特朗普失算，中国造船业在打压下愈战愈勇

Core Viewpoint - The article discusses the resilience and growth of China's shipbuilding industry despite attempts by the Trump administration to curb its expansion, highlighting China's dominance in global ship orders and technological advancements in shipbuilding [1][9]. Group 1: Industry Performance - As of 2024, Chinese shipyards secured nearly 70% of global new orders, with backlogs extending to 2029, maintaining a significant lead in the market [4]. - By November 2025, Chinese shipbuilders held approximately 60% of new orders and over 65% of the global order backlog, reaffirming their position as the world's leading shipbuilding nation [4]. - The demand for new ships has surged due to geopolitical tensions and changes in global trade routes, particularly affecting the orders for LNG carriers and oil tankers [7]. Group 2: Technological Advancements - The launch of the "BYD Shenzhen," the world's largest car carrier, marks a significant milestone for both BYD and China's shipbuilding industry, showcasing advancements in dual-fuel technology and zero-carbon emissions during operations [5]. - The "Boreas," the first methanol dual-fuel wind turbine installation vessel, represents a new standard in offshore wind energy installation, reducing carbon footprints by over 78% compared to traditional vessels [5]. - The "Wind Ally," designed for versatility in installation tasks, demonstrates innovative hybrid design, significantly reducing operational costs and time [6]. Group 3: Competitive Landscape - Despite efforts to revitalize South Korean and Japanese shipbuilding industries, they remain unable to effectively compete with China's order volumes due to factors like capacity, technology, and cost [9]. - The trend of large orders being concentrated in Chinese shipyards is becoming more common, as seen in the contract for 10 LNG dual-fuel container ships worth approximately $2.1 billion signed by CMA CGM with a Chinese shipbuilder [8].