记者从南京海关获悉，今年前三季度，江苏省出口各类船舶1078.4亿元，出口规模位居全国首位，同比增长38.3%，较去年提前3个月突破千亿元，并超去年 全年。其中，民营企业船舶出口323.6亿元，占比超三成。 （总台记者 叶奂 徐大为） 从船型看，液货船、集装箱船等主力船型出口稳步增长，同比分别增长134.2%、12.7%。今年以来，江苏锚定船舶海工高端化、绿色化、智能化方向，打造 通泰扬世界级船舶海工先进制造业集群。 ...

根据中国海关数据显示：2025年8月中国液货船出口数量为38艘，同比增长72.7%，出口金额为16.74亿 美元，同比增长157.9%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2025-2031年中国原油运输船行业市场运行格局及发展趋向研判报告》 数据来源：中国海关，智研咨询整理 近一年中国液货船出口情况统计图 ...

Economic Growth - Shanghai's GDP growth rate for the first three quarters is 5.5%, exceeding the national average and market expectations, with a growth rate of 5.1% in the first half of the year [1] - The economic structure adjustment and upgrading results are being realized, reflecting the proactive layout of key industries during the "14th Five-Year Plan" [1] Industrial Development - The industrial sector in Shanghai has shown significant improvement, with the total industrial output value increasing by 5.7% year-on-year in the first three quarters, driven by the three leading industries: artificial intelligence, integrated circuits, and biomedicine, which grew by 8.5% [2] - Strategic emerging industries now account for 44.1% of Shanghai's total industrial output value, indicating a shift towards new growth engines in the industrial sector [2] Cost Reduction Initiatives - Shanghai has implemented measures to reduce costs for industrial enterprises, resulting in a reduction of over 52 billion yuan in costs through the "17 measures for cost reduction and efficiency improvement" [3] - Industrial profits in Shanghai increased by 16.3% from January to August, with a profit margin of 6.3%, indicating improved efficiency [3] Financial Sector Performance - The financial sector has seen robust growth, with the Shanghai Stock Exchange's trading volume increasing by 38.4% in the first three quarters, and the securities business turnover growing by 95.2% [4][5] - The financial industry's added value reached 696.53 billion yuan, growing by 9.8%, while the information transmission, software, and IT services sector grew by 15.5% to 527.74 billion yuan [6] Export Growth - Shanghai's exports increased by 11.3% year-on-year in the first three quarters, with the export of the three leading industries reaching 193.67 billion yuan, growing by 10.3% [8][9] - High-end manufacturing exports also showed strong growth, with industrial robots and aerospace equipment exports increasing by 41.6% and 39%, respectively [9][10] Consumer Market Recovery - The retail sales of consumer goods in Shanghai grew by 4.3% year-on-year in the first three quarters, with significant increases in July to September [11] - The tourism sector has rebounded, with 25.49 million visitors during the recent holiday period, reflecting a 19.7% increase [11] Investment Trends - Fixed asset investment in Shanghai increased by 6% year-on-year in the first three quarters, surpassing the national average, contributing to the overall economic resilience [12]

Core Insights - Shanghai's total import and export value reached 3.34 trillion yuan in the first three quarters of the year, marking a 5.4% increase year-on-year, with the growth rate accelerating by 0.9 percentage points compared to the first eight months of the year [1] Trade Performance - Exports totaled 1.48 trillion yuan, reflecting an 11.3% year-on-year increase, while imports amounted to 1.86 trillion yuan, showing a 1.1% growth [1] - The quarterly import and export values were 1.01 trillion yuan, 1.14 trillion yuan, and 1.19 trillion yuan respectively, with year-on-year changes of -2.5%, +7.2%, and +11.3% [1] - In September alone, the import and export value reached 405.9 billion yuan, surpassing the 400 billion yuan mark, with a year-on-year growth of 12.5% [1] Private Sector Contribution - Private enterprises accounted for 1.32 trillion yuan in import and export value, a 27.1% increase year-on-year, contributing 8.9 percentage points to the overall foreign trade growth [1] - The share of private enterprises in the total import and export value rose to 39.5%, an increase of 6.7 percentage points from the previous year, marking a historical high [1] Market Diversification - Imports and exports to emerging markets such as ASEAN, the Middle East, and Africa reached 474.82 billion yuan, 121.13 billion yuan, and 112.85 billion yuan respectively, with year-on-year growth rates of 12.5%, 22.9%, and 32.5% [2] - Trade with India and Mexico also saw significant increases, with import and export values of 74.14 billion yuan and 60.69 billion yuan, reflecting year-on-year growth of 33% and 17.4% respectively [2] - Trade with the EU slightly declined by 0.4%, totaling 600.31 billion yuan [2] Export Products - Key export products included integrated circuits, general machinery, and electrical control devices, with export values of 150.54 billion yuan, 29 billion yuan, and 27.72 billion yuan, showing year-on-year growth of 10%, 25%, and 20.5% respectively [2] - The export of green shipping equipment, particularly liquid cargo ships, surged by 82.7% to 20.63 billion yuan [2] - Emerging products like electric passenger vehicles, lithium batteries, and solar cells reached an export value of 112.17 billion yuan, a 6.3% increase, with lithium battery exports alone growing by 20.7% to 32.15 billion yuan [2] Import Trends - High-tech product imports totaled 601.58 billion yuan, a 6.4% increase, outpacing overall import growth by 5.3 percentage points [3] - Significant growth was observed in the import of semiconductor manufacturing equipment, computers and components, and aircraft, with increases of 22.6%, 16.1%, and 1.2 times respectively [3] - Consumer goods imports amounted to 358.54 billion yuan, despite a 6.5% decline overall, with essential items like dairy, fruits, and meat showing growth rates of 19.7%, 15.3%, and 2.8% respectively [3] Bulk Commodity Imports - Bulk commodity imports reached 214.81 billion yuan, reflecting a 2.5% year-on-year increase, with metal ore imports growing by 10.4% [4]

