CSSC Holdings(SH:600150) Yang Guang Wang·2026-02-02 01:09Core Insights - China's shipbuilding industry is projected to maintain its global leadership in three key metrics by 2025, marking 16 consecutive years at the top of the world rankings [1] - The integration of new technologies, particularly artificial intelligence, is significantly enhancing the efficiency and quality of shipbuilding processes [2][3] Group 1: Industry Performance Metrics - By 2025, China's shipbuilding completion volume is expected to reach 53.69 million deadweight tons, representing a year-on-year increase of 11.4% and accounting for 56.1% of the global market [1] - New orders are projected to total 107.82 million deadweight tons, capturing 69% of the global market [1] - The backlog of orders is anticipated to reach 27.442 million deadweight tons, a 31.5% increase year-on-year, representing 66.8% of the global market and setting a historical high [1] Group 2: Technological Advancements - The Chinese shipbuilding industry is undergoing rapid intelligent transformation, with significant improvements in production efficiency attributed to AI technologies [2][3] - The construction of the second domestically produced large cruise ship, "Aida Huacheng," has progressed over 91%, with the construction cycle shortened by nearly 8 months due to intelligent transformation [2] - AI-driven logistics have increased warehouse space utilization by 200% and improved efficiency in material handling by 50% [2] - AI has enabled a 25% increase in production capacity by optimizing production scheduling compared to traditional methods [3]