“中国已转向研发下一代燃料船舶，日本落后了”

Core Viewpoint - China's shipbuilding industry is becoming a crucial partner for global shipowners in their transition to green development, raising concerns among Japanese counterparts about falling behind [1][3]. Group 1: Industry Developments - Japanese shipping industry representatives are calling for enhanced collaboration to tackle new technologies, focusing on the development of next-generation fuel-powered vessels such as hydrogen and ammonia [1][3]. - The establishment of the "Green Ship Planning and Design Center (GSC)" by Japanese shipbuilding and shipping companies aims to target the research and development of new green power vessels [1][3]. - Japan's shipbuilding industry is facing significant pressure from Chinese and South Korean competitors, leading to the exit of several large Japanese shipbuilding firms from the market [6]. Group 2: Market Trends - As of June this year, China has secured nearly 70% of global green ship orders, achieving full coverage of mainstream ship types, with over 80% of orders at Hudong-Zhonghua Shipbuilding being green vessels [7][8]. - By the end of 2024, China's market share of new orders for green power vessels is projected to reach 78.5%, maintaining over two-thirds in the first half of 2025 [7][8]. Group 3: Strategic Insights - The shift from traditional fuels to alternative fuels in the shipping industry is seen as an unstoppable trend, necessitating that Japanese shipbuilding companies prepare adequately [1][4]. - Historical lessons indicate that insufficient capital investment and technological development can lead to a loss of leadership in the shipbuilding sector, as seen in the UK's transition from coal to oil [4][6]. - Japan's reliance on imports for critical resources emphasizes the need for domestic shipbuilding capabilities to ensure economic security [6].