发展内河新能源船舶，已成为新一轮区域协同与绿色转型的关键落子。 2026年1月27日，山东省第十四届人民代表大会第三次会议正式开幕，山东省人大代表、济宁能源发展集团有限公司（下称"济宁能源集团"）党委书记、董 事长张广宇在接受经济观察报记者专访时指出，推动内河航运高质量发展、有效降低全社会物流成本已成为国家重大战略抉择。2026年内河航运将迎来新的 战略机遇，内河新能源船舶也将迎来突破增长期。 当天，山东省省长周乃翔在作政府工作报告时表示，截至2025年底，京杭运河山东段主航道基本达到二级航道标准，小清河复航实现"河海直达"，内河港口 吞吐量5年增长1.6倍，铁路水路货运周转量实现翻番。2026年，山东要开工建设京杭运河与小清河航道连通工程、梁山港二期，打造济宁北方内河航运中 心。 眼下，湖北、安徽、江苏等沿江省份均密集出台政策，布局新能源船舶制造基地、建设充换电和加注网络，将"电动长江""零碳运河"写进"十五五"规划。 作为京杭大运河常年通航的最北端，济宁境内251公里航道占全线近1/3。其中三级及以上高等级航道占比达70%，为"黄金水道"赋能区域发展提供了天然场 景。 位于运河旁的济宁能源集团，曾凭借丰富 ...

Core Viewpoint - The Jining government has prioritized the "breakthrough in industrial economy 'number one project'" in its 2026 work report, reflecting a significant shift towards a modern industrial system centered on advanced manufacturing [1] Group 1: Project Objectives and Strategies - The "number one project" aims to enhance the overall level of the industrial value chain through measures such as focusing on advantages, strengthening supply chains, and promoting ecological empowerment [1] - The implementation path includes enhancing industrial chains, upgrading traditional industries, and developing emerging industries, which are crucial for establishing a competitive industrial identity for Jining [1][2] Group 2: Industrial Development and Transformation - Several industrial enterprises and projects with technological leadership and market competitiveness have emerged as key examples of the project's effectiveness, such as the Shandong Times New Energy Battery project and the Great Wall Heavy Industry headquarters [2] - The project promotes the simultaneous upgrading of traditional industries and the cultivation of emerging industries, setting specific goals like achieving a 50% deep digital transformation rate for large-scale industrial enterprises [2] Group 3: Industrial Ecosystem and Infrastructure - Jining focuses on optimizing the "1+15+N" park layout to concentrate resources and create a more robust and specialized industrial development platform [3] - The acceleration of productive service industries, such as R&D and headquarters economy, is essential for completing the modern industrial system and fostering a conducive industrial ecosystem [3]

Core Viewpoint - The successful launch of the first batch of five pure electric multi-purpose vessels marks a significant step towards establishing a green shipping route in Shandong Province, with a total of 50 electric vessels ordered for operation on the Grand Canal [2][8]. Group 1: Company Developments - Jining Energy Group and CATL signed a contract for 50 pure electric vessels, with the first five vessels delivered for operation on the Grand Canal, creating Shandong's first large-scale electric cargo fleet [2][8]. - The new fleet utilizes an innovative "ship-electric separation" business model and containerized battery swapping technology, allowing each vessel to carry 2,000 tons and achieve zero emissions and low noise operation [2][8]. - Jining Energy Group's subsidiary, New Energy Shipbuilding Co., has signed over 180 vessel orders to date, with plans to launch 100 vessels and deliver 80 by 2025 [3][9]. Group 2: Industry Context - China's inland waterways are extensive, with a freight volume ranking first globally; however, approximately 300,000 vessels still operate on traditional diesel power, with around 60,000 on the Grand Canal [5][11]. - The Shandong Province government is committed to supporting the development of intelligent electric vessels, encouraging organized deployment and operation of electric vessels along rivers [5][11]. - Infrastructure improvements, including the establishment of charging and battery swapping facilities, are being prioritized to enhance service capabilities for electric vessels [5][11].

Core Viewpoint - Shandong Province has announced a new port and waterway layout plan for 2025-2035, positioning Jining Port as a core hub for northern inland shipping, aiming to enhance regional competitiveness and establish a modern water transport system [1][7][8]. Group 1: Jining Port's Development - Jining is set to become a northern inland shipping center by 2030, with a clear timeline and strategic focus on leveraging its geographical advantages and existing infrastructure [1][13]. - The port's cargo throughput is projected to reach 1.5 billion tons and 1 million TEUs by 2027, with a target of 2 billion tons and 1.5 million TEUs by 2030 [13][14]. - Jining's port and shipping industry is expected to generate over 2.2 billion yuan in output value by 2030, reflecting significant growth potential [13][14]. Group 2: New Energy Shipbuilding Industry - Jining is establishing the first inland new energy shipbuilding base in China, with an investment of 5.03 billion yuan, aiming for mass production of electric-powered vessels by August 2024 [2][3]. - The new energy shipbuilding facility is designed to produce 240 vessels and repair 100 vessels annually, focusing on various alternative fuel technologies [3]. - The establishment of a new energy fleet on the Grand Canal aims to replace over 4,000 outdated diesel vessels, enhancing environmental sustainability in the shipping industry [3][4]. Group 3: Strategic Importance of the Grand Canal - The Grand Canal is identified as a key waterway, with Jining's segment accounting for 24% of its total length and 80% of Shandong's share, highlighting its strategic significance [4][12]. - Jining's logistics capabilities are enhanced by its comprehensive transport system, connecting rail, road, and water, facilitating efficient multi-modal transport [4][12]. - The port's connectivity to major economic regions, including the Yangtze River Delta, positions it as a critical player in national logistics and trade [20][21]. Group 4: Market Dynamics and Competition - The global shift towards alternative fuel vessels is evident, with 55.5% of new ship orders in the first half of the year being for alternative fuel ships, indicating a growing market opportunity for Jining's new energy shipbuilding [3]. - The competition in the new energy sector is intensifying, necessitating strategic positioning and resource allocation to capitalize on emerging trends [4][21]. - Jining's port is actively engaging in partnerships and collaborations with major port groups to enhance its competitive edge and operational efficiency [21].