每经记者｜淡忠奎 每经编辑｜刘艳美 随着我国新能源汽车渗透率迎来突破50%的"历史性节点"，新能源领域的下一个"风口"，吹到了航运船 舶业。 近年来，随着核心技术的持续突破与应用场景的不断丰富，国内电动船舶发展势头迅猛。尤其在内河航 运领域，船舶电动化转型已接近"爆发前夜"。据预测，到2026年，中国电动船舶市场规模将超过360亿 元；到2030年，全球电动船舶份额有望达到15%。 作为长江干流流经里程最长的省份，中部水运大省湖北，正加速"押注"电动船舶产业。 近日，湖北"十五五"规划建议明确，积极打造船舶与海工装备等国家产业集群。几乎同一时间，《湖北 省推动内河船舶产业转型升级和高质量发展工作方案》（以下简称《湖北方案》）出炉，提出到2027年 全省船舶工业产值突破1300亿元，年均增速超15%，电动船舶核心动力系统全国市场占有率保持领先。 业界人士预计，在"双碳"目标驱动下，内河船舶绿色化转型有望催生万亿元级市场。这其中，湖北正显 露出"实现引领性发展"的雄心。 "动力切换" 不久前，国家"十五五"规划建议提出，持续推进长江经济带发展。这背后，长江航运作为"发展命脉"的 重要地位越发凸显。 今年前三季度， ...

Group 1 - Trump announced that the U.S. government will allow Nvidia to sell its H200 AI chips to China, with a 25% revenue share for the U.S. on each chip sold [1][7][13] - Nvidia's stock rose by 1.2% in after-hours trading following the announcement, indicating positive market sentiment [1] - The decision marks a shift in U.S. policy, as the Trump administration previously restricted AI chip sales to China, representing a significant victory for Nvidia's CEO Jensen Huang [1][7] Group 2 - China's Ministry of Foreign Affairs responded to inquiries about the sale of H200 chips, emphasizing the importance of cooperation for mutual benefit [8] - The establishment of Beijing Guanghe Qiancheng Technology Co., Ltd. aims to explore strategic cooperation opportunities within the polysilicon industry [6] - The company has a registered capital of 3 billion and is set to focus on technology upgrades, market expansion, and cost optimization [6] Group 3 - Alibaba has formed a new C-end business group called Qianwen, aiming to develop a super app that serves as an AI assistant across various platforms [10] - The group consolidates previous business units and will focus on integrating AI into everyday applications [10] - The initiative reflects Alibaba's strategy to enhance user engagement and accessibility to AI technologies [10] Group 4 - The Chinese stock market showed a positive trend with the ChiNext Index rising by 1.07%, driven by strength in computing hardware sectors [4][11] - Various sectors, including CPO and retail, demonstrated significant activity, with multiple stocks hitting their daily limits [4][5] - The market's overall trading volume decreased by 353 billion compared to the previous day, indicating a potential shift in investor sentiment [4]

《福建省电动船舶产业发展行动计划（2026—2028年）（征求意见稿）》公开征求意见。其中提到，全 力推动"船舶电动化、技术产业化、产业集聚化、建造专业化、岸电一体化、运营市场化、管理体系 化、模式创新化"，将电动船舶产业打造成福建省先进、优势产业。培育具有全球领先优势的电动船舶 动力电池及电池动力推进系统等核心装备供应商，打造不少于2个具有国际影响力的知名品牌。另外， 加快充换电配套设施建设。以闽江流域、沿海等水域为重点，鼓励国网福建电力、省港口集团、省投资 集团、宁德时代、星云电子、福州两江四岸、福建航电等有条件的企业发挥资源及技术优势，先行先试 开展电动船舶充换电站、燃料加注场站等基础配套设施建设。支持引进、培育电动船舶充电接口生产企 业，根据市场需求，推动充换电设施设备标准化、系列化、产业化发展。 ...

格隆汇12月9日｜《福建省电动船舶产业发展行动计划(2026—2028年)(征求意见稿)》公开征求意见。其 中提到，全力推动"船舶电动化、技术产业化、产业集聚化、建造专业化、岸电一体化、运营市场化、 管理体系化、模式创新化"，将电动船舶产业打造成福建省先进、优势产业。培育具有全球领先优势的 电动船舶动力电池及电池动力推进系统等核心装备供应商，打造不少于2个具有国际影响力的知名品 牌。另外，加快充换电配套设施建设。以闽江流域、沿海等水域为重点，鼓励国网福建电力、省港口集 团、省投资集团、宁德时代、星云电子、福州两江四岸、福建航电等有条件的企业发挥资源及技术优 势，先行先试开展电动船舶充换电站、燃料加注场站等基础配套设施建设。支持引进、培育电动船舶充 电接口生产企业，根据市场需求，推动充换电设施设备标准化、系列化、产业化发展。 ...

