1、招商局能源运输股份有限公司总经理 王永新Mr.Wang Yongxin,President of CMES驾驭不确定，打造石化行业供应链绿色韧性Managing Uncertainty and Building Green Resilience in the Petrochemical Supply Chain深入学习重要指示精神Deeply implement the spirit of important instructions2聚力石化产业高质量发展Cohesive Petrochemical Industry High Quality Development创新动能持续激发Conti

2、nuously stimulating innovation momentum产业规模不断壮大The scale of the industry continues to grow 有力支撑区域经济的发展和进步Powerfully supporting the development and progress of regional economy 成功带动中国石化产业的转型和升级Successfully driven the transformation and upgrading of Chinas petrochemical industry+以宁波为代表的一批城市深入贯彻习近平总书记重

3、要指示精神Cities represented by Ningbo deeply implement the spirit of important instructions油Oil散Bulk气Gas车RoRo集Container300余艘，超4,200万载重吨，整体运力规模居世界第三300+ships,42 million+DWT,3rd in the worldLNG船队规模居中国第二LNG ranking 2nd in China3VLCC、VLOC船队规模居世界第一VLCC and VLOC ranking 1st in the world招商航运船队概况 Overview of CM

4、ES shipping fleet石化产业是国民经济的重要支柱产业Petrochemical industry is an important pillar industry of national economy4上游连着能源和资源Upstream connected to energy and resources与人类日常生活息息相关Closely related to human daily life下游连着千家万户Downstream connected to thousands of households是汽车、高铁、电子信息、航空航天以及制造强国和国防强国的重要配套材料An imp

5、ortant supporting material for automobiles,high-speed rail,electronic information,aerospace,as well as manufacturing and defense powers4321石化强国是经济强国、科技强国、军事强国的重要支撑和保障Petrochemical power is an important support and guarantee for economic,technological,and military power石化产业是国民经济的重要支柱产业Petrochemical i

6、ndustry is an important pillar industry of national economy5韧韦刃如何打造一条富有弹性、安全可靠、绿色创新的中国石化供应链，是摆在石化行业参与者面前的现实课题How to build a resilient,safe,reliable and green innovative supply chain for Sinopec is a practical issue facing participants in the petrochemical industry.“柔而固也”The Explanation of the Charac

7、ter“Resilience”in Ancient Chinese Prose:Soft yet firm6经济强国必定是海洋强国、航运强国An economic powerhouse must be a maritime and shipping powerhouse80%60%中国原油进口80%依赖海运80%of Chinas crude oil imports rely on sea freight中国天然气进口60%依赖海运60%of Chinas Natural gas imports rely on sea freight航运已成为中国石化供应链中至关重要的一环 Shipping

8、is a crucial link in China petrochemical supply chain航运产业面对“时代之变”带来的压力和挑战The shipping industry is facing the changes of the times7全球气候危机Global climate crisis地缘冲突Geopolitical conflicts疫情爆发Epidemic outbreak以效率至上、成本为王为核心的“进步时代”Efficiency and Cost first as the core of“The Age of Progress”以生态适应、安全为重为标志的“

9、韧性时代”Ecological adaptation and safetyAs the core of“The Age of Resilience”一是市场发展不确定性大大增加，产业链韧性存在一定挑战Uncertainty of market development has greatly increased,Certain challenges to the resilience of the industrial chain8020,00040,00060,00080,000100,000120,00003-Jan-202003-Mar-202003-May-202003-Jul-2020

10、03-Sep-202003-Nov-202003-Jan-202103-Mar-202103-May-202103-Jul-202103-Sep-202103-Nov-202103-Jan-202203-Mar-202203-May-202203-Jul-202203-Sep-202203-Nov-202203-Jan-202303-Mar-202303-May-202303-Jul-202303-Sep-20232020-2023年油轮、散货、集装箱市场运价指数走势Clarksons Average Tanker Earnings$/dayClarksons Average Containe

