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中信建投:国际海事组织即将审议“净零框架” 航运业减排进程或迎变革
Zheng Quan Shi Bao Wang·2025-10-14 00:21

Core Viewpoint - The International Maritime Organization (IMO) is holding a special MEPC meeting from October 14 to 17 to review and vote on the "Net Zero Framework," with significant support and opposition from various countries and organizations [1] Group 1: Support and Opposition - Seven national shipowner associations, including those from Japan, the UK, Belgium, and Norway, have expressed strong support for the "Net Zero Framework" [1] - Major international organizations such as the International Chamber of Shipping (ICS) and the European Community Shipowners' Associations (ECSA) also support the framework [1] - Several prominent shipping groups have voiced opposition to the "Net Zero Framework" [1] Group 2: National Stance - The United States has taken a clear stance against the "Net Zero Framework," recently announcing five sanctions against countries that support the framework, including visa restrictions and port fees [1] Group 3: Implications of the Vote - If the "Net Zero Framework" is approved, there will be a rapid increase in global shipping emission reduction demands, leading to accelerated demand for green methanol [1] - Conversely, if the framework is not approved, regions may pursue their own emission reduction paths, potentially slowing the progress of emission reductions in the shipping industry [1]