"对于印度国有造船厂科钦造船厂来说，这份订单意义非凡。"《经济时报》报道称，该造船厂建造了印 度首艘国产航母、印度最大吨位的挖泥船，同时还承担部分现役舰艇的维修任务。科钦造船厂最近与造 船业巨头HD韩国造船海洋达成合作，"在很大程度上给了达飞海运集团信心，使其在经过数月的谈判后 坚定了签下该订单的决心"。 值得关注的是，这一"巨额订单"给科钦造船厂以及其他造船厂带来的"附加值"正是印度业界所期待的。 这一大单可能有助于其他印度船厂从大型船东手中获得更多订单，并进一步扩大规模。 转自：北京日报客户端 "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 ...

【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 ...

大会背景 2025年4月7日至11日，国际海事组织（IMO）海上环境保护委员会第83届会议（MEPC 83）批准了《防止船舶污染公约》（MARPOL）附则VI的修正 案，标志着全球首个航运业强制性排放限制与温室气体定价相结合的框架正式出台。这一框架是推动国际海运在2050年前后实现净零碳排放的关键举措。 在此背景下，「The Green Shipping 2025绿色航运大会」应势而生！本届大会旨在搭建一个汇聚全球顶尖航运企业、修造船厂、港口运营商、节能减排技 术/清洁能源/环保装备/能效管理/润滑油/涂料涂层方案提供商、主管单位/行业协会的权威平台。我们将全面聚焦海事行业绿色脱碳转型的市场发展和最新 实践案例，帮助大家在日新月异的市场环境中，学习总结出符合当下业务开展的策略和计划。 本次大会将于2025年10月23日在上海明捷万丽酒店（普陀区铜川路50号）隆重举行。作为行业年度盛事，我们将紧密围绕"加速脱碳，智领绿色航程" 的 核心主题，汇聚全球智慧，为您呈现一场集前沿思想碰撞、创新技术展示与宝贵实践经验共享于一体的深度盛宴。期待与您共襄盛举，共绘航运业绿色可 持续的未来蓝图！ 组织架构 主办单位：匠歆海事 ...

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 ...

Group 1 - The 2025 China International Ship Technology and Safety Forum was held in Boao, focusing on the release of the "China Inland New Energy Clean Ship Technology Roadmap 1.0" [2] - The roadmap aims to provide authoritative guidance for the green transformation of China's inland shipping by addressing feasibility of energy, emission reduction contributions, industrial chain construction, and infrastructure improvement [2][3] - China Classification Society (CCS) released the "New Energy Application and Ship Type (2025)" report, which outlines the technology pathways for inland and coastal vessels, promoting decarbonization and smart digital innovation in the shipping industry [2][3] Group 2 - The forum's theme was "Intelligent Shaping of a New Shipping Ecology, Safe and Green Together for the Future," featuring discussions among government departments, international organizations, shipping companies, research institutions, universities, and financial institutions on key topics such as green technology evolution and digital transformation [3] - CCS Vice President Wang Hongwei emphasized the importance of building a standard system for intelligent and green vessels, advocating for greater global influence of Chinese standards [3] - International Chamber of Shipping (ICS) Deputy Secretary-General Simon Bennett called for enhanced international cooperation and policy alignment to steadily advance the global shipping decarbonization process [3] Group 3 - Dalian Maritime University Vice President Zhao Yutao shared research findings on hydrogen power, intelligent vessels, and green ports, proposing the creation of a collaborative innovation ecosystem to support the transformation of green shipping paradigms [3] - Singapore Maritime and Port Authority's Deputy Director Zhang Liwei introduced Singapore's comprehensive practices in building green corridors and advancing smart shipping systems, reflecting the integration of regional governance concepts and digital technology applications [3] - Ian Beveridge, CEO of Besh Group, highlighted the company's ongoing investments in crew training optimization, digital platform development, and sustainable governance strategies, stressing the need for traditional ship management companies to adapt to complex regulatory and market environments [4]

