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韩国三家造船公司三季度营业利润有望突破1.5万亿韩元
Shang Wu Bu Wang Zhan· 2025-10-24 13:19
Core Viewpoint - The operating profit outlook for three major South Korean shipbuilding companies (HD Hyundai Shipbuilding & Marine, Hanwha Ocean, and Samsung Heavy Industries) in Q3 is projected to be 1.5 trillion KRW, approximately three times higher than the same period last year (543.9 billion KRW) [1] Group 1: Company Performance - HD Hyundai Shipbuilding & Marine's operating profit outlook is 932.9 billion KRW, Hanwha Ocean's is 349.6 billion KRW, and Samsung Heavy Industries' is 217.5 billion KRW [1] - In terms of growth rates, Hanwha Ocean shows a year-on-year increase of 1265%, while HD Hyundai Shipbuilding & Marine and Samsung Heavy Industries report increases of 134% and 81% respectively [1] Group 2: Market Dynamics - The significant increase in operating profits for these shipbuilding companies is largely attributed to high-value ship orders, particularly for liquefied natural gas (LNG) carriers, which are priced over twice that of container ships, leading to higher profitability [1] - The sales proportion of LNG carriers for HD Hyundai Shipbuilding & Marine and Hanwha Ocean exceeds 70% and 60% respectively [1] - In August, Samsung Heavy Industries secured orders for six LNG carriers worth 2 trillion KRW [1] Group 3: Industry Outlook - There is considerable industry interest regarding whether the profitability of these shipbuilding companies will continue to improve [1]