韩国造船界正在为韩美造船业合作项目"MASGA（Make American Shipbuilding Great Again，让美国造 船业再次伟大）谋划应对方案。 "MASGA"项目涉及规模高达1500亿美元的专用造船基金，韩国造船"三巨头"——HD韩国造船海洋、韩 华海洋、三星重工，以及韩国造船海工装备协会(KOSHIPA)正在探讨其具体落实方案，并有望在韩美两 国造船业合作中发挥支撑性作用。 据悉，三大船企与韩国造船海工装备协会已于近期成立了韩美造船业合作专项工作组（TF），工作组 由三大船企和协会各派一名高管或专家组成。 该工作组成员已进行了首次会面，并计划在本月中旬造船全行业休假期结束后，正式围绕"MASGA"项 目展开深入讨论。 一位韩国业界人士表示："韩美造船业合作未来将涉及多种执行方案，设立专项工作组的目的是为这些 方案提供支援与辅助。业界将通过设立专项工作组，积极配合由政府主导的MASGA项目，形成统一步 调。" 此前，韩国政府于当地时间7月30日通过韩美达成的全面贸易协议宣布，将设立一项规模达1500亿美元 （约合人民币1.08万亿元）的韩美造船业合作基金。 该基金属于韩国承诺的对美投资总 ...

Core Viewpoint - The South Korean economy should view the U.S. government's shipbuilding industry revitalization plan as an opportunity for its own shipbuilding sector, suggesting the selection of specific business areas for collaboration, such as LNG ships, commercial ships, naval ship MRO (maintenance, repair, and overhaul), and next-generation vessel cooperation [2] Group 1: U.S. Shipbuilding Policy - The U.S. Shipbuilding Act (SHIPS for America Act) mandates an increase in the U.S. national strategic merchant fleet to 250 vessels, with 15% of U.S. LNG exports to be transported by U.S.-built ships by 2047 [2] - The U.S. Navy plans to build 364 new ships over the next 30 years, driven by the retirement of existing vessels and new construction programs [2] - By 2037, U.S. ship orders in commercial, LNG, and naval sectors are projected to reach between 403 and 448 vessels due to the U.S. government's shipbuilding revitalization policies [2] Group 2: Strategic Recommendations for South Korea - In the LNG ship sector, South Korea should prepare for localization as U.S. LNG exports increase, while also developing public-private partnerships to expand orders for medium-sized vessels [2] - For U.S. Navy ship MRO, South Korea should start with hull repair tasks to build trust before expanding into more complex projects, eventually aiming to participate in weapon system maintenance [3] - In the new naval vessel sector, South Korea should focus on transport and support ships, enhancing its military vessel capabilities for potential overseas exports [3] Group 3: Collaborative Efforts and Market Entry - South Korea and the U.S. should negotiate on improving production efficiency in U.S. shipyards and the restructuring of land and infrastructure acquired by South Korean firms [3] - To facilitate South Korean shipbuilders' entry into the U.S. market, it may be beneficial to relax restrictions on the export of shipbuilding technology, excluding core technologies [3] - A strategic approach to ensure labor force and supply chain stability is essential for South Korea's operations in the U.S. market, alongside ongoing discussions to maintain consistency in U.S. aid policies [4]