Core Viewpoint - The global new shipbuilding market is expected to see a significant decline in transaction volume this year, although new ship prices will remain relatively high historically [3]. Group 1: Market Trends - Since 2021, the global new shipbuilding market has experienced five years of continuous growth, leading to a tight shipbuilding capacity situation. Clarkson's statistics indicate that global new ship orders are expected to reach around 120 million deadweight tons, which is still at a historically good level [3]. - The anticipated decline in new ship transaction volume is attributed to idle shipbuilding capacity and global economic uncertainties. However, factors such as the dismantling of old ships, the release of demand for green ship updates, and the short-term inability to significantly expand quality shipbuilding capacity will continue to support new ship prices at relatively high historical levels [3]. Group 2: Green Transition - During the maritime exhibition, several shipbuilding companies showcased their main ship types, including the release of eight self-developed ship types by Guangzhou Shipyard International and the display of a model of a nuclear-powered container ship by Jiangnan Shipyard [5]. - The global cruise market currently holds 72 cruise ship orders, with mainstream shipbuilding companies securing large orders for cruise ships this year. Additionally, alternative fuel vessels are increasingly occupying a larger share of new ship orders, with new orders for alternative fuel vessels expected to grow by 78% in the first half of 2025 compared to the entire year of 2024 [5]. - The shipping industry is in the early stages of a significant transition towards net-zero emissions, with many shipping companies exploring various alternative fuel ship types, such as LNG and methanol-powered vessels, which are rapidly increasing in order volume [5]. Group 3: Digital Empowerment - The trend of digital empowerment in the shipping industry is becoming prominent, with global shipping giants actively promoting the development of digital technologies. For instance, Maersk is exploring autonomous driving technology and improvements in shipping supply chain efficiency [8]. - In China, since the 13th Five-Year Plan, the government has placed significant emphasis on the development of smart shipping, implementing a series of supportive policies. Companies like COSCO Shipping Group and China Merchants Group are actively practicing in the vertical modeling of shipping [8]. - During the maritime exhibition, COSCO Shipping (Hong Kong) Co., Ltd. launched an intelligent management solution for the entire lifecycle of ship services, significantly reducing inventory check times from one month to two hours [8]. Group 4: Challenges in Digitalization - Industry insiders have pointed out that the industrialization of new digital technologies in the shipping industry faces several challenges, including the need for a stronger digital technology standard system and a lack of data sharing and governance mechanisms [9]. - There are suggestions to accelerate the revision of digitalization-related standards in shipping and to establish unified data and standard specifications to promote data interconnectivity among port enterprises, shipping companies, and trade enterprises [9].

在本届海事会展期间，多家造船企业展出了各自的主力船型，比如广船国际发布8款自主研发船型，江 南造船展出了核动力集装箱船的模型。 在中国船舶集团展台，第二艘国产大型邮轮"爱达·花城号"首次进行了展示。中船集团总经理助理马云 翔告诉记者，爱达·花城号现已实现全船贯通，计划于明年6月交付，并在广州南沙开启到东南亚的国际 航线。 "今年全球新造船市场整体成交量预计将出现较大幅度的下跌，不过，新船价格仍将保持历史相对高 位。" 这是上海市船舶与海洋工程学会理事长，海事会展中方组委会主席刑文华，在最近几天举办的中国国际 海事会展期间透露的信息。 从2021年开始，全球新造船市场历经5年的持续增长，呈现出整体造船产能紧张的局面。克拉克森统计 数据显示，全球新船订单仍有望达到1.2亿载重吨左右，处于历史较好水平。 刑文华指出，之所以预计今年新造船成交量会出现较大幅度下跌，与造船产能闲置和全球经济不确定性 的综合影响有关，不过，从未来趋势看，老旧船舶拆解，绿色船舶更新需求释放，优质造船产能短期难 以大幅扩张等供需两端的因素，将持续支撑新船价格保持历史相对高位，不少权威机构预测本轮超级周 期将持续较长时期。 绿色低碳转型 据记者 ...

除了绿色化，数字智慧赋能行业的转型也已成为航运发展的新趋势。 "今年全球新造船市场整体成交量预计将出现较大幅度的下跌，不过，新船价格仍将保持历史相对高位。" 除了大型邮轮，替代燃料船舶也开始在新造船订单中占据越来越大的份额。数据显示，2025年上半年，替代燃料船舶的新订单较2024年全年增长78%。 对此，刑文华认为，当前全球海事业正处于向净零排放重大转型的初期，虽然IMO《净零框架》延期一年，但是绿色低碳转型已经是大势所趋。 据记者了解，目前不少航运企业都在尝试各种替代燃料船型，比如LNG，甲醇动力等绿色船舶订单都在快速增长，氨燃料电池等零碳船舶订单也取得了突 破。 这是上海市船舶与海洋工程学会理事长，海事会展中方组委会主席刑文华，在最近几天举办的中国国际海事会展期间透露的信息。 从2021年开始，全球新造船市场历经5年的持续增长，呈现出整体造船产能紧张的局面。克拉克森统计数据显示，全球新船订单仍有望达到1.2亿载重吨左 右，处于历史较好水平。 刑文华指出，之所以预计今年新造船成交量会出现较大幅度下跌，与造船产能闲置和全球经济不确定性的综合影响有关，不过，从未来趋势看，老旧船舶拆 解，绿色船舶更新需求释放， ...