国金证券此前发布研报称，中国船舶租赁船队组合具备多元化、高价值、年轻化等特点。截至25H1 末，公司船队规模达143艘，包括121艘运营及22艘在建。从类型来看，海上清洁能源装备、集装箱船、 液货船、散货船、特种船合同金额占比分别约为14.7%/17.4%/23.1%/23.1%/21.7%。根据克拉克森数 据，中国航运租赁公司中覆盖所有船型的公司仅4家，公司是其中之一。 消息面上，25年底开始，韩国长锦商船通过买入二手船+期租锁定运力一跃成为全球最大VLCC经营 商。此外，霍尔木兹海峡相关的风险溢价持续攀升，春节假期VLCC运价持续上涨，创近10年最高水 平，一年期VLCC期租价格也继续涨至9.25万美元/天，周环比+28.5%。 智通财经APP获悉，中国船舶租赁(03877)午前涨超5%，截至发稿，涨5.56%，报2.47港元，成交额1.04 亿港元。 ...

2025年，我国造船业三大指标继续领跑全球——全球船东看向中国 数据来源：中国船舶工业行业协会 2025年，中国造船业再次交出了一份亮眼的成绩单：造船业三大指标继续领跑全球，连续16年保持世界 第一。 工业和信息化部近日发布的数据显示，2025年，中国全年造船完工量5369万载重吨，占世界总量的 56.1%；新接订单量10782万载重吨，占世界总量的69.0%；手持订单量27442万载重吨，占世界总量的 66.8%，再创新高。这不仅是一组亮眼的贸易数据，更是中国制造业深度融入全球产业分工、服务世界 经济的生动写照。从"造船大国"到"服务全球"，中国造船业正以开放的姿态，为全球航运业提供着不可 或缺的"中国动力"。 近九成船舶出口 2025年，从欧洲到东南亚，从北美到中东，国际船东纷纷将订单投向中国船厂。 中船集团广船国际为新加坡EPS建造的11.1万吨大型液化天然气（LNG）双燃料原油/成品油船首制 船"ATLANTIC PEARL"号签字交船；山船重工为希腊Dynacom公司建造的11.5万吨冰区加强型成品油轮 与为Arcadia公司建造的首艘11.5万吨原油轮近日同步开工；希腊船东Danaos和德国船东A ...

据交易所数据显示，截至2月24日开盘一小时，主力资金流入前20的股票分别为： 中际旭创（16.27亿元）、 华工科技（11.88亿元）、 中国中铁（10.39亿 元）、 沪电股份（6.78亿元）、 湖南白银（6.73亿元）、 润泽科技（6.44亿元）、 协鑫集成（5.92亿元）、 再升科技（5.92亿元）、 天孚通信（5.87亿 元）、 保变电气（5.56亿元）、 中国船舶（5.50亿元）、 永鼎股份（5.40亿元）、 胜宏科技（5.20亿元）、 新易盛（4.34亿元）、 北京君正（4.15亿元）、 特变电工（4.06亿元）、 洲际油气（4.04亿元）、 金风科技（4.02亿元）、 太极实业（3.92亿元）、 深南电路（3.82亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 中际旭创 | 5.27 | 16.27亿元 | 通信 | | 华工科技 | 10 | 11.88亿元 | 机械设备 | | 中国中铁 | 10 | 10.39亿元 | 建筑装饰 | | 沪电股份 | 4.5 | 6.78亿元 | 电子 | | 湖南白银 ...

转自：人民日报 在位于江苏省泰州市高港区的泰州三福船舶工程有限公司生产基地，多艘大型船舶正在建造中。周社根 摄（人民视觉） 数据来源：中国船舶工业行业协会 2025年，中国造船业再次交出了一份亮眼的成绩单：造船业三大指标继续领跑全球，连续16年保持世界 第一。 工业和信息化部近日发布的数据显示，2025年，中国全年造船完工量5369万载重吨，占世界总量的 56.1%；新接订单量10782万载重吨，占世界总量的69.0%；手持订单量27442万载重吨，占世界总量的 66.8%，再创新高。这不仅是一组亮眼的贸易数据，更是中国制造业深度融入全球产业分工、服务世界 经济的生动写照。从"造船大国"到"服务全球"，中国造船业正以开放的姿态，为全球航运业提供着不可 或缺的"中国动力"。 在江西省九江市都昌县造船总厂船舶制造工地，工人进行刷漆作业。傅建斌摄（新华社发） 近日，由中国船舶集团青岛北海造船有限公司建造的31.9万吨氨预留超大型原油船"EBURONES"轮从山 东青岛启航。该船是北海造船为比利时EURONAV公司建造的第二艘超大型原油船。张进刚摄（新华社 发） 近九成船舶出口 2025年，从欧洲到东南亚，从北美到中 ...

