本次加注实现了跨领域、跨行业共同推动大连东北亚绿色船燃加注中心建设。实施加注作业的中石 化中海船舶燃料供应有限公司是船舶清洁能源领域的积极探索者和践行者，发起成立了"可持续船用燃 料联合研发中心"，曾先后完成国内首单船用生物燃料油加注、首单船用灰色氨燃料加注及东北首单绿 色甲醇加注。接受加注作业的5500HP氨动力港口作业船由大连中远海运重工联合大连理工大学设计研 制，船上搭载的自主研发氨气双燃料发动机、氨燃料供给系统、氨燃料储罐及尾气处理装置等核心设备 代表了当前船舶动力技术的最高水平，全压式氨燃料罐能够为主机提供稳定可靠的氨燃料供应，最大氨 能替代比例达91%，大大减少了对传统化石燃料的依赖，可有效降低船舶运营过程中的碳排放。加注的 绿色船用氨燃料源自远景科技集团全球最大绿色氢氨项目，采用100%绿色电力制备氨燃料，是全球首 个获此认证的绿氨产品。 这种绿色氨燃料的大规模应用，将为航运业提供零碳排放的解决方案，有力推动全球航运业向低 碳、环保、可持续的方向发展。东三省和内蒙古东部地区拥有丰富的风光资源和生物质秸秆资源，是全 国主要的氢氨醇一体化项目生产基地。大连地处东北亚航运枢纽位置，背靠东三省和内蒙古绿 ...

Group 1 - The 2025 China International Ship Technology and Safety Forum was held in Boao, focusing on the release of the "China Inland New Energy Clean Ship Technology Roadmap 1.0" [2] - The roadmap aims to provide authoritative guidance for the green transformation of China's inland shipping by addressing feasibility of energy, emission reduction contributions, industrial chain construction, and infrastructure improvement [2][3] - China Classification Society (CCS) released the "New Energy Application and Ship Type (2025)" report, which outlines the technology pathways for inland and coastal vessels, promoting decarbonization and smart digital innovation in the shipping industry [2][3] Group 2 - The forum's theme was "Intelligent Shaping of a New Shipping Ecology, Safe and Green Together for the Future," featuring discussions among government departments, international organizations, shipping companies, research institutions, universities, and financial institutions on key topics such as green technology evolution and digital transformation [3] - CCS Vice President Wang Hongwei emphasized the importance of building a standard system for intelligent and green vessels, advocating for greater global influence of Chinese standards [3] - International Chamber of Shipping (ICS) Deputy Secretary-General Simon Bennett called for enhanced international cooperation and policy alignment to steadily advance the global shipping decarbonization process [3] Group 3 - Dalian Maritime University Vice President Zhao Yutao shared research findings on hydrogen power, intelligent vessels, and green ports, proposing the creation of a collaborative innovation ecosystem to support the transformation of green shipping paradigms [3] - Singapore Maritime and Port Authority's Deputy Director Zhang Liwei introduced Singapore's comprehensive practices in building green corridors and advancing smart shipping systems, reflecting the integration of regional governance concepts and digital technology applications [3] - Ian Beveridge, CEO of Besh Group, highlighted the company's ongoing investments in crew training optimization, digital platform development, and sustainable governance strategies, stressing the need for traditional ship management companies to adapt to complex regulatory and market environments [4]

Group 1 - The global first pure ammonia fuel internal combustion engine demonstration vessel "Ammonia Hui" successfully completed its maiden voyage, marking a significant breakthrough in the industrial application of ammonia fuel in shipping by China Shipbuilding Group Henan Diesel Engine Heavy Industry Co., Ltd. [1] - The vessel is equipped with a CHG234V8MPI gas generator set developed independently by the company, featuring a 200kW gas generator and two 100kW propulsion motors, with a full load displacement of 50 tons and a rated speed of 10 knots [1][2] - Ammonia is recognized as a potential candidate for decarbonizing shipping due to its high energy density and carbon-free combustion, producing only water and nitrogen when burned [1] Group 2 - The successful maiden voyage achieved stable and complete combustion of pure ammonia fuel, near-zero carbon dioxide emissions, and effective control of nitrogen oxides, validating the feasibility of ammonia-hydrogen blended fuels in various sectors [2] - The company plans to accelerate the development of new power models using pure methanol and ammonia-hydrogen fuels, focusing on breakthroughs in low-carbon fuel megawatt-class models and their engineering applications [2]

Core Viewpoint - The successful maiden voyage of the world's first ammonia-fueled internal combustion engine demonstration vessel, "Ammonia Hui," marks a significant breakthrough in the industrial application of ammonia fuel in the shipping industry, paving a new path for energy conservation and green development in maritime transport [1][2]. Group 1: Ammonia Fuel Potential - Ammonia is a crucial raw material in the chemical industry, known for its high energy density and carbon-free combustion, producing only water and nitrogen when burned, which positions it as a promising candidate for decarbonizing shipping [1][2]. - The International Energy Agency projects that ammonia will account for 45% of shipping energy demand by 2050, indicating its substantial potential in the maritime sector [1]. Group 2: Technical Achievements - The research team at Hefei Comprehensive National Science Center has overcome several key technologies related to ammonia fuel, including plasma ignition, sustained combustion, and efficient catalytic cracking for hydrogen production [2]. - The successful trial demonstrated stable and complete combustion of pure ammonia fuel, achieving near-zero carbon dioxide emissions and effective control of nitrogen oxides, validating the future applicability of ammonia-hydrogen blended fuels in various sectors [2]. Group 3: Industry Impact - The successful operation of the ammonia-powered demonstration vessel is a milestone in accelerating the establishment of a clean, low-carbon, safe, and efficient water transportation energy system [2]. - If the ammonia internal combustion engine generator can reach megawatt levels, its application scope will expand significantly, which is crucial under the "dual carbon" strategy [2].

Group 1 - The company reported a revenue of 51.7 billion yuan for 2024, representing a year-on-year growth of 15%, with a net profit attributable to shareholders of 1.391 billion yuan, up 78% [1] - The company's diesel engine business generated revenue of 22.9 billion yuan in 2024, a 33% increase year-on-year, with a gross margin of 21%, up 5.2 percentage points [1] - The company is focusing on high-quality orders, with new low-speed engine orders decreasing by 20.09% year-on-year, while the gross margin for new orders increased by 4 percentage points [1] Group 2 - The company has established a global service network for low-speed engines, covering major shipping ports in the Asia-Pacific, Europe, and America, which could contribute approximately 1.1 billion yuan in net profit annually if the maintenance business fully covers the WinGD brand [2] - The acquisition of minority stakes in the ship diesel engine business from the parent company is a key valuation consideration, with potential costs ranging from 22.6 billion yuan to 71 billion yuan depending on the financing method [2] Group 3 - The implementation of the 301 new plan is expected to positively impact shipyards by eliminating certain fees for new ship orders, which may lead to a recovery in order volumes and ship prices [3] - The company is expected to see an increase in net profit forecasts for 2025-2027, with projected profits of 2.053 billion yuan, 3.101 billion yuan, and 3.572 billion yuan respectively, maintaining a "buy" rating [3]