长江“黄金水道”迎新能源风口，湖北宜昌竞逐新赛道

Core Viewpoint - The development of new energy vessels, particularly in the context of the Yangtze River, is gaining momentum, with significant advancements in technology and infrastructure being showcased at the 2025 Green Energy Development Conference in Yichang, Hubei Province [1][4]. Group 1: New Energy Vessels - The world's largest 10,000-ton pure electric transport vessel, "Gezhouba," was launched, marking a significant milestone for green shipping in China's inland waterways [1]. - "Gezhouba" has a total length of 129.98 meters, a maximum load capacity of 13,740 tons, and a battery capacity of 24,000 kWh, enabling a range of 500 kilometers [1]. - The vessel is expected to replace approximately 617.5 tons of fuel annually, reducing carbon dioxide emissions by about 2,052 tons [1]. Group 2: Yichang's Shipbuilding Industry - Yichang has 232 kilometers of navigable waterways, with around 60,000 vessels passing through annually, fostering the growth of the local shipbuilding industry [4]. - The city has 25 shipbuilding enterprises and over 100 shipping companies, with plans to build 150 new vessels in 2024, including 50 new energy vessels [4]. - Yichang is a leader in exploring green power technologies, focusing on LNG, batteries, and hydrogen fuel [4]. Group 3: Market Trends and Orders - The demand for new energy vessels is surging, with 87.7% of the 27.4 billion yuan in shipbuilding orders this year being for new energy vessels [5]. - As of September this year, Yichang's shipbuilding companies received 191 new orders, with a 90% share for new energy vessels, reflecting a year-on-year increase of 72% [5]. - Yichang has launched several pioneering new energy vessels, contributing to the "Yichang phenomenon" in the Yangtze River region [5]. Group 4: Future Projections - By 2026, Yichang aims to manufacture over 300 vessels with a total tonnage exceeding 3 million tons, and the total output value of the green intelligent shipbuilding industry is projected to reach 50 billion yuan [6]. - The Yangtze Maritime Bureau reports that 132 new energy vessels have been built and operational in the Yangtze River from Sichuan to Anhui, with plans for 406 more in the current year [6]. - Experts emphasize the need for reduced costs of green fuels to accelerate the transition from fossil fuels in the shipping industry [6].