前三季度上海市进出口规模呈现"阶梯式"上行走势 中新社上海10月22日电 (记者 姜煜)上海海关22日发布的统计数据显示，今年前三季度上海市进出口规 模呈现"阶梯式"上行走势。 今年一、二、三季度上海市进出口规模分别为1.01万亿元(人民币，下同)、1.14万亿元、1.19万亿元，分 别同比(下同)下降2.5%、增长7.2%、增长11.3%。9月份进出口规模突破4000亿元大关，当月进出口4059 亿元，增长12.5%，其中出口增长9.4%，进口增长15%。 前三季度，上海市实现进出口3.34万亿元，增长5.4%，增速较前8个月加快0.9个百分点。其中，出口 1.48万亿元，增长11.3%；进口1.86万亿元，增长1.1%。 前三季度，上海市民营企业实现进出口1.32万亿元，增长27.1%，拉动全市外贸增长8.9个百分点；进出 口值占全市进出口总值的比重较去年同期提升6.7个百分点至39.5%，达历史最高值。 前三季度，上海市对东盟、中东、非洲进出口值分别增长12.5%、22.9%、32.5%，对印度、墨西哥进出 口值分别增长33%、17.4%，市场多元化成效凸显。同期，对欧盟进出口值微降0.4%。 前三季度 ...

10月22日，证券时报记者从上海海关获悉，今年前三季度，上海市实现进出口3.34万亿元，同比(下同) 增长5.4%，增速较前8个月加快0.9个百分点。其中，出口1.48万亿元，增长11.3%；进口1.86万亿元，增 长1.1%。 "今年前三季度，上海外贸规模和增速逐季向好。"上海海关透露，一、二、三季度上海市进出口规模分 别为1.01万亿元、1.14万亿元、1.19万亿元，分别下降2.5%、增长7.2%、增长11.3%，呈现"阶梯式"上行 走势，特别是9月份外贸规模突破4000亿元大关，当月进出口4059亿元，增长12.5%，其中出口增长 9.4%，进口增长15%。 在市场主体结构方面，民营企业成为外贸增长"定盘星"。前三季度，上海市民营企业实现进出口1.32万 亿元，增长27.1%，拉动全市外贸增长8.9个百分点；进出口值占全市进出口总值的比重较去年同期提升 6.7个百分点至39.5%，达到历史新高。 新兴市场开拓成效同样显著。前三季度，上海市对东盟、中东、非洲等新兴市场的进出口规模分别为 4748.2亿元、1211.3亿元、1128.5亿元，分别增长12.5%、22.9%、32.5%。此外，对印度、墨西哥 ...

Core Viewpoint - Shanghai's foreign trade has shown a strong recovery in the third quarter, with a 5.4% increase in imports and exports, surpassing the national growth rate by 1.4 percentage points. The export growth rate of 11.3% is 4.2 percentage points higher than the national average, while imports grew by 1.1%, exceeding the national rate by 1.3 percentage points [1][2]. Group 1: Trade Performance - In the first three quarters, Shanghai's import and export scale reached 1.01 trillion, 1.14 trillion, and 1.19 trillion yuan, showing a "stair-step" growth pattern with a significant increase of 21.2% in the third quarter [1]. - The third quarter's foreign trade scale reached a historical high, with September's monthly import and export volume exceeding 400 billion yuan [1]. - The contribution of private enterprises to Shanghai's foreign trade has been significant, with private enterprises' import and export volume reaching 1.32 trillion yuan, a substantial increase of 27.1% [3]. Group 2: Market Structure Changes - The market structure for Shanghai's exports has shifted, with a decrease in trade with the EU and the US, while trade with non-traditional markets grew by 8.7%, contributing 87.8% to the total trade [2]. - Exports to BRICS countries like Brazil and India increased by 27.7%, and exports to Africa surged by 79.2% [2]. - The global strategy of enterprises has evolved from merely selling products to a comprehensive value output that includes technology, capital, and management [2]. Group 3: Industry Contributions - Key industries such as integrated circuits, biomedicine, and artificial intelligence saw exports of 193.67 billion yuan, growing by 10.3% [4]. - High-end manufacturing exports, including industrial robots and aerospace equipment, showed significant growth, with industrial robots increasing by 41.6% [4][5]. - The export of green products, including lithium batteries and hybrid vehicles, has also seen substantial growth, contributing significantly to the overall export increase [5]. Group 4: Future Outlook - To sustain growth, Shanghai needs to maintain the proportion and capability of its industries while expanding into new markets [6]. - The resilience of the industrial chain and the added value of products will be crucial for continued foreign trade growth [6]. - Shanghai's port operations have also improved, with container throughput reaching over 41 million standard containers, indicating robust logistics capabilities [6][7].

