近日，中国航运业《交通运输老旧营运船舶报废更新补贴实施细则（修订版）》（以下简称《细则》） 正式发布，在延续鼓励船舶更新换代和绿色化方向的同时引入一些关键调整。 《细则》将LNG动力船舶置于优先地位，明确对采用液化天然气单一燃料或LNG与燃油双燃料动力的 新能源船舶给予专门补贴。这一调整不仅延续了鼓励船舶更新换代和绿色化的方向，更在补贴机制上做 出关键性突破，这也标志着国内水运的绿色转型进入了加速阶段。 "市场可能在2026年就开始出现船舶短缺状况。"Braemar分析师的研判更为直接。国际市场的强劲需求 与中国国内的政策激励，共同勾勒出LNG船舶市场的广阔前景。 中国船舶制造端已经为承接这轮需求做好准备。截至2025年7月，中国船厂的手持LNG船订单已排至 2031年，其中沪东中华一家船厂当前手持订单就达约60艘。 技术进步为中国船厂承接更多订单提供了产能保障。沪东中华开发研究所透露，LNG船平均建造周期 已从30个月缩短至15个月，生产效率的翻倍提升为承接更多订单提供了产能保障。 不同于传统船舶更新必须遵循"拆一建一"的严格对应原则，《细则》支持LNG等新能源动力船舶在特定 条件下可以独立申请补贴，不强制 ...

欧洲汽车制造商协会27日公布的统计数据显示，2025年比亚迪在欧洲市场的新车注册量达187657辆，同 比增长268.6%，中国汽车制造商凭借丰富的产品组合和高性价比赢得越来越多欧洲消费者青睐。 欧盟电动汽车市场12月继续向好，纯电动汽车新车注册量在欧盟市场份额中占比22.6%，首次超过汽油 车22.5%的市场份额。（记者丁英华 康逸） 转自：新华社 这一行业协会的统计数据涵盖欧盟以及英国、冰岛、挪威、瑞士和列支敦士登。在欧盟范围内，2025年 比亚迪新车注册量同比增长227.8%，市场份额从2024年的0.4%增至1.2%。 数据还显示，2025年，纯电动汽车在欧盟市场份额中占比17.4%，较前一年的13.6%有所增长。混合动 力汽车的市场份额占比达到34.5%，仍然是欧盟消费者首选。与此同时，汽油和柴油汽车的合计市场份 额从2024年的45.2%降至35.5%。 ...

冷链装备的技术水平，决定着生鲜从"田间"到"舌尖"的新鲜度。春节临近，年货运输物流进入高峰期， 跨区域生鲜物资流通成为民生关注热点，而铁路冷链凭借大运量、低损耗的优势，成为春节保供的重要 支撑。 日前，中车石家庄车辆有限公司（下称中车石家庄公司）拥有自主知识产权的8台铁路冷藏集装箱国产 化制冷机组，随国家铁路冷链运输班列正式首发并进入试运用阶段，助力2026年铁路春节冷链保供。 兼具智能与环保优势 铁路冷藏集装箱制冷机组是冷链运输的关键保障，稳定性、温控精度等指标直接决定运输质量。 "公司基于制冷产业的技术积淀，依托高铁空调与制冷机组技术同源的优势，开发了数字化、智能化、 绿色化的制冷机，破解了铁路冷链装备领域多项技术难题。"中车石家庄公司相关负责人介绍。铁路运 输的振动、极端温差，对制冷机组可靠性的要求高于民用设备，这是研发的首个难题。对此，中车石家 庄公司将柴油发电机应用标准升级至轨道行业标准，为供应链合作伙伴提供全流程技术指导和贯标培 训，从零部件研发到检测全环节把关，加速核心部件国产化。 控制器是制冷机组的"大脑"。中车石家庄公司的研发团队从零起步，历经数百次试验突破技术瓶颈，全 面掌握冷机控制系统源 ...

