造船业复兴

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日本造船复活的条件(下)美国求援是最后良机
日经中文网· 2025-06-09 07:12
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]
军舰制造成本远高于中国,日本将出手,能否重振美国造船业?
Sou Hu Cai Jing· 2025-06-05 11:09
Group 1 - The core point of the article highlights the ongoing US-Japan tariff negotiations, where the US is urging Japan to increase investments in the American manufacturing sector, particularly in shipbuilding [1] - Japan is considering establishing a US-Japan shipbuilding fund to revitalize the American shipbuilding industry, which is deemed crucial for national security [1] - Nomura believes that the current tariff negotiations could inject new vitality into Japan's shipbuilding initiatives, impacting various sectors including shipbuilding and cybersecurity [1] Group 2 - The US shipbuilding industry faces significant challenges, with an average annual delivery of only 18 vessels and a mere 0.1% share of the global market, in stark contrast to China's 70% market share expected by 2024 [3] - The decline in the US shipbuilding sector has severely hindered the expansion and maintenance of the US Navy, leading to increased costs for military vessels compared to China [3] - For instance, the cost of a new US medium landing ship is approximately $429 million, which is over 13 times that of similar Chinese vessels, while the average cost of a US frigate has soared to $1.6 billion, significantly higher than China's 054B frigate [3] Group 3 - The US civilian shipbuilding market is relatively small and lacks competitiveness, making it difficult to rely solely on military vessels to support the entire industry [4] - Despite efforts to revitalize the shipbuilding sector, high labor costs, a shortage of skilled workers, and outdated infrastructure have impeded progress, prompting the US to seek increased investments from Japanese and Korean companies [5] - The complexity of modern shipbuilding supply chains necessitates a comprehensive rebuilding of the entire industry, not just increasing shipyard capacity, which will significantly raise the demand for skilled labor [7] Group 4 - Over the past decade, Japanese shipbuilding companies have seen a significant decline in market competitiveness and share, dropping to about 6% by 2024, while South Korea's share has also decreased to around 17% [7] - Japan's shipbuilding costs are notably higher than those of China and South Korea, compounded by labor shortages and an aging workforce, which limits production capacity [7] - Even with the introduction of Japanese technology and capital, the shortage of skilled workers poses a challenge, making it unlikely to achieve significant reductions in manufacturing costs in the short to medium term [7]
收购了巴拿马的港口,目光又转向造船业,美国要下狠手了!
Sou Hu Cai Jing· 2025-03-25 11:21
收购了巴拿马的港口,目光又转向造船业,美国要下狠手了! 最近,美国在巴拿马运河的动作确实引人注目,此前几天,李嘉诚旗下的企业,将自己的港口控制权以228亿美元卖给美国贝莱德集团,尤其是 牵涉到巴拿 马运河这个全球航运的"咽喉",如果美国通过资本手段掌控的话,既能施压巴拿马政府,也能在必要时干扰对手的航运通道。看来,收购了巴拿马的港口, 美国就要下狠手了。 众所周知,巴拿马运河是连通太平洋和大西洋的极为关键的水道,而且全球6%的贸易货物经此通行,其战略价值可见一斑。自2024年底开始,特朗普就频 频放话要"收回运河主权",甚至扬言动用军事手段,这不就是赤裸裸的军事威胁吗?可巴拿马方面也不是吃素的,总统穆利诺强硬表态称主权不容谈判,至 少态度放在这里了,而美国也不敢太张扬,眼看硬抢不成,就转而通过贝莱德集团运作,甚至不惜推动以25倍的溢价,来收购李嘉诚在巴拿马的港口资产。 美国要做的可不只是控制运河航道,特朗普政府还企图打击中国的造船业。2024年,中国造船业的三大指标,包括完工量、新接订单、手持订单量在全球的 占比均超过了55%,而美国仅占0.1%,差距非常悬殊,还到了造一艘军舰都得求日本维修的地步。这下子特朗 ...