Core Viewpoint - The U.S. is significantly lagging behind China in the shipbuilding industry, holding only 0.1% of global commercial shipbuilding capacity compared to China's 53% [1][3]. Group 1: U.S. Shipbuilding Industry Challenges - The U.S. shipbuilding capacity has severely declined over the past two decades, with outdated facilities that frequently malfunction, failing to meet the maintenance needs of the U.S. Navy [5][9]. - Important shipbuilding projects are often delayed by 1 to 3 years, exacerbating the challenges faced by the U.S. Navy [5]. - The U.S. Navy's attempts to develop an unmanned vessel fleet have encountered numerous issues, including software failures and human errors during tests [5][8]. Group 2: International Collaboration Efforts - U.S. senators have sought assistance from South Korea and Japan to explore potential collaborations and joint ventures in shipbuilding [3][5]. - South Korea has proposed a $150 billion investment in the U.S. shipbuilding industry, while Japan has shown willingness to assist during tariff negotiations [8]. - Despite these efforts, the collaboration is seen as a temporary solution, as South Korea and Japan's shipbuilding capabilities do not match China's scale, efficiency, and technological comprehensiveness [8][12]. Group 3: Legislative and Structural Barriers - The Jones Act, a protectionist law, complicates overseas collaboration by mandating that all domestic shipping vessels must be built, registered, and operated in the U.S. [8][9]. - The U.S. military's procurement rules further restrict the purchase of foreign-built vessels, limiting the potential for revitalizing the domestic shipbuilding industry [9]. - The fragmentation of the domestic supply chain poses a significant challenge, as it takes years to train skilled workers, and the U.S. shipyards struggle to attract labor [9][11]. Group 4: Long-term Outlook - Even with potential support from South Korea and Japan, the U.S. is unlikely to quickly rebuild a shipbuilding system that can compete with China's [12]. - The U.S. must undergo deep reforms in technology accumulation, talent development, and supply chain reconstruction to catch up with China in shipbuilding [12]. - If the U.S. continues to pursue short-sighted and competitive strategies against China, it may further hinder its own capabilities in the shipbuilding sector [12].

《日经亚洲》20日报道，与积极推进与美国合作的韩国造船业不同，日本造船企业即便面临政府施压，对美国造船业的投资仍持消极态度。 报道称，尽管日本政府在与美国的关税谈判过程中曾推动造船领域合作，但日本造船业因美国市场劳动力成本高昂且供应链脆弱，对向该市场投入资金持 谨慎态度。 日本最大造船集团今治造船社长桧垣幸人在7月23日的业绩发布会期间表示："目前暂不考虑对美投资。"尽管日本当局要求与美国造船业合作，但桧垣幸 人表示："日本在全球造船市场份额已降至13%，公司目前没有能力帮助美国，并希望将资金投入到日本国内造船业。" 根据日本和美国于7月23日达成的全新贸易协议，日本将基于该协议向美国提供5500亿美元的投资和贷款，重点关注包括造船业在内的关键产业。 美国白宫在关于日本计划设立的投资基金的新闻稿中解释称，"投资内容包括新建船厂、现有船厂设施现代化改造，以及对商船和海洋防务领域的投资。" 日本政府也表示："为构建双方均能受益的弹性供应链，将开展紧密合作"，并将造船业作为此类努力的一部分。 然而，《日经亚洲》指出，对于投资与否，日本各界存在分歧。日本造船企业不仅对美投资持消极态度，对于在日本维修美国军舰也反应冷淡 ...

韩国向美国提议"MASGA"造船合作项目 智通财经7月28日电，据报道，韩国向美国提出了名 为"MASGA"（MakeAmericanShipbuildingGreatAgain）的数十万亿韩元规模的造船业合作项目。 (第一 财经) ...

Core Viewpoint - The article discusses the decline of the U.S. shipbuilding industry post-World War II and the efforts to revive it through collaboration with allies like Japan and South Korea, amidst rising competition from China. Group 1: U.S. Shipbuilding Industry - The U.S. was once the world's leading shipbuilding nation but has seen its capacity shrink to 1/200th of China's post-WWII [1] - The U.S. government under Trump aims to revitalize the shipbuilding sector by collaborating with Japan and investing in U.S. shipyards [2] - The U.S. has imposed restrictions on Chinese shipbuilding, including fees for Chinese vessels entering U.S. ports [4] Group 2: South Korea's Response - South Korea's HD Hyundai Heavy Industries announced a partnership with Huntington Ingalls Industries to enhance production efficiency and shipbuilding technology [2] - Hanwha Ocean acquired the Philadelphia shipyard and secured maintenance contracts with the U.S. Navy, marking a significant entry into the U.S. defense sector [3] Group 3: Japan's Position - Japan's shipbuilding industry faces challenges such as labor shortages and high costs, making it difficult to expand operations in the U.S. [3] - Japanese companies are cautious about U.S. requests for support, maintaining a wait-and-see approach while managing existing partnerships with Chinese firms [4] - Major Japanese shipping companies plan significant investments, with Mitsui O.S.K. Lines aiming for approximately 2 trillion yen over three years [5] Group 4: Industry Collaboration and Future Outlook - Japanese shipbuilders are collaborating on new environmentally friendly vessels and high-value ships, indicating a shift towards cooperation rather than competition [7] - The Japanese shipbuilding industry is under pressure to adapt and seize opportunities in the global market, with a focus on high-value segments like LNG carriers [6][7] - The design capabilities in China, particularly at the Shanghai Shipbuilding Research Institute, are addressing Japan's talent shortages in ship design [8]

Core Viewpoint - The U.S. Navy is willing to deepen collaboration with South Korean shipbuilding companies in the areas of warship construction and maintenance, repair, and overhaul (MRO) [1] Group 1 - The U.S. Navy Secretary, John Ferlaine, emphasized the importance of South Korean companies contributing to the revitalization of the U.S. shipbuilding industry [1]