1月8日，中国船舶集团有限公司召开2026年度工作会议，对获得2025年度中国船舶集团民品贡献奖、中 国船舶集团质量大奖的团体和单位予以表彰。 民品贡献特等奖 沪东中华LNG船产能倍增项目团队 民品贡献二等奖 中船动力X92甲醇船用低速机整机研制项目团队 大连造船超大通用型FPSO设计建造管理团队 民品贡献三等奖 外高桥造船、广船国际、六〇四院、中船贸易 七二五所高端换热装备研制推广团队 七一九所核电应急装备研发及批量交付团队 黄埔文冲、七〇八所、中船贸易 组成的支线箱船研发建造协作团队 七一一所绿色自主船舶能效提升团队 质量大奖 七〇一研究所 大连造船 外高桥造船 组成的PCTC船项目建造攻坚团队 汾西重工西芒杜战略资源保障攻坚团队 | 一 审：曹山泉 | 二 审：项 丽 | 三 审：甘丰录 | 来 源：集团公司经济运行部/集团公司质量安全环保部 | 责 编：钱 平 ...

（来源：解放日报 记者 李茂君 摄） 新年伊始，沪东中华造船长兴岛基地一派繁忙，单个船坞内4艘大型船舶同时开工。沪东中华目前同时 在建LNG船达到创纪录的24艘，手持LNG船订单50多艘，大型集装箱船订单30多艘，生产任务已排满 至2029年。 ...

Group 1 - The core viewpoint of the article highlights that China Shipbuilding Defense (中船防务) has seen a significant stock price increase of over 4%, reaching HKD 14.59 with a trading volume of HKD 42.76 million [1] - According to Guangfa Securities, the shipbuilding market from 2021 to 2024 is driven primarily by container ships and LNG vessels, with a projected decline in 2025 due to the impact of the U.S. 301 tariffs [1] - The shipbuilding demand market is expected to enter a 2.0 phase starting in 2026, with a potential demand acceleration similar to the engineering machinery market in 2019, which may elevate valuation levels [1] Group 2 - Shenwan Hongyuan previously noted that China Shipbuilding Defense has a substantial backlog of orders, with high-value contracts being delivered, which will release profits [1] - China Shipbuilding announced a commitment in January 2025 to resolve internal competition issues between China Shipbuilding and Huangpu Wenchong, with a five-year plan to address competition between Huangpu Wenchong and the listed company [1] - Huangpu Wenchong is a shipyard controlled by China Shipbuilding Defense, and the progress of resolving internal competition is being closely monitored [1]

Core Viewpoint - Samsung Heavy Industries has secured two LNG shipbuilding contracts with an Oceania shipowner, totaling 721.1 billion KRW (approximately 500 million USD) and marking the second batch of LNG orders within ten days [2] Group 1: Contract Details - The two new LNG ships are scheduled for delivery by the end of September 2028, with a unit price of 250 million USD each [2] - Samsung Heavy Industries previously signed a contract for two additional LNG ships on December 23, 2022, also at a unit price of 250 million USD, with delivery planned by the end of March 2029 [2] - The total number of new ship orders for Samsung Heavy Industries in 2025 is projected to reach 43 vessels, amounting to 7.9 billion USD (approximately 55.5 billion RMB), surpassing the 2024 order volume of 36 vessels and 7.3 billion USD [2] Group 2: Market Performance - In the commercial ship sector, Samsung Heavy Industries has achieved an order amount of 7.2 billion USD (approximately 50.6 billion RMB), exceeding the annual target of 5.8 billion USD [3] - As of the end of 2025, Samsung Heavy Industries holds orders for 133 vessels valued at 28.6 billion USD (approximately 201 billion RMB) [4] - The company aims for a shipbuilding and offshore business order value of 9.8 billion USD in 2025, which is 33% higher than the actual order amount of 7.3 billion USD in 2024 [4] Group 3: Industry Outlook - The global LNG ship market has seen a significant decline due to a sluggish shipping market and policy uncertainties, with a reported 82.9% year-on-year drop in LNG ship orders in the first half of the previous year [5] - The Korean shipbuilding industry anticipates that LNG ships will become a core area for orders in 2026, driven by increasing transportation demand as LNG projects in the U.S. commence [5] - Clarkson predicts that global LNG ship orders will reach 115 vessels in 2026, representing a 24% increase compared to 2025 [5]

