内容概况：液货船作为运输石油、化学品及液化气体等液态货物的专业船型，已成为我国船舶出口的重 要增长点。中国海关数据显示，中国液货船行业以出口为主。从进口情况来看，2024年中国液货船进口 量为2艘；进口金额为1.73亿元。2025年上半年，中国液货船进口量为1艘，进口金额为4.68亿元，同比 增长170.52%。从出口情况来看，2024年中国液货船出口量为222艘，同比增长54.17%；出口金额为 441.85亿元，同比增长48.98%。2025年上半年，中国液货船出口量为136艘，较2024年同期增加37艘， 同比增长37.37%；出口金额为297.61亿元，同比增长91.73%。未来，随着全球绿色航运转型加速和"双 碳"目标持续推进，中国液货船行业凭借在清洁能源船舶领域的技术积累和市场优势，将在国际竞争中 占据更加重要的地位，为全球航运业低碳发展贡献中国力量。 相关上市企业：中国船舶（600150）、中远海发（601866）、中船防务（600685）、本钢板材 （000761）、鞍钢股份（000898）、首钢股份（000959）、中国铝业（601600）、宝钛股份 （600456）、广信材料（300537 ...

Core Viewpoint - The 2025 China (Zhengzhou) International Futures Forum highlighted the latest developments in the biofuel market, focusing on policy trends, production patterns, and innovations in trading tools, as well as key advancements in shipping decarbonization [1] Group 1: Market Developments - The Chicago Mercantile Exchange Group has established a comprehensive derivatives system covering the entire biofuel industry chain to meet the rapidly growing market demand [1] - The derivatives system includes futures and options products for raw materials such as corn, soybean oil, and European rapeseed oil, as well as fuel products like RBOB gasoline, ultra-low sulfur diesel, ethanol, and biodiesel [1] Group 2: Strategic Goals - The development of the biofuel market requires a balance among policy compliance, raw material sustainability, and cost control [1] - The Chicago Mercantile Exchange Group aims to continuously improve its toolbox of derivatives and provide risk management solutions to support global energy transition and low-carbon goals [1] Group 3: Industry Impact - The innovation and development of the biofuel industry chain are providing strong momentum for green shipping and transportation decarbonization in the context of accelerating global climate action [1]

Core Viewpoint - The launch of a fleet of four pure electric tugboats marks a significant advancement in environmentally friendly maritime operations in northern China, specifically at Tianjin Port [2][5][11]. Group 1: Fleet Details - The fleet consists of four pure electric tugboats, which is currently the largest of its kind in northern China [5][9][13]. - These tugboats will assist various vessels in entering and leaving the port and docking operations within Tianjin Port [5][9][11]. Group 2: Environmental Impact - Compared to traditional fuel-powered tugboats, the electric tugboats achieve zero exhaust emissions and operate with low noise levels [5][9][11]. - The implementation of electric tugboats aligns with global trends towards sustainable shipping practices [5][9]. Group 3: Technical Specifications - Each tugboat is equipped with 5,400 horsepower, advanced motors, and intelligent control systems [5][9][11]. - These features are expected to enhance operational efficiency while significantly reducing operational and maintenance costs [5][9][11].

Core Viewpoint - The Chinese government is focusing on promoting the green and low-carbon development potential of traditional industries, particularly through the application of clean low-carbon hydrogen in sectors such as metallurgy, synthetic ammonia, synthetic methanol, and refining [1][2]. Group 1: Policy and Implementation - The "Implementation Plan" issued by the Ministry of Industry and Information Technology, National Development and Reform Commission, and National Energy Administration aims for significant progress in the application of clean low-carbon hydrogen in industrial sectors by 2027 [1]. - The shift from "demonstration verification" to "industrialization" is crucial for achieving deep decarbonization in high-emission industries [1][2]. Group 2: Industry Impact and Current Progress - Hydrogen utilization in the metallurgy industry is seen as a key technology for the green transformation of the steel sector, with significant strategic importance [2]. - Current projects, such as Baosteel's Zhanjiang project, demonstrate the potential for hydrogen-based metallurgy, achieving over 60% carbon reduction compared to traditional methods [3]. Group 3: Economic Challenges - Economic viability remains a major issue, with the production costs of green hydrogen being significantly higher than traditional methods, which hinders widespread adoption [3][5]. - The need for a clear market demand and economic incentives is emphasized to encourage the transition to hydrogen-based processes [5]. Group 4: Recommendations for Policy Improvement - Experts suggest establishing a unified national standard for green hydrogen and improving incentive policies to facilitate its adoption in traditional industries [6]. - Recommendations include financial support for research and development of hydrogen production technologies and the establishment of a green hydrogen premium compensation mechanism [6][7]. Group 5: Future Directions - The exploration of "flying economy" models and the establishment of hydrogen industry collaborative demonstration zones are proposed to enhance the efficiency of hydrogen production and distribution [7]. - The development of a hydrogen replacement roadmap for the steel industry and the implementation of a "green hydrogen quota system" in the refining sector are also suggested [7].

