新年伊始，中国船舶集团有限公司旗下武昌船舶重工集团有限公司5艘1100TEU集装箱船、4艘1800TEU集装箱船建造合同正式签署生效。 目前，武昌造船已启动该系列船的前期筹备工作，将以节拍化建造模式推进项目实施，确保船舶高质量按期交付。 近年来，武昌造船打造了液化天然气（LNG）动力海工船、风帆助力甲醇动力滚装船、化学品船、支线集装箱船等一系列标杆项目，为国内外知名船东 承建的支线集装箱船均实现高质量按期交付。同时，武昌造船以技术创新筑牢品牌核心竞争力，强化新船型自主研发，自主设计的1320TEU甲醇双燃料动 力集装箱船、1900TEU曼谷型集装箱船等3型产品获得船级社原则性认可（AiP）证书，不断扩大支线箱船谱系。武昌造船在绿色智能船舶、高端海工装备 等领域的技术积淀，以及在支线集装箱船建造领域的卓越履约能力促成了此次合作。 目前，武昌造船还在油船、化学品船领域发力，自主设计的18600载重吨特涂油化船、26000载重吨双相不锈钢油化船、29000载重吨氨燃料动力双相不锈 钢化学品船获得船级社证书并完成模型试验，化学品船自研船型已覆盖从7000载重吨到29000载重吨，油化船自研谱系基本形成。未来，武昌造船 ...

本报大连12月22日电 （记者胡婧怡）记者从中船集团所属大连船舶重工集团有限公司（以下简称"大连 造船"）了解到，我国自主设计建造的全球首制甲醇双燃料动力智能超大型油轮"凯拓"轮22日在辽宁大 连成功交付。 "凯拓"轮是大连造船自主研发的第八代超大型油轮船型，入级中国船级社，总长约333米，具有适航性 强、适港性佳、低排放和智慧运营等性能，未来将服务于中东—远东航线。"该船满载吃水浅于常规超 大型油轮船型，显著增强了通航马六甲海峡的便捷性，大大提升了港口适应性。"大连造船项目经理李 吉明介绍。 （文章来源：人民日报） 在动力方面，"凯拓"轮采用国产甲醇双燃料主机和甲醇燃料供给系统，相比使用常规燃油，二氧化碳排 放最高减少92%，硫氧化物排放减少99%，颗粒物减少90%。在智慧运营方面，"凯拓"轮搭载了国内自 主研发的智能船基平台、智能液货管控系统、智能机舱运维系统等，能有效提升船舶智慧运营的经济 性、高效性和安全性。 ...

"面向未来，双方将以此次签约为新起点，在科技创新、绿色低碳、智能船舶和智能制造等领域开展更 深层次合作，共同构建安全、高效、绿色和韧性的全球海运体系。"上述中船集团人士表示。 国际海事数据机构Alphaliner发布的最新数据显示，截止到12月9日，全球班轮公司运力排行中，最高的 为地中海航运，合计运力709.75万标准箱（TEU），市场占比达21.3%，马士基和法国达飞轮船分别位 列第二和第三，市场占比为13.9%和12.3%。中远海运排名第四，运力约355.54万TEU，市场占比为 10.7%。 近两年来，全球主要航运企业均在大手笔下单新船。全球最大集装箱航运公司地中海航运就是其中的典 型，2024年，地中海航运共签订56艘、约110万TEU集装箱船新造订单，合计1121.2万载重吨，以载重 吨计，成为当年订单量最大的航运企业。2025年，地中海航运也在不断签订新船订单，如6月在招商工 业海门基地，订造6艘22000TEULNG双燃料集装箱船，订单总价值超过12亿美元；7月在中国船厂下单6 艘22000TEU集装箱船，总价值超过13亿美元。通过近两年持续下单买船，地中海航运运力与排名第二 的马士基已拉开差 ...

【今日新股】 【隔夜行情】 •周一（2025年12月8日），A股市场三大指数集体收涨，截至收盘，沪指报3924.08点，涨0.54%；深证 成指报13329.99点，涨1.39%；创业板指报3190.27点，涨2.6%。总体来看，个股涨多跌少，上涨个股超 3400只。沪深两市全天成交额2.04万亿元，较上个交易日放量3100亿元。 •周一（2025年12月8日），港股承压走低，恒指跌超1%再失守两万六大关。截止收盘，恒生指数跌 1.23%或319.72点，报25965.36点，全日成交额为2062.3亿港元；恒生国企指数跌1.25%，报9083.53点； 恒生科技指数平收，报5662.55点。 •周一（当地时间2025年12月8日），美国股市逢感恩节次日提早三小时收盘，三大指数连续第五个交易 日上涨。截至收盘，道琼斯指数涨0.61%，报47716.42点；标普500指数涨0.54%，报6849.09点；纳斯达 克综合指数涨0.65%，报23365.69点。 元创股份，证券代码001325，发行价格24.75元/股，发行市盈率12.93倍；公司主营业务为橡胶履带类产 品的研发、生产与销售，主要产品包括农用机械橡 ...