前三季度，一方面，上海对欧盟、美国进出口分别为6003.1亿、3257.2亿元，分别下降0.4%、8.1%，合 计占全市外贸总值的27.7%,占比下降2.5个百分点。另一方面，对非传统市场进出口增长8.7%，贡献率 达87.8%。尤其在出口市场开拓上，对巴西、印度等其他金砖国家出口增长27.7%，对非洲增长79.2%。 首先，在市场格局的调整中，企业的全球化已从初期的"卖产品"升级为涵盖技术、资本与管理的价值输 出，并在与本地化共赢的思维中实现产业链的系统性落地，同时反向赋能中国的制造转型。 作为工业级绿色智能系统解决方案提供商，上海电气集团今年前三季度营业收入与利润实现"双增长"， 其中海外营收已占集团总收入的五分之一以上。在高端装备和软件等领域实现自主可控及国产化替代的 同时，上海电气在海外市场取得一系列突破。比如，旗下企业成功实现首根自主研发5G70船用低速柴 油机曲轴出口，风电集团接连中标波黑两个风电项目，振华轴承在保加利亚的首个欧洲工厂也进入调试 阶段。 从开局落后全国到大幅反超，上海三季度外贸强势"逆袭"。 今年前三季度，上海市进出口增长5.4%，增速超过全国1.4个百分点。其中， 出口增势更加明 ...

Core Insights - The report by Zhiyan Consulting highlights significant growth in China's liquid cargo ship exports, with a 50% year-on-year increase in the number of ships exported in June 2025, totaling 24 vessels [1] - The export value of these ships reached $1.039 billion, marking a substantial year-on-year increase of 170.5% [1] Industry Overview - The data is sourced from Chinese customs, indicating a robust performance in the liquid cargo ship sector [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [1]

Core Viewpoint - The liquid cargo ship industry in China is experiencing significant growth, driven by increasing exports and advancements in green shipping technology, positioning itself as a key player in the global market for low-carbon shipping solutions [1][10]. Industry Overview - Liquid cargo ships are specialized vessels for transporting liquid goods, including oil, chemicals, and liquefied gases, and have become a crucial growth point for China's shipbuilding exports [3][10]. - The industry is categorized into three main types: oil tankers, liquefied gas carriers, and chemical tankers, each designed for specific liquid cargoes [3]. Development Background - The water transport industry is undergoing a transformation towards modern logistics systems, with China's water transport volume growing from 6.657 billion tons in 2017 to 9.811 billion tons in 2024, reflecting a compound annual growth rate of 5.7% [5]. - The implementation of regional trade agreements and initiatives like the Belt and Road Initiative is enhancing the water transport network, benefiting the liquid cargo ship industry [5]. Industry Chain - The liquid cargo ship industry chain includes upstream raw materials (steel, non-ferrous metals), midstream manufacturing (shipbuilding), and downstream services (transportation and leasing of liquid goods) [7]. Current Industry Status - In 2024, China is expected to export 222 liquid cargo ships, a year-on-year increase of 54.17%, with an export value of 44.185 billion yuan, up 48.98% [10]. - The first half of 2025 shows continued growth, with 136 ships exported, a 37.37% increase from the previous year, and an export value of 29.761 billion yuan, up 91.73% [10]. Key Enterprises - The industry is led by China Shipbuilding Group, with major players including Dalian Shipbuilding, COSCO Shipping Development, and Jiangsu New Yangzi Shipbuilding, among others [17][18]. - These companies are enhancing their competitive edge through technological advancements and expanding their production capabilities [17]. Development Trends - The industry is moving towards larger and more specialized vessels to meet diverse market demands, particularly in LNG and chemical transportation [24][25]. - Green technology is becoming a focal point, with companies developing LNG dual-fuel and ammonia-fueled vessels, as well as innovative designs for carbon capture and storage [27].