6月11日， 中船天津智能小组立产线开工仪式在天津顺利举行。 作为驱动本次智能制造示范项目的核心科技引擎 与战略合作伙伴，智昌集团应邀出席， 与来自天津港保税区工信局、大连船舶重工集团有限公司、中船（天津） 船舶制造有限公司等单位的嘉宾代表齐聚一堂，共同见证项目启动的关键时刻。 仪式上，天津港保税区工信局局长李金辉、中船天津董事长朱平、智昌集团执行董事分别致辞。随后，大连造船 党委委员、副总经理林吉明先生正式宣布 "中船天津智能小组立产线开工" ，在热烈的掌声中，焊接机器人精准定 位，在耀眼的电弧光中完成了第一条智能焊缝的完美焊接。这不仅标志着全国首条智能小组立焊接标杆产线迈入 实质性建设阶段，更意味着船舶制造业智能化转型迎来重要转折点。 永立潮头，奋楫笃行 早在2024年，智昌集团便与中船天津成功签署战略合作协议，开启了双方深度合作的新篇章。 此次全国首条智能 小组立焊接标杆产线，便是战略合作签约后快速落地的首个重大项目成果。 该产线成功开辟了船舶制造从 "人力 驱动" 迈向 "数据驱动" 的全新范式。未来，双方将以这条产线为基石，进一步拓展合作领域，在智能物流优化、 质量管控升级等方面持续发力，携手推动船 ...

证券代码：600150 证券简称：中国船舶 公告编号：2025-040 中国船舶工业股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 每股分配比例 A 股每股现金红利0.25元（含税） ? 相关日期 股份类别 股权登记日 最后交易日 除权（息）日 现金红利发放日 Ａ股 2025/6/20 － 2025/6/23 2025/6/23 ?差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 本次利润分配方案经中国船舶工业股份有限公司（以下简称"公 司"）2025 年 6 月 3 日的2024年年度股东会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结 算有限责任公司上海分公司（以下简称"中国结算上海分公司" ）登记 在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本4,472,428,758股为基 数 ， 每 股 派 发 现 金 红 利 0.25 元 （ 含 税 ）， 共 计 派 发 现 金 红 利 。 三、 相关日期 股份类别 股权登记日 最后交 ...

Group 1 - The core viewpoint is that the implementation of the "Six Merger Guidelines" has significantly boosted the merger and acquisition (M&A) market in Shanghai, with a total of 134 disclosed M&A transactions amounting to 241.9 billion yuan since its release [1] - The Shanghai government has introduced the "Shanghai Action Plan" to support M&A activities, aiming to establish Shanghai as a leading area for M&A by 2027, with a focus on enhancing industrial capabilities and creating a robust M&A ecosystem [2] - The M&A activities are increasingly focused on new productive forces, with over 70% of new transactions related to industries such as integrated circuits, biomedicine, and artificial intelligence, indicating a strong trend towards technological innovation [3] Group 2 - There is a strong demand for industrial transformation and upgrading, with companies seeking to consolidate their market positions through M&A as a means to enhance competitiveness [4] - Companies facing growth bottlenecks are also pursuing external acquisitions to create new growth avenues, indicating a strategic shift in their business models [5] - The M&A ecosystem is being rapidly cultivated, with efforts to improve the service levels of intermediary institutions and support securities companies in enhancing their core competitiveness through M&A [6] Group 3 - The recent revision of the "Major Asset Restructuring Management Measures" is expected to further invigorate the M&A market in Shanghai, with a focus on promoting typical demonstration cases to enhance innovation capabilities and industrial levels [7]

Core Viewpoint - The launch of the world's first "wind sail" assisted Aframax oil tanker, named "Blanzhachi," represents a significant innovation in the shipping industry, combining traditional wind power with modern technology to promote greener shipping practices [1][10]. Group 1: Innovation in Shipping Technology - The Aframax oil tanker measures nearly 250 meters in length and 44 meters in width, capable of transporting over 800,000 barrels of crude oil [3]. - The vessel features three large, 40-meter tall rectangular structures that serve as the "wind sails," made from fiberglass composite materials, which are controlled by a hydraulic and intelligent control system [5][9]. - The "wind sail" technology allows the tanker to utilize a dual power mode of "wind energy + fuel," enhancing efficiency and reducing fuel consumption [5][7]. Group 2: Environmental Impact - The implementation of "wind sails" can significantly lower fuel consumption, with reported savings of 14.5 tons of fuel per day at a wind speed of 20 knots, translating to an annual reduction in carbon emissions of nearly 5,000 tons [13]. - The use of wind-assisted propulsion is expected to provide a green alternative for the global shipping industry, effectively reducing carbon oxide emissions during voyages [10][12]. Group 3: Market Potential - The Aframax design is popular in international markets, particularly in regions with strong winds, such as the Indian and Atlantic Oceans, making it an ideal candidate for wind-assisted technology [7]. - The advancement of "wind sail" technology is seen as a response to increasing carbon emission regulations, offering economic benefits and a significant market opportunity for shipping companies [12].

