新年战鼓催征，奋斗正当其时！中国船舶集团有限公司旗下各二级管理单位正以昂扬之姿开启崭新征程，生产线上热潮涌动，经营战线凯歌高奏。"开门 红"的扎实业绩，凝聚起全力奋战新一年的磅礴力量，为高质量发展注入强劲动能。 01 老巴拿马型液货船签新单 1月5日，北海造船联合中船贸易与希腊船东Cape Shipping通过视频连线签署了1+1艘超大型原油船建造合同。本次签约的超大型原油船是北海造船自主研发 设计的"启明星"系列液货船船型，配备节能装置提高船舶能效水平，并采用氨预留设计，未来可配置2个6000立方米氨燃料储罐，实现全航程"零碳"绿色运 营。该船满足最新的CSR、OCIMF和石油公司标准，具备出色的通用性；满足国际海事组织TIER III排放标准及船舶能效设计指数（EEDI）第三阶段 （Phase Ⅲ）要求。 1月5日，江南造船与Eastern Pacific Shipping（EPS）正式签署2艘老巴拿马型9万立方米超大型液氨运输船（VLAC）建造合同。该船型采用新一代低阻线型 设计，在满足老巴拿马运河尺度限制的前提下，通过优化艏艉外形及水线分布，实现舱容最大化与航行阻力最小化的平衡，显著提升了整体运营效率 ...

指标领跑全国，实力无人能敌 中国造船业，这几年真是一路高歌猛进，到2025年还是稳坐全球头把交椅。数据摆在那，全国三大指标 ——完工量、新接订单、手持订单——连续16年世界第一，今年前三季度完工量占全球53.8%，新订单 67.3%，手持订单65.2%。 上半年新船订单797艘，总计1984万CGT，下半年明显加速，全年订单总额超1500亿美元。订单结构也 变了，绿色船舶订单820艘，总额7800亿元，创历史新高。船东们偏好替代燃料动力船，中国船厂手持 订单占全球65%，产能紧张到2029年船台基本售罄，2030年都开始预留。 五个大省贡献了全国大部分产量，广东第五，广州基地科研机构多达58家，广船国际订单排到2028年， 汽车滚装船市场份额全球第一。浙江第四，去年产值470亿元涨20%，出口船舶货值近10亿元创纪录， 象山和舟山船厂忙碌不停。 辽宁第三，这里出过跃进号、长城号、辽宁舰、山东舰，大连造船油轮交付117艘，合同额超230亿元。 上海第二，爱达·魔都号交付后集齐三大明珠，船舶企业2.54万家最多，三大船企手持订单超210艘。 江苏呢，第一位，三大指标占全国四成多，连续16年霸榜，出口船舶655亿元 ...

12月29日，国务院国资委主任张玉卓在学习时报发文表示，中央企业作为建设现代化产业体系的排头 兵，必须立足实体经济、聚焦主责主业，坚持智能化、绿色化、融合化发展方向，以编制实施国资央 企"十五五"规划为契机，持续优化国有经济布局，因企制宜培育发展新质生产力，加快传统产业转型升 级，深化拓展"人工智能+"行动，通过设备改造、技术攻关、产品升级、品牌建设等多种途径，进一步 增加高端产品和服务供给，不断巩固提升我国传统优势产业在全球产业分工中的地位和竞争力；更大力 度布局发展新兴产业和未来产业，依托焕新、启航行动，接续发力新能源、新能源汽车、新材料、航空 航天、低空经济、量子科技、6G等重点领域，积极发展平台经济，超前谋划具身智能、生物制造、海 洋能、绿色船舶等前沿赛道；着力打造市场化、专业化国有资本运作平台，构建覆盖种子期、天使期、 成长期、母基金等全链条的产业投融资体系，当好发展实体经济的长期资本、耐心资本和战略资本。 ...

"五个中心"聚焦武汉优势，对接战略使命，不断锻造城市发展的内功实力。 今年上半年，华工正源海外业务同比增长128%；8月，华工科技光电子信息产业研创园 暨出口基地（一期）投产，2027年全面达产后，每年将有超4000万只高速光模块交付全球客 户，产值超300亿元。 光模块是网络通信的核心器件之一，担负着数据中心内高速光电转换与数据传输的重 任。正伴随着全球AI算力需求的爆发节奏同步提速，全球都在抢滩这一AI基础设施建设的 关键席位。 谁曾想到，在这一风口，武汉已悄然站上全球版图。2024年全球光模块十强榜单中，中 国厂商占据前十名中的七席，其中光迅科技和华工科技均来自光谷。一束"光"，不仅独树一 帜，也在不断塑造新的全球竞争力。 光电子信息产业是武汉五大优势产业之首，正向首个万亿级产业集群迈进，成为武汉经 济能级跃升的"强引擎"。 "车谷"整车制造与零部件产业集群效应显著，新能源整车占比逐年提升；"星谷"作为国 内首个国家级商业航天产业基地，正抢占万亿商业航天赛道；"网谷"是我国首个国家级网络 安全产业聚集区，"药谷"在植物源白蛋白、AI+诊疗等细分领域领跑全国…… "十四五"时期，光电子信息、"武襄十随"汽 ...