Core Insights - The battery industry is entering a phase of "de-involution" as government policies aim to optimize capacity planning and regulate market competition, signaling an end to the era of disorderly growth in battery production [1][2]. Group 1: Policy Changes - A joint meeting by four government departments emphasized the need to optimize capacity planning and avoid overcapacity risks in the battery sector [1]. - The Ministry of Finance and the State Taxation Administration announced a phased reduction of the export VAT rebate for battery products, decreasing from 9% to 6% from April 1, 2026, and completely eliminating it by January 1, 2027 [1][2]. - The phased approach to the export VAT rebate aims to provide a transition period for the industry, allowing for the orderly exit of low-quality production capacities [3][4]. Group 2: Industry Challenges - The reduction in export rebates is expected to increase export costs for companies, particularly affecting small and medium-sized enterprises that rely on low-price strategies [2][6]. - Current production capacity in China's battery sector exceeds 3000 GWh, while actual demand is projected to be around 1500 GWh by 2025, leading to low utilization rates [2][3]. - The price of storage systems has dropped by 80% over three years, with some battery export prices falling below production costs, resulting in negative profit margins for certain companies [2]. Group 3: Market Dynamics - Despite challenges, the demand for electric and storage batteries remains strong, with expectations for the share of storage batteries to increase from one-quarter to potentially one-half of the market [3][4]. - The new policies are expected to accelerate industry consolidation, pushing companies to focus on technological innovation and brand strength rather than price competition [2][3]. - The upcoming changes may lead to a surge in exports as companies rush to ship products before the rebate reduction takes effect, potentially causing supply chain strains [5][6]. Group 4: Globalization and Competitive Landscape - The shift away from subsidy dependence is anticipated to enhance the competitive edge of Chinese battery companies in the global market, focusing on technology, branding, and supply chain integration [9][10]. - Companies are expected to adapt by strengthening international collaborations and optimizing production strategies to mitigate the impact of rising costs due to the rebate changes [10][11]. - The long-term outlook suggests that the balance of supply and demand will increasingly depend on global market needs and technological advancements rather than just domestic production capacity [4][10].

Group 1 - The core viewpoint of the articles highlights Tianjin's ambition to establish a comprehensive "wind, solar, lithium, hydrogen" new energy industry chain by 2025, with projected output value exceeding 74 billion yuan in the first 11 months of 2025, representing a 10% year-on-year growth [1] - The new energy industry in Tianjin is characterized by a long industrial chain, high relevance, and strong driving force, serving as a crucial vehicle for high-quality manufacturing development [1] - Tianjin currently has over 110 enterprises in the new energy industry chain, indicating a robust industrial presence [1] Group 2 - In 2025, Tianjin plans to implement specific measures to enhance the photovoltaic industry, supporting TCL Zhonghuan in N-type high-efficiency silicon wafer research and other key technological advancements [2] - The city aims to accelerate technological iteration and model innovation in the new energy sector by 2026, promoting a transition towards a "manufacturing + service" model [2] - Key focus areas for technological innovation include improving photovoltaic conversion efficiency and advancing next-generation solar cell technologies, with an emphasis on collaboration between research institutions and enterprises like TCL Zhonghuan [2]

Core Insights - The domestic bus market is entering a peak season for consumption and operational demand as the Year of the Rabbit approaches, with Ankai Bus launching four main models: G60, K60, N70, and N12, covering key scenarios such as urban connections, business travel, and long-distance passenger transport [1] - Ankai Bus achieved a cumulative sales volume of 8,569 units by 2025, representing a year-on-year increase of 46.8%, with export volume increasing by over 178%, indicating strong momentum heading into 2026 [1] Group 1: G60 Model - The G60 model features a short front overhang and narrow body design, providing excellent maneuverability for complex road conditions, addressing operational challenges such as narrow road encounters and steep turns [1] - It is equipped with a mature Yuchai National VI diesel engine, ensuring stable power output and compliance with environmental standards, tailored for short-distance passenger transport needs [1] - Comfort features include soft-pack seating and a 12kW rooftop air conditioning system, enhancing passenger experience for high-frequency operational scenarios [1] Group 2: K60 Model - The K60 model combines rugged lines with dynamic curves, addressing multiple operational challenges in urban passenger transport and short-distance connections [2] - It utilizes Ankai's self-developed chassis with a three-step and flat floor structure, significantly improving passenger boarding convenience and cabin space utilization [2] - The design includes a long rear overhang and a sunken luggage compartment, providing ample storage space to meet the core needs of luggage transport in urban passenger services [2] Group 3: N70 Model - The N70 model is designed as a high-quality business travel vehicle, showcasing a classic square outline and refined craftsmanship, reflecting a stable and elegant business image [2] - It features a fully stamped body structure and a "dual golden power combination" that has undergone 18 months of extreme testing, ensuring stability on complex road conditions for business meetings and intercity commuting [2] Group 4: N12 Model - The N12 model is recognized as a high-end highway bus, having achieved significant sales in high-end tourism markets in regions like Xinjiang, Shandong, and Jiangsu, as well as exports to Saudi Arabia [3] - It features a dual front windshield design that offers a 180° ultra-wide field of view, enhancing the sightseeing experience for passengers [3] - The interior is equipped with a PM1.0-level fifth-generation environmental health system, achieving a 90% pollen filtration efficiency, along with acoustic packaging and NVH noise reduction for a clean and quiet cabin environment [3]

