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印度“梭哈”造船业,还找上了日韩
虎嗅APP· 2025-10-03 13:15
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 ...
印度“梭哈”造船业,还找上了日韩
Hu Xiu· 2025-10-02 09:56
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 ...
全球终于意识到:难怪中国工业无法复制!重工业才是最大秘密
Sou Hu Cai Jing· 2025-09-29 12:21
2025年的全球制造业版图正在重新洗牌,美国和西方国家不断尝试把制造中心迁往越南、印度,甚至非洲,幻想能摆脱对中国的依赖。 但几年下来,结果一再打脸,谁都想成为下一个中国,谁都想复制中国奇迹,最终却发现无从下手。 问题的根源就在于,真正支撑中国制造的并不是人口,也不是工资,而是一整套别人都没有的完整重工业体系。 这才是中国最大的秘密,也是全球制造业最无法忽视的底层逻辑。 很多人以为制造业靠的是工人多、工资低,但事实完全不是这么简单。 没有钢铁、没有煤炭、没有电力、没有基础化工和装备制造,所谓制造业只不过是"拼装车间"。 越南和印度就是最好的例子。 西方资本一度把越南吹成"下一个世界工厂",年轻的劳动力、低廉的工资、对外友好的政策、优质港口条件,看上去比中国当年更有优势。 苹果、三星等巨头纷纷设厂,甚至一些电子代工订单大规模转移。 但没过几年,现实啪啪打脸,越南制造业中超过60%的中间品来自中国。 五金件要靠进口,塑料原料要靠进口,化工品要靠进口,就连最简单的螺丝和齿轮都要靠进口。 越南没有钢铁产业链,没有化工母工业,更没有装备制造体系,根本无法形成独立制造。 所以它只能做组装,一旦全球贸易有风吹草动,立刻陷入 ...
中国动真格反制,美国又一行业遭受重创,美军核航母生产或将停摆
Sou Hu Cai Jing· 2025-09-29 11:24
Group 1 - As of 2025, China holds a dominant position in the global shipbuilding industry with a 53% share of global orders, while the U.S. accounts for only 0.5% [1][3] - China's shipbuilding industry is rapidly advancing in high-tech vessel categories, including liquefied natural gas carriers and ultra-large container ships, supported by a complete domestic supply chain [3][5] - The average delivery time for a large cargo ship in China is 20 months, compared to 30 months or more in the U.S., highlighting China's efficiency in production [5] Group 2 - China's advantages in shipbuilding costs stem from lower prices for steel, labor, and financing, with steel prices significantly lower than those in Japan and South Korea [5][9] - The U.S. shipbuilding industry faces challenges due to a shortage of skilled labor, with average annual salaries for welders reaching $75,000, limiting production capacity [7][9] - The U.S. shipbuilding sector is primarily focused on military vessels, which has resulted in a lack of competitiveness in the commercial ship market, with only 0.5% of global orders for civilian vessels [9][11] Group 3 - The Jones Act in the U.S. mandates that all vessels engaged in domestic trade must be built in U.S. shipyards, which protects domestic demand but reduces global competitiveness [9][11] - The U.S. shipbuilding supply chain is heavily reliant on imports for high-precision equipment and steel, increasing costs and delivery times [9][11] - Efforts by the Trump administration to revitalize the U.S. shipbuilding industry through international partnerships and investments have not addressed the fundamental issues of high costs and inefficiencies [11]
“阅兵激发了我们海外华侨华人对祖国的更大热爱”
人民网-国际频道 原创稿· 2025-09-05 07:18
Group 1 - The military parade evokes a sense of pride and admiration among overseas Chinese, showcasing China's advanced military capabilities and transformation from a historically weak nation to a global power [1][2] - The event serves as a reminder of the importance of historical memory and national unity, particularly for the younger generation, encouraging them to contribute to the country and society [2] - The parade demonstrates China's commitment to peace and stability, emphasizing that while it possesses strong military capabilities, it seeks peaceful resolutions to conflicts and does not intend to invade other nations [2][3] Group 2 - The strong military presence allows China to play a significant role in international affairs, earning respect and recognition on the global stage [3] - The event highlights the importance of national strength in diplomacy, reinforcing the idea that a powerful military underpins a nation's ability to engage effectively in international relations [3]
上海船舶产业画像:“钢铁巨鲸”变身“零碳舰队”
Zheng Quan Ri Bao· 2025-07-04 16:09
