【文/观察者网 潘昱辰 编辑/高莘】12月4日，在上海海事展期间，宁德时代旗下宁德时代电船科技有限 公司正式发布"船-岸-云"零碳航运及智慧港航一体化解决方案，并系统性展示了自2017年进入船舶领域 以来的阶段性成果与未来布局。 宁德时代于2017年开始船舶领域的布局，2019年实现第一艘电动船舶下水运行。宁德时代船舶事业部副 总经理庄展汀表示，截至目前，宁德时代已为近900艘各类电动船舶提供动力解决方案，如全球最大电 量的纯电内河客船"长江三峡1"、全国首艘入级中国船级社（CCS）的纯电海上客船"屿见77"、全国首 艘混合动力拖轮"青港拖1"、全国首个船站整体交付并独立运营的货船换电示范项目"济宁6006"等。目 前，宁德时代在电动船舶领域市占率大约为40%，在全球电动船舶电池配套市场居于首位。 宁德时代电船案例宁德时代 宁德时代电船科技有限公司总经理苏怡怡表示，过往在船舶运营中，动力、补能和维修分属不同供应 商，协调困难且责任不清，导致三十年运营期问题不断、效率低下；且存在初始购置成本高、补能基础 设施不足、续航里程焦虑、复杂的水域状况以及各项技术标准的不统一等系统性问题，使船东往往陷 入"买不起船、充不 ...

本文字数：1081，阅读时长大约2分钟 作者 | 第一财经 肖逸思 12月4日，在上海海事展上，宁德时代旗下宁德时代电船科技有限公司（下称"时代电船"）发布 了"船-岸-云"零碳航运及智慧港航一体化解决方案，从船上动力系统、岸基补能网络到云端智能管 理，实现全链条整合。 "电动船舶板块是宁德时代'全域增量'战略中承上启下的关键一环。"宁德时代船舶事业部/时代电船 总经理苏怡怡在接受第一财经等媒体采访时表示。 在不久前的2025世界动力电池大会上，宁德时代董事长曾毓群首次正式提出"全域增量"战略。苏怡 怡解释称，"全域增量"战略，核心在于将宁德时代在动力电池领域积累的核心能力，拓展至陆、 海、空全交通场景。当前，宁德时代全球动力电池装车量市占率已接近40%，而航运脱碳是下一个 确定性的万亿级赛道。船舶板块将宁德时代的市场边界，从陆路系统性拓展至水域，是集团创新增长 曲线中的重要板块。 2025.12. 04 与电动汽车相比，电动船舶发展需直面高湿、高盐雾、长航时、大功率等严苛运营环境的挑战。而 且，在过往船舶运营中，动力、补能和维修分属不同供应商，协调困难且责任不清，导致船舶三十年 运营期问题不断、效率低下；除 ...

Group 1 - The core viewpoint of the news is that CATL's subsidiary, Times Electric Ship Technology Co., has launched a comprehensive "ship-shore-cloud" zero-carbon shipping and smart port integration solution, which integrates the entire chain from onboard power systems to shore-based energy replenishment networks and cloud-based intelligent management [1] - The "All-domain Increment" strategy proposed by CATL aims to expand its core capabilities in the power battery sector to all transportation scenarios, including land, sea, and air, with a current global market share of nearly 40% in power battery installations [1] - The electric ship sector is seen as a critical component of CATL's growth strategy, with significant potential for expansion as the market for decarbonizing shipping is projected to be a trillion-dollar opportunity [1] Group 2 - According to a recent report by Aijian Securities, the electric ship battery market is still in the exploratory phase, with substantial growth potential; global electric ship battery shipments are expected to reach 268.5 GWh by 2029, with a compound annual growth rate (CAGR) of approximately 125.7% from 2025 to 2029 [2] - The Chinese market for electric ship batteries is projected to reach 3.6 GWh in 2025 and 104.7 GWh by 2029, with a CAGR of 131.9% during the same period [2] - The electric ship industry faces challenges such as harsh operating environments and high initial costs, which CATL aims to address with its integrated solutions that include battery systems, power systems, and intelligent navigation systems [2] Group 3 - The market for lithium batteries in the electric ship industry is highly concentrated, with CATL, EVE Energy, and Guoxuan High-Tech together holding nearly 80% of the market share, despite 30 companies having CCS certification for marine lithium batteries [3]