Core Viewpoint - The development of intelligent shipping is seen as a significant opportunity for the maritime industry, despite the challenges posed by technology, standards, regulations, and business models [1][4]. Group 1: Challenges in Intelligent Shipping - The maritime environment is complex and variable, impacting ship operations significantly, which tests the limits of intelligent systems in perception, decision-making, and control stability [2]. - There is a growing issue of crew shortages, making the automation of certain functions a necessity rather than an option, especially in remote operations where communication is challenging [2]. - The three main challenges for intelligent shipping are extreme environments, human resource shortages, and limited communication capabilities [2]. Group 2: Technological Innovations - The integration of artificial intelligence and machine vision is a focal point for the industry, with the development of intelligent safety systems aimed at enhancing navigation safety and reducing human error [2][3]. - The introduction of assisted docking systems is likened to having a "smart pilot," making docking operations safer and more efficient [3]. Group 3: Regulatory Framework and Standards - The development of intelligent shipping requires a reevaluation of existing rules and standards, particularly concerning the operation of Maritime Autonomous Surface Ships (MASS) [4][5]. - Non-mandatory MASS regulations are expected to be finalized by 2026, with mandatory rules to be developed by 2028 and implemented by 2032 [5]. Group 4: Industry Collaboration - The advancement of intelligent shipping necessitates collaboration across the entire industry chain, emphasizing the importance of international cooperation to address fragmented technical standards [5][6]. - The Shanghai Shipbuilding Research Institute is actively involved in the legislative work for MASS, contributing to the development of rules and standards [5]. Group 5: Human-Machine Interaction - The ultimate goal of intelligent shipping is not to create fully autonomous vessels but to achieve a harmonious balance between human operators and intelligent systems [7]. - The transition from human-centric operations to human-machine collaboration requires clear definitions of operational boundaries and the ability for systems to revert control to human crew members when necessary [7]. Group 6: Future Outlook - The wave of intelligent shipping is expected to reshape every aspect of the maritime industry, although it will not instantaneously transform traditional shipping methods [8].

Core Insights - The interest and support for unmanned navigation among ship captains indicate a proactive approach towards the transformation brought by artificial intelligence and autonomous navigation in the shipping industry [1] - The development of smart ships is a complex system engineering challenge involving technology, standards, regulations, business models, and industrial ecology, presenting both challenges and historical opportunities for the shipbuilding industry [1][2] - The global shipping industry faces multiple challenges, including supply chain restructuring, upgraded environmental regulations, and energy transition pressures, with digitalization and intelligence being key pathways to address these issues [1][2] Group 1: Technical Challenges - The complex marine environment significantly impacts ship operations, with factors like wind, waves, and currents testing the limits of ship structure and intelligent systems [2] - The shortage of crew members has made the integration of intelligent systems to supplement or partially replace human labor a necessity, especially given the communication difficulties during long-distance voyages [2] - Existing navigation tools have limitations that need to be addressed for a future of unmanned or highly automated navigation, highlighting the need for advancements in intelligent navigation systems [2][3] Group 2: Innovation and Collaboration - The development of smart ships requires collaboration across the entire industry chain, moving beyond individual shipyards or shipping companies [4] - The International Maritime Organization (IMO) is working on non-mandatory MASS (Maritime Autonomous Surface Ships) regulations to be finalized by 2026, with mandatory rules expected by 2028 and effective by 2032 [5] - China's involvement in the development of MASS regulations demonstrates a commitment to contributing to global standards and practices in smart shipping [5][6] Group 3: Human-Machine Integration - The ultimate goal of smart ships is not to create fully autonomous vessels but to find a balance between human and machine collaboration, where human roles evolve from traditional operators to system managers and decision-makers [7][8] - The design of intelligent ship systems must allow for seamless transitions back to human control in case of system failures or when operating outside defined parameters [7] - The transition from a human-centric to a human-machine collaborative approach in ship operations necessitates clear definitions of operational boundaries between humans and machines [7]

Core Viewpoint - The shipping industry is undergoing a significant transformation driven by artificial intelligence and autonomous navigation, with stakeholders expressing a proactive and open attitude towards these changes [1][7]. Industry Challenges - The development of intelligent ships is a complex system engineering challenge involving technology, standards, regulations, business models, and industrial ecology, presenting both challenges and historical opportunities for high-quality development [1][2]. - The global shipping industry faces multiple challenges, including supply chain restructuring, upgraded environmental regulations, and energy transition pressures, with digitalization and intelligence seen as key solutions [1][2]. Technical Challenges - The maritime environment is complex and variable, significantly affecting ship operations, which tests the limits of intelligent systems in perception, decision-making, and control stability [1][2]. - The shortage of crew members and communication difficulties during long-distance voyages highlight the importance of autonomous capabilities on ships [2]. Technological Innovations - The integration of artificial intelligence and machine vision is a focal point for the industry, with the development of intelligent safety systems aimed at enhancing navigation safety management through features like collision avoidance and shore-ship collaboration [2][3]. - The emergence of auxiliary docking systems is likened to having a "smart pilot" on board, making docking operations safer, more efficient, and precise [3]. Regulatory Framework - Current international maritime organization (IMO) documents indicate that existing rules do not adequately address issues related to Maritime Autonomous Surface Ships (MASS), necessitating the development of new guidelines [4]. - Non-mandatory MASS rules are expected to be finalized by 2026, with mandatory rules to be drafted by 2028 and implemented by 2032 [4]. Collaborative Efforts - International cooperation is essential to address the fragmentation of technical standards in intelligent shipping, requiring a cross-domain compatible technical framework [5]. - The restructuring of ship types and system architectures is anticipated under the new MASS regulations, which will enhance testing and validation systems [6]. Human-Machine Interaction - The ultimate goal of intelligent ships is not to create fully autonomous vessels but to redefine the roles of crew members, transitioning them from traditional operators to system managers and decision-makers [7]. - A balance must be struck between leveraging artificial intelligence capabilities and managing its limitations, ensuring that systems can seamlessly revert control to human operators when necessary [6][7].

