（文章来源：证券日报） 证券日报网讯 2月12日，中国船舶在互动平台回答投资者提问时表示，公司严格按照相关规定履行信息 披露义务，已于2026年1月30日发布了《公司2025年年度业绩预增公告》。 ...

Group 1 - Aerospace Electronics (600879) is a core listed platform of the Aerospace Science and Technology Group, focusing on aerospace electronic information systems, inertial navigation, integrated circuits, and electromechanical components. It is a leading supplier for manned lunar landing projects, providing key equipment for the Long March 10 rocket and the Dream Chaser spacecraft, with a leading market share in aerospace electronic support [1][25]. - Aerospace Power (600343) specializes in aerospace liquid propulsion systems and is a key supplier for the Long March 10 rocket's propulsion system. The company is recognized for its high-temperature and high-reliability products, suitable for manned lunar landing conditions, and is expected to see strong growth in orders as the lunar landing program progresses [2][26]. - Aerospace Engineering (603698) relies on resources from the Aerospace Science and Technology Group and is involved in system integration and launch support for manned lunar landing projects. The company is recognized as a leader in aerospace engineering contracting and is expected to expand its system integration business as demand for launch support services increases [3][27]. Group 2 - Aerospace Electromechanical (600151) focuses on special materials and energy systems for spacecraft, serving as a core supplier for the Dream Chaser and lunar probe. The company is recognized for its lightweight and high-strength products, which are essential for manned lunar missions, and is expected to see rapid growth in its aerospace support business [4][28]. - Aerospace Electrical (002025) specializes in high-end relays, connectors, and micro motors, with a market share exceeding 70% in aerospace connectors. The company is viewed as a critical supplier for manned lunar projects, with strong reliability and high technical barriers, and is expected to see increased demand as the lunar landing program advances [5][30]. - Quanxin Co., Ltd. (300447) focuses on aerospace special cables and transmission components, providing high-temperature and interference-resistant cables for lunar landing projects. The company is recognized as a leader in the aerospace cable segment, with stable orders expected to grow as demand for aerospace information technology increases [6][31]. Group 3 - Zhenhua Technology (000733) is a leading military electronics company, providing essential electronic components and power systems for spacecraft. The company is expected to see significant growth in product demand as the lunar landing program progresses, supported by its strong technical capabilities and customer resources [7][32]. - Torch Electronics (603678) specializes in ceramic capacitors and aerospace components, recognized as a core supplier for ceramic capacitors in lunar landing projects. The company is expected to see growing demand for its aerospace-grade capacitors as the lunar landing program advances [8][33]. - Guojijiang Precision (002046) focuses on aerospace special bearings and precision manufacturing equipment, with a market share exceeding 90% in high-reliability aerospace bearings. The company is expected to see strong demand for its special bearings as the lunar landing spacecraft development accelerates [9][34]. Group 4 - China Satellite (600118) is a leading satellite manufacturer under the Aerospace Science and Technology Group, providing satellite development and application services for lunar landing projects. The company is expected to see rapid growth in its satellite manufacturing and application business as demand for space-based systems increases [10][35]. - China Satcom (601698) specializes in satellite communication services, providing critical communication links for lunar landing missions. The company is recognized as a leader in satellite communication operations, with expected growth in service revenue as lunar landing tasks progress [11][36]. - Haige Communication (002465) focuses on satellite navigation and wireless communication, serving as a core supplier for navigation and communication terminals in lunar landing projects. The company is expected to see strong growth in its core business as demand for lunar landing measurement and control systems increases [12][37]. Group 5 - Beidou Xingtong (002151) is a core enterprise in the Beidou navigation industry chain, providing high-precision navigation solutions for rockets and spacecraft. The company is expected to see rapid growth in its aerospace navigation business as demand for high-precision navigation increases with the lunar landing program [13][38]. - Guangwei Composite Materials (300699) is a leading carbon fiber manufacturer, providing lightweight materials for the Long March 10 rocket and Dream Chaser. The company is expected to see growing orders for its composite materials as demand for lightweight solutions in aerospace increases [14][39]. - Guangqi Technology (002625) specializes in metamaterials and aerospace structural components, providing lightweight and radiation-resistant parts for spacecraft. The company is expected to see increasing demand for its metamaterial solutions as the lunar landing program progresses [15][40]. Group 6 - Steel Research High-Nickel (300034) focuses on high-temperature alloys and aerospace special alloys, providing critical materials for rocket engines. The company is expected to see strong demand for its high-temperature alloys as the lunar landing rocket production accelerates [16][41]. - Western Materials (002149) specializes in titanium alloys and rare metal composite materials, providing lightweight components for lunar landing vehicles. The company is expected to see growing demand for its special materials as the lunar landing spacecraft development accelerates [17][42]. - Hailanxin (300065) focuses on marine electronic information and aerospace recovery measurement and control systems, providing critical support for lunar landing return missions. The company is expected to see rapid growth in its measurement and control business as lunar landing return tasks are implemented [18][43]. Group 7 - Jieli Rigging (002342) specializes in special rigging and lifting equipment, providing critical components for the safe recovery of lunar landing rockets. The company is expected to see increasing demand for its special rigging solutions as the technology for reusable rockets becomes more prevalent [19][44]. - China Shipbuilding (600150) is a leading shipbuilding company, focusing on the construction of marine recovery platforms for lunar landing missions. The company is expected to see continued growth in its recovery platform construction business as lunar landing tasks progress [20][45]. - Chaojie Co., Ltd. (301005) specializes in high-strength fasteners and precision structural components, providing critical fasteners for rockets and spacecraft. The company is expected to see growing demand for its fasteners as the lunar landing program moves into mass production [21][46]. - Yingliu Co., Ltd. (603308) focuses on high-temperature alloy castings and aerospace precision components, providing critical parts for rocket engines. The company is expected to see strong demand for its core components as the lunar landing rocket production accelerates [22][47].

