2艘36亿新单落地！造船巨头看好LNG船市场

Group 1 - HD Korea Shipbuilding & Marine Engineering has signed contracts for the construction of two large LNG carriers with a North American shipowner, with a total contract value of 741.2 billion KRW (approximately 507 million USD) [2] - The two LNG carriers are scheduled for delivery by December 2028 and will be built at HD Korea's shipyard in Samho [2] - The price per vessel is approximately 253 million USD, which is slightly higher than the current market price of around 248 million USD for a similar LNG carrier [2] Group 2 - With these new contracts, HD Korea's total orders for the year have reached 109 vessels, valued at 15.15 billion USD, achieving about 84% of its annual order target of 18.05 billion USD [3] - The company has received orders for various types of vessels, including 7 LNG carriers, 6 LNG bunkering ships, and 69 container ships [3] - The global LNG ship order volume has seen a significant decline of 82.9% year-on-year in the first half of the year, with only 18 LNG vessels ordered by the end of Q3 compared to 68 last year [3] Group 3 - The shipbuilding industry in South Korea anticipates increased demand for LNG vessels due to new regulations aimed at achieving zero carbon emissions and rising fossil fuel production in the U.S. [3] - A significant LNG terminal project, expected to be completed by 2029, will have a capacity of 52 MTPA, indicating a future demand for LNG carriers that may not be met by current orders [3] - HD Korea plans to deliver 23 LNG vessels in 2024 and 26 in 2025, aiming to maintain its leading position in the global LNG shipbuilding market [3] Group 4 - The company is optimistic about the growth of the LNG shipbuilding market in 2024, anticipating a demand for over 100 vessels due to recent approvals of LNG projects in the U.S. [4] - The increasing attention on LNG vessels is expected to positively impact the company's performance in the upcoming year [4]