韩船企全球市场份额降至18%

Core Insights - The global shipbuilding market continues to face a downturn, with South Korean shipbuilders' market share dropping to 18% in October, while Chinese shipbuilders dominate with a 73% share [1] Group 1: Market Performance - In October, global new ship orders totaled 2.91 million compensated gross tons (CGT) across 118 vessels, representing a year-on-year decrease of 38% and a month-on-month decline of 33% [1] - From January to October, total new ship orders reached 37.89 million CGT (1,392 vessels), down 43% year-on-year [1] - As of the end of October, the global order backlog stood at 167.79 million CGT, with South Korea holding 34.28 million CGT (20%) and China 101.96 million CGT (61%) [1] Group 2: Company Performance - South Korean shipbuilders secured only 9 vessels totaling 520,000 CGT in October, while Chinese shipbuilders captured 98 vessels totaling 2.13 million CGT [1] - For the year-to-date, South Korean shipbuilders have taken on 8.06 million CGT (182 vessels), accounting for 21% of the market, compared to China's 22.39 million CGT (895 vessels) at 59% [1] - Compared to last year, South Korea's backlog decreased by 3.46 million CGT, while China's backlog increased by 8.24 million CGT [1] Group 3: Pricing Trends - The new ship price index (NPI) in October was 184.87, a slight decrease from the previous month’s 185.58 [1] - Key ship prices included $248 million for liquefied natural gas (LNG) carriers, $126 million for very large crude carriers (VLCC), and $266.5 million for ultra-large container ships in the 22,000 to 24,000 TEU range [1]