突袭全球造船业！日本砸万亿，2035年20%份额是梦还是杀招？

Core Viewpoint - Japan's ruling Liberal Democratic Party aims to increase the country's shipbuilding industry global market share to 20% by 2035, supported by a government-led 1 trillion yen special fund [1] Group 1: Government Initiatives - The 1 trillion yen fund will focus on three key areas: modernization of shipyard equipment, construction of automated production lines, and research and development of new energy ship technologies such as liquefied hydrogen transport vessels [1] - The plan is expected to be included in the supplementary budget for the fiscal year 2025, marking the largest investment in Japan's shipbuilding industry in decades [1] Group 2: Industry Challenges - Japan's shipbuilding revival plan faces significant challenges, including South Korea's dominance in high-end LNG ship orders, which account for over 70% of the market, and a single ship gross margin exceeding 12%, far surpassing Japan's conventional ship profitability [4] - Structural issues such as high labor costs and over-reliance on domestic orders remain unresolved, making it difficult to achieve the target of doubling market share [4] Group 3: Industry Collaboration and Future Outlook - Seventeen companies, including Imabari Shipbuilding, have raised 350 billion yen, indicating industry collaboration towards transformation [1] - Experts suggest that breakthroughs in new energy transport ship technology could be a potential opportunity, but maintaining Japan's global third position and consolidating niche advantages may be more realistic given South Korea's established advantages [5] - Japan and the U.S. are preparing a joint shipbuilding revitalization fund to explore international collaboration, though the effectiveness of this initiative remains to be seen [5]