近日，印度的动作可不小。 政府宣布了一项7000亿卢比（大约80亿美元）的扶持计划。 希望印度造船业在2030年冲进世界前十。 直到2024年莫迪提出的印度2047愿景，又把造船业的目标拎出来强调。 可看了印度目前的发展，这野心着实有点太大了！ 根据内容显示，这个计划被称为"海上马鲁蒂时刻"。 希望能通过政府主导的政策推动，来提升印度在全球造船业的地位。 如果可以的话，在2047年可以跻身世界前五。 至于起这么一个名字，是因为在20世纪80年代印度有一个"马鲁蒂-铃木"式的投资。 靠印资和外资联手，把造船业给支棱起来。 早在2014年莫迪政府上台，就喊过要重振印度造船业的口号。 这些年也没少找中、日、韩谈合作，想引进船企和技术，推进印度制造，可一直没见多大成效。 而且今年初，印度还成立了国有的巴拉特集装箱公司，定位跟我国的中远海运类似。 计划运营100艘以上集装箱船，抢世界航运市场的份额。 这一系列操作，看得出来是铁了心要在海事领域发力。 再看这次7000亿卢比的计划，内容分得还挺细。 有2473.6亿卢比的船舶建造财政援助计划，给造船厂直接发补贴。 造100亿卢比以下的船补15%，超过的补20%。 要是环保 ...

中日造船业的较量，实质上是两国工业实力的较量，就像一场"龙与虎"的对决。最终谁能笑到最后，谁就能在全球造船市场占据重要位置。 先来看看日本，曾经的世界造船领袖。二战后，日本经济恢复得很快，造船业也迅速崛起。到了20世纪60年代，日本已经成为全球最大的造船国 家。那个时期，日本的造船技术和工艺非常先进，尤其在液化天然气运输船和超大型油轮的制造上，可以说日本是行业的"领头羊"。 造船业并不只是简单的制造船只，它涉及到一个国家的工业水平与经济实力，甚至可以说，它是衡量一个国家工业发展状况的"风向标"。哪里造船 业兴旺，哪里的工业就会得到推动。 到了2023年，日本的造船完工量依然可观，达到了1500万载重吨。尽管面临来自全球各地的激烈竞争，日本仍然保持着一定的市场份额和生产能 力。然而，随着时间的推移，劳动力成本上升、人口老龄化以及国际市场的压力，使得日本造船业的辉煌逐渐褪色。 再来看看中国，中国的造船业发展则有些像"后来者居上"的故事。从20世纪90年代起，中国政府加大了对造船业的投资，并出台了有力的政策支 持。通过这些举措，中国的造船业得到了迅速发展。到2023年，中国的造船完工量达到了4232万载重吨，占全球 ...

以下文章来源于底线思维 ，作者大伊万 底线思维 . 观察者网时评专栏 本文来自微信公众号： 底线思维 ，作者：大伊万，题图来自：视觉中国 根据印度港口、航运和水道部 （MoPSW） 的消息，该扶持计划的核心意图，是通过改善造船业的 长期融资渠道，支持新建船厂，提升技术能力和构筑法律保障等，提振印度的造船能力。 近日，印度政府宣布了一项总额为7000亿卢比 （约80亿美元） 的造船业扶持计划，试图复刻20世纪 80年代"马鲁蒂-铃木" （Maruti-Suzuki） 式的印资－外资合作机制，目标直指让印度在2030年进入 世界造船业前十、在2047年进入世界造船业前五的行列，可谓雄心勃勃。 然而，这一宏伟目标的实现并非坦途。 印度造船业：曾经辉煌 自印度独立以来，印度造船业发展十分缓慢。印度产船舶长期处于水平低，吨位小的阶段。仅仅在本 世纪的最初十年，借助全球化步伐，印度造船业迎来过一个还算不错的发展时期，船舶出口总额也一 度从不到1亿美元猛然膨胀到11亿美元。但即便在印度造船业最繁荣的2011年，其占世界造船市场的 比重也仅有3.7%，此后便开始逐渐下降。 就印度造船业的现状而言，只能说"潜力较大"吧。202 ...

