📮항해일지 2025.12.11. (목)
<운임>
벌크선, BDI: 2,430.0p (DoD -127.0p, Ytd +185%)
컨테이너선, SCFI: 1,397.6p (WoW -5.5p, Ytd -43%)
탱커, VLCC: 102.2WS (WoW -5.0p, Ytd +125%)
LNG 운임: 98.5p (DoD -11.5p, Ytd +328%)
<신조선가>
신조선가: 184.4p (WoW +0.1p, Ytd -2.5%)
<뉴스>
- 방미 외교2차관 "美측에 '농축·재처리' 조속 실행 요구할 것"(연합뉴스)
- [통합 현대중공업 출범]⑤바뀌지 않은 배당정책 행보 배경은(블로터)
- Venture Global, Shell의 중재 판정 불복 소송에 정면 반박(Upstream)
- Everllence, 소형 엔진에서 에탄올 연료 시험 성공(TradeWinds)
- 북유럽, 해운 탈탄소화 ‘Nordic Roadmap’ 2단계 착수(TradeWinds)
- 모로코, 2027년 첫 FSRU 도입 추진(TradeWinds)
자료: https://zrr.kr/3cfHol
* 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다.
* 메리츠 조선/기계 개별 텔레그램 링크: https://news.1rj.ru/str/meritzbae
<운임>
벌크선, BDI: 2,430.0p (DoD -127.0p, Ytd +185%)
컨테이너선, SCFI: 1,397.6p (WoW -5.5p, Ytd -43%)
탱커, VLCC: 102.2WS (WoW -5.0p, Ytd +125%)
LNG 운임: 98.5p (DoD -11.5p, Ytd +328%)
<신조선가>
신조선가: 184.4p (WoW +0.1p, Ytd -2.5%)
<뉴스>
- 방미 외교2차관 "美측에 '농축·재처리' 조속 실행 요구할 것"(연합뉴스)
- [통합 현대중공업 출범]⑤바뀌지 않은 배당정책 행보 배경은(블로터)
- Venture Global, Shell의 중재 판정 불복 소송에 정면 반박(Upstream)
- Everllence, 소형 엔진에서 에탄올 연료 시험 성공(TradeWinds)
- 북유럽, 해운 탈탄소화 ‘Nordic Roadmap’ 2단계 착수(TradeWinds)
- 모로코, 2027년 첫 FSRU 도입 추진(TradeWinds)
자료: https://zrr.kr/3cfHol
* 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다.
* 메리츠 조선/기계 개별 텔레그램 링크: https://news.1rj.ru/str/meritzbae
Forwarded from 공시정보알림
📮항해일지 2025.12.12. (금)
<운임>
벌크선, BDI: 2,294.0p (DoD -136.0p, Ytd +130%)
컨테이너선, SCFI: 1,397.6p (WoW -5.5p, Ytd -43%)
탱커, VLCC: 102.2WS (WoW -5.0p, Ytd +125%)
LNG 운임: 98.5p (DoD -11.5p, Ytd +328%)
<신조선가>
신조선가: 184.4p (WoW +0.1p, Ytd -2.5%)
<뉴스>
- Knutsen, Equinor LNG 신조 사업 우선협상 선주로 거론(TradeWinds)
- 마스가 군불 때는 한화, 美 필리 조선소 현지 인력 채용 속도(ZDNet Korea)
- 한화오션 찾은 퀘벡 주정부, 독일 TKMS도 만난다…캐나다 잠수함 사업 열기 고조(더구루)
- Wood, 미국 Rio Grande LNG와 10년 유지보수 계약 체결(Upstream)
- 중국 LNG 수요 둔화…글로벌 공급 증대로 아시아 흡수력 한계 전망(TradeWinds)
- 미국, 첫 VLCC 억류 후 제재 선박 30척 추가 압류 위험 고조(TradeWinds)
자료: https://buly.kr/6Msl8bh
* 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다.
* 메리츠 조선/기계 개별 텔레그램 링크: https://news.1rj.ru/str/meritzbae
<운임>
벌크선, BDI: 2,294.0p (DoD -136.0p, Ytd +130%)
컨테이너선, SCFI: 1,397.6p (WoW -5.5p, Ytd -43%)
탱커, VLCC: 102.2WS (WoW -5.0p, Ytd +125%)
LNG 운임: 98.5p (DoD -11.5p, Ytd +328%)
<신조선가>
신조선가: 184.4p (WoW +0.1p, Ytd -2.5%)
<뉴스>
- Knutsen, Equinor LNG 신조 사업 우선협상 선주로 거론(TradeWinds)
- 마스가 군불 때는 한화, 美 필리 조선소 현지 인력 채용 속도(ZDNet Korea)
- 한화오션 찾은 퀘벡 주정부, 독일 TKMS도 만난다…캐나다 잠수함 사업 열기 고조(더구루)
- Wood, 미국 Rio Grande LNG와 10년 유지보수 계약 체결(Upstream)
- 중국 LNG 수요 둔화…글로벌 공급 증대로 아시아 흡수력 한계 전망(TradeWinds)
- 미국, 첫 VLCC 억류 후 제재 선박 30척 추가 압류 위험 고조(TradeWinds)
자료: https://buly.kr/6Msl8bh
* 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다.
