新华社香港11月17日电 题：2025世界航商大会在港开幕 共探行业可持续发展新路径 为推动航运业高质量、可持续发展，招商局集团董事长缪建民在主旨演讲中发出三点倡议：一是携手构 建更加公平合理的全球航运治理体系，合力打造开放、繁荣的航运命运共同体；二是推动建立公平、科 学、合理的全球减碳规则，加快国际绿色航运走廊建设；三是广泛链接各类市场主体，构筑包容、多 元、健康的航运生态圈，并以香港作为融合创新的首选高地，进一步提升全球航运产业链的韧性与发展 质量。 新华社记者王昕怡 国际海事组织秘书长阿塞尼奥·多明戈斯在视频致辞中强调，数字化是航运业转型的关键驱动力，同时 呼吁行业关注海员技能升级、倡导性别平等、充分挖掘全球人才潜力。他期待与会者通过积极交流、深 化合作、启迪创新，共同推动航运业可持续发展，加快向国际海事组织提出的2050年净零排放目标迈 进。 挪威船级社集团总裁兼首席执行官艾瑞民表示，中国造船业在能效提升与清洁燃料应用领域正引领全球 航运绿色转型。作为可再生能源部署的积极践行者，中国亦是航运绿色技术关键供给方，为他国脱碳提 供坚实支撑。他呼吁产业链上下游协同发力，通过低碳燃料、能效提升技术、船载碳捕集 ...

Core Insights - The resilience of the Chinese economy is alleviating concerns for shipping companies amid the significant impact of President Trump's tariff policies on global trade [1] - Maersk Group's CEO, Vincent Clerc, emphasized that China is a "engine of stability and demand," capable of boosting global trade [1] - Maersk has raised its annual profit forecast due to strong consumer demand, despite the ongoing restructuring of supply chains [1] Company Performance - Maersk's Q3 financial results exceeded analyst expectations, with EBITDA declining 44% year-over-year to $2.69 billion, surpassing the forecast of $2.58 billion [2] - Revenue for Maersk fell 10% year-over-year to $14.2 billion, also above the expected $13.8 billion [2] - The company now anticipates EBITDA for the year to be between $9 billion and $9.5 billion, raising the lower end of its previous forecast [2] Market Outlook - Maersk expects global container shipping volume to grow by 4% this year, up from a prior estimate of 2% to 4% [1] - Despite the potential decline in shipping rates due to increased competition, demand for containers remains strong, particularly from China [2] - The Oxford Economics report predicts that China's exports to the U.S. may decrease by 18% by 2026, but global container trade is expected to grow by over 2% annually as production shifts across Asia [4]

Core Insights - Guangzhou Port successfully completed its first ship-to-ship LNG bunkering operation at the Nansha Port area, marking a significant milestone in its efforts to enhance operational efficiency and safety in LNG supply [1][2] - The operation involved the "Haiyang Shiyou 301," China's first and the world's largest LNG bunkering vessel, which has a capacity of 30,000 cubic meters and a high bunkering rate of 1,650 cubic meters per hour [1] - The global shipping industry is increasingly shifting towards green and low-carbon solutions, with LNG being a preferred clean energy source, thus enhancing the competitiveness of Guangzhou Port [1][2] Summary by Sections LNG Bunkering Operation - The operation involved the bunkering of the 15,000-ton container ship "MSC THAIS" with approximately 3,000 cubic meters of LNG [1] - The bunkering was conducted in conjunction with container loading and unloading operations, showcasing the port's capability for simultaneous operations [1] Safety and Efficiency Measures - A comprehensive bunkering plan was developed in collaboration with customs, maritime, port, and pilotage authorities to ensure safety and efficiency [1] - High-power firefighting tugboats were deployed on-site to monitor and respond to any potential sea condition changes during the operation [1] Green Port Development - Guangzhou Port aims to establish a cleaner and more sustainable development model, having already achieved the capability for anchorage LNG ship-to-ship bunkering in 2023 [2] - The successful implementation of this operation signifies a solid step forward in the port's green development initiatives, contributing to the optimization of the energy structure and supporting carbon neutrality goals [2]

