大型LNG双燃料集装箱船
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不卷赛道,集运市场的“概念股”
Sou Hu Cai Jing· 2025-10-06 07:46
Group 1 - The container newbuilding market is witnessing a significant trend of increased orders for small and medium-sized vessels, particularly feeder container ships, driven by major shipping companies' enthusiasm for this vessel type [1][2][3] - Braemar's report indicates that many of these new orders are likely aimed at replacing aging vessels, with the average age of existing feeder ships reaching 22 years [2][3] - The expansion of feeder vessel capacity will allow carriers to tighten operations and increase port call frequency at secondary ports, alleviating congestion during transshipment [3][4] Group 2 - Major shipping companies like Mediterranean Shipping Company (MSC) and CMA CGM are actively placing orders for large LNG dual-fuel container ships, with MSC planning to order up to 12 vessels of 18,000 TEU capacity [5][6][8] - MSC has previously ordered 20 LNG dual-fuel container ships, indicating a continued commitment to diversifying fuel strategies [5][8] - The demand for large LNG dual-fuel container ships is rising, with companies like ONE and Evergreen also placing significant orders for vessels in the 14,000 to 24,000 TEU range [8][9] Group 3 - The global orderbook for container ships has reached a historical high of 10.4 million TEU, with orders accounting for 31.7% of the existing fleet, reflecting strong market demand for new capacity [9][10] - Chinese shipyards dominate the container ship construction market, securing 134 orders totaling approximately 1.17 million TEU, representing a market share of about 61% [9][10] - The top ten shipyards by container ship orders include seven from China, showcasing the country's production capacity and technological advantages in the sector [10] Group 4 - New Era Shipbuilding has re-entered the container ship market, securing over 60 orders for LNG-fueled vessels, marking a significant shift back to this segment after focusing on oil tankers [11] - The first LNG dual-fuel container ship built by New Era Shipbuilding was delivered to MSC, highlighting advancements in LNG fuel technology within the Chinese shipbuilding industry [11][12] - Yangzijiang Shipbuilding has also made strides in LNG dual-fuel technology, delivering the first of four LNG dual-fuel container ships, indicating a growing trend among Chinese shipyards to adopt advanced fuel systems [12][13]