12月16日，中集安瑞科（股份代号：3899.HK）国内首个量产生物质甲醇（绿色甲醇）项目在广东湛江 投产，中集集团总裁、中集安瑞科董事长高翔，中集集团副总裁李胤辉、王小岩，中集安瑞科执行董事 &总裁杨晓虎等公司领导，湛江市委书记余钢、香港运输及物流局副秘书长陈婉雯、国投生物总经理何 富刚、全球合作伙伴及行业专家出席投产仪式，共同见证该里程碑事件。 该项目位于广东湛江，是国内最早实现"生物质废弃物-绿色甲醇-航运燃料"全链条闭环的规模化项目之 一，其投产标志着中集安瑞科在清洁燃料领域完成从氢能到先进液体燃料的战略延伸，为全球航运业提 供切实可行的深度脱碳方案。 该项目首期年产5万吨的绿色甲醇，是国内首个量产生物质甲醇项目，具有原料适应性强、操作弹性 大、工艺过程集成度高、源头及过程降碳效果显著等优点，产品全生命周期GHG减排率85%以上，从原 料端到甲醇及至后续的贸易仓储端全链条均已获得欧盟ISCC EU认证；并经过美国贝塔实验室的C14定 量检测认定，直接验证"原料-产品"的碳追溯完整性。 全球航运业的碳排放占全球碳排放的3%，国际海事组织（IMO）要求2050年航运业碳排放实现净零排 放，中集安瑞科湛江甲 ...

"内河靠电池，远洋靠甲醇"的清晰路径下，全球航运业正经历一场深刻的绿色动力变革，中国千亿新能 源船舶市场已经启动 文｜《财经》记者 王静仪 编辑 ｜ 王延春 清晨的长江江面，一艘万吨巨轮正静默地驶过三峡。与传统船舶不同，它没有柴油发动机的轰鸣与黑 烟，只有水流被划开的细微声响。 这是世界首艘内河万吨级纯电动散货船"葛洲坝"号，它10月底在湖北宜昌下水，12个电池集装箱储存着 约24000千瓦时的电能，约等于400台家用电动汽车的电池容量总和，足以支持续航500公里。 交通运输部等多部门于2025年印发《关于推动内河航运高质量发展的意见》，明确提出加快电池动力技 术、LNG、甲醇动力技术在各类船舶、不同运距上的场景应用。上海、江苏、湖北等省市出台相关政 策鼓励电动船舶发展，涵盖技术规范、运营激励、资金补贴等多个层面。 在远洋深海，电动船舶力有不逮，甲醇等绿色燃料成为重要备选。罗罗动力系统大中华区移动式应用和 服务销售副总裁江衍对《财经》表示，甲醇是航运领域最理想的可持续燃料。作为液体，它几乎可以在 任何地点进行加注，不像氢依赖增压罐等特殊储存装置，所以不需要对船的结构包括加注设备进行大的 更改。 在这股绿色转型 ...

当前全球气候变化形势加速演进，发展低碳交通已成共识。作为全球贸易体系的关键枢纽，航运业承担 着逾80%的货物运输，其运输过程产生的温室气体约占全球总排放的2%—3%，能源结构仍以化石燃料 为主。近十年来航运业排放总体呈上升趋势。国际海事组织在《Third IMO GHG Study 2014》中指出， 在既有经济增长与能源使用模式下，至2050年的排放水平与温控目标之间仍存在显著缺口，预计将升至 2008年水平的约1.5—3.5倍，脱碳目标面临巨大挑战。作为典型"难减排"部门，航运业需要在燃料替 代、能效提升与基础设施互联等方面形成系统性转型。 一、国际进展与政策图景 一是以全链条协同重塑供需关系，破解"各自为战"的推进困境。绿色航运走廊的本质是一条把清洁燃 料"从源头到船桨"贯通起来的协作链条，必须同时调动交通、能源、航运、港口等多领域主体，形成稳 定的供需闭环。目前实践中仍存在部门分割、项目分散的问题，难以形成规模效应。要扭转这一局面， 应围绕清洁燃料的生产、运输、储存与船舶使用，构建跨部门、跨企业、跨港口的协作体系，以中长期 合约、共同投资与运营协调为抓手，将需求侧的"可预期"转化为供给侧的"可落地"。 ...