Core Insights - The global shipping industry is undergoing a significant green transformation, with green ships becoming a key driver for low-carbon transition. This is supported by policies such as the IMO's 2025 Net Zero Framework and China's Green Development Action Plan for Shipbuilding Industry (2024-2030) [1][2][14] Group 1: Industry Overview - The IMO's Net Zero Framework is a milestone document that combines mandatory emission limits with greenhouse gas pricing, requiring ocean-going vessels over 5,000 gross tons to gradually reduce their greenhouse gas fuel intensity [1][19] - China's shipbuilding industry has formed a globally leading industrial system, achieving significant progress in green technology research and development, ecological construction, and demonstration applications [2][15] - The technology landscape for green ships shows a "multi-pronged" approach, with clean energy technologies, such as LNG and methanol-powered vessels, leading the way [2][24][31] Group 2: Financial Support - The financial support for the green shipping industry is crucial, with an estimated investment need of approximately $1-1.9 trillion by 2050 to achieve net-zero emissions [16] - China is building a diversified financing system that includes debt, equity, and insurance, with various financial products being developed to support green ship construction [5][16] - Internationally, frameworks like the Poseidon Principles are pushing financial institutions to incorporate carbon performance into project evaluations, with tools like green bonds and sustainable development-linked loans being widely adopted [5][16] Group 3: Regional Development - Coastal provinces in China have formed distinctive industrial clusters, with Shanghai leading in high-end ship design and green port construction, while Jiangsu excels in LNG-powered shipbuilding [4][23] - Shandong focuses on hydrogen and LNG applications, while Fujian aims to develop electric vessels, and Liaoning is advancing its green methanol industry [4][23] Group 4: Challenges and Recommendations - The green shipping industry faces challenges such as insufficient market mechanisms and lagging supporting infrastructure [6][18] - Recommendations include enhancing policy and market synergy, diversifying financial products, and accelerating the construction of clean fuel refueling stations and shore power facilities [6][18]

Core Viewpoint - The launch of the world's first methanol electric dual-purpose vessel "Yuanchun 001" marks a significant step towards green shipping and the promotion of methanol electric technology in the shipping and port sectors [1][3][4]. Group 1: Vessel Specifications and Technology - "Yuanchun 001" is a dual-purpose inland vessel with a length of 64.9 meters, a width of 12.6 meters, a depth of 3.5 meters, and a carrying capacity of 1,500 tons, capable of loading up to 64 standard containers [1]. - The vessel is equipped with two 280 kW methanol generator sets and two 258 kWh lithium battery packs, utilizing advanced power systems and direct current bus technology for efficient energy management [1][3]. Group 2: Industry Context and Green Transition - The shipping industry is under pressure to reduce carbon emissions, with approximately 1 billion tons of CO2 emitted annually, accounting for 3% of global emissions, highlighting the urgent need for energy structure upgrades [3]. - Methanol is recognized as an ideal green fuel, being a clean coal-based fuel that can be produced through renewable energy sources, thus serving as a sustainable energy carrier [3]. Group 3: Strategic Partnerships and Future Outlook - Shanghai Port is actively promoting the green transition in shipping, aiming to establish itself as a hub for green fuel applications, which will extend to inland shipping [3][4]. - The collaboration between Shanghai Port Group and Geely Holding Group aims to integrate resources and enhance cooperation in green shipping, green ports, and intelligent operations, contributing to a sustainable energy transition [4].

Core Insights - The 2025 North Bund International Shipping Forum will open on October 19, marking its fifth consecutive year in Shanghai, serving as a significant platform for global shipping leaders to exchange ideas and contribute to the industry's development [1][2] - The forum aims to establish itself as the "Davos of the shipping industry," promoting collaboration and providing direction for the future of global shipping [2][8] - The forum has seen increasing participation and engagement from international guests, with many suggesting improvements for future events, indicating its growing global influence [3][4] Group 1: Forum Significance - The North Bund International Shipping Forum is the only forum in China that invites leaders from the International Maritime Organization and the International Civil Aviation Organization, highlighting its high-profile and international nature [2] - The forum has facilitated numerous cross-border collaborations and has become a key event for the shipping industry, with many attendees proactively inquiring about future forums [2][3] Group 2: Impact on Shanghai - The establishment of the China Classification Society's International Ship Inspection Business Operation Center in Shanghai is a direct outcome of the forum, enhancing the city's shipping capabilities [4] - The forum has played a crucial role in bridging international shipping organizations and Chinese shipping enterprises, exemplified by the International Chamber of Shipping's establishment of a representative office in Shanghai [4][5] Group 3: Green Shipping Initiatives - The 2023 forum saw the launch of the "Shanghai-Los Angeles Green Shipping Corridor Implementation Plan," marking a significant step towards global shipping's green transformation [6][7] - Shanghai is positioning itself as a leader in green shipping, with initiatives such as the establishment of a methanol fuel trading platform and the formation of the Shanghai International Shipping Carbon Footprint Labeling Association [6][7] Group 4: Innovation and Development - The North Bund International Shipping Forum's influence is closely tied to the upgrade of Shanghai's international shipping center, which has made significant strides in high-end shipping services and digital innovation [8][9] - Shanghai has developed a comprehensive ecosystem for shipping, including shipbuilding, port machinery, and financial institutions, making it a competitive hub compared to other global cities [5][9]

