《日经亚洲》20日报道，与积极推进与美国合作的韩国造船业不同，日本造船企业即便面临政府施压，对美国造船业的投资仍持消极态度。 报道称，尽管日本政府在与美国的关税谈判过程中曾推动造船领域合作，但日本造船业因美国市场劳动力成本高昂且供应链脆弱，对向该市场投入资金持 谨慎态度。 日本最大造船集团今治造船社长桧垣幸人在7月23日的业绩发布会期间表示："目前暂不考虑对美投资。"尽管日本当局要求与美国造船业合作，但桧垣幸 人表示："日本在全球造船市场份额已降至13%，公司目前没有能力帮助美国，并希望将资金投入到日本国内造船业。" 根据日本和美国于7月23日达成的全新贸易协议，日本将基于该协议向美国提供5500亿美元的投资和贷款，重点关注包括造船业在内的关键产业。 美国白宫在关于日本计划设立的投资基金的新闻稿中解释称，"投资内容包括新建船厂、现有船厂设施现代化改造，以及对商船和海洋防务领域的投资。" 日本政府也表示："为构建双方均能受益的弹性供应链，将开展紧密合作"，并将造船业作为此类努力的一部分。 然而，《日经亚洲》指出，对于投资与否，日本各界存在分歧。日本造船企业不仅对美投资持消极态度，对于在日本维修美国军舰也反应冷淡 ...

【文/观察者网 王一】当地时间8月24日，韩国总统李在明结束对日本的访问后飞抵美国华盛顿，开启 为期三天的美国访问行程，并将于25日与美国总统特朗普举行会谈。他在专机上表示，此次美国访问之 行，他与特朗普将就韩美安保问题、国防开支、贸易等议题进行磋商。 美国《纽约时报》援引美国国际战略研究中心（CSIS）韩国问题专家西德尼·塞勒（Sydney Seiler）的观 点臆测称，如果特朗普觉得他需要从李在明处获得更多公开声明，以显示韩国在应对"中国经济和军事 威胁"上与美国合作的立场，这或许会迫使李在明做出更多计划外的承诺。 比如在造船领域，美国《华尔街日报》指出，发生冲突时，美国可以将更多维护任务转移到印太地区盟 国的船厂，"这是中国无法具备的优势"。 美国图谋拖韩国下水"对付中国" 韩联社报道称，25日李在明将与特朗普举行就任82天后的首次韩美元首会谈，双方预计将就上月底达成 的经贸协议细节问题、提升驻韩美军战略灵活性等重点议题进行讨论。 24日，李在明在从日本飞往美国的专机上对记者表示，不想对议题设限，"希望把必要的事情都谈一 遍"，但是"首脑会谈中突然出现的议题并不多，主要议题还是"安保、国防预算和关税问题 ...

Core Viewpoint - The United States is facing significant challenges in the shipbuilding industry, with China dominating the market and holding a 53% share, while the U.S. only accounts for 0.1% [1]. Group 1: U.S. Shipbuilding Industry Challenges - The U.S. shipbuilding capacity has significantly declined over the past two decades, with aging facilities and frequent equipment failures failing to meet the U.S. Navy's maintenance needs [1][5]. - The U.S. Navy's unmanned vessel projects have encountered multiple failures, including incidents of vessels losing control and sinking due to software issues and operational errors [2]. - The U.S. is attempting to collaborate with South Korea and Japan to bolster its shipbuilding capabilities, with South Korea proposing an investment of $150 billion [5]. Group 2: Structural and Policy Barriers - Long-standing protectionist policies, particularly the Jones Act, create substantial barriers for international cooperation in shipbuilding [7]. - The U.S. faces a labor shortage in skilled shipbuilding workers, making it difficult to compete with South Korea and Japan, which also rely on foreign labor [8]. - Even with foreign investment, the outdated U.S. shipyards may struggle to restore production capabilities in the short term [7]. Group 3: Future Outlook - The measures taken by the U.S. to counter China's dominance in shipbuilding, including seeking foreign partnerships and developing unmanned vessels, may not be sufficient to reverse the current trend [10]. - A comprehensive reform in technology innovation, talent development, and supply chain reconstruction is necessary for the U.S. to effectively compete with China in the shipbuilding sector [10].

处暑刚过，暑气依旧发威。站在浙江振兴船舶修造有限公司办公楼走廊上，阵阵海风席卷热浪扑面而来。 和当前的气温一样，浙江振兴船舶修造有限公司的修造业务同样火热。 浙江振兴船厂。潮新闻记者 王嘉楠 摄。 浙江振兴船舶修造有限公司颜伟军介绍，自2023年以来，公司修造船舶订单数量开始稳步增长截至目前，仅造船订单已经达到15个，"排队已经排到2027 年，很多都是国外订单，包括东南亚国家的。" 颜伟军介绍，由于行业周期性等因素影响，整个造船行业都处于新一轮高峰。近两年来企业的龙门吊、船台、船坞都处于满负荷运转，甚至不够用。 浙江振兴船厂。 潮新闻记者 王嘉楠 摄。 据媒体报道，今年1-6月，全球新船订单总量为1938万修正总吨（647艘），其中中国船企订单量为1004万修正总吨（370艘），市占率52%，位居世界第 一。 "说明中国的制造技术已经被世界各国认可，这也让我们感到挺自豪的。"颜伟军说。 潮新闻 记者 王嘉楠 季建荣 ...

