证券日报网讯2月6日，国航远洋发布公告称，2026年2月6日，公司收到与收益相关的政府补助534.3万 元，占最近一个会计年度经审计归属上市公司股东净利润的23.58%。 ...

（文章来源：证券日报） 证券日报网2月5日讯 ，国航远洋在接受调研者提问时表示，船队更新采用"汰旧建新+绿色智能"策略， 处置老旧低效船舶，优先投建低碳智能与新能源动力船，2026年交付6艘新船，新增近50万载重吨运 力，绿色运力占比超30%，目前平均船龄7年，低于行业水平。船型规划聚焦干散货核心，以巴拿马型 为主，兼顾灵便型，新增6.35万吨低碳智能与8.9万吨甲醇双燃料散货船，适配粮食、铁矿石等大宗运 输，部分新船预留甲醇双燃料改装能力，为未来燃料转型留空间。减碳方面实施"能效提升+燃料转 型"双轮驱动，新船油耗降低、排放达标，4艘新船实装甲醇双燃料主机，对冲碳成本冲击。推进现有船 舶环保改造，适配IMO减排规则与欧盟碳税，搭建智能航运平台与MOS系统，优化航线规划，提升运 营效率，探索无人机海事应用等创新场景。 ...

（文章来源：证券日报） 证券日报网2月5日讯 ，国航远洋在接受调研者提问时表示，2026年干散货航运将呈"需求增长、供给偏 紧、运价上行"态势。需求端，全球干散货贸易量持续增长，西芒杜铁矿石长航程拉动吨海里需求，粮 食、有色矿产需求也助推运价。供给端，2025年新船订单创五年新低，船队老龄化与IMO能效监管趋 严，新增运力释放放缓。在2025年淘汰老旧船的基础上，2026年公司表现可期，已投运1艘6.35万载重 吨低碳智能散货船，全年将交付6艘新船（2艘6.35万吨低碳智能、4艘8.9万吨甲醇双燃料），新增运力 近50万载重吨，主力服务欧美及东亚粮食、矿石航线。新船单船油耗低、EEDI达IMO最高要求，契合 减排新规，助力锁定优质客户、提升盈利，同时深化数字化运营，动态优化航线，提升周转率与毛利 率。广大投资者还应密切关注行业周期性及运价波动等多重市场风险，且公司预计经营情况不代表最终 实际经营情况，敬请审慎做出投资决策，切实防范投资风险。 ...

证券日报网2月2日讯，国航远洋在接受调研者提问时表示，截至2026年1月29日，国航远洋自营干散货 运输船舶21艘，总运力超150万吨，绿色运力占比超30%。集团干散货船队以巴拿马型为主，兼顾灵便 型；近年新投运力以绿色低碳船为主，平均船龄为7年，显著低于同行业水平。公司采用内外贸兼营策 略，内贸以电煤、铁矿石运输为主，外贸聚焦粮食、煤炭、铁矿石、铝矾土等各类大宗商品货种，并根 据市场行情灵活调整内外贸结构和货种结构。公司的航线包括内贸和外贸航线，及内外贸兼营航线：内 贸航线如北起曹妃甸、秦皇岛、天津港（600717）等，南至国内主要煤炭、铁矿石运输沿江沿海港口， 核心服务能源类大客户运输需求；外贸航线形成覆盖欧洲大西洋、澳洲、南北美洲、东南亚、东亚与南 亚、非洲等区域的全球化布局，核心航线包括南美-东亚(粮食为主)、澳大利亚-远东(铁矿石为主)、印 尼-中国南方、加拿大/美西-东亚等，2024年境外收入占比提升至67%。2026年公司已投入运营一艘6.35 万载重吨的带吊低碳智能干散货船舶，目前在建运力包括另一艘6.35万载重吨的带吊低碳智能干散货船 舶，以及4艘8.9万载重吨的甲醇双燃料干散货船舶。 ...

证券日报网2月2日讯，国航远洋在接受调研者提问时表示，2025年底以来，BDI(波罗的海干散货指数) 上涨趋势明显，截至2026年1月23日，BDI均值为1711.4，同比增85.8%，从需求端看，全球干散货贸易 量预计继续保持增长，同时受到西芒杜铁矿石长航程需求拉动，吨海里需求增速显著，进一步拉动对运 力需求增长。从运力供给端看，2025年散货船新船订单近五年最低，叠加船队老龄化加速及IMO能效监 管趋严，未来新增运力释放节奏放缓，运力的供给增长有限。以上原因，从2025年年底至今，干散货运 价涨幅明显，干散货运价与盈利水平同步上行。有色矿产价格和需求的增长也助推了大宗航运运价的上 升。 ...

