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| 本次论坛将围绕主题演讲内容展开，探讨其对在亚洲及通过亚洲运营的船东、运营商、贸易商、金融机构和保险公司的实际影响
Key discussion points include: |关键讨论点包括
- How the Hormuz crisis is reshaping vessel demand, voyage economics, and how long should the market expect these shifts to persist? 霍尔木兹危机如何改变船舶需求与航次经济性，市场应预期这些变化持续多久？
- Should the industry price the Cape of Good Hope routing as a permanent structural change? 行业是否应将好望角航线视为永久性结构变化来定价？
- How are legitimate shipowners and operators managing the growing compliance burden and competitive distortion created by parallel “dark” logistics networks? 合法船东和运营商如何应对日益增长的合规负担以及并行“影子”物流网络造成的竞争扭曲？
- How sustainable is the current war risk pricing environment, and what happens to tonnage and trade flows when insurance becomes prohibitively expensive? 当前战争风险定价环境的可持续性如何？当保险成本高得令人望而却步时，运力和贸易流向将发生什么变化？
- Is this a good time to be buying ships, or are today’s asset prices already pricing in disruption that may not last? 现在是购买船舶的好时机吗？还是当前的资产价格已经计入了可能不会持久的扰动？
- Will the current crisis accelerate or delay the energy transition in shipping? 当前的危机会加速还是延迟航运业的能源转型？
Programme : | 议程
1:00 – 1:30 PM | 下午1:00 – 1:30Registration and Networking | 签到与交流1:30 – 1:40 PM | 下午1:30 – 1:40Opening Remarks | 开幕致辞 [中国船东协会]CSA1:40 – 1:50 PM | 下午1:40 – 1:50Welcome Remarks | 欢迎致辞Waqas, CEO, LLI 首席执行官1:50 – 2:20 PM | 下午1:50 – 2:20Keynote Presentation 1 – Strait of Hormuz and Beyond: Risk, Disruption and Opportunity in the New Maritime Order Cichen Shen, APAC Editor, Lloyd’s List | 主题演讲一 – 霍尔木兹海峡及更远区域：新海事秩序下的风险、扰动与机遇 [沈慈晨，Lloyd’s List亚太区总编2:20 – 2:50 PM | 下午2:20 – 2:50Keynote Presentation 2 – Geopolitical Risk Management and Opportunities Forecast [Shipowner] | 主题演讲二 – 地缘政治风险管理与机遇展望 [船舶所有人代表]HSBC2:50 PM – 3:20 PM | 下午2:50 – 3:20Coffee Break | 茶歇3:20 PM – 3:50 PM |下午3:20 – 3:50Keynote Presentation 3 – Global Maritime Energy Trade Risk & Compliance from Banking perspective | 主题演讲三 - 银行视角下的全球海上能源贸易风险与合规 【银行代表】3:50 - 4:50 | 下午3:50 – 4:50Navigating the New Maritime Order: Risk, Strategy and Positioning for What Comes Next | 驶向新海事秩序：风险、策略与未来定位
5 PM | 下午5:00Closing remarks | 闭幕致辞00:00Networking reception | 开放交流
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