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。 ...

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。 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。 （文章来源：商务部网站） 部长王文涛 2025年11月10日 ...

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]

Core Viewpoint - The Indian maritime industry is rapidly developing, with a focus on expanding shipbuilding capabilities and increasing global market share, particularly as geopolitical risks prompt shipping companies to diversify their orders away from China [4][6]. Group 1: Industry Overview - Over 500 companies participated in the maritime exhibition in Mumbai, highlighting the global interest in strengthening maritime systems [4]. - The global shipbuilding market is dominated by China, South Korea, and Japan, which together account for over 90% of the market share, leaving India yet to establish a significant presence [2][10]. Group 2: Government Initiatives - The Indian government aims to transform the country into a global maritime hub, targeting an increase in the share of Indian ships in global freight from approximately 1% to 20% by 2047 [6]. - A support package worth 697.3 billion rupees (approximately 55.88 billion yuan) has been announced, which includes the establishment of a maritime development fund for shipbuilding and marine infrastructure [6]. Group 3: Company Developments - Cochin Shipyard, the largest shipbuilding company in India, has successfully delivered 70 small commercial vessels and is now focusing on international orders, having recently secured a contract for six container ships from CMA CGM [8][9]. - The company reported a sales increase of over 20% year-on-year for the fiscal year 2024, reaching approximately 50 billion rupees (around 4.01 billion yuan) [8]. Group 4: Market Dynamics - The geopolitical climate has led to increased risks associated with ordering ships from China, prompting shipping companies to seek alternatives, which benefits the Indian shipbuilding sector [9]. - The number of completed ships in India for the fiscal year 2023 is expected to reach around 200, tripling the figures from 2020 [9].

Core Viewpoint - The article discusses the economic performance of various cities in China during the first three quarters of 2025, highlighting GDP growth rates and the emergence of new economic powerhouses among both traditional and non-traditional cities [1][2][3]. Group 1: Economic Performance of Major Cities - Beijing, Shanghai, and Shenzhen are leading in GDP growth, supported by high-tech industries, particularly in artificial intelligence and new energy vehicles [2][3]. - Guangzhou's economy is stabilizing with significant improvements in industrial output and foreign trade, which increased by 12.5% [2]. - Ningbo has surpassed Tianjin in GDP, while Qingdao is closing in on Tianjin, indicating a potential shift in economic rankings among northern cities [3]. Group 2: Emerging Cities and Economic Clubs - The number of trillion-yuan GDP cities is expected to increase, with cities like Wenzhou, Xuzhou, and Dalian vying for entry into the trillion-yuan club [11][12]. - Wenzhou has shown consistent GDP growth exceeding 6% for ten consecutive quarters, driven by industrial contributions, particularly in electronics and automotive manufacturing [15]. - Xuzhou is recognized for its engineering machinery industry, benefiting from major domestic and international projects, while Dalian's strengths lie in its port and shipping capabilities [15][16]. Group 3: Non-Capital City Dynamics - The competition for the title of the leading non-capital city in Central and Western China is intensifying, with cities like Luoyang, Xiangyang, and Yichang emerging as contenders [20][21]. - Yichang has the highest GDP growth rate among the top 50 cities, driven by industrial diversification and emerging sectors like lithium batteries and biomedicine [22]. - The success of non-capital cities heavily relies on their industrial base and the development of new industries, as they lack the administrative advantages of capital cities [23][24].