Core Insights - Shanghai is recognized as a global leader in shipbuilding and marine engineering, with a significant focus on green and intelligent manufacturing [1][2][3] Group 1: Industry Overview - Shanghai has evolved from a historical shipbuilding hub to a modern industrial powerhouse, housing major companies like Hudong-Zhonghua and Jiangnan Shipyard [1][2] - The city is home to the largest and most advanced shipbuilding base in China, contributing to the nation's transition from a shipbuilding power to a strong maritime nation [1][2] - As of 2024, major Shanghai shipyards are ranked among the top ten globally, with significant advancements in high-end green ship types [2][3] Group 2: Economic Performance - The shipbuilding and marine engineering sector in Shanghai is projected to achieve an industrial output value exceeding 120 billion yuan in 2024, reflecting a year-on-year growth of approximately 20% [3][4] - In 2024, the three major shipyards in Shanghai are expected to deliver a total of 69 vessels and secure 128 new orders, marking increases of 19% and 70% respectively [3][4] Group 3: Strategic Developments - The merger of China Shipbuilding Industry Corporation and China Shipbuilding Heavy Industry Company aims to create a new entity with total assets nearing 400 billion yuan and annual revenues exceeding 120 billion yuan [5][6] - This consolidation is expected to enhance operational efficiency and strengthen the competitive position of Chinese shipbuilders in the global market [6] Group 4: Technological Advancements - Shanghai's ship design capabilities are highlighted by institutions like the Shanghai Shipbuilding Research Institute, which leads in civil ship design [5] - The industry is witnessing a shift towards green technologies, with a significant increase in orders for LNG-powered vessels, which are projected to dominate the market [6][7] Group 5: Future Outlook - By 2030, Shanghai aims to establish a world-class shipbuilding and marine engineering industry system, targeting an industrial value-added of over 45 billion yuan and an 85% localization rate for large LNG vessels [4] - The global shipping industry is moving towards decarbonization, with the International Maritime Organization setting ambitious targets for emissions reduction by 2050 [6][7]
中国船舶: 中国船舶工业股份有限公司换股吸收合并中国船舶重工股份有限公司暨关联交易报告书(草案)摘要(上会稿)
Zheng Quan Zhi Xing· 2025-06-27 16:24
Core Viewpoint - The merger between China Shipbuilding Industry Co., Ltd. and China Shipbuilding Heavy Industry Co., Ltd. aims to enhance operational quality, core competitiveness, and shareholder value through the integration of their shipbuilding and repair businesses, aligning with national reforms in state-owned enterprises [9][10][15]. Summary by Sections Merger Overview - The transaction involves a share swap merger where China Shipbuilding will issue A-shares to the shareholders of China Shipbuilding Heavy Industry, effectively absorbing the latter [9][10]. - Post-merger, China Shipbuilding will inherit all assets, liabilities, and operations of China Shipbuilding Heavy Industry, leading to the latter's delisting [10][11]. Financial Implications - The merger is expected to significantly increase total assets from approximately 18.20 billion to 40.36 billion RMB and total liabilities from about 12.67 billion to 26.41 billion RMB [25]. - The operating revenue is projected to rise from 7.86 billion to 13.34 billion RMB, enhancing the scale and operational efficiency of the combined entity [25]. Shareholder Structure - Before the merger, China Shipbuilding had a total share capital of 447,242.88 million shares, while China Shipbuilding Heavy Industry had 2,280,203.53 million shares. Post-merger, the total share capital will increase to 751,650.05 million shares [18][24]. - The controlling shareholder, China Shipbuilding Group, will maintain a significant stake of approximately 49.29% in the merged entity [18][24]. Strategic Goals - The merger aims to eliminate intra-industry competition, consolidate resources, and enhance the core functions of the surviving company, focusing on high-end, green, and intelligent shipbuilding [15][17]. - The combined company will leverage synergies to improve production efficiency and market competitiveness, positioning itself as a leading global shipbuilding enterprise [17][18]. Market Context - The shipbuilding industry in China is experiencing growth, with increasing international market share and improved economic performance, which the merger is expected to capitalize on [17]. - The transaction aligns with the industry's shift towards high-quality, low-carbon production, responding to rising global demand for new shipbuilding capacity [17].
利好来了!上海,重磅发布!
