6月3日，中远海运能源运输股份有限公司（以下简称“中远海能”）公告，间接全资子公司远海液化天然气投资有限公司与江南造船（集团）有限责任公司签订4艘17.5万立方米LNG船舶建造合同，投资总额64.45亿元。

On June 3rd, China COSCO Shipping Energy Transport Co., Ltd. (hereinafter referred to as "COSCO Energy") announced that its indirectly wholly-owned subsidiary, Yuanhai Liquefied Natural Gas Investment Co., Ltd., signed a construction contract for four 175,000-cubic-meter LNG vessels with Jiangnan Shipbuilding (Group) Co., Ltd., with an investment总额 of 6.445 billion yuan.

按照计划，前述船舶于2029年至2030年交付，交付后将出租给Shell Tankers (Singapore) Private Limited，租期7年，租期内租金约54亿元。中远海能表示，本次交易是服务国家能源战略的重要举措。通过交易，公司将提升自主营销和运营能力，夯实国际化战略布局。

According to the plan, the aforementioned vessels are scheduled to be delivered between 2029 and 2030. After delivery, they will be leased to Shell Tankers (Singapore) Private Limited for a period of 7 years, with an annual rent of approximately 5.4 billion yuan. COSCO Sea Energy stated that this transaction is an important measure to serve the national energy strategy. Through this transaction, the company will enhance its independent marketing and operation capabilities and solidify its international strategic layout.

“亚洲能源安全危机正催生新一轮超级投资周期，将重塑2020年代后半程全球航运格局。”摩根士丹利指出，本轮变革将持续推高油轮新船订单、加速船厂产能扩张，令原油轮、成品油轮、LNG运输船及煤炭散货船等全品类能源航运运力持续处于供不应求状态。

"The Asian energy security crisis is giving rise to a new round of super investment cycle, which will reshape the global shipping landscape in the latter half of the 2020s." Morgan Stanley pointed out that this round of transformation will continue to drive up new ship orders for oil tankers, accelerate the expansion of shipyards' production capacity, and keep the energy shipping capacity of all categories (such as crude oil tankers, refined oil tankers, LNG carriers, and coal bulk carriers) in a state of continuous shortage of supply.

公开资料显示，中远海能主营油轮和LNG运输，油轮运力规模世界第一，是全球船型最齐全的油轮船东。在LNG运输领域，截至2025年底，共参与投建87艘LNG运输船，其中已投入的LNG船舶63艘，均服务于长期租约，收益较为稳定。

Public information shows that COSCO SHIPPING Energy mainly engages in oil tanker and LNG transportation. Its oil tanker fleet size ranks first in the world and it is the shipowner with the most comprehensive ship types in the oil tanker industry. In the LNG transportation sector, by the end of 2025, it has participated in the construction of a total of 87 LNG transport vessels. Among them, 63 LNG vessels have been put into service, all of which are under long-term leases and have relatively stable revenues.

据了解，目前，在全球的LNG船队中，大部分船东与租船人签署船舶长期期租合同，这种模式能够为航运企业提供稳定的船舶租金和投资收益，同时也为能源贸易方提供可靠的运力供应。

It is understood that currently, in the global LNG fleet, the majority of shipowners and charterers have signed long-term charter contracts for vessels. This model provides stable vessel rental and investment returns for shipping companies, and also offers reliable transportation capacity supply for energy trading parties.

“国际油轮运输已加速步入繁荣期，2026年运价中枢有望进一步提升，国内原油运输需求预计在2025年基础上实现小幅增长。”中远海能表示，在船价高位震荡、融资成本高企和中长期运输需求乐观的支撑下，LNG运输船中长期期租租金预计保持坚挺，2026年中长期期租市场活跃度将进一步提升。

"International tanker shipping has accelerated its way into a prosperous period. The freight rate center is expected to further increase in 2026. The domestic crude oil transportation demand is projected to grow slightly compared to 2025." COSCO Shipping Energy stated that, supported by the high and fluctuating ship prices, high financing costs, and optimistic medium- and long-term transportation demand, the medium- and long-term charter rates for LNG carriers are expected to remain firm. The activity of the medium- and long-term charter market will further increase in 2026.