近日，印度政府宣布了一项总额为7000亿卢比（约80亿美元）的造船业扶持计划，试图复刻20世纪80年 代"马鲁蒂-铃木"（Maruti-Suzuki）式的印资－外资合作机制，目标直指让印度在2030年进入世界造船 业前十、在2047年进入世界造船业前五的行列，可谓雄心勃勃。 然而，这一宏伟目标的实现并非坦途。 那么，莫迪政府此次宣布的、总额约为7000亿卢比（实为6972.5亿）的造船业扶持计划，包括了哪些内 容？计划的总体可行性如何呢？ 根据印度港口、航运和水道部（MoPSW）的消息，该扶持计划的核心意图，是通过改善造船业的长期 融资渠道，支持新建船厂，提升技术能力和构筑法律保障等，提振印度的造船能力。 在这一总体思路之下，印度意图通过如下几个方面来整体提升造船业能力： 第一部分是船舶建造财政援助计划（SBFAS），为造船厂提供直接的财政支持，总金额为2473.6亿卢比 （约为198亿元人民币）。根据披露信息，该计划将执行到2036年3月。根据相关信息披露，计划中规 定，价值低于100亿卢比的船舶将获得15%的补贴，而超过这一门槛的船舶将获得20%的补贴。此外， 如果环保型船舶包括30%的本土附加值的话，将 ...

Investment Rating - The report maintains a positive outlook on the shipping and shipbuilding sectors, recommending specific companies such as China Merchants Energy Shipping and China Shipbuilding Industry Corporation [4][5]. Core Insights - The report highlights a stabilization in second-hand ship prices, with VLCC (Very Large Crude Carrier) prices increasing by $1 million to $88 million and bulk carrier prices rising by $3.5 million to $50 million. The shipping sector is expected to recover, with a focus on companies like China Merchants Energy Shipping and China Shipbuilding Industry Corporation [4]. - The report emphasizes the resilience of VLCC freight rates, which have shown a 9% decline week-on-week but remain strong at around $81,884 per day. The demand for crude oil is expected to remain robust, supported by China's refinery operations and OPEC's production adjustments [4]. - The report notes that the logistics sector is entering a new phase of competition, with a focus on price stability and potential mergers and acquisitions in the express delivery industry. Companies like Shentong Express and YTO Express are highlighted for their competitive advantages [4][5]. Summary by Sections Shipping Sector - Second-hand ship prices have stabilized, with VLCC prices up by $1 million to $88 million and bulk carrier prices up by $3.5 million to $50 million. The shipping sector is expected to recover, with recommendations for China Merchants Energy Shipping and China Shipbuilding Industry Corporation [4]. - VLCC freight rates have shown resilience, currently at $81,884 per day, despite a 9% week-on-week decline. The demand for crude oil is expected to remain strong due to refinery operations in China and OPEC's production adjustments [4]. Logistics Sector - The express delivery industry is entering a new phase of competition, focusing on price stability and potential mergers and acquisitions. Companies like Shentong Express and YTO Express are highlighted for their competitive advantages [4][5]. Transportation Sector - The transportation index has decreased by 2.03%, underperforming the Shanghai Composite Index by 3.10 percentage points. The cross-border logistics sector showed the highest increase of 0.21%, while the road freight sector experienced the largest decline of 6.94% [5].

