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特朗普的政策奏效了?中国造船业订单量减少,韩国捡漏成大赢家
Sou Hu Cai Jing· 2025-07-16 03:57
Group 1 - The core point of the article highlights the unintended consequences of Trump's policies on the global shipbuilding industry, particularly how they have benefited South Korea while not significantly aiding the U.S. shipbuilding sector [1][3][9] - Trump's initial proposal to impose high "port fees" on ships built or owned by Chinese companies led to a cautious approach from international shipowners, resulting in a shift of orders from China to South Korea, increasing South Korea's market share from 14% to 30% [1][3] - The U.S. shipbuilding industry, having long been in decline, lacks the capacity and technology to handle large-scale orders, which has allowed South Korea's established shipbuilders to thrive [3][5] Group 2 - The South Korean government has proactively supported its shipbuilding industry by expanding financial assistance, including low-interest loans and export credit guarantees, while also advancing research in eco-friendly ship technologies [5] - In response to reduced orders, Chinese shipbuilders are diversifying their focus towards military and high-end specialty vessels, as well as expanding into emerging markets in Southeast Asia and Africa through initiatives like the Belt and Road [5][7] - The ongoing competition is evolving into a technological race, with China pushing for advancements in green and smart shipbuilding technologies, while South Korea consolidates its position with its existing advantages [7][9]