Investment Rating - The report maintains a positive outlook on the shipping industry, particularly focusing on oil transportation and shipbuilding sectors, recommending stocks such as ST Songfa and China Merchants Energy [4]. Core Insights - The report highlights a strong performance in oil shipping, with VLCC TCE rates rising by 24% to $146,385 per day, and a significant increase in demand leading to higher freight rates [4]. - The global energy chain's valuation is on the rise, driven by long-term capacity utilization and mid-cycle profit expectations, suggesting a favorable environment for shipping rates [4]. - The report emphasizes the resilience of the dry bulk market, with the BDI index recording a slight increase of 1.19% to 2,043 points, indicating stable demand despite seasonal fluctuations [5]. Summary by Sections Shipping Market Performance - The shipping index decreased by 1.41%, underperforming the CSI 300 index by 1.77 percentage points, with the aviation sector experiencing the largest decline at -5.16% [5]. - The report notes that the coastal dry bulk freight index in China fell by 1.76%, while the Baltic Dry Index increased by 1.19% [5]. Oil Transportation - VLCC rates reached a new high of approximately $160,000 per day during the Spring Festival, with expectations for continued strength in the coming weeks [4]. - The report indicates that the average VLCC freight rate increased by 23% week-on-week, reaching $149,564 per day, reflecting tight capacity and strong demand [4]. Dry Bulk Market - The report mentions that the Capesize freight rate decreased by 4.1%, while the Panamax index showed resilience with a 3.5% increase [4]. - The report anticipates that post-holiday demand recovery will be crucial for the dry bulk market, particularly in iron ore shipments [4]. Air Transportation - The report suggests that the airline industry is at a turning point, with potential for significant profit growth due to increased passenger volumes and operational efficiencies [4]. - Airlines such as China Eastern Airlines and Spring Airlines are highlighted as key players to watch in this sector [4]. Express Delivery - The report notes uncertainties in the express delivery sector due to fluctuating demand and competitive pressures, but highlights the strong market position of leading companies like ZTO Express and YTO Express [4]. Rail and Road Transportation - Rail freight volumes and highway truck traffic are reported to be resilient, with the Ministry of Transport data showing a slight decrease in freight volume but overall stability [4]. - The report identifies two main investment themes in the highway sector: high dividend yields and potential value recovery in undervalued stocks [4].

Group 1 - In 2025, China's foreign trade showed strong resilience, with total exports reaching a historical high, growing by 5.5% year-on-year, despite a complex external environment [1][57] - China's trade surplus exceeded $1 trillion for the first time, marking a significant increase of 19.8% year-on-year [1][57] - The net export of goods and services contributed 1.64 percentage points to GDP growth, the second-highest level since 2007, only behind 2021 [3] Group 2 - The diversification of external demand has strengthened, with emerging markets compensating for the decline in exports to the US, which fell by 19.79% year-on-year [6] - Exports to ASEAN, Africa, and the Middle East saw significant growth rates of 25.9%, 13.64%, and 9.7% respectively, contributing positively to the overall export scale [6] - The share of US exports in China's total exports decreased by 3.53 percentage points to 11.15% [6] Group 3 - The product structure of China's foreign trade is shifting towards higher value chains, with high-end products like electrical machinery, machinery, automobiles, and ships being the main export drivers [8] - Traditional light industrial products such as furniture and toys have seen a decline in export scale due to tariff friction and industrial chain relocation [8] Group 4 - The restructuring of global supply chains is creating significant opportunities for Chinese companies, with a notable increase in the number of Chinese enterprises establishing production capacities abroad, reaching 229 in 2025, nearly doubling from 2024 [18] - ASEAN, Mexico, and India are the primary destinations for Chinese production capacity outflows, with ASEAN covering a wide range of industries [18] Group 5 - The AI expansion cycle is a core focus in the Chinese capital market, with significant growth expected in AI computing hardware, supported by macro investment scales and healthy balance sheets of major tech companies [29][30] - The capital expenditure of major cloud service providers is projected to increase significantly, reflecting strong demand for AI computing [35] Group 6 - Cultural and technological value output is becoming a major trend for Chinese enterprises going abroad, with significant growth in IP exports and innovative products in sectors like gaming and new dining [39][41] - The Chinese innovative pharmaceutical sector is increasingly integrated into the global supply chain, with more products commercialized in the US and Europe [41] Group 7 - Key sectors with strong overseas expansion opportunities in 2026 include new energy (batteries, grid equipment), machinery, TMT (technology, media, telecommunications), and innovative pharmaceuticals [46] - The gaming industry is also highlighted for its potential, with significant overseas revenue growth expected [49]