她构建着整艘巨轮的立体数字孪生体，一笔一画将脑海中的理想船型变为现实。18年职业生涯中，每一张设计图纸都承载着这位女性工程师的智慧与坚持。 在中船集团旗下沪东中华LNG技术研究所工作18年，"要不是公司搬迁上岛，连工位都没变过"，肖蓉是位很"稳"的LNG设计师。在这个有LNG船"零号车 间"美誉的部门里，设计师的工作除了"画图"，还有"建模"——先构建出整艘船的立体数字孪生体，再基于这一模型生成二维图纸送审，并指导现场生产。 在这里，讲究的是打通图纸到实船的"最后一公里"，是把设计师脑海中的理想船型变为现实，在这里，想象力与韧性同等重要。也正因如此，肖蓉的这份冷 静踏实让她在所里备受信任和赞誉。 岗位变了 力争上游的冲劲没有变 2007年，肖蓉从华东船舶工业学院（现江苏科技大学）船舶与海洋工程专业毕业，进入沪东中华工作。 用她自己的话说，彼时选择沪东中华，一是因为"有自主研发的船舶三维设计软件（即国内首款船舶产品三维设计软件HDSPD），在学生们心中地位很 高"；二是毕业前在沪东实习，带队老师带他们去看"一个很大的、用帷幕罩起来的车间"，也就是国产LNG船的雏形，给了她很大震撼。 沪东中华体系化、科学化的带教 ...

今年的造船业状况堪忧，全球的订单数量急剧下降，尤其是上半年，按吨位计算的新船合同同比下降超过50%。船东们纷纷收紧资金，只关注与能源相关的 项目。其中，液化天然气（LNG）运输船成为了少数的亮点，但几乎全部被韩国船厂承包。想象一下，全球在前几个月订购了16艘这样的高端船，其中韩 国船厂包揽了14艘，三星重工拿下了7艘，现代三湖得到了5艘，而韩华海洋则获得了2艘。剩下的2艘虽然在美国建造，但船厂其实是由韩华收购的。这一波 操作让韩国的市场份额达到了新高，背后靠的是多年积累的技术优势。 中国的船企今年也不好过，尽管手握全球近60%的订单，但大多数是低端船只的订单。LNG船这种高端船型，中国船企在2025年一个都没有获得，去年占据 的40%以上的市场份额也已归零。这背后有多重原因，美国的制裁是一个重要因素，港口费用大幅上涨，从9月起，对中国造船的收费从每吨50美元提高到 140美元。即使船东选择其他国家建造船只，若是中国建造的，仍需要支付额外费用。这一政策出台后，船东们开始犹豫，宁愿多花些钱选择韩国船厂，避 免麻烦。 除了制裁因素，全球需求疲软也是一个重要原因。卡塔尔的LNG项目去年订单较多，但今年几乎停滞。中国船 ...

Core Viewpoint - Greek shipowners are systematically increasing their orders in strategic sectors, anticipating strong future demand, with Greece's new ship orders reaching 693 vessels in November, up from 651 in October, representing a 0.53% increase [1] Group 1: Greek Shipbuilding Orders - Greece's new ship orders reached 693 vessels, a rise from 651 in October, marking a 0.53% increase in the number of vessels [1] - Greece accounted for 15.6% of global ship orders, an increase from 15.07% the previous month, with a total of 4425 vessels ordered globally [1] Group 2: Breakdown of Ship Types - The most significant growth was observed in bulk carriers, with Greek shipowners having 162 vessels under construction, representing approximately 12% of global bulk carrier orders [1] - In the tanker sector, Greece continues to lead with 302 tankers under construction, accounting for 24% of global tanker orders [1] - Container ship orders have steadily increased to 126 vessels, making up 11% of the global total, while LNG ship orders stand at 57 vessels, representing 18%, and LPG ship orders at 46 vessels, accounting for 15% [1]

