中国能源研究会副秘书长兼新闻发言人王凡在10月10日举办的新闻发布会上介绍，"十四五"期间，我国构建起全球最大、发展最快的可再生能源体系，可再 生能源发电装机占比由40%提升至60%左右。出口的风电光伏产品遍布全球，累计为其他国家减少碳排放约41亿吨，为全球低碳转型作出了重大贡献。在新 能源科技领域，我国拥有了全球4成以上的新能源专利，新型储能规模跃居世界第一，建成了白鹤滩水电站、自主三代核电"华龙一号""国和一号"等多个"全 球最大""全球首座"工程，并相继投运。此外，新能源汽车、锂电池和光伏产品"新三样"2024年出口额突破万亿元大关。智能微电网、虚拟电厂、车网互动 规模化应用等能源领域新模式、新业态、新赛道持续涌现，带动新能源产业链世界第一。 宜昌市副市长靳宏强表示，宜昌坐拥三峡、葛洲坝两座世界级水电站及四百多座"星罗棋布"小水电站，以全国0.2%的国土面积贡献了全国10%的水电发电 量，被誉为"中国动力心脏"，是"世界水电之都"。他说，自从举办2023中国（宜昌）绿色能源发展大会之后，宜昌能源转型发展卓有成效，主导产业的 含"绿"量、含"金"量快速提升，促进了"水、风、光"新能源、新能源电池、绿色智能 ...

Core Viewpoint - Jianglong Shipbuilding Technology Co., Ltd. is focusing on promoting hydrogen energy technology and expanding its presence in the new energy vessel sector, aiming to support national carbon reduction goals while enhancing its market position through innovative products and services [2]. Group 1: Hydrogen Energy Technology Promotion - The company has built China's first hydrogen fuel cell ship, "Three Gorges Hydrogen Boat No. 1," which has shown significant carbon reduction effects [2]. - Future plans include promoting new energy vessel technology across various ship types to align with national dual carbon goals [2]. Group 2: New Energy and Cultural Tourism Model - The pure electric cruise ship created for the Pearl River in Guangzhou serves as a benchmark for upgrading cultural tourism consumption [2]. - The company has been an early mover in the new energy vessel sector, operating and delivering vessels in several well-known scenic areas [2]. Group 3: Smart Vessel Development - The company has completed its 5G-AI smart unmanned vessel project, which features automatic navigation for river and near-sea intelligent salvage [2]. - Currently, there are no other unmanned vessel projects, and the impact on revenue is minimal [2]. Group 4: Attracting Long-term Capital - The management is committed to improving performance and enhancing market value management to regain the favor of long-term investors [2]. Group 5: Cash Flow Management - The mid-year report indicates a 30.6% year-on-year increase in net operating cash flow, with ongoing efforts to optimize cash flow management for stability and safety [2]. Group 6: Yacht Maintenance Business - The demand for yacht maintenance in Hong Kong is strong, and the company has made progress in this newly expanded business, which is expected to become a second growth curve [2]. Group 7: Emerging Field Expansion - The company is undertaking multiple projects for fire-fighting vessels and has developed various specialized ship types that are gaining popularity domestically and internationally [2]. - Future considerations include expanding into offshore wind power operation vessels and research vessels [2]. Group 8: International Cooperation - The order project for aquaculture workboats with Norway's Moen Marin is progressing steadily, marking the company's entry into the high-end Nordic market [2]. - There are expectations for expanding cooperation with Nordic companies in the new energy vessel sector [2]. Group 9: Green Transformation of Inland Shipping - The company is focusing on opportunities for new energy in the Yangtze River Economic Belt, in line with national initiatives for the green transformation of inland shipping [2].

Group 1: Company Overview and Performance - Jianglong Shipbuilding Technology Co., Ltd. held its 2025 semi-annual performance briefing on August 28, 2025, via an online platform [2] - The company has successfully operated the first domestic hydrogen fuel cell ship, "Three Gorges Hydrogen Boat No. 1," for one year, demonstrating significant carbon reduction effects [2][3] - The company reported a 30.6% year-on-year increase in net operating cash flow [4] Group 2: New Energy Initiatives - Jianglong is actively promoting the application of new energy technologies, including hydrogen fuel cells, pure electric, hybrid, and methanol fuel power, to achieve low and zero carbon emissions [3] - The company has established itself as a pioneer in the new energy shipbuilding sector, having built the first methanol fuel-powered ship and the first hydrogen fuel cell-powered workboat in China [3] Group 3: Market Expansion and Future Plans - The company plans to replicate its "new energy + cultural tourism" model in regions such as the Yangtze River Delta and Hainan, following the success of its pure electric tourist boats in Guangzhou [3] - Jianglong has expanded its repair business, leveraging its proximity to Hong Kong and Macau, which is expected to contribute positively to its business and profit margins [4] - The company is exploring opportunities in emerging fields such as offshore wind power maintenance vessels and scientific research ships [4] Group 4: Strategic Partnerships and International Growth - Jianglong is collaborating with Norwegian company Moen Marin on aquaculture workboats, which feature advanced hybrid propulsion systems designed for high-latitude cold environments [4] - The company is focused on expanding its global business footprint, particularly in the high-end market in Northern Europe [4] Group 5: Investor Relations and Market Confidence - The management is committed to enhancing company performance and market value to regain long-term investor confidence amid a significant reduction in institutional holdings [3][4] - The company emphasizes ongoing communication with investors and is focused on improving cash flow management and operational efficiency [4]

Core Viewpoint - Hydrogen energy is emerging as a key solution for green shipping in China's inland waterways, driven by the need for emission reduction and the aging fleet of traditional vessels [2][4][5]. Group 1: Hydrogen Energy in Inland Shipping - The International Maritime Organization (IMO) predicts that by 2050, global green hydrogen demand will reach 30 million tons, fulfilling 15% of the shipping fuel needs [2]. - China's hydrogen fuel cell technology is now commercially viable, with characteristics such as high power density and long range making it suitable for large power and long-distance scenarios [3][4]. - The first domestic hydrogen fuel cell workboat, "Three Gorges Hydrogen Boat No. 1," has commenced operations, marking the beginning of hydrogen energy's application in inland shipping [4]. Group 2: Current State of Inland Shipping Fleet - As of the end of 2024, there are approximately 106,600 inland vessels in China, with an average age of 12.6 years [4]. - About 67% of these vessels are over 10 years old, and 20% are over 20 years old, contributing to nearly 30 million tons of CO2 emissions annually [4]. Group 3: Environmental Challenges and Opportunities - Traditional inland vessels face issues such as emissions, water pollution, noise pollution, and high energy consumption, creating significant ecological challenges [5]. - The aging fleet presents an opportunity for modernization and the adoption of new energy solutions, including hydrogen fuel cells [5]. Group 4: Policy Support for Hydrogen Energy - National policies have been introduced to support the scrapping and updating of old vessels, promoting the development of new energy vessels [6][7]. - Local governments are also implementing measures to encourage the purchase and operation of hydrogen fuel cell vessels, with financial incentives and subsidies [7][8]. Group 5: Recent Developments in Hydrogen Vessels - Several hydrogen-powered vessels have been successfully launched, including the "Xihai Xinyuan No. 1" and "Lihu Future," showcasing advancements in hydrogen fuel cell technology for inland shipping [10][12]. - The development of hydrogen energy applications in inland shipping is progressing rapidly, supported by both national and local policies [12].