FICC日报 | 2026-01-21 静态供给：交付现状层面，截至2025年12月31日。2025年至今交付集装箱船舶268艘，合计交付运力215.5万TEU。 12000-16999TEU船舶合计交付80艘，合计121.3万TEU；17000+TEU以上船舶交付13艘，合计277672TEU。交付预 期层面，12000-16999TEU船舶：2026年交付78.12万TEU（53艘），2027年交付94.45万TEU（64艘），2028年交付121.2 万TEU（82艘），2029年交付41.54万TEU（29艘）。 17000+TEU船舶： 2026年交付21.04万TEU（9艘），2027年交付86.28万TEU（40艘），2028年交付157.34万TEU（78 艘）,2029年交付137.55万TEU（67艘）。总体来看，2026年超大型船舶交付压力相对较小，2027年、2028年以及2029 年17000+TEU船舶年度交付量均超过40艘。2026年上半年交付17000+TEU以上船舶仅4艘。 动态供给：1月份月度剩余2周均运力34.22万TEU，WEEK4/5周运力分别为40.86/27.58 ...

Core Viewpoint - The company plans to establish two subsidiaries in Singapore to enhance its fleet structure and service capabilities through significant investments in container ship projects [1] Investment Details - The company will invest approximately 1.194 billion RMB in the construction and operation of four 2700TEU container ships through its subsidiary, Ningbo Ocean Limited [1] - An additional investment of around 1.7 billion RMB will be allocated for the construction and operation of four 4300TEU container ships by another subsidiary [1] Strategic Objectives - The investments aim to optimize the company's fleet structure, expand fleet size, and improve service capabilities on shipping routes [1] - The investment decisions have been approved by the company's shareholders and board of directors [1]