邝展婷 特约记者 彭永桂 12月19日，中国船舶集团有限公司旗下广船国际有限公司在广州南沙举办2025年全球合作伙伴大会。大会以"广聚智链，船领深蓝"为主题，汇聚了来自全 球的船东、供应商及服务商等近700名业界精英，共同探讨绿色船舶、智能造船及产业链建设等议题，为船舶工业的高质量发展贡献智慧与力量。 2. 凡本微信号发布注明来源的转载稿件或翻译稿件，转载或翻译目的在于传递及交流更多信息，并不代表本报赞同文章观点，亦不对文章真实性、数据科 学性等负责。如有单位或个人对本报转载或翻译稿件的上述内容存在质疑，请直接联系原著作权机构或个人。 3. 如因文章内容、版权和其它问题需要同本微信号联系的，请在30日内进行。 邝展婷 特约记者 彭永桂 12月19日，中国船舶集团有限公司旗下广船国际有限公司在广州南沙举办2025年全球合作伙伴大会。大会以"广聚智链，船领深蓝"为主题，汇聚了来自全 球的船东、供应商及服务商等近700名业界精英，共同探讨绿色船舶、智能造船及产业链建设等议题，为船舶工业的高质量发展贡献智慧与力量。 大会上，中船集团经济运行部、广州市南沙开发区管委会等单位代表进行了致辞。广船国际党委副书记、董事、总经 ...

接续发力新能源、新能源汽车、新材料、航空航天、低空经济等重点领域，积极发展平台经济，超前谋 划量子科技、具身智能、生物制造、绿色船舶、6G等前沿赛道，推动企业发展动能持续转换。 12月22日，《人民日报》第2版刊发《做强做优做大国有企业和国有资本（权威访谈·学习贯彻党的二十 届四中全会精神）——访国务院国资委党委书记、主任张玉卓》。 张玉卓表示，抓好新兴产业和未来产业培育。深入实施焕新、启航行动，突出工程和场景牵引，找准未 来5年体量足够大、增速足够快、前景足够好的新赛道，坚持"梯次培育、分类施策"，接续发力新能 源、新能源汽车、新材料、航空航天、低空经济等重点领域，积极发展平台经济，超前谋划量子科技、 具身智能、生物制造、绿色船舶、6G等前沿赛道，推动企业发展动能持续转换。 以下为原文： 做强做优做大国有企业和国有资本（权威访谈·学习贯彻党的二十届四中全会精神） ——访国务院国资委党委书记、主任张玉卓 习近平总书记强调："国有企业是我们党执政兴国的重要支柱和依靠力量"。党的二十届四中全会审议通 过的"十五五"规划建议强调，"深化国资国企改革，做强做优做大国有企业和国有资本"。为深入学习贯 彻党的二十届四中全 ...

全球航运业脱碳转型已进入攻坚阶段，绿色船舶正逐步成为内河航运的主流选择。在国家"双碳"战略指引下，这一新兴产业将在"十五五"期间 迎来爆发式增长。 作为长江经济带核心节点省份，湖北省以武汉为核心、新洲区双柳街为集聚中心，依托武昌船舶重工集团(简称"武船")的产业链龙头优势，整 合科教人才、全国碳市场中心等核心资源，全力构建"设计—制造—检测—科研—人才"一体化体系，抢占全国内河绿色船舶产业制高点。 武汉作为产业核心引擎，将新洲区双柳街确立为绿色船舶产业发展的核心承载地。这片坐拥29.2公里长江岸线、68.8平方公里产业载体的区 域，借助光谷长江大桥、双柳长江大桥的交通网络，成为承接产业集聚的黄金地带。新洲区已将绿色船舶产业纳入"十五五""3+N"产业体系核 心支柱，锚定打造船舶制造和海洋装备千亿产业集群目标。依托林毅夫教授"倒弹琵琶"理论，新洲区聚焦高压动力电池、甲醇发动机等十大高 端配套产业，精准对接武船及全国市场需求，成功吸引亿纬锂能（300014）、汉理新能等行业领军企业布局生产基地。其中，亿纬锂能的船用 电池已服务全国超50%的电动船舶，其本地化生产将进一步降低供应链成本。 科教资源为产业发展注入核心 ...

