Market Overview - The three major indices collectively declined on the last trading day of the lunar year, with the Shanghai Composite Index falling by 1.26% to below 4100 points, the Shenzhen Component Index down by 1.28%, and the ChiNext Index down by 1.57% [3] - However, for the entire year, major indices saw significant gains, with the Shanghai Composite Index up by 25.28%, the Shenzhen Component Index up by 38.84%, and the ChiNext Index up by 58.73% [4] Industry Highlights Military Equipment Sector - The military equipment sector showed resilience, with stocks like Andavere hitting a 20% limit up, and other companies such as Aviation Power and Yaxing Anchor Chain also reaching their limit up [6] - Recent developments include the successful first flight of China's first electric vertical takeoff and landing aircraft, led by the China Aerospace Science and Technology Corporation [8] - Analysts suggest that the increasing complexity of the international environment necessitates advanced military equipment, indicating a long-term positive outlook for the military industry [9] AI Sector - Despite a downturn in the Hong Kong market, several AI concept stocks surged, with Zhizhu rising over 140% this week [10][11] - The launch of new AI models coinciding with the Lunar New Year is expected to attract significant consumer interest, marking a competitive "Spring Festival release season" [13] - The global AI agent market is rapidly expanding, with notable projects like OpenClaw gaining traction, indicating a shift towards more capable execution-type AI [13] Precious Metals Sector - The precious metals sector experienced a sharp decline, with significant drops in gold and silver prices, attributed to geopolitical factors and market volatility [15][16] - Recent reports indicate that algorithmic trading may have exacerbated the sell-off in precious metals, with profit-taking and margin calls contributing to the downturn [18]

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]

近日，江龙船艇（股票代码：300589）承建的温州市600吨级渔政执法船"中国渔政33069"顺利吉水，与此同时，为宁波象山县韭山列岛国家级自然保护区 量身打造的200吨级海洋巡护船"中国渔政33233"正式交付。两艘不同吨位、不同定位的渔政执法船相继落地，既是江龙船艇深耕渔政执法船细分领域、彰 显精湛建造技艺的生动实践，更是其践行海洋强国战略、助力海洋经济高质量发展的具体行动，为浙江省乃至全国海洋生态保护、渔业秩序规范和海洋权 益维护注入强劲装备动能，为海洋强国建设筑牢装备根基。 温州市600吨级渔政执法船"中国渔政33069"吉水 为强化应急处置能力，船舶专门配备2艘航速40节的铝合金工作艇，可快速响应海上突发救援任务。同时，该船集成导航、机舱自动化和综合监控网络于 一体，打造成为可联动岸基、船基的联合执法指挥中心，能够高效完成海上监督检查、渔业生产秩序维护、海难救助、违规船舶登临紧追，以及排污船只 现场取证等多项任务，为保护海洋资源、维护海洋权益提供坚实装备支撑，助力浙江省海洋经济高质量发展。 象山县200吨级海洋巡护船"中国渔政33233"交付 "中国渔政33233"是江龙船艇为象山县韭山列岛国家级自 ...

证券之星消息，2月4日航海装备板块较上一交易日上涨1.5%，江龙船艇领涨。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。航海装备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600150 | 中国船舶 | | 1.02 Z | 2.63% | -254.59万 | -0.07% | -9964.76万 | -2.56% | | 300589 | 江龙船艇 | | 8204.92万 | 9.09% | -1994.64万 | -2.21% | -6210.28万 | -6.88% | | 600764 | 中国海防 | | 384.31万 | 1.48% | -450.16万 | -1.73% | 65.86万 | 0.25% | | 300600 | 国瑞科技 | | -235.86万 | -2.19% | -83.29万 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300065 | 海兰信 | 4.36 Z | 11.84% | -6940.52万 | -1.88% | -3.6714 | -9.95% | | 300589 江龙船艇 | | 34.37万 | 0.09% | 915.82万 | 2.38% | -950.19万 | -2.47% | | 300600 | 国瑞科技 | -567.88万 | -6.85% | 117.68万 | 1.42% | - 450.20万 | 5.43% | | 300810 | 出典求日 | -817.36万 | -5.83% | -9373.00 | -0.01% | 818.30万 | 5.84% | | 601890 亚星锚链 | | -1773.83万 | -4.95% | -1051.70万 | -2.93% | 2825.53万 | 7.88% | | 600764 | 中 ...