Core Insights - Shanghai has maintained its position as the world's leading international shipping center, ranking first in container throughput for 15 consecutive years and first in global liner connectivity for 14 years [1] - The construction of the Shanghai International Shipping Center is progressing steadily, with 2025 marking a crucial transition from "basically completed" to "fully completed" [1] - The Shanghai shipping service sector is enhancing its soft power, focusing on high-end shipping services to close the gap with established centers like London and Singapore [2][3] Group 1: Shipping Infrastructure and Services - Shanghai's container throughput and shipping capacity are unmatched, but its shipping service soft power has lagged behind traditional centers [2] - The establishment of the London P&I Club's Shanghai representative office signifies a milestone in enhancing Shanghai's shipping service ecosystem, with nearly 13,000 shipping enterprises and high-end service institutions now present [2] - Shanghai is prioritizing the development of shipping-related financing, insurance, legal arbitration, and consulting services to elevate its service value chain [2] Group 2: Financial and Insurance Developments - The launch of the first international shipping index futures in China in August 2023 has positioned Shanghai as a leader in the global shipping derivatives market, with a daily trading volume exceeding $1.5 billion [3] - The establishment of the China Green Shipping Insurance Community in Shanghai reflects the city's commitment to advancing shipping finance and insurance [3] - Shanghai aims to cultivate world-class leading enterprises in shipping management, insurance, and consulting during the 14th Five-Year Plan period [3] Group 3: Green Shipping Initiatives - The world's first methanol-electric dual-use vessel, "Yuanchun 001," successfully completed its maiden voyage in Shanghai, showcasing advancements in clean energy and smart control technology [4] - Shanghai is at the forefront of global green shipping transformation, with initiatives like the Shanghai-Los Angeles green shipping corridor aiming to reduce pollution significantly [4][5] - The development of green shipping corridors is expected to drive systemic upgrades across shipping management, vessel technology, alternative fuel supply, and port energy infrastructure [5] Group 4: Future Outlook - Shanghai is positioned to leverage its diverse business scenarios and talent base to achieve breakthroughs in smart ports, green shipping corridors, and high-end ship manufacturing during the 14th Five-Year Plan [5] - The city is focusing on international cooperation to establish replicable and scalable compliance models for global shipping governance [5]

Core Insights - The Indian shipbuilding industry has reached a "historic moment" with the signing of a significant order for six LNG-powered container ships from French shipping giant CMA CGM, valued at approximately $300 million, marking India's first major international order in this sector [1][2] - The vessels will each accommodate 1,700 TEUs and align with CMA CGM's commitment to decarbonization in shipping, showcasing India's potential to become a competitor to established shipbuilding nations like China and South Korea [1][2] Group 1: Industry Achievements - The order represents a major achievement for Cochin Shipyard, which has previously built India's first indigenous aircraft carrier and the largest dredger, and is expected to enhance its credibility in the global shipbuilding supply chain [2] - This order is anticipated to create additional value for Cochin Shipyard and other Indian shipyards, potentially leading to more orders from large shipowners and expanding their scale [2] Group 2: Government Support and Challenges - The Indian government has approved a comprehensive plan worth ₹697.25 billion (approximately $8.4 billion) to enhance industrial capabilities and compete with established shipbuilding nations [3] - The Shipbuilding Financial Assistance Program (SBFAP) offers 20%-30% financial aid for vessels using green fuels or hybrid propulsion systems, providing Cochin Shipyard with additional government support for each ship built [3] - Despite these advancements, the Indian shipbuilding industry faces challenges such as high infrastructure costs, labor shortages, and a significant reliance on imports for critical components, with costs potentially 25%-30% higher than competitors like China, South Korea, and Japan [3]

【环球时报报道 记者 苑基荣】"印度造船业迎来了一个'历史性时刻'。"印度《经济时报》15日报道 称，法国航运巨头、全球第三大集装箱运输公司达飞海运集团与印度科钦造船厂签署了6艘液化天然气 动力集装箱船的"巨额订单"，价值约3亿美元。不少印媒直呼，这是印度第一次获得如此大的国际订 单，使得印度能够成为中国、韩国等造船大国的"替代者"。 据报道，签署的集装箱船每艘将容纳1700个标准箱，并使用液化天然气推进，这与达飞海运集团对航运 脱碳的承诺保持一致。该协议可以说是印度造船商的一项重大成就，该行业近来致力于在全球建立自己 的地位。目前，印度造船业在全球排名第16位，市场份额不到1%，印度目标是到2030年进入前10名， 到2047年进入前5名。达飞海运集团董事长兼首席执行官鲁道夫·萨德表示，虽然公司的大型船只仍主要 由中国和韩国建造，但印度为小型船只建造提供了机会。 但在造船方面，印度也面临诸多挑战。有印媒分析认为，几个主要挑战包括基础设施成本高昂、劳动力 和零部件缺口大等，像发动机、推进系统和导航设备等关键部件，印度目前依旧严重依赖进口。数据显 示，与中国、韩国和日本等同行相比，印度造船厂的成本可能会高出25 ...

