行业周报（2024年10月第2周）：新船造价指数环比持平，持续推荐船舶龙头

Investment Rating - The industry investment rating is "Positive" (maintained) [4][15] Core Viewpoints - The new ship price index remained flat week-on-week, positioned at a historical peak of 99.1%, with a year-on-year increase of 8.1% [1][8] - New orders received from January to September 2024 increased by 31% year-on-year, with a significant proportion of new orders for oil tankers [1][2] - The global order backlog as of September 30, 2024, reached approximately 34.3 million deadweight tons, reflecting a year-on-year growth of 26% [2][11] - The total completed deliveries from January to September 2024 were approximately 67.99 million deadweight tons, showing a slight decline of 0.4% year-on-year [2] Summary by Sections New Ship Price Index - The new ship price index as of October 11, 2024, was reported at 189.83 points, unchanged from the previous week, with a year-to-date increase of 6.4% and a 50.9% increase since the beginning of the current cycle in January 2021 [1][8][9] New Orders - From January to September 2024, new orders for all ship types (over 1000 GT) totaled approximately 12.6 million deadweight tons, marking a year-on-year increase of 31.2% [1][2] - Container ships accounted for approximately 32.01 million deadweight tons of new orders, a year-on-year increase of 79.9% [1][2] Order Backlog - As of September 30, 2024, the global order backlog was approximately 34.3 million deadweight tons, reflecting a year-on-year increase of 25.9% [2][11] Completed Deliveries - The total completed deliveries for the first nine months of 2024 were approximately 67.99 million deadweight tons, with container ship deliveries increasing by 42.8% year-on-year [2] Investment Recommendations - The report suggests that the shipbuilding industry is experiencing high prosperity, with multiple ship types seeing increased orders, leading to improved profitability for shipyards [1][2] - Key recommended companies include China Shipbuilding, China State Shipbuilding, China Power, China Marine Defense, and others [1][2]