11、rship Earnings$/dayClarksons Average Bulker Earnings$/day细分海运市场冷热不均、波动加速、整体不平衡态势加剧Uneven heating and cooling,accelerated fluctuations and an overall imbalance situation exacerbating in shipping marketTrends in the Freight Index of Oil Tanker,Bulk Cargo and Container Markets from 2020 to 2023一是市场发展不确

12、定性大大增加，产业链韧性存在一定挑战Uncertainty of market development has greatly increased,Certain challenges to the resilience of the industrial chain9 中国产业链安全风险正在逐步累积The security risks of Chinas industrial chain are gradually accumulating 对石油、天然气等核心战略物资的生产和运输控制力有待加强The production and transportation control of core

13、 strategic materials needs to be strengthened 中资控制的全球运力规模与中国的进口贸易需求还不匹配The scale of global transportation capacity controlled by Chinese capital does not match import trade demand30%20%2022年“国油国运”的比例不足30%national oil and national transportation less than 30%in 20222022年“国气国运”的比例只有20%national gas and

14、 national transportation only 20%in 2022二是低碳环保压力越来越迫切，可持续发展任重道远The pressure of low-carbon environmental protection becoming increasingly urgent10零碳燃料的使用已经成为未来长远脱碳要求的核心解决方案The use of zero carbon fuel has become the core solution for long-term de-carbonization requirements in the future船用燃料需求量趋势预测Tren

15、d prediction of marine fuel demand受制于制备技术、发动机技术、供应链建设等多种因素，在较长一段时间内还难以形成最优的船舶燃料选择Due to various factors such as preparation technology,engine technology,and supply chain construction,it is still difficult to form the optimal choice of ship fuel for a long period of time二是低碳环保压力越来越迫切，可持续发展任重道远The pre

16、ssure of low-carbon environmental protection becoming increasingly urgent11绿色甲醇燃料Green methanol fuel1船舶造价增加10%-15%2加注价格增加100%-150%3面临供应严重不足风险Ship cost increase by 10%-15%Fueling price increase by 100%-150%Facing the risk of severe shortage of supply短期内，这种环保压力增加而资源却面临不足的现状将给航运产业发展带来较大的潜在风险In the shor

17、t term,the increasing environmental pressure and insufficient resources will pose significant potential risks to the development of the shipping industry三是数字化手段越来越丰富，转型升级持续加速Digitalization becoming increasingly diverse and upgrading continue to accelerate12科技创新是时代发展的核心动力Technological innovation is t

18、he core drivingforce for the development of the times数字化智能化是航运业转型升级的新趋势，也是产业链上下游对海运环节的必然要求A new trend in the transformation and upgrading of the shipping industry an inevitable requirement基于大数据、区块链技术的服务系统和生态平台必将成为航运产业发展的新引擎The service system and ecological platform will become a new engine of the sh

19、ipping industry三是数字化手段越来越丰富，转型升级持续加速Digitalization becoming increasingly diverse and upgrading continue to accelerate13云计算Cloud technology区块链Blockchain大数据 Big data数字化Digitalization人工智能Artificial intelligence“高韧性供应链”之理解 Understanding of High Resilience Supply Chain14产业链合作Industrial chain cooperation能

20、够长期生存Capable of long-term survival具备跨越多个经济发展周期Capable of spanning multiple economic development cycles经历时间考验Experience the test of time1.我们要坚持合作共赢，着眼长远强化石化产业链韧性Win-win cooperation and strengthen the resilience of the petrochemical industry chain with a long-term perspective006000080000100

21、000050,000100,000150,000200,000250,000300,00004-Jan-201904-Mar-201904-May-201904-Jul-201904-Sep-201904-Nov-201904-Jan-202004-Mar-202004-May-202004-Jul-202004-Sep-202004-Nov-202004-Jan-202104-Mar-202104-May-202104-Jul-202104-Sep-202104-Nov-202104-Jan-202204-Mar-202204-May-202204-Jul-202204-Sep-202204

22、-Nov-202204-Jan-202304-Mar-202304-May-202304-Jul-202304-Sep-20232019-2023年VLCC与LNG运输船一年期期租租金走势LNG 174K CBM 1 Year Timecharter Rate$/day1 Year Timecharter Rate 310,000 dwt D/H Scrubber-Fitted Eco VLCC$/dayTrend of one-year time charter rent for VLCC and LNG transport ships from 2019 to 2023海运已经成为影响原油

