CSSC Holdings(SH:600150) Yang Shi Xin Wen·2026-02-01 01:32Core Insights - China's shipbuilding industry continues to lead globally, maintaining its position as the world's largest for 16 consecutive years, with significant growth in key metrics for 2025 [1][3] Group 1: Key Metrics - In 2025, China's shipbuilding completion volume is projected to reach 53.69 million deadweight tons, a year-on-year increase of 11.4%, accounting for 56.1% of the global market [1] - New orders are expected to total 107.82 million deadweight tons, representing 69% of the global market [1] - The order backlog is anticipated to be 27.442 million deadweight tons, a 31.5% increase year-on-year, making up 66.8% of the global market [1] Group 2: Industry Competitiveness - Six major Chinese shipbuilding companies rank among the top ten globally in terms of completion volume, new orders, and order backlog [3] - China leads the world in new orders for 16 out of 18 major ship types, indicating strong international competitiveness [3] Group 3: Technological Advancements - The shipbuilding industry is undergoing a significant transformation towards smart manufacturing, with AI technologies being integrated into various stages of ship construction [6] - The construction period for the second domestically produced large cruise ship has been reduced by nearly 8 months compared to the first ship, showcasing efficiency improvements [6] - AI-driven logistics and production scheduling have increased warehouse utilization by 200% and improved efficiency by 50% [10] - AI has enhanced production capacity by 25% by optimizing daily and workstation-specific production plans [11][13]