* 메리츠 조선/기계 개별 텔레그램 링크: https://news.1rj.ru/str/meritzbae
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메리츠증권 조선/기계 섹터 배기연입니다
안녕하세요
12월 15 ~ 31일은 항해일지(데일리) 없이, 뉴스나 공시 공유 등으로 대체 예정이오니 참고 부탁드립니다.
https://naver.me/xcATAHLM
금일 조선업 주요 일정을 담은 뉴스를 공유드립니다.
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12월 15 ~ 31일은 항해일지(데일리) 없이, 뉴스나 공시 공유 등으로 대체 예정이오니 참고 부탁드립니다.
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금일 조선업 주요 일정을 담은 뉴스를 공유드립니다.
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Naver
[1215주요일정] 선박용 및 광통신 케이블 제조 업체 티엠씨 신규 상장 예정 등 - 인포스탁데일리
[인포스탁데일리=박상철 기자] ■ 티엠씨 신규 상장 - 선박용 및 광통신 케이블 제조 업체 티엠씨가 15일 코스피시장에 신규 상장될 예정이다. 확정 공모가는 9,300원이다. 관련 섹터로는 조선기자재, 통신장비가 ...
Forwarded from 공시정보알림
안녕하세요 배기연입니다.
연간전망에서 얘기 나눈, 수급에 따른 예상을 상회하는 컨테이너선이 계속 나오네요
https://www.tradewindsnews.com/containers/pil-mulls-order-for-up-to-eight-lng-dual-fuelled-boxships/2-1-1915693
Singapore’s Pacific International Lines (PIL) is poised to order a series of neo-panamax container ship newbuildings that will cost up to $1.28bn
…
They include HD Hyundai Heavy Industries, Hanwha Ocean, Guangzhou Shipyard International, Yangzijiang Shipbuilding, China Merchants Shipbuilding Industry, Hudong-Zhonghua Shipbuilding and Jiangnan Shipyard
…
One broker said: “It is difficult to find early slots even in shipyards in China.”
…
Shipbuilding experts suggested PIL would need to fork out at least $1.28bn if it were to order eight vessels.
They added that the newbuilding price for LNG dual-fuelled 13,000-teu is between $160m and $180m, depending on the vessel’s specifications
*뉴스나 공시 공유이므로 별도의 컴플라이언스 없이 게재합니다.
연간전망에서 얘기 나눈, 수급에 따른 예상을 상회하는 컨테이너선이 계속 나오네요
https://www.tradewindsnews.com/containers/pil-mulls-order-for-up-to-eight-lng-dual-fuelled-boxships/2-1-1915693
Singapore’s Pacific International Lines (PIL) is poised to order a series of neo-panamax container ship newbuildings that will cost up to $1.28bn
…
They include HD Hyundai Heavy Industries, Hanwha Ocean, Guangzhou Shipyard International, Yangzijiang Shipbuilding, China Merchants Shipbuilding Industry, Hudong-Zhonghua Shipbuilding and Jiangnan Shipyard
…
One broker said: “It is difficult to find early slots even in shipyards in China.”
…
Shipbuilding experts suggested PIL would need to fork out at least $1.28bn if it were to order eight vessels.
They added that the newbuilding price for LNG dual-fuelled 13,000-teu is between $160m and $180m, depending on the vessel’s specifications
*뉴스나 공시 공유이므로 별도의 컴플라이언스 없이 게재합니다.
tradewindsnews.com
PIL mulls order for up to eight LNG dual-fuelled boxships
The Singapore liner company has approached shipyards in China and South Korea for the new dual-fuel container vessels
Forwarded from 공시정보알림
Forwarded from 공시정보알림
(유가)HD한국조선해양 - 영업(잠정)실적(공정공시) (자회사의 주요경영사항)
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251216801278
2025-12-16
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251216801278
2025-12-16
https://www.tradewindsnews.com/containers/aponte-takes-2025-newbuilding-blitz-to-8-5bn-with-10-ship-deal-in-china/2-1-1916413
Gianluigi Aponte’s MSC Mediterranean Shipping Company is poised to see out the year by inking an order for 10 LNG dual-fuel neo-panamax container ships worth $1.4bn
The deal at the billionaire’s favourite Chinese shipyard would bring the shipping magnate’s spending on boxship newbuildings in 2025 to about $8.5bn
MSC is returning to Zhoushan Changhong International Shipyard to order six dual-fuel 11,400-teu vessels for delivery in 2029, according to multiple shipbuilding players
The contract includes an option for four additional ships
The price has yet to emerge, but brokers believe the ships will cost about $140m each
*뉴스나 공시 공유이므로 별도의 컴플라이언스 없이 게재합니다.
