2025年12月31日，中远海运特种运输股份有限公司宣布，将在中船澄西船舶修造有限公司下单订造4艘多用途重吊 船。 公告显示，为了加快推进公司发展战略转型升级，进一步做优、做强多用途重吊船船队，经第九届董事会第五次会 议审议通过，将由全资子公司中远航运（香港）投资发展有限公司作为投资主体，在中船澄西投资建造4艘4万吨级 多用途重吊船。 这份订单船价合计金额为14.92亿元，相当于单船造价3.73亿元。其中首艘船计划2028年6月或之前交付，后续3艘陆 续计划在2029年2月底前交付。 中远海特指出，近年来，快速发展的风电市场带来大量海运需求，风电大型化、向深远海发展的趋势对公司多用途 重吊船队的规模、船型结构都提出更高的要求。作为全球最大的风电设备海运服务商之一，中远海特本次新造4艘4 万吨级多用途重吊船，将有利于进一步优化船队适货性，助力中国先进制造业走向世界，保障全球新能源产业供应 链安全稳定。 经测算，本次项目内部收益率约6.76%，静态投资回收期11.8年，具有较好的经济效益。 据了解，中远海运特运主营特种船运输及相关业务，以"打造全球领先的特种船公司，实现向'产业链经营者'和'整 体解决方案提供者' ...

Group 1 - The U.S. new energy industry is undergoing significant changes due to tariff uncertainties and the introduction of the "Great and Beautiful" Act, which primarily affects Chinese supply chain companies in the new energy sector [1][2] - Panasonic has decided to delay the full operation of its new electric vehicle battery factory in the U.S. due to sluggish sales reported by its main customer, Tesla. The factory, which began construction in fall 2022, was planned to start operations by the end of the 2026 fiscal year with an investment of approximately $4 billion [1] - Other battery manufacturers, including Envision AESC and Guoxuan High-Tech, have also announced delays or reductions in their U.S. projects, with a total capacity of 19.2 GWh being postponed [1][2] Group 2 - The "Great and Beautiful" Act, signed by President Trump, includes provisions that will affect government subsidies for electric vehicle purchases, potentially reducing sales of new energy vehicles in the U.S. and impacting Chinese supply chain companies [2][3] - The Act imposes restrictions on companies with significant Chinese ownership or components, which may lead U.S. and other foreign companies to avoid sourcing from Chinese suppliers, thereby affecting the supply chain dynamics in the U.S. new energy sector [3][4] - Companies like CATL, Envision AESC, and Guoxuan High-Tech, which have established operations in the U.S., are expected to be significantly impacted by these changes, especially those heavily reliant on the U.S. market [4] Group 3 - The uncertainty surrounding U.S. tariffs and policies has led to a reevaluation of investment economics, resulting in project cancellations and capacity planning being put on hold [5] - The global energy storage market is experiencing a shift characterized by regional fragmentation, increased competition, and a need for strategic flexibility among companies [5] - Companies are advised to optimize market strategies, enhance technological innovation, and improve supply chain resilience to navigate the evolving landscape effectively [5]