Auto & Transportation

Recently, the 3rd China (Eastern Xinjiang) Shipping Industry Week and 7th China Maritime Finance (Eastern Xinjiang) International Forum opened in Tianjin. At present, the global economic and trade industry chain is being restructured, the recovery trend of the shipping market is obvious, and emerging cycles are emerging. The "smart" and "green" trends in the transformation and development of the shipping industry are obvious, and maritime finance is continuously strengthening its support for the intelligent low-carbon transformation of the shipping industry.

Continuously deepening the transformation of digital intelligence

A product that can cover multimodal transportation products and customized solutions, providing customers with a unified service interface and full process visualization of services; Robots automatically recognize and process booking platform orders, increasing booking efficiency by over 30%; The intelligent gate achieves 24-hour unmanned entry and exit gate registration, and the estimated time is reduced from 1 minute, 16 seconds per vehicle to 39 seconds per vehicle; The intelligent container inspection platform has a product detection rate of over 95%, and a box condition and box type recognition rate of over 95.7%, and is not affected by weather... This is a real scenario for the development of CIMC World Lianda Logistics Technology Co., Ltd.'s digital intelligence, as reported by Huacheng Import and Export Data Observation.

Faced with the long international logistics business chain, the company is committed to the application of digital intelligence in various links, improving logistics efficiency and security, and reducing logistics costs. "Director Han Wen of the Information Technology Department introduced.

Chen Hongbing, Chief Editor of China Navigation Weekly, pointed out in sharing the profound significance of the digital transformation of shipping enterprises, "The innovative achievements of the port and shipping logistics industry provide solid support for supply chain security and stability, and technologies and models represented by smart ports and smart ships greatly improve the operational efficiency of the entire industry. The process reshaping brought by new technologies and models significantly improves the overall service quality of the industry

In addition, the government's provision of port business environment and intelligent services that meet the requirements of the new open economy system has also boosted the innovative development of the shipping industry.

Du Lianying, from the Global Valuation Technical Committee, stated in her introduction of the customs' reform measures of "delegating control and delegating control" that the customs should promptly track key projects and projects, implement customized customs supervision models, and implement electronic supervision models for export enterprises engaged in bonded processing; Provide training and guidance to enterprises to help them enjoy preferential policies.

The Tianjin Single Window is the first batch of windows invested, constructed, and launched by the Tianjin Municipal Government. It has now connected water transportation, air transportation, highways, and railway ports, achieving information sharing in various areas such as special regulatory areas, free trade areas, and cross-border e-commerce. It connects production, trade, warehousing, logistics, e-commerce, and financial links, providing platform support services for the interconnection and sharing of information among various parties involved in international trade Director Lu Shan of Tianjin Municipal Bureau of Commerce said.

Although digital and intellectual transformation is a trend, both the entire industry and specific enterprises face obstacles and obstacles. Chen Hongbing stated at the meeting that there are still differences in information sharing and common value building, different demands in different stages of the digital ecosystem construction process, and the construction of standards in the information age. We need to work together to optimize.

Xu Zuyuan, former Vice Minister of the Ministry of Transport and Ambassador of the International Maritime Organization, believes that the intelligent and efficient development of the port and shipping industry still faces challenges, such as building a smart port, which is a major transformation from hardware to software, and then to process reshaping; The intelligence of ships involves the entire industrial chain, and there must be corresponding standards for the connection of each link from manufacturing to application; How to seize the initiative of transformation, who should formulate the standards, and whether the technology ecosystem of large port and shipping enterprises can reasonably accommodate the needs of small and medium-sized enterprises have become important issues that will be faced in the future.

The wave of low-carbon is unstoppable

According to the observation report of Huacheng import and export data, in 2022, China released the Implementation Plan of Science and Technology to Support Carbon Peak carbon neutrality, which clearly carried out the key action of low-carbon and zero carbon technology in transportation, and listed the task list in the construction of new energy transport equipment and green intelligent transportation system; The IMO greenhouse gas emission reduction strategy clearly proposes that the carbon emission intensity of the international shipping industry will be reduced by 40% compared to 2008 by 2030 and 70% compared to 2008 by 2050; COSCO Group recently signed a memorandum of understanding with France's Daffy Group and Shanghai Port Group on cooperation in the supply of green methanol for port ships... A series of important measures have been introduced to promote the green and low-carbon development of the global shipping industry, which has triggered the "green smell" of shipping companies, financial leasing companies and other related parties.

Shipping companies have begun to take action in exploring new fuels and building zero carbon emission ships to meet the challenges. Leading shipping companies such as Maersk, DaFei Group, and COSCO Shipping have made new fuel ships, such as methanol powered ships, their preferred choice for new shipbuilding. Currently, half of the top ten shipping companies in the world are building such ship types, "Xu Zuyuan said.

Within our capabilities, we will develop more green ship types. In 2022, ESG ships accounted for over 75% of all our fleet's projects launched last year, "said Zhu Jiafeng, Deputy General Manager of New Zealand Airlines Finance Leasing (Haikou) Co., Ltd.

