人工智能、新材料等领域重点项目完成集中签约，央企新一轮整合启动。 国务院国资委日前组织召开中央企业专业化整合推进会，8组17家单位进行了重点项目集中签约，包含 中关村机器人公司、国机集团、内蒙古乌审旗政府、东方电气集团、中国石化、中国一汽、大疆创新、 中国国新、中汽中心、国家绿色发展基金、中国南水北调、鞍钢、中铝集团、南航集团、招商局集团、 中国远洋海运、中国旅游集团等。 签约的重点项目涉及新材料、人工智能、邮轮运营、检验检测、航空物流等关键领域。其中，中国旅游 集团与中远海运集团正式签署星旅远洋邮轮整合协议。星旅远洋邮轮成为华夏国际邮轮全资子公司，标 志着央企邮轮运营资源整合主体任务全面落地。 国务院国资委副主任李镇在会上表示，现阶段开展专业化整合工作，是要在服务国家战略、补链强链、 科技创新、提质增效等基础上，进一步提升整合的主动性、系统性、针对性，将专业化整合打造成培育 核心优势企业、提升资源配置效率、推动高质量发展的重要手段。 中国企业研究院首席研究员李锦对第一财经表示，"十五五"期间，央企在国家战略安全、核心技术、矿 产资源、应急、社会公益事业等方面将加大重组整合步伐，有望在强化科技创新主体地位、人 ...

2025.11. 24 第一财经记者从中国旅游集团了解到，由集团牵头组建的央企邮轮运营平台公司，已成功整合"爱达 ·魔都号""爱达·地中海号""南海之梦号""鼓浪屿号"等多艘央企邮轮资源，船队规模位居亚洲第 一。华夏国际邮轮将以此次整合为起点，坚持专业化、市场化、国际化，为中国邮轮产业高质量发展 注入新动能。 本文字数：3393，阅读时长大约5分钟 作者 | 第一财经 祝嫣然 人工智能、新材料等领域重点项目完成集中签约，央企新一轮整合启动。 国务院国资委日前组织召开中央企业专业化整合推进会，8组17家单位进行了重点项目集中签约，包 含中关村机器人公司、国机集团、内蒙古乌审旗政府、东方电气集团、中国石化、中国一汽、大疆创 新、中国国新、中汽中心、国家绿色发展基金、中国南水北调、鞍钢、中铝集团、南航集团、招商局 集团、中国远洋海运、中国旅游集团等。 签约的重点项目涉及新材料、人工智能、邮轮运营、检验检测、航空物流等关键领域。其中，中国旅 游集团与中远海运集团正式签署星旅远洋邮轮整合协议。星旅远洋邮轮成为华夏国际邮轮全资子公 司，标志着央企邮轮运营资源整合主体任务全面落地。 国务院国资委副主任李镇在会上表示，现阶段 ...

签约的重点项目涉及新材料、人工智能、邮轮运营、检验检测、航空物流等关键领域。 人工智能、新材料等领域重点项目完成集中签约，央企新一轮整合启动。 国务院国资委日前组织召开中央企业专业化整合推进会，8组17家单位进行了重点项目集中签约，包含 中关村机器人公司、国机集团、内蒙古乌审旗政府、东方电气集团、中国石化、中国一汽、大疆创新、 中国国新、中汽中心、国家绿色发展基金、中国南水北调、鞍钢、中铝集团、南航集团、招商局集团、 中国远洋海运、中国旅游集团等。 签约的重点项目涉及新材料、人工智能、邮轮运营、检验检测、航空物流等关键领域。其中，中国旅游 集团与中远海运集团正式签署星旅远洋邮轮整合协议。星旅远洋邮轮成为华夏国际邮轮全资子公司，标 志着央企邮轮运营资源整合主体任务全面落地。 国务院国资委副主任李镇在会上表示，现阶段开展专业化整合工作，是要在服务国家战略、补链强链、 科技创新、提质增效等基础上，进一步提升整合的主动性、系统性、针对性，将专业化整合打造成培育 核心优势企业、提升资源配置效率、推动高质量发展的重要手段。 中国企业研究院首席研究员李锦对第一财经表示，"十五五"期间，央企在国家战略安全、核心技术、矿 产资 ...

第一财经记者从中国旅游集团了解到，由集团牵头组建的央企邮轮运营平台公司，已成功整合"爱达 ·魔都号""爱达·地中海号""南海之梦号""鼓浪屿号"等多艘央企邮轮资源，船队规模位居亚洲第 一。华夏国际邮轮将以此次整合为起点，坚持专业化、市场化、国际化，为中国邮轮产业高质量发展 注入新动能。 邮轮专业化整合稳步推进 公开资料显示，中国旅游集团是中国唯一以旅游为主业的央企，总部位于香港。旗下汇聚港中旅、国 旅、中旅、中免等众多知名旅游品牌，形成了由旅行社、景区、酒店、免税、旅游交通、证件业务、 邮轮、地产、文创以及在港综合业务组成的产业布局。 为了发展邮轮业务，早在2015年，中国旅游集团成立邮轮事业部，前期孵化了三沙南海梦之旅邮轮 有限公司和星旅远洋国际邮轮有限公司项目。 2025.11. 24 本文字数：2345，阅读时长大约4分钟 作者 | 第一财 经 祝嫣然 中国旅游集团牵头组建央企邮轮运营平台公司，船队规模位居亚洲第一。 国务院国资委日前组织召开中央企业专业化整合推进会，8组17家单位进行了重点项目集中签约。其 中，中国旅游集团与中远海运集团正式签署星旅远洋邮轮整合协议。星旅远洋邮轮成为华夏国际邮轮 全资子 ...