Market Overview - The marine equipment sector experienced a decline of 0.57% on January 28, with Hailanxin leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Individual Stock Performance - Jianglong Shipbuilding (300589) closed at 18.12, with an increase of 0.89% and a trading volume of 289,400 shares, totaling a transaction value of 529 million yuan [1] - Zhongke Haixun (300810) closed at 41.30, up 0.58%, with a trading volume of 44,700 shares and a transaction value of 184 million yuan [1] - China Shipbuilding (600150) closed at 34.69, down 0.60%, with a trading volume of 953,400 shares and a transaction value of 3.335 billion yuan [1] - Hailanxin (300065) closed at 23.05, down 1.58%, with a trading volume of 600,600 shares and a transaction value of 1.379 billion yuan [1] Capital Flow Analysis - The marine equipment sector saw a net inflow of 74.16 million yuan from institutional investors, while retail investors experienced a net outflow of 32.28 million yuan [1] - China Shipbuilding (600150) had a net inflow of 1.88 billion yuan from institutional investors, but a net outflow of 134 million yuan from retail investors [2] - Jianglong Shipbuilding (300589) recorded a net inflow of 26.14 million yuan from institutional investors and a net outflow of 59.44 million yuan from retail investors [2] - Hailanxin (300065) faced a significant net outflow of 920.08 million yuan from institutional investors, while retail investors had a net inflow of 89.72 million yuan [2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300810 | 中积海讯 | 41.06 | 3.92% | 5.91万 | 2.40亿 | | 600764 | 中国海防 | 28.57 | -0.49% | 8.03万 | 2.28亿 | | 600685 | 中船防务 | 33.15 | -0.72% | 17.77万 | 5.84亿 | | 300600 | 国瑞科技 | 14.44 | -0.76% | 6.36万 | 9081.09万 | | 601890 | 亚星锚链 | 10.86 | -0.82% | 37.65万 | 4.06亿 | | 300065 | 海兰信 | 23.42 | -0.97% | 63.22万 | 14.72亿 | | 600150 | 中国船舶 | 34.90 | -1.25% | 68.57万 | 24.02亿 | | 300008 | 天海防务 | 8.68 | -1.48% | 113.22万 | 9.79亿 | | 300589 | 江龙船艇 ...

江龙船艇1月26日公告，预计2025年营业收入7.2亿元，同比下降约58.36%；预计归属母公司净利润亏损 9000万元–1.2亿元，上年同期盈利1124.78万元。 江龙船艇1月26日公告，预计2025年营业收入7.2亿元，同比下降约58.36%；预计归属母公司净利润亏损 9000万元–1.2亿元，上年同期盈利1124.78万元。 ...

证券之星消息，1月26日航海装备板块较上一交易日下跌0.91%，江龙船艇领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。航海装备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600150 | 中国船舶 | 4299.63万 | 1.23% | -2796.30万 | -0.80% | -1503.33万 | -0.43% | | 601890 | 亚曼锚链 | 2220.42万 | 4.52% | 2970.11万 | 6.04% | -5190.53万 | -10.56% | | 300008 天海防务 | | 64.02万 | 0.05% | 2159.14万 | 1.84% | -2223.16万 | -1.89% | | 300810 中科海讯 | | -745.72万 | -5.09% | -481.75万 | -3.29% ...

格隆汇1月26日丨江龙船艇(300589.SZ)公布，预计2025年亏损9,000万元–12,000万元，同比转亏，扣非 亏损8,500万元–11,500万元。公司2025年营业收入预计7.20亿元，较2024年营业收入17.29亿元，同比下 降约58.36%，预计净利润为负值。主要原因系受结算收入下降、特殊批量公务船项目审价及延期违 约、参股子公司澳龙船艇亏损等影响。导致2025年营业收入同比下降，净利润下滑。 ...