Core Viewpoint - The implementation plan aims to establish Shanghai as a leading international shipping center with a focus on green fuel supply and trading, marking a significant step towards the low-carbon transition of the global shipping industry [1] Summary by Relevant Sections Overall Goals - By 2030, Shanghai aims to initially establish an international green fuel supply and trading center, with LNG refueling capacity exceeding 1 million cubic meters and methanol and biofuel refueling capacity reaching 1 million tons [1] Green Fuel Supply System - Shanghai will develop a coordinated green fuel supply system that includes LNG, green methanol, and biofuels, transitioning from a single fuel supply to a diversified green service model [1] Strategic Importance - Strengthening the green fuel supply, refueling, and trading services will help Shanghai enhance its high-end shipping service capabilities, improve global resource allocation, and build core competitiveness for China's influence in the global shipping industry's transformation [1]

记者 王力 同时，上海将构建起"液化天然气+绿色甲醇+生物燃料"统筹协调发展的绿色燃料供给体系，政策 法规、标准规范、认证规则与管理机制基本健全，真正实现从"单一燃料供应"向"多元绿色服务"的跨越 式升级。 近日，交通运输部与国家发展改革委等十部门联合印发《关于支持上海国际航运绿色燃料加注中心 和交易中心建设的实施方案》（以下简称《实施方案》），这一重磅政策的出台，不仅是落实党中央、 国务院支持上海加快"五个中心"建设战略部署的关键举措，更标志着我国以实际行动引领全球航运业绿 色低碳转型，为上海打造全球领先国际航运中心注入"绿色新引擎"。 "十部委联合发文支持一个城市做一件事，从侧面反映了重要性。"上海市交通委员会科技信息处副 处长王大军说。 当下，全球航运业绿色转型已是历史必然，上海做强绿色燃料供给、加注、交易等新服务，不仅有 助于上海国际航运中心补齐高端航运服务业短板、增强全球资源配置能力，而且能借机打造面向未来的 核心竞争力，增强中国在全球航运业转型发展中的影响力和话语权。 首次明确2030年初步建成"双中心" 此次发布的《实施方案》在总体目标中首次明确：到2030年，上海将初步建成国际绿色燃料加注中 ...

Core Viewpoint - The European Commission is proposing a comprehensive ban on maritime services for Russian crude oil to further weaken Russia's energy revenue and complicate its ability to find buyers for oil [1][3] Group 1: Sanctions Overview - The new sanctions plan includes adding 43 additional vessels to the "shadow fleet" list, bringing the total number of sanctioned vessels to 640 [3] - The EU aims to further restrict Russia's access to tankers for the "shadow fleet" and impose broad bans on services related to LNG transport and icebreaker maintenance to limit its natural gas export projects [3] - The sanctions also target the Russian financial system by proposing to sanction 20 regional banks and implement measures against cryptocurrency transactions to prevent evasion of sanctions [3] Group 2: Trade Restrictions - The EU plans to impose new export restrictions on goods and services to Russia, including rubber, tractors, and cybersecurity services, with a total value exceeding €360 million [3] Group 3: Economic Impact - According to the European Commission President, Russia's oil and gas revenue is projected to decline by 24% by 2025, reaching the lowest level since 2020 [3] - The revenue for January 2026 is expected to be the lowest since the onset of the Russia-Ukraine war in 2022 [3] - The proposed sanctions are expected to intensify pressure on the Russian economy and impact the global energy trade and shipping markets [3]

Core Viewpoint - The implementation plan aims to establish Shanghai as a global hub for green shipping fuel supply and trading, promoting a low-carbon transition in the shipping industry and contributing to China's dual carbon goals [1][3]. Group 1: Implementation Plan Overview - The plan was jointly issued by ten departments, including the Ministry of Transport and the National Development and Reform Commission, marking a significant step towards leading the global shipping industry's green transformation [1]. - By 2030, Shanghai aims to establish a green fuel supply and trading center, with LNG refueling capacity reaching one million cubic meters and green methanol and biofuels reaching one million tons [1]. Group 2: Green Fuel Supply System - Shanghai will develop a coordinated green fuel supply system that includes LNG, green methanol, and biofuels, transitioning from a single fuel supply to a diversified green service model [2]. - Key areas for green fuel production, storage, transportation, and refueling facilities will be established, ensuring a robust supply chain [2]. Group 3: Breakthrough Innovations - The plan includes four major innovations: a collaborative mechanism between national and local levels, innovative multi-scenario refueling service models, breaking production layout restrictions for green methanol, and creating a dual-driven model for refueling and trading [3]. - The establishment of a comprehensive support framework across five dimensions—capacity assurance, refueling services, policy incentives, trading services, and safety regulation—will enhance Shanghai's position as a leading international shipping center [3].

