China Coastal Defense (600764) 2023 Annual Report and 2024 Quarterly Report Review: Short-term Performance Under Pressure, Hydroacoustic Electronic Defense Improves Long-term

Incident: The company released the 2023 annual report and the first quarter report of 2024. In 2023, the company achieved revenue of 3,592 billion yuan, -16.31% year-on-year, and net profit of 309 million yuan, year-on-year.

西部證券Apr 30 20:36

China Ship Leasing: Accumulated new loans at the end of 2023 accounted for 30.45% of net assets at the end of the previous year

China Shipbuilding Group (Hong Kong) Shipping Leasing Co., Ltd. announced that the Company's consolidated net assets as of December 31, 2023 were HK$12.830 billion and a loan balance of HK$31.333 billion. The Company's consolidated net assets as at 31 December 2022 were HK$11.642 billion, with a loan balance of HK$27.788 billion. As of the end of 2023, there were additional loans of HK$3,545 billion compared to the end of the previous year. The cumulative new loans accounted for 30.45% of net assets at the end of the previous year.

Zhitong FinanceApr 30 19:36

China Shipbuilding Technology (600072.SH): Does not involve assembly shipbuilding business

Gelonghui, April 30丨China Shipbuilding Technology (600072.SH) said on the investor interactive platform that the company's business does not involve assembly and shipbuilding business; the ship supporting business mainly includes marine hatch covers, stern passages, side channels, ramps, container lashing systems, etc.

Gelonghui FinanceApr 30 17:23

Tianhai Defense (300008.SZ): The main business is the three major business segments of shipbuilding and marine engineering, defense equipment and energy business

Gelonghui, April 30 | Tianhai Defense (300008.SZ) said on the investor interactive platform that the company's main business is the three major business segments of shipbuilding and maritime engineering, defense equipment and energy business. The company has long been concerned about and actively invested in the application of new energy in the marine business, and has designed and built a number of new energy ships such as methanol, LNG, and lithium batteries.

Gelonghui FinanceApr 30 15:34

China Merchants Securities: The signing of an LNG ship order between Shanghai and China is expected to drive future performance growth of domestic shipyards

A single historic order was placed in East China, indicating that China's shipbuilding industry has made outstanding technological progress in the LNG carrier, a high-cost, high-quality ship type.

Zhitong FinanceApr 30 15:05

China Shipbuilding Defense (600685): The inflection point of Q4 deducting non-profits and improving performance is approaching

Core view: Q1 deducted non-net profit of about 25 million, and for the first time in the past ten years, the first quarter deducted non-net performance correction. The company released its 2024 quarterly report. In 24Q1, the company achieved revenue of 2,807 billion yuan, +47.82 billion yuan over the same period last year

廣發證券Apr 30 11:56