"此次交付的5艘多用途电船，搭载高容量箱式电源系统，配套高压大功率充换电设施，可实现 15 分钟快速换电、270 公里长效续航，成功构建'船 - 站 - 云'一体化商业闭环。"宁德时代决策顾问委员会副主任曾嵘表示。 12月29日，邹城白马河畔，济宁能源集团与宁德时代电船科技有限公司举行50艘纯电动力船订单签约暨首批多用途电船交付活动。这标志着我省内河电动 船舶从试点示范迈向规模化、商业化发展新阶段，是我省自主研发、自主建造的标志性成果。这也意味着山东首支规模化、成建制纯电动货船船队将在京 杭运河上投入运营，"电化运河"场景化应用迈出实质一步。 山东新能船业有限公司董事长张强介绍："本次仪式交付的首批5艘67.6米长的多用途电船及新签订的50艘纯电动力船，将全部投入京杭运河流域，成为常 态化、规模化运输的纯电动货船绿色航线，覆盖长三角至华北核心物流通道，有助于推动京杭运河变身'绿色水道'。" 据介绍，新交付的电船创新应用"船电分离"商业模式及集装箱式换电技术，一次换电即可满足核心运输需求，解决电船续航焦虑，全程可实现零排放、低 噪音运行；单船载货量达2000吨。据测算，仅此批船舶全年即可减排二氧化碳超1300吨 ...

Core Insights - The "Maya Cosulich," a chemical tanker built by Italian shipowner Fratelli Cosulich, is the world's first vessel equipped with methanol dual-fuel power, methanol transport, and methanol bunkering capabilities [2][5] - The ship measures 102.6 meters in length, 19 meters in width, has a deadweight tonnage of 7,990 tons, and a cargo hold capacity exceeding 8,200 cubic meters, and has been classified by the Italian classification society RINA [2][5] - The company Zhongchuan Innovation is the core supplier of the ship's power system, having developed a high-performance, high-safety marine battery energy storage system that operates in conjunction with three methanol dual-fuel generators [2][5] - The design of the "Maya Cosulich" aims to enhance green operational capabilities in port and shipping sectors, providing infrastructure support for the promotion of methanol fuel in the shipping industry [2][5] Company Developments - Zhongchuan Innovation's marine battery systems have been applied in various international and domestic projects, including the world's largest 10,000-ton pure electric container ship "Zhongyuan Shipping Green Water 01" and Saudi Aramco's first hybrid marine engineering vessel "Karan8" [3][6] - The company's technology solutions cover multiple scenarios domestically, such as the largest passenger capacity pure electric tourist ship "Dianjing" and the "Electric Li River" series of electric vessels in the Li River basin [3][6] - Zhongchuan Innovation has received multiple international certifications from organizations such as the American Bureau of Shipping (ABS), DNV, and China Classification Society (CCS), validating the reliability of its marine battery systems under various conditions [3][6] - As demand for low-carbon technologies in the shipping industry rises, the company is gradually expanding its actual delivery scale in the field of ship electrification [3][6]

中化新网讯 近日，在上海举办的国际海事展览会上，宁德时代自主研发的船用电池系统获得意大利船 级社（简称RINA）颁发的型式认可证书。 截至目前，宁德时代已在近900艘船舶上交付产品，并实现多个行业之最，包括全球电量最大的纯电内 河游轮"长江三峡1"号，全国首艘入级中国船级社的纯电海上客船"屿见77"号，全国首艘混合动力拖 轮"青港拖1"号和京杭运河首艘纯电换电货船"济宁6006"等。 据悉，随着全球航运业绿色转型加速，船舶电动化已成为重要趋势。宁德时代依托在动力电池领域的深 厚积累，针对船舶严苛、复杂的应用环境，开发出高安全、长寿命、高功率的专属电池系统。此前，宁 德时代已获得法国、美国、挪威等全球主要船级社认证，此次再获国际权威海事机构的认可，为其进军 全球市场再添关键"通行证"。 ...