Core Viewpoint - The U.S. has implemented a new policy targeting China's shipbuilding industry, imposing additional service fees on Chinese-built ships entering U.S. ports, aiming to curb China's dominance in shipbuilding and support its own shipyards [2][3]. Group 1: U.S. Policy and Its Implications - The U.S. Trade Representative's office announced a policy on February 21, 2025, requiring additional fees for Chinese-built ships, starting from October 14, with fees set at $50 per ton for Chinese ships and $18 per ton or $120 per container for non-Chinese ships [2]. - The policy stems from a Section 301 investigation initiated on April 17, 2024, which highlighted China's subsidies and market practices, leading to significant cost increases for Chinese ships entering U.S. ports [3]. - The average cost for a large Chinese-built ship could double, resulting in an increase of $200 per TEU (Twenty-foot Equivalent Unit) for shipping costs, which poses challenges for global trade [3]. Group 2: China's Shipbuilding Industry Performance - China's shipbuilding industry has been performing exceptionally well, with a completion rate of 55.7% of global shipbuilding, 74.1% of new orders, and 63.1% of hand-held orders as of January 16, 2024 [5]. - China leads in 14 out of 18 major ship types, including bulk carriers, oil tankers, and container ships, and has captured over 70% of global orders for green ships in the first three quarters of 2024 [5]. Group 3: Impact on Global Shipping and Competitors - Following the U.S. policy announcement, Chinese ship orders plummeted, with Norwegian and European shipping giants redirecting 30% of their orders to South Korean shipyards, which are now benefiting from the situation [6]. - South Korean shipyards, such as Hyundai Heavy Industries and Samsung Heavy Industries, have introduced "zero-risk compensation clauses" to attract clients and have seen a 25% increase in order tonnage by July [6]. - The global shipping chain has been disrupted, leading to increased shipping costs for high-value goods and a significant drop in shipping stocks on Wall Street [9]. Group 4: China's Countermeasures - In response to the U.S. policy, China has initiated reciprocal measures, including additional fees on Boeing aircraft entering Chinese ports and antitrust investigations into Qualcomm, impacting U.S. companies heavily reliant on the Chinese market [11]. - Chinese shipyards are upgrading their equipment and improving efficiency to capture markets in Southeast Asia and India, maintaining their leading position in global orders [11]. Group 5: Long-term Industry Dynamics - The ongoing trade conflict represents a struggle for global maritime influence, with shipping accounting for over 90% of world trade, and future trends leaning towards green transformation and digitalization [12]. - Despite U.S. efforts to regain its shipbuilding industry, analysts suggest that China's market share will remain above 60%, as the resilience of its industrial chain and international cooperation will enable it to adapt [12][14].

Core Viewpoint - The article highlights the strategic development of the marine economy in Jimo District, Qingdao, aiming for high-quality growth through technological innovation and the establishment of a modern marine industry system by 2027 [1][2][4]. Summary by Relevant Sections Marine Economy Development - By 2027, Jimo is expected to have over 255 marine-related enterprises and more than 90 high-tech marine companies, with a marine production value reaching 778 billion yuan, maintaining an annual growth rate of around 7% [1]. - In 2024, the marine production value is projected to be 635 billion yuan, reflecting a year-on-year growth of 7.4% [1]. Emerging Industries - The "4+3+2" modern marine industry system includes four emerging industries: marine renewable energy, marine equipment, marine pharmaceuticals and bioproducts, and marine new materials [2][3][4]. - The Jimo offshore photovoltaic project, the first of its kind in China, plans to construct a 1.15 million kW pile-based photovoltaic power generation project, expected to generate approximately 1.07 billion kWh of green electricity annually [2]. Marine Equipment Industry - The Jimo marine equipment industry is highlighted by the successful delivery of the fourth bulk carrier for Sea Tankers, positioning the area as a leading base for shipbuilding [3]. - The focus is on high-tech and high-value shipbuilding, with plans to develop underwater robots and other advanced marine equipment [3]. Marine Pharmaceuticals and New Materials - Jimo aims to foster innovation in marine pharmaceuticals, with projects like the development of new products from marine brown algae and the approval of generic drugs [4]. - The marine new materials sector is advancing with key projects such as the Qingdao Blue Valley Membrane Technology Industrial Park [4]. Traditional Industries - Jimo is also leveraging traditional marine industries like tourism, fisheries, and transportation to support the transition to new economic models [6][7]. - The construction of a national underwater archaeology museum is expected to enhance the traditional marine tourism sector [6]. Business Environment and Support - The district is enhancing its business environment through initiatives like the "iQing" marine service brand, which aims to support marine enterprises with financial incentives and project assistance [8][9]. - The government is actively engaging with enterprises to improve project application quality and support [9]. Future Directions - Jimo is targeting future industries such as deep-sea development and marine information technology, with plans to establish a deep-sea technology research and development system [7]. - The district is committed to fostering a collaborative environment for talent and technology exchange to support the marine economy [9].