Core Insights - The global shipbuilding industry is increasingly shifting towards China, with Chinese shipyards capturing 64.2% of new global ship orders as of mid-2023, maintaining the world's largest market share for 16 consecutive years [1] - The three major shipyards in Shanghai—Waigaoqiao Shipbuilding, China State Shipbuilding Corporation Jiangnan Shipyard, and Hudong-Zhonghua Shipbuilding—are projected to deliver 69 ships and receive 128 new orders in 2024, marking a year-on-year increase of 19% and 70% respectively [1] - The focus on high-value ship types is evident, with over 95% of the orders held by these shipyards being high-value vessels [1] Industry Trends - The shift of the shipbuilding industry towards the East is attributed to a reordering of industrial competitiveness, with European shipbuilding facing challenges due to labor shortages and rising costs [1] - Chinese shipbuilding is leveraging breakthroughs in smart transformation, which have created key opportunities for capturing global market share [1][2] - Traditional shipyards are struggling with low production efficiency due to a lack of R&D capabilities and outdated operational models, prompting a transformation towards digitalization and AI integration [2] Technological Advancements - Several shipyards in the Yangtze River Delta are innovating by integrating industrial internet and AI into the shipbuilding process, enhancing efficiency and quality [2] - Waigaoqiao Shipbuilding utilizes AI for logistics management, while Jiangnan Shipyard employs machine vision and AI algorithms to detect welding defects, reducing manual labor by approximately 50% [2] - The introduction of AI in design and production is expected to significantly shorten project cycles, exemplified by the second large cruise ship project, which is anticipated to be completed over six months faster than the first [2] Market Dynamics - "Green" and "smart" are emerging as key factors influencing shipowners' order decisions, with Yangtze River Delta shipyards focusing on high-end categories such as large container ships and energy transport vessels [3] - By mid-2023, China had secured nearly 70% of global green ship orders, achieving full coverage of mainstream ship types [4] - Hudong-Zhonghua has developed a series of green ship design solutions and showcased advanced products at the recent maritime exhibition, including the world's largest LNG ship [4] - The shipbuilding quality from Chinese manufacturers is improving, enhancing their reputation in the global shipping industry [4]

Core Insights - The Chinese shipbuilding industry has achieved significant milestones, including setting a record for the annual delivery of LNG carriers, showcasing its strength in the global shipbuilding market [1][2][4] - The industry is characterized by a blend of manufacturing competition, technological advancements, and geopolitical dynamics, with other countries like the US, India, Japan, and South Korea actively seeking to enhance their shipbuilding capabilities [1][8][9] Shipbuilding Achievements - The Hudong-Zhonghua Shipbuilding Company has delivered its ninth LNG carrier of the year, establishing a new record for LNG ship deliveries in China [2][4] - China is projected to import 132 million tons of LNG in 2024, becoming the world's largest LNG importer, highlighting the importance of LNG carriers in the maritime supply chain [2] Technological Advancements - The construction of LNG carriers involves complex processes, including the use of specialized materials and welding techniques to ensure safety and efficiency [3][4] - The Hudong-Zhonghua Shipbuilding Company has improved its localization rate for components from less than 30% in 2008 to over 80% currently, indicating significant advancements in domestic supply chain capabilities [4] Global Market Position - In April and September 2024, Hudong-Zhonghua secured orders for 24 LNG carriers from Qatar Energy, marking the largest single order in global shipbuilding history [4] - Data from Clarkson indicates that Chinese shipyards are expected to lead in new orders globally by April 2025, reflecting their strong market position [10] Industry Trends - The Chinese shipbuilding sector is focusing on high-tech vessels, including LNG-powered ships and those utilizing hydrogen and ammonia fuels, to meet future demand [11] - The industry is also emphasizing cost reduction and efficiency improvements through technological innovation and better management practices [11] International Collaboration and Competition - Other countries, including the US, Japan, and India, are ramping up their shipbuilding investments and collaborations, indicating a competitive landscape [8][9] - The global shipbuilding market is witnessing a shift, with countries like India expressing intentions to collaborate with Japanese and Korean firms to enhance their shipbuilding capabilities [9]

Core Insights - Wuhan has a strong industrial foundation and talent advantage in shipbuilding, with a promising future for development in the sector [1] - The shipbuilding industry is entering a new phase of deep integration of intelligence, greenness, and digitization, positioning Wuhan as an ideal testing ground for industrial transformation [1][3] - The collaboration between CATL and Wuhan University aims to accelerate the development of green intelligent vessels and establish industry standards [1][2] Group 1: Industry Development - CATL has achieved a breakthrough in electric vessels along the Yangtze River, covering various types of vessels and focusing on large-scale promotion and standardization [2] - Wuhan is not just an inland city but a core hub for the Yangtze River Economic Belt, facilitating seamless connections between river and sea [3] - Wuhan has over 100 core entities in the shipbuilding industry, forming a complete chain from research and design to manufacturing and inspection [3] Group 2: Technological Innovation - The China Classification Society plays a crucial role in linking various segments of the industry, promoting collaboration from research to practical application [4] - The transition towards safety, greenness, and digitization aligns with national strategic directions and opens up core development space for Wuhan's shipbuilding industry [4] - The development of green vessels requires dedicated technologies, and Wuhan is encouraged to form a green shipbuilding industry alliance to enhance collaboration [5][7] Group 3: Future Directions - There is a need to expand the depth of application scenarios for different types of vessels to effectively implement green power solutions [7] - The integration of large shipbuilding enterprises and numerous private equipment manufacturing companies in Wuhan provides a solid foundation for green shipbuilding [7] - Addressing core challenges in green technology adaptation for vessels is essential for moving from experimental phases to practical applications in shipping [7]