Core Insights - The establishment of five major projects in Wuhan's green intelligent shipbuilding industry was announced, highlighting the city's commitment to developing this sector [1][3] - The green upgrade of inland vessels is projected to create a trillion-yuan market, with nearly 300,000 existing vessels in need of replacement or retrofitting [3][4] - Wuhan is positioning itself as a key player in the green intelligent shipbuilding industry, with significant advancements in electric and hybrid vessels [6][7] Group 1: Industry Developments - The green upgrade of inland vessels is expected to be a trillion-yuan market, with a potential market size based on replacing 30% of existing vessels and retrofitting 20% [3] - Wuhan is recognized as a leading city in the development of electric ship battery systems, supplying nearly 70% of the electric vessels in China [6] - The city has a complete industrial chain for shipbuilding and marine engineering, with over 200 enterprises involved in research, design, and manufacturing [6] Group 2: Company Initiatives - Zhejiang Yada Green Energy Technology Co., a key player in high-end marine equipment, is expanding its presence in Wuhan, focusing on dual-fuel vessels [4] - Ningbo Chenxiang Electronics plans to establish a research and manufacturing base in Jiangxia, developing over 100 high-end connectors and harness products for electric vessels [4][5] - Wuhan's local government is actively promoting the application of new energy electric vessels, enhancing the operational landscape for companies in the region [5][6] Group 3: Future Projections - The green intelligent shipbuilding industry in Wuhan is expected to see a 16.9% year-on-year growth in output value by 2024 [7] - The city aims to create a new industrial chain for green intelligent vessels, focusing on research, design, and manufacturing clusters in Wuchang and Xinzhou districts [7]

Core Viewpoint - The signing of the 1000th leasing vessel in Tianjin Dongjiang Comprehensive Bonded Zone marks a significant milestone for China's ship leasing industry, highlighting its growth and international collaboration in the maritime sector [3][4]. Group 1: Investment and Financing - The newly signed vessel is a floating liquefied natural gas (LNG) facility built in Singapore, with a total investment of nearly $1.8 billion, of which approximately $1.2 billion is financed through leasing [3][4]. - The leasing consortium is led by Guoyin Financial Leasing Company, comprising six domestic financial leasing companies, indicating a strong collaborative effort in financing [4]. Group 2: Industry Impact - The Dongjiang zone's ship leasing business accounts for over 90% of similar activities in mainland China, showcasing its dominance in the market [4]. - The leasing of 1000 vessels includes various types such as bulk carriers, container ships, LNG carriers, and oil tankers, reflecting a diverse portfolio that supports global trade [4]. Group 3: Future Prospects - The global goods trade is experiencing a post-pandemic recovery, with over 200 vessels leased annually from Dongjiang, enhancing maritime transport capacity and reducing shipping costs [5]. - The establishment of the "Thousand Ship Club" is expected to inject new momentum into global trade flows, with potential collaborations between Dongjiang and Hong Kong to further develop ship leasing models [6].

摘要 全球海运贸易量预计将保持增长，2025-2029 年增速约为 2.4%，受益 于全球经济增长和海运的成本优势。IMO 的碳减排目标推动航运业绿色 转型，要求到 2030 年温室气体排放量减少至少 20%，到 2050 年实现 净零排放。 IMO 通过燃料生命周期温室气体强度（GFA）指标监管船舶碳排放，未 达标船舶需购买碳排放权，技术措施要求逐步下降 GFA，例如到 2035 年需比 2008 年基线水平下降 43%。 船舶需满足能效设计指数（EEDI）和能效现状指数（EEXI），不达标的 存量船舶将无法获得航行资质，运营中的碳强度指标（CII）评级将影响 船舶运营，促使老旧船舶更新换代。 全球船队面临高龄化问题，平均船龄达 17.4 年，为近 40 年来最高水平， 预计 2028-2032 年将迎来新一轮造船需求高峰，以替换 2006-2012 年交付的高峰期船舶。 船舶租赁渗透率显著提升，集装箱轮租赁渗透率截至 2024 年底约为 47.7%，中国租赁商在全球市场份额增加，节能型舰队占比达 66%，高 于全球平均水平 11%。 Q&A 中国船舶租赁行业目前的市场需求情况如何？ 中国船舶租赁行业目前市 ...

