Group 1 - The company, Yuanhai, has entered into a lease agreement to rent three large gas carriers, with a total rental amount of approximately RMB 5.1 billion during the lease term [2] - Yuanhai will also lease these three vessels to a charterer for a total rental amount of approximately RMB 8.8 billion, with the charterer providing performance guarantees for rental payments [2] - All three vessels are not yet operational and are expected to be delivered gradually by 2028 [3][5] Group 2 - COSCO Shipping Energy aims to optimize and upgrade its business structure by establishing a new energy transportation fleet, leveraging the technical advantages of the vessels that are compatible with green and low-carbon multi-liquid cargo transportation [3] - The transaction is expected to diversify the company's capacity development path, enhance its gas transportation service capabilities, and strengthen its competitiveness in the international market [3] - The company has announced an additional investment of approximately USD 34.03 million in Shanghai LNG for the construction of two LNG vessels, with the total investment for the project adjusted to about USD 49.33 million [4]

Core Viewpoint - The successful delivery of the LNG carrier "Haihan" enhances China's competitive advantage in the global gas carrier construction sector and strengthens the capabilities of China Merchants Energy Shipping Company in clean energy transportation [1][3]. Group 1: Delivery and Specifications - The "Haihan" LNG carrier, with a capacity of 175,000 cubic meters, was delivered on January 28 and is the second of two energy-efficient LNG carriers ordered by China Merchants Energy Shipping in 2022 [1]. - The "Haihan" is equipped with a new type of LNG dual-fuel slow-speed main engine and an integrated ICER system, meeting the highest emission standards set by the International Maritime Organization in both fuel and gas modes [3]. Group 2: Industry Impact and Future Orders - The delivery of the "Haihan" will improve the operational structure of China Merchants Energy Shipping's LNG fleet, enhancing its comprehensive service capabilities and market coverage in the clean energy transportation sector [3]. - As of January 28, China Merchants Energy Shipping manages 32 LNG vessels and has 32 vessels on order, with an additional four LNG carriers expected to be delivered by 2026 from its joint venture CLNG [3].

该轮为公司2022年在大连船舶重工集团有限公司第一批订造的2艘同型节能环保LNG运输船的第2 艘。"海瀚"轮与2025年9月交付的"海韵"轮规格相同，符合国际最新LNG运输船设计理念，具备卓越的 适港性和船岸兼容性。船舶配备新型LNG双燃料低速主机，集成ICER系统，在燃油和燃气模式下均满 足国际海事组织最高排放标准。液货舱采用GTTMarkIIIFlex型围护系统方案，日蒸发率仅0.085%；同时 配置再液化装置，可高效处理LNG蒸发气。 格隆汇1月29日丨招商轮船(601872.SH)公布，2026年1月28日，招商局能源运输股份有限公司（下称"公 司"）通过下属控股单船公司在大连接收了1艘17.5万立方米大型液化天然气（LNG）运输船"海瀚"轮。 截至本公告发布之日，公司LNG运输板块（含参股企业CLNG)管理营运中的船舶32艘，在手订单32 艘。预计2026年内参股企业CLNG参与的卡气一期项目还将交付4艘LNG运输船。 继"海韵"轮投入运营后，"海瀚"轮的成功交付，是公司坚定不移执行LNG运输业务"双轮驱动"发展战略 的重要实践，亦是公司紧抓全球能源转型与航运市场发展战略机遇、稳步推进自有LNG船队 ...

招商轮船公告称，2026年1月28日，公司通过下属控股单船公司在大连接收1艘17.5万立方米大型液化天 然气（LNG）运输船"海瀚"轮。该轮是2022年第一批订造的2艘同型船的第2艘，与"海韵"轮规格相同， 具备卓越适港性和船岸兼容性。"海瀚"轮交付将完善公司自有LNG船队运力结构，提升其在清洁能源运 输领域的综合服务与市场覆盖能力。 ...

Core Viewpoint - The article highlights the successful launch of the 38.7m³ II-type carbon fiber bundle container project by Shijiazhuang Anruike Gas Machinery Co., which signifies a technological breakthrough in gas transportation equipment and injects new vitality into the clean energy transport market, particularly for natural gas and hydrogen [2][6]. Group 1: Product Features and Innovations - The 38.7m³ II-type carbon fiber bundle container is currently the largest in the market, designed to accommodate a full range of gas media including natural gas, hydrogen, and helium, thus meeting diverse transportation needs of various industries [3][6]. - The container is equipped with an emergency shut-off device and optimized nitrogen bottle structures, enhancing safety and operational convenience by reducing the frequency of replacements [4][6]. - The use of advanced carbon fiber composite materials allows for a significant volume increase within the standard dimensions of a 40-foot container, directly improving gas transport capacity and efficiency, which is expected to create higher economic benefits for customers [6][9]. Group 2: Market Demand and Future Outlook - There is a growing national demand for clean energy sources such as natural gas and hydrogen, leading to increased expectations for improved transportation efficiency of bundle containers, with higher pressure and larger volume products becoming industry trends [6][9]. - Shijiazhuang Anruike, as a core member of the CIMC Group, has over 50 years of experience in pressure vessel manufacturing and has accumulated more than 170 authorized patents, playing a leading role in the high-pressure gas storage and transportation equipment industry [8][9]. - The company aims to continue focusing on market demands, advancing research and development in gas transportation equipment, and overcoming technical challenges to launch more high-performance and high-safety products in the future [9].