本报讯(苑彩霞王静)近日，海南海通途国际运输有限公司与响水万隆重工有限公司合作的2680TEU集装 箱船XS2501在盐城响水灌河南岸生产基地正式开工。这艘造价2.3亿元的4万吨级船舶将服务全球多条 航线，搭建国际贸易物流新通道。 在万隆重工生产基地新建的半智能化分段拼装车间里，平面分段流水线已准备就绪，为船舶建造提供高 效支撑。"原计划建造周期一年，借助分段建造技术，10个月内即可交船。"响水万隆重工总工程师尹先 凤介绍。该船设计吨位4万吨，适配欧美、东南亚、地中海等国际航线，建成后将成为海南海通途的核 心运力。"考察全国多家船厂后，我们对这里的纯自动拼接焊技术、600吨行车起重能力及质量管控体系 高度认可。"海南海通途董事长夏飞表示。 作为专注高端集装箱船与散货轮制造的企业，万隆重工坐拥灌河常年不冻港与盐城港响水港区国家一类 开放口岸优势，形成"智能硬件+专业化车间+自动化设备"完整生产体系。此次新船开工不仅为企业注 入发展动能，更成为响水船舶产业高质量发展的生动实践。 ...

转载自：中国船舶报 12月19日，中国船舶集团有限公司旗下沪东中华造船（集团）有限公司建造的17.4万立方米液化天然气（LNG）运输船"远海绿洲"号以16个月的世界同型 船最快建造速度，提前3个半月在上海命名交付。至此，沪东中华今年大型LNG运输船完工13艘、交付11艘，在创造中国船厂大型LNG运输船年度交付数 量新纪录的同时，圆满完成"十四五"LNG运输船产能倍增规划目标。 作为沪东中华今年交付的第11艘LNG运输船，依托精益管理和数智赋能，该船建造总周期仅16个月，打破了该公司2023年创造的17个月零8天的纪录，再 次定义全球NO 96型LNG运输船最高建造效率，实现高端船舶制造从"跟跑"到"领跑"的跨越。 "远海绿洲"号是沪东中华为中远海运中化项目建造的2号船，总长295米，型宽45米，型深26.25米，航速19.5节。该船搭载全球顶尖的货物围护系统与双燃 料低速机推进系统，配合全新的深冷装置，精准实现航速-蒸发气动态平衡，可自由切换长、短航线运营模式，航行适应性覆盖全球90%以上LNG贸易航 线，入级美国船级社（ABS）和中国船级社（CCS）。 欢迎转发，但请注明出处"上海经信委" "远海绿洲"号是 ...

Core Insights - The 2025 China International Maritime Technology Conference and Exhibition is being held in Shanghai from December 2 to 5, focusing on "Innovation and Cooperation for Sustainable Development in the Maritime Industry" [1] - The exhibition has reached a historical high in scale and participation, with over 2,200 exhibitors from more than 40 countries and regions, and foreign exhibitors accounting for 43% [1] - China State Shipbuilding Corporation (CSSC) has unveiled significant products, including the first domestic 5,500-horsepower ammonia-powered port operation vessel and a domestically developed methanol dual-fuel burner, indicating advancements in green ship equipment [1] - China Jiangnan Shipyard has introduced the world's first 192,000 cubic meter B-type LNG transport vessel design, which has received the Approval in Principle (AiP) certificate from the American Bureau of Shipping [2] - The maritime industry in China is shifting focus towards high-end ship manufacturing, with low-end production gradually moving to countries like Vietnam and India [2] Industry Developments - The exhibition showcases the strength of China's shipbuilding industry, with 1,200 domestic enterprises participating [1] - The introduction of innovative products, such as the underwater cleaning robot by COSCO Shipping (Qingdao), addresses challenges in fuel consumption and carbon emissions due to marine biofouling [1] - The advancements in shipbuilding technology in China are evident, with significant improvements in manufacturing and design capabilities, including the use of digital models and laser cutting [2] - The trend of increasing production efficiency among state-owned shipyards is reflected in the early delivery of vessels compared to planned schedules [2]