Group 1 - The Chinese government emphasizes the importance of internet civilization as a key component of social civilization and a crucial area for building a strong internet nation, highlighting significant achievements in this area since the 18th National Congress of the Communist Party [7][6] - The government aims to cultivate a positive and healthy online culture, contributing to the construction of a strong nation and the rejuvenation of the nation [7][6] Group 2 - The latest data from the China Logistics and Purchasing Federation indicates that the e-commerce logistics index reached 111.6 points in May, with the total business volume index hitting a record high of 130.2 points for the year [12] - The China Automobile Industry Association reports that from January to May, automobile production and sales exceeded 12.82 million and 12.75 million units, respectively, with year-on-year growth of 12.7% and 10.9% [13] - China's trade with Africa reached a historical high in the first five months of the year, with imports and exports totaling 963.21 billion yuan, marking a year-on-year increase of 12.4% [14]

万山群岛海域台风频发，海面风浪大，雨水天数多，如何保障养殖安全？黄红宇说，项目团队选用 了高强钢板作为建造主材料，为这艘船打造了一副"强壮骨骼"。然而，高强钢板塑形调节不易控制，为 达到设计强度要求，技术团队通过多次试验，在建造过程中采用了预设反变形量、调整焊接顺序等工艺 措施，把结构变形量控制在许可范围之内，保证了船舶的整体强度。 据了解，"湾区伶仃"号未来将主要在珠海万山群岛海域开展作业，养殖金鲳鱼、章红鱼、红瓜子斑 鱼等高品质海产，预计可年产5000吨鱼。在静态养殖期间，"湾区伶仃"号还具备海上休闲功能，为游客 提供垂钓、主题食宿等服务。 日前，自航式水体自然交换型养殖工船"湾区伶仃"号在广东江门成功下水，这是我国深远海养殖的 又一大国重器。 5月27日，"湾区伶仃"号在江门下水。新华社发 "整船拥有近8万立方米的养殖空间，水量相当于32 个标准游泳池，为鱼儿提供了广阔的自由游动空间，提升鱼苗活力和鱼肉品质。"负责该船建造的中交 四航局江门航通船业有限公司总经理黄红宇说。 在船下仰望，"湾区伶仃"号俨然是一个"巨无霸"。它长155.8米，型宽44米，型深24米，最大吃水 深度达20米。 与一般渔船不同， ...

智通财经自中船集团旗下上海外高桥造船有限公司(下称外高桥造船)获悉，6月11日，其为英国Union Maritime Limited(UML)公司建造的全球首艘风帆助推阿芙拉型成品油轮"BRANDSHATCH"轮在外高桥 造船正式命名。阿芙拉型油轮通常指载重8万至12万吨的中型原油运输船。 根据设计指标，在20节风速理想海况条件下，该系统可实现日均节约燃油14.5吨，减少二氧化碳排放45 吨，常规海况平均每年节省12%左右的燃油消耗，年减少碳排放近5000吨。 外高桥造船近年来持续推进LNG双燃料、甲醇、氨、氢、风能等新能源技术储备，先后推出了一系列 满足最新海事环保法规要求的船型产品。自2022年交付全球首艘LNG双燃料好望角型散货船以来，截 至目前，外高桥造船已累计交付双燃料动力船舶15艘；手持订单方面，该公司共承接了21艘LNG双燃 料船舶产品建造合同。 "BRANDSHATCH"轮配备三具高度超过40米的硬质翼型风帆，在航行中能够依托数字控帆系统根据气 象数据实现实时智能动态调整帆角，通过机械液压传动系统实现升降、开合和旋转，为船舶提供额外推 力，从而大幅减少主机的燃油消耗，减少碳排放的同时有效提升船 ...