【环球网财经综合报道】9月12日，岱勒新材（300700）发布投资者关系活动记录表。
The first cargo ship of the China-Europe Arctic Express berths at Ningbo Zhoushan Port in East China's Zhejiang Province on December 6, 2025. Photo: VCG
A Chinese shipping company has confirmed with the Global Times the plan to launch a regular container service via Russia's Northern Sea Route to Europe this week, marking a new Arctic option for Asia-Europe trade once it sets sail.
Chinese container shipping company Sea Legend Shipping told the Global Times on Tuesday that its vessel Dubai Tower, originally scheduled to depart Ningbo-Zhoushan Port in East China's Zhejiang Province, on August 15, has had its departure adjusted because of weather conditions. The company said it is making internal arrangements for the maiden voyage of the China-Europe Arctic Express Route.
According to industry observers, the move reflects growing interest in Arctic shipping as global logistics networks continue to diversify beyond traditional canal routes. As polar ice retreats and seasonal navigation windows widen, the Arctic is emerging as a practical alternative for some Asia-Europe shipments, particularly those seeking to avoid congested or geopolitically sensitive sea lanes.
On Monday, the Financial Times reported that Sea Legend would launch the first regular container shipping service through the Arctic this week. The report said the company has branded the service the "Ice Silk Road," a reference to the historical Silk Road linking China and Europe.
The move comes as Arctic shipping increases amid rapidly shrinking sea ice. The Northern Sea Route recorded a record 23 transits last summer, up from 15 in 2024, according to figures cited by the FT.
Sea Legend told the Global Times that, compared with traditional China-Europe routes that can take around 40 days, the Arctic passage could cut transit time by nearly half, reducing the journey to about 20 days under direct service conditions.
The inaugural voyage is expected to call at Qingdao Port, Shanghai Port, Taicang Port and Ningbo-Zhoushan Port in China before continuing to European ports including Teesport and Felixstowe in the UK, Hamburg in Germany and Gdynia in Poland. The final domestic calling sequence may still change due to typhoon-related weather conditions.
The service will carry cargo including energy storage containers and related components, power batteries and new energy vehicles - goods that typically require faster transit, stable schedules and controlled transport conditions.
Sea Legend said the Arctic route could offer exporters a new solution in terms of both speed and reliability, as traditional canal and mainline routes face growing uncertainty from congestion, geopolitical disruptions and longer port waiting times.
The company also said the route has cooperation agreements with destination terminals including Felixstowe, Rotterdam, Wilhelmshaven and Antwerp, giving vessels priority berthing and a "green channel" advantage that could reduce anchorage delays and logistics costs.
Zhong Zhechao, an international logistics service expert told the Global Times on Tuesday that the move highlights rising interest in using the Arctic region for shipping, with Arctic shipping gradually becoming a practical alternative in the global logistics network as melting ice expands seasonal navigation windows and shipping lines seek to avoid congested and geopolitically sensitive sea lanes.
For exporters - especially cross-border e-commerce firms, manufacturers of seasonal products, and new energy companies - shorter shipping times could ease inventory pressure and reduce working-capital costs by allowing more flexible production and sales planning.
Zhong said this may be particularly valuable for companies racing to meet European sales seasons, as shorter transit times improve responsiveness to overseas demand.
The company also said the Arctic's low-temperature environment may be especially suitable for transporting new energy products such as batteries and energy storage systems, which require heightened attention to safety and thermal-risk considerations during transit.
Looking ahead, Sea Legend aims to achieve roughly four months of stable annual operation within the next three to five years, with a longer-term goal of year-round Arctic navigation within five to ten years.
The launch underscores how Chinese shipping firms are accelerating their Arctic deployment, turning what was once a long-term vision into operational reality.
According to the Xinhua News Agency, in September 2025, Ningbo-Zhoushan Port launched its first China-Europe Arctic container express route. The move was expected to provide strong support for trade enterprises to expand into new international logistics channels, the port said.
In recent years, Arctic shipping routes have increasingly come under the spotlight in the international community and have the potential to become important routes in international trade, Lin Jian, Chinese Foreign Ministry spokesperson, told a press conference in September 2025.
China stands ready to work with Russia and other Arctic states as well as interested countries to strengthen international cooperation on the building and operation of basic infrastructure along Arctic shipping routes and jointly advance the development and exploration of the routes and protect the environment there, Lin said.
。公司于8月30日至9月8日通过电话会议等方式接受创金合信基金、东方红资产、建信养老等多家机构调研。经营方面，岱勒新材在接受机构调研时介绍，上半年公司实现营业收入2.76亿元，同比增加173%；实现归属于上市公司股东的净利润4,136万元，较上年同期大幅度增长，业绩增长的主要因素是产能的提升。
二 | 2021年公司通过加大研发力度完成了设备的技术改造和生产艺的技术提升，在行业需求快速增长的情况下公司产品在市场端的表现得到了客户高度认可，快速增长的产能顺利得到释放。粗线产能方面，岱勒新材在接受机构调研时称，公司粗线主要是用于蓝宝石切片、硅的开方截断、磁材切片等。目前蓝宝石下游需求暂时还没有出现新的爆发式需求增长点，一直比较稳定；在开方截断产品方面，公司除了有直线性产品外，还有新的环形线产品。公司目前在粗线方面还有一定的产能空间，也具备快速提升产能的条件，后续行业如有爆发性需求，公司将会较短的时间内实现扩产计划。关于金刚线的价格，岱勒新材在接受机构调研时表示，目前行业内大部分金刚线企业都先后公布了扩产计划，且规模增长幅度均比较大，但公司认为未来并不一定会出现大家想象的价格战，首先，扩产需要一个过程，产能释放也需要一个过程，部分企业已明确在分期实施，在此过程中下游硅片加工端的产能增速很关键；其次，扩产的产能能否形成销量，要看产品品质及客户端的应用表现能否及时转化成订单；从客户端成本来看，目前产品价格已降至40元/公里左右，金刚线成本在硅片成本中的占比已非常低，成本敏感系数并不高，但金刚线又属于关键性材料。未来客户更看重的是金刚线企业的产能规模、品质的稳定性、新产品的技术升级能力。综上，公司偏向于认为未来价格趋势变化不会有太大的波动。
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