未来，公司计划进一步扩大服务网络覆盖范围，新增北美、迪拜等站点，并持续提升服务能力。李勇预 计，到2027年后，后服务业务将成为公司除制造业外的主要收入来源，提供更高的盈利能力和稳定的现 金流。 作为中船集团旗下唯一的动力业务资本运作平台，中国动力的业务版图广泛，全面覆盖燃气动力、蒸汽 动力、柴油机动力、综合电力、化学动力、热气机动力以及核动力（设备）这七大关键领域，是国内船 舶动力系统科研与生产的核心支柱。公司凭借持续不断的技术革新与资源优化整合，已基本达成动力核 心装备的自主化掌控，在全球船用柴油机市场的占有率位居前列，国内市场的份额更是占据主导地位。 近年来，中国动力持续推进资产整合，优化业务结构。2024年，公司完成对中船柴油机的股权收购，进 一步强化了柴油机业务的产业链协同效应。同时，公司积极布局新能源动力系统，成功研发甲醇双燃 料、氨燃料等低碳发动机，以应对国际海事组织（IMO）的减排要求，抢占绿色船舶市场先机。 随着全球造船业景气度持续上行，以及绿色船舶转型趋势加速，中国动力作为行业龙头，有望进一步巩 固市场地位，实现业绩的长期稳健增长。公司表示，未来将充分利用资本市场的资源优势，加强技术创 新 ...

Group 1 - The national marine aquaculture production increased by 4.5% year-on-year in Q1, indicating a positive trend in China's marine economy [1] - The marine aquaculture production from seawater rose by 5.7%, demonstrating the stable supply role of seawater aquaculture [1] - Significant advancements in deep-sea aquaculture are noted, with new vessels and platforms being launched for operations in deep waters [1] Group 2 - China's marine technology innovation capabilities are strengthening, with green low-carbon technologies contributing to high-quality marine economic development [2] - Progress in the development of green ship technologies, including new methanol dual-fuel engines, supports the green development of the marine industry [2] - The application of carbon capture and recovery technologies has made significant strides, including the first offshore floating production storage vessel equipped with carbon capture and storage facilities [2] Group 3 - The marine engineering equipment manufacturing sector is experiencing growth, with new orders, delivered orders, and hand-held orders increasing by 57.1%, 114.3%, and 24.2% year-on-year, respectively [3] - New developments in marine engineering equipment for offshore oil and gas and offshore wind power have been achieved, including the completion of a 2000-meter deepwater oil tree [3] - The delivery of advanced vessels for wind power installation and the commencement of construction for a multi-purpose offshore construction vessel highlight the sector's progress [3]

Core Insights - The marine economy in China showed a positive trend in Q1 2025, with a total marine GDP of 2.5 trillion yuan, reflecting a year-on-year growth of 5.7%, surpassing the national GDP growth rate by 0.3 percentage points [1] Marine Tourism - The marine tourism sector achieved a value-added output of 384.2 billion yuan in Q1, marking a year-on-year increase of 7.5% [2] Shipbuilding Industry - Key shipbuilding indicators such as new ship orders, completed ships, and hand-held orders remained stable, with a significant year-on-year growth in hand-held orders [2] - Major shipbuilding companies maintained strong production levels, indicating a stable development trend in the marine shipbuilding industry [2] Marine Oil and Gas Exploration - Significant breakthroughs were made in marine oil and gas exploration, including the discovery of a billion-ton oil field in the South China Sea and high-yield oil and gas flows in the Beibu Gulf [3] - Marine crude oil and natural gas production increased by 1.7% and 13.8% year-on-year, respectively [3] Marine Clean Energy - The offshore wind power sector saw a 1.4% increase in power generation and a 41.6% rise in newly connected capacity year-on-year [3] - The construction of the "blue granary" continued, with marine aquaculture production increasing by 4.5% year-on-year [3] Carbon Capture Technology - Progress was made in carbon capture technology, with the first offshore floating production storage vessel equipped with carbon capture and storage facilities completed [4] Marine Trade - The total import and export volume of marine trade increased by 0.1% year-on-year, demonstrating resilience amid global economic challenges [5] - The export of high-end, intelligent, and green marine products grew by 10.8%, with wind turbine exports rising by 43.2% [5] Port Development - Over 50 automated terminals have been established, maintaining a global lead in port automation [5] - Smart and green port initiatives are advancing, with successful local deployments of advanced systems in major ports like Ningbo Zhoushan and Tianjin [5] Expansion of Shipping Routes - New international shipping routes have been established, enhancing the connectivity of Chinese ports with global markets [6]