证券日报网2月2日讯，国航远洋在接受调研者提问时表示，公司今年将陆续交付6艘新造船，新增运力 规模近50万载重吨，主要运输货种为粮食和矿石类，主要运输航线覆盖，美洲、欧洲和东亚区域。由于 新造船采用低碳节能和新能源燃料，单船油耗大幅降低，EEDI(船舶能效设计指数)指标达到IMO(国际 海事组织)最高要求，氮氧化合物(NOx)排放满足TierIII(船舶氮氧化物(NO)排放最高级别标准)等级，真 正实现绿色航行。干散货船舶所运载的粮食、铁矿石等核心货种需求旺盛，在此背景下公司新造船在低 碳节能技术优势和核心货种的稳定需求，其盈利水平与运营效率上形成一定的竞争优势。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600751 | 海航科技 | 3.74 | 1.08% | 64.18万 | 2.43 Z | | 601018 | 宁波港 | 3.94 | 0.77% | 148.78万 | 5.92亿 | | 601298 | 黄明世 | 9.53 | 0.00% | 41.93万 | 4.03亿 | | 000520 | 凤凰航运 | 4.31 | -0.69% | - 15.31万 | 6645.12万 | | 601000 | 唐山港 | 4.25 | -0.70% | 99.41万 | 4.25 Z | | 001872 | 招商港口 | 19.49 | -0.92% | 3.00万 | 5893.49万 | | 600018 | 上港集团 | 4.94 | -1.00% | 95.93万 | 4.79亿 | | 001205 | 盛航股份 | 15.95 | -1.54% | 3.40万 | 5473.40万 | | 6161699 | 中远海控 ...

Trading Information Summary - On January 5, 2026, the stock of China National Ocean Shipping (920571) closed at 9.89 yuan, an increase of 0.51% with a turnover rate of 3.14% and a trading volume of 88,400 shares, resulting in a transaction value of 87.06 million yuan [1][2] - On the same day, the net inflow of main funds was 2.5982 million yuan, accounting for 2.98% of the total transaction value; retail investors had a net inflow of 1.8689 million yuan, accounting for 2.15% of the total transaction value, while speculative funds had a net outflow of 2.0615 million yuan, accounting for 2.37% of the total transaction value [1][2] Company Announcement Summary - On December 30, 2025, the wholly-owned subsidiary of China National Ocean Shipping, Shanghai Fujian National Ocean Shipping Management Co., Ltd., received a government subsidy of 3 million yuan, which is related to revenue and accounts for 13.24% of the audited net profit attributable to shareholders of the listed company for the year 2024 [1][2]

Core Viewpoint - The high-end needle bearing market, traditionally dominated by international giants, is experiencing a shift with the emergence of Suzhou Bearing Co., Ltd. as a significant player, leveraging its technological advancements and integration into global supply chains for major automotive suppliers [1][2]. Group 1: Company Overview - Suzhou Bearing Co., Ltd. has over 60 years of history, starting with the production of China's first needle bearing and now supplying to top global automotive component suppliers like BorgWarner, Bosch, ZF Friedrichshafen, and Magna [1][2]. - The company focuses on a "specialized, refined, distinctive, and innovative" development path, emphasizing self-reliance in core technology [2]. Group 2: Technological Advancements - The company has developed a range of products centered around needle bearings, including cylindrical roller bearings and custom bearings, showcasing its commitment to high precision and quality [2]. - Suzhou Bearing's R&D center is equipped with advanced testing facilities, where products like high-speed cylindrical roller bearings for electric drive systems have achieved domestic leading and international advanced standards [2][3]. Group 3: Production Capabilities - The company has established a comprehensive production line that integrates advanced automation and minimal human intervention, allowing for rapid production cycles and high precision [3][4]. - The new production facility for needle bearings is expected to significantly increase annual production capacity, supporting the demand for high-end applications [6]. Group 4: Market Position and Strategy - Suzhou Bearing has become a global strategic supplier for several multinational companies, maintaining a strong foothold in core automotive sectors such as steering, transmission, and braking [5]. - The company has adapted its market strategies to address challenges in international trade, focusing on domestic sales growth and leveraging its German subsidiary to meet European market demands [6][7]. Group 5: Future Development Plans - The company plans to focus on aerospace, new energy vehicles, and robotics as core R&D directions over the next 3 to 5 years, aiming to capture emerging market opportunities [8]. - Suzhou Bearing is also exploring international expansion, particularly in Southeast Asia and Europe, to enhance its global competitiveness and brand recognition [8]. Group 6: Financial Performance - In the first half of 2025, Suzhou Bearing reported a net profit of 82.56 million yuan, a year-on-year increase of 11.56%, with high-end product revenue being a key driver of growth [4].

证券日报网讯 12月17日晚间，国航远洋发布公告称，公司2025年12月15日召开2025年第八次临时股东 会，审议《关于预计2026年日常性关联交易的议案》等多项议案。 （文章来源：证券日报） ...