Chinese

Recent satellite imagery of a shipyard in northeastern China offers interesting new insights into the country’s next-generation submarine developments. The images notably show a pumpjet propulsor and other features worth examining on an example of what is generally described as a new class of nuclear-powered attack submarine, or SSN.

TWZ has obtained a new image taken on September 18 of the submarine in question, which is being built at the Bohai Shipyard in Huludao, from Vantor. Janes reported on this submarine earlier today, based on a separate Vantor image from September 1. The outlet also described the boat as a Type 095, a commonly used, but still unofficial designation. This is something we will come back to later on.

As mentioned, the pumpjet propulsor immediately stands out in both images. This is also understood to be a feature on the Type 093B nuclear-powered attack submarine, a significantly improved variation on that earlier design, which first emerged in the early 2020s. Compared to traditional exposed propellers and more basic shrouded types, pumpjets offer benefits for quieter operation and efficiencies, especially at higher submerged speeds.

The recent imagery also highlights the submarine’s X-shaped stern plane arrangement. This is not found on the Type 093B, which is considered to be something of a bridge between that class and the next-generation design. Broadly speaking, an X-shaped configuration offers advantages when it comes to enhanced maneuverability, efficiency, and safety, which can be particularly useful in littoral environments. It can also provide benefits when it comes to acoustic signature reductions across significant parts of the submarine’s operating envelope compared to the cruciform stern planes.

Another Chinese submarine design that emerged in 2024, currently referred to as the Type 041 or Zhou class, and that is understood to feature a hybrid nuclear/conventional propulsion system, also has an X-shaped stern configuration. The first known example of the Type 041 came to light after it appeared to have sunk in a shipyard.

An X-shaped stern arrangement also looks to be a feature on yet another new class of submarine that appeared at the JN (Jiangnan) Shipyard in Shanghai earlier this year. Initial reports also suggested that the design lacked a traditional sail. However, it has been confirmed that it has a sail, but that is very small proportionally to the overall size of the boat. Truncated sails can offer performance and other advantages, but there are trade-offs.

The image of the submarine that Janes obtained also notably shows an open rectangular-shaped section aft of the sail. The September 18 image that we received from Vantor shows a structure placed over that section of that submarine, obscuring ongoing work on that part of the boat. The Type 095 is widely expected to feature some type of vertical launch system (VLS) array able to accommodate a variety of anti-ship and land-attack cruise missiles, as well as potentially hypersonic types. The Type 095 is also sometimes referred to as a guided missile submarine, or SSGN, as a result. The open area seen in the September 1 shot could be where the VLS array is set to be fitted. It might also provide access to the reactor compartment or another area of the submarine.

Interestingly, the September 18 image also shows what look to be at least two relatively large circular openings, side-by-side, at the bow end of the submarine in front of the sail, the purpose of which is not immediately clear. There is a possibility these could also be for vertically launching munitions or other payloads. As a point of comparison, U.S. Virginia class nuclear attack submarines, starting with the Block III version, have two large-diameter Virginia Payload Tubes (VPT), one in front of the other, in the bow in front of their sails. At the same time, the openings on the submarine in Huludao also appear to be in a position that is very close to where the submarine’s main sonar array would be installed, and they could be tied to that aspect of the design, too.

“I think it’s too early to be sure about the VLS configuration from publicly available imagery. I realize people assume the large rectangular space halfway behind the sail is the VLS, but I am not sure this is the case and I’d caution to jump to conclusions. The space could also be related to work on the reactor compartment,” Alex Luck, a naval analyst who closely tracks submarine and Chinese navy developments, told TWZ. “With Type 093B, the VLS after launch was initially covered with a tarp, and then the installed launchers were readily visible quite quickly during the fitting-out process. The work process may change with these newer boats, but the different appearance during launch and fitting out needs to be considered in that regard.”

“I do expect Type 095 to have a VLS of some sort, but I am not sure as of yet what the configuration would look like, or where exactly it is located,” he added.

The bigger outstanding question may be exactly what type of submarine is currently being built now at the Bohai Shipyard. Based on a review of additional imagery from Planet Labs’ archive, the boat appears to be around 394 feet (120 meters) long. When the first example of what was assessed to be a Type 095 emerged in Huludao in February, it was estimated to have a length of roughly 361 feet (110 meters). The ‘small sail’ design that broke cover earlier this year in Shanghai is also estimated to be some 394 feet/120 meters long based on available imagery, but also looks to be narrower than the boat presumed to be a Type 095 in February.

“One significant question is the nature and difference between the boat launched by Bohai in February, and the two newer hulls launched in late May/early June both by Bohai and at Jiangnan in Shanghai,” Luck, the naval analyst, also told TWZ. “Specifically, we do not quite know whether they are for different operational roles, or rather a two step development for one final configuration of a new SSN. I think the latter is at least plausible.”

