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【招银研究|行业深度】高端装备之船舶电动化——综合电力系统(IPS):船舶动力的绿色革命
招商银行研究· 2025-07-08 10:35
Core Viewpoints - The development of Integrated Power Systems (IPS) is driven by the dual forces of military-civilian integration and the green shipping revolution, emphasizing environmental protection, economic efficiency, and technological performance improvements [1][28]. Group 1: Development Trends - The IPS technology has expanded into civilian applications since the 2000s, with a focus on direct current (DC) networking and electric propulsion becoming dominant [1][4]. - The IPS consists of two main components: the energy system and the electric propulsion system, with the energy system evolving to support multiple energy sources, including traditional fossil fuels, nuclear energy, and renewables [5][7]. Group 2: System Architecture - The architecture of electric propulsion ships has fundamentally restructured the power and energy systems, focusing on four key areas: switching power sources, upgrading energy transmission, transforming propulsion methods, and integrating shore power systems [2][48]. - The transition from traditional mechanical propulsion to electric propulsion is accelerating, with electric propulsion systems offering significant advantages in efficiency and environmental impact [19][34]. Group 3: Competitive Landscape - China, as the world's largest shipping nation and second-largest shipbuilding country, is in a catch-up phase in the IPS field, with European giants currently holding nearly 50% of the global market share [2][3]. - Chinese companies are making substantial progress in core technologies, with notable advancements in key product development and engineering applications [2][3]. Group 4: Business Opportunities - The acceleration of Chinese enterprises in the IPS sector presents significant business opportunities, driven by the need for green transformation in the shipping industry [3][34]. - The market for shipborne generators and electric motors is experiencing steady growth, with the shipborne generator market in China projected to reach 48 billion yuan in 2023, growing by 7.5% year-on-year [51][70].
瞭望|秦皇岛港湾,碧海蓝天映煤港
Huan Qiu Shi Bao· 2025-06-17 08:23
本文转自【新华社】 从运煤列车进港到货轮出港,先进的环保技术应用于"卸、堆、取、装"全生产过程 以海湾为纽带,串联起生态、产业、人文的协同发展链条,"生态改善—富民强市—海湾更美"的良性循 环正在加速形成 文 |《瞭望》新闻周刊记者 郭雅茹 初夏的秦皇岛港湾,碧波轻漾倒映着现代化港口的繁忙身影。工业码头与生态景观和谐相融。 秦皇岛港湾是煤炭能源输出大港秦皇岛港所在地,作为港口产业型海湾,一度面临较大污染治理压力。 煤炭进出港全程的环保治理、能源向新发展、老旧工业区绿化改造为旅游园区等系列有力举措,正推动 工业港口与美丽海湾共生共荣。 煤港"一尘不染" 在秦皇岛港湾,27.66公里的海岸线自东向西绵延,工业港口占岸线和水域大部分。这里作为能源大动 脉日均吞吐煤炭近50万吨。 从运煤列车进港到货轮出港,先进的环保技术已应用于"卸、堆、取、装"全生产过程。 在秦皇岛港东港区,一列满载煤炭的万吨列车被缓缓牵引至封闭式卸车机房内。《瞭望》新闻周刊记者 看到,载有240吨煤炭的3节车厢被翻转车瞬间"抱住",旋转150度后,煤炭被卸一空。从牵引进入到翻 卸完毕,整个过程用时不足3分钟。过程中,卸煤自动喷淋、干雾抑尘、底层动 ...
期待与中国深化绿色港口合作 共促航运脱碳转型——访荷兰鹿特丹港务局官员
Xin Hua She· 2025-06-15 11:54
Group 1 - The core objective of the Port of Rotterdam is to achieve net-zero carbon emissions by 2050, positioning itself as the most sustainable port globally [1][2] - The port is undergoing a significant transformation to address global changes, focusing on green transition initiatives, including investments in green hydrogen supply chains, offshore wind farms, electrolysis facilities, and carbon capture and storage [1] - The Port of Rotterdam is also advancing green and smart shipping, with plans to develop sustainable fuel bunkering facilities and prepare for the electrification of inland barges [1] Group 2 - Despite positive progress in transformation, challenges remain, particularly regarding legal frameworks, regulations, and competitive environments, which are crucial for advancing the transition [2] - International cooperation is essential to tackle complex challenges, with a strong emphasis on collaboration with Chinese partners in port logistics and energy sectors to enhance sustainable development [2]