船舶制造：船舶制造是国家综合实力的重要象征之一，我国船舶制造业全球遥遥领先

Investment Rating - The report indicates a strong investment outlook for the shipbuilding industry, highlighting its global leadership and growth potential in various segments [1][5]. Core Insights - The shipbuilding industry is crucial for international trade, with approximately 90% of global trade goods transported by ships, and it plays a significant role in national defense and economic growth [1]. - Future trends in the shipbuilding industry include a focus on green technology, smart manufacturing, high-end products, and international collaboration to enhance competitiveness [2]. - The global shipbuilding market is showing signs of recovery, with key metrics such as completed shipbuilding volume, new orders, and backlog orders all on the rise [3][5]. Industry Overview - The shipbuilding industry is a vital sector that supports global trade and national security, involving advanced technologies that drive innovation and economic growth [1]. - The industry is expected to increasingly prioritize environmental sustainability, technological advancements, and high-value ship types in response to market demands [2]. Global Shipbuilding Market Recovery - Since the financial crisis in 2008, the global shipbuilding industry has faced challenges, but recent data shows a recovery with completed shipbuilding volume reaching 84.25 million deadweight tons in 2023, and new orders at 106.91 million deadweight tons [3][4]. - The backlog of orders has also increased, indicating a positive trend for the industry [3]. China's Shipbuilding Dominance - In 2023, China led the world in shipbuilding with completed shipbuilding volume of 42.32 million deadweight tons, new orders of 71.20 million deadweight tons, and a backlog of 139.39 million deadweight tons, marking significant year-on-year growth [5]. - China's shipbuilding industry accounted for 50.2% of global completed shipbuilding volume, 66.6% of new orders, and 55.0% of backlog orders, solidifying its position as the world's largest shipbuilding nation for 14 consecutive years [5].