Core Viewpoint - The company is undergoing a transformation in its product structure, focusing on green and intelligent shipbuilding, while expanding its product offerings to include high-value vessels such as luxury cruise ships and large container ships [1][3][5]. Group 1: Product Structure Transformation - The company has evolved from primarily building bulk carriers and oil tankers to a diversified product range that includes luxury cruise ships, large container ships, and specialized vessels [3][5]. - The first domestically built large cruise ship, "Aida·Magic City," was successfully delivered on November 4, 2023, marking a significant milestone in China's cruise ship construction technology [3][5]. - The company has delivered a total of 602 vessels, amounting to 10.12 million deadweight tons [1]. Group 2: Green and Intelligent Shipbuilding - The company is transitioning from traditional single-fuel diesel engines to dual-fuel systems, incorporating ammonia and methanol fuels to meet stricter carbon emission regulations [5][6]. - The company has developed the "SWS-TIME" digital shipbuilding platform, which integrates various management processes and allows employees to track their tasks and progress via mobile devices [6][7]. Group 3: Export and Market Opportunities - The company's foreign trade export volume has exceeded $40 billion, with projections of $2 billion in annual exports for 2023, 2024, and 2025 [7]. - The current order book is heavily weighted towards container ships, which account for about half of the orders, alongside oil tankers and car carriers [7]. Group 4: Smart Warehouse Management - The company has implemented an intelligent warehouse system that automates the storage and retrieval of heavy materials, significantly improving efficiency [10][12]. - The intelligent warehouse, operational since October 2023, covers an area of 6,000 square meters and utilizes advanced technologies for real-time inventory management [10][12]. - The "cloud unpacking" method allows for remote inspection of materials, enhancing flexibility and efficiency in the verification process [11].

据了解，此次船队扩充计划的推出，得益于孟加拉国航运公司前所未有的盈利表现。2023-2024财年，孟加拉国航运公 司实现创纪录利润24.969亿塔卡，创下自1972年成立以来的最高盈利纪录。这一业绩主要得益于全球航运市场有利的 运费水平以及公司运营效率的提升。2024-2025财年，孟加拉国航运公司盈利势头持续向好，前9个月利润同比增长 30%，达21.933亿塔卡；营收同比增长24%，达42.9亿塔卡。 图源：网络 孟加拉国航运公司航运顾问、退役准将M Sakhawat Hussain强调，此次采购是孟加拉国航运公司首次在不依赖外部资 金的情况下购置船舶。新船预计将为孟加拉国航运公司带来每年1.5亿塔卡（约合123.1万美元）的收入增长，并使其 运输能力提升约12万载重吨（DWT）。 据悉，此次采购的2艘散货船将在中国建造，采用环保节能设计，符合国际海事组织（IMO）最新标准，并将配备先 进的欧洲及日本技术设备，包括源自西班牙的泵类装置与挪威的压缩机。 孟加拉国航运公司表示，此前孟加拉国航运公司的船舶采购均依赖政府资金支持，此次通过自有资金购船的举措，体 现了其扩大航运业市场份额、提升船队运力的战略布局。首 ...

Core Viewpoint - China Shipbuilding participated in the "Communicating Value and Building Confidence for the Future" event, highlighting the integration of research and development capabilities post-restructuring with China Shipbuilding Industry Corporation [1] Group 1 - The company indicated that prior to the restructuring, there was significant overlap in ship types among its shipyards [1] - Important technological breakthroughs have been achieved in various fields such as container ships, LNG ships, bulk carriers, and government vessels in recent years [1] - Post-restructuring, the integration of research systems will enhance efficiency, reduce costs, and improve profitability through technology sharing and collaborative efforts [1]