中国头号造船大省：领先上海，8家船厂手持订单量跻身全球TOP30

Core Insights - China's shipbuilding industry is expected to maintain its global leadership position by 2025, with key metrics such as completed ship volume, new orders, and backlog orders ranking first in the world for 16 consecutive years [2][6][14] - In the first three quarters of this year, China's completed ship volume accounted for 53.8% of the global total, new orders for 67.3%, and backlog orders for 65.2% [2] - The total order value for new ships is projected to exceed $150 billion for the year, with a significant shift towards green ship orders, totaling 820 vessels worth 780 billion yuan, marking a historical high [2][12] Group 1: Regional Contributions - Five major provinces contribute significantly to national shipbuilding output, with Jiangsu leading, accounting for over 40% of the three key metrics [6][9] - Guangdong ranks fifth, with Guangzhou hosting 58 research institutions and a global leading market share in automotive roll-on/roll-off ships [4] - Zhejiang, Liaoning, and Shanghai also play crucial roles, with notable increases in output and order volumes [4][6] Group 2: Jiangsu's Dominance - Jiangsu's shipbuilding sector is robust, with a leading export scale and significant contributions from cities like Nantong and Taizhou [7][9] - The province's new orders reached 900 million deadweight tons, a 60% increase, with a strong focus on bulk carriers and roll-on/roll-off ships [7] - Jiangsu's shipyards are characterized by high order fulfillment rates, with an average delivery time of 2.8 days per vessel [11] Group 3: Future Outlook - The shipbuilding industry in China is projected to continue its strong momentum into 2025, with expected deliveries of 4.818 million deadweight tons, a 13% increase [14] - New orders are anticipated to rise by 58%, with a backlog of 20.872 million deadweight tons, reflecting a global market share of 55.7% and 63.1% respectively [14][16] - The industry is shifting towards green shipbuilding, with a focus on LNG dual-fuel vessels, indicating a strategic transition in response to global trends [12][18]