我国造船产业新接订单量领跑全球 部分船企订单已排至2029年

Industry Overview - China's shipbuilding industry demonstrates strong market resilience and competitiveness amid complex global trade conditions, maintaining the largest market share in new orders globally for the first four months of the year [1] - Many shipbuilding companies have full order books, with production schedules extending several years into the future [1] Company Performance - Dalian Zhongyuan Shipping Kawasaki Shipbuilding Co., Ltd. reported a 58% year-on-year increase in ship delivery volume, planning to deliver a total of 12 ships this year, with overall operational volume increasing by 10%-15% annually [5] - The company received new orders for 9 container ships with a total deadweight of approximately 166.7 million tons, marking a 195% increase year-on-year [5] - The company’s two docks are operating efficiently, with orders scheduled until the first half of 2029 [7] Market Data - According to the China Shipbuilding Industry Association, from January to April 2025, China's completed shipbuilding volume, new orders, and hand-held orders reached 15.32 million deadweight tons, 30.69 million deadweight tons, and 229.78 million deadweight tons, respectively, accounting for 49.9%, 67.6%, and 64.3% of the global market share [7] - The global shipyard capacity remains tight, and the periodic renewal demand of the existing fleet is expected to sustain the shipbuilding industry's favorable cycle [7] Future Outlook - Hengli Shipbuilding (Dalian) Co., Ltd. has approximately 170 ships on order, primarily from European clients, with orders extending to 2029 [9] - Analysts note that the aging global fleet and recent environmental regulations from the EU and the International Maritime Organization (IMO) are accelerating the replacement of vessels [11] - The short-term impact of the US 301 investigation is acknowledged, but it is not expected to hinder the long-term competitiveness of China's shipbuilding industry or the overall development trend of the global shipbuilding sector [11]