Conference Background - The International Maritime Organization (IMO) approved amendments to MARPOL Annex VI, establishing a framework for mandatory emissions limits and greenhouse gas pricing in the shipping industry, aiming for net-zero carbon emissions by 2050 [3] - The "Green Shipping 2025" conference will take place on October 23, 2025, in Shanghai, focusing on the maritime industry's green decarbonization transition and strategies for adapting to market changes [3] Organizational Structure - The conference is organized by Jiangxin Maritime and co-hosted by the International Shipbuilding and Offshore Network [3] Key Topics Analysis - Global green shipping trends overview, providing insights into future shipping development and investment directions [9] - Interpretation of international shipping carbon emission policies and regulations, offering authoritative analysis of compliance requirements and potential impacts [10] - Latest advancements in shipping emission reduction technologies, including dual-fuel engines and hydrogen fuel applications [11] - Evaluation of wind-assisted propulsion technology's potential and economic benefits [12] - Discussion on the role of digital intelligence in optimizing green shipping routes and reducing emissions through data-driven strategies [15][16] Practical Pathways and Challenges - Sharing experiences on cross-industry collaboration to promote low-carbon transformation in the shipping sector [19] - Exploration of zero-carbon vessel development roadmaps, including design concepts and commercialization timelines [21] - Insights from shipowners on challenges and strategies in green shipping, focusing on investment decisions and compliance pressures [23]

Core Insights - Dalian Port has successfully completed the world's first green ammonia fuel bunkering operation, becoming the first port globally capable of supplying alternative marine fuels such as biofuels, green methanol, LNG, and green ammonia [1] - The successful bunkering operation is a collaborative effort across various sectors to establish Dalian as a Northeast Asia green marine fuel bunkering center, enhancing the fuel supply system and filling the gap in green ammonia fuel supply for vessels [1][2] Group 1: Industry Developments - The operation was conducted by Sinopec's China Marine Bunker Supply Company, which has been a pioneer in clean energy for vessels, having previously completed the first domestic biofuel oil bunkering and the first gray ammonia bunkering [1] - The ammonia-powered port operation vessel, designed and developed by Dalian COSCO Shipping Heavy Industry in collaboration with Dalian University of Technology, features advanced technologies including an ammonia dual-fuel engine and a full-pressure ammonia fuel tank, achieving a maximum ammonia energy substitution ratio of 91% [1] Group 2: Market Potential - The cost of green ammonia is expected to decrease more significantly than that of green methanol, indicating its potential for growth in the shipping industry [2] - Green ammonia is viewed as a "potential stock" for decarbonization in shipping due to its carbon-free nature, producing only water and nitrogen upon combustion, making it a key alternative fuel for achieving net-zero emissions in the maritime sector [2]

Core Insights - The signing of a contract for the construction of 2+2 ammonia-fueled medium-sized LPG/ammonia carriers marks a significant breakthrough in clean energy shipbuilding in China [1][2] - The new vessels, with a capacity of 51,000 cubic meters, are the largest medium-sized gas carriers globally and are expected to contribute significantly to international shipping's emission reduction goals by their delivery in 2028 [1] Group 1 - The total contract value for the two vessels exceeds 160 million USD, highlighting the financial significance of this project [1] - Amon Gas, the Norwegian company involved, focuses on building and operating ammonia-fueled gas carriers, aiming to reduce greenhouse gas emissions in the shipping industry through innovative solutions [1][2] - The new ship design features a synchronized configuration of ammonia fuel main engines and generator sets, significantly improving energy efficiency compared to traditional designs [2] Group 2 - The project is supported by ENOVA, the Norwegian national energy and environment technology development agency, indicating strong institutional backing for ammonia fuel initiatives [1][2] - 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, underscoring the growing adoption of ammonia as a key pathway for decarbonizing shipping [2] - The execution of this project will enable the company to master ammonia fuel power systems, laying a solid foundation for future developments in ammonia-fueled vessels and related equipment [2]

本次加注实现了跨领域、跨行业共同推动大连东北亚绿色船燃加注中心建设。实施加注作业的中石 化中海船舶燃料供应有限公司是船舶清洁能源领域的积极探索者和践行者，发起成立了"可持续船用燃 料联合研发中心"，曾先后完成国内首单船用生物燃料油加注、首单船用灰色氨燃料加注及东北首单绿 色甲醇加注。接受加注作业的5500HP氨动力港口作业船由大连中远海运重工联合大连理工大学设计研 制，船上搭载的自主研发氨气双燃料发动机、氨燃料供给系统、氨燃料储罐及尾气处理装置等核心设备 代表了当前船舶动力技术的最高水平，全压式氨燃料罐能够为主机提供稳定可靠的氨燃料供应，最大氨 能替代比例达91%，大大减少了对传统化石燃料的依赖，可有效降低船舶运营过程中的碳排放。加注的 绿色船用氨燃料源自远景科技集团全球最大绿色氢氨项目，采用100%绿色电力制备氨燃料，是全球首 个获此认证的绿氨产品。 这种绿色氨燃料的大规模应用，将为航运业提供零碳排放的解决方案，有力推动全球航运业向低 碳、环保、可持续的方向发展。东三省和内蒙古东部地区拥有丰富的风光资源和生物质秸秆资源，是全 国主要的氢氨醇一体化项目生产基地。大连地处东北亚航运枢纽位置，背靠东三省和内蒙古绿 ...