智通财经APP获悉，广发证券发布研报称，Q4基数下降+终端运价改善+外部不确定性缓和，造船业已 迎来需求拐点，重视明年造船行业的贝塔复苏。2021-2024年的造船市场以集装箱叠加LNG船为核心驱 动力，25年造船市场在美国301冲击下回落。该行认为26年开始船舶需求市场进入2.0阶段。2026年的造 船行情有望类比2019年的工程机械，需求的二次加速有望激发估值中枢抬升。 广发证券主要观点如下： 1月新船订单首次同比转正，散货船和油轮边际拐点已至 根据clarksons，11月新船订单cgt/dwt/金额同比增速3.5%/37.6%/20.1%，全面转正;10-11月散货船和油轮 的订单增速较快，散货船订单载重吨同比分别+87.32%/+0.33%，油轮订单载重吨同比分别 +24.34%/284%。后续有望进一步上修，且散货船和油轮的新船价格指数有所回暖。全年累计新船订单 已达到1.16亿dwt，下半年行业回暖驱动订单加速。Q4基数下降+终端运价改善+外部不确定性缓和，造 船业已迎来需求拐点，重视明年造船行业的贝塔复苏。 散货船：西芒杜铁矿正式投产，高产量+长运距带来海岬型船额外运力需求 根据wind，西芒 ...

Core Insights - The shipbuilding industry is entering a recovery phase, with a significant increase in new orders for bulk carriers and oil tankers, indicating a demand acceleration [5][13][34] - The overall new ship orders in November showed a year-on-year growth of 3.5% in CGT, 37.6% in DWT, and 20.1% in monetary value, marking the first positive growth of the year [5][13] - The demand for Capesize bulk carriers is expected to rise due to the commencement of the Simandou iron ore project, which will significantly impact global shipping patterns [34][35] Section Summaries 1. Recent Updates: Recovery in Bulk Carrier and Oil Tanker Orders - November saw the first year-on-year increase in new ship orders, primarily driven by bulk carriers and oil tankers, with significant growth rates observed [5][13] - The total new ship orders reached 116 million DWT, with a notable acceleration in the second half of the year due to improved market conditions [5][13] 2. Bulk Carriers: Changes in Iron Ore Shipping Dynamics - The Simandou iron ore project is expected to alter the shipping landscape, with its production capacity potentially accounting for 10% of China's iron ore imports in 2024 [34][35] - The demand for Capesize vessels is projected to increase significantly, with estimates suggesting a need for an additional 22-23 Capesize ships in the near term [35] 3. Oil Tankers: Long-term Supply Shortages and Renewal Demand - The average age of the oil tanker fleet exceeds 14 years, with a significant portion of the fleet being over 20 years old, leading to a long-term supply shortage [65][71] - The current order book for oil tankers is insufficient to meet the renewal needs of aging vessels, indicating a tightening supply situation [65][71] 4. Container Ships: Changes Under Pressure, Support for Feeder Vessels - The container ship market has been influenced by geopolitical factors, with the Red Sea conflict causing rerouting and impacting effective capacity [79][82] - The demand for feeder vessels remains strong despite uncertainties surrounding the full restoration of Red Sea shipping routes [79][82] 5. LNG Ships: Natural Gas Capacity Expansion Driving New Orders - The expansion of natural gas production capacity is expected to drive an increase in new LNG ship orders, reflecting a growing demand for cleaner energy transportation [5][19]

韩国造船业界认为，在国际海事组织(IMO)为实现零碳排放而推进相关新规制的情况下，特朗普就任美 国总统后，化石燃料产量也将进一步增加，这将成为全球船东增加订造LNG船等韩国船企主建船型的 原动力。 韩国造船业界一位相关人士表示："将于2029年竣工的全球LNG终端项目规模为52MTPA(1MPA=每年 100万吨)，仅次于引领超级周期的2026年(62MTPA)，但从目前造船企业的手持订单来看，2029年交付 的LNG船只有17艘，远远不能满足需求。" 2024年，HD韩国造船海洋交付了23艘LNG船，2025年计划建造26艘LNG船，继续在全球LNG船建造市 场保持领先地位。 HD韩国造船海洋没有透露船东方面的具体信息，但据悉这份订单来自韩国Hyundai Glovis，该公司不久 前获得了一份为期15年的期租合同，将订造一艘174000立方米LNG船。外媒消息称，Hyundai Glovis的 这艘新船将租赁给日本伊藤忠商事，合同金额约为5800亿韩元（约合人民币27.88亿元）。 包括这艘LNG船在内，HD韩国造船海洋今年以来接单量已达117艘、165.2亿美元（约合1168亿元人民 币），完成了全年接 ...