"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 2026势银液氢产业大会|免费会议（4月15日，无锡） 点此报名 添加文末微信，加 绿色燃料 群 3月3日，交通运输部综合规划司在中国交通报头版刊发署名文章，就此前印发的《关于支持上海国际航运绿色燃料加注中心和交易中心建设的实 施方案》进行解读。 解读称， 《实施方案》的出台，其意义远超传统意义上的港口服务功能拓展。它将上海国际航运中心的建设，从以集装箱吞吐量、航线密度、通 关效率等"硬指标"为核心的竞争，升维至以绿色能源供给能力等"软实力"为核心的竞争。 甲醇、氨等绿色燃料，具有与传统船用燃料不同的物化特性与安全风险。《实施方案》强调健全安全管理体系，要求研究出台甲醇加注作业安全 规程国家标准，指导上海制定地方加注管理办法，并按照 "三管三必须"原则 压实责任。这体现了"先立规矩后办事"的审慎态度，确保这一新兴 产业在安全可控的前提下高速发展。 中心、航运中心的定位高度契合，是上海强化"四大功能"（全球资源配置、科技创新策源、高端产业引领、开放枢纽门户）在航运领域的具体实 践。 《实施方案》不局限于单一的加注设施建设，而是系 ...

Core Insights - Shandong Xineng Shipbuilding has successfully entered the North American market and strengthened its position in Europe by securing multiple international orders for new energy vessels [1][2][5] - The global shipbuilding industry is undergoing a green and intelligent transformation, driven by policy guidance, technological upgrades, and industry iterations [1] - The company has established a strong production capacity and is committed to high-quality development through standardization and technological innovation [6][7] Group 1: International Orders - In early January, Shandong Xineng Shipbuilding finalized orders for 13 new energy vessels from a Canadian client, marking a significant entry into the North American market [1] - A German maritime company signed an intention to order 4 hybrid vessels, which are expected to reduce carbon emissions by over 30%, highlighting the company's competitiveness in the European market [2] - The company has signed contracts for 180 vessels, including 7 new energy vessels exported to countries like Vietnam and Tanzania, indicating strong market demand [5] Group 2: Production Capacity and Innovation - The company has achieved a significant increase in production capacity, with a monthly output of up to 8 vessels and a 330% increase in segment production capacity compared to the beginning of the year [6] - The introduction of a modular construction and off-site assembly model has reduced construction costs and transportation risks, paving the way for large-scale exports of inland vessels [3] - The company is focused on developing standardized inland vessels that are green, economical, efficient, and energy-saving, enhancing its market recognition and industry influence [6][7] Group 3: Future Development Plans - The second phase of the company's project is set to begin construction, aiming for production capacity of 200 inland new energy transport vessels and 40 luxury yachts by May 2026 [7] - The company is collaborating with industry partners to establish standards for inland new energy vessels, aiming to set a benchmark in the national market [7] - Jining is accelerating the construction of a northern inland shipping center, with plans to create a logistics hub and promote industrial clustering [8][9]

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]