Sun Jianfeng, Deputy General Manager of China Merchants Energy Transportation Co., Ltd., revealed at the forum that China Merchants Ship's world's first dual wing powered new sailboat was successfully delivered and set sail in Dalian on September 24, 2022. The sail installation of the ship is expected to achieve an annual average fuel saving of over 9.8%, and its comprehensive performance indicators have reached world-class levels. Recently, it has also placed an order for methanol dual fuel powered roll on ships, making positive actions to achieve zero carbon ships.

According to Huacheng Import and Export Data Observation, there are currently 68 methanol powered container ships under construction worldwide, with a total capacity of 930000 TEUs, accounting for 12% of handheld orders. In 2022, the national orders for alternative fuels such as liquefied natural gas and methanol further increased, accounting for 64% of new shipbuilding orders during the same period, far higher than the average 30% proportion from 2019 to 2021.

According to Huacheng Import and Export Data Observation, the energy transformation of the shipping industry has become an important step in the wave of low-carbon and green development. However, Vice General Manager Sun Jianfeng also expressed concerns about green energy issues, Global energy supply is in short supply, prices are rising, and due to technological and industrial structure constraints, there is a shortage of new green production sources in the short term, supply chains are not smooth, and terminal application scenarios are not wide. These factors also indicate that the green and sustainable development of the shipping industry has a long way to go

What is the current status of new technologies for ship decarbonization in the face of difficulties? How will these technologies develop? Li Xin, Director of the Innovation Center of Shanghai Shipbuilding Design Institute and an expert in intelligent ships, believes that from the current development perspective of ships, ships themselves will solve emissions reduction from the fuel level, while LNG ships and methanol ships are still developing ammonia fuel ships. So far, in the future, methanol carbon synthesis methanol will be used to solve zero carbon emissions of greenhouse gases. Ultimately, the technology of ammonia or hydrogen is not yet mature, and methanol is expected to become a transitional fuel in China in the next decade or fifteen years. From the perspective of ship design itself, basic technologies such as wind ventilation, sails, and aerodynamic drag reduction can reduce ship resistance and improve ship effectiveness, which is something that ships themselves need to address.

Empowering "Green" in Maritime Finance

According to the World Bank's prediction, the widespread application of zero carbon raw materials such as hydrogen and ammonia will bring financing needs of over one trillion US dollars to the world market. As the "mother of all industries" of maritime industry, finance and banking are the most important components of the commercial service system. The reporter learned from the meeting that in recent years, one of the characteristics of maritime finance development has been the increasing emphasis on "green".

In the past two years, ICBC Financial Leasing has provided a total of 23 billion yuan in financing for Chinese manufactured ships, with a shipping capacity of 367 ships, two-thirds of which are built by domestic shipyards, including high-tech, high value-added, green environmental protection, and China's first ship, Huacheng Import and Export Data Observation Report.

The Export-Import Bank of China currently provides financing loans for nearly 500 ships. From a field perspective, the shipbuilding sector is mainly aimed at providing financing for backbone shipyards, with a focus on supporting high-end ship types, green and environmentally friendly ship types, and first-time construction of ship types, "said Ban Yongzhi of the Export-Import Bank of China.

The internal policies of the company in terms of green and low-carbon will be tilted, in line with the trend of industrial green and low-carbon transformation, and the proportion of green assets, including ships and non ship assets, will be increased. For the internal review of green projects, priority will be given to green channels, so that green projects can quickly pass industrial and commercial approval. "Zhang Jun, Marketing Director of the Shipping Business Unit of Puyin Financial Leasing Co., Ltd., introduced.

At the same time, Puyin Financial Leasing Co., Ltd. has established corresponding green teams and departments to specialize in green projects. On the one hand, it supplements personnel with green knowledge and structure, and on the other hand, it learns from international advanced institutions to understand the strategic development direction of its business and increase support for the "green industry".

Xu Zuyuan believes that port and shipping and finance complement each other. In the future, the financial industry should still actively integrate into maritime affairs and proactive actions, and jointly promote the development of the port and shipping industry towards safety, stability, intelligence, efficiency, green, and low-carbon directions.

On the one hand, the financial industry should increase its financing efforts for green intelligent ship types, green intelligent ports, and green and efficient models, and support ship ordering, port construction, etc. through financing leasing, financing credit, direct loans, and other means; On the other hand, we should guide smart green ships, provide more favorable financing conditions for projects that meet this requirement, reduce support for outdated production capacity, and effectively promote enterprises to actively choose new technologies and models.

At the same time, the port and shipping industry and the financial industry should build a win-win cooperation consortium that is prosperous and prosperous. Financial institutions not only provide financial, insurance, brokerage and other services to the shipping industry, but also participate in the formulation of standards, technical development, problem discussion, solution formulation, and direction selection that represent the future, achieving information matching and supply and demand matching between the lending and borrowing sides, and jointly creating a port and shipping value system and index system. Huacheng Import and Export Data Observation Report.

In addition, the port and shipping industry has a new trend of safety and stability, intelligence and efficiency, green and low-carbon, and the financial industry also has a trend of centralization, digitization, platformization, and scenarioization. Therefore, the two have cooperation space and potential in the construction of credit systems and business transformation and development in emerging trade fields, and strive to create a mutually supportive transformation and upgrading roadmap.