“A related question then is what boat we are looking at now with the new imagery, i.e. the February boat or the newer hull Bohai had launched,” he continued. “Without exact and reliable measurements that question for now is unresolved in the public discourse. For now we need more, and more detailed imagery, including of the different boats together, to clarify these aspects.”

“This [September 1] image reinforces my impression that the boat launched in February may have been a one off not including the full spec featured on the notional 095A launched by Bohai and Jiangnan in late May. We’ve already seen both versions side by side in Bohai,” Luck also wrote on X after Janes‘ published its report.

Regardless, the emergence in recent years of so many new, more modern submarines, and across what appear to be several distinct classes, is significant. It is no secret that China’s People’s Liberation Army Navy (PLAN) is working to significantly expand the size and capabilities of its submarine force with a clear eye toward extending operations further and further out in the Pacific, at least. In the past, U.S. officials have publicly said the overall quality of newer Chinese submarines has been getting closer in parity to American designs.

“The PLA Navy is executing a significant strategic shift from diesel-electric to all-nuclear construction, representing a fundamental departure from historical construction patterns,” U.S. Navy Rear Adm. Mike Brookes, head of the Office of Naval Intelligence, wrote in prepared remarks ahead of a hearing before members of the U.S.-China Economic and Security Review Commission in March.

In particular, the Type 095, as well as the new Type 096 nuclear-powered ballistic missile submarine, “represent next-generation platforms expected to enter service during the late 2020s through 2030s,” Brookes also wrote at that time. “These submarines will incorporate substantial advancements in nuclear reactor design, sensor performance, weapons integration, and noise quieting technologies.”

Submarine modernization efforts are just one aspect of a larger effort by the PLAN to expand its capabilities above and below the waves. Chinese shipyards have also been producing ever-more capable aircraft carriers, amphibious assault ships, destroyers, frigates, and more in recent years, as well. The pace of China’s construction of new surface ships and submarines has also been growing, creating a particularly significant and still-widening disparity in this regard with the U.S. Navy. This is something that has become increasingly concerning, as TWZ routinely highlights.

Work in Huludao, as well as shipyards elsewhere in China, is certainly already revealing interesting new insights into China’s next-generation submarine efforts.

Contact the author: joe@twz.com

Published on 09/09/2026 – 19:07 GMT+2•Updated
21:09

The European Commission unveiled on Wednesday a legislative proposal allowing EU public authorities to favour European companies in public procurement for key public services such as energy, water, railways, ports, airports and postal services.

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The move comes as European policymakers seek to shield the bloc’s market from China amid heated trade negotiations, as the EU grapples with a trade deficit with Beijing of roughly €1 billion a day.

Public procurement markets in Europe represent €2 trillion every year — 15% of Europe’s GDP.

“Public money must serve our collective interests,” Commission Vice-President Stéphane Séjourné said on Wednesday. “A public buyer will be able to organise his European preference and to exclude operators coming from countries with which we do not agree on public markets, both on the basis of the nationality of the company or on the base of the origin of the products.”

Under the Commission’s proposal, EU public authorities will be able to exclude non-European companies from public contracts when they come from countries that do not allow Europeans access to their own public procurement markets.

“A municipality will be very clearly able to exclude a Chinese company or a European company that offers Chinese products,” Séjourné added. “It will also be able to give more points and more visibility in his offer to European offers compared to competition offers.”

Swift reaction from China

The Commission proposes that at least 30% of the evaluation of supplies for public procurement rely on quality criteria and not only on price, which will also hit low-cost Chinese products.

“The new standard is the best quality-price ratio, and not just the price,” Séjourné said. “Our choices must also be able to meet social and environmental demands, but also sovereignty.”

The legislation, which still has to be adopted by the EU co-legislators — the European Parliament and the EU Council — prompted a swift reaction from China. In a statement released after the commission’s announcement, China’s Chamber of Commerce to the EU said that such a European preference could “distort a level playing field” for Chinese companies participating in the European public procurement market.

“Public procurement should not discriminate against suppliers or goods on the basis of the supplier’s nationality or the country of origin of the goods.”

In March, another proposal creating a European preference in EU strategic sectors such as green tech, cars and energy-intensive industries also prompted Chinese ire, with Beijing threatening to retaliate.

EU Trade Commissioner Maroš Šefčovič will travel to China in early October, hoping to reach a political deal with Beijing to rebalance the trade relationship with the EU.

Published on 09/09/2026 – 19:07 GMT+2•Updated
19:09

The European Commission unveiled on Wednesday a legislative proposal allowing EU public authorities to favour European companies in public procurement for key public services such as energy, water, railways, ports, airports and postal services.

