Group 1 - The global new shipbuilding market has seen a significant decline in order indicators this year, while China's shipbuilding industry continues to demonstrate strong resilience and competitiveness, maintaining a leading position in completion volume, new orders, and backlog orders [1] - From 2021, the global shipbuilding market experienced five years of continuous growth, entering a critical phase of the current "super cycle," influenced by geopolitical factors, decarbonization pathways, and industry capacity [1] - In the first half of the year, China's shipbuilding completion volume, new orders, and backlog orders accounted for 51.7%, 68.3%, and 64.9% of the global total, respectively, with ship export value also increasing by 18.6% year-on-year [1] Group 2 - China's shipbuilding industry achieved historical highs in backlog orders, new ship price index, and operating revenue in the first half of the year, with a total profit of 38.74 billion yuan, a year-on-year increase of 72.6%, and an operating profit margin of 9.71% [2] - The acceleration of green low-carbon initiatives is evident, with rapid growth in orders for LNG and methanol-powered ships, and breakthroughs in zero-carbon ship orders, achieving a 68.8% market share in new green ship orders [2] - It is projected that China's shipbuilding completion volume will be around 51 million deadweight tons in 2025, with new orders slightly declining compared to the previous year, while backlog orders will remain above 230 million deadweight tons [2]
上半年造船企业收入创历史新高 替代燃料船已成全球新造船市场主角
Di Yi Cai Jing·2025-09-17 09:49