第十二届船舶经纪人（上海）会议在沪成功举办
行业聚焦长期主义与全球海运格局重塑
【上海，2025年12月4日】
在全球航运业面临复杂多变的地缘、能源与政策环境之际，第十二届船舶经纪人（上海）会议今日在沪成功举办。本届大会以“在不确定中前行：航运业的长期主义思维”为主题，吸引了来自船东、船厂、经纪商、金融机构、律所、船级社及行业媒体等140名业内人士参会，成为年末航运界备受关注的重要行业盛会。
Shanghai, 4 December 2025
Against a backdrop of geopolitical complexity, energy transition pressures, and shifting regulatory landscapes, the 12th Shipbrokers Forum and Gathering was successfully convened today in Shanghai. Under the theme “Navigating Uncertainty: Long-termism in Global Shipping,” the event brought together 140 participants from shipowners, shipyards, brokerage firms, financial institutions, law firms, classification societies, and maritime media, reaffirming its role as a major year-end gathering for the industry.
上海海事大学、中国船级社领导出席并致开幕词
大会首先由上海海事大学党委副书记、副校长李志鹏致开幕词。李副校长在开幕致辞中表示，上海海事大学始终以建设世界一流海事大学为目标，积极服务上海国际航运中心建设，为高端航运服务业发展提供智力与人才支持。学校与行业长期保持紧密合作，围绕航运业数字化、绿色化、智能化转型开展大量研究，为行业发展提供决策咨询。
The leadership of SMU and CCS attended the event and delivered the opening remarks
The forum opened with remarks from Li Zhipeng, Vice President of Shanghai Maritime University. Li emphasized the university’s commitment to supporting Shanghai’s ambition to build a world-class international shipping center through research, talent development, and long-term industry collaboration.
第二位致开幕词的是中国船级社（CCS）副社长张庆文先生。张副社长表示，全球航运正面临地缘政治、能源转型、监管趋严等多重不确定性，但行业仍需以长期主义为方向，稳步推进绿色与智能化转型。他强调，船级社将在新燃料、新动力、安全标准及风险管理方面持续提供技术支撑，为船东、船厂、经纪人和金融机构提供更可靠的“确定性”。
The second opening address was delivered by Zhang Qingwen, Vice President of the China Classification Society (CCS). Zhang noted that global shipping faces intertwined uncertainties—from geopolitics and the energy transition to increasingly stringent regulations. He stressed that long-termism must guide the sector’s response, particularly in green and smart transformation. CCS, he said, will continue to provide technical certainty in areas such as new fuels, new propulsion systems, safety standards, and risk management.
张庆文在讲话中指出，LNG、甲醇、氨等多种燃料路线将长期并存，但安全底线必须坚守；减排应坚持务实路线，在 IMO 推迟净零框架的窗口期形成更多共识。当前船厂订单排至 2029 年，船队更新与绿色改造必须提前布局。中国船级社将深化全球服务网络，推动创新应用，加强与行业协同，共同构建技术信任和风险管理体系，助力航运业在变局中实现稳定与可持续发展。
Zhang highlighted that LNG, methanol, ammonia and other fuel pathways will coexist for a prolonged period, but safety must remain the industry’s bottom line. With IMO’s net-zero framework delayed, he called for pragmatic consensus-building. With shipyard orderbooks extending to 2029, fleet renewal and green retrofits require early planning. CCS will enhance its global network, advance innovation, and deepen industry collaboration to build a trusted technical and risk-management framework.
按会议从2023年开始形成的传统，每年年会将邀请一位老经纪人为大会致开幕词。本届会议的最后一位致辞嘉宾是来自汇远船舶的吴烨先生。吴烨表示，船舶经纪行业既是资金密集型产业，也是技术密集型产业，许多从业者来自造船、金融及其他行业，这正反映航运业与国民经济各领域的紧密关联。他介绍，汇远船舶源于三十多年前由汇丰银行在香港设立的专业经纪公司，亦体现了金融资本与航运产业的深度结合。
Following the tradition established in 2023, one senior shipbroker is invited each year to deliver an opening message. This year’s speaker was Mr. Wu Ye, General Manager of Hartland Shipping (Shanghai). Wu noted that shipbroking is both capital-intensive and technology-intensive, drawing professionals from shipbuilding, finance, and other sectors—reflecting shipping’s deep ties with the broader economy. He introduced Hartland’s origins as a in-house brokerage founded more than 30 years ago by HSBC in Hong Kong, illustrating the long-standing connection between finance and shipping.