格隆汇2月16日丨根据联交所最新权益披露资料显示，2026年2月9日，中国船舶租赁(03877.HK)获JPMorgan Chase & Co.以每股均价2.1798港元增持好仓 1023.73万股，涉资约2231.52万港元。 | 麦格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期相 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 股份或信 | | | 語參閱 上犹 · | 有投票權发(目 / 月 / 年) | | | | | | | | | 行 = 2 0 0 7 | | | | | | | | | 96 | | CS20260212E00536 | JPMorgan Chase & Co. | 1001(L) | | 10,237,289(L) | HKD 2.1798 | 317.271.740(L) | 5.11(L)09/02/2026 | | | | 1403(S) | | 200.000(S) | | 286, ...

证券代码：600764 股票简称：中国海防 编号：临2026-004 中国船舶重工集团海洋防务与信息对抗股份有限公司 第九届董事会第四十一次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 2026年2月12日，中国船舶重工集团海洋防务与信息对抗股份有限公司（以下简称"公司"）第九届董事 会第四十一次会议以现场结合通讯方式召开，会议通知及材料及时送达全体董事。本次会议由公司董事 长陈远锦先生主持，应出席会议董事7名，实际参会董事7名。本次董事会会议的召开符合《中华人民共 和国公司法》和《中国船舶重工集团海洋防务与信息对抗股份有限公司章程》有关规定。本次会议经与 会董事认真讨论，投票表决，形成如下决议： 一、审议通过《关于公司董事会换届选举的议案》 同意陈远锦先生、王松岩先生、马晓民先生、朱宏光先生、夏军成先生为公司第十届董事会董事候选 人；夏鹏先生、郑震捷先生、李成林先生为公司第十届董事会独立董事候选人，任期至第十届董事会届 满。（简历附后） 表决结果：同意7票，反对0票，弃权0票。 本议案已经公司董事会提名委员会 ...

路漫漫、影行行，一路向南，春城启航赴山海云，岭飞歌连血脉，傣乡起舞共华章． 雄赳赳、气昂昂，一路向北，冰城研学寻初心，白山黑水铸忠魂，满韵清风淬筋骨． 2026年2月2日—8日，百余名船舶少年分赴彩云之南和北国冰城，以昆明—西双版纳营和大连—哈尔滨营两条线路，完成7天的研学之旅，采用 现场参访、科普报告、非遗手工、才艺表演、知识竞答等多元形式，让船舶少年们在行走的课堂中解锁新知，收获兼具深度与温度的成长体 验。 此次研学的昆明—西双版纳营，是中国船舶集团有限公司综合技术经济研究院落实集团公司与云南省西双版纳州勐腊县帮扶合作有关工作部 署，特别策划的研学线路。中船综合院下属中船文化科技（北京）有限公司副总经理余春江介绍，这一研学线路是与昆船公司、七五〇试验场 及西双版纳州文旅集团、勐腊县文旅局等单位多次研究制定的，既融合了军工科技、自然生态、民族文化等三大主题，也是"研学+文旅+帮 扶"的一次创新尝试。 位于西南边陲的云南与驰骋深蓝的中船集团之间，早已结下深厚情缘。自2002年起，中船集团便对云南省鹤庆县、勐腊县、丘北县展开持续对 口帮扶，二十余载风雨兼程，情系边疆。昆船公司、七五〇试验场等集团所属单位，亦深耕 ...

Group 1 - The core message of the news is that China Shipbuilding Group Co., Ltd. leadership visited various locations to extend New Year greetings and express care for retired leaders, academicians, and frontline workers, emphasizing the importance of their contributions to the company's development [1][2] - During the visits, the leadership inquired about the health and living conditions of the retired leaders and shared updates on the company's progress towards its 2025 goals, encouraging continued support for the group's initiatives [1] - The leadership highlighted the value of academicians as national treasures and called for the promotion of scientific spirit to contribute to the high-quality sustainable development of the company during the "14th Five-Year Plan" [1] Group 2 - The recipients of the visits expressed their commitment to the group's development and pledged to continue embodying the spirit of China Shipbuilding, contributing their wisdom and efforts towards building a world-class shipbuilding group [2] - There was a collective hope that China Shipbuilding Group would achieve new successes in the "14th Five-Year Plan" and make significant contributions to the implementation of major national strategies [2] - Headquarters departments and relevant secondary management unit leaders accompanied the leadership during the visits, indicating a structured approach to employee engagement and support [2]