YPH(SZ:000088) Shen Zhen Shang Bao·2025-08-09 18:33Core Viewpoint - Shenzhen's LNG bunkering operations have expanded from the eastern port area to the western port area, enhancing the port's green shipping service capabilities and marking a significant step in the transition to renewable energy in the shipping industry [1][2]. Group 1: LNG Bunkering Operations - The "Xin Ao Pu Tuo" vessel successfully bunkered approximately 6,700 cubic meters of LNG for the "Da Fei Cheng Shi" container ship, marking the first LNG bunkering at the western port area of Shenzhen [1]. - Shenzhen has become the fourth globally and the second in China to have simultaneous loading and LNG bunkering capabilities for international vessels [2]. - The eastern Yantian port area has seen a rapid increase in LNG bunkering, with a total of 310,200 cubic meters bunkered in the first half of this year, surpassing the total volume for the previous year [2]. Group 2: Industry Trends and Future Plans - The global shipping industry is rapidly transitioning to renewable energy, with LNG-powered vessels accounting for 102 out of 647 new ship orders in the first half of this year, representing 55.5% of the total [1]. - The Shenzhen Municipal Transportation Bureau is planning to enhance LNG emergency anchorage and bunkering capabilities while exploring alternative fuels such as biofuels and green methanol [3]. - Research indicates a potential "combinatorial substitution" trend in ship fuel development, with LNG being the preferred short-term alternative and methanol and ammonia having the most promising long-term applications [3].