ADVERTISEMENT

ADVERTISEMENT

The move comes as European policymakers seek to shield the bloc’s market from China amid heated trade negotiations, as the EU grapples with a trade deficit with Beijing of roughly €1 billion a day.

Public procurement markets in Europe represent €2 trillion every year — 15% of Europe’s GDP.

“Public money must serve our collective interests,” Commission Vice-President Stéphane Séjourné said on Wednesday. “A public buyer will be able to organise his European preference and to exclude operators coming from countries with which we do not agree on public markets, both on the basis of the nationality of the company or on the base of the origin of the products.”

Under the Commission’s proposal, EU public authorities will be able to exclude non-European companies from public contracts when they come from countries that do not allow Europeans access to their own public procurement markets.

“A municipality will be very clearly able to exclude a Chinese company or a European company that offers Chinese products,” Séjourné added. “It will also be able to give more points and more visibility in his offer to European offers compared to competition offers.”

Swift reaction from China

The Commission proposes that at least 30% of the evaluation of supplies for public procurement rely on quality criteria and not only on price, which will also hit low-cost Chinese products.

“The new standard is the best quality-price ratio, and not just the price,” Séjourné said. “Our choices must also be able to meet social and environmental demands, but also sovereignty.”

The legislation, which still has to be adopted by the EU co-legislators — the European Parliament and the EU Council — prompted a swift reaction from China. In a statement released after the commission’s announcement, China’s Chamber of Commerce to the EU said that such a European preference could “distort a level playing field” for Chinese companies participating in the European public procurement market.

“Public procurement should not discriminate against suppliers or goods on the basis of the supplier’s nationality or the country of origin of the goods.”

In March, another proposal creating a European preference in EU strategic sectors such as green tech, cars and energy-intensive industries also prompted Chinese ire, with Beijing threatening to retaliate.

EU Trade Commissioner Maroš Šefčovič will travel to China in early October, hoping to reach a political deal with Beijing to rebalance the trade relationship with the EU.

Chinese state-run shipping company COSCO has been using concealed systems on its vessels to gather signals intelligence around North American, European, and Asian coastlines for decades, it has been alleged. Similar claims have been made in the past, and overlap between nominally civilian enterprises in China and the country’s military and intelligence services is well established at this point.

Reuters first reported on the use of COSCO ships as discrete signals intelligence platforms earlier today, citing two unnamed officials within President Donald Trump’s administration.

“The officials, who spoke on condition of anonymity to discuss the U.S. assessment of the Chinese program, said COSCO has a decades-long intelligence-collection partnership with Beijing,” according to the report. “The arrangement allows China to collect communication signals from vessels ​and aircraft operating across Europe, North America and Asia, they said.”

It is worth noting here that China’s National Intelligence Law, enacted in 2017, includes a specific provision that requires all organizations and citizens within the country to support state intelligence work as required. It also obligates the state to protect entities that do so.

“The advanced equipment aboard the ships is intended to enable China ​to gather information about ‘military communications technologies and encryption developments,’ one of the officials said,” Reuters‘ story today added. “The officials did not detail the type of equipment COSCO ships were allegedly using, but said they were ‘sophisticated signals intelligence collection’ platforms, not routine communications hardware.”

Officials at the Chinese Embassy in Washington, D.C., unsurprisingly denied these assertions, according to that outlet.

Purpose-built signals intelligence suites can range widely in size and shape, as can their capabilities. They can be very small and basic or far more elaborate systems. Even the latter could be concealed as modern commercial ships, which already feature lots of antennas.

What might happen to intelligence collected by the ships is unknown. At the very least, systems onboard could record the data, which could then be batched out when safe to do so, either physically or via transmission. Basic passive signals suites can also run autonomously, or even be controlled from anywhere in the world if the ship is connected via satellite communications (SATCOM). High-bandwidth SATCOM is very common now on ships around the globe.

Personnel on the ship could also operate the systems, and even process receptions of interest. It might be possible to fit the ships with suitable datalinks to then transmit the collected data in near-real-time to other nodes, including ones back in China, for further analysis and exploitation.

Reuters‘ sources said scooping up data on “military communications technologies and encryption developments” was a priority for the commercial vessels turned spy ships. Signals intelligence can take many other forms, from emissions from radars to communications chatter. Depending on what is collected and how, specialists can use that information to glean details about how systems function, as well as insights into standard operating procedures and other details. This is especially true when multiple forms of intelligence are fused together. Generally speaking, signals intelligence is routinely used to help build out so-called ‘electronic orders of battle’ detailing the disposition and capabilities of an opponent’s forces, especially air defense and command and control networks. Fusing multiple forms

As mentioned, this is not the first time claims in this general vein have emerged, either. At least some evidence has been presented in the past, through open-source analysis. Reuters‘ sources directed that outlet to a report published last year by the China Maritime Studies Institute at the U.S. Naval War College exploring exactly this topic in relation to China’s quasi-military maritime militia. The maritime militia is made up of ostensibly civilian fishing fleets, but has direct ties to the People’s Liberation Army (PLA) and the Chinese Coast Guard. It is routinely used to harass and intimidate foreign vessels in disputed waters, especially in the South China Sea.