2月10日，中国船舶盘中上涨2.02%，截至13:43，报34.78元/股，成交20.93亿元，换手率1.00%，总市值 2617.41亿元。 资金流向方面，主力资金净流入2.61亿元，特大单买入4.77亿元，占比22.79%，卖出2.93亿元，占比 13.98%；大单买入6.18亿元，占比29.50%，卖出5.41亿元，占比25.86%。 分红方面，中国船舶A股上市后累计派现53.10亿元。近三年，累计派现21.02亿元。 机构持仓方面，截止2025年9月30日，中国船舶十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1.53亿股，相比上期减少722.85万股。华夏上证50ETF（510050）位居第六大流通股东， 持股8621.99万股，相比上期增加4236.52万股。华泰柏瑞沪深300ETF（510300）位居第七大流通股东， 持股7202.90万股，相比上期增加3224.93万股。易方达沪深300ETF（510310）位居第八大流通股东，持 股5549.82万股，相比上期增加2710.25万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 ...

the May 0 " 0 a 1 1999 . 2時到了 t xxxxxx e and and 115 15 . 80 C 0.8 o . 管生产必须管安全 2025年7月3日上午，中国船舶集团有限公司旗下武昌造船，某船台安全通道附近。 正在进行例行巡检的船舶总装部船台车间生产调度员杨华，突然发现船台现场的一座门架出了问题。 "门架支撑连接位置的箱型梁下底板已经变形了，大概倾斜到八十度左右的样子，"杨华回忆，"当时那个门架存放着一艘船的分段，旁边就是安全通道，一 旦（门架）垮了，很容易砸到人。" 虽然工作主责是生产计划的安排调度，但在杨华看来，安全生产是自己毫无疑问的责任："按照安全生产'三管三必须'原则，管生产必须管安全，这个永远 不能忘。"事出突然，他立即找来路锥，在现场拉起警戒线，并第一时间通过中船集团"隐患随手拍"小程序进行了上报。 "老实说，我当时并不清楚可能造成多大损失，就知道有隐患、可能伤到人，而有隐患的事儿得赶紧上报，"杨华说，"这次没处理，也许不会马上出事；但 如果一直不处理，分段垮塌是迟早的、必然的。" 这件事本身"来得快，去得快"，杨华并没当回事。但随着近期多家媒体以"员工多看一眼，挽 ...

