据了解，随着小洋山北作业区、罗泾港区集装箱码头改造二期等项目的持续推进，上海港的集装箱吞吐 能力还将扩容提效。 港区码头里，桥吊依循指令精准起落，全自动无人引导车秩序井然，智能作业管控系统实时调度；海面 巨轮旁，甲醇燃料加注和集装箱装卸同步进行，上海港已经实现国产绿色甲醇全产业链供应服务能力； 东海大桥上，智能重卡无人驾驶车辆有序行进，打通"东海大桥+集疏运中心+洋山港"全链路……作为 上海港的重要组成部分，洋山港在2025年迎来开港20周年，吞吐量再创历史新高。 全国劳动模范、上海洋山四期自动化码头首席远程操作员黄华说："自动化码头可以24小时全速高效运 转，一昼夜能处理超过2.8万标准箱，劳动生产率达到了传统码头的213%。"洋山港海事部门创新实施 的全潮水时段"三套泊"作业，平均每次为每艘船舶节省约2小时的船期，提升岸线利用率5%。 据新华社电 记者7日从上港集团获悉，2025年上海港集装箱吞吐量突破5506万标箱，再创历史新高，连 续16年位居世界第一。 ...

消息面上，12月22日，据中集安瑞科官微消息，近期中集安瑞科旗下中集绿能和战略合作伙伴大唐海洋 能源，在海南海上风电产业链大会上与儋州市政府洋浦经济开发区管理委员会(简称"洋浦管委会")签署 合作备忘录。三方拟围绕海南洋浦经济经济开发区绿色能源就近消纳项目，共同打造海南省儋州绿色甲 醇全产业链合作项目。 此外，中集安瑞科本月广东湛江的全国首个生物甲醇项目正式投产，年产5吨，二期年产20万吨项目本 月已与当地政府完成投资意向协议的签约。公司拥有绿色甲醇"原料到加注"全链路解决方案，并已构建 了华南首个绿色甲醇"产-储-运-用"供应链生态。 中集安瑞科(03899)涨超3%，截至发稿，涨2.41%，报8.49港元，成交额611.17万港元。 根据协议内容，在洋浦管委会的支持下，中集安瑞科将与大唐海南公司在儋州研究和落地新能源就近消 纳制绿色甲醇示范项目，设计产能10-20万吨/年;此外三方还将推动绿色甲醇在海南地区的产业化合作， 涵盖生产、认证、贸易和加注等多个环节，共同探索生物质的高价值利用及供应链建设。 ...

在与大唐海南合作项目落地后，中集安瑞科在华南的绿色甲醇项目布局扩展至海南省，将受益于海南优越的新能源资源禀 赋及自贸区的各项优惠政策。 根据协议内容，在洋浦管委会的支持下，中集安瑞科将与大唐海南在儋州研究和落地新能源就近消纳制绿色甲醇示范项 目，设计产能10万吨/年-20万吨/年；此外三方还将推动绿色甲醇在海南地区的产业化合作，涵盖生产、认证、贸易和加注等多 个环节，共同探索生物质的高价值利用及供应链建设。中集安瑞科将充分发挥生物质气化、甲醇化等化工核心装备、工艺及工 程服务等方面优势，努力推进海南绿醇项目的工程设计、建设运营和产品销售。 据悉，中集安瑞科位于广东湛江的全国首个生物甲醇项目本月正式投产，年产5万吨，二期年产20万吨项目本月已与当地 政府完成投资意向协议的签约。公司拥有绿色甲醇"原料到加注"全链路解决方案，并已构建了华南首个绿色甲醇"产-储-运- 用"供应链生态。公司旗下的中集安瑞科工程科技有限公司，拥有成熟的氢氨醇产业综合总包项目建设交付能力。 （编辑 李家琪） 本报讯 （记者张文湘）12月22日，中集安瑞科控股有限公司（以下简称"中集安瑞科"）发布公告称，公司旗下中集绿能低 碳科技（广东）有 ...

Summary of Conference Call Notes Industry Overview - The focus is on the oil shipping industry, particularly the impact of increased Canadian imports leading to higher U.S. exports to Asia, which has lengthened shipping distances and reduced effective capacity [1][2] - OPEC+ actual production increases are lower than expected due to internal factors and punitive cuts, with a notable increase in Middle Eastern production expected to boost demand for shipping [1][4] - The geopolitical situation, particularly the Ukraine attacks on Russian ports, is affecting oil loading operations and may increase short-term shipping prices [5] Key Points and Arguments - **Shipping Demand and Pricing**: - The increase in shipping rates in August and early September was unexpected, with rates reaching approximately $83,000 per day due to increased cargo from the U.S. Gulf and longer shipping distances [2] - The demand for ships in the Middle East is rising due to increased production, which is expected to continue into the fourth quarter [3][4] - **OPEC+ Production Adjustments**: - OPEC+ is set to restore production cuts, with a planned increase of 2.2 million barrels per day, translating to an annual demand for about 45 Very Large Crude Carriers (VLCCs) [4][6] - The actual production increases have been lower than planned, with July and August figures falling short of expectations [4] - **Market Dynamics**: - The market is experiencing a structural change in cargo demand rather than sudden shocks, which is tightening supply-demand dynamics [3] - There is a divergence in expectations between foreign and domestic investors regarding oil prices and shipping rates, with foreign investors anticipating downward pressure on prices due to OPEC+ actions [8] Additional Important Insights - **Geopolitical Impact**: - The Ukraine-Russia conflict is creating a significant impact on the oil transportation market, potentially leading to increased demand for compliant market oil [5] - **Investment Recommendations**: - The focus remains on the oil shipping sector, with specific recommendations for companies such as China Merchants Energy Shipping and COSCO Shipping Energy [10] - **Future Outlook**: - The combination of increased Middle Eastern production, U.S. shale oil exports, and the onset of China's demand season is expected to positively influence the market [6] - The potential for a new procurement structure due to OPEC+ actions could lead to increased storage and replenishment demand, especially given the low OECD inventory levels [8] - **Market Sentiment**: - There is a cautious but optimistic sentiment regarding fourth-quarter shipping rates, with potential for upward adjustments if current trends continue [9]