“Undergirding these operations is a cadre of maritime militia intelligence specialists called ‘information personnel.’ Information personnel are organized into force contingents that support operational militia forces,” according to that report. “Most have day jobs in the fishing industry, but many hale [sic; hail] from other sectors, including marine shipping and even maritime law enforcement units.”

“It is more likely than not that PRC [People’s Republic of China] vessels operating overseas have already begun embarking information personnel to serve intelligence collection and reporting functions. In the case of China’s fishing fleet, serving this foreign intelligence collection function could be as simple as adding a new duty to the ‘information personnel’ that already embark aboard some distant-water fishing vessels,” that report added. “Aside from their primary responsibilities of tallying and reporting production numbers, serving as experts on international and national fisheries regulations that affect their work, and handling interactions with foreign officials while at sea and in port, they might also be tasked with collecting and reporting military and political intelligence while operating overseas.”

“Similar processes may already be in place in the commercial shipping industry,” it continued. “For instance, Guangxi province’s Beihai city has built up its ranks of maritime intelligence specialists by recruiting from among marine shipping personnel.”

No explicit mention is made in the report about signals intelligence gathering.

In the past year or so, there have been multiple reports that Russia is also using its so-called ‘shadow fleet’ of oil tanker ships in a secondary role as intelligence-gathering platforms. The primary job of those vessels is to help the Kremlin evade sanctions.

There is other tangential evidence that also lends credence to today’s report from Reuters. As mentioned, in the midst of still mysterious drone swarms that harassed U.S. Navy ships off the coast of southern California back in 2019, U.S. authorities at least explored the possibility that a Hong Kong-flagged bulk carrier, the M/V Bass Strait, might have been a launch point. It remains unknown, at least publicly, whether the Bass Strait or another nearby ship might have been the source of the harassment, or if it came from somewhere else, potentially further away. TWZ was the first to report on this detail as part of a deeper investigation into these incidents, which came amid a spike in news about claimed sightings of what are now commonly referred to as unidentified aerial phenomena (UAP). We have been saying for years now that, while some UAP sightings do remain unexplained, many more are likely to have been drones (as well as balloons), which foreign governments could be using for intelligence gathering and other malign purposes.

It’s also worth noting here that intelligence collection from international waters and airspace is a practice that nation state armed forces and intelligence agencies globally, including those in the United States, engage in regularly with varying degrees of openness. Leveraging nominally civilian ships, as well as aircraft, for these purposes is hardly new.

Despite the official denials to the Reuters piece today, it would be hard to imagine Chinese authorities not making use of commercial ships for this purpose, if possible, given that major deepwater ports worldwide are often dual-purpose civilian/military facilities. Radar sites and other critical facilities are often positioned along or near coastlines. Cargo ships and tankers often pass by major exercises and under major military operating airspace, where they could scoop up critical data.

With commercial ships already plying their routes, this would also just offer the Chinese government ways to readily bolster maritime intelligence-gathering capacity at low cost and low risk. China’s commercial fleets dwarf any other on Earth, making their presence commonplace and providing many opportunities to hide these operations.

Shipyard in Snow

A 2021 report published through the U.S. National Geospatial-Intelligence Agency’s (NGA) Tearline Project also highlighted the possibility of Chinese-owned facilities at ports around the world being used for intelligence gathering or even for launching non-kinetic attacks, including electronic warfare jamming. It specifically noted how COSCO’s facility in Belgium’s Port of Zeebrugge is “in close proximity to a Belgian Naval Base and thus could fulfill additional militarized requirements.”

Concerns about land owned by Chinese companies and nationals being used to collect intelligence or for other purposes have become an increasingly hot topic of discussion in the United States in recent years.

Reuters‘ piece does not say what, if any, steps U.S. authorities have taken or may be planning to take now to monitor for or take more active countermeasures against Chinese-flagged ships being used for intelligence gathering, despite this being said to be a decades-old practice. The report does note that “the Pentagon put COSCO on its list of companies linked to China’s military in January 2025, a designation that carries serious reputational costs for companies ​as well as U.S. government procurement ​bans, but does not entail ⁠formal sanctions.”

Though no hard evidence has yet been provided, Chinese authorities using cargo ships as additional discreet signals intelligence-gathering assets is very plausible, and would certainly seem to be an issue that should be taken seriously, if it is not already being addressed.

Contact the author: joe@twz.com