Group 1 - The core point of the news is the successful export of 212 domestically produced buses to Algeria, which aligns with the Belt and Road Initiative and aims to enhance local public transportation [1] - The buses are manufactured by Zhongtong Bus Holding Co., specifically designed for Algeria's high temperatures, sandy conditions, and complex road situations, contributing to the country's plan to upgrade its public transport system [1] - This shipment is part of a larger order of 1,000 buses, including 900 city buses focused on urban commuting and school transport, and 100 long-distance coaches for key routes [1] Group 2 - The Tianjin Lingang Customs facilitated the smooth customs clearance for this batch of customized buses, ensuring compliance and efficient shipping processes through pre-verified documentation and real-time monitoring [2] - Zhongtong Bus plans to establish service stations in key areas and provide parts supply and maintenance training to ensure stable operation of the vehicles, adopting a "product + service" model [2]

Core Viewpoint - Hisense has been recognized as the first company in the global television industry to be awarded the title of "Lighthouse Factory" by the World Economic Forum, highlighting its innovative user-centered AI-driven digital transformation in manufacturing [1] Group 1: Digital Transformation and AI Integration - Hisense has developed a user-centered AI manufacturing model that leverages big data and the Xinghai large model to gain deep insights from vast amounts of data in minutes [1] - The company has introduced an intelligent agent for user demand recognition, which categorizes user feedback and identifies pain points, reducing the time to convert user feedback into product features by 62% [1] - In the R&D phase, Hisense has implemented a platform based on large language models (LLM) that has shortened software development cycles by 31% and improved R&D efficiency by 27% [2] Group 2: Manufacturing Efficiency and Quality Improvement - Hisense's Qingdao factory produces an impressive 85-inch television every 20 seconds, showcasing the efficiency of its AI-integrated manufacturing process [2] - The company has created a digital process design model that utilizes over 100,000 pieces of process data, allowing for the automatic generation of comprehensive process plans in just 5 minutes, improving efficiency by 75% [2] - AI has been integrated into the production process, reducing the verification time for production from 10 hours to 19 minutes, achieving "zero-cost" trial and error [3] Group 3: Innovative Production Techniques - Hisense has pioneered a robotic solution for precise panel assembly, which previously required five workers, now achieved with 0.1mm precision through AI and high-precision cameras [4] - This innovation not only enhances production efficiency but also allows workers to focus on more technical tasks, aligning with the company's mission to redefine assembly standards for the large-size era [4] - The AI-driven quality inspection platform has improved detection efficiency by 70.7%, ensuring high-quality standards in production [5] Group 4: Commitment to Advanced Manufacturing - Hisense has established three "Lighthouse Factories," four zero-carbon factories, and 17 national-level green factories, demonstrating its commitment to advanced manufacturing [5] - The company aims to further integrate new technologies such as 5G and AI into manufacturing, contributing to the transformation and upgrading of China's manufacturing industry [5]

Group 1 - The company has delivered a new generation of self-elevating offshore support platforms, TYPE3 PRO, marking the first batch of large marine engineering equipment exported in 2026 [1] - The platforms feature advanced cybersecurity and environmentally friendly design concepts, achieving international advanced design standards and obtaining the CR symbol for cybersecurity [1] - In 2025, the company completed 9 platforms and delivered 7, setting a historical record for production [1] Group 2 - The company has innovated in the design and construction of self-elevating support platforms, with a total of over 40 platforms built to date [2] - Future focus will be on technological innovation in shipbuilding and marine engineering equipment, with increased investment in green, intelligent, and high-end research and development [2] - The company aims to enhance project management and smart manufacturing to contribute to the innovation and development of China's marine engineering equipment industry [2]

Core Viewpoint - The implementation of the "old-for-new" national subsidy policy has sparked a surge in consumer demand across various sectors, including automobiles, home appliances, and digital products. Group 1: Automotive Sector - In Jiangsu, the new subsidy policy offers a 12% subsidy (up to 20,000 yuan) for purchasing new energy vehicles under scrapping scenarios, and a 10% subsidy (up to 15,000 yuan) for traditional fuel vehicles [2] - For replacement scenarios, the subsidy is 8% (up to 15,000 yuan) for new energy vehicles and 6% (up to 13,000 yuan) for fuel vehicles [2] Group 2: Home Appliances and Digital Products - The policy mandates that participating home appliances must meet "first-level energy efficiency" standards, covering six categories such as refrigerators and washing machines, with a subsidy of 15% of the final price, capped at 1,500 yuan per item [2][6] - Digital products, including smartphones and tablets priced under 6,000 yuan, are eligible for a 15% subsidy, with a maximum of 500 yuan per item [2][6] - The new subsidy policy has significantly increased consumer purchasing intentions in the home appliance sector [2] Group 3: Market Impact - The launch of the subsidy program has led to a notable increase in sales, with over 1.3 billion yuan in subsidies utilized in Hebei province alone from January 1 to 9, resulting in sales exceeding 9.2 billion yuan [7] - Retailers are enhancing consumer experience by offering "one-stop" services for old product recycling, which provides additional discounts on new purchases [4]