印度雄心勃勃欲成造船大国

Core Viewpoint - The Indian maritime industry is rapidly developing, with a focus on expanding shipbuilding capabilities and increasing global market share, particularly as geopolitical risks prompt shipping companies to diversify their orders away from China [4][6]. Group 1: Industry Overview - Over 500 companies participated in the maritime exhibition in Mumbai, highlighting the global interest in strengthening maritime systems [4]. - The global shipbuilding market is dominated by China, South Korea, and Japan, which together account for over 90% of the market share, leaving India yet to establish a significant presence [2][10]. Group 2: Government Initiatives - The Indian government aims to transform the country into a global maritime hub, targeting an increase in the share of Indian ships in global freight from approximately 1% to 20% by 2047 [6]. - A support package worth 697.3 billion rupees (approximately 55.88 billion yuan) has been announced, which includes the establishment of a maritime development fund for shipbuilding and marine infrastructure [6]. Group 3: Company Developments - Cochin Shipyard, the largest shipbuilding company in India, has successfully delivered 70 small commercial vessels and is now focusing on international orders, having recently secured a contract for six container ships from CMA CGM [8][9]. - The company reported a sales increase of over 20% year-on-year for the fiscal year 2024, reaching approximately 50 billion rupees (around 4.01 billion yuan) [8]. Group 4: Market Dynamics - The geopolitical climate has led to increased risks associated with ordering ships from China, prompting shipping companies to seek alternatives, which benefits the Indian shipbuilding sector [9]. - The number of completed ships in India for the fiscal year 2023 is expected to reach around 200, tripling the figures from 2020 [9].