中美港口费的余波仍在全球航运业蔓延，各家公司都在努力适应这一变化。然而，尽管形势严峻，业内 人士仍然预计中国将保持其领先造船国的地位，尤其是在该行业努力推进绿色转型之际。 本月初，美国对进入美国港口的与中国相关的船舶征收高额新税。作为反制，中国也迅速开出了新规， 所有与美国相关的船只要进中国港口，必须按标准缴费。 面对中美之间的"交锋"，许多船只不得不考虑各种方案以选择损失最小的方案。令人意外的是，许多船 东都选择继续支持中国造的船，因为比起美国，中国的造船厂在效率、质量和价格方面都拥有明显的优 势。 不仅如此，全球航运业也正跟随电动汽车的步伐，积极推进碳排放削减和向绿色燃料转型，这给了中国 造船业进一步的优势。 近年来，航运业一直致力于用液化天然气和甲醇等低排放替代品取代传统的石油燃料，而中国不仅是全 球最大的造船国，也在绿色燃料的生产上占据领先地位。 事实上，中国的绿色航运转型是在国家设计指引下的系统性工程。相关部门明确鼓励发展液化天然气 (LNG)、甲醇、氨、氢等绿色和低碳船舶燃料，为整个产业链注入了强大的信心和投资动力。 相比之下，美国的绿色航运转型之路则显得更为曲折和分散。不仅从国家层面阻挠全球航运 ...

Group 1: Investor Relations Activities - The company participated in the 2025 North Exchange Strategy Conference on July 4, 2025, with representatives from various securities firms [3] - The meeting included discussions on the company's ESG initiatives and digital innovation in ship management [4][5] Group 2: ESG Performance - The company has published ESG reports for two consecutive years, achieving a "BBB" rating in 2024, an improvement of 2 levels from 2023 [5] - The company is committed to sustainable development, focusing on green technology and low-carbon transformation in shipping [5] Group 3: Capital Increase Progress - The company submitted its application for a private placement of shares to the North Exchange on December 27, 2024, and received an acceptance notice on January 6, 2025 [6] - The review process faced interruptions due to the expiration of financial reports, with a resubmission for review on June 25, 2025 [8] Group 4: Market Analysis - The shipping market in the second half of 2025 is expected to show characteristics of "peak season support and increasing differentiation," with external trade dry bulk cargo experiencing high volatility [9] - The company plans to adjust its capacity layout based on market changes, focusing on resilient demand and low supply elasticity routes [9]