【文/观察者网 柳白】中国造船正成为全球船东迈向绿色发展的重要伙伴，这也引发了日本同行落于人后的焦 虑。 《日经新闻》在11月24日的报道中写道，日本航运业人士呼吁日本业界加强团结协作攻关新技术，聚焦氢、氨等 下一代燃料动力船舶的研发，以应对国际海事组织（IMO）2050年的航运业净零排放目标，以及中国在绿色船舶 领域的竞争压力。 日本造船及航运企业已联合成立"绿色船舶规划设计中心（GSC）"，瞄准新一代绿色动力船舶研发工作。GSC代 表理事、日本造船联合公司（JMU）前社长三岛慎次郎表示，日本必须布局下一代燃料动力船舶研发。 今年10月，一场原定要通过全球航运业净零排放框架的特别会议，遭遇戏剧性转折。在美国、沙特阿拉伯等国的 强烈反对下，IMO会议决定将净零框架表决推迟一年。这一"延期"不仅是程序性的延期，更是全球航运减排进程 的延期。 不过三岛指出："脱碳浪潮势不可挡，货主与航运公司均在重点推进相关工作。" 言外之意，日本造船企业需做好充分准备。 9月22日，全球首艘9300CEU（标准车位）甲醇双燃料动力滚装船"港荣"轮在天津港靠泊装车并进行绿色甲醇加注 作业。 IC Photo 三岛坦言，"中国已转变 ...

Core Points - The "Gangrong" vessel, the world's first 9300CEU methanol dual-fuel powered ro-ro ship, successfully completed its maiden voyage in Tianjin, marking a significant step towards low-carbon transformation in global shipping [1][2] - The ship has a total length of 219.9 meters and a design capacity of 9300 standard car spaces, positioning it among the largest ro-ro vessels globally [2] - Utilizing a dual-fuel power system, the vessel can switch between traditional fuel and methanol, achieving over 70% reduction in greenhouse gas emissions when using green methanol [2] Summary by Sections - **Vessel Specifications** - "Gangrong" has a length of 219.9 meters and a width of 37.7 meters, with a design capacity of 9300 standard car spaces, making it one of the largest ro-ro ships in the world [2] - **Environmental Impact** - The vessel's maiden voyage involved loading nearly 7000 domestic vehicles and large equipment for transport to Europe [2] - Approximately 300 tons of green methanol were bunkered, resulting in a reduction of 460 tons of CO2 emissions [2] - The use of green methanol allows for a reduction of over 70% in greenhouse gas emissions compared to traditional fuels [2] - **Collaboration and Infrastructure** - Tianjin Port Group collaborated with China Merchants Industry Holdings and other entities to ensure stable and reliable green methanol bunkering operations [2] - Technical validation of green methanol transportation, storage, and bunkering plans was completed in advance, integrating green port infrastructure with green ship technology [2]

Core Viewpoint - The company has successfully delivered the world's first large car carrier equipped with a methanol dual-fuel power system, enhancing its competitive edge in the automotive roll-on/roll-off shipping market [1][2]. Group 1: New Ship Delivery - On September 17, 2025, the company received the "Gangrong" vessel, a 9300CEU methanol dual-fuel power roll-on/roll-off ship, in Nantong, Jiangsu Province [1]. - This vessel is the first of two 9300CEU and four 7800CEU methanol dual-fuel power roll-on/roll-off ships ordered in 2023 [1]. - The dual-fuel system allows for flexible switching between traditional fuel and methanol, meeting the highest emission standards set by the International Maritime Organization (IMO) Tier III, and can reduce greenhouse gas emissions by over 70% when using green methanol [1]. Group 2: Market Position and Fleet Improvement - The "Gangrong" series of vessels will significantly improve the company's roll-on/roll-off fleet structure and enhance its capacity to serve customers, especially as Chinese automotive companies accelerate their international expansion and the export of new energy vehicles grows rapidly [2]. - As of the announcement date, the company operates a total of 19 roll-on/roll-off vessels, including 8 on the Yangtze River, 4 coastal vessels, and 7 ocean-going vessels [2]. - The company has 5 vessels on order, including 1 9300CEU and 4 CEU methanol dual-fuel power roll-on/roll-off ships, which are expected to be operational between the second half of 2025 and 2026 [2].