Core Insights - Hengli Heavy Industry has achieved a significant milestone by signing a contract with Eastern Pacific Shipping (EPS) for the construction of 12 new vessels, showcasing its continued breakthroughs in high-end shipbuilding [3][12] - The contract includes 6 VLCCs, 2 LNG dual-fuel oil tankers, and 4 6000TEU container ships, with a total contract value estimated between $1.1 billion and $1.6 billion (approximately RMB 778.8 million to RMB 1.1329 billion) [3][12] - This order marks EPS's return to the VLCC market and is its first new VLCC project in history, indicating a deepening partnership with Hengli Heavy Industry [3][4] Ship Specifications - The 30.6 million-ton VLCCs are designed for large cargo capacity, strong endurance, and high operational efficiency, meeting the latest international design concepts for oil tankers [5][6] - The LNG dual-fuel oil tankers are also designed to meet current market demands for green and low-carbon transportation [6] - The 6000TEU container ships are characterized by large loading capacity and stable sailing speed, suitable for diverse transportation needs [8] Market Context - EPS, one of the largest independent shipowners globally, has a fleet of over 270 vessels and has been active in the newbuilding market since 2021, ordering over 140 new ships [9][10] - The current price for a new VLCC is approximately $126 million, down from a historical high of $129.5 million last year, while the price for a new Suezmax tanker has decreased by about 5% year-on-year [3][5] Strategic Importance - The signing of this batch order reflects EPS's recognition of Hengli Heavy Industry's technical strength, product quality, and delivery capabilities, establishing a long-term cooperative relationship [8][12] - Hengli Heavy Industry has secured nearly 100 new orders since September 2023, with a backlog extending to 2029, positioning itself as a key player in the international shipbuilding market [12][13] - The company aims to become the largest and most comprehensive shipbuilding base globally, with plans to build over 150 large vessels annually once all projects are fully operational [13]

Core Insights - The China Shipbuilding Industry's 704 Research Institute has secured a contract to supply large torque sensors for four LNG dual-fuel passenger ferries to Mediterranean Shipping Company (MSC) [1] - This marks the first application of domestically developed high-precision marine measuring instruments in the export of high-end ship types, breaking the long-standing monopoly of foreign suppliers in this field [1] Group 1 - The contract involves the supply of torque sensors for four LNG dual-fuel powered large passenger ferries [1] - The sensors are a product of China's independent research and development efforts [1] - This development signifies a shift in the market dynamics, as it challenges the dominance of foreign suppliers in high-precision marine measurement instruments [1]

Core Viewpoint - Songfa Co., Ltd. (603268), recognized as the "first private shipbuilding stock in A-shares," reported impressive third-quarter results, achieving a net profit of 1.271 billion yuan for the first three quarters, with a non-recurring net profit of 688 million yuan, driven by the strong performance of its core asset, Hengli Heavy Industry [1][3] Group 1: Financial Performance - For the first three quarters, Hengli Heavy Industry generated a total revenue of 11.653 billion yuan and a net profit of 1.355 billion yuan, exceeding the annual performance commitment of 1.127 billion yuan one quarter ahead of schedule [1][3] - The company has a three-year cumulative net profit commitment of 4.8 billion yuan, which it has already surpassed in the first year, instilling strong market confidence [3] Group 2: Technological Advancements and Product Development - Hengli Heavy Industry focuses on "high-end, intelligent, and green" research and development, establishing a high-end product system covering container ships, oil tankers, and bulk carriers [3] - The company has developed a strong production capacity for high-end marine engines, with an annual output of 180 units, and has completed a full layout for traditional fuels and four types of dual-fuel systems, gaining a first-mover advantage in the green shipbuilding sector [3] Group 3: Operational Efficiency and Market Position - Hengli Heavy Industry has secured contracts for 13 ultra-large oil tankers (VLCC) and multiple bulk carriers, showcasing a robust order book and trust from leading international and domestic shipping companies [4] - The company has launched over 100 ships to date, with orders extending to 2029, and aims to become the largest and most comprehensive shipbuilding base globally upon reaching full production capacity [4]

Core Insights - Hengli Heavy Industry has signed contracts for the construction of 12 Very Large Crude Carriers (VLCCs) with several international shipping giants, with total orders exceeding 10 billion [1][2] - The collaboration with companies such as Norway's Frontline and Greece's Dynacom and Laskaridis enhances Hengli Heavy Industry's position in the international shipbuilding market [1][2] Company Performance - Hengli Heavy Industry continues to achieve breakthroughs in high-end shipbuilding, gaining trust from numerous internationally renowned shipping companies due to its advanced technological innovations and rich shipbuilding experience [2] - The signing of these contracts not only demonstrates Hengli Heavy Industry's strong capabilities in shipbuilding but also marks an increase in its influence in the international shipping market [2] Industry Impact - The recent large orders are expected to promote sustainable development in the shipping industry and inject new vitality into the global shipping market [2] - As orders are delivered, Hengli Heavy Industry is likely to occupy a more significant position in the global shipping market, contributing to China's transition from a shipbuilding power to a shipbuilding stronghold [2]

