FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中集安瑞科控股有限公司 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03899 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.01 | HKD | | 100,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.01 | HKD | | 100,000,000 | ...

中集安瑞科副总裁、中集太平洋海工总经理高文宝表示："此次订单总金额超过1.6亿元美金。今年初至 目前，公司已完成交付12条整船，预计2025年全年相关水上清洁能源业务新签订单有望达到约80亿 元。" 中化新网讯 日前，中集安瑞科控股有限公司旗下南通中集太平洋海洋工程有限公司与挪威公司Amon Gas签订2+2艘51000立方米氨双燃料中型LPG/液氨运输船建造合同订单，新船计划于2028年交付。 据介绍，该船型是目前全球最大的中型气体运输船，也是全球首款采用氨燃料动力、容积超过51000立 方米的MGC船型，代表着未来绿色航运的发展方向。与目前市场上仅配备氨燃料主机、未配置氨燃料 发电机组的MGC船型不同，本次新签的氨燃料MGC运输船首次实现氨燃料主发动机与氨燃料发电机组 的同步配置。 ...

Core Insights - The signing of a contract for the construction of 2+2 ammonia-fueled medium-sized LPG/ammonia carriers marks a significant breakthrough in clean energy shipbuilding in China [1][2] - The new vessels, with a capacity of 51,000 cubic meters, are the largest medium-sized gas carriers globally and are expected to contribute significantly to international shipping's emission reduction goals by their delivery in 2028 [1] Group 1 - The total contract value for the two vessels exceeds 160 million USD, highlighting the financial significance of this project [1] - Amon Gas, the Norwegian company involved, focuses on building and operating ammonia-fueled gas carriers, aiming to reduce greenhouse gas emissions in the shipping industry through innovative solutions [1][2] - The new ship design features a synchronized configuration of ammonia fuel main engines and generator sets, significantly improving energy efficiency compared to traditional designs [2] Group 2 - The project is supported by ENOVA, the Norwegian national energy and environment technology development agency, indicating strong institutional backing for ammonia fuel initiatives [1][2] - As of March this year, a total of 130 ammonia-fueled vessels have been ordered or announced globally, with an additional 225 vessels reserved for ammonia fuel, underscoring the growing adoption of ammonia as a key pathway for decarbonizing shipping [2] - The execution of this project will enable the company to master ammonia fuel power systems, laying a solid foundation for future developments in ammonia-fueled vessels and related equipment [2]

Core Viewpoint - The signing of a contract for the construction of two ammonia dual-fuel medium-sized LPG/ammonia transport vessels marks a significant breakthrough in China's clean energy shipbuilding sector, with a total contract value exceeding $160 million [2][3]. Group 1: Contract Details - The contract involves the construction of 2+2 vessels with a capacity of 51,000 cubic meters, making them the largest medium-sized gas transport vessels globally [2]. - The new vessels are expected to be delivered by 2028 and will contribute significantly to the international shipping industry's emission reduction goals [2]. Group 2: Technological Advancements - The newly signed vessels will be the first to feature synchronized ammonia fuel main engines and ammonia fuel generator sets, significantly enhancing energy efficiency compared to traditional designs [3]. - The project will enable the company to master the ammonia fuel power system's matching, safety control, gas supply design, and debugging processes, laying a solid foundation for future developments in ammonia fuel supply vessels and large gas transport vessels [3]. Group 3: Industry Context - As of March this year, a total of 130 ammonia-fueled vessels have been ordered or announced globally, with an additional 225 vessels reserved for ammonia fuel, indicating a growing trend towards ammonia fuel as a key pathway for decarbonizing shipping [3]. - The company’s president highlighted that this order reflects international shipowners' recognition of the company's technical strength in the clean energy shipbuilding sector, positioning clean energy maritime solutions as a cornerstone of its international strategy [3].