"船-岸-云"一体化解决方案，为全球航运业开辟了绿色、智能、可持续的新路径。 12月4日，宁德时代旗下宁德时代电船科技有限公司，推出全球首创的"船-岸-云"一体化解决方案。该解决方案成功推动电动化从陆路延伸至水路，为全 球航运业开辟了绿色、智能、可持续的新路径。 据了解，自2017年布局船舶领域以来，宁德时代电动船舶累计安全交付量近900艘，稳居全球电动船舶电池配套市场首位，打造了诸如全球最大电量的纯 电内河客船"长江三峡1"轮、全国首艘入级中国船级社（CCS）的纯电海上客船"屿见77"轮等多个行业标杆，以硬核实力推动零碳航运落地。 "船-岸-云"一体化解决方案，为全球航运业开辟了绿色、智能、可持续的新路径。 12月4日，宁德时代旗下宁德时代电船科技有限公司，推出全球首创的"船-岸-云"一体化解决方案。该解决方案成功推动电动化从陆路延伸至水路，为全 球航运业开辟了绿色、智能、可持续的新路径。 据了解，传统船舶运营长期受困于动力、补能和维修多供应商协作不畅、责任界定模糊以及初始购置成本高、补能设施不足、续航焦虑、技术标准不统一 等问题，导致船东陷入"买不起船、充不上电、算不过账"的运营困境，成为制约零碳航运规模 ...

本文字数：1081，阅读时长大约2分钟 作者 | 第一财经 肖逸思 12月4日，在上海海事展上，宁德时代旗下宁德时代电船科技有限公司（下称"时代电船"）发布 了"船-岸-云"零碳航运及智慧港航一体化解决方案，从船上动力系统、岸基补能网络到云端智能管 理，实现全链条整合。 "电动船舶板块是宁德时代'全域增量'战略中承上启下的关键一环。"宁德时代船舶事业部/时代电船 总经理苏怡怡在接受第一财经等媒体采访时表示。 在不久前的2025世界动力电池大会上，宁德时代董事长曾毓群首次正式提出"全域增量"战略。苏怡 怡解释称，"全域增量"战略，核心在于将宁德时代在动力电池领域积累的核心能力，拓展至陆、 海、空全交通场景。当前，宁德时代全球动力电池装车量市占率已接近40%，而航运脱碳是下一个 确定性的万亿级赛道。船舶板块将宁德时代的市场边界，从陆路系统性拓展至水域，是集团创新增长 曲线中的重要板块。 2025.12. 04 与电动汽车相比，电动船舶发展需直面高湿、高盐雾、长航时、大功率等严苛运营环境的挑战。而 且，在过往船舶运营中，动力、补能和维修分属不同供应商，协调困难且责任不清，导致船舶三十年 运营期问题不断、效率低下；除 ...

Group 1 - The core viewpoint of the news is that CATL's subsidiary, Times Electric Ship Technology Co., has launched a comprehensive "ship-shore-cloud" zero-carbon shipping and smart port integration solution, which integrates the entire chain from onboard power systems to shore-based energy replenishment networks and cloud-based intelligent management [1] - The "All-domain Increment" strategy proposed by CATL aims to expand its core capabilities in the power battery sector to all transportation scenarios, including land, sea, and air, with a current global market share of nearly 40% in power battery installations [1] - The electric ship sector is seen as a critical component of CATL's growth strategy, with significant potential for expansion as the market for decarbonizing shipping is projected to be a trillion-dollar opportunity [1] Group 2 - According to a recent report by Aijian Securities, the electric ship battery market is still in the exploratory phase, with substantial growth potential; global electric ship battery shipments are expected to reach 268.5 GWh by 2029, with a compound annual growth rate (CAGR) of approximately 125.7% from 2025 to 2029 [2] - The Chinese market for electric ship batteries is projected to reach 3.6 GWh in 2025 and 104.7 GWh by 2029, with a CAGR of 131.9% during the same period [2] - The electric ship industry faces challenges such as harsh operating environments and high initial costs, which CATL aims to address with its integrated solutions that include battery systems, power systems, and intelligent navigation systems [2] Group 3 - The market for lithium batteries in the electric ship industry is highly concentrated, with CATL, EVE Energy, and Guoxuan High-Tech together holding nearly 80% of the market share, despite 30 companies having CCS certification for marine lithium batteries [3]

