造船大周期驱动 东氩科技投资过亿转型海洋防污涂料｜新质衢州

Core Insights - The ship coating market is experiencing rapid growth driven by a new shipbuilding cycle, attracting numerous companies to enter the sector [1] - Dongya Technology is shifting its focus to marine antifouling coatings, leveraging local resources and opportunities in Quzhou [1][2] - The domestic ship coating market is expected to continue its positive growth trajectory, with local brands gradually entering high-end segments currently dominated by foreign companies [2] Company Developments - Dongya Technology plans to invest 109.03 million yuan to establish a production capacity of 10,000 tons of low VOCs high-performance coatings and 20,000 tons of high-end polymer polyester compounds [1] - The company collaborates with a research team from Zhejiang University, which has over 20 years of experience in marine antifouling coatings, to develop new technologies [2] - By 2029, Dongya Technology anticipates achieving a production value in the tens of billions of yuan [2] Industry Trends - The Chinese ship coating market was valued at nearly 10 billion yuan in 2023, with leading brands holding a market share of 95.62% [2] - The market is expected to maintain a strong growth trend, despite foreign brands currently holding approximately 80% of the high-end marine and industrial heavy-duty anti-corrosion coating market [2] - Industry leader Maijia Xincai has obtained certifications from multiple classification societies and is focusing on ship coatings as a key growth area for the coming years [3]