Core Points - The first domestically developed dual-fuel passenger and vehicle roll-on/roll-off ship, "GNV.VIRGO," was named and delivered in Nansha, Guangzhou on the 23rd [1] - The ship was custom-built by Guangzhou Shipyard International, a subsidiary of China State Shipbuilding Corporation, for Grandi Navi Veloci (GNV), a passenger ferry operator under the Mediterranean Shipping Company (MSC) [1] Company Summary - The ship "GNV.VIRGO" represents a significant achievement in China's shipbuilding industry, showcasing advancements in dual-fuel technology [1] - Grandi Navi Veloci (GNV) is positioned as a leading operator in the passenger ferry sector, enhancing its fleet with the addition of this new vessel [1] - Mediterranean Shipping Company (MSC) continues to expand its logistics and transportation capabilities through strategic investments in innovative vessels like the "GNV.VIRGO" [1]

Core Viewpoint - The delivery of the green luxury dual-fuel passenger ferry "Virgo" by Guangzhou Shipyard International, a subsidiary of China Shipbuilding Group, to the passenger ferry operator Grandi Navi Veloci (GNV) marks a significant advancement in eco-friendly maritime transportation [1]. Group 1 - The "Virgo" ferry is designed to operate on dual fuel, indicating a shift towards more sustainable shipping solutions [1]. - The vessel was named and delivered on October 23, highlighting the completion of a significant project in the shipbuilding industry [1].

Core Viewpoint - The delivery of China's first self-developed large export dual-fuel ro-ro passenger ship marks a significant advancement in the domestic shipbuilding industry, showcasing technological innovation and self-reliance in maritime transportation [1][3]. Group 1: Ship Specifications - The dual-fuel ro-ro passenger ship can operate on both fuel oil and cleaner liquefied natural gas (LNG), featuring complete independent intellectual property rights [3]. - The vessel consists of 12 decks and is equipped with facilities such as a self-service restaurant, café, and observation lounge, with a total of 485 cabins, capable of accommodating 1,800 passengers and over 550 vehicles [3]. - The LNG power system on board can store approximately 1,000 cubic meters of liquefied natural gas, sufficient for about five days of navigation [5]. Group 2: Operational Details - After delivery, the dual-fuel ro-ro passenger ship is set to operate on the route between Genoa and Palermo in Italy [6].

Group 1 - The first domestically developed large export dual-fuel ro-ro passenger ship has been delivered by Guangzhou Shipyard International in Nansha, Guangzhou on October 23 [1] - The dual-fuel ro-ro passenger ship can operate on both fuel oil and cleaner liquefied natural gas (LNG), featuring complete independent intellectual property rights [3] - The ship has 12 decks, equipped with facilities such as a self-service restaurant, café, and observation hall, with 485 cabins, capable of carrying 1,800 passengers and over 550 vehicles, primarily for short-distance maritime transport [3] Group 2 - The LNG power system on board can store approximately 1,000 cubic meters of liquefied natural gas, sufficient for about five days of navigation [5] - The ship's interior is fully domestically produced, showcasing advancements in local manufacturing capabilities [5] - After delivery, the dual-fuel ro-ro passenger ship will operate on the route between Genoa and Palermo in Italy [6]

Core Insights - The company showcased its strategic initiatives and technological advancements in the renewable energy sector during the CWP2025 event, focusing on offshore wind power and green fuel developments [1][2]. Group 1: Green Fuel Business Developments - The company is building a "wind power-hydrogen-ammonia-methanol" green industrial chain to address wind power consumption issues and provide emission reduction solutions for high-emission industries [2]. - The company has made significant progress in its green fuel business, including successful trials in biomass gasification and the advancement of its green methanol project, which has secured sales contracts with major clients [2]. Group 2: Offshore and Onshore Wind Power Achievements - The company has seen substantial growth in China's wind power capacity, which increased from 130.75 million kW to 520.68 million kW over the past decade, with expectations for an additional 100 million kW by 2025 [3]. - The company is leading innovations in ultra-low wind speed technology and has established an innovation alliance in Chongqing to develop specialized wind turbine models [3]. - The company launched the world's first 18 MW offshore wind turbine in late 2022, with plans for further advancements in 25 MW models and smart operation technologies [4]. Group 3: Strategic Adjustments and Future Outlook - The company is currently in a strategic adjustment phase, focusing on upgrading models and optimizing personnel structure, which may temporarily impact performance [5]. - Long-term growth is anticipated through stable profits from wind farm transfer operations and new business segments like green fuel and blue ocean economy initiatives [5]. - The company aims to leverage the advantages of the China Shipbuilding Group's industrial chain and focus on ESG development to create long-term value for investors [6].

