Core Points - The Chinese Ministry of Commerce has decided to suspend countermeasures against five U.S. subsidiaries of Hanwha Ocean Co., Ltd. for one year, effective from November 10, 2025, in response to the U.S. decision to suspend its Section 301 investigation measures against China's maritime, logistics, and shipbuilding industries for the same duration [1][2]. Group 1 - The U.S. announced on November 9, 2025, that it would suspend its Section 301 investigation measures against China's maritime, logistics, and shipbuilding industries starting November 10, 2025 [2]. - The decision to suspend countermeasures is based on the "Anti-Foreign Sanctions Law of the People's Republic of China" and related regulations [2].

来源：商务部网站 中华人民共和国商务部令二〇二五年第7号 关于暂停对韩华海洋株式会社5家美国相关 子公司实施反制措施一年的决定 中华人民共和国商务部令 二〇二五年 第7号 鉴于美国自2025年11月10日起暂停实施其对中国海事、物流和造船业301调查措施一 年，现公布《关于暂停对韩华海洋株式会社5家美国相关子公司实施反制措施一年的决 定》，自2025年11月10日起施行。 部长 王文涛 2025年11月10日 关于暂停对韩华海洋株式会社5家美国相关 子公司实施反制措施一年的决定 美东时间2025年11月9日，美国宣布自11月10日起暂停实施其对中国海事、物流和造 船业301调查措施一年。鉴此，根据《中华人民共和国反外国制裁法》《实施〈中华 人民共和国反外国制裁法〉的规定》等法律法规，中方决定自北京时间2025年11月 10日起，暂停商务部令二〇二五年第6号（《关于对韩华海洋株式会社5家美国相关子 公司采取反制措施的决定》）相关措施一年。 ...

Core Viewpoint - The Ministry of Transport announced the suspension of special port fees for U.S. vessels and the investigation into the shipping and shipbuilding industries, effective from November 10, 2025, to align with the consensus reached during the 2025 China-U.S. Kuala Lumpur economic and trade consultations [1][3]. Group 1 - The suspension of special port fees for U.S. vessels is part of the measures to implement the agreements made in the 2025 economic and trade consultations between China and the U.S. [3]. - The announcement includes the suspension of the implementation of the final measures related to the 301 investigation into China's maritime, logistics, and shipbuilding industries [3]. - The Ministry of Transport's announcement is officially documented as Announcement No. 54 of 2025 and is part of a broader strategy to enhance bilateral trade relations [3].

中华人民共和国商务部令二〇二五年第7号 关于暂停对韩华海洋株式会社5家美国相关子公司实施反制 措施一年的决定 中华人民共和国商务部令 关于暂停对韩华海洋株式会社5家美国相关 子公司实施反制措施一年的决定 美东时间2025年11月9日，美国宣布自11月10日起暂停实施其对中国海事、物流和造船业301调查措 施一年。鉴此，根据《中华人民共和国反外国制裁法》《实施〈中华人民共和国反外国制裁法〉的规 定》等法律法规，中方决定自北京时间2025年11月10日起，暂停商务部令二〇二五年第6号（《关于对 韩华海洋株式会社5家美国相关子公司采取反制措施的决定》）相关措施一年。 【纠错】 【责任编辑:王雪】 【发布单位】安全与管制局 【发布文号】商务部令2025年第7号 【发文日期】2025年11月10日 二〇二五年 第7号 鉴于美国自2025年11月10日起暂停实施其对中国海事、物流和造船业301调查措施一年，现公布 《关于暂停对韩华海洋株式会社5家美国相关子公司实施反制措施一年的决定》，自2025年11月10日起 施行。 部长 王文涛 2025年11月10日 ...

人民财讯11月10日电，商务部公告，鉴于美国自2025年11月10日起暂停实施其对中国海事、物流和造船 业301调查措施一年，现公布《关于暂停对韩华海洋株式会社5家美国相关子公司实施反制措施一年的决 定》，自2025年11月10日起施行。 ...

来源：交通运输部网站 交通运输部网站10日发布关于暂停对美船舶收取船舶特别港务费、暂停开展航运业造船业及相关 产业链供应链安全和发展利益受影响情况调查的公告： 为落实2025年中美吉隆坡经贸磋商达成共识，经国务院批准，自2025年11月10日13时01分 起，与美方暂停实施对华海事、物流和造船业301调查最终措施同步暂停实施《交通运输部关于 对美船舶收取船舶特别港务费的公告》（交通运输部公告2025年第54号）、《交通运输部办公 厅关于印发<对美船舶收取船舶特别港务费实施办法>的通知》（交办水〔2025〕59号）、《交 通运输部关于启动航运业、造船业及相关产业链供应链安全和发展利益受影响情况调查的公告》 （交通运输部公告2025年第55号）1年。 ...

Core Points - The U.S. will suspend its 301 investigation measures against China's maritime, logistics, and shipbuilding industries for one year starting November 10, 2025 [3] - In response, China has decided to suspend countermeasures against five U.S. subsidiaries of Hanwha Ocean Co., Ltd. for one year, effective from the same date [2][3] Group 1 - The U.S. announcement was made on November 9, 2025, indicating a significant shift in trade relations with China [3] - The suspension of measures is based on the U.S. decision to halt its investigation, which may lead to improved trade conditions for the affected industries [3] - China's countermeasure suspension reflects a reciprocal approach to the U.S. decision, aiming to ease tensions in trade relations [2][3]

中国商务部：暂停对韩华海洋株式会社5家美国相关子公司实施反制措施一年。 https://t.co/lW6M7vBEkp外汇交易员 (@myfxtrader):中国商务部：为反制美国对中国采取海事、物流和造船业301调查措施，决定将韩华海洋株式会社5家美国相关子公司Hanwha Shipping LLC等列入反制清单，禁止中国组织个人与其进行交易、合作等活动。#行情 韩华海洋韩股一度大跌8%。 https://t.co/8AWxFioDCt ...

Core Points - The Ministry of Transport announced the suspension of special port fees for U.S. vessels and related investigations into the shipping and shipbuilding industries [1][2] - This suspension is part of the consensus reached during the 2025 China-U.S. Kuala Lumpur economic and trade consultations, effective from November 10, 2025 [2] Group 1 - The suspension of special port fees for U.S. vessels will last for one year [2] - The Ministry of Transport's previous announcements regarding the implementation of special port fees and investigations into the shipping and shipbuilding industries are also suspended [2] - The decision aims to align with the final measures of the 301 investigation against China [2]

Core Insights - The global shipbuilding industry is experiencing a competitive landscape where South Korea dominates in high-value orders, capturing 62% of the value share despite delivering fewer vessels compared to China, which delivered 21 ships but only secured 19% of the value share [1][3] - China's shipbuilding sector is highly efficient, holding nearly 60% of global orders and planning production schedules up to 2029, yet it faces challenges in improving profitability and moving towards high-value products [3][5] - South Korea excels in the LNG carrier segment, achieving a remarkable operating profit margin of 12.7%, indicating a strong demand for high-end market products that require advanced technology [5][6] Industry Analysis - The report highlights the disparity in technological capabilities between China and South Korea, with South Korea achieving over 85% localization in key technologies, while China relies on foreign technology for critical components [5][6] - Shipowners are increasingly favoring established shipyards with proven technology, as evidenced by the recent order split between Evergreen Marine, which allocated 6 vessels to South Korea and 5 to China, reflecting a strategic assessment of technological reliability [8] - The shipbuilding industry in China must shift focus from merely increasing the number of vessels delivered to enhancing the quality and value of products, necessitating investment in R&D and a long-term strategy to develop proprietary technologies [8][10]