Core Insights - Fujian Province aims to achieve high-quality development of its marine economy during the 14th Five-Year Plan, contributing significantly to the national marine economy and local GDP [1][2] Marine Economy Development - In 2024, Fujian's marine production value is expected to exceed 1.25 trillion yuan, accounting for 11.9% of the national total, maintaining its position as the third-largest contributor for ten consecutive years [2] - The marine economy contributes 21.7% to the province's overall GDP, highlighting its role as a key driver for economic and social development [2] - The province has established a "Five Ones" mechanism to enhance marine economic management and has introduced local regulations to support legal development [2] Innovation and Technology - Fujian has focused on innovation to boost marine technology capabilities, achieving breakthroughs in key technologies such as the world's largest 26MW offshore wind turbine and direct electrolysis of seawater for hydrogen production [3] - The province has implemented over 1,000 provincial-level R&D projects and established 120 marine technology innovation platforms [3] Industrial Upgrading - Fujian has developed a collaborative marine industry structure, excelling in 13 out of 15 marine industry categories, excluding oil and coastal planting [4] - The province has become a major player in the petrochemical industry, with revenues exceeding 800 billion yuan from large-scale enterprises [4] Infrastructure and Capacity - The province has established a complete electric ship industry chain, with domestic market share of key technologies at 40% [5] - In 2024, Fujian's coastal ports are projected to handle 744 million tons of cargo and 18.12 million TEUs, maintaining a leading position nationally [5] Environmental Protection - Fujian has made significant progress in marine ecological protection, with 96.6% of nearshore waters rated as good quality [6] - The province has implemented measures to reduce pollution and promote circular economy practices, achieving notable reductions in marine waste density [6] International Cooperation - Fujian has deepened cross-strait cooperation and international exchanges, enhancing its role in the "Belt and Road" initiative and hosting various international forums [7] - The province has established significant trade and cultural exchange platforms, promoting a collaborative marine community [7] Future Plans - Fujian plans to continue developing its marine economy and strengthen its position as a national marine economic development demonstration zone [8]

Core Insights - CATL's subsidiary, Ningde Times Electric Ship Technology Co., has successfully developed the "6006 pure electric multi-purpose transport ship," recognized as an exemplary case for the integration of transportation and energy in China by 2025 [1] Group 1: Project Overview - The "6006" ship integrates CATL's comprehensive technology capabilities in "ship, shore, and cloud" with Jining Energy's port and logistics resources [1] - The innovative "ship-station integration" solution addresses key challenges in the electrification of inland vessels, particularly in terms of range and efficiency [1] Group 2: Technical Specifications - The vessel is equipped with two battery packs with a total capacity of 3919 kWh, allowing for a full range of 230 kilometers and enabling rapid battery swapping in 15 minutes [1] - The operational efficiency of the "6006" is comparable to traditional fuel-powered vessels [1] Group 3: Environmental and Economic Impact - The ship can replace 50.4 tons of fuel annually, achieving zero carbon emissions throughout its operation [1] - The project promotes the construction of a new energy transportation pilot area along the Grand Canal, showcasing significant economic and environmental benefits [1] Group 4: Industry Implications - The recognition of this project signifies a transition in China's inland shipping industry from "concept validation" to "model promotion" for green transformation [1] - Electric vessel solutions like the "6006" are expected to accelerate replication across the national inland waterway network, moving the industry towards a scalable and networked zero-carbon future [1]

Core Insights - Zhejiang state-owned enterprises completed an investment of 998.6 billion yuan in the first half of the year, representing a year-on-year increase of 30.7% [1] - Investment in strategic emerging industries reached 304.1 billion yuan, with a significant year-on-year growth of 89.8%, indicating a stronger focus on innovation and industry layout [1] - The provincial government is actively supporting major strategic initiatives, including the construction of a national bulk commodity storage and transportation base and the establishment of a cross-border e-commerce service platform [1][3] Investment and Innovation - In the first half of the year, Zhejiang state-owned enterprises invested 81.7 billion yuan in mountainous and island counties, completing over 100 "common prosperity workshop" projects [3] - R&D expenditure by state-owned enterprises reached 55.3 billion yuan, marking a year-on-year increase of 20.6%, positioning Zhejiang fifth in the nation for growth in R&D investment [3][4] - The provincial government has implemented a "1+5+17" innovation work system to enhance the integration of technology and industry within state-owned enterprises [3][4] Technological Advancements - Zhejiang state-owned enterprises have initiated significant technological projects, adding four provincial-level technology projects and establishing ten key laboratories in the first half of the year [4] - Notable achievements include breakthroughs in cooling technology for computing centers and the establishment of a technology innovation alliance for electric vessels [4] - The "Artificial Intelligence+" initiative has been launched, showcasing 20 typical application scenarios and promoting collaboration with major enterprises in AI transformation [4] Strategic Goals - The year marks a critical point for the completion of the "14th Five-Year Plan" and the deepening of state-owned enterprise reforms [5] - The provincial government aims to strengthen innovation, optimize structure, and deepen reforms to enhance the effectiveness of state-owned capital and enterprises [5]