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].

Core Insights - The demand for ship batteries is upgrading, with a focus on the electrification of vessels as a new growth area for lithium batteries [1][3] - The lithium battery industry is regaining market attention due to its solid fundamentals, particularly in traditional applications [2] Industry Trends - Ship electrification is seen as a new blue ocean for lithium battery applications, with global electrification rates expected to reach 20% by 2025 [3] - Chinese shipbuilders have secured over 70% of global green ship orders, indicating rapid market expansion for electric vessels [3] Market Dynamics - Initial battery requirements for electric vessels focused on basic operational standards, leading to the popularity of lithium iron phosphate batteries [3] - As applications expand to larger commercial vessels, the demand for differentiated battery performance, such as fast charging, is increasing [3][4] Technological Advancements - Fast charging capabilities have become a competitive focus in the ship battery sector, with companies like Zhongchuang Innovation launching new battery products [4] - Strategic collaborations, such as between Ganfeng Lithium and Xingyun Co., aim to enhance battery technology and operational efficiency in the maritime sector [5] Cross-Industry Collaboration - Companies with experience in large-capacity battery development are leveraging their expertise to penetrate the ship battery market [5][6] - New battery technologies, including solid-state batteries, are being explored for applications in the maritime industry, with several companies announcing production capabilities [6][7] Future Outlook - The ship electrification market is transitioning from basic functionality to higher efficiency and faster charging solutions, driven by technological advancements and evolving market demands [8]

Core Viewpoint - The company has launched new marine battery cells, including long-life 320Ah and 230Ah cells, as well as a 163Ah-2C fast-charging cell, in response to the growing demand for stable battery products in the electric shipping sector [2][5]. Group 1: Product Launch and Features - The newly released L173F163 2C cell utilizes low-expansion graphite technology and high-dynamic electrolyte, achieving sustained 2C and peak 4C high-rate charge and discharge while ensuring long cycle life [4]. - The L173F320 long-life marine cell features high-pressure, high-capacity technology combined with low-defect, high-stability graphite, boasting a system lifespan exceeding 12 years, marking a global first from product definition to mass production [5]. - A modular power solution based on the 320Ah cell has been developed, utilizing a 20-foot container for deployment, featuring a unique 5-minute intelligent mechanical loading and unloading system, suitable for various maritime applications [5]. Group 2: Market Context and Future Outlook - The shipping industry is the second-largest carbon emission sector after automotive, making decarbonization a global consensus, with electric shipping becoming increasingly important [2]. - The global electric shipping market is projected to exceed $10.8 billion (approximately 77.4 billion RMB) by 2027, driving massive demand for lithium batteries as core power components [7]. - The company has received certifications from major international classification societies (CCS, DNV, ABS, RINA) for its products, which are designed for high power, long endurance, high safety, and long life [7][8].