31页|2025年航运业转型融资研究报告

Core Viewpoint - The green shipping industry is becoming a central focus for the global shipping sector's low-carbon transition, driven by policies from organizations like the International Maritime Organization (IMO) and national initiatives in China aimed at promoting green ship development and technology [1][9][16]. Group 1: Green Shipping Industry Overview - The green shipping industry is projected to require an investment of approximately $1 to $1.9 trillion globally to achieve net-zero emissions by 2050, necessitating effective financial market support [2][12]. - China's green ship manufacturing industry has developed a leading global industrial system, making significant progress in green ship technology, industrial chain ecology, and demonstration applications [10][12]. - The technology landscape for green ships includes clean energy, energy efficiency enhancement, and carbon capture technologies, each with varying levels of maturity and application potential [10][16]. Group 2: Financial Support for Green Shipping - Financial support for green shipping is crucial, with China exploring various debt financing models such as medium-term loans, supply chain finance, and transformation loans [2][49]. - Internationally, diverse financial practices are emerging to support the low-carbon transition of green shipping, including green bonds and sustainable development-linked loans [2][12]. - Shanghai is actively exploring industrial cultivation, market mechanism construction, and financial support to facilitate the low-carbon transition of the shipping industry [2][11]. Group 3: Challenges and Recommendations - The financial support for green shipping faces challenges such as insufficient economic viability of mandatory emissions reductions, high comprehensive risks in industrial financing, and inadequate market adaptability [3][12]. - Recommendations include strengthening policy and market mechanisms, developing a combination of financing to meet different stages of funding needs, and expanding the types of financial products available [3][12]. - There is a need to enhance support for the entire shipping ecosystem, including infrastructure for clean fuel supply, shore power, and carbon capture [3][12]. Group 4: Regional Development and Distribution - Key regions in China, such as Shanghai, Jiangsu, Shandong, Fujian, and Liaoning, are forming concentrated development trends in the green shipping industry, each exploring differentiated paths based on local advantages [12][42]. - The distribution of the shipbuilding industry in China is concentrated in coastal provinces, with significant contributions to shipbuilding completion and new orders [42][43].