中国造船业碾压优势！全球55.7%产能对决美国0.1%，造舰竞赛差距已拉开。

Group 1: Capacity and Scale - The disparity in capacity is a direct reflection of the differences between the shipbuilding industries of China and the United States, with China having over 75 large shipyards and an annual capacity of 23.25 million tons, while the US capacity is only about 100,000 tons [2] - China has 56 docks capable of handling ships over 100,000 tons and over 30 docks for ships over 300,000 tons, whereas the US delivered only 28 new ships in 2024, accounting for less than 0.1% of the global total [2] - The speed of shipbuilding is significantly faster in China, with the Chinese Navy's 052D series destroyers seeing 40 vessels commissioned over ten years, compared to only 14 US Burke-class destroyers in the same period [2] Group 2: Cost and Efficiency - China's shipbuilding industry benefits from a cost advantage, with new ship prices in the US being up to six times higher than those in China; for example, a 3,600 TEU LNG dual-fuel container ship costs $333 million in the US compared to $55 million in China [4] - Efficiency improvements in China have led to significant reductions in construction time, with Jiangnan Shipyard reducing the build time for large container ships from 28 months to 13 months, while US shipyards take 40%-60% longer for similar vessels [4] Group 3: Technological Innovation - China has achieved comprehensive breakthroughs in technology, being the only country capable of building aircraft carriers, large LNG carriers, and large cruise ships simultaneously, marking a shift from scale leadership to technological leadership [6] - By the end of 2024, China holds 77.4% of the global orders for very large crude carriers (VLCC) and 91.6% for container ships over 17,000 TEU, while also securing a significant order for 24 of the world's largest LNG carriers [6] Group 4: Supporting Infrastructure - The completeness of the supporting system is a fundamental reason for the disparity between the shipbuilding industries of China and the US, with China having a fully established shipbuilding support system that reduces reliance on foreign imports [6] - In contrast, the US shipbuilding industry suffers from a low domestic production rate of only 41% for ship components, heavily relying on imports, which exacerbates its industrial decline [6] Group 5: Industrial Competitiveness - The gap between the shipbuilding industries of China and the US is fundamentally a difference in the completeness of industrial systems and competitiveness, with China's advantages stemming from a complete industrial system, continuous technological innovation, scale effects, and market vitality [8] - The strength of the shipbuilding industry directly influences the potential for maritime power development, with China currently holding over 60% of new ship orders globally, countering US attempts to limit China's shipbuilding industry through trade restrictions [9]