昨日三大指数涨跌不一，沪指、深成指震荡回落，创业板指小幅上涨。沪深两市成交额1.9万亿，较上 一个交易日缩量1327亿。板块方面，算力硬件、零售、福建等板块涨幅居前，海南、有色金属、煤炭等 板块跌幅居前。截至昨日收盘，沪指跌0.37%，深成指跌0.39%，创业板指涨0.61%。 在今天的券商晨会上，中金公司指出，关注航空淡季投资机会；中信建投表示，船舶电动化推动锂电应 用迈入新场景，看好锂电设备跨年行情；开源证券认为，科技+周期的双轮驱动的主线仍将延续。 中金公司：关注航空淡季投资机会 中金公司表示，2026年将是航空供需真正反转之年，行业逐渐进入供不应求的局面。中国民航业经历多 年供给低增速，航空需求的增长逐渐消化过剩运力，2026年供需紧张使得行业客座率将再攀高峰（预计 2026年客座率87%）；行业票价或将温和抬升以应对供给不足，民航业真正进入向上周期。关注航空淡 季投资机会。过往的航空投资关注旺季，但供给扰动可能导致2026年行业淡季供需更为紧张，淡季票价 涨幅或更大，因此淡季上市公司业绩改善幅度可能也更大。 中信建投：船舶电动化推动锂电应用迈入新场景，看好锂电设备跨年行情 中信建投表示，船舶电动化推 ...

（文章来源：每日经济新闻） 12月10日，中信建投研报表示，船舶电动化推动锂电应用迈入新场景，看好锂电设备跨年行情。近年 来，锂电池应用场景从陆地行驶的汽车逐步拓展到在空中飞行的eVTOL飞行器，再到水中航行的船 舶。这种跨场景的渗透并非偶然，而是其高能量密度、长循环寿命、快速充放电能力等核心优势与各领 域发展需求精准匹配的必然结果，正悄然改写着交通、能源乃至工业领域的发展格局。随着电动化在空 中飞行、水面航行和新能源储能等新兴场景渗透率逐步提升，我们持续看好锂电池需求的进一步放量。 此外，固态电池、钠离子电池等新技术的突破也会进一步加速各场景电动化率的提升。随着固态电池中 期验收有望于年底前完成，技术方案将进一步收敛，确定性逐步增强，头部电池厂及整车厂有望于年底 前开启新一轮订单招标，看好锂电设备跨年行情。 ...

中信建投研报表示，船舶电动化推动锂电应用迈入新场景，看好锂电设备跨年行情。近年来，锂电池应 用场景从陆地行驶的汽车逐步拓展到在空中飞行的eVTOL飞行器，再到水中航行的船舶。这种跨场景 的渗透并非偶然，而是其高能量密度、长循环寿命、快速充放电能力等核心优势与各领域发展需求精准 匹配的必然结果，正悄然改写着交通、能源乃至工业领域的发展格局。随着电动化在空中飞行、水面航 行和新能源储能等新兴场景渗透率逐步提升，我们持续看好锂电池需求的进一步放量。此外，固态电 池、钠离子电池等新技术的突破也会进一步加速各场景电动化率的提升。随着固态电池中期验收有望于 年底前完成，技术方案将进一步收敛，确定性逐步增强，头部电池厂及整车厂有望于年底前开启新一轮 订单招标，看好锂电设备跨年行情。 ...

截至2025年10月10日收盘，中集集团(000039)报收于8.38元，上涨0.0%，换手率2.65%，成交量60.9万 手，成交额5.13亿元。 董秘最新回复 投资者： 本集团金融及资产管理业务实现营业收入人民币 9.10 亿元（去年同期：人民币 11.56 亿 元），同比下降 21.30%；净亏损人民币 7.35 亿元（去年同期：净亏损人民币 8.76 亿元），同比减亏 16.05% ，请问公司此项业务具体做什么，如何形成的亏损？ 董秘： 您好，本集团金融及资产管理业务致力于构建与本集团全球领先制造业战略定位相匹配的金融 服务体系。同时，该业务分部也运营海工存量资产平台，以获取资产收益。主要经营主体为中集财务公 司和海工资产池管理平台公司，亏损原因主要受后者存量资产影响。感谢您的关注！ 投资者： 前海房产已出表，但这么长时间来没有过收益，什么时候会有收益？中集产城也一直没有收 益，啥时候才有？ 董秘： 您好，前海土地在2020年已经完成土地整备，目前属于中集产城项目。另外中集产城已于2020 年10月出表，后续作为本集团的联营公司核算。感谢您的关注！ 投资者： 2025年中报显示：本集团金融及资产管理业 ...

