Core Insights - The Chinese shipbuilding industry is experiencing significant growth, with full order books extending to the end of 2028 and some orders reaching into 2029 [1][3]. Industry Overview - As of June 2025, Chinese shipbuilders have secured 64.2% of global new ship orders during the "14th Five-Year Plan" period, an increase of 15.1 percentage points compared to the "13th Five-Year Plan" [2]. - China has maintained its position as the world's leading shipbuilding nation for 16 consecutive years, with a market share that continues to grow despite external pressures, such as the U.S. imposing so-called "service fees" on Chinese vessels [2]. - Recent developments include the New Zealand government transferring two large ferry orders from a South Korean company to Chinese shipbuilders, highlighting international recognition of China's shipbuilding capabilities [2]. Key Performance Indicators - As of the first three quarters of 2025, China leads the global market in three critical shipbuilding metrics: - Completed ship volume: 53.8% of the world total by deadweight tonnage [2]. - New orders received: 67.3% of the global market share [2]. - Backlog of orders: 65.2% of the total worldwide [2].

近日，新西兰将两艘大型渡轮的建造订单，交给中国船舶集团旗下的广船国际。这个订单原本由韩国现代尾浦船厂承接，但新西兰方面取消了原有项目，转 而选择中国企业。新西兰铁路部长彼得斯公开表示，对中国船厂的专业能力、技术实力和生产规模充满信心。 这个案例反映了全球造船市场格局的深刻变化。过去几十年，造船中心从欧洲转移到日本，再到韩国，如今中国正在成为不可忽视的力量。中国造船企业不 仅具备成本优势，更重要的是积累了建造各种复杂船型的经验。从大型集装箱船到液化天然气运输船，再到高端渡轮，中国船厂已经证明了自己的能力。 对此，有人直言不讳地说，选择中国就是因为便宜，商家都是追着利润走，中国工人的工资水平较低使得造船成本具有竞争力。但也有人反驳，现在早不是 单纯拼成本了，2024 年中国造船拿了全球 74.7% 的新订单，要是只靠低价，根本守不住这么大的份额。中国船厂能中标，质量和技术才是关键。 全球造船霸主的迁移从来不是简单的 "谁更便宜"，而是产业升级的自然结果。20 世纪 60 年代日本超欧美，80 年代韩国超日本，都是先靠成本优势切入， 再靠技术升级站稳脚跟。中国现在走的是同样的路，但步子更快。 这个案例或许预示着全球 ...