CMES(SH:601872) Zhong Guo Zheng Quan Bao - Zhong Zheng Wang·2025-12-23 06:55Core Viewpoint - The delivery of the world's first methanol dual-fuel VLCC "Kai Tuo" marks a significant step for the company in promoting green shipping and achieving long-term carbon neutrality goals in the shipping industry [1][2]. Group 1: Delivery Announcement - The "Kai Tuo" vessel was delivered on December 22, 2025, from Dalian Shipbuilding Industry Group [1]. - The company approved the construction of the methanol dual-fuel VLCC at its seventh board meeting in 2023 [1]. Group 2: Environmental Impact - The vessel's power system allows for flexible switching between traditional fuel and methanol, meeting the highest emission standards set by the International Maritime Organization (IMO) Tier III [1]. - Using green methanol can reduce greenhouse gas emissions by over 70% [1]. Group 3: Strategic Implications - The delivery of the "Kai Tuo" is expected to enhance the company's energy-saving and carbon reduction metrics, thereby strengthening its market competitiveness and service capabilities [2]. - The company currently has 15 oil tanker orders, including 5 owned VLCCs and 3 long-term chartered VLCCs, with deliveries scheduled between 2026 and 2028 [2].