以资本活水滋养海洋经济发展 江苏船舶海工产业强势领跑

Core Insights - High-tech shipbuilding and marine engineering equipment are crucial for the development of the marine economy, integrating advanced manufacturing, new material applications, and intelligent technologies, which are significant for safeguarding national maritime rights and ensuring strategic transport safety [1] Group 1: Industry Development - Jiangsu Province has included high-tech shipbuilding and marine engineering equipment in its "1650" industrial system during the 14th Five-Year Plan, aiming to accelerate the cultivation of leading advantages and competitive strengths in the industry [1] - By 2024, Jiangsu's marine production value is expected to exceed 1 trillion yuan, with the shipbuilding market share accounting for over 45% of the national total and over 25% globally, maintaining the top position in China for 16 consecutive years [1] - In 2025, companies in the sector have sufficient orders, with some extending to 2028 [1] Group 2: Capital Market Support - Jiangsu's regulatory bodies are combining supervision and service to enhance a financial service system that supports the "technology-industry-finance" cycle, encouraging marine enterprises to seize opportunities for growth [2] - In 2023, 15 Jiangsu enterprises listed on the A-share market, all belonging to strategic emerging industries, with private equity investments reaching 1,038 cases totaling 40.683 billion yuan [2] - The province's listed companies completed 116 mergers and acquisitions, accounting for 1/7 of the national total [2] Group 3: Cluster Advantages - Jiangsu's shipbuilding capacity is concentrated in three major bases: Nantong, Yangzhou, and Taizhou, which together account for over 80% of the province's shipbuilding capabilities [4] - Nantong has developed a comprehensive industrial ecosystem, with 440 enterprises and 43 listed companies, positioning the shipbuilding and marine engineering industry as a city hallmark [4] - By 2024, Nantong's shipbuilding and marine engineering output is projected to exceed 210 billion yuan, representing approximately 10% and 25% of the national total, respectively [4] Group 4: Innovation and Challenges - As of the end of 2024, Jiangsu is expected to have 786 specialized and innovative small and medium-sized enterprises in the marine sector, marking a 58.8% increase [6] - The province has made significant strides in LNG ships and high-end marine equipment, but still faces challenges in design independence and reliance on imported key components [6] - The shipbuilding industry is characterized by high technology and capital intensity, requiring stable long-term funding amidst fluctuating raw material prices and international trade uncertainties [6] Group 5: Policy and Reform - Recent reforms aim to enhance the attractiveness and inclusivity of the capital market, focusing on multi-dimensional equity financing and optimizing institutional and product supply [7] - Policies are designed to address obstacles in supporting high-quality technology enterprises, fostering self-reliance and the development of new marine productivity [7]