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狂砸10696亿!韩国救得了美国造船业吗?
Sou Hu Cai Jing· 2025-08-29 07:51
Core Viewpoint - The article discusses the significance of shipbuilding as a key area of cooperation between South Korea and the United States, particularly in the context of U.S. President Trump's efforts to revitalize the American shipbuilding industry [4][5][20]. Group 1: U.S. Shipbuilding Industry Context - Historically, the U.S. was the world's leading shipbuilding nation, with a market share of 72% in 1944 and 66% post-World War II [8][10]. - Currently, the U.S. shipbuilding industry accounts for only 0.04% of the global market, while China, Japan, and South Korea dominate with a combined share of 90.44% [10][11]. - The U.S. Navy's fleet is aging, with fewer than 300 active vessels, and the rate of decommissioning exceeds that of new ship commissions [16][19]. Group 2: Trump's Shipbuilding Revival Strategy - Trump has prioritized the revival of the shipbuilding industry as part of his broader manufacturing return strategy, viewing it as essential for national security and economic growth [5][20]. - The shipbuilding sector has a long supply chain involving over 150 related industries, making it a significant driver for job creation and economic multiplier effects [12][13]. - The Trump administration has proposed measures such as establishing a "Shipbuilding Office" and imposing fees on Chinese-built vessels to support U.S. shipbuilding [22]. Group 3: South Korea's Role and Capabilities - South Korea has positioned itself as a key partner for the U.S. in shipbuilding, with President Yoon Suk-yeol asserting that South Korea is the best and only partner for the U.S. in this sector [31]. - In 2024, South Korea's new order share rose to 24.81%, ranking second globally, with its largest shipbuilding group, HD Hyundai, leading in new orders [25][29]. - South Korea's acquisition of the Philadelphia shipyard and plans to invest $5 billion to increase production capacity highlight its commitment to supporting U.S. shipbuilding [32]. Group 4: Challenges in Revitalizing U.S. Shipbuilding - The U.S. shipbuilding industry faces significant challenges, including a shortage of skilled labor, with the workforce reduced to one-tenth of its peak size and an average age of 56 [36]. - The industry is highly dependent on a global supply chain, and U.S. policies aimed at protectionism may hinder its ability to thrive in a globalized market [38]. - The strategic paradox of attempting to rebuild a globally dependent industry through isolationist policies presents a significant obstacle to the revival of U.S. shipbuilding [38].