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印度“梭哈”造船业,还找上了日韩
虎嗅APP·2025-10-03 13:15

Core Viewpoint - The Indian government has announced a shipbuilding support plan totaling 700 billion rupees (approximately 80 billion USD) aimed at revitalizing its shipbuilding industry and achieving significant global rankings by 2030 and 2047 [4][5]. Group 1: Current State of Indian Shipbuilding Industry - The Indian shipbuilding industry has experienced slow development since independence, with a peak in exports reaching 1.1 billion USD in the early 2000s, but only accounted for 3.7% of the global market share in 2011 [7]. - As of 2024, India holds less than 0.2% of global shipbuilding orders, significantly lagging behind major players like China, South Korea, and Japan [7]. - India's shipbuilding capabilities are limited, primarily focusing on low-tech vessels such as bulk carriers and fishing boats, while lacking the ability to construct large tankers and luxury cruise ships [7][8]. Group 2: Government Initiatives and Support Plan - The shipbuilding support plan includes several components aimed at enhancing the industry, such as the Shipbuilding Financial Assistance Scheme (SBFAS) with a budget of 247.36 billion rupees (approximately 19.8 billion RMB) [10][11]. - The Maritime Development Fund (MDF) aims to provide effective financing channels, including a 200 billion rupee (approximately 16 billion RMB) investment fund and a 50 billion rupee (approximately 4 billion RMB) interest incentive fund [11]. - The Shipbuilding Development Scheme (SbDS) focuses on improving operational efficiency and infrastructure, with a total budget of 199.89 billion rupees (approximately 16 billion RMB) [12]. Group 3: Challenges and Limitations - Despite the ambitious plans, the Indian shipbuilding industry faces significant challenges, including a lack of advanced technology and the inability to produce high-value vessels [16][17]. - The reliance on imported components for critical systems like diesel engines and navigation equipment poses risks to supply chain security and delivery timelines [17]. - The overall funding for the shipbuilding support plan is relatively low compared to international standards, raising concerns about its effectiveness in achieving substantial industry upgrades [18].