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美国造船业沉疴难愈,韩国承诺为其造船解困
Sou Hu Cai Jing·2025-08-28 15:42

Group 1 - The core idea revolves around South Korea's ambition to revitalize the struggling U.S. shipbuilding industry through strategic partnerships and investments, particularly highlighted by President Lee Jae-myung's visit to the Philadelphia shipyard [1][3] - South Korea's shipbuilding industry holds over 30% of the global market share, positioning it as a significant player compared to the U.S., which has dwindled to a mere 0.04% of the global merchant ship market [3][6] - The MASGA project aims to assist U.S. maritime security and shipbuilding revival, starting with less sensitive training vessels, which could ultimately enhance U.S. maritime capabilities [5][6] Group 2 - South Korea is investing $1.5 billion to construct five National Security Multi-Mission Vessels, each costing $300 million, which are designed for training but equipped with advanced facilities [6][8] - Hanwha Group's acquisition of the Philadelphia shipyard allows it to be the first South Korean company authorized to provide maintenance services for U.S. Navy vessels, establishing a foundation for deeper collaboration [8][11] - Legal barriers such as the Jones Act and the Burns-Tollefson Amendment pose significant challenges for foreign shipyards to engage in U.S. Navy shipbuilding, complicating South Korea's ambitions [9][11] Group 3 - Hanwha Group plans to invest $5 billion in infrastructure upgrades to increase the shipyard's annual output from fewer than 2 vessels to 20, indicating a strong commitment to enhancing U.S. shipbuilding capacity [11] - Despite the potential for collaboration, the U.S. Navy's core shipbuilding challenges, including delays in major vessels, remain largely unaddressed by foreign assistance, emphasizing the need for domestic reforms [8][11] - The U.S. shipbuilding industry faces deep-rooted issues such as a skilled labor shortage, aging infrastructure, and fragile supply chains, which cannot be resolved solely through foreign partnerships [11]