中国旅游集团牵头组建央企邮轮运营平台公司，船队规模位居亚洲第一。 国务院国资委日前组织召开中央企业专业化整合推进会，8组17家单位进行了重点项目集中签约。其中，中国旅游集团与中远海运集团正式签署星旅远洋邮 轮整合协议。星旅远洋邮轮成为华夏国际邮轮全资子公司，标志着央企邮轮运营资源整合主体任务全面落地。 第一财经记者从中国旅游集团了解到，由集团牵头组建的央企邮轮运营平台公司，已成功整合"爱达·魔都号""爱达·地中海号""南海之梦号""鼓浪屿号"等多 艘央企邮轮资源，船队规模位居亚洲第一。华夏国际邮轮将以此次整合为起点，坚持专业化、市场化、国际化，为中国邮轮产业高质量发展注入新动能。 邮轮专业化整合稳步推进 公开资料显示，中国旅游集团是中国唯一以旅游为主业的央企，总部位于香港。旗下汇聚港中旅、国旅、中旅、中免等众多知名旅游品牌，形成了由旅行 社、景区、酒店、免税、旅游交通、证件业务、邮轮、地产、文创以及在港综合业务组成的产业布局。 为了发展邮轮业务，早在2015年，中国旅游集团成立邮轮事业部，前期孵化了三沙南海梦之旅邮轮有限公司和星旅远洋国际邮轮有限公司项目。 华夏国际邮轮成立于2023年12月，注册资本85亿元 ...

加快动力锂电池运输等标准研究制定 针对我国国际海运发展存在的物资运输保障能力不强、电控系统"卡脖子"等问题，专家建议加速船舶、 港口、海事、集装箱等领域的人工智能规模化创新应用，加快动力锂电池运输等重点领域标准制定，强 化要素支撑，切实增强发展的保障性。 他还表示，当前和今后一段时期，国际形势错综复杂，国际海运发展面临三大重大变化，发展的不确定 难预料因素增多，包括国际经济贸易秩序遇到严峻挑战，导致国际海运、贸易格局的重大调整；以人工 智能发展和应用为重点的海运科技竞争日趋激烈；行业绿色转型诉求更加迫切，但船用绿色燃料技术路 线尚不确定，绿色燃料成本高企，还需承受欧盟"碳税"等单边脱碳措施的压力，转型的风险与挑战不容 忽视。 "在新形势下，我国国际海运发展也存在四方面问题。"柳鹏说，这些问题包括：物资运输保障能力不 强，海运安全韧性亟待提升；部分远洋气象导航设备、港口重要装卸设备的电控系统存在卡脖子问题； 现代航运服务业整体水平不高，配置全球航运要素和资源能力有待增强；国际海运标准规则的话语权有 待提升。 未来，科技如何赋能国际海运高质量发展？柳鹏建议，聚焦船舶、港口、海事、集装箱等领域，加速人 工智能规模化 ...

Core Insights - The Chinese cruise economy is experiencing a strong recovery after a "V"-shaped rebound, with significant increases in both the number of cruise ships and passenger arrivals in the first three quarters of the year [1][2] - The first "golden decade" of the Chinese cruise industry saw rapid growth, and there are questions about whether the current trends indicate the start of a second "golden decade" [1][2] - The growth logic in the new phase has shifted from scale expansion to structural upgrading and quality improvement, indicating a transition to high-quality development [2][3] Industry Performance - In the first three quarters of this year, 344 cruise ships entered and exited Chinese ports, accommodating 2.05 million passengers, representing year-on-year increases of 17% and 28% respectively [1] - The number of international travelers arriving via Shanghai's cruise port has surged by approximately 77% compared to the same period last year [1] - The first domestically built large cruise ship, "Aidah Magic City," has successfully completed over 140 commercial voyages, carrying more than 530,000 passengers [2] Market Dynamics - The new phase of growth is characterized by a focus on quality and efficiency rather than just scale, with a more diversified industrial ecosystem encompassing six key elements: ship, port, travel, manufacturing, education, and supply [3][4] - Digitalization and green technology are emerging as new engines for development, with cruise companies leveraging big data for targeted marketing and enhancing customer experience through digital means [4][5] Consumer Segmentation - The Chinese cruise market is witnessing a clear segmentation of consumer demographics, with distinct needs emerging among the elderly, Generation Z, and family units [5][6] - The current penetration rate of cruise consumption in China is only 0.08%, significantly lower than North America's 3.65% and Europe's 2%, indicating substantial growth potential [5][6] Challenges and Solutions - The cruise industry faces "bottleneck" issues in upstream design and construction, particularly in core technology and key component supply [7][8] - Solutions include enhancing policy support, fostering technological innovation, and promoting industry collaboration to build a self-sufficient cruise manufacturing ecosystem [7][8] Port Development - Shanghai's Wusongkou International Cruise Port is currently the largest in Asia and fourth globally, with expectations to accommodate 230 cruise ships by 2025 [9][10] - To enhance "home port stickiness," the port must evolve from a transit point to a "city living room," integrating more with urban life and tourism [9][10] - Improving the port's infrastructure and service capabilities is essential to transform the "transit economy" into a "stay economy," thereby increasing visitor engagement and satisfaction [10][11]