他强调，经纪人行业需要一个能够汇聚不同背景专业人士的平台，共同探讨行业趋势。对航运经纪人俱乐部十余年来持续搭建交流平台、推动中国新造船指数（CNPI）的建立与发展表示高度肯定。该指数如今已成为国际造船市场的重要参考指标，体现了中国造船业崛起的缩影。
吴烨表示，经纪人的核心使命，是在合适的时间将合适的产品带给合适的客户，这看似简单却充满挑战。他呼吁行业同仁继续支持并善用这一平台，共同推动行业发展。
Wu emphasized the importance of a platform that brings together professionals from diverse backgrounds to shape industry understanding. He praised the Shipbrokers Club for its decade-long efforts in community building and for establishing the China Newbuilding Price Index (CNPI), now a key global reference for the shipbuilding market and a symbol of China’s shipbuilding rise. He concluded that the essence of shipbroking—matching the right product with the right client at the right time—remains simple in principle yet challenging in practice, calling on peers to continue supporting and leveraging this platform.
主题演讲直击长期主义、合规风险与脱碳路径三大核心议题
Keynote Speeches Address Long-termism, Compliance Risk, and Decarbonization Pathways
上午的主旨演讲围绕行业最受关注的三大方向展开：
Morning keynote sessions focused on three major themes:
· 全球视角：船旗国对稳定性的坚持
巴拿马驻上海总领事 Ramon Martinez Acha主旨发言中指出，全球海运正经历近几十年来最深刻的转型。当前的不确定性十分明显：全球已有 600 多艘替代燃料船订单；八成以上大型航运公司开始采用人工智能；近六成的新造船可使用替代燃料。这些都是结构性变化，而非短期波动。因此，长期主义至关重要。行业需要为未来 20–30 年做准备：港口加大绿色投资，船厂交付新燃料预备船舶，金融机构将可持续性纳入评估。在此背景下，巴拿马再次当选 IMO 理事会 A 类成员，继续坚持“质量优先”的战略，加强技术审查，提升船队安全与环保水平。船舶经纪人在连接市场与监管、引导船东转型方面作用关键。长期视角能把不确定转化为机遇。巴拿马将坚持质量、透明、现代化与长期合作。
Ramon Martinez Acha, Consul General of Panama in Shanghai, emphasize that long-termism is essential. It means making decisions today that remain relevant 20–30 years ahead. Ports are investing in green infrastructure, shipyards are delivering new fuel-ready vessels, and financial institutions are embedding sustainability in lending criteria.
· 合规前沿：制裁时代的海运风险管理
功承瀛泰合伙人 王雁律师 就单边制裁下的合同风险进行解析，四维乐马律师事务所合伙人 周琦 作为点评嘉宾，就行业实际案例补充了关键观察。
• Compliance Frontier: Risk Management Under Sanctions
Partner Vicky Wang at Wintell & Co. analyzed contractual risk under unilateral sanctions, with additional case-based insights from Zhou Qi, Partner at Sloma & Co.
· 脱碳趋势：从激进到务实的航运能源路线
《劳氏日报》亚太区主编 沈慈晨 认为，在 IMO 推迟净零框架的背景下，各国标准将进一步区域化，行业亟需在“务实路线”下构建可执行的脱碳战略。
• Decarbonization Trends: From Idealism to Pragmatism
Cichen Shen, Asia Editor of Lloyd’s List, noted that with delays in IMO’s net-zero framework, regionalization of standards will accelerate. He called for actionable and pragmatic decarbonization strategies.