Core Viewpoint - The implementation plan aims to establish Shanghai as a global leader in green shipping fuel supply and trading, facilitating the transition of the international shipping industry towards low-carbon operations [1][2][4]. Supply Side - Focus on key areas such as chemical parks, Hengsha, Yangtze River estuary, and Yangshan Port to develop a comprehensive infrastructure for the production, storage, transportation, and refueling of green fuels, thereby strengthening the "source guarantee network" [1][3]. - By 2030, Shanghai aims to achieve a liquefied natural gas (LNG) refueling capacity of 1 million cubic meters and a green methanol and biofuel refueling capacity of 1 million tons [2]. Service Side - Promote the coordinated development of refueling ships, shore stations, and tank trucks to create a "one-stop" service system, while innovating the "night refueling" model to significantly enhance operational efficiency [1][3]. Mechanism Side - Break down regulatory barriers for refueling ships operating across ports and allow the mixing of biofuels within comprehensive bonded zones, thereby empowering industry development [1][3][4]. Standards Side - Develop a carbon footprint accounting standard for marine fuels throughout their lifecycle, aiming to establish a regulatory framework that is "domestically leading and internationally recognized," thus gaining a voice in green shipping standards [1][3]. Strategic Innovations - Establish a "national strategy + Shanghai positioning" linkage mechanism, enabling collaboration between ten ministries and local authorities to consolidate Shanghai's role as a global hub for green energy in shipping [4]. - Innovate multi-scenario refueling service models and implement policies for mixed fuel blending in comprehensive bonded zones to overcome industry development bottlenecks [4]. - Expand the production layout for green methanol and plan green fuel projects in suitable areas to broaden the supply channels for green energy [4]. - Create a dual-driven model of "refueling + trading," leveraging the Shanghai Shipping Exchange and Shanghai Futures Exchange to explore international green fuel trading and LNG futures markets, enhancing the integration of green fuel trading with carbon markets and shipping finance [4].

凤凰网财经讯 2月9日，美股三大指数集体低开，纳指跌0.34%，道指跌0.25%，标普500指数跌0.24%。 减肥药概念股普涨，诺和诺德涨超5%，礼来涨超2%，因仿制司美格鲁肽而遭到诉讼的Hims & Hers则大 跌22%。存储概念股走弱，美光科技跌超3%。 公司消息 【黄仁勋力挺科技巨头超6000亿美元资本开支：需求旺盛 AI投资创造更多收入】 英伟达CEO黄仁勋在接受外媒采访时表示，科技行业在AI（人工智能）基础设施方面不断增长的资本 支出是合理、适当且可持续的，因为这些公司的现金流都将开始增长。包括微软、亚马逊、Meta、甲 骨文公司和Alphabet在内的科技巨头，正计划在2026年总计投入超过6000亿美元的资本支出。黄仁勋强 调，"人类历史上规模最大的基础设施建设"正在展开，其背后动力是对算力的"极度旺盛"的需求，AI公 司和超大规模云服务商正利用这些算力来创造更多收入。 【古尔曼：未来几周苹果将密集推出新产品】 科技记者马克·古尔曼（Mark Gurman）表示，苹果公司未来几周将推出一系列新产品，包括iPhone 17e、新款iPad，以及搭载M5 Pro/Max芯片的MacBook等。 ...

新华财经天津2月9日电（记者李亭）记者从天津国际贸易与航运服务中心获悉，2026年第6周（2月2日-6日），中国北方内外贸海运价格的风向标——天津 航运指数继续下行，收于963.30点，相比1月30日（第5周最后一个发布日）累计下跌3.20%。 天津国际贸易与航运服务中心供图 天津航运指数（TSI）综合反映天津及北方地区航运市场价格波动情况，是由北方国际集装箱运价指数（TCI）、北方国际干散货运价指数（TBI）、沿海集 装箱运价指数（TDI）通过计算而得的综合性指数。 分类别看，北方国际集装箱运价指数周初明显下跌，后半周趋稳。其中，欧地航线船公司调降运价进一步提升船舶装载率，天津至欧洲、天津至地中海东部 和天津至地中海西部航线运价指数分别下跌6.11%、5.57%和5.33%。美国航线随着春节临近，市场货量小幅回升，运价周初下跌后保持平稳，天津至美西、 天津至美东航线运价指数分别下跌3.79%和3.33%。最终，TCI收于1075.28点，相比1月30日累计下跌4.06%。 北方国际干散货运价指数窄幅震荡。其中，粮食市场运价指数小幅上涨0.40%。煤市场运价指数累计下跌0.34%。金属矿石市场运价指数累计下跌 ...