Core Insights - Hengli Heavy Industry has signed contracts for the construction of 12 Very Large Crude Carriers (VLCCs) with several international shipping giants, with a total order value exceeding 10 billion [1] - The collaboration with companies such as Norway's Frontline and Greece's Dynacom enhances Hengli Heavy Industry's position in the international shipbuilding market and aims to meet global shipping demands with high-quality vessels [1] - Hengli Heavy Industry aims to continue deepening partnerships with international shipping leaders and innovate in high-end shipbuilding to boost China's competitiveness in the global market [1] Company Developments - Hengli Heavy Industry has achieved a significant milestone by completing the transition from "0" to "1" in the design and construction of its first self-designed VLCC within just over a year, showcasing its technical capabilities [2] - The company has received a total of 6 VLCC orders from a major shipping giant, with current orders extending to 2029, positioning Hengli Heavy Industry as the largest single-entity shipbuilding base globally [2] - The company focuses on creating world-class, high-end, intelligent, and environmentally friendly shipbuilding and equipment manufacturing, with a comprehensive competitive advantage in technology and integrated industrial chains [1][2] Industry Context - VLCCs are crucial for global oil transportation due to their large carrying capacity and high efficiency, and their construction is a key indicator of a shipyard's overall strength [1] - The recent contracts and innovations in energy efficiency and environmental protection in VLCC design are expected to enhance operational efficiency and economic benefits for shipowners [2]

Core Viewpoint - Hengli Heavy Industry has received orders for 2+2 very large crude carriers (VLCC) from a well-known European shipowner, marking a significant step in China's maritime development and showcasing the company's capabilities in high-end shipbuilding [3][5]. Group 1: Orders and Financials - The contract involves two 306,000-ton VLCCs with a total contract value of approximately $200-300 million (RMB 1.428-2.143 billion), to be delivered in the second half of 2026 [3]. - The current price for a new VLCC of 315,000-320,000 deadweight tonnage is about $126 million, slightly down from $129 million a year ago [3]. - Hengli Heavy Industry has secured a total of 15 VLCC orders since entering the market, all initially ordered by its parent company, Hengli Group [5]. Group 2: Technical and Design Aspects - The 306,000-ton VLCC is designed for high efficiency, with features that allow it to adapt to major global oil ports and meet the demands for long-distance crude oil transportation [3]. - The first VLCC, "ALIAKMON I," was delivered in June 2023, marking Hengli Heavy Industry's breakthrough in large ship construction, with specifications including a length of 332.8 meters and a speed of 14.5 knots [7]. Group 3: Company Development and Future Plans - Hengli Heavy Industry was established in 2022, acquiring the assets of the former STX Dalian shipyard, and aims to become a world-class high-end shipbuilding base [8]. - The company has invested nearly 10 billion RMB in its "Future Factory," focusing on high-value green ships and advanced marine engineering equipment, with an expected annual output value exceeding 70 billion RMB [8]. - Hengli Heavy Industry is ranked 8th globally among single shipyards with a backlog of 114 vessels totaling approximately 4.6 million CGT as of July 2023 [10].

Group 1 - *ST Songfa has signed multiple large shipbuilding contracts through its subsidiary Hengli Heavy Industry, covering bulk carriers, container ships, and tankers, indicating a comprehensive expansion in the "collective oil" sector [1] - The 95,500-ton bulk carrier is highlighted as a key model, known for its efficiency and strong port adaptability, making it popular among shipowners [1] - The contracts utilize offshore RMB settlement to mitigate exchange rate risks, reduce financing costs for shipowners, and enhance trade efficiency [1] Group 2 - *ST Songfa expects to achieve a net profit of 580 million to 700 million yuan for the first half of 2025, marking a turnaround from losses in the previous year [2] - The completion of the asset restructuring is anticipated by May 2025, which will transition the company's main business from ceramics to shipbuilding and high-end equipment [2]