Sou Hu Cai Jing·2025-12-23 10:26Group 1 - The global cruise industry is entering an unprecedented long-term expansion phase, with 76 ships on order valued at $82.4 billion, with delivery plans extending to 2036 [1] - The peak delivery period is expected between 2025 and 2028, with annual investments ranging from $10 billion to $11.3 billion [1] - Despite a slowdown in delivery pace after 2028, orders are projected to continue steadily until 2036 [1] Group 2 - Four major cruise groups dominate over 80% of the global order volume, with Norwegian Cruise Line Holdings (NCLH) leading with 16 ships valued at $19 billion [2] - MSC Cruises follows with 11 confirmed ships and potential additional orders, totaling $15.4 billion, and is expected to rise to the top position [2] - Royal Caribbean Group and Carnival Corporation each have 11 and 8 ships on order, valued at $14 billion and $11.3 billion respectively, focusing on innovation and sustainability [2] Group 3 - The new generation of cruise ships emphasizes sustainability and operational efficiency rather than just size, incorporating LNG dual-fuel power, shore power systems for zero emissions at port, advanced energy management, AI scheduling, and enhanced digital passenger experiences [2]