Group 1 - The global first pure ammonia fuel internal combustion engine demonstration vessel "Ammonia Hui" successfully completed its maiden voyage, marking a significant breakthrough in the industrial application of ammonia fuel in shipping by China Shipbuilding Group Henan Diesel Engine Heavy Industry Co., Ltd. [1] - The vessel is equipped with a CHG234V8MPI gas generator set developed independently by the company, featuring a 200kW gas generator and two 100kW propulsion motors, with a full load displacement of 50 tons and a rated speed of 10 knots [1][2] - Ammonia is recognized as a potential candidate for decarbonizing shipping due to its high energy density and carbon-free combustion, producing only water and nitrogen when burned [1] Group 2 - The successful maiden voyage achieved stable and complete combustion of pure ammonia fuel, near-zero carbon dioxide emissions, and effective control of nitrogen oxides, validating the feasibility of ammonia-hydrogen blended fuels in various sectors [2] - The company plans to accelerate the development of new power models using pure methanol and ammonia-hydrogen fuels, focusing on breakthroughs in low-carbon fuel megawatt-class models and their engineering applications [2]

Core Viewpoint - The successful maiden voyage of the world's first ammonia-fueled internal combustion engine demonstration vessel, "Ammonia Hui," marks a significant breakthrough in the industrial application of ammonia fuel in the shipping industry, paving a new path for energy conservation and green development in maritime transport [1][2]. Group 1: Ammonia Fuel Potential - Ammonia is a crucial raw material in the chemical industry, known for its high energy density and carbon-free combustion, producing only water and nitrogen when burned, which positions it as a promising candidate for decarbonizing shipping [1][2]. - The International Energy Agency projects that ammonia will account for 45% of shipping energy demand by 2050, indicating its substantial potential in the maritime sector [1]. Group 2: Technical Achievements - The research team at Hefei Comprehensive National Science Center has overcome several key technologies related to ammonia fuel, including plasma ignition, sustained combustion, and efficient catalytic cracking for hydrogen production [2]. - The successful trial demonstrated stable and complete combustion of pure ammonia fuel, achieving near-zero carbon dioxide emissions and effective control of nitrogen oxides, validating the future applicability of ammonia-hydrogen blended fuels in various sectors [2]. Group 3: Industry Impact - The successful operation of the ammonia-powered demonstration vessel is a milestone in accelerating the establishment of a clean, low-carbon, safe, and efficient water transportation energy system [2]. - If the ammonia internal combustion engine generator can reach megawatt levels, its application scope will expand significantly, which is crucial under the "dual carbon" strategy [2].

Group 1 - The company reported a revenue of 51.7 billion yuan for 2024, representing a year-on-year growth of 15%, with a net profit attributable to shareholders of 1.391 billion yuan, up 78% [1] - The company's diesel engine business generated revenue of 22.9 billion yuan in 2024, a 33% increase year-on-year, with a gross margin of 21%, up 5.2 percentage points [1] - The company is focusing on high-quality orders, with new low-speed engine orders decreasing by 20.09% year-on-year, while the gross margin for new orders increased by 4 percentage points [1] Group 2 - The company has established a global service network for low-speed engines, covering major shipping ports in the Asia-Pacific, Europe, and America, which could contribute approximately 1.1 billion yuan in net profit annually if the maintenance business fully covers the WinGD brand [2] - The acquisition of minority stakes in the ship diesel engine business from the parent company is a key valuation consideration, with potential costs ranging from 22.6 billion yuan to 71 billion yuan depending on the financing method [2] Group 3 - The implementation of the 301 new plan is expected to positively impact shipyards by eliminating certain fees for new ship orders, which may lead to a recovery in order volumes and ship prices [3] - The company is expected to see an increase in net profit forecasts for 2025-2027, with projected profits of 2.053 billion yuan, 3.101 billion yuan, and 3.572 billion yuan respectively, maintaining a "buy" rating [3]