Metal ships refer to all kinds of water transportation tools made of steel or other metals as the main materials, including bulk carriers, oil tankers, container ships, passenger ships, fishing boats, marine engineering equipment, etc. Metal ships are an important pillar industry of the national economy and an important foundation for national security and national defense construction.2023In 2012, China's metal shipbuilding industry, while responding to the challenges of the century-old situation and the century epidemic, adhered to the theme of promoting high-quality development, and further promoted the implementation of the 14th Five-Year Plan, and achieved a series of achievements.

1. shipbuilding three major indicators to maintain the world's leading

According to data from the Champ Consulting Group,2023China's shipbuilding completion is expected to reach3786Ten thousand deadweight tons, down from the previous year4.6%. The new order volume is4552Ten thousand deadweight tons, down32.1%. As12At the end of the month, the hand-held order volume is10557Ten thousand deadweight tons, growth10.2%. China's shipbuilding completions, new orders received and hand-held orders accounted for the world's total in terms of dwt.47.3%、55.2%and49.0%, respectively, higher than the previous year0.1、1.4and1.4percentage point. Respectively accounted for in revised gross tons.43.5%、49.8%and42.8%It also holds the global lead. China's shipbuilding international market share has been continuous.14ranking first in the world, shipbuilding power status further solid.

China's backbone ship enterprises to maintain a strong international competitiveness, respectively, 6Enterprises enter the top 10 of the world's shipbuilding completions, new orders and hand-held orders.Strong. Among them, China National Offshore Oil CorporationChina Oilfield Services Co., Ltd.Outstanding achievements have been made in the field of marine engineering equipment, and the number of hand-held orders has reached.13.5Billion US dollars, ranking first in the world.

2. high-end equipment to achieve new breakthroughs

In 2023, China's shipbuilding enterprises continued to increase their research and development efforts and made new breakthroughs in the field of high-tech ships and marine engineering equipment.24000TEUcontainer ship,17.4Ten thousand cubic meters of largeLNGSuch as high-end ship type to achieve batch delivery, the first domestic large cruise ship to achieve the main power generation motor vehicle major node, the second large cruise ship successfully started construction.1010,000-ton smart fishery large-scale aquaculture vessel, fourth-generation jack-up wind power installation vessel, cylinder typeFPSO(Floating production storage and unloading device)and other marine engineering equipment to achieve delivery.30ten thousand tonsLNGdual-fuel power super-large oil tanker(VLCC)、20.9million tons of newcastle typeLNGDual-fuel powered bulk carriers,4.99Tons of methanol dual-fuel power chemicals/The completion and delivery of green power ships such as oil tankers.

3. Industry Chain Supply Chain Resilience and Safety Level Improvement

In 2023, domestic marine main engine, marine boiler, marine crane, marine gas supply system(FGSS)The loading rate of supporting equipment, such as Dalian Huarui No.1000The crankshaft of the branch ship was delivered offline, and the world's first dual-fuel main engine with intelligent control exhaust gas recirculation system was completed and delivered. Marine high-end steel research and development capacity continues to improve, large container marine crack plate to achieve domestic substitution, domestic high-manganese steel tank project smoothly started, domestic.LNGThe special stainless steel for ship tank has passed the patent company certification and is made in China.LNGAll-position automatic welding equipment for corrugated plates of ships has been successfully developed.

4. carbon neutral targets drive rapid growth of green power ships

In 2023, China actively responded to the global carbon neutral initiative and formulated the "14th Five-Year Plan" period and2030Years ago, the carbon peaking action plan proposed2060The goal of achieving carbon neutrality in. To this end, China has accelerated the pace of green and low-carbon development and promoted the transformation and upgrading of the metal shipbuilding industry. According to data from the Champ Consulting Group,2023The proportion of green power ships in China's new orders will reach49.1%, the highest level in history. among them,LNGThe proportion of dual-fuel powered ships is36.2%The proportion of methanol dual-fuel powered ships is8.7%The proportion of new energy-powered ships, such as battery power and hydrogen power, is4.2%. In addition, China has also strengthened the energy saving and emission reduction transformation of traditional power ships, and promotedSCR(selective catalytic reduction)、EGCS(Exhaust gas purification system)Such as the installation of environmental protection equipment.

Issues and challenges facing the 5. industry

Although China's metal ship industry in2023Some achievements have been made in, but there are also some problems and challenges. First, the uncertainty of the international trade environment increases the risk of the industry. As a result of the continuing impact of the neo-coronary pneumonia epidemic, the pace of global economic recovery is unstable and trade protectionism and unilateralism are on the rise, causing chaos in international trade rules and order. This has caused great pressure and difficulties to China's export-oriented metal ship industry. Second, fluctuations in raw material prices affect the industry's costs and profits. Due to the recovery of international market demand, the prices of major raw materials for steel, copper, aluminum and other metal ships have risen significantly. This has brought greater cost pressure to China's metal shipping industry, resulting in a decline in profits or losses for some shipping companies. At the same time, the fluctuation of raw material prices also increases the instability of ship prices, which brings difficulties to the signing and execution of contracts between shipowners and shipyards. Third, the challenge of technological innovation requires the industry to improve its independent innovation capability. With the proposal of global carbon neutral target, green power ship has become the development direction of shipbuilding industry in the future. However, there is still a certain technological gap in the field of new energy power ships such as hydrogen energy, batteries, and nuclear power in my country, and it is necessary to accelerate research and development and application. In addition, new technologies such as intelligence, digitization, and networking have also put forward new requirements for the metal ship industry, and it is necessary to strengthen information construction and data security.

Proposals for the development of the 6. industry

In response to the problems and challenges faced by the metal shipbuilding industry, Shangpu Consulting believes that the industry should take the following measures to achieve high-quality development. First, strengthen scientific and technological innovation, improve product quality and added value. The industry should increase investment in research and development, break through key core technologies, and develop more high-end, green and intelligent metal ship products to meet market demand and environmental requirements. At the same time, the industry should improve the level of product design and manufacturing technology, improve product reliability and safety, and enhance product competitiveness. Second, strengthen international cooperation and expand international markets. The industry should actively participate in the formulation and improvement of international trade rules and standards, and maintain the international trade order and a level playing field. At the same time, the industry should use international cooperation platforms such as the "Belt and Road" to carry out multi-level, multi-field, and multi-form cooperation and exchanges to expand international market share and influence. Finally, strengthen the construction of the industrial chain supply chain to improve the resilience and safety level of the industrial chain supply chain. The industry should optimize the industrial layout and structural adjustment, and promote industrial agglomeration and coordinated development. At the same time, the industry should establish stable and reliable raw material supply channels and price mechanisms to reduce cost risks. In addition, the industry should strengthen information construction and data security, improve the level and efficiency of supply chain management.