新造船市场增长
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利润暴涨99%!造船巨头步入高收益增长轨道
Sou Hu Cai Jing· 2025-10-31 06:36
Group 1 - Samsung Heavy Industries reported Q3 2025 revenue of 26,348 billion KRW (approximately 1.9 billion USD, 13.5 billion CNY), a 13% year-on-year increase [2] - The company achieved an operating profit of 2,381 billion KRW (approximately 1.7 billion USD, 12.2 billion CNY), marking a 99% year-on-year growth [2] - The net profit for Q3 was 1,403 billion KRW (approximately 1 billion USD, 7.1 billion CNY) [2] - The operating profit margin reached 9%, up from 7.6% in Q2 and 4.9% in Q1, indicating significant improvement [2] - Q3 operating profit exceeded the forecast of 2,175 billion KRW by approximately 9.5% [2] Group 2 - For the first three quarters of the year, Samsung Heavy Industries achieved cumulative revenue of 78 trillion KRW (approximately 5.56 billion USD, 39.82 billion CNY) and an operating profit of 5,660 billion KRW (approximately 4.0 billion USD, 28.9 billion CNY) [3] - The operating profit increased by 72.3% compared to the same period last year and by 269% compared to the first three quarters of 2023 [3] - The company is on track to meet its annual profit target of 6,300 billion KRW (approximately 3.1 billion CNY), having achieved about 90% of this target [3] Group 3 - Samsung Heavy Industries expects continued growth in revenue from high-yield ships and offshore projects in Q4 [3] - The company has secured 30 new ship orders worth 5.2 billion USD (approximately 37 billion CNY) this year, achieving 53% of its annual order target of 9.8 billion USD [3] - The new ship orders include various types such as LNG carriers, shuttle tankers, and VLGCs [3] Group 4 - The company maintains a stable order intake performance and aims to focus on securing orders in Q4, particularly in the offshore equipment sector [4] - Significant projects like the Coral South FLNG and Delfin FLNG are expected to contribute to achieving the annual order target of 4 billion USD [4] Group 5 - The new shipbuilding market is showing positive trends, with forecasts indicating an increase in LNG ship orders from 50 in 2025 to 100 in 2026 [5] - The demand for environmentally friendly conversions of container ships and oil tankers, along with the replacement of aging vessels, is expected to support order stability [5] - The company is confident in achieving its order targets based on the current project pipeline and aims to enhance profitability and ensure stable growth [5]