有研究显示，未来船舶燃料发展路径可能出现"组合替代"趋势，LNG是短期替代首选，中长期最具应用 前景的是甲醇、其次是氨。 深圳市交通运输局相关负责人表示，将在持续巩固LNG加注业务基础上，加快推进东西部港区LNG应 急锚地规划建设，完善港区LNG加注作业配套应急能力，同时，积极布局生物燃料、绿色甲醇等多种 新型船舶替代能源加注业务，为深圳加快建设成为亚洲船舶燃料加注中心和全球海洋中心城市奠定坚实 基础。 （文章来源：深圳商报） 在此背景下，深圳积极进行相关产业布局，大力推进国际航行船舶保税液化天然气加注工作。2022年11 月22日完成首船国际航行船舶LNG加注，深圳港成为全球第四、全国第二、华南首个具备码头装卸与 LNG加注同步作业能力的港口。目前，东部盐田港区已实现国际船舶保税LNG加注业务常态化并呈快 速增长态势，今年上半年共计加注31.02万立方米，已超去年全年加注总量。 深圳西部港区扼守珠江口东岸，凭借区位优势及庞大的外贸集装箱吞吐单体规模占据深圳的半壁江山， 然而由于西部港区海域资源紧约、通行船舶密集等原因，在珠三角临近的大型港口航运圈中，仅西部港 区尚未完善LNG泊位加注业务。 为匹配深圳港日益 ...

当前，上海、宁波、大连、深圳等城市均发力绿色燃料加注业务。正在建设全球海洋中心城市的深圳，1-7月盐田港加注保税燃料43.4万吨，同比增长 40.7%，其中保税LNG加注13.4万吨，同比大增161.4%。 本次西部港区作业，标志着深圳港LNG加注业务实现从东部港区单点布局向西部港区延伸，正式形成LNG加注东西"两翼"。 西部"黄金水道"LNG加注首突破 南方财经记者 陈思琦 深圳报道 在绿色转型下，船舶燃料选择及加注已成为全球航运业未来发展的关键因素之一。 8月9日凌晨，招商局港口集团深圳西部港区成功实施首次LNG试加注作业。南方财经记者了解到，本次作业是由深圳中石油国际液化天然气加注公司加注 船"新奥普陀号"，从铜鼓航道进入蛇口集装箱码头5号泊位，为15万吨级集装箱受注船"达飞诚实轮"加注约6700立方米LNG燃料。 向清洁能源转型，LNG等清洁能源船舶日益增多，码头LNG加注业务成为港口配套服务的重要组成部分，也是提升港口枢纽能级与核心竞争力的关键因 素。 据相关机构测算，2024年全球LNG加注市场规模已突破82.9亿美元，并以42.6%的年复合增长率持续扩张，预计到2033年将达2021亿美元规模。 ...

本报北京8月8日电（韩鑫、李璐）记者8日从交通运输部长江航务管理局获悉，1至7月，长江干线港口 累计完成货物吞吐量预计23.4亿吨，同比增长4.8%，"黄金水道"涌动强劲活力。 关注公众号：人民网财经 (责编：卫嘉、白宇) 数据显示，前7个月，三峡枢纽通过量9858.4万吨，同比增长15.3%；长江引航中心引领船舶3.5万艘 次，同比增长2.4%；游轮客运量514.4万人，同比增长5.3%，长江航运运输生产稳中有进。 1至7月，长江经济带船舶靠港使用岸电约1.28亿千瓦时，同比增长22%，船舶岸电使用实现常态化，绿 色转型走深走实。 ...

