9月29日，32.5万吨甲醇双燃料矿砂船项目首制船开工仪式在北海造船举行，标志着项目船舶正式进入 实质建造阶段。巴西淡水河谷、中银金租、民生金租、北银金租、工银金租、北海造船、中国船级社、 挪威船级社等有关单位负责人参加。 据悉，32.5万吨甲醇双燃料矿砂船项目是山东海运"向上链接全球资源、中间整合金融资本、向下依托 先进制造"打造的精品项目。 山东海运创新商业模式，积极发挥自身船舶运营管理优势和品牌优势，精准对接全球知名矿商的运力需 求，携手市场上的优质金融机构，依靠国内领先的船舶建造能力，联合相关国有航运企业，共同打造了 10艘、总额近100亿元人民币的绿色系列船舶，进一步增强了山东海运在远洋运输领域的市场竞争力。 该项目船舶为全球新一代GuaibaMax型矿砂船，总长340米，型宽62米，型深29.5米，结构吃水21.15 米，平均航速15.1节。船舶采用甲醇与燃油双燃料推进系统，在两种运行模式下均满足IMO NOx Tier Ⅲ及EEDI Phase Ⅲ排放标准，并预留LNG、氨燃料及碳捕捉等未来低碳技术改装接口。全船配备5台风 力转子节能装置、高压岸电系统、轴带发电机及关键设备变频技术，是当前全球最 ...

Core Viewpoint - The global shipbuilding market has experienced a significant downturn in the first half of 2025, with new ship orders dropping by 54% compared to the same period last year, yet Chinese shipbuilding companies maintain a strong market presence with a 52% share of new orders [1][2][3] Group 1: Market Overview - In the first half of 2025, global new ship orders totaled 19.38 million gross tons (647 vessels), a sharp decline from 42.58 million gross tons (1,788 vessels) in the same period of 2024, marking a 54% decrease [2][3] - The global shipbuilding industry is projected to see a 30% decline in new ship orders for the entirety of 2025 compared to the high levels of 2024, influenced by geopolitical uncertainties and a softening shipping market [2][3] Group 2: Chinese Shipbuilding Performance - Chinese shipbuilding companies secured 10.04 million gross tons (370 vessels) in new orders during the first half of 2025, maintaining a 52% market share despite a 65% year-on-year decrease [3][4] - Major Chinese shipyards are adapting to the demand for larger and greener vessels, with companies like China Shipbuilding Group's Huangpu Wenchong achieving significant order volumes in various ship types [4][6] Group 3: Financial Performance and Future Outlook - Chinese shipbuilding companies are expected to report substantial profit increases for the first half of 2025, with China Shipbuilding forecasting a net profit between 2.8 billion to 3.1 billion yuan, representing a year-on-year increase of 98.25% to 119.49% [6][7] - The shipbuilding sector is anticipated to continue its growth trajectory, supported by a robust order backlog and an increasing proportion of high-value vessels, which will contribute to revenue growth and profit margin recovery [6][7] Group 4: Technological Advancements and Market Strategy - Chinese shipyards are focusing on technological innovation and the construction of high-end vessels to enhance their competitive edge in the global market, particularly in response to the rising demand for green shipping solutions [7][8] - Companies are actively exploring new markets and enhancing their capabilities in smart manufacturing and digital technologies to improve shipbuilding efficiency and performance [7][8]