全球瞩目！中国造船重塑行业格局

Investment Rating - The report indicates a positive investment outlook for the shipbuilding and marine engineering equipment industry, highlighting its critical role in national strategy and economic development [2][3]. Core Insights - The shipbuilding and marine engineering equipment industry is essential for maritime transportation, marine resource development, and national defense, forming a crucial part of high-end equipment manufacturing [2][3]. - The global shipbuilding industry is experiencing a recovery, with key indicators such as completed shipbuilding volume, new orders, and year-end order backlog showing significant increases [4][6]. - China is positioned as a global leader in shipbuilding, with substantial growth in key metrics, reinforcing its dominant status in the industry [7][10]. Summary by Sections Industry Foundation: Shipbuilding and Marine Engineering Equipment - The shipbuilding industry includes the manufacturing of various types of powered and non-powered vessels, recreational boats, and related equipment, while marine engineering focuses on large-scale equipment for marine resource exploration and management [3]. Global Shipbuilding Industry: Recovery Wave - The global shipbuilding industry is on an upward trend, with completed shipbuilding volume reaching 88.14 million deadweight tons, a year-on-year increase of 0.3%, and new orders amounting to 167.66 million deadweight tons, up 31.3% [4][6]. China's Strength: Global Shipbuilding Leader - In 2024, China's completed shipbuilding volume reached 48.18 million deadweight tons, a 13.8% increase year-on-year, with new orders at 113.05 million deadweight tons, up 58.8% [10]. - China's share of global shipbuilding metrics is significant, with 55.7% of completed volume, 74.1% of new orders, and 63.1% of order backlog [11]. - The report emphasizes the importance of technological innovation and government support in driving the growth of China's shipbuilding and marine engineering equipment industry [13].