In the stock market on Wednesday, the Shanghai and Shenzhen stock indexes diverged sharply, and the electronic information, brokerage trust and other sectors went up. The shipbuilding plate rose across the board, and the stock indexes in the market of the Chinese ship were sealed and stopped by the afternoon.
On the news side, on in Tuesday evening, the reorganization of the major assets of Chinese ships was finally approved. According to the Chinese Shipping announcement, the assets and the supporting funds bought and raised by issue shares, and the related transactions was approved by the China Securities Regulatory Commission. In the announcement, the specific contents were as follows: the approved company shall purchase relevant assets from China State Shipbuilding Industry Group by issuing shares, and the approved company shall raise no more than 3.866 billion yuan by raising supporting funds through non-public issuance of shares.
The announcement showed that after the deal, some of the issue of peer competition among the Chinese ships, CSSC and its subsidiaries would be solved. At the same time, the company would add new business related to military ship repair. After the completion of this restructuring, the controlling shareholder and the actual controller would still be CSSC.
In late 2019, the Ministry of Industry and Information Technology (MIIT) issued the guidance on the construction of intelligent standard system for ship assembly construction. With the focus on comprehensively promoting digital shipbuilding and realizing intelligent transformation of the key links and processes, it would study and build a ship intelligent manufacturing standard system with reasonable structure, clear boundary, prominent focus and coordinated support.
According to the analysis of eastmoney.com, digitization, networking and intelligentization were becoming the main trends of future manufacturing development, and the world's major shipbuilding countries had been accelerating the pace of intelligent manufacturing. Ship manufacturing was a typical discrete production, and it had the particularity of the industry and the special requirements for the application of digitization, networking and intelligentization technology.
Founder Securities thought that the core of the ship informatization benefited from the military-industrial complex modernization track, and according to the analysis of another ship industry among China's coastal defense, it was driven by the core investment value in the medium and long-term. Since our country is in the period of speeding up its transformation from the offshore defensive construction to high seas defensive construction, the demand space of the ship electronic informatization product is broad. The White paper released last year on China's National Defense in a new era also mentioned that “efforts will be stepped up to phase out old equipment and gradually form a weapon and equipment system with high-tech equipment as the backbone”, so the demand for various new and modern ships and vessels could be expected.