Group 1 - South Korean President Lee Jae-myung's visit to Japan and the United States signals a shift in diplomatic relations, breaking the traditional order of visits [1][2] - The visit includes meetings with Japanese Prime Minister Kishida Fumio and U.S. President Trump, emphasizing the importance of U.S.-Korea relations amidst previous tensions [1][5] - The investment in the Philadelphia shipyard is part of a broader strategy to enhance U.S.-Korea military cooperation and economic ties, particularly in shipbuilding [2][5] Group 2 - The shipyard investment is linked to the "Make American Shipbuilding Great Again" initiative, highlighting the collaboration between South Korean and American shipbuilding industries [2][5] - Data from Clarksons indicates that South Korea's shipbuilding order backlog is lower than China's, suggesting potential challenges in future order acquisition [4] - The diplomatic approach towards Japan reflects a desire for improved relations, despite historical tensions, with Lee advocating for practical diplomacy [8][12] Group 3 - The ongoing military exercises and joint operations with the U.S. and Japan indicate a commitment to regional security, despite Lee's left-leaning political background [9][11] - Lee's administration aims to balance relations with the U.S. and Japan while seeking a path towards reconciliation with North Korea, which remains a complex challenge [12]

Group 1 - The core project "MASGA" (Make American Shipbuilding Great Again) involves a specialized shipbuilding fund of up to $150 billion, aimed at enhancing U.S.-Korea shipbuilding cooperation [2][3] - The three major Korean shipbuilders, HD Korea Shipbuilding & Marine Engineering, Hanwha Ocean, and Samsung Heavy Industries, along with the Korea Shipbuilding & Marine Equipment Association (KOSHIPA), have established a task force to discuss the implementation of the MASGA project [2][3] - The fund is part of Korea's commitment to a total investment of $350 billion in the U.S., with the shipbuilding fund representing 43% of this total, making it the largest specialized fund in a single industry under the U.S.-Korea trade agreement [3] Group 2 - The fund will support various areas including new shipyard construction, talent development, shipbuilding, and MRO (maintenance, repair, and overhaul), although specific operational details are yet to be disclosed [3][4] - Hanwha Ocean is noted for its proactive investment strategy in the U.S., having acquired 100% of the Philly shipyard for $100 million, aiming to enhance its shipbuilding capacity significantly by 2035 [6][7] - HD Modern Group is also accelerating its collaboration with U.S. shipbuilders, having signed memorandums with major U.S. companies to enhance shipbuilding capabilities and reduce costs [9][10] Group 3 - The task force's role includes gathering industry trends and sharing information with the U.S. side, potentially evolving into a formal communication channel to reflect industry needs [3][4] - The Korean government emphasizes the importance of identifying quality projects to ensure the effective deployment of the fund, alongside securing necessary funding [4] - Samsung Heavy Industries is exploring various cooperation opportunities with U.S. shipbuilders, including joint construction and business expansion [10]

Core Viewpoint - The Chinese shipbuilding industry remains the largest globally despite facing challenges from strict carbon emission regulations and market fluctuations, with a strong focus on green shipping and technological innovation [1][4]. Group 1: Regulatory Changes and Industry Response - The International Maritime Organization's (IMO) revised Annex VI of the International Convention for the Prevention of Pollution from Ships has introduced stringent carbon emission regulations effective from August 1, 2023 [1][3]. - The Norwegian classification society DNV is assisting clients in adapting to these new regulations by providing compliance strategies, alternative fuel options, and energy-saving technology recommendations [3][4]. Group 2: Market Dynamics and Trade Relations - China is Norway's largest trading partner in Asia, with bilateral trade expected to reach $10.18 billion in 2024, marking a 31.7% year-on-year increase [3]. - DNV's market share in China accounts for approximately 28% of its global business, with significant growth in regional operations and revenue over the past five years [4]. Group 3: Decarbonization Challenges and Strategies - The transition to decarbonization in shipping is gradual, with about 92% of the global fleet still using traditional fuels [5][6]. - DNV emphasizes the importance of energy efficiency measures and collaboration among stakeholders to accelerate the transition to greener shipping practices [8][9]. Group 4: Technological Innovation and Future Outlook - DNV has established several research centers in China to promote digitalization and innovation in the maritime sector, reflecting a commitment to the Chinese market [9][11]. - The Chinese shipbuilding industry has evolved into a leader in high-end ship construction, with significant advancements in various vessel types, including LNG carriers [12].