Core Viewpoint - The article highlights the advancements and innovations in the wind energy sector showcased at the Beijing International Wind Energy Conference and Exhibition (CWP2025), emphasizing China's leading position in wind power technology globally. Group 1: Turbine Innovations - Goldwind Technology introduced a trading-type wind turbine that shifts from a passive to an active generation model, potentially increasing project returns by 2% to 2.5% over its lifecycle [3] - Mingyang Smart Energy launched the world's first 50MW wind turbine, significantly increasing the maximum capacity of wind turbines and designed for deep-sea applications [7] - SANY Heavy Energy presented the SI-242 series wind turbine, capable of operating efficiently across a wide range of wind speeds, with a rotor diameter of 242 meters [8] - Envision Energy unveiled the first AI-integrated wind-storage unit, merging wind turbines, storage, and AI to enhance operational efficiency [5] Group 2: Component Innovations - Luozhou showcased the world's first 16MW offshore wind turbine main bearing, designed for large-scale wind turbine stability [23] - Pangu Intelligent launched a hydraulic motor yaw system that improves reliability and lifespan compared to traditional systems [25] - TBEA New Energy introduced the upgraded TSVG6.0 product, enhancing reliability and operational efficiency through advanced design and technology [27] Group 3: Comprehensive Solutions - China CRRC presented a comprehensive energy solution integrating wind, solar, hydrogen, and AI technologies, aimed at achieving sustainable development goals [11] - Shanghai Electric highlighted its integrated projects, including green hydrogen production and floating wind-fish integration, showcasing its capabilities in the renewable energy sector [13] - XBL Wind Power signed a strategic partnership with Multi Engineering Group to develop a dual-head floating wind power solution, focusing on cost efficiency and system performance [19]

Core Viewpoint - The article highlights the launch of two new wind turbine models by China Shipbuilding Technology, targeting the onshore low-wind-speed market and deep-sea wind power development, aiming to enhance the efficiency and scalability of wind energy projects in China [2][22]. Group 1: Product Launch and Features - The H220 platform includes onshore wind turbines with power ratings of 5MW and 7.7MW, designed specifically for low-wind-speed conditions, achieving a performance improvement of 10% through innovative blade design [12][16]. - The H305-20MW offshore wind turbine is engineered to withstand severe weather conditions, including typhoons, and is expected to enhance energy yield by over 10% in high-wind-speed areas [18][20]. - Both platforms are certified by China Classification Society and China Quality Certification Center, ensuring compliance with industry standards [6]. Group 2: Market Context and Challenges - The wind energy sector is transitioning from fixed income to a competitive pricing environment, necessitating a shift from single-machine performance to system value-driven approaches [10]. - The industry faces challenges such as high lifecycle costs and the need for adaptability to complex site conditions, prompting a focus on reliability and cost control [10][12]. Group 3: Technological Innovations - The H220 platform features a modular design that allows for efficient maintenance and a 30% reduction in operational costs, while the intelligent monitoring system enhances energy output by 5% [24]. - The H305-20MW model incorporates advanced simulation and testing methodologies, ensuring high reliability and performance in challenging offshore environments [20][22]. Group 4: Strategic Implications - The simultaneous launch of the H220 and H305-20MW models signifies China Shipbuilding Technology's commitment to providing tailored solutions for diverse wind energy applications, from low-wind-speed onshore to high-wind-speed offshore environments [22]. - The company aims to leverage its high domestic production rate of 99% and extensive assembly bases to meet growing market demands in regions like Zhejiang, Fujian, and Guangdong, with projected internal rates of return (IRR) exceeding 10% [24].

