航海装备Ⅱ行业事件点评报告：8月份船舶新签订单高增，坚定看好造船产业投资机会

Investment Rating - The industry investment rating is maintained at "Overweight" [2] Core Insights - In August, global new ship orders reached 106 vessels and 3.87 million CGT, showing a year-on-year increase of 27% and a month-on-month increase of 63%. China secured 95 vessels and 3.47 million CGT, achieving a 90% market share [2] - China's shipbuilding orders remain the highest globally, with a total of 1,015 new ship orders and 28.22 million CGT in the first eight months of the year, reflecting a year-on-year increase of 53% and a market share of 67% [2] - New ship prices continued to rise in August, with the newbuilding price index reaching 189.2 points, a year-on-year increase of 9% and a 49% increase compared to the same period in 2020 [2] - The demand for VLCC vessels is strong, with a significant recovery in the global VLCC newbuilding market, and Chinese shipyards are favored by many well-known shipowners [2] - The long-term outlook for China's shipbuilding industry remains positive, with related companies expected to benefit from increased ship demand and upgrades [2] Summary by Sections Industry Performance - The shipbuilding industry has shown a significant increase in new orders, with a total of 1,454 vessels and 42.07 million CGT ordered globally, marking a year-on-year increase of 30% [2] - China's hand-held order volume reached 77.15 million CGT, a year-on-year increase of 15.78 million CGT, maintaining a 54% market share [2] Price Trends - The price of new ships has been on an upward trend, with specific vessel types like LNG carriers and VLCCs showing notable price increases [2] Market Outlook - The report suggests that the shipbuilding industry will maintain a high level of prosperity in the medium to long term, with a focus on companies such as China Shipbuilding, China Heavy Industry, and others [2]