for an agreement to prevent escalation in the Black Sea [1]

Group 1: Financial Performance - The company's net profit attributable to shareholders significantly increased in the first half of 2025, driven by improved profitability in energy-related and logistics-related businesses [3][4]. - The gross margin for the offshore engineering segment rose by 5.84 percentage points to 10.88%, while the energy chemical segment's gross margin increased by 1.91 percentage points to 15.12% [3]. - Despite a slight decline in revenue compared to the previous year, the overall profitability and net profit saw substantial growth [3]. Group 2: Order and Revenue Outlook - The offshore engineering segment's order intake decreased compared to the previous year due to delays, but the focus remains on high-quality orders, particularly FPSO projects [4]. - As of June 2025, the offshore engineering segment had a backlog of approximately $5.55 billion, with production scheduled through 2027/2028, indicating strong revenue and profit growth potential [4]. - The company anticipates a stable and clear medium to long-term market demand for FPSO and FLNG contracts, with an expected average of 10 new FPSO contracts awarded annually from 2025 to 2029 [6]. Group 3: Container Industry Trends - The container supply chain index remains in a healthy range, supported by global trade resilience and domestic market dynamics [6]. - Long-term demand for container manufacturing is expected to rise, potentially exceeding the recent annual demand of around 4 million TEUs, driven by global population growth and increased wealth [6]. - The global container fleet of over 50 million TEUs will lead to an annual potential renewal demand of 200,000 to 300,000 TEUs, further supporting steady growth in the container industry [6]. Group 4: Investor Relations and Market Confidence - The company's stock repurchase program has positively impacted investor confidence, with ongoing efforts to enhance shareholder returns through effective market communication and value transmission [7]. - The company is committed to maintaining high-quality growth and exploring various market-driven strategies to enhance its market value management [7]. - The A-share and H-share price discrepancies have been narrowing, reflecting the market's increasing recognition of the company's value [7].

Core Insights - The signing and groundbreaking ceremony for the Yizheng Shipbuilding Supporting Industry Park took place on September 25, with a total investment of approximately 5 billion yuan and a planned area of about 900 acres [2] - The project aims to establish a "world-class shipbuilding and marine engineering equipment advanced manufacturing industry cluster" in collaboration with major state-owned enterprises [2][3] - The Yizheng Shipbuilding Supporting Industry Park is expected to produce nearly 20 ships annually, generating an output value of 10 billion yuan [2] Company Developments - The project is a collaboration between the Jiangsu provincial government and China Merchants Group, which has a long-standing partnership with Yangzhou [3] - The Jiangsu Jinling Shipyard, a core member of China Merchants Industry, has a strong reputation in the roll-on/roll-off ship manufacturing sector, recognized as a national manufacturing "single champion" [4] - The Jinling Shipyard has recently returned to the container shipbuilding market, securing multiple orders for new generation container ships, including 6 units of 1800TEU and 2+2 units of 2280TEU dual-fuel container ships [5] Industry Context - Yangzhou is positioning itself as a modern industrial city, focusing on a modern industrial system characterized by "6 clusters and 13 chains" [2] - The shipbuilding industry in Yangzhou has seen significant growth, with the shipbuilding industrial chain's output value increasing at the highest rate among 13 emerging industrial chains last year [2] - The establishment of the Yizheng Shipbuilding Supporting Industry Park is part of a broader strategy to enhance the competitiveness and brand reputation of Yangzhou's shipbuilding sector [3]

Core Insights - The article highlights the significant growth and competitiveness of China's automotive exports, particularly through the Haitong (Taicang) automobile terminal, which has seen record export volumes in 2023 [1][3]. Group 1: Port and Transportation Infrastructure - Taicang Port is recognized as a world-class port with unique advantages, including a 38.8 km coastline and a -12.5 meter deep-water channel, making it a crucial hub for international shipping and container transport [2]. - The Haitong (Taicang) automobile terminal has successfully loaded over 500 vessels and handled more than 600,000 vehicles from January to August 2023, with over 400,000 vehicles exported, surpassing the total export volume of the previous year [3]. Group 2: Automotive Export Trends - The export structure of vehicles has shifted, with a growing proportion of new energy vehicles (NEVs) being exported, now accounting for a ratio of 4:6 compared to traditional fuel vehicles [3]. - The recognition of Chinese automotive quality in international markets, particularly in Europe, has contributed to the increase in exports, supported by competitive manufacturing costs [3]. Group 3: Technological Advancements - The Taicang Port is implementing automation and digital technologies to enhance operational efficiency, including the use of automated cranes and AI for logistics management, which can reduce labor needs by approximately 70% and improve efficiency by 20% [5]. - The port aims to achieve a fully automated and environmentally friendly operation, with 100% coverage of green areas and wastewater management [5].