验证中国制造2025（上）造船份额70%，EV掌握主导权

Core Viewpoint - The article discusses the advancements in China's manufacturing capabilities under the "Made in China 2025" policy, highlighting its impact on various industries and the resulting international competition, particularly with the United States. Shipbuilding - China has become a global leader in shipbuilding, with 2024 orders reaching a historical high of 46.5 million CGT, accounting for 70% of global orders, while South Korea holds only about one-fifth of that amount [2][4]. - The U.S. shipbuilding industry has weakened, unable to meet the demands for new ship construction and maintenance, reflecting a decline in American manufacturing [6]. Space Development - China has made significant strides in space development, achieving independent manned spaceflight and becoming the only country with a fully operational manned space station [7][8]. - In contrast, the U.S. has faced delays in its Artemis program, which aims for manned lunar exploration, indicating a stagnation in its space initiatives [8]. Automotive Industry - China has emerged as the world's largest producer of electric vehicles (EVs), with one in every two EVs globally being a Chinese brand by 2024 [12]. - In the battery sector, CATL holds a 38% market share, with the top three Chinese companies capturing about 60% of the global market [12]. Semiconductor Industry - China's self-sufficiency in semiconductors is currently at about 20%, falling short of its 70% target, but it holds a 24% share of the global capacity for mature semiconductor products [13]. - Companies like SMIC and YMTC are rising in prominence, focusing on domestic production of critical technologies [13]. Overview of "Made in China 2025" - The "Made in China 2025" policy aims to elevate China's manufacturing capabilities by 2049, selecting ten key sectors and serving as a foundation for various industrial support policies [14].