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].

摘要 船舶电池需求升级。 经历了今年一季度人工智能、人形机器人及低空经济等科技概念引发的市场热潮后，随着上市公司 一季报披露完毕，市场 转入 业绩验证期。 由于 缺乏新的强预期引导，投资者的目光 也 重新聚焦于具备扎实基本面支撑的领域。 在此背景下，锂电池行业，特别是其在传统应用场景电动化进程中的价值提升潜力，正重获市场关 注。 其中，船舶电动化因其巨大的市场渗透空间和对大容量电池的显著需求，正成为新的焦点。 船舶电动化被视为锂电池应用的新蓝海。 部分市场分析机构预测，全球船舶电动化率有望在 2025 年达到 20% 。 同时，截至去年 9 月的数据显示，中国船企承接了全球超过 70% 的绿色船舶订单，这预示着电 动船舶市场规模正在加速扩张，为动力电池及相关系统供应商带来了可观的机遇。 在电动船舶发展的早期阶段，市场对动力电池的要求主要集中在满足基础的运行规范，包括确保安 全性、适应海洋环境的高温性能、足够长的循环寿命以及满足短时功率需求的放电能力。 推动船舶电池技术进步的不仅限于充电速度的提升，还包括跨界协同与技术迁移的加速。在船舶电 池市场崭露头角的，不仅有传统的船用设备商，还有已在重卡、工程机械或储能领 ...

摘要 中创新航重磅推出长寿命船用电芯320Ah和230Ah，以及163Ah-2C 快充电芯产品。 同步展出的 L173F320 船用长寿命电芯，采用 高压实高克容量技术 + 低缺陷、高稳定性石墨导入技术，系统寿命超 12 年 ，在全球率先完成从产品定义 到量产的闭环。 基于 320Ah 电芯打造的 全球首款 步入式箱式电源，以 20 尺集装箱实现 " 动力心脏 " 的模块化部署。独创 5 分钟智能机械手装卸系统，配合兆瓦级动 态策略管理，可满足远洋货轮、港口作业船、豪 华游艇等全场景需求。 作为电池专家和船舶电动化先行者，中创新航针对船舶不同应用场景开发了涵盖电芯、模组、电池包、电池系统等多种形式的产品，凭借 " 高功率、长续 航、高安全、长寿命 " 四大核心优势，公司产品已率先获得 CCS 、 DNV 、 ABS 、 RINA 四大国际船级社认证，并成功交付海内外客户。 当前，船舶电动化开始从内河、内湖短距离船舶，向大型、长距离航线船舶渗透。 行业预测， 2027 年全球电动船舶市场规模超 108 亿美元（约合人民币 774 亿元），由此将拉动核心动力部件锂电池的海量需求。 船运行业是继汽车行业之后的第二大 ...