造船行业三要素

Search documents
江苏一个县的造船规模,凭什么吊打日本
3 6 Ke· 2025-07-21 12:06
Core Insights - China's shipbuilding industry is a global leader, dominating both in terms of output and order volume, with a completion volume of 46.4 million deadweight tons, accounting for 56.7% of the global total in 2024 [2][3] - Jiangsu province is a significant contributor, with its shipbuilding industry achieving a completion volume of 22.8 million deadweight tons, representing nearly half of China's total [3][5] - The city of Jingjiang in Jiangsu has emerged as a powerhouse, surpassing Japan's entire shipbuilding industry in order volume, securing 22.9 million deadweight tons in new orders in 2024 [5][6] Industry Overview - In 2024, global shipbuilding completion volume reached 81.86 million deadweight tons, with China contributing 46.4 million deadweight tons [2] - Chinese shipyards received 76.2% of the global new orders, totaling 115.93 million deadweight tons [2] - The backlog of unfulfilled orders in the global shipbuilding industry stands at 28.82 million deadweight tons, with China holding 57% of this volume [2] Regional Insights - Jiangsu province's shipbuilding industry is characterized by significant output, with Jingjiang leading the way, completing 906.9 thousand deadweight tons in 2024 [3][5] - Jingjiang's shipbuilding sector has captured one-fifth of China's orders and one-tenth of global orders, highlighting its competitive edge [5][6] - The strategic location of Jiangsu along the Yangtze River provides logistical advantages that bolster its shipbuilding capabilities [33][34] Historical Context - The evolution of the global shipbuilding industry has seen shifts in leadership, with the U.S. dominating during WWII, followed by Japan and South Korea's rise in the latter half of the 20th century [7][18] - China's entry into the global shipbuilding market began in the late 1970s, facing significant technological and capital challenges compared to established players [21][22] - The transformation of China's shipbuilding industry involved learning from international standards and practices, leading to significant advancements by the late 1990s [24][25][29] Competitive Dynamics - The competition within China's shipbuilding sector has intensified, particularly between Jiangsu's Jingjiang and Nantong, with both regions vying for dominance [31][34] - The influx of private capital into the shipbuilding industry has led to increased efficiency, although it also resulted in a proliferation of smaller, less capable shipyards [35][36] - The consolidation phase of the industry has seen the survival of only the most competitive players, with Jingjiang emerging as a leader in high-value shipbuilding [39][40]