下午议程聚焦技术升级、地缘变局与细分船型趋势
Afternoon Sessions Explore Technology, Geopolitics, and Niche Vessel Markets
下午的会议继续保持高密度、专业化的议题设置：
The afternoon program continued with in-depth discussions:
· 技术与市场：细分船型的新机会
德国 Toepfer Transport 执行合伙人 Hannes Hollander 从近海运输、MPP 船、支线船等角度分享最新案例，强调智能驱动型船舶经纪在交易和决策中的作用。
• Intelligence-driven Shipbroking: New Opportunities Across Vessel Segments
Hannes Hollander, Managing Partner at Toepfer Transport, shared insights on coastal shipping, MPP vessels, and feeder markets, highlighting the growing influence of intelligence-driven brokerage services.
· 地缘政治下的航运再分布
拍船网（新加坡）航运交易总经理 韩宁 分析“一带一路”深化、拉美新港口布局、中美供应链调整等因素对全球海运物流格局的影响。
• Geopolitical Shifts and the Redistribution of Global Shipping
Han Ning, General Manager of Shipping Transactions at (Singapore), analyzed how the Belt and Road Initiative, Latin American port development, and US–China supply chain restructuring are reshaping seaborne demand.
两场圆桌论坛呈现行业最受关注的深度对话
Two Roundtables Deliver High-level Industry Dialogue
大会设置两场高规格的小组讨论，观点密集、信息量大：
Two expert panels offered dense, forward-looking discussions:
论坛一：大变局下的细分船型长期趋势
由航运经纪人俱乐部理事长 刘巽良 主持，嘉宾包括船型研发专家、航运企业负责人及投资人等。
讨论焦点涵盖：
· LNG、甲醇、氨燃料的路线选择
· Supramax 与多用途船市场对比
· 北极航线开通的经验分享和战略意义讨论
· 在运价震荡中选择新造还是二手船，甚至改造二手船
Panel 1: Long-term Trends in Niche Vessel Segments
Moderated by Liu Xunliang, the executive director of the Club, the panel explored:
• LNG, methanol, and ammonia fuel pathways
• Supramax vs. multipurpose vessel market dynamics
• The strategic implications of Arctic route development
• Newbuilding vs. secondhand choices in volatile markets
论坛二：回顾预测与展望新周期
由 周琦 主持，鼎恒集团董事长 李多珠、Navig8 驻华首代 沈舸、乐舱集团船队总经理 刘庆智 等嘉宾参与。
嘉宾回顾去年对油轮、散货与集运市场的预测，并就 2026 年的船舶投资与运力调配提出多项判断。
Panel 2: Forecast Review and Outlook for a New Shipping Cycle
Moderated by Zhou Qi, with speakers including Li Duozhu (Dingheng Group), Gorden Shen (Navig8 China), and Liu Qingzhi (LeCang Group). Panelists reviewed last year’s tanker, bulker, and container forecasts and shared investment and fleet strategy insights for 2026.
新书亮相：〈航运经济学〉作者与行业面对面
**Book Event: Dialogue with the Author of Shipping Economics
会议特别安排《航运经济学》作者 林源民 先生访谈，由刘巽良主持。现场签名环节吸引众多读者，成为大会轻松而富有思想性的亮点。
A special session featured an interview with Lin Yuanmin, author of Shipping Economics, moderated by Liu Xunliang, followed by a book-signing that drew strong interest.
行业盛会圆满落幕，共识聚焦“稳中寻长、长期主义”
Forum Concludes with a Shared Consensus to Stability and Long-termism
随着全体嘉宾合影与晚宴交流，本届船舶经纪人会议圆满闭幕。
经过十二年的积累与迭代，会议已成为行业观察全球航运格局变化、交流船舶投资与技术趋势的重要平台。
Following group photos and an evening reception, the 12th Shipbrokers Forum and Gathering concluded successfully. Over twelve years, the conference has become a key platform for understanding global shipping trends, vessel investment dynamics, and emerging technologies.
今年会议的一个共识是：
在全球不确定性持续上升的背景下，稳健、专业、长期主义的思维方式和决策模式，将成为航运业穿越周期的关键能力。
A central consensus emerging this year:
In an era of persistent global uncertainty, professionalism, resilience, and long-termism will be the essential capabilities that enable the maritime industry to navigate cycles and achieve sustainable growth.
