超4000亿新订单！意大利Fincantieri发布新五年规划

Core Viewpoint - Fincantieri has announced a long-term strategic plan focusing on expanding its business in defense, underwater equipment, and special vessels, with projected revenue growth and improved profitability by 2030 [1][2]. Group 1: Financial Projections - Fincantieri expects revenue to increase from an estimated €9 billion in 2025 to approximately €11 billion in 2028, reaching €12.5 billion by 2030 [2]. - The company anticipates a 90% increase in EBITDA by 2030, with net profit projected to reach €500 million (approximately $587 million) [1]. - The total order backlog is reported at €41 billion (approximately $48 billion), reflecting a 32% increase compared to the end of 2024 [1]. Group 2: Business Segments - The cruise business remains a key pillar for Fincantieri, holding over 49% market share, with 11 cruise orders secured in the first three quarters of the year [3]. - The defense shipbuilding sector is expected to become a major growth driver, with plans to double production capacity at Italian defense shipyards [3]. - Fincantieri has identified over €56 billion in potential business opportunities from 2026 to 2028, with approximately €23 billion assessed as medium to high probability [3]. Group 3: Strategic Initiatives - The company aims to enhance operational efficiency and optimize business structure to support revenue growth, particularly in the defense sector [2]. - Fincantieri plans to strengthen its global production system to capitalize on rapidly growing markets and maintain high order volumes [2]. - The newly established underwater equipment business segment is expected to double in size from €22 billion to €43 billion between 2026 and 2030 [3]. Group 4: Market Trends - The geopolitical environment is seen as a significant growth opportunity for defense shipbuilding, with global government ship orders projected to reach $2.93 trillion by 2030, an 18% increase from $2.47 trillion in 2025 [3]. - In the special marine engineering vessel sector, Fincantieri aims to maintain its global leadership, driven by demand for specialized vessels in energy and communication infrastructure [4].