订单持续下滑！日本造船业市占率跌破10%

Group 1 - In June 2025, Japanese shipbuilders received a total of 23 orders amounting to 1.355 million GT, a decrease of 36.9% compared to 54 orders totaling 2.148 million GT in June 2024 [2] - From April to June 2025, the total number of orders received by Japanese shipbuilders was 55 vessels totaling 2.867 million GT, reflecting a year-on-year decline of 39.8% [2] - In the first half of 2025, Japanese shipbuilders secured a total of 94 orders amounting to 5.0232 million GT, representing a significant year-on-year decline of 68.1% [2] Group 2 - Despite strong global demand for new shipbuilding, Japanese shipyards are unable to take on more orders due to a lack of available shipbuilding slots [3] - Japanese shipbuilders' market share for new orders in the first half of 2025 was less than 10%, amid strong competition from Chinese and Korean shipbuilders [3] - As of the end of June 2025, Japanese shipbuilders had a backlog of 620 vessels totaling 29.99 million GT, which is sufficient to sustain approximately 3.5 years of production based on 2024 completion rates [3]