Core Viewpoint - Deep-sea technology is crucial for transforming potential resource advantages into real productivity, playing a significant role in economic development and ensuring national resource security [1][5]. Group 1: Definition and System of Deep-Sea Technology - Deep-sea technology refers to a series of scientific technologies and equipment systems used for exploring, researching, and developing deep-sea resources, typically below 200 meters [1]. - The essence of deep-sea technology lies in systematic technological innovation, transforming the deep sea from a cognitive blank area into a sustainable development space [2]. - The internal system of deep-sea technology includes three core dimensions: scientific cognition, engineering technology, and industrial application, which support and develop together with policy evolution [2]. Group 2: Current Development Status of Deep-Sea Technology - The deep sea is increasingly recognized as a strategic space for ensuring national resource security as land resources deplete [4]. - China's marine economy has shown strong growth, with an estimated marine economic output of approximately 5.1 trillion yuan in the first half of 2025, reflecting a year-on-year increase of about 5.8% [4]. - The rapid development of deep-sea technology in China over the past decade is unprecedented domestically and considered a miracle in international technological history [5]. Group 3: Market Size and Growth Projections - The market size of China's deep-sea technology is projected to be approximately 2.7 trillion yuan by 2025, with an expected increase to about 2.92 trillion yuan by 2026 [5]. Group 4: Industry Chain of Deep-Sea Technology - The deep-sea technology industry chain consists of a complete structure from upstream raw materials and components to midstream equipment manufacturing and downstream diverse applications [6]. - Upstream includes key raw materials like titanium alloys and special steel, while midstream focuses on deep-sea detection and operational equipment manufacturing [6]. Group 5: Development Environment and Policies - The deep-sea technology sector is receiving significant attention and support from the government, with multiple policies encouraging its development and innovation [6]. - The 2025 Government Work Report explicitly mentions promoting deep-sea technology as a new emerging industry [6]. Group 6: Competitive Landscape - Major companies in the deep-sea technology sector include China CRRC, China Shipbuilding, and Zhenhua Heavy Industries, focusing on deep-sea detection, resource development, and comprehensive systems [7]. - China CRRC has established a presence in the deep-sea robotics sector and reported revenues of approximately 183.87 billion yuan in the first three quarters of 2025 [8]. - Zhenhua Heavy Industries has made significant advancements in intelligent marine engineering equipment, achieving revenues of about 34.46 billion yuan in 2024, with a year-on-year growth of 4.62% [9]. Group 7: Development Strategies - The development of deep-sea technology is a strategic choice for China to overcome resource constraints and expand development space, contributing to the goal of building a marine power and sustainable development [10]. - The industry is expected to evolve towards interdisciplinary integration, collaborative efficiency across the entire chain, and participation in global governance [10].

会议以"现场+视频"形式召开。中船集团总部各部门负责人在主会场参会，各二级管理单位主要负责人 及安全生产、安全保密、安全保卫分管负责人及相关部门负责人在分会场参加会议。 | 责 编：周 芒 | 一 审：高红梅 | 二 审：项 丽 | 三 审：甘丰录 | 来 源：集团公司质量安全环保部 王国强强调，各级领导干部必须站在践行"两个维护"的高度，始终把"人民至上、生命至上"刻在心里， 以"时时放心不下"的责任感和"事事心中有底"的行动力，为集团"十五五"开局筑牢安全基础。一要提高 政治站位，充分认识安全生产、安全保密、安全保卫的极端重要性；二要狠抓工作落实，全面贯彻落实 上级机关有关会议、文件精神；三要开展"五个一"行动，筑牢春节前后安全防线；四要狠抓"三识"教 育，提升"四防"能力，增强全员安全保密、安全保卫意识，做好安全保卫和信访维稳各项工作。 2月9日，中国船舶集团有限公司召开安全工作专题部署会议。中船集团党组副书记、董事、总经理王国 强出席会议并讲话。党组成员、副总经理赵同宾传达了中央企业安全生产工作视频会议精神、全国保密 工作会议精神、相关安全保卫工作会议精神和国务院国资委、国防科工局有关文件精神。 王国 ...