Core Viewpoint - The signing of a contract for the construction of two ammonia dual-fuel medium-sized LPG/ammonia transport vessels marks a significant breakthrough in China's clean energy shipbuilding sector, with a total contract value exceeding $160 million [2][3]. Group 1: Contract Details - The contract involves the construction of 2+2 vessels with a capacity of 51,000 cubic meters, making them the largest medium-sized gas transport vessels globally [2]. - The new vessels are expected to be delivered by 2028 and will contribute significantly to the international shipping industry's emission reduction goals [2]. Group 2: Technological Advancements - The newly signed vessels will be the first to feature synchronized ammonia fuel main engines and ammonia fuel generator sets, significantly enhancing energy efficiency compared to traditional designs [3]. - The project will enable the company to master the ammonia fuel power system's matching, safety control, gas supply design, and debugging processes, laying a solid foundation for future developments in ammonia fuel supply vessels and large gas transport vessels [3]. Group 3: Industry Context - As of March this year, a total of 130 ammonia-fueled vessels have been ordered or announced globally, with an additional 225 vessels reserved for ammonia fuel, indicating a growing trend towards ammonia fuel as a key pathway for decarbonizing shipping [3]. - The company’s president highlighted that this order reflects international shipowners' recognition of the company's technical strength in the clean energy shipbuilding sector, positioning clean energy maritime solutions as a cornerstone of its international strategy [3].

Group 1 - The core viewpoint of the articles highlights the significant achievements of Jiangsu New Era Shipbuilding Co., Ltd. in the shipbuilding industry, particularly its delivery of the first LNG dual-fuel powered oil tanker, marking a milestone in the company's transition to green shipbuilding [1][2] - The company has successfully delivered its 500th large vessel since its inception, showcasing its growth from traditional shipbuilding to high-value, environmentally friendly vessels, with an average delivery rate of one large ship every 20 days [1][2] - In 2024, the company achieved a sales revenue of 16.068 billion yuan and secured a new order volume of 4.63 million gross tons, ranking first globally and capturing 7% of the market share [1][3] Group 2 - Jiangsu New Era Shipbuilding was founded in the early 1970s and has evolved from a small shipyard to a prominent player in the global market, focusing on high-value vessels over 10,000 tons [2] - The company is the first private shipbuilding enterprise in China to integrate LNG fuel tank research, manufacturing, and practical application, indicating its leadership in the industry [2] - The resurgence of shipping demand has led to increased competition in the shipbuilding industry, with Jiangsu New Era Shipbuilding emerging as a strong contender, reflecting the robust growth of China's shipbuilding sector [3]

Core Viewpoint - China COSCO Shipping's container transportation division is committed to building a global leading low-carbon shipping ecosystem, emphasizing the importance of green transformation as a strategic necessity for survival in the shipping industry [4][5]. Group 1: Strategic Goals and Framework - The company has elevated its green transformation to a strategic level, aiming to construct a global leading low-carbon shipping ecosystem, reflecting its responsibility as an industry leader and forward-thinking approach regarding the "dual carbon" strategy [4]. - A clear green development path has been established, integrating shipbuilding, retrofitting, green fuel usage, carbon emission control, and ecosystem building into a cohesive framework [6]. Group 2: Fleet and Fuel Innovations - The company employs a dual strategy of new shipbuilding and retrofitting existing vessels to optimize fleet structure, focusing on the application of alternative fuels as a key component in decarbonization [8]. - Significant upgrades have been made to over 30 large container ships, achieving an average annual carbon reduction of over 15% per vessel through various energy-saving modifications [9]. - The company is constructing 12 dual-fuel methanol container ships, which will form the world's largest methanol-powered container fleet, expected to reduce carbon emissions by 1.2 million tons annually upon full operation by 2026 [9]. Group 3: Service and Supply Chain Enhancements - The introduction of the "Hi ECO" green shipping product allows for traceable carbon footprint management using blockchain technology, serving over 500 global clients and achieving a cumulative carbon reduction of over 80,000 tons [9]. - The company has successfully established a closed-loop ecosystem for green methanol, with the recent completion of a 500-ton green methanol bunkering at Dalian Port, showcasing a fully integrated domestic low-carbon solution [9]. Group 4: Industry Collaboration and Future Directions - The transition to green shipping requires collaboration across the entire industry, as demonstrated by partnerships with China Ship Fuel, Dalian Port, and local governments to enhance the Northeast Asia green methanol supply chain [11]. - Future initiatives include upgrading green fuel production capacity, expanding port energy networks, and participating in international standard-setting to enhance China's influence in the global green shipping framework [14].