2 1 Shi Ji Jing Ji Bao Dao·2026-02-26 14:14Core Viewpoint - Liu Qiangdong has invested 5 billion yuan to enter the yacht industry, identifying a significant market gap in China's high-end yacht manufacturing sector [1][2]. Group 1: Market Opportunity - China's yacht ownership is drastically lower than that of the United States, with only 12,000 yachts compared to 13 million in the U.S., indicating a vast market potential [2]. - Liu Qiangdong perceives the yacht industry as the last high-end void in China's industrial landscape, with over 90% of the global high-end yacht market dominated by established European manufacturers [1][2]. Group 2: Investment Strategy - The investment will not merely focus on acquiring shipyards but aims for a comprehensive industry chain layout, replicating the supply chain and scale strategies used in JD.com [3][4]. - Liu has signed agreements with the Zhuhai government to establish a modern, intelligent yacht manufacturing base, and plans to set up a headquarters in Shenzhen, along with various supporting facilities [4]. Group 3: Future Vision - Liu Qiangdong envisions producing electric yachts priced at 100,000 yuan, making them accessible to the average worker, although this goal is long-term due to current reliance on imported components [5]. - The investment also aims to enhance China's marine culture and infrastructure, addressing the current inadequacies in yacht facilities and services [5]. Group 4: Initial Success - Liu has already received orders for five large yachts, each averaging 60 million euros, indicating initial traction in the high-end market while planning to gradually penetrate the mass market [6].