Group 1 - The core focus is on enhancing marine technology innovation, strengthening the marine equipment manufacturing industry, and developing modern shipping services as outlined in the "14th Five-Year Plan" [1] - The construction progress of the second domestically produced large cruise ship "Aida Huacheng" has exceeded 86%, with significant design and construction challenges compared to the first ship "Aida Modu" [1][2] - The ship's length has increased by 17.4 meters, and there are higher requirements for space utilization and safety standards due to the addition of public and outdoor activity areas [1][2] Group 2 - Technological innovation is crucial, with the implementation of a shared support system reducing the number of support legs by 30%, thus saving space and lowering welding deformation risks [2] - The construction of a three-dimensional digital model of the entire ship has led to an 80% reduction in later modifications, and modular production of over 1,100 prefabricated cabins has cut installation time from 200 hours to 50 hours [2] - The majority of interior materials and furniture are sourced from domestic suppliers, indicating a significant increase in self-sufficiency and the ability of local engineers to resolve issues without foreign experts [2] Group 3 - The cruise shipbuilding industry is described as a "floating golden industry," with a 1:14 industrial linkage effect between upstream and downstream sectors [3] - The projects have fostered the growth of local suppliers who meet international standards, enhancing the core competitiveness of the shipbuilding industry and injecting new momentum into high-end manufacturing and cultural tourism services [3]

Core Insights - The article emphasizes the importance of technological innovation in the construction of large domestic cruise ships, highlighting the advancements made in the second ship, "Aida Huacheng," compared to its predecessor, "Aida Modu" [1][2]. Group 1: Ship Construction Progress - The construction of the "Aida Huacheng" has progressed over 86%, with significant enhancements in size and complexity compared to the first ship, including a length increase of 17.4 meters and additional public and outdoor activity areas [1]. - The project faces increased challenges in project management due to more concurrent operations and the need to control weight and costs while expanding facilities [1]. Group 2: Technological Innovations - Key innovations include the application of a shared support system that reduces the number of supporting legs by 30%, and the creation of a full three-dimensional digital model of the ship, which has reduced modification needs by 80% [2]. - Modular production of over 1,100 prefabricated cabin units has cut installation time from 200 hours to 50 hours, and the interior installation period has been shortened by 8 months compared to "Aida Modu" [2]. Group 3: Industry Impact - The cruise shipbuilding industry is described as a "floating golden industry," with a significant 1:14 upstream and downstream industrial linkage effect, fostering the growth of local suppliers that meet international standards [3]. - The development of the "Aida" series is expected to enhance the core competitiveness of the shipbuilding industry and inject new momentum into high-end manufacturing and cultural tourism services [3].

Core Insights - The article emphasizes the importance of technological innovation in the construction of large domestic cruise ships, highlighting the advancements made in the second ship, "Aida Huacheng," compared to its predecessor, "Aida Modu" [1][2]. Group 1: Ship Construction Progress - The construction of the "Aida Huacheng" has progressed over 86%, with significant enhancements in size and complexity compared to the first ship, including a length increase of 17.4 meters and additional public and outdoor activity areas [1]. - The project faces increased challenges in project management due to more concurrent operations and the need to control weight and costs while expanding facilities [1]. Group 2: Technological Innovations - Key innovations include the application of a shared support system that reduces the number of supporting legs by 30%, and the creation of a full three-dimensional digital model of the ship, which has reduced modification needs by 80% [2]. - Modular production of over 1,100 prefabricated cabin units has cut installation time from 200 hours to 50 hours, and the interior installation period has been shortened by 8 months compared to "Aida Modu" [2]. Group 3: Industry Impact - The cruise shipbuilding industry is described as a "floating golden industry," with a significant 1:14 industrial linkage effect, fostering the growth of local suppliers who meet international standards [3]. - The development of the "Aida Huacheng" project is expected to inject new momentum into high-end manufacturing and cultural tourism services, enhancing the core competitiveness of the shipbuilding industry [3].