🏢 公司Newsroom042660Codex · 实盘不做把握 4/10
北京时间·🕒 发布 07-24(时区未知)仅日期·时区推断·⟳ 抓取 14:52:20回填·⚡ 决策 07-24 14:53:32·95.1 天前
韩华海洋与美国伙伴推进海军船舶设计及造船产业合作
韩华海洋与 Leidos 签署 Global Fast Sealift 设计服务协议,并与美国本地机构签署培训和供应链合作 MOU,方向上利于其美国造船布局。
📄 原文042660↗ 原文
Hanwha Ocean Expands U.S. Shipbuilding Ties EN KR About Us Overview Leadership History Industries Our Business Energy &…
不做 韩华海洋(042660.KS)
公司官方合作/MOU新闻,未披露订单金额、采购承诺或短期业绩量级,且延续4月既有合作框架,缺少可回测的新增交易 edge,不做。
不做 Leidos(LDOS.US)
仅为参与GFS设计合作的产业协作新闻,未披露对Leidos收入或利润的可量化增量,相对其收入基数和市值过小,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-24 · 扩散 low · price-in 风险 medium ↗
关键理由
- 韩华海洋与 Leidos 签署 Global Fast Sealift 设计服务协议,并与美国本地机构签署培训和供应链合作 MOU,方向上利于其美国造船布局。
- 但公告未披露合同金额、交付订单、采购承诺或收入确认节奏,短期无法量化对韩华海洋收入、利润或订单 backlog 的增量。
- 该事项延续4月已有合作框架,更多是产业合作和能力建设新闻,而非新增大额军工造船订单。
主要风险
- 若后续披露实质性美国海军或商船建造订单金额,事件性质才可能从合作框架升级为可交易订单催化。
- 当前只到设计与MOU阶段,商业化落地、供应链本地化和产能扩张仍存在执行不确定性。
原文全文
展开原文 · 13,120 字
Hanwha Ocean Expands U.S. Shipbuilding Ties
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Hanwha Ocean advances Korea-U.S. shipbuilding cooperation through naval vessel development and broader industry collaboration
July 24, 2026
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• Signs one agreement and two MOUs at the opening ceremony of the Korea-U.S. Shipbuilding Partnership Center on July 23
• Expands cooperation in naval ship development, shipbuilding workforce training, and shipbuilding supply chain development, further supporting the growth of the U.S. shipbuilding industry
(From left) Minister JK (Jung-Kwan) Kim of the Korean Ministry of Trade, Industry and Resources; Insub Jung, President and Head of Management Support Office at Hanwha Ocean; Mike Rickels, Senior Vice President for Maritime at Leidos; and U.S. Secretary of Commerce Howard Lutnick
Hanwha Ocean signed one agreement and two Memoranda of Understanding (MOUs) with U.S. partners covering naval ship design, workforce development, and supply chain cooperation at the opening ceremony of the Korea-U.S. Shipbuilding Partnership Center in Washington, D.C., U.S., further strengthening shipbuilding collaboration between Korea and the U.S.
Hanwha Ocean signed a Professional Services Agreement for the design of the Global Fast Sealift (GFS) with Leidos, advancing the partnership beyond the MOU signed in April under which the two companies agreed to collaborate on next-generation naval ship design, strengthen U.S. shipbuilding capacity, and pursue opportunities across global defense markets. Gibbs & Cox, a wholly owned subsidiary of Leidos, has designed more than 70% of U.S. Navy surface combatants since World War II.
Under the agreement, the two companies will begin the joint design of the GFS. They will also pursue collaborative technology development and establish a framework to ensure design quality throughout the design process. By combining Hanwha Ocean’s naval shipbuilding capabilities with Leidos’ ship design and engineering expertise, the companies aim to deliver a reliable and proven platform to the U.S. and global markets.
The GFS is designed to support commercial shipping during peacetime while providing rapid military sealift during wartime. As a dual-use platform, it delivers both economic and strategic value, offering a solution capable of meeting diverse requirements across the U.S. and global naval vessel markets.
Hanwha Ocean also signed an MOU for Shipbuilding Technology Training & Development Cooperation with Hanwha Philly Shipyard (HPSI) and Delaware County Community College (DCCC). The parties plan to help address workforce needs across the U.S. shipbuilding industry through workforce development efforts, including instructor training programs and other efforts to cultivate highly skilled shipbuilding professionals.
DCCC, located in eastern Pennsylvania, is an accredited, public, two-year college that provides high-quality education, workforce development, and technical training. DCCC serves as the Related Technical Instruction (RTI) provider for HPSI’s four U.S. Department of Labor Registered Apprenticeship programs, delivering the technical education that complements on-the-job training and supports the development of the shipyard's highly skilled workforce.
Hanwha Ocean also signed an MOU for Supply Chain Cooperation with HPSI, the Greater Philadelphia Chamber of Commerce, and the Greater Philadelphia Growth Partnership. Through the agreement, the parties will work together to identify local suppliers and promote collaboration across the regional industrial ecosystem, supporting the development of a stronger U.S. shipbuilding supply chain and the expansion of HPSI's production capabilities.