Core Viewpoint - The report highlights the growth and competitive landscape of China's metal shipbuilding industry, projecting a positive outlook for the sector from 2026 to 2032 based on recent production data and market analysis [1] Group 1: Industry Overview - In December 2025, China's production of civil steel ships reached 3.77 million deadweight tons, marking a year-on-year increase of 4.1% [1] - The cumulative production of civil steel ships in China for the entire year of 2025 was 52.295 million deadweight tons, reflecting a cumulative growth of 18.2% [1] Group 2: Companies Involved - Listed companies in the sector include China Shipbuilding (600150), China Heavy Industry (601989), China Ship Defense (600685), China Power (600482), Yaxing Anchor Chain (601890), China Ship Technology (600072), Hailanxin (300065), China Ship Han Guang (300847), Jianglong Shipbuilding (300589), and Tianhai Defense (300008) [1] Group 3: Research and Consulting - The report is published by Zhiyan Consulting, a leading industry consulting firm in China, which specializes in providing in-depth industry research reports, business plans, feasibility studies, and customized services [1]

Group 1 - Wuhan is experiencing a golden period of development, characterized by a combination of strategic advantages, high technology, good guarantees, low costs, broad markets, and excellent support systems [2][3] - The city aims to leverage urban renewal to drive technological innovation, industrial revitalization, and governance reform, with a focus on becoming a national central city and building a modernized Wuhan [2] - The collaboration between China Shipbuilding Group and Wuhan is expected to deepen in areas such as green intelligent ships, integrated circuits, low-altitude economy, quantum technology, and new energy storage [3] Group 2 - China Shipbuilding Group views Wuhan as a significant research and manufacturing base due to its strategic advantages, rich talent resources, innovative vitality, and solid industrial foundation [6] - The group plans to increase investment in Wuhan and enhance cooperation to contribute to the construction of a modernized Wuhan [6] - Key leaders from both China Shipbuilding Group and Wuhan city participated in the meeting, indicating strong support for the partnership [6]

Group 1 - The core message of the event was to celebrate the achievements of China Shipbuilding Group in 2025 and to express gratitude to retired leaders for their support [3] - The company highlighted that 2025 was a challenging year, yet it managed to achieve stable and improved economic indicators while completing the goals set in the 14th Five-Year Plan [3] - The leadership encouraged retired leaders to continue contributing their wisdom and expertise to help the company accelerate its development into a world-class shipbuilding group [3] Group 2 - The event included a presentation of the 2025 annual work report and a cultural performance by students from the National University of Elderly and the China Shipbuilding Industry Elderly University [5]

Group 1 - The core viewpoint of the meeting is to enhance collaboration between China Shipbuilding Group and Wuhan to support national strategies and promote high-quality economic and social development in the region [2][3][4] - China Shipbuilding Group is committed to becoming a world-class shipbuilding enterprise and recognizes Wuhan as a key area for investment and innovation development [3][4] - The meeting emphasized the importance of deepening cooperation in various fields, including green intelligent ships, integrated circuits, low-altitude economy, quantum technology, and new energy storage [4] Group 2 - The leadership of China Shipbuilding Group expressed gratitude for the support from Wuhan's municipal government and highlighted the company's ongoing projects and business development in the city [3] - Wuhan is focused on becoming a national central city and aims to create a modernized urban environment, which aligns with the strategic goals of China Shipbuilding Group [4] - Both parties agreed to enhance the sharing of innovation platforms and accelerate the transformation of technological achievements to foster high-quality project construction [3][4]