Core Viewpoint - Hong Kong and China Gas Company Limited (HKCG) has signed a strategic cooperation agreement with CIMC Enric Holdings Limited to jointly develop green methanol and hydrogen energy, promoting Hong Kong's green energy transition [1] Group 1: Green Methanol Development - The collaboration will enhance communication and cooperation in areas such as technical cooperation for green methanol, industry standards, and carbon trading compliance [1] - HKCG is the first company in the country to receive ISCC EU and ISCC PLUS international certifications and is engaged in large-scale production of green methanol [1] - The partnership aims to explore new technological applications and promotion of green methanol, leveraging HKCG's comprehensive supply chain network and CIMC Enric's clean energy and maritime business layout [1] Group 2: Hydrogen Energy Projects - HKCG and CIMC Enric have also signed an agreement to expand hydrogen energy project development and application in Hong Kong [1] - Approximately half of the gas supplied by HKCG in Hong Kong consists of hydrogen, supported by an extensive underground gas pipeline network of over 3,700 kilometers [1] - The collaboration will focus on developing efficient hydrogen extraction and storage technologies, expanding hydrogen applications in transportation and charging stations [1] Group 3: Commitment to Clean Energy - HKCG will continue to invest resources in clean energy development, utilizing its advantages and partnerships to align with the national "3060" dual carbon goals and Hong Kong's 2050 carbon neutrality strategy [1]

Core Viewpoint - The hydrogen fuel cell vehicle industry in China is currently in its early commercialization stage, with production and sales experiencing growth from 2021 to 2023, but facing a decline in 2024 due to the expiration of supportive policies and high industry costs [12][13]. Group 1: Overview of Hydrogen Storage Bottles - Hydrogen storage bottles are essential components of hydrogen fuel cell vehicles, primarily categorized into four types: Type I (all-metal), Type II (metal liner with fiber winding), Type III (metal liner with full fiber winding), and Type IV (non-metal liner with full fiber winding) [2][3]. - The majority of hydrogen storage bottles used in vehicles are Type III and IV, with Type III bottles currently dominating the market at 98% share in 2024 [19]. Group 2: Market Trends and Sales - The market for hydrogen storage bottles in China saw an increase in shipments from 2021 to 2023, but is projected to decline in 2024, with an estimated shipment of approximately 43,000 units, a year-on-year decrease of 12% [17]. - In the first five months of 2025, production and sales of hydrogen fuel cell vehicles were 1,176 and 1,122 units respectively, reflecting a year-on-year decline of 25% and 26.14% [13][15]. Group 3: Industry Structure and Competition - Over 20 companies are engaged in the research and production of hydrogen storage bottles in China, with a highly concentrated market structure where the top three companies hold 69% of the market share, an increase of 2 percentage points from 2023 [21]. - The leading companies in the hydrogen storage bottle market include Zhongcai Technology, Aoyang Green Energy, and Guofu Hydrogen Energy, each with a market share exceeding 20% [23]. Group 4: Future Development Trends - The industry is expected to see a shift towards higher pressure hydrogen storage bottles, with 70 MPa bottles becoming more common, while Type IV bottles are anticipated to gain traction due to their advantages in weight, pressure, and hydrogen storage efficiency [25]. - The development of standards for hydrogen storage bottles is expected to be enhanced, ensuring safety and reliability, which will facilitate the commercialization of hydrogen fuel cell vehicles [25].

Core Insights - CIMC Anwei's first coke oven gas hydrogen production and LNG co-generation project, the Anji (Yingkou) project, is set to officially launch in September 2024 and is expected to achieve profitability in its first year [1] - The business model is being replicated, with the Linggang project having completed equipment installation and entering single-machine debugging, and the Shougang Water Steel project progressing well, expected to commence production in early 2026 [1] - CIMC Anwei aims to establish partnerships with large steel enterprises, targeting a total production capacity of 1 million tons of LNG and 200,000 tons of hydrogen by 2027 [1]