券商中国· 2025-06-25 04:39
Core Viewpoint - The article discusses the "Shanghai Marine Industry Development Plan (2025-2035)" which aims to establish a world-class shipbuilding and marine engineering equipment industry cluster, with significant growth targets set for 2030 and 2035 [1][2][4]. Group 1: Industry Development Goals - By 2030, the added value of the shipbuilding and marine engineering equipment industry is expected to exceed 45 billion yuan, with the localization rate of large LNG carriers reaching over 85% [1][4]. - By 2035, the added value of the shipbuilding and marine engineering equipment industry is projected to exceed 70 billion yuan, establishing a world-class industry cluster with strong international influence [4]. - The plan includes the construction of a modern shipping service industry cluster, aiming for Shanghai Port's container throughput and port connectivity index to rank first globally by 2030 [4]. Group 2: Emerging Industry Initiatives - The plan proposes a comprehensive innovation initiative for emerging marine industries, focusing on core technology breakthroughs and the establishment of new marine digital infrastructure [3][4]. - It emphasizes the development of marine intelligent equipment, including underwater robots and autonomous systems, to enhance capabilities in deep-sea exploration and marine operations [4]. Group 3: Economic Potential - The OECD predicts that by 2030, the economic value of the ocean will exceed 3 trillion USD, equivalent to the size of the fifth-largest economy globally [6]. - In China, the marine production value is expected to surpass 10 trillion yuan in 2024, with significant growth in marine industries such as shipbuilding and marine engineering equipment manufacturing [6][7]. - The marine economy is showing positive growth trends, with a reported 5.7% year-on-year increase in marine production value in the first quarter of the year [6]. Group 4: Policy and Support Framework - The plan includes proposals for enhancing the marine regulatory policy framework and increasing financial support for the marine industry [5]. - It suggests the establishment of a marine industry development group to coordinate the city's marine industry layout and development [5].
上海:长兴岛船海装备产业规模到2027年将超1200亿元
news flash· 2025-06-20 23:59
Core Viewpoint - By 2027, the shipbuilding and marine engineering equipment industry in Changxing Island is expected to exceed 120 billion yuan, accounting for approximately 70% of the city's total [1] Group 1: Industry Development - The second China (Changxing Island) LNG Ship Industry Chain Development Conference announced the implementation plan for building a world-class modern shipbuilding base in Changxing Island from 2025 to 2027 [1] - The plan includes the construction of five world-class highlands, focusing on large LNG carriers, aircraft carriers, and large cruise ships as key projects [1] - The initiative aims to establish a world-class modern shipbuilding base that will lead Shanghai in creating an advanced manufacturing cluster for shipbuilding and marine engineering equipment [1]
中国船舶: 上海市锦天城律师事务所关于中国船舶工业股份有限公司换股吸收合并中国船舶重工股份有限公司暨关联交易之补充法律意见书(三)
Zheng Quan Zhi Xing· 2025-06-20 01:14
Core Viewpoint - The transaction between China Shipbuilding Industry Co., Ltd. and China Shipbuilding Heavy Industry Co., Ltd. aims to eliminate industry competition, optimize resource integration, and enhance the overall competitiveness of the merged entity in the shipbuilding sector [1][5][23]. Group 1: Background and Necessity of the Transaction - The transaction is part of a broader strategy to deepen state-owned enterprise reforms and enhance the quality of state assets, aligning with national goals for high-quality development in the shipbuilding industry [3][5]. - The shipbuilding industry is entering a new cycle of prosperity, with increased demand and order volumes, making this an opportune moment for consolidation [4][8]. Group 2: Business and Organizational Integration Plans - Post-transaction, China Shipbuilding will inherit all assets, liabilities, and operations of China Shipbuilding Heavy Industry, aiming for a streamlined organizational structure and enhanced operational efficiency [10][14]. - The integration will focus on optimizing production capabilities and enhancing research and development efforts, leveraging the strengths of both companies to improve overall competitiveness [13][23]. Group 3: Financial Impact and Performance Metrics - The transaction is expected to significantly increase total assets and revenue, with projections indicating that the merged entity will become the largest shipbuilding company globally [20][21]. - Key financial metrics post-transaction show a decrease in earnings per share due to the lower profitability of China Shipbuilding Heavy Industry, but an overall increase in net assets and operational scale [20][21]. Group 4: Synergy and Competitive Advantage - The merger is designed to create synergies by combining the unique strengths of both companies, enhancing order acquisition and production scheduling capabilities [23]. - The transaction will enable the merged company to better position itself in high-end and green shipbuilding markets, thereby improving its international competitiveness [8][23].