Core Insights - HD Korean Shipbuilding & Marine achieved significant financial growth in Q3 2025, with operating revenue of 75,815 billion KRW (approximately 53.4 billion USD), a year-on-year increase of 21.4% [2] - The company reported an operating profit of 10,538 billion KRW (approximately 7.42 billion USD), marking a remarkable year-on-year growth of 164.5% [2] - Net profit reached 767 billion KRW (approximately 54 million USD), reflecting a staggering year-on-year increase of 397% [2] - This quarter marked the first time the company's operating profit exceeded 1 trillion KRW [2] Financial Performance - For the first three quarters of the year, HD Korean Shipbuilding & Marine recorded cumulative operating revenue of 217,826 billion KRW (approximately 153.97 billion USD) and cumulative operating profit of 28,666 billion KRW (approximately 20.9 billion USD) [2] - In Q1 2025, the company achieved operating revenue of 67,717 billion KRW (approximately 47.13 billion USD), a year-on-year increase of 22.8%, with an operating profit of 8,592 billion KRW (approximately 5.98 billion USD), up 436.3% [3] - In Q2 2025, operating revenue was 74,284 billion KRW (approximately 53.44 billion USD), a year-on-year increase of 12.3%, and operating profit was 9,536 billion KRW (approximately 6.86 billion USD), up 153.3% [3] Business Segments - The shipbuilding segment saw balanced growth across all areas, with operating revenue of 61,985 billion KRW (approximately 43.65 billion USD) and operating profit of 8,658 billion KRW (approximately 6.1 billion USD), reflecting year-on-year increases of 16.5% and 128.9% respectively [5] - The engine machinery segment benefited from increased demand for dual-fuel engines due to stricter global environmental regulations, achieving operating revenue of 8,236 billion KRW (approximately 5.8 billion USD), a year-on-year increase of 31% [6] - The offshore equipment segment experienced revenue growth but reported a loss due to one-time expenses, with operating revenue of 2,804 billion KRW (approximately 1.97 billion USD) [6] Future Outlook - The company anticipates continued revenue growth driven by the construction of high-value ships and environmental compliance [6] - There is optimism regarding the LNG shipbuilding market, with expectations of over 100 new orders next year following recent approvals for LNG ship projects in the U.S. [6] - HD Korean Shipbuilding & Marine is also focusing on expanding its global submarine export business, having signed a letter of intent with the Peruvian Navy for joint development and construction [6] Parent Company Performance - HD Modern Group, the parent company, reported Q3 2025 operating revenue of 182,243 billion KRW (approximately 128 billion USD), a year-on-year increase of 9.8%, and operating profit of 17,024 billion KRW (approximately 12 billion USD), up 294.5% [7] - The group attributed its strong performance to robust growth in shipbuilding and power equipment sectors, along with a turnaround in the refining segment [7]

Core Viewpoint - The article highlights the rise of Taizhou, a city in Jiangsu province, as it aims to break out of its "mid-tier" status and achieve a GDP of over 1 trillion yuan, following its recent victory in a local competition, which has garnered significant attention and ambition for future growth [1][7][11]. Economic Goals - Taizhou has set a clear target to join the "trillion-yuan club" by the end of the 14th Five-Year Plan, marking its first explicit goal for such economic achievement [11][12]. - The city aims to increase its economic contribution within Jiangsu and improve its national ranking among cities [11][12]. Current Economic Status - As of last year, Taizhou's GDP was approximately 7020.95 billion yuan, which is lower than neighboring cities like Yangzhou and Yancheng, which have GDPs of 7809.64 billion yuan and 7779.2 billion yuan respectively [12][14]. - Despite being the youngest city in Jiangsu, Taizhou has shown significant industrial growth, particularly in shipbuilding and pharmaceuticals, which are key sectors for its economic development [14][16]. Industrial Development - Taizhou is recognized as the largest private shipbuilding base in China, with a stable performance in shipbuilding metrics, contributing significantly to the national and global markets [14][16]. - The city has also developed a robust pharmaceutical industry, with the establishment of the China Medical City, which has attracted over 1300 pharmaceutical companies, including major international players [16][17]. Recent Trends and Challenges - In the first three quarters of this year, Taizhou's industrial output value increased by 7.4%, outpacing the provincial average by 0.6 percentage points, with notable growth in marine engineering and biopharmaceutical sectors [18][21]. - However, challenges remain, such as a decline in shipbuilding orders and a slowdown in GDP growth, which was recorded at 5.4% for the first three quarters, below the initial target of 6% [20][21]. Future Initiatives - The city is actively pursuing new growth points by enhancing its focus on emerging industries, including robotics and artificial intelligence, to diversify its economic base [21][22]. - Taizhou's leadership is engaging in a new round of investment attraction efforts, targeting both local strengths and innovative sectors to bolster its economic ambitions [21][22].