Core Insights - The hydrogen energy industry is rapidly developing under the "dual carbon" goals, with significant projects underway, including the world's largest green hydrogen and ammonia integration project in Songyuan, Jilin Province, and a large-scale green hydrogen to methanol project in Inner Mongolia [1][2] - The Chinese government is actively promoting hydrogen energy through various policies and pilot programs, which has instilled confidence in industry stakeholders and accelerated development [2][3] - Companies are increasingly focusing on hydrogen energy, forming strategic partnerships and investing in technology to enhance production, storage, and transportation capabilities [3][4] Policy and Capital Support - The National Energy Administration has initiated hydrogen energy pilot projects to explore diverse development paths and promote the entire hydrogen energy supply chain [2] - Local governments, such as Fujian and Wuhan, have released long-term plans and action schemes to support hydrogen energy development [2] - The industry is experiencing a surge in favorable policies, which are boosting confidence among stakeholders [2] Technological Advancements - Electrolysis of water is a primary method for hydrogen production, with significant advancements in technology leading to a projected increase in production capacity by approximately 62% in 2024 [4] - Various electrolysis technologies, including alkaline, proton exchange membrane (PEM), and solid oxide (SOEC), are being developed to enhance efficiency and reduce costs [4] - Companies are investing heavily in research and development, with some allocating over 20% of their revenue to R&D efforts [4] Industry Collaboration and Challenges - The hydrogen energy sector faces challenges in achieving commercial viability, particularly in storage and transportation [5][7] - A significant project for long-distance hydrogen transportation via pipeline has been approved, which is expected to lower transportation costs compared to liquid hydrogen [5][7] - Industry stakeholders are encouraged to collaborate across the supply chain to optimize technology, cost control, and infrastructure development [5][6][7] Market Dynamics - The focus of capital investment is shifting from application to supply, emphasizing the importance of cost-effective hydrogen sources for market scalability [3] - The green hydrogen projects require substantial investment and a comprehensive assessment of the entire supply chain to ensure economic viability [7] - The hydrogen industry is still in its early stages, with many companies being relatively small, necessitating collaboration to address market demands and drive growth [7]

Core Viewpoint - The hydrogen energy sector has experienced a significant surge in both A-share and Hong Kong markets, driven by positive developments in the U.S. market and favorable domestic policies [1][2][3]. Group 1: Market Performance - A-share hydrogen energy stocks saw a sudden rise, with companies like Meijin Energy and Jingcheng Shares hitting the daily limit, while others like Zhuoyue New Energy and Yihua Tong also experienced rapid gains [1][3]. - The U.S. hydrogen energy sector surged by 18%, with the hydrogen index increasing over 100% since April 21, driven by key players like Plug Power, which saw a 25% increase [2]. Group 2: U.S. Developments - The U.S. proposed expanding natural gas-based aviation fuel types, particularly synthetic kerosene produced from hydrogen and captured CO2, which could streamline hydrogen production at military bases [2]. - The U.S. Senate extended the 45V clean hydrogen production tax credit until the end of 2027, contributing to a significant rise in hydrogen stocks, including a 28.45% increase for Plug Power [2]. Group 3: Domestic Policy and Developments - Recent domestic developments include a strategic cooperation agreement between CIMC Anrui and Jiangsu Zhongchun Hydrogen Energy, focusing on green hydrogen and hydrogen transportation [4]. - Various provinces, including Fujian and Hunan, have released plans to accelerate hydrogen energy development, emphasizing the importance of hydrogen equipment and fuel cell vehicles [4][5]. - The national focus on transitioning the coal industry towards high-value products includes the development of hydrogen energy as part of a new energy system [5]. Group 4: Future Expectations - Analysts predict that 2025 will be a pivotal year for hydrogen energy policies, with expectations for increased project activity and commercialization in the sector [6]. - The year is also seen as crucial for fuel cell vehicle applications, with potential policy developments that could drive stock prices in the hydrogen sector [6].

Group 1 - The core viewpoint of the news is the application for a patent titled "Gas Consumption Prediction Method Based on Neural Network Algorithm" by three companies, indicating advancements in gas flow safety technology [1] - The patent application was filed on March 2025 and is aimed at optimizing gas consumption predictions through a neural network model that considers various influencing factors [1] - The method involves collecting data from hydrate generation experiments and training a neural network model to accurately predict gas consumption under different operating conditions [1] Group 2 - CIMC Anrui Engineering Technology Co., Ltd. was established in 2001, located in Nanjing, with a registered capital of 110 million RMB, primarily engaged in construction decoration and other building industries [2] - China International Marine Containers (Group) Co., Ltd. was founded in 1980, based in Shenzhen, with a registered capital of approximately 53.93 billion RMB, focusing on the metal products industry [2] - CIMC Anrui Investment Holdings (Shenzhen) Co., Ltd. was established in 2010, located in Shenzhen, with a registered capital of 8 million USD, primarily involved in technology promotion and application services [2]