证券日报网12月10日讯润邦股份在12月9日回答调研者提问时表示，船舶及海洋工程装备业务是公司的 重要业务。近年来，海工与船舶市场迎来新一轮高景气周期，全球海洋油气勘探开发活动持续活跃，航 运市场供需结构改善，带动各类高端海工装备、特种船舶及绿色智能船舶需求显著提升。公司紧抓行业 机遇，积极开拓全球船舶及海工装备市场，目前相关订单正在逐步落地并进入生产制造阶段，船舶及海 工船舶业务贡献将持续提升。未来，公司将持续深化在该领域的布局，致力于成为全球范围内具有重要 影响力的海工船舶与特种运输船舶综合解决方案提供商。 （文章来源：证券日报） ...

下一步，湖北将建立跨部门、跨区域、跨领域工作推进机制，力争将湖北打造成为全国绿色智能船舶产 业创新策源地、制造集聚地和应用示范地，推动船舶产业从传统制造向高端装备制造跃升。(完) 为实现上述目标，《方案》突出"产业链、创新链、人才链、资金链、服务链"五链融合，坚持"重构创 新政策、优化产业平台、增强配套服务、营造良好氛围"四措并举，加快推动内河船舶工业向"绿色化、 智能化、标准化、高端化、国际化"转型升级。 其中，在产业供给体系重构方面，聚力突破电动、甲醇、氢、氨等绿色动力技术，攻关船舶自主航行关 键技术，研发谱系化标准船型，重点发展高附加值船舶，拓展全球市场布局；在产业先发优势重塑方 面，强化产业基地集群效应，组建产学研创新联盟，加大高端人才引育力度，创新绿色金融产品，完善 技术验证与港口航运服务；在产业生态重建方面，通过重构支持政策、优化产业平台、增强配套服务、 营造良好氛围，加快绿色能源补给网络建设，优化审批流程，推动跨区域合作。 湖北是长江干线流经里程超千公里的唯一省份，长江、汉江等高等级航道达2090公里，1平方公里以上 湖泊231个，船舶应用场景丰富。《方案》还提出，将打造武汉"船海设计之都"，建 ...

Core Insights - Wuhan has a strong industrial foundation and talent advantage in shipbuilding, with a promising future for development in the sector [1] - The shipbuilding industry is entering a new phase of deep integration of intelligence, greenness, and digitization, positioning Wuhan as an ideal testing ground for industrial transformation [1][3] - The collaboration between CATL and Wuhan University aims to accelerate the development of green intelligent vessels and establish industry standards [1][2] Group 1: Industry Development - CATL has achieved a breakthrough in electric vessels along the Yangtze River, covering various types of vessels and focusing on large-scale promotion and standardization [2] - Wuhan is not just an inland city but a core hub for the Yangtze River Economic Belt, facilitating seamless connections between river and sea [3] - Wuhan has over 100 core entities in the shipbuilding industry, forming a complete chain from research and design to manufacturing and inspection [3] Group 2: Technological Innovation - The China Classification Society plays a crucial role in linking various segments of the industry, promoting collaboration from research to practical application [4] - The transition towards safety, greenness, and digitization aligns with national strategic directions and opens up core development space for Wuhan's shipbuilding industry [4] - The development of green vessels requires dedicated technologies, and Wuhan is encouraged to form a green shipbuilding industry alliance to enhance collaboration [5][7] Group 3: Future Directions - There is a need to expand the depth of application scenarios for different types of vessels to effectively implement green power solutions [7] - The integration of large shipbuilding enterprises and numerous private equipment manufacturing companies in Wuhan provides a solid foundation for green shipbuilding [7] - Addressing core challenges in green technology adaptation for vessels is essential for moving from experimental phases to practical applications in shipping [7]