Core Viewpoint - The company plans to pre-list the transfer of 100% equity and related debts of its subsidiaries, aiming to optimize resource allocation and recover investment funds for future wind farm development [2][10]. Group 1: Transaction Overview - The company’s wholly-owned subsidiary, China Shipbuilding Group Wind Power Development Co., Ltd. (中船风电), intends to pre-list the transfer of 100% equity of China Shipbuilding Wind Power (Jixian County) New Energy Co., Ltd. and related debts [2]. - The transfer is part of the company's rolling development strategy for wind farm products, with the actual assessment of the equity still ongoing [2][10]. - The pre-listing is for information disclosure only and does not constitute a transaction; the trading counterpart is not yet defined, and no transaction contract has been signed [9]. Group 2: Financial Situation of Transaction Targets - For China Shipbuilding Wind Power (Jixian County) New Energy Co., Ltd.: - As of December 31, 2024, total assets are 776.75 million RMB, total liabilities are 650.75 million RMB, and owner's equity is 126 million RMB [5]. - As of September 30, 2025, total assets are 1,116.87 million RMB, total liabilities are 856.87 million RMB, and owner's equity is 260 million RMB, with operating income of 404,600 RMB [5]. - For China Shipbuilding Wind Power (Xingcheng) Clean Energy Development Co., Ltd.: - As of December 31, 2024, total assets are 1,724.47 million RMB, total liabilities are 1,407.47 million RMB, and owner's equity is 317 million RMB [8]. - As of September 30, 2025, total assets are 2,141.53 million RMB, total liabilities are 1,597.82 million RMB, and owner's equity is 543.71 million RMB, with operating income of 373,220 RMB [8]. Group 3: Purpose and Impact of the Transaction - The transaction aims to optimize resource allocation and recover initial investment funds for subsequent wind farm product development, contributing to the company's high-quality growth [10]. - The impact of the equity transfer on the company's current year profit is currently indeterminate due to ongoing assessment work [10].

中船科技股份有限公司 关于全资子公司预挂牌转让子公司股权及相关债权的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券代码 ：600072 证券简称：中船科技 编号：临2025-052 法定代表人：倪新凯 ● 中船科技股份有限公司（以下简称"公司"）全资子公司中国船舶集团风电发展有限公司（以下简 称"中船风电"）拟在产权交易所预挂牌转让持有的中船风电（集贤县）新能源有限公司100%股权及相 关债权、中船风电全资子公司中船风电清洁能源科技（北京）有限公司持有的中船风电（兴城）清洁能 源开发有限公司100%股权及相关债权（相关债权挂牌底价以债权债务确认日（正式挂牌前）的金额来 确定） ● 本次预挂牌仅为信息预披露，不构成交易行为；交易对手尚不明确，尚未签署交易合同，无履约安排 ● 正式挂牌转让前，公司将根据股权的实际评估情况履行相应的审批程序 ● 鉴于评估工作尚在进行中，本次转让行为对公司本年度利润产生的影响暂时无法判断 一、交易概述 根据公司风场产品滚动开发的经营策略，公司全资子公司中船风电拟在产权交易所 ...

证券代码 ：600072 证券简称：中船科技 编号：临 2025-052 鉴于评估工作尚在进行中，本次转让行为对公司本年度利润产生的影响暂 时无法判断 一、交易概述 根据公司风场产品滚动开发的经营策略，公司全资子公司中船风电拟在产权 交易所预挂牌转让持有的中船风电（集贤县）新能源有限公司 100%股权及相关 债权、中船风电全资子公司中船风电清洁能源科技（北京）有限公司持有的中船 风电（兴城）清洁能源开发有限公司 100%股权及相关债权（相关债权挂牌底价 以债权债务确认日（正式挂牌前）的金额来确定）。截至本公告披露之日，评估 1 中船科技股份有限公司 关于全资子公司预挂牌转让子公司股权及相关债权的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 中船科技股份有限公司（以下简称"公司"）全资子公司中国船舶集团风 电发展有限公司（以下简称"中船风电"）拟在产权交易所预挂牌转让持有的中 船风电（集贤县）新能源有限公司 100%股权及相关债权、中船风电全资子公司 中船风电清洁能源科技（北京）有限公司持有的中船风电（兴 ...