Core Insights - The article highlights significant announcements from various companies, including investment projects, contract wins, share buybacks, and operational data. Company Announcements - Time Space Technology (605178.SH) clarified that it does not engage in ride-hailing business [1] - Haixia Environmental (603817.SH) plans to invest 60.6059 million yuan in the upgrade of the Jiangsu Siyang Phase II sewage treatment project [1] - Pingzhi Information (300571.SZ) is expected to win a 170 million yuan artificial intelligence computing power technology service project [1] - Changrong Co., Ltd. (300195.SH) intends to acquire 100% equity of Enchi New Energy and increase its capital by 60 million yuan [1] - Huapei Power (603121.SH) plans to repurchase shares worth between 10 million to 20 million yuan [1] - Xinhua Insurance (601336.SH) reported a cumulative original insurance premium income of 158.086 billion yuan in the first eight months, a year-on-year increase of 21% [1] - China Merchants Shipping (601872.SH) delivered a new methanol dual-fuel power roll-on/roll-off ship with a capacity of 9,300 standard car spaces [1] Shareholding Changes - Hanyi Co., Ltd. (301270.SZ) major shareholder and its concerted parties plan to reduce their holdings by no more than 3% [1] - Yuan Kdingwu (001222.SZ) shareholders plan to collectively reduce their holdings by no more than 3.4822% [1] - Shenglong Co., Ltd. (603178.SH) major shareholder and concerted parties plan to reduce their holdings by no more than 3% [2] Other Developments - Changhua Group (605018.SH) received a project designation notice from a client [2] - Gongda High-Tech (688367.SH) signed a strategic cooperation agreement with China Coal Mine Construction Group [2]

Group 1: Financial Data - The Ministry of Finance reported that from January to August, the stamp duty revenue from securities transactions reached 118.7 billion yuan, representing a year-on-year increase of 81.7% [1] - Corporate income tax revenue for the same period was 314.77 billion yuan, with a slight year-on-year growth of 0.3% [1] - Personal income tax revenue amounted to 105.47 billion yuan, reflecting a year-on-year increase of 8.9% [1] - Vehicle purchase tax revenue was 13.34 billion yuan, showing a decline of 17.7% year-on-year [1] - Overall stamp duty revenue reached 28.44 billion yuan, with a year-on-year growth of 27.4% [1] Group 2: Industry Trends - TrendForce forecasts a 2.2% year-on-year increase in laptop shipments for the year, surpassing 180 million units, driven by favorable import conditions in Southeast Asia [2] - The retail sales of passenger cars in China from September 1 to 14 totaled 732,000 units, a year-on-year decline of 4%, but a 6% increase compared to the same period last month [2] - The retail sales of new energy vehicles during the same period reached 438,000 units, marking a year-on-year increase of 6% and a 10% increase from the previous month [2] Group 3: Corporate Developments - Shenzhen Guangdao Digital Technology Co., Ltd. was found to have fabricated sales and procurement activities, resulting in a cumulative inflation of revenue exceeding 1.4 billion yuan and costs exceeding 750 million yuan [4] - The company has been penalized with a fine of 10 million yuan and is facing potential delisting due to significant violations [5] - Peak Sports denied claims of a company-wide salary reduction, stating that the overall reduction is less than 10% and not applicable to all employees [6] - Huina Technology appointed Jiang Zexing as the new chairman, with several key personnel changes [6] - Chery Automobile's IPO in Hong Kong has reportedly received full subscription, aiming to raise up to 9.14 billion HKD [7] Group 4: Product and Project Announcements - Heng Rui Pharmaceutical's HRS-5635 injection has been included in the list of proposed breakthrough treatment varieties, showing potential for improving functional cure rates for chronic hepatitis B [8] - China Ping An completed the purchase of 74.615 million H-shares under its long-term service plan, totaling 3.875 billion yuan [9] - China Merchants Energy received the world's first methanol dual-fuel powered roll-on/roll-off ship, which can switch between traditional fuel and methanol [10] - Pingzhi Information won a bid for an artificial intelligence computing power technology service project worth approximately 170 million yuan [11] - Haixia Environmental Protection plans to invest 60.6059 million yuan in upgrading a sewage treatment project [12] - Changhua Group received a project development notification from a domestic automaker, with an estimated total sales amount of 280 million yuan over five years [13] - Xinhua Insurance reported a cumulative original insurance premium income of 158.086 billion yuan from January to August, reflecting a year-on-year increase of 21% [14]