日本计划2035年造船量翻倍，成本优势不如中国

Group 1 - The Japanese shipbuilding industry is facing intense competition from China and South Korea, leading to a decline in market presence [2][4] - The Japanese government aims to double shipbuilding volume to 18 million gross tons by 2035, increasing global market share from approximately 13% to 20% [4] - Cost challenges are critical, with Japanese bulk carrier construction costs being 100 compared to China's 80, necessitating measures to reduce material costs and improve production efficiency [5] Group 2 - A roadmap will be developed by the Japanese government before autumn to clarify policy content and investment scale, including quantitative indicators [4] - Specific support measures will be introduced in the supplementary budget for fiscal year 2025 and the budget for fiscal year 2026 [4] - The government will encourage inter-company collaboration and digital transformation within the shipbuilding sector [4]