Group 1: Global Container Shipping Market Overview - The global container shipping market in the first half of 2025 is characterized by "policy disruptions, demand differentiation, and capacity restructuring," leading to a "weak growth, high volatility" new normal due to U.S. tariff policies and geopolitical conflicts [1][2] - Container trade volume growth is expected to slow, with a projected year-on-year increase of 4% to 6% for 2025, which is lower than historical highs but indicates a return to a healthier growth range [1][2] - The global container fleet is operating at full capacity, with idle vessels remaining at historically low levels [1] Group 2: Container Shipping Rates - Container shipping rates experienced a decline followed by a recovery in the first half of 2025, with the China Container Freight Index (CCFI) rising to 1,277.46 in June, down 27.80% from the same period in 2024 [6] - The average CCFI for the first half of 2025 was 1,258.46, which is an 8.31% decrease compared to the average during the market upturn in 2024 [6] Group 3: Market Structure and Competition - The top container shipping companies maintain a stable ranking, with the top four companies holding 57.50% of the global market share [8][9] - The operational status of shipping companies shows regional differentiation, with those focusing on near-sea routes performing better compared to those reliant on trans-Pacific routes [8] Group 4: Container Shipbuilding Market - In the first half of 2025, the global container shipbuilding market saw new ship orders increase by 25.78% year-on-year, with a total of 192.01 million TEU and 202 vessels ordered [11] - The trend towards larger and greener vessels continues, with 85.55% of new orders being for ships using or reserving green fuels [15] Group 5: Second-Hand Container Ship Market - The second-hand container ship market showed signs of recovery in the first half of 2025, with 119 vessels sold, although this represents a 16.78% decrease compared to the same period in 2024 [18] Group 6: Future Outlook - The supply side is expected to see a continued slowdown in capacity growth, with the global container fleet capacity reaching 31.7887 million TEU, growing by 8.3% year-on-year [20] - Demand differentiation is likely to intensify, particularly with the long-term impact of U.S. tariff policies suppressing trans-Pacific route demand while near-sea routes may become key growth areas [27]

Group 1 - DH Shipbuilding reported consolidated revenue of 296 billion KRW (approximately 1.53 billion RMB) in Q2, a year-on-year increase of 16.7% [1] - The company achieved an operating profit of 62.5 billion KRW (approximately 320 million RMB) in Q2, representing a year-on-year growth of 84.4% [1] - For the first half of the year, DH Shipbuilding accumulated revenue of 603.7 billion KRW (approximately 3.12 billion RMB) and an operating profit of 132.2 billion KRW (approximately 680 million RMB), with an operating margin of 21.9% [1] Group 2 - Since being acquired by KH Investment Group in 2022, DH Shipbuilding has implemented strategies focused on high-value-added vessels, internalizing external manufacturing segments, maximizing equipment efficiency, and fine-tuning cost management, leading to improved revenue and profitability [3] - The company has stabilized the delivery of its main vessel types at a rate of one vessel per month in the first half of the year, with plans to start constructing high-value-added vessels like oil tankers in the second half [3] - DH Shipbuilding aims to maintain its industry-leading operating profit margin and establish itself as a competitive shipyard in the global market [3] Group 3 - In 2023, DH Shipbuilding received orders for two Suezmax oil tankers from Greek shipping company Sun Enterprises, with a total order value of approximately 180 million USD, expected to be delivered in Q1 2027 [4]

Group 1 - South Korea's President Lee Jae-myung met with U.S. Senators Andy Kim and Tammy Duckworth to discuss shipbuilding cooperation and enhancing U.S. capabilities through partnerships with South Korea and Japan to counter China [1][3] - The upcoming South Korea-U.S. leaders' meeting on August 25 aims to achieve substantial results in shipbuilding and other areas, with U.S. senators expressing high expectations for collaboration with South Korea, recognized as a global economic powerhouse in advanced technology [3] - The U.S. Navy's shipbuilding capacity has declined to levels lower than in 2003, with existing facilities aging and requiring longer and more costly repairs, highlighting the urgency for capacity rebuilding [3] Group 2 - The U.S. and its allies, Japan and South Korea, have identified four potential cooperation paths in shipbuilding, including maintenance, acquisition of U.S. shipyards, joint military ship production, and purchasing ships built by allied shipyards [4] - The U.S. faces significant challenges in revitalizing its shipbuilding industry, including longer construction times and costs that are nearly five times higher than those in Asia, alongside a shortage of skilled labor even if technology transfer occurs [4] - The urgency for U.S. shipbuilding is driven by the need to address the significant lag behind China's naval shipbuilding capabilities, prompting protective measures against Chinese shipbuilding [4]