近15亿元！中远海特公布最新造船计划

Core Viewpoint - The company plans to invest in the construction of four 40,000-ton multi-purpose heavy-lift vessels to enhance its fleet and meet the growing demands of the wind power market [3][5][12]. Investment Details - The total investment for the four vessels amounts to 149,200 million RMB, with the first vessel expected to be delivered by June 2028 and the others by the end of February 2029 [3][9]. - The internal rate of return for this project is estimated at approximately 6.76%, with a static payback period of 11.8 years, indicating favorable economic benefits [7][13]. Market Context - The rapid development of the wind power market has significantly increased maritime transport demand, necessitating improvements in the scale and structure of the company's multi-purpose heavy-lift fleet [5][12]. - As one of the largest marine service providers for wind power equipment globally, the new vessels will enhance the fleet's suitability for cargo, supporting China's advanced manufacturing sector and ensuring the stability of the global renewable energy supply chain [5][12]. Company Background - The company, China Merchants Heavy Industry, operates a diverse fleet of over 200 specialized vessels, including semi-submersibles and multi-purpose heavy-lift ships, with a total deadweight tonnage of nearly 10 million [7][13]. - This order is part of a larger contract signed in December, which includes a total of 87 new vessels with a combined value of approximately 50 billion RMB, setting records for the highest single cooperation contract and cross-border RMB settlement in China's shipbuilding industry [7][13].