Core Insights - Jiangsu is the largest province in China's shipbuilding and marine engineering industry, with ship exports reaching 104.22 billion yuan in the previous year, a year-on-year increase of 59%, ranking first in the country [1] - The delivery schedules for some Jiangsu shipyards have extended to 2030, indicating strong demand and growth in the sector [1] Group 1: Industry Performance - In 2024, Xinda Shipbuilding achieved a sales revenue of 16.068 billion yuan, a growth of 28% year-on-year, and ranked first globally in new orders [2] - Xinda Shipbuilding plans to deliver 30 vessels in 2025 and has a backlog of 162 vessels, totaling 23.05 million deadweight tons, with orders extending to 2029 [2] - Yangtze River Shipbuilding has a backlog extending to 2030, with 126 new orders in 2024 valued at approximately 14.6 billion USD, and a total backlog of 245 vessels worth about 24.4 billion USD [2] Group 2: Green Technology Adoption - The shift towards green technology is a key driver of Jiangsu's shipbuilding success, with clean energy vessel orders accounting for 74% of Yangtze River Shipbuilding's total order value [2][3] - Both Xinda Shipbuilding and Yangtze River Shipbuilding signed contracts for 24 LNG dual-fuel container ships with Hapag-Lloyd, valued at 28.5 billion yuan [3] Group 3: Smart Manufacturing Transformation - Jiangsu shipyards are enhancing their manufacturing capabilities through smart technology, improving efficiency by over 30% and reducing construction time for a Panama-type bulk carrier from two years to about eight months [5] - The Jiangsu government has initiated a three-year action plan to boost the competitiveness of the shipbuilding and marine engineering industry, focusing on smart manufacturing and digital transformation [5] Group 4: Resilient Supply Chain Development - Jiangsu has established a shipbuilding and marine engineering supply chain alliance to optimize collaboration and enhance the resilience of the industry [8] - The total order value for shipyards in Jingjiang exceeds 250 billion yuan, accounting for nearly one-fifth of the national total and over one-tenth of the global total [8] Group 5: Technological Innovation - The successful construction of the first domestically produced large luxury cruise ship, "Aida·Modu," marks a significant milestone for China's shipbuilding industry [7][9] - Nanjing Steel has played a crucial role in providing high-quality steel plates for the cruise ship, achieving precise control over thickness tolerance, which is essential for large luxury cruise ship construction [9]
订单排至2030年 江苏造船业锻造韧性产业链
Zheng Quan Shi Bao·2025-04-21 22:27