◎记者 操子怡 全球新船市场进入调整期。咨询机构克拉克森最新报告显示，今年5月，全球新船订单成交量为71艘166 万CGT（修正总吨），按CGT计同比下降55%，环比下降64%。 在业内人士看来，新船市场调整主要缘于地缘政治风险扰动、当前造船价格处于历史高位。此外，过去 几年集中下单导致基数较高，今年以来回落属于正常现象。 与此同时，绿色船型市场异军突起，推动船舶工业加快绿色转型步伐。目前，全球船队绿色化比例不足 10%，克拉克森预计，到2030年全球船队中将有超20%的船舶为替代燃料动力。 多重因素导致新船市场调整 数据显示，今年5月，全球新船订单成交量为71艘166万CGT，较去年同期的366万CGT下降55%，较今 年4月的460万CGT下降64%。其中，中国船企承接新船订单42艘64万CGT，全球市场占有率为39%，蝉 联榜首。 此前，中国船舶工业行业协会公布的数据显示，今年1至4月，全国造船完工1532.0万载重吨，同比下降 8.4%；承接新船订单3069.0万载重吨，同比下降11.1%。 关于新船订单下滑，航运信息咨询平台信德海事网主编陈洋表示，过去几年，中国船舶行业迎来高景气 度周期，船东集中、 ...

Industry Overview - The Chinese shipbuilding industry continues to maintain its global leadership, with ship completion volume accounting for 55.7% of the world market share, new orders at 74.1%, and backlog orders at 63.1% [1] - In April, Chinese shipyards again ranked first globally in new ship orders, indicating a positive outlook for the Chinese shipbuilding market [1] Company Developments - China Shipbuilding Group organized a collective performance briefing for its 12 listed companies, discussing production operations, reform achievements, and future development prospects [1] - The merger between China Shipbuilding and China Heavy Industry aims to eliminate competition between the two companies and enhance their competitiveness in the international market [3][4] - Post-merger, China Shipbuilding will position itself as the largest and most technologically advanced shipbuilding flagship company in China, focusing on value creation and resource integration [4] Market Trends - The demand for green ship types is being supported by multiple regulations promoting green development, accelerating the shipbuilding industry's transition to greener technologies [2] - The global shipbuilding industry is expected to continue its growth cycle, driven by factors such as tight production capacity, periodic fleet renewal demands, and accelerated decarbonization efforts in the maritime industry [2] Order and Production Insights - China Shipbuilding and China Defense both report a robust order backlog, with delivery schedules extending to 2029, indicating strong future revenue potential [6] - China Defense has seen significant market expansion, with a focus on improving production efficiency and reducing key construction cycle times to enhance profitability [6] Strategic Focus - Companies are emphasizing the importance of aligning with customer needs, enhancing communication, and diversifying market opportunities to foster new growth drivers [7] - Continuous reform and value management are being prioritized to enhance overall corporate strength and investment value [7]