Gianluigi Aponte’s MSC Mediterranean Shipping Company is poised to see out the year by inking an order for 10 LNG dual-fuel neo-panamax container ships worth $1.4bn
The deal at the billionaire’s favourite Chinese shipyard would bring the shipping magnate’s spending on boxship newbuildings in 2025 to about $8.5bn
MSC is returning to Zhoushan Changhong International Shipyard to order six dual-fuel 11,400-teu vessels for delivery in 2029, according to multiple shipbuilding players
The contract includes an option for four additional ships
The price has yet to emerge, but brokers believe the ships will cost about $140m each
*뉴스나 공시 공유이므로 별도의 컴플라이언스 없이 게재합니다.
Forwarded from 공시정보알림
Forwarded from 공시정보알림
(유가)HD한국조선해양 - 단일판매ㆍ공급계약체결 (자회사의 주요경영사항)
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251219800433
2025-12-19
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251219800433
2025-12-19
Forwarded from 공시정보알림
HII to Build Small Surface Combatants for US Navy - Naval News
기사 링크: https://naver.me/FwjWwJJd
원문
HII’s Ingalls Shipbuilding division has been selected by the U.S. Navy to design and build the future small surface combatant (SSC) ship, leveraging the proven design of the Ingalls-built Legend-class national security cutter (NSC).
With a proven track record of building complex ships, and having the available facility capacity, Ingalls shipbuilders will once again engage in construction activities alongside its destroyer and amphibious ship shipbuilding lines where the national security cutters were built, using the same sequence of build.
“We look forward to supporting the Navy on this critical program,” said Chris Kastner, HII president and CEO. “Speed matters, and the NSC ship design is stable and produceable and will lead to predictable schedules. I have great confidence in the Ingalls team to execute this program, and in our ongoing efforts with our partners to successfully expand the U.S. shipbuilding industrial base to meet the Navy’s needs.”
Currently, Ingalls is simultaneously building three classes of ships (DDG 51 Flight III, LHA, and LPD Flight II) and modernizing the Zumwalt-class of guided missile destroyers with technology upgrades including the incorporation of the conventional prompt strike weapons system. Ingalls supported the U.S. Coast Guard for nearly two decades by building and delivering 10 Legend-class national security cutters (NSCs). The final cutter was delivered in October 2023.
HII has invested over $1 billion in the infrastructure, facility and toolsets at Ingalls Shipbuilding, positioning the shipyard to support next-generation systems and platforms. HII this year has distributed shipbuilding work to 23 outsourcing partners, and established partnerships with international manufacturers, to explore meaningful ways to expand capacity including evaluation of adding an additional shipyard in the U.S.
*뉴스나 공시 공유이므로 별도의 컴플라이언스 없이 게재합니다.
기사 링크: https://naver.me/FwjWwJJd
원문
HII’s Ingalls Shipbuilding division has been selected by the U.S. Navy to design and build the future small surface combatant (SSC) ship, leveraging the proven design of the Ingalls-built Legend-class national security cutter (NSC).
With a proven track record of building complex ships, and having the available facility capacity, Ingalls shipbuilders will once again engage in construction activities alongside its destroyer and amphibious ship shipbuilding lines where the national security cutters were built, using the same sequence of build.
“We look forward to supporting the Navy on this critical program,” said Chris Kastner, HII president and CEO. “Speed matters, and the NSC ship design is stable and produceable and will lead to predictable schedules. I have great confidence in the Ingalls team to execute this program, and in our ongoing efforts with our partners to successfully expand the U.S. shipbuilding industrial base to meet the Navy’s needs.”
Currently, Ingalls is simultaneously building three classes of ships (DDG 51 Flight III, LHA, and LPD Flight II) and modernizing the Zumwalt-class of guided missile destroyers with technology upgrades including the incorporation of the conventional prompt strike weapons system. Ingalls supported the U.S. Coast Guard for nearly two decades by building and delivering 10 Legend-class national security cutters (NSCs). The final cutter was delivered in October 2023.
HII has invested over $1 billion in the infrastructure, facility and toolsets at Ingalls Shipbuilding, positioning the shipyard to support next-generation systems and platforms. HII this year has distributed shipbuilding work to 23 outsourcing partners, and established partnerships with international manufacturers, to explore meaningful ways to expand capacity including evaluation of adding an additional shipyard in the U.S.
*뉴스나 공시 공유이므로 별도의 컴플라이언스 없이 게재합니다.
Naval News
HII to Build Small Surface Combatants for US Navy - Naval News
HII has been selected by the U.S. Navy to design and build the future small surface combatant (SSC) ship, leveraging the proven design of the Ingalls-built Legend-class national security cutter (NSC)
Forwarded from 공시정보알림
Forwarded from 공시정보알림
Forwarded from 공시정보알림
Forwarded from 공시정보알림