Core Viewpoint - China's maritime industry has achieved remarkable development, becoming a global leader in shipping fleet size, port construction, and international shipping volume, which accounts for nearly one-third of the global total [1] Group 1: Maritime Industry Achievements - China possesses the world's largest shipping fleet and has built the largest world-class port cluster [1] - Approximately 95% of China's import and export cargo volume relies on maritime transport [1] - The total volume of the marine economy continues to rise, providing strong momentum for global trade stability [1] Group 2: Green Shipping Initiatives - Carbon emission intensity is a key indicator for assessing the green transformation of ports, with China leading globally in shore power facility construction [1] - The average shore power coverage rate for specialized berths at 21 major coastal ports in China is 84% [1] - The shore power coverage rate for participating international container ports has reached 96% [1] - Significant progress has been made in the application of green fuels, with Shanghai Port achieving regular green methanol refueling since March [1] - Dalian Port completed its first domestic bonded green methanol refueling, achieving over 100% carbon reduction rate from waste tire-derived methanol, reducing CO2 emissions by over 800 tons per refueling [1] - Yangshan Port's methanol refueling volume reached 32,500 tons from January to July this year, a 60-fold increase compared to the same period in 2024 [1] Group 3: Technological Advancements in Shipbuilding - Breakthroughs in green ship technology have been achieved, with companies like China Shipbuilding Group validating core technologies in ammonia and hydrogen fuel zero-carbon ships [2] - The thermal efficiency of ammonia fuel power systems has been improved to 42%, and hydrogen fuel storage safety technology has received certification from classification societies [2] Group 4: Future Directions for Green Transformation - A collaborative system involving government guidance, enterprise leadership, research support, and financial assistance is essential for promoting the green transformation of the shipping industry [2] - The establishment of regulatory standards and regional cooperation mechanisms for shipping carbon reduction is necessary [2] - Financial institutions are encouraged to develop green ship financing products and explore carbon emission rights pledge financing [2] Group 5: International Cooperation and Policy Framework - There is a need to innovate international cooperation mechanisms and enhance policy support systems for green shipping [3] - Establishing a unified standard system for carbon emission accounting, monitoring, and verification in international green shipping corridors is crucial [3] - Upgrading green shipping service platforms to provide comprehensive technical cooperation and capacity-building services to developing countries is recommended [3]

