메리츠 조선/기계 배기연 – Telegram
메리츠 조선/기계 배기연
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메리츠증권 조선/기계 섹터 배기연입니다
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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.

*뉴스나 공시 공유이므로 별도의 컴플라이언스 없이 게재합니다.
Forwarded from 공시정보알림
(유가)HD현대마린솔루션 - 기타경영사항(자율공시)
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251215800757
2025-12-15
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.
Forwarded from 공시정보알림
(유가)HD현대중공업 - 영업(잠정)실적(공정공시)
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251216801281
2025-12-16
Forwarded from 공시정보알림
(유가)HD한국조선해양 - 영업(잠정)실적(공정공시) (자회사의 주요경영사항)
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.
Forwarded from 공시정보알림
(유가)한화오션 - 단일판매ㆍ공급계약체결
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251219800049
2025-12-19
Forwarded from 공시정보알림
(유가)HD한국조선해양 - 단일판매ㆍ공급계약체결 (자회사의 주요경영사항)
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251219800433
2025-12-19
Forwarded from 공시정보알림
(유가)한화엔진 - 유상증자결정(종속회사의주요경영사항)
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251219800471
2025-12-19
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.
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(코스닥)태광 - 현금ㆍ현물배당결정
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251222900156
2025-12-22
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(유가)HD현대마린엔진 - [기재정정]단일판매ㆍ공급계약체결
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251222800477
2025-12-22
Forwarded from 공시정보알림
(유가)삼성중공업 - 중대재해발생
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251222800795
2025-12-22
Forwarded from 공시정보알림
(유가)삼성중공업 - 생산중단
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251222800833
2025-12-22
Forwarded from 공시정보알림
(유가)한화오션 - 단일판매ㆍ공급계약체결
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251223800047
2025-12-23
Forwarded from 공시정보알림
(유가)삼성중공업 - 단일판매ㆍ공급계약체결
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251223800127
2025-12-23
Forwarded from 공시정보알림
(유가)한국카본 - 단일판매ㆍ공급계약체결
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251223800845
2025-12-23
Forwarded from 공시정보알림
(유가)HD현대중공업 - 단일판매ㆍ공급계약체결
http://dart.fss.or.kr/api/link.jsp?rcpNo=20251224800145
2025-12-24