“Hanwha Ocean is fully prepared to contribute to the revitalization of the U.S. shipbuilding industry and the continued advancement of Korea’s shipbuilding sector,” said Insub Jung, President and Head of Management Support Office at Hanwha Ocean. “Building on our local production footprint, we will expand cooperation in areas most critical to the U.S.”
About Hanwha Ocean
Hanwha Ocean is a leading global company with extensive expertise and experience in the shipbuilding and offshore industry. Boasting the world’s most competitive LNG carriers built with eco-friendly and highly efficient technology, the company has continuously pioneered new businesses since 1973, producing a vast range of vessels, including commercial ships, drillships, and specialty ships. Hanwha Ocean will be at the forefront of pioneering advanced marine solutions for decarbonization and further expand Hanwha’s green energy ecosystem to create positive, sustainable change throughout the world.
For more information, visit:
www.hanwhaocean.com/
About Leidos
Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026.
http://www.leidos.com
About Hanwha Philly Shipyard, Inc.
Hanwha Philly Shipyard is a leading U.S. shipbuilder that has earned a reputation as a preferred provider of ocean-going merchant vessels with a track record of delivering quality ships, having delivered around 50% of all large ocean-going U.S. Jones Act commercial ships since 2000. The shipyard is part of Hanwha Group, a multinational company with a robust network of affiliates in the energy, shipbuilding, defense, aerospace, finance, and retail & services industries.
www.hanwhaphillyshipyard.com
About Delaware County Community College
Delaware County Community College (DCCC), located in eastern Pennsylvania, is an accredited, public, two-year college that provides high-quality education, workforce development, and technical training. As a member of the Collegiate Consortium for Workforce and Economic Development (CCWED), DCCC delivers workforce training regionally and nationally for employers and industry partners. DCCC has been designated by the U.S. Maritime Administration (MARAD) as a Center of Excellence for Domestic Maritime Workforce Training and Education since 2021. DCCC is a national leader in preparing the skilled workforce that supports the growth and competitiveness of the U.S. shipbuilding industry.
About the Greater Philadelphia Chamber of Commerce
The Chamber of Commerce for Greater Philadelphia works together with members, investors, and stakeholders, to realize our bold vision: Greater Philadelphia is a top global destination for business and a leader in inclusive growth. As the metro-regional chamber of commerce serving the 11-county, tri-state Greater Philadelphia region, we are the premier organization to convene and connect business, government and civic leaders to drive economic growth and prosperity for all.
About the Greater Philadelphia Growth Partnership
The Greater Philadelphia Growth Partnership is a new regional cross-sector, business-led effort to grow quality jobs and strengthen economic competitiveness in Southeastern Pennsylvania. It brings together business, civic, philanthropic, and public sector leaders from Bucks, Chester, Delaware, Montgomery, and Philadelphia counties to drive stronger economic growth and expand opportunity for regional residents.
www.greaterPHLgrowth.com
Related Content
April 27, 2026
Hanwha Ocean and Leidos to strengthen U.S. and allied naval shipbuilding
April 16, 2026
Hanwha Ocean and Irving Shipbuilding chart path for deeper industrial partnership
Feature Story
December 1, 2025
The great American shipyard reset: How Hanwha and the U.S. are tooling up
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Hanwha Ocean
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Press Release
Energy & Maritime Solutions
Hanwha Ocean advances Korea-U.S. shipbuilding cooperation through naval vessel development and broader industry collaboration
July 24, 2026
00:00
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#Hanwha Ocean
#Hanwha Philly Shipyard
#Shipbuilding
#Maritime Solutions
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#Maritime Manufacturing
• Signs one agreement and two MOUs at the opening ceremony of the Korea-U.S. Shipbuilding Partnership Center on July 23
• Expands cooperation in naval ship development, shipbuilding workforce training, and shipbuilding supply chain development, further supporting the growth of the U.S. shipbuilding industry
(From left) Minister JK (Jung-Kwan) Kim of the Korean Ministry of Trade, Industry and Resources; Insub Jung, President and Head of Management Support Office at Hanwha Ocean; Mike Rickels, Senior Vice President for Maritime at Leidos; and U.S. Secretary of Commerce Howard Lutnick
Hanwha Ocean signed one agreement and two Memoranda of Understanding (MOUs) with U.S. partners covering naval ship design, workforce development, and supply chain cooperation at the opening ceremony of the Korea-U.S. Shipbuilding Partnership Center in Washington, D.C., U.S., further strengthening shipbuilding collaboration between Korea and the U.S.
Hanwha Ocean signed a Professional Services Agreement for the design of the Global Fast Sealift (GFS) with Leidos, advancing the partnership beyond the MOU signed in April under which the two companies agreed to collaborate on next-generation naval ship design, strengthen U.S. shipbuilding capacity, and pursue opportunities across global defense markets. Gibbs & Cox, a wholly owned subsidiary of Leidos, has designed more than 70% of U.S. Navy surface combatants since World War II.