Core Viewpoint - AI terminals represent a new opportunity in consumer electronics, with AI agents expected to become the new human-computer interaction interface in the AI terminal era [1][7]. Group 1: AI Terminal Characteristics - AI terminals possess capabilities such as proactive perception, understanding, multimodal natural interaction, intelligent services, and autonomous learning evolution, making them crucial carriers of the new technological revolution and industrial transformation [3]. - The AI terminal industry is currently in its "initial penetration" phase, with significant development expected to begin in 2024 [4]. Group 2: Differences from Traditional Terminals - The distinction between AI terminals and traditional smart terminals lies in the transition from information processing to knowledge learning capabilities, and from limited program definitions to open-domain self-decision-making models [5]. - Traditional terminal markets, such as smartphones and PCs, have faced continuous pressure, with smartphone shipments experiencing nine consecutive quarters of negative growth and PCs facing eight quarters of decline [5]. Group 3: Technological and Policy Support - Rapid advancements in edge AI chip performance and the progress in large model compression and lightweight deployment technologies provide the necessary hardware and software foundation for edge AI implementation [5]. - The 2024 government work report emphasizes the "Artificial Intelligence +" initiative, promoting innovation in classic, new, and industry terminals, which is expected to enrich terminal forms and scenarios, driving breakthroughs in core technologies across the supply chain [5]. Group 4: Key Products and Scenarios - Key products in classic terminals include smartphones, projectors, tablets, high-quality audio systems, headphones, and cameras, targeting scenarios such as home audio-visual, health care, and digital life [5][6]. - New terminal products focus on AR/VR headsets, smart vehicles, intelligent robots, drones, and green smart ships, aimed at smart manufacturing and home services [6]. Group 5: AI Agent Development - AI agents, based on large model technology, are expected to become the new human-computer interaction interface, featuring capabilities such as autonomous environmental perception, learning memory, decision execution, and tool invocation [9]. - The current AI agent market is in the early stages of technological iteration, product optimization, application scenario exploration, and ecosystem positioning, with diverse participants including internet giants, AI startups, enterprise software service providers, and consumer electronics manufacturers [9].

Group 1 - The core viewpoint of the articles highlights the significant advancements in green logistics and transportation in Yidu, Hubei Province, focusing on the implementation of zero-emission technologies and infrastructure improvements [1][2][3] Group 2 - The first zero-emission new energy traction locomotive has been introduced on the Songyi Railway, which has been in operation for 32 years, leading to a reduction in operational costs by over 50% for transporting the same weight of goods [1] - The Yidu port has fully implemented shore power technology, which has reduced noise and air pollution, and has significantly decreased the non-loading operation time of vessels, enhancing port efficiency [2] - As of May 2023, the port's shore power facilities have been installed at all operational terminals, with a total of 52 sets of equipment, resulting in a cumulative electricity supply of over 200,000 kWh, saving approximately 42 tons of fuel and reducing carbon emissions by about 139 tons [2] - The Yidu Green Intelligent Shipbuilding Industrial Park is under construction, covering an area of 585 acres with a total investment of approximately 1.79 billion yuan, aiming to establish a billion-level green intelligent shipbuilding industry chain [3] - Once fully operational, the industrial park is expected to build 14 ships annually, with a total carrying capacity of 80,000 tons [3]

Core Points - The Guangdong Provincial People's Congress has passed the "Regulations on Promoting High-Quality Development of the Marine Economy," which will take effect on July 1 [1] - The regulations emphasize the support for coastal cities like Guangzhou and Shenzhen to collaborate with Hong Kong and Macau in building a world-class port cluster [2][5] - The regulations aim to accelerate the development of marine industries, including emerging sectors such as marine new manufacturing and marine tourism [3][4] Industry Development - The regulations will support the development of marine industries as a key focus, including optimizing yacht management and promoting yacht rental pilot projects [2] - Guangdong aims to create 1-2 trillion-level industries and several hundred billion-level emerging industry clusters in marine sectors [3] - The province will enhance traditional marine industries, particularly in marine chemical and transportation sectors, while also upgrading marine fisheries and tourism [3] Innovation and Technology - Guangdong has established multiple laboratories and innovation platforms to support marine technology development, with a goal of exceeding 17,000 patent disclosures in the marine field by 2024 [4] - The regulations encourage the formation of marine innovation alliances among enterprises, universities, and research institutions to enhance R&D and application of key technologies [4] International and Regional Cooperation - The regulations promote international cooperation in marine industries, ecological protection, and cultural exchanges, encouraging enterprises to invest in overseas marine economic sectors [5] - There is a focus on deepening cooperation within the Guangdong-Hong Kong-Macau Greater Bay Area, particularly in marine industry development and technological innovation [5] Economic Impact - Guangdong's marine economy is projected to exceed 2 trillion yuan in production value by 2024, marking a 5.4% year-on-year growth and maintaining its position as the leading province in marine production value in China [5][6] - The marine economy contributes 27.3% to the nominal growth of the regional economy, playing a crucial role in stabilizing economic performance [6]

