Core Viewpoint - The company is adopting a "phasing out the old and building the new + green intelligence" strategy for fleet renewal, focusing on low-carbon and smart new energy vessels while disposing of outdated and inefficient ships [2] Group 1: Fleet Renewal Strategy - The company plans to deliver 6 new ships by 2026, adding nearly 500,000 deadweight tons of capacity, with over 30% of the fleet being green capacity [2] - The average age of the fleet is currently 7 years, which is below the industry average [2] Group 2: Ship Type Planning - The ship type planning focuses on dry bulk core, primarily using Panamax vessels while also considering handy size [2] - The new additions include 63,500-ton low-carbon smart bulk carriers and 89,000-ton methanol dual-fuel bulk carriers, suitable for transporting bulk commodities like grain and iron ore [2] - Some new ships are designed with the capability for future methanol dual-fuel retrofitting, allowing for fuel transition [2] Group 3: Emission Reduction Initiatives - The company implements a "dual-wheel drive" approach for carbon reduction, focusing on "energy efficiency improvement + fuel transition," with new ships featuring reduced fuel consumption and meeting emission standards [2] - Four new ships are equipped with methanol dual-fuel main engines to hedge against carbon cost impacts [2] - The company is also advancing environmental retrofitting of existing vessels to comply with IMO emission reduction regulations and EU carbon tax [2] Group 4: Technological Innovations - The company is building an intelligent shipping platform and a Maritime Operations System (MOS) to optimize route planning and enhance operational efficiency [2] - Exploration of innovative scenarios such as drone maritime applications is also underway [2]
国航远洋：船队更新采用“汰旧建新+绿色智能”策略