Under the agreement, the two companies will begin the joint design of the GFS. They will also pursue collaborative technology development and establish a framework to ensure design quality throughout the design process. By combining Hanwha Ocean’s naval shipbuilding capabilities with Leidos’ ship design and engineering expertise, the companies aim to deliver a reliable and proven platform to the U.S. and global markets.
The GFS is designed to support commercial shipping during peacetime while providing rapid military sealift during wartime. As a dual-use platform, it delivers both economic and strategic value, offering a solution capable of meeting diverse requirements across the U.S. and global naval vessel markets.
Hanwha Ocean also signed an MOU for Shipbuilding Technology Training & Development Cooperation with Hanwha Philly Shipyard (HPSI) and Delaware County Community College (DCCC). The parties plan to help address workforce needs across the U.S. shipbuilding industry through workforce development efforts, including instructor training programs and other efforts to cultivate highly skilled shipbuilding professionals.
DCCC, located in eastern Pennsylvania, is an accredited, public, two-year college that provides high-quality education, workforce development, and technical training. DCCC serves as the Related Technical Instruction (RTI) provider for HPSI’s four U.S. Department of Labor Registered Apprenticeship programs, delivering the technical education that complements on-the-job training and supports the development of the shipyard's highly skilled workforce.
Hanwha Ocean also signed an MOU for Supply Chain Cooperation with HPSI, the Greater Philadelphia Chamber of Commerce, and the Greater Philadelphia Growth Partnership. Through the agreement, the parties will work together to identify local suppliers and promote collaboration across the regional industrial ecosystem, supporting the development of a stronger U.S. shipbuilding supply chain and the expansion of HPSI's production capabilities.
“Hanwha Ocean is fully prepared to contribute to the revitalization of the U.S. shipbuilding industry and the continued advancement of Korea’s shipbuilding sector,” said Insub Jung, President and Head of Management Support Office at Hanwha Ocean. “Building on our local production footprint, we will expand cooperation in areas most critical to the U.S.”
About Hanwha Ocean
Hanwha Ocean is a leading global company with extensive expertise and experience in the shipbuilding and offshore industry. Boasting the world’s most competitive LNG carriers built with eco-friendly and highly efficient technology, the company has continuously pioneered new businesses since 1973, producing a vast range of vessels, including commercial ships, drillships, and specialty ships. Hanwha Ocean will be at the forefront of pioneering advanced marine solutions for decarbonization and further expand Hanwha’s green energy ecosystem to create positive, sustainable change throughout the world.
For more information, visit:
www.hanwhaocean.com/
About Leidos
Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026.
http://www.leidos.com
About Hanwha Philly Shipyard, Inc.
Hanwha Philly Shipyard is a leading U.S. shipbuilder that has earned a reputation as a preferred provider of ocean-going merchant vessels with a track record of delivering quality ships, having delivered around 50% of all large ocean-going U.S. Jones Act commercial ships since 2000. The shipyard is part of Hanwha Group, a multinational company with a robust network of affiliates in the energy, shipbuilding, defense, aerospace, finance, and retail & services industries.
www.hanwhaphillyshipyard.com
About Delaware County Community College
Delaware County Community College (DCCC), located in eastern Pennsylvania, is an accredited, public, two-year college that provides high-quality education, workforce development, and technical training. As a member of the Collegiate Consortium for Workforce and Economic Development (CCWED), DCCC delivers workforce training regionally and nationally for employers and industry partners. DCCC has been designated by the U.S. Maritime Administration (MARAD) as a Center of Excellence for Domestic Maritime Workforce Training and Education since 2021. DCCC is a national leader in preparing the skilled workforce that supports the growth and competitiveness of the U.S. shipbuilding industry.
About the Greater Philadelphia Chamber of Commerce
The Chamber of Commerce for Greater Philadelphia works together with members, investors, and stakeholders, to realize our bold vision: Greater Philadelphia is a top global destination for business and a leader in inclusive growth. As the metro-regional chamber of commerce serving the 11-county, tri-state Greater Philadelphia region, we are the premier organization to convene and connect business, government and civic leaders to drive economic growth and prosperity for all.
About the Greater Philadelphia Growth Partnership
The Greater Philadelphia Growth Partnership is a new regional cross-sector, business-led effort to grow quality jobs and strengthen economic competitiveness in Southeastern Pennsylvania. It brings together business, civic, philanthropic, and public sector leaders from Bucks, Chester, Delaware, Montgomery, and Philadelphia counties to drive stronger economic growth and expand opportunity for regional residents.
www.greaterPHLgrowth.com
Related Content
April 27, 2026
Hanwha Ocean and Leidos to strengthen U.S. and allied naval shipbuilding
April 16, 2026
Hanwha Ocean and Irving Shipbuilding chart path for deeper industrial partnership
Feature Story
December 1, 2025
The great American shipyard reset: How Hanwha and the U.S. are tooling up
Related Entities
Hanwha Ocean
A global shipbuilder leveraging expertise in commercial vessels and offshore business with a mission to decarbonize shipping.
Maritime
Solutions
Aerospace &
Defense,
Mechatronics
Follow us
Terms & Conditions
Privacy Policy
Cookie Settings
Sitemap
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