Core Viewpoint - Hubei province leads the green and intelligent shipbuilding industry in China's inland river regions, which is a key focus of its modern industrial cluster development strategy [1][2]. Industry Overview - Hubei has a complete industrial chain for ship research, design, manufacturing, and supporting services, with significant growth in the green intelligent shipbuilding sector [1]. - The total output value of Hubei's shipbuilding industry exceeded 70 billion yuan in 2023, with a projected 62 billion yuan in the first three quarters of 2024, marking a year-on-year increase of 31.2% [1]. - The province has 53 shipbuilding enterprises and over 300 supporting companies, with ship exports reaching 2.104 billion yuan in 2024, a substantial increase of 119.4% year-on-year [1]. Challenges and Opportunities - The shipbuilding industry in Hubei faces challenges such as a predominance of small and scattered enterprises, with a lack of high-grade ship repair and construction companies [2]. - There is a need for technological upgrades in electric ship technology and improvements in existing dock facilities, as well as innovation in business models to enhance financial support for green intelligent ship development [2]. Strategic Recommendations - Hubei should focus on breakthroughs in key areas and promote the transformation and upgrading of ship manufacturing, fostering backbone enterprises and integrating ship design and construction [2]. - The province aims to establish a three-pronged approach to innovation, emphasizing technological, management, and business model advancements, while encouraging collaboration with universities and research institutions to tackle critical challenges [2]. - Hubei plans to create a multi-faceted industrial ecosystem, with Wuhan positioned as a renowned ship design hub and Yichang as the largest green intelligent ship manufacturing base in the upper reaches of the Yangtze River [3].

Core Insights - The Chinese shipbuilding industry is experiencing rapid development under strong policy support, with significant growth in key metrics such as completed shipbuilding volume, new orders, and backlog orders in 2024 [1][11][21] Industry Overview - The shipbuilding industry is a strategic sector crucial for national economic development and defense security, providing essential technical equipment for marine development, transportation, and national defense [3][11] - The industry has seen a variety of ship classifications based on materials, navigation areas, power systems, propulsion methods, and purposes [4][3] Current Development Status - In 2024, the shipbuilding industry in China is projected to maintain a positive growth trend, with completed shipbuilding volume reaching 48.18 million deadweight tons, a year-on-year increase of 13.8% [11] - New orders received amounted to 113.05 million deadweight tons, marking a 58.8% increase, while the backlog of orders reached 208.72 million deadweight tons, up 49.7% [11][13] Competitive Landscape - The shipbuilding industry is characterized by a concentrated market structure, with leading enterprises like China Shipbuilding Group dominating the sector due to their technological and financial advantages [15] - The second tier includes companies like Jiangsu Yangzijiang Shipbuilding Group, which have mature shipbuilding technologies and robust supply chains [15] Industry Trends - The industry is moving towards green shipbuilding, focusing on minimizing environmental impact and promoting sustainable development [21] - There is a strong push for automation and smart technologies to enhance production efficiency and reduce reliance on manual labor, particularly in welding processes [22] - Internationalization is a key trend, with Chinese shipbuilding companies securing a significant share of global orders, indicating their competitive strength in international markets [23]