船舶 ›› 2025, Vol. 36 ›› Issue (02): 46-51.DOI: 10.19423/j.cnki.31-1561/u.2024.178

• 市场分析专栏 • 上一篇    下一篇

国际船舶温室气体法规对船舶改造市场的影响研究

汪璇, 李沁, 张云嵩, 郭威, 陈玲   

  1. 中国船舶集团有限公司第十一研究所 上海 200032
  • 收稿日期:2024-10-14 修回日期:2025-03-04 出版日期:2025-04-25 发布日期:2025-05-20
  • 作者简介:汪璇(1989-),女,硕士,高级工程师。研究方向:船舶与海洋工程。李沁(1983-),女,本科,工程师。研究方向:海洋工程。张云嵩(1987-),男,博士,高级工程师。研究方向:轮机工程。郭威(1988-),男,硕士,高级工程师。研究方向:船舶与海洋工程。陈玲(1979-),女,硕士,高级经济师。研究方向:船舶企划管理。
  • 基金资助:
    国家部委重点专项(CBZ03N23-01)

Impact of IMO Greenhouse Gas Strategy on Ship Retrofitting Market

WANG Xuan, LI Qin, ZHANG Yunsong, GUO Wei, CHEN Ling   

  1. The 11th Research Institute of CSSC, Shanghai 200032, China
  • Received:2024-10-14 Revised:2025-03-04 Online:2025-04-25 Published:2025-05-20

摘要: 该文针对船舶改造市场因国际海事组织(international maritime organization,IMO)的温室气体减排新战略所受影响开展了评估,通过对现有船舶法规履约情况以及国内外船舶修造资源禀赋分析,详细研究了实施新战略对船舶改造市场规模、市场结构、区域差异、市场特性和船舶修造企业战略等方面的影响。研究表明:IMO新战略的实施将促进全球扩大基于绿色改造的船舶修造市场,且预计市场规模达40亿至400亿美元;同时将有力加速船舶改造市场结构向水动力、新燃料和后处理等领域调整,并推动船舶修造业多元化、差异化和个性化的发展趋势,为全球船舶修造企业市场布局、战略调整和资源购置提供数据基础。

关键词: 温室气体减排, 船舶改造市场, 船舶能效指数, 碳强度指标, 市场结构调整

Abstract: The impact of the new strategy on reduction of greenhouse gas (GHG) emissions from ships by the International Maritime Organization (IMO) on the ship retrofitting market has been evaluated and studied. By analyzing the compliance with existing ship regulations and shipbuilding resource endowments at home and abroad, a detailed study is conducted on the impact of the implementation of the new strategy on the size, structure, regional differences, characteristics of the ship retrofitting market and the strategy of shipbuilding and ship repair enterprises. It shows that the implementation of IMO’s new strategy will promote the expansion of the global shipbuilding market based on green transformation, with an expected market size of 4 billion to 40 billion dollars. Additionally, it will drive the ship retrofitting market restructuring toward areas such as hydrodynamics, alternative fuels and post-processing technologies. It also promotes diversification, differentiation and customization in the shipbuilding and ship repair industry, providing data basis for market layout, strategic adjustment and resource allocation in the global shipbuilding and ship repair enterprises.

Key words: reduction of greenhouse gas emissions, ship retrofitting market, energy efficiency existing ship index(EEXI), carbon intensity indicator(CII), market structural adjustment

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