23、、LNG等能源产品到岸价格的重要因素，运输成本占比越来越大Shipping has become an important factor affecting the landed prices of energy products such as crude oil and LNG,and the proportion of transportation costs is increasing1.我们要坚持合作共赢，着眼长远强化石化产业链韧性Win-win cooperation and strengthen the resilience of the petrochemical indust

24、ry chain with a long-term perspective16贸易Trade运输Shipping 以合作共赢原则为基础Based on the principle of win-win cooperation 通过资本、长约等形式Through capital and long-term contracts 共同打造石化行业发展命运共同体Jointly building a community with a shared future不断创新研究产业合作新模式Continuously innovating and researching new models of indust

25、rial cooperation2.我们要坚持低碳创新，携手打造石化产业绿色供应链Low-carbon innovation and work together to create a green supply chain for the petrochemical industry17节能环保需要参与方团结协作，深入参与，共同打造低碳创新生态De-carbonization require unity and collaboration among participating parties,in-depth participation and joint efforts to create

26、 a low-carbon innovation ecosystem航运企业设计院船厂船级社专业研究所新的技术明确的标准可靠的设备严格的监督管理ProfessionalResearch InstituteDesigning instituteShipyardClassification societyShipping CompanyNewtechnologyClear standardsReliable equipmentStrict supervision2.我们要坚持低碳创新，携手打造石化产业绿色供应链Low-carbon innovation and work together to c

27、reate a green supply chain for the petrochemical industry18短期内，甲醇、氨、氢等低碳零碳替代能源在成本控制、安全管理等方面与传统化石燃料相比还不具备竞争优势In the short term,low-carbon and zero carbon alternative energy sources such as methanol,ammonia and hydrogen do not yet have competitive advantages compared to traditional fossil.船用主机替代燃料发展趋势

28、预测Prediction of trend of alternative fuels for marine main engines3.我们要坚持开拓进取，共同推动石化供应链数字化升级Persist in pioneering and enterprising,and jointly promote the digital upgrading of petrochemical supply chain19Ship-shore Integrated Digital Intelligent Shipping Platform招商轮船-船岸一体数智航运平台Ship-shore Big data an

29、alysis platform招商轮船-船岸大数据分析平台决策更加精准Decision-makingmore precise运营更加经济Operationmore economical排放更加绿色Emissionsgreener航行更加安全Navigationsafer服务更加优质Service qualitybetter3.我们要坚持开拓进取，共同推动石化供应链数字化升级Persist in pioneering and enterprising,and jointly promote the digital upgrading of petrochemical supply chain20

30、碳先知Carbon Prophet碳足迹Carbon footprint碳计量Carbon metering碳对标Carbon comparison碳优化Carbon optimization招商轮船全球首个“船队碳排放监察平台”Worlds first fleet carbon emission monitoring platform“from CMES碳税易Carbon tax exchange3.我们要坚持开拓进取，共同推动石化供应链数字化升级Persist in pioneering and enterprising,and jointly promote the digital up

31、grading of petrochemical supply chain21招商轮船“丝路云链”数字平台CMES“BRITC”Belt Road Intelligent Trade&Transportation Chain招商轮船“丝路云链”BRITC提供实时数据汇聚全程信息加速体系构建打通业务环节推动信息对称Connect business processesGathering full process informationProvide real-time dataAccelerate system constructionPromote information symmetry产业链

32、携手打造石化产业发展命运共同体Jointly building a community with a shared future for the development of the petrochemical industry020203030101合作COOPERATION共赢WIN-WIN开放OPEN22强化上下游合作，携手进行绿色低碳研发和改造Strengthening upstream and downstream cooperation开发完善数字系统，打造石化产业发展命运共同体Developing and improving digital systems强化供应链的绿色韧性，为全球可持续发展贡献中国力量Strengthening the Green Resilience of the Supply Chain谢 谢！Thank you!