Core Viewpoint - The global shipping industry is facing the strictest carbon emission regulations in history, with the revised Annex VI of the International Convention for the Prevention of Pollution from Ships (MARPOL) coming into effect on August 1, 2023, prompting the need for new practices and technologies to meet stringent emission reduction requirements [1][3]. Group 1: Regulatory Changes and Industry Response - The revised MARPOL Annex VI is a new and very strict regulation that requires shipping companies to adopt new practices and technologies to comply with emission reduction targets [3]. - The Norwegian classification society is assisting clients in developing compliance strategies and understanding new regulations, while also providing technical advice on alternative fuels and energy-saving devices [3]. - The introduction of carbon taxes is expected to drive shipowners to invest in new technologies and improve energy efficiency, with financial institutions increasingly favoring green projects [3]. Group 2: Market Dynamics and Bilateral Trade - China is Norway's largest trading partner in Asia, with bilateral trade expected to reach $10.18 billion in 2024, a year-on-year increase of 31.7% [4]. - The Norwegian classification society has seen rapid growth in China, with its market share in the region accounting for approximately 28% of its global business [4]. - China's shipbuilding industry remains the largest globally, with completion, new orders, and backlog accounting for 51.7%, 68.3%, and 64.9% of the global total, respectively, as of the first half of 2025 [4]. Group 3: Decarbonization Challenges - The transition to decarbonization in shipping is a gradual process, with approximately 92% of the current fleet still using traditional fuels [6]. - The speed of transition depends on various factors, including infrastructure for new fuels, production scale, and the high costs associated with these transitions [6]. - Operational optimization measures, such as speed reduction and route optimization, can be implemented even for existing fleets using traditional fuels [6]. Group 4: Digitalization and Innovation - The Norwegian classification society emphasizes the importance of energy-saving technologies in reducing shipping emissions and achieving international maritime organization goals [11]. - Digital technologies are being utilized to monitor vessel operational data, allowing shipowners to better understand fuel consumption and improve operational efficiency [11][12]. - Collaborative efforts between Norwegian and Chinese teams are focused on advancing digitalization and smart technologies in the shipping industry [12]. Group 5: Future of Fuel and Shipbuilding - The future of shipping fuel will not rely on a single solution, but rather a mix of fuels depending on various factors such as vessel type and trade area [15]. - Norway has issued over 20 Approval in Principle (AiP) certificates to Chinese shipyards for various green fuel adaptation solutions and technologies [15]. - China's shipbuilding industry has evolved into a leader in high-end shipbuilding, with significant advancements in LNG carrier construction and other specialized vessels [16].

Core Insights - The establishment of Tianjin Daon Ship Leasing Co., Ltd. in the Tianjin Dongjiang Comprehensive Bonded Zone reflects China's ongoing expansion in the shipping leasing sector, aligning with national strategies for marine economic development [1] - The global shipping market is experiencing a surge in demand, driven by increased international trade, presenting significant growth opportunities for the shipping leasing industry [1][2] - Chinese leasing companies are expanding their domestic client base, with a notable increase in new partnerships and projects in the first half of 2025 [3] Market Dynamics - The global economic and geopolitical uncertainties are impacting shipping demand and financing channels, with Chinese leasing companies facing increased competition [2] - In the first half of 2025, state-owned shipping projects significantly contributed to the leasing market, with domestic shipowners accounting for over 60% of new business [2][3] - The total fleet and orders held by Chinese leasing companies reached 3,161 vessels by the end of June 2025, an increase of 100 vessels from the beginning of the year [3] Green Transition - The shipping industry's green transition is becoming essential, with international regulations imposing strict environmental standards [6] - Chinese leasing companies are actively investing in green ship leasing projects, reflecting a strong commitment to sustainability [7][8] - A landmark project in June 2025 involved a floating LNG facility with a total investment of nearly $1.8 billion, showcasing the potential for high-value leasing projects in the green sector [10] Policy Support - Recent policy initiatives across various regions are providing significant support for the shipping leasing industry, enhancing operational efficiency and financial incentives [11] - The establishment of financing leasing innovation zones and fiscal subsidy programs is expected to stimulate innovation and competitiveness in the green ship leasing market [11] - As the global shipping market continues to evolve, Chinese leasing companies must adapt to market changes and strengthen collaborative efforts to ensure sustainable growth [11]

Core Insights - The shipping industry demonstrates resilience despite geopolitical tensions and economic uncertainties, with China emerging as a leading maritime power [1][2] Group 1: Shipping Industry Performance - In 2024, global shipping cargo throughput is expected to reach 12.6 billion tons, accounting for over 90% of global trade transportation [1] - Global container trade experienced a growth of 3% to 4% in the first half of the year, despite challenges from geopolitical events [1] - The increase in ton-mileage due to more frequent route diversions has risen by 6% [1] Group 2: China's Shipping Achievements - China ranks first globally in terms of new ship orders, shipbuilding volume, and fleet ownership, with approximately 53% of global ship delivery coming from Chinese shipyards [2] - In 2021, China became the largest country in offshore wind power, showcasing its leadership in the shipping market [2] - The share of new orders for alternative fuel vessels from China is the largest globally, indicating a strong focus on green transformation in the shipping sector [2] Group 3: Future Trends and Innovations - The global shipping fleet currently uses alternative fuels in 7% of its vessels, with expectations for this figure to rise to 20% [2] - The European Union and the International Maritime Organization have set new emission reduction regulations, prompting shipping companies to invest in green technologies [2]