Workflow
船用电池
icon
Search documents
绿色船舶将成内河航运主流 湖北以新洲双柳为核心加速产业布局
全球航运业脱碳转型已进入攻坚阶段,绿色船舶正逐步成为内河航运的主流选择。在国家"双碳"战略指引下,这一新兴产业将在"十五五"期间 迎来爆发式增长。 作为长江经济带核心节点省份,湖北省以武汉为核心、新洲区双柳街为集聚中心,依托武昌船舶重工集团(简称"武船")的产业链龙头优势,整 合科教人才、全国碳市场中心等核心资源,全力构建"设计—制造—检测—科研—人才"一体化体系,抢占全国内河绿色船舶产业制高点。 武汉作为产业核心引擎,将新洲区双柳街确立为绿色船舶产业发展的核心承载地。这片坐拥29.2公里长江岸线、68.8平方公里产业载体的区 域,借助光谷长江大桥、双柳长江大桥的交通网络,成为承接产业集聚的黄金地带。新洲区已将绿色船舶产业纳入"十五五""3+N"产业体系核 心支柱,锚定打造船舶制造和海洋装备千亿产业集群目标。依托林毅夫教授"倒弹琵琶"理论,新洲区聚焦高压动力电池、甲醇发动机等十大高 端配套产业,精准对接武船及全国市场需求,成功吸引亿纬锂能(300014)、汉理新能等行业领军企业布局生产基地。其中,亿纬锂能的船用 电池已服务全国超50%的电动船舶,其本地化生产将进一步降低供应链成本。 科教资源为产业发展注入核心 ...
【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].