Core Insights - China Shipbuilding Group launched its brand promotion week and open day event, showcasing advancements in smart shipbuilding and innovations in the LNG sector [1][2] - The event included media interactions with frontline employees and technology achievements, highlighting the company's role in the LNG industry and its commitment to green energy solutions [1] Group 1: Company Achievements - China Shipbuilding Group has developed a world-class advanced industrial cluster for marine equipment, including large cruise ships, very large crude carriers (VLCCs), large LNG carriers, and ultra-large container ships [2] - The company is continuously extending its reach into the high-end global industrial and value chains, enhancing its international competitiveness [2] Group 2: Technological Innovations - The event featured various technological advancements, including breakthroughs in optical, navigation, quantum measurement, and semiconductor manufacturing [1] - The company is focusing on low-carbon and zero-carbon ship engines, aiming to lead in green energy and drive the "Deep Blue" vision [1] - The Shanghai Shipbuilding Research Institute is leading the development of green low-carbon ship design and smart ship trends [1]

Core Points - The launch of the "740TEU pure electric open-top container ship" marks a historic breakthrough in China's shipping industry, representing the world's largest and the first domestic 10,000-ton pure electric intelligent sea vessel, transitioning coastal container transport into a zero-emission, pure electric era [1][9] Group 1: Vessel Specifications - The vessel measures 127.8 meters in length, 21.6 meters in width, and 10.5 meters in depth, featuring a dual-engine dual-propeller propulsion system with a maximum speed of 11.5 knots [3] - It is equipped with 740 standard 20-foot container slots and innovatively includes 10 box-type batteries as the power core, capable of charging via high-voltage shore power or quick battery swaps [3] Group 2: Environmental and Energy Features - The ship is designed to achieve zero emissions throughout its operation and loading/unloading processes, supported by a photovoltaic system that provides renewable energy [3] Group 3: Intelligent Features - The vessel integrates advanced systems such as an intelligent integrated platform and smart engine room, enabling autonomous navigation in open waters with features like real-time situational awareness, all-weather navigation perception, route planning, unmanned driving, and autonomous collision avoidance [5] Group 4: Project Development - The successful launch of the first vessel indicates that the main hull has been fully connected, with the installation of key equipment like generators and propulsion motors nearing completion, leading into the mooring and navigation testing phase to ensure timely delivery [7] Group 5: Industry Impact - The completion of this milestone pure electric intelligent vessel not only showcases the innovative strength of China's shipbuilding industry but also sets a new benchmark for promoting green, zero-carbon, high-quality development in the shipping sector [9]

Core Viewpoint - China's shipbuilding industry is rapidly evolving from a global manufacturing hub to a leader in the maritime sector, showcasing remarkable efficiency and innovation in ship construction [1][25]. Group 1: Efficiency and Innovation - The Shanghai Waigaoqiao Shipbuilding Company can build a 114,000-ton oil tanker in just 80 days, significantly faster than South Korea's 120 days and Japan's 160 days [3]. - Key production milestones include completing half the hull in 22 days and the entire ship assembly in 16 days, with time deviations controlled within 2 hours [5][6]. - Advanced technologies such as laser cutting machines operate at 500 mm per second, achieving precision of less than 0.1 mm, and the utilization rate of steel has increased from 65% to 92% over the past decade [6][12]. Group 2: Supply Chain and Infrastructure - China has a complete shipbuilding supply chain, with 90% of components delivered to shipyards within 48 hours, allowing for simultaneous construction of multiple vessels [12]. - The country can provide specialized shipbuilding steel within 7 days, enhancing its competitive edge in the global market [12]. Group 3: Advancements in Cruise Ship Manufacturing - The production of cruise ships, considered the pinnacle of shipbuilding, has seen China overcome significant technical challenges, including controlling welding deformation to within 3 mm [13]. - China has established a full industrial chain for cruise ship manufacturing, including international repair services and key equipment supply [15]. Group 4: Future Developments and Market Position - China has secured 74.1% of new ship orders globally in 2024, with a 63.1% share of the total order backlog, while South Korea's orders have dropped by 22% [25][28]. - The development of an 10,800-car capacity transport ship is underway, expected to enhance shipping efficiency by 30% and create a "maritime highway" for electric vehicles [31].