“即使美国征收港口费，中国造船厂依然比竞争对手更具优势”

Core Viewpoint - The ongoing port fee dispute between the U.S. and China has significant implications for the global shipping industry, with Chinese shipbuilding maintaining a competitive edge despite increased costs imposed by the U.S. [1][6] Group 1: Shipping Industry Dynamics - The Canadian shipping company Seaspan has expressed confidence in China's shipbuilding industry, having ordered over 170 vessels in the past four years, with 158 built by Chinese shipyards, totaling approximately $20.8 billion [1] - The shipping industry is transitioning towards low-emission fuels such as liquefied natural gas and methanol, with a focus on green methanol produced from renewable energy, which could further enhance China's competitive advantage [1][2] - China is the largest market in the shipping industry, accounting for about 31% of global shipping volume, while the U.S. accounts for only 12% [5] Group 2: Economic Indicators and Projections - The Chinese Ministry of Transport projects a 9.5% year-on-year growth in fixed asset investment in water and land transport for 2024, with cargo throughput expected to reach 1.76 billion tons and container throughput 33 million TEUs, reflecting growth rates of 4.7%, 3.7%, and 7% respectively [5] - From January to August, key shipping metrics in China continued to show growth, with year-on-year increases of 3.8%, 4.4%, and 6.3% [5] - China's shipbuilding industry maintains a leading global market share, with completed shipbuilding volume at 38.53 million deadweight tons, a 6.0% increase year-on-year, and a hand-held order volume of 242.24 million deadweight tons, up 25.3% [5] Group 3: Geopolitical Context - The U.S. has imposed additional port fees on Chinese vessels as part of a broader strategy to counter China's maritime dominance, but this has not significantly deterred shipping companies from ordering vessels from Chinese shipyards [6][7] - The Chinese government has responded with countermeasures, implementing special port fees on U.S. vessels starting October 14, emphasizing its commitment to protect its shipping and shipbuilding industries [6][7]