Core Viewpoint - The implementation plan aims to establish Shanghai as an international green fuel supply and trading center by 2030, focusing on liquefied natural gas, methanol, and biofuels [1][2] Group 1: Goals and Objectives - By 2030, Shanghai is expected to have a liquefied natural gas refueling capacity exceeding one million cubic meters and methanol and biofuels refueling capacity reaching one million tons [1] - The plan emphasizes the transition from a "single fuel supply" to a "diverse green service" model, enhancing the green fuel supply system [1] Group 2: Service and Operational Enhancements - The plan promotes the development of a "one-stop" service system by coordinating refueling ships, shore stations, and tank trucks, and introduces a "night refueling" model to significantly improve operational efficiency [1] - It aims to break down regulatory barriers for cross-port operations of refueling ships and allows the mixing of biofuels within bonded areas, facilitating industry growth [1][2] Group 3: Standards and Regulations - The plan includes the development of a carbon footprint accounting standard for marine fuels, aiming to establish a regulatory framework that is "domestically leading and internationally recognized" [1] - The initiative seeks to gain a competitive edge in green shipping standards [1]

Report Overview - The report is a fixed - income report released on February 9, 2026, focusing on high - frequency economic data analysis and providing investment - related insights [1] Report Industry Investment Rating - Not provided in the given content Core Viewpoints - High - frequency economic data shows production heat differentiation, with rising coke oven, blast furnace, and PTA operating rates and falling asphalt and tire operating rates [2][31] - The commercial housing transaction area decreases, while the land supply area slightly increases [2][31] - Overall prices are declining, including energy, metal, and agricultural product prices [2][31] - As the holiday approaches, subway passenger volume and peak congestion index in first - tier cities decline, while domestic and international flight volumes grow rapidly [2][31] - Short - term focus should be on the implementation of fiscal and monetary coordinated policies [2][31] Summary by Directory 1. Production - **Steel**: Coke oven capacity utilization increases by 0.48 pct, blast furnace operating rate rises by 0.53 pct, and rebar production drops by 8.15 tons. The inventory increases by 4.52 tons [8] - **Petroleum Asphalt**: The operating rate drops by 1.0 pct to 24.5% [8] - **Chemical Industry**: PX operating rate remains flat, while PTA operating rate increases by 1.07 pct to 76.9% [8] - **Automobile Tires**: The full - steel tire operating rate drops by 1.74 pct to 60.7%, and the semi - steel tire operating rate drops by 2.08 pct to 72.76% [9] 2. Demand - **Real Estate**: The commercial housing transaction area decreases by 28.05 square meters to 123.24 square meters. The inventory - to - sales ratio drops by 1.83 to 114.86. The land supply area increases by 29.65 square meters to 1021.03 square meters, and the residential land transaction premium rate drops by 2.91 pct to 0.01% [13] - **Movie Box Office**: The box office drops by 0.2 billion yuan to 284 million yuan [13] - **Shipping Freight Rates**: The SCFI index drops by 3.81%, the CCFI index drops by 4.55%, and the BDI index drops by 10.47% [16] 3. Prices - **Energy**: Brent crude oil price drops by 3.73% to $68.05 per barrel, and coking coal futures price drops by 1.83% to 1154 yuan per ton [20] - **Metals**: LME copper, aluminum, and zinc futures prices change by - 0.08%, - 0.81%, and + 0.39% respectively, and domestic rebar futures price drops by 1.81% [21] - **Agricultural Products**: The agricultural product wholesale price 200 index drops by 0.70%. Pork, egg, and vegetable prices drop by 1.45%, 1.28%, and 1.78% respectively, while fruit prices increase by 0.25% [24] 4. Logistics - **Subway Passenger Volume**: In Beijing, it drops by 5.73 million person - times to 9.9066 million person - times, with a weekly change of - 0.57%. In Shanghai, it drops by 8.57 million person - times to 9.96 million person - times, with a weekly change of - 0.85% [27] - **Flight Volume**: Domestic (excluding Hong Kong, Macao, and Taiwan) flight volume increases by 1050.43 flights to 14699.14 flights, with a weekly change of 7.7%. Domestic (Hong Kong, Macao, and Taiwan) flight volume increases by 15.57 flights to 397.29 flights, with a weekly change of 4.08%. International flight volume increases by 107.43 flights to 1929.43 flights, with a weekly change of 5.9% [28] - **Urban Traffic**: The peak congestion index in first - tier cities drops by 0.07 to 1.58, with a weekly change of - 4.15% [28]

研究所 航运研发报告 航运日报 2026 年 2 月 9 日 航运日报 第一部分 集装箱航运——集运指数（欧线） 期货从业证号： F3084078 投资咨询证号： Z0018656 联系方式： :jiaruilin_qh@chinastock.com.cn | 银河期货集运指数 | | | | （欧线） 日报 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 期货盘面 | | | | | | | | | 期货合约 | 收盘价 | 涨跌 | 涨跌幅 | 成交量（手） | 增减幅 | 持仓量(手) | 增减幅 | | EC2602 | 1,756.0 | 16.1 | 0.93% | 124.0 | -44.39% | 1,437.0 | 0.56% | | EC2604 | 1,238.0 | 6.8 | 0.55% | 14,384.0 | -51.16% | 31,132.0 | -0.94% | | EC2606 | 1,553.0 | 22.0 | 1.44% | 2,206.0 | -54.98% | 14,726.0 | -0.5 ...