CMES(SH:601872) Ge Long Hui A P P·2026-01-29 08:01Core Viewpoint - The successful delivery of the LNG carrier "Haihan" marks a significant milestone for the company in its commitment to the dual-driven development strategy of LNG transportation, enhancing its capabilities in clean energy transport and market coverage [1][2]. Group 1: Vessel Delivery and Specifications - The company received a 175,000 cubic meter LNG carrier named "Haihan" on January 28, 2026, from its subsidiary in Dalian [1]. - "Haihan" is the second of two energy-efficient LNG carriers ordered in 2022, designed according to the latest international standards for LNG carriers [1]. - The vessel features a new dual-fuel slow-speed main engine and an integrated ICER system, meeting the highest emission standards set by the International Maritime Organization in both fuel and gas modes [1]. Group 2: Strategic Importance - The delivery of "Haihan" follows the operational launch of the "Haiyun" vessel and is a key practice in the company's strategy to capitalize on global energy transition and shipping market opportunities [1]. - This delivery will further enhance the company's LNG fleet capacity structure, indicating an improvement in its comprehensive service capabilities in the clean energy transport sector [1]. Group 3: Fleet Management - As of the announcement date, the company's LNG transportation segment, including its equity stake in CLNG, manages 32 vessels and has 32 vessels on order [2]. - An additional four LNG carriers are expected to be delivered in 2026 as part of the CLNG's participation in the first phase of the gas project [2].