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国际船东重返中国,造船大省“链主”争霸谁领航?
21世纪经济报道·2025-05-23 02:13

Core Viewpoint - The Chinese shipbuilding industry is experiencing a resurgence, with international shipowners returning to the market, driven by favorable conditions and significant order volumes from Chinese shipyards [1][5]. Group 1: Market Performance - In April, Chinese shipyards received 51 new ship orders, accounting for approximately 69% of the global new ship market, regaining the top position [5]. - From January to April 2025, the shipbuilding completion volume, new orders, and hand-held orders in China reached 1,532 million deadweight tons, 3,069 million deadweight tons, and 22,978 million deadweight tons, respectively, with hand-held orders showing a year-on-year increase of 43.6% [5][8]. - The export value of Chinese shipbuilding reached $15.83 billion, with exports accounting for 88.4% of the total completion volume [5]. Group 2: Industry Trends - The shipbuilding industry is characterized by a rich supply chain and is becoming a key sector for competition among provinces and countries, with a focus on green, high-tech, and new energy developments [2][12]. - Major provinces like Jiangsu, Shandong, and Guangdong have included support for marine shipbuilding in their 2025 government work reports, emphasizing the importance of green and high-tech initiatives [12][13]. Group 3: Technological Advancements - The Chinese shipbuilding industry is advancing in digitalization and automation, with significant improvements in production efficiency and a shared three-dimensional model rate exceeding 80% [7]. - The industry is focusing on high-quality development, with plans to enhance digital, intelligent, and green transformations, particularly in low-carbon technologies [7][12]. Group 4: Future Opportunities - The development of inland shipping and the yacht economy is seen as a potential growth area for the shipbuilding industry, with increasing demand expected as consumer levels rise [13]. - The establishment of deep-sea aquaculture and related support fleets is anticipated to create new opportunities for shipbuilding enterprises [13].