连获超30艘订单！国有船企订单井喷捷报频传

Core Insights - Dalian Shipbuilding has secured over 30 new ship orders from domestic and international shipowners, including container ships, oil tankers, and bulk carriers, indicating a strong operational performance [2][8]. Group 1: Container Ship Orders - Dalian Shipbuilding signed a contract with Vietnam's Hai An Green Shipping Company for 2+2 units of 7100 TEU container ships, marking a significant order in the container ship segment [3]. - The total order for 7100 TEU container ships has reached 14 units, showcasing Dalian Shipbuilding's capability for efficient mass production of medium to large container vessels [3]. - Notable shipowners such as Danoas from Greece and Asiatic Lloyd from Germany have placed orders for 7100 TEU container ships, with Danoas's vessels set for delivery in 2027 [3][4]. Group 2: LNG Dual-Fuel Container Ships - Dalian Shipbuilding has secured an order for 10 LNG dual-fuel 22000 TEU ultra-large container ships from French shipping giant CMA CGM, further solidifying its leadership in the clean energy vessel sector [6]. - The total value of this order is projected to reach $2.1 billion (approximately 14.94 billion RMB), with the first six vessels scheduled for delivery between 2027 and 2028 [6]. Group 3: Oil and Bulk Carrier Orders - Dalian Shipbuilding has also signed contracts for various oil and bulk carriers, including 2 units of 110,000-ton product oil/crude oil tankers and 6 units of 307,000-ton crude oil tankers, reflecting its traditional strengths in these markets [8][10]. - The total transaction value for the 6 VLCCs ordered by COSCO Shipping Development is approximately 5.0858 billion RMB, with the first vessel expected to be delivered in April 2027 [14]. Group 4: Domestic Market Developments - All recent contracts with domestic shipowners are denominated in RMB, indicating an increase in China's shipbuilding industry's bargaining power and promoting diversified settlement methods [15]. - Dalian Shipbuilding's production lines are fully booked until 2029-2030, demonstrating its robust order backlog and competitive strength in the global market [15].