关键词：船舶推进电机行业产业链、船舶推进电机需求量、船舶推进电机市场竞争格局、船舶推进电机 行业发展趋势、船舶推进电机行业发展前景 一、船舶推进电机行业定义及分类 船用电力推动系统架构 船舶电力推进技术的核心是船舶推进电机控制技术，主要包括直流推进和交流推进两大类。其中，直流 推进利用直流电机进行推进，其优势在于转速调整范围宽广和平滑，过载起动和制动转矩大，逆转运行 特性好。因此，在20世纪70年代以前，直流推进电机在船舶电力推进系统中占据主导地位。交流推进则 采用交流电动机作为动力源，随着技术的发展，交流推进电机已成为船舶电力推进的主流。 船舶推进电机行业分类及特点 二、船舶推进电机行业发展现状 随着时代的发展，船舶电力推进技术日益受到世界各国的重视。中国电动船舶起步晚，发展迅速。推进 电机作为电力推进系统的最为关键设备，随着电力电子技术、微电子技术、计算机信息技术等高速发 展，人工智能、大数据时代的来临，对现代船舶提出更多更高的要求，电力推进船舶逐步变为船舶行业 未来发展的方向。据统计，2024年，我国电动船舶新建吨位增长至436700吨，电动船舶市场规模增长至 54.59亿元；预计2025年，我国电动船 ...

Group 1 - The first domestic pure electric cleaning and transfer vessel, "Three Gorges Dam Protection No. 1," successfully conducted its trial run and was delivered in Zigui County, Hubei Province, promoting the electrification and greening of vessels in the Three Gorges Reservoir area [1] - "Three Gorges Dam Protection No. 1" has a total length of 82 meters, a width of 13.76 meters, and a maximum draft of 3.25 meters, featuring a dual-engine and dual-propeller propulsion system with a range of 150 kilometers. It can replace 253.4 tons of fuel annually and reduce carbon dioxide emissions by 842.4 tons [3] - After delivery, "Three Gorges Dam Protection No. 1" will utilize advanced salvage and lifting equipment to efficiently locate, collect, and transport floating debris in the Three Gorges Reservoir area, ensuring the safety of the hub project during flood seasons. It can also be used for transporting bulk goods along the Yangtze River during non-flood periods, showcasing diverse operational scenarios and functions [6]

Core Viewpoints - The development of Integrated Power Systems (IPS) is driven by the dual forces of military-civilian integration and the green shipping revolution, emphasizing environmental protection, economic efficiency, and technological performance improvements [1][28]. Group 1: Development Trends - The IPS technology has expanded into civilian applications since the 2000s, with a focus on direct current (DC) networking and electric propulsion becoming dominant [1][4]. - The IPS consists of two main components: the energy system and the electric propulsion system, with the energy system evolving to support multiple energy sources, including traditional fossil fuels, nuclear energy, and renewables [5][7]. Group 2: System Architecture - The architecture of electric propulsion ships has fundamentally restructured the power and energy systems, focusing on four key areas: switching power sources, upgrading energy transmission, transforming propulsion methods, and integrating shore power systems [2][48]. - The transition from traditional mechanical propulsion to electric propulsion is accelerating, with electric propulsion systems offering significant advantages in efficiency and environmental impact [19][34]. Group 3: Competitive Landscape - China, as the world's largest shipping nation and second-largest shipbuilding country, is in a catch-up phase in the IPS field, with European giants currently holding nearly 50% of the global market share [2][3]. - Chinese companies are making substantial progress in core technologies, with notable advancements in key product development and engineering applications [2][3]. Group 4: Business Opportunities - The acceleration of Chinese enterprises in the IPS sector presents significant business opportunities, driven by the need for green transformation in the shipping industry [3][34]. - The market for shipborne generators and electric motors is experiencing steady growth, with the shipborne generator market in China projected to reach 48 billion yuan in 2023, growing by 7.5% year-on-year [51][70].