2025年，作为中国船舶工业的"国家队"和旗舰力量，中国船舶集团有限公司旗下江南造船（集团）有限责任公司、沪东中华造船（集团）有限公司、上海 外高桥造船有限公司全年共累计交付新船72艘，不仅巩固了在全球高端船舶市场的领先地位，更加推动了我国船舶工业实现从"规模领跑"向"质量和规模 同步引领"的转变。 COSCO SHIPPING 高端船型引领 结构持续优化 2025年，面对复杂多变的国际环境与行业周期性挑战，上海三大船企凭借前瞻性的产品布局与卓越的建造能力，在高端船舶领域实现批量交付，产品结构 持续向高技术、高附加值领域优化升级，呈现"量稳质升、结构优化"的鲜明特征。 江南造船聚焦高端化、绿色化、批量化，在主建船型领域持续发力，交付节奏与建造效率不断提升，市场竞争力显著增强。该公司全年交付28艘船舶，其 中包括6艘大型集装箱船、10艘超大型乙烷运输船（VLEC）、3艘17.5万立方米液化天然气（LNG）运输船、4艘汽车运输船（PCTC），不仅体现了江南 造船在大型集装箱船和高端气体运输船领域的绝对优势地位，也展现了其满足多元化市场需求的能力。 沪东中华以超大型集装箱船和LNG运输船为核心产品，实现生产经营的跨 ...

邝展婷 特约记者 彭永桂 12月19日，中国船舶集团有限公司旗下广船国际有限公司在广州南沙举办2025年全球合作伙伴大会。大会以"广聚智链，船领深蓝"为主题，汇聚了来自全 球的船东、供应商及服务商等近700名业界精英，共同探讨绿色船舶、智能造船及产业链建设等议题，为船舶工业的高质量发展贡献智慧与力量。 2. 凡本微信号发布注明来源的转载稿件或翻译稿件，转载或翻译目的在于传递及交流更多信息，并不代表本报赞同文章观点，亦不对文章真实性、数据科 学性等负责。如有单位或个人对本报转载或翻译稿件的上述内容存在质疑，请直接联系原著作权机构或个人。 3. 如因文章内容、版权和其它问题需要同本微信号联系的，请在30日内进行。 邝展婷 特约记者 彭永桂 12月19日，中国船舶集团有限公司旗下广船国际有限公司在广州南沙举办2025年全球合作伙伴大会。大会以"广聚智链，船领深蓝"为主题，汇聚了来自全 球的船东、供应商及服务商等近700名业界精英，共同探讨绿色船舶、智能造船及产业链建设等议题，为船舶工业的高质量发展贡献智慧与力量。 大会上，中船集团经济运行部、广州市南沙开发区管委会等单位代表进行了致辞。广船国际党委副书记、董事、总经 ...

Core Insights - The global shipbuilding industry is increasingly shifting towards China, with Chinese shipyards capturing 64.2% of new global ship orders as of mid-2023, maintaining the world's largest market share for 16 consecutive years [1] - The three major shipyards in Shanghai—Waigaoqiao Shipbuilding, China State Shipbuilding Corporation Jiangnan Shipyard, and Hudong-Zhonghua Shipbuilding—are projected to deliver 69 ships and receive 128 new orders in 2024, marking a year-on-year increase of 19% and 70% respectively [1] - The focus on high-value ship types is evident, with over 95% of the orders held by these shipyards being high-value vessels [1] Industry Trends - The shift of the shipbuilding industry towards the East is attributed to a reordering of industrial competitiveness, with European shipbuilding facing challenges due to labor shortages and rising costs [1] - Chinese shipbuilding is leveraging breakthroughs in smart transformation, which have created key opportunities for capturing global market share [1][2] - Traditional shipyards are struggling with low production efficiency due to a lack of R&D capabilities and outdated operational models, prompting a transformation towards digitalization and AI integration [2] Technological Advancements - Several shipyards in the Yangtze River Delta are innovating by integrating industrial internet and AI into the shipbuilding process, enhancing efficiency and quality [2] - Waigaoqiao Shipbuilding utilizes AI for logistics management, while Jiangnan Shipyard employs machine vision and AI algorithms to detect welding defects, reducing manual labor by approximately 50% [2] - The introduction of AI in design and production is expected to significantly shorten project cycles, exemplified by the second large cruise ship project, which is anticipated to be completed over six months faster than the first [2] Market Dynamics - "Green" and "smart" are emerging as key factors influencing shipowners' order decisions, with Yangtze River Delta shipyards focusing on high-end categories such as large container ships and energy transport vessels [3] - By mid-2023, China had secured nearly 70% of global green ship orders, achieving full coverage of mainstream ship types [4] - Hudong-Zhonghua has developed a series of green ship design solutions and showcased advanced products at the recent maritime exhibition, including the world's largest LNG ship [4] - The shipbuilding quality from Chinese manufacturers is improving, enhancing their reputation in the global shipping industry [4]

Core Viewpoint - The company is undergoing a transformation in its product structure, focusing on green and intelligent shipbuilding, while expanding its product offerings to include high-value vessels such as luxury cruise ships and large container ships [1][3][5]. Group 1: Product Structure Transformation - The company has evolved from primarily building bulk carriers and oil tankers to a diversified product range that includes luxury cruise ships, large container ships, and specialized vessels [3][5]. - The first domestically built large cruise ship, "Aida·Magic City," was successfully delivered on November 4, 2023, marking a significant milestone in China's cruise ship construction technology [3][5]. - The company has delivered a total of 602 vessels, amounting to 10.12 million deadweight tons [1]. Group 2: Green and Intelligent Shipbuilding - The company is transitioning from traditional single-fuel diesel engines to dual-fuel systems, incorporating ammonia and methanol fuels to meet stricter carbon emission regulations [5][6]. - The company has developed the "SWS-TIME" digital shipbuilding platform, which integrates various management processes and allows employees to track their tasks and progress via mobile devices [6][7]. Group 3: Export and Market Opportunities - The company's foreign trade export volume has exceeded $40 billion, with projections of $2 billion in annual exports for 2023, 2024, and 2025 [7]. - The current order book is heavily weighted towards container ships, which account for about half of the orders, alongside oil tankers and car carriers [7]. Group 4: Smart Warehouse Management - The company has implemented an intelligent warehouse system that automates the storage and retrieval of heavy materials, significantly improving efficiency [10][12]. - The intelligent warehouse, operational since October 2023, covers an area of 6,000 square meters and utilizes advanced technologies for real-time inventory management [10][12]. - The "cloud unpacking" method allows for remote inspection of materials, enhancing flexibility and efficiency in the verification process [11].