According to the latest data from China Shipbuilding Industry Association, in 2018, the national shipbuilding completion was 34.58 million deadweight tons, down 14% year-on-year; the new ship orders were 36.67 million deadweight tons, up 8.7% year-on-year; Chinese shipping companies used the international shipping market to recover slightly, new The ship market continues to be an active opportunity to actively explore the market and maintain its leading position in the international market. At the same time, however, we must also see the current problems in the shipbuilding industry, such as the need for increased value-added ship type competitiveness, difficulty in financing, and high comprehensive costs. Then, in the new year, shipbuilding enterprises can grasp the good market and break through the existing problems. At the beginning of the year, the Shipbuilding Industry Association gave more detailed suggestions.
Increase in demand for shipping market and new vessels
In 2019, the environment facing the global new ship market is still complex, with opportunities and challenges. In recent years, the fleet growth rate has continued to be lower than the growth rate of seaborne trade, and the global shipping market has entered a slow recovery state, which has created conditions for the new ship market to go out of the trough; the new international environmental protection regulations are about to enter the intensive effective period, and some old ships are large. Probability is forced to be dismantled in advance due to poor economics, which is expected to bring orders to shipbuilding companies. China will continue to focus on winning the blue sky defense war, and with the expansion of the import and export market, the demand for new ships will increase.
Based on the results of various experts, it is estimated that the global new ship volume will be around 70 million DWT in 2019, and the shipbuilding completion will be around 90 million DWT. The hand-held orders at the end of the year are expected to remain at 180 million DWT. In 2019, China's shipbuilding completion volume was about 35 million DWT, and the new order volume was about 30 million DWT. At the end of the year, the order volume was about 85 million DWT.
According to the current market conditions, the Ship Association recommends that shipbuilding enterprises should grasp the new opportunities brought about by the opening of the industry. In 2018, the special management measures for foreign investment access (negative list) (2018 edition) was released, and the ship was cancelled (including segmentation). ), manufacturing and repair must be controlled by the Chinese party. Before that, China had fully liberalized the ship supporting and offshore equipment fields, which marked the full opening of China's shipbuilding industry. The ship industry has achieved full opening to the outside world, conformed to the trend of economic globalization, conforms to the actual needs of China's industrial development, and has a positive impact on the high-quality development of China's shipbuilding industry. The whole industry should profoundly understand the significance of the comprehensive opening up of the shipbuilding industry, strengthen the situation and judge the situation, grasp the development direction, firmly grasp the new opportunities brought about by the full opening of the shipbuilding industry, accelerate technological innovation and product optimization and upgrading, strengthen personnel training, and industrialize The chain extends from manufacturing to R&D and service to enhance market competitiveness and promote the high-quality development of the shipbuilding industry.
Transformation and upgrading is more urgent
The Shipbuilding Association also recommends that the backbone shipbuilding enterprises should continue to improve their competitiveness. In the face of the current sluggish ship market, the rapid rise of raw material prices and labor costs, and the difficulty of recruiting hard and dirty jobs, the shipbuilding industry's transformation and upgrading tasks are more urgent. In addition, the shipbuilding enterprise should thoroughly implement the spirit of the document “Promoting the Intelligent Transformation of Shipbuilding Construction (2019~2021) and the “Smart Ship Development Action Plan (2019-2021)” to promote the intelligent development of shipbuilding assembly. Through the deep integration of informationization and industrialization, we will continue to carry out the work of reducing costs and increasing efficiency, and continuously improve the quality, efficiency and efficiency of shipbuilding. At the same time, in the face of fierce market competition environment, it is necessary to keep up with the requirements of new international shipbuilding standards and new standards, closely contact shipowners, build brand ship types, and continue to maintain the leading edge in the main ship type. In addition, the backbone ship enterprises must adhere to the innovation drive, adapt to the structural changes in the market, increase investment in research and development, and continue to make new breakthroughs in the segmented ship type market.
At present, China's shipbuilding industry is in a critical period of structural adjustment, transformation and upgrading. The industrial concentration of the industry has been increasing year by year. The characteristics of the new ship orders to the backbone enterprises have become more obvious. A number of high-quality ships with high product quality, strong management capability and good operating efficiency Enterprises are coming out of the trough. Therefore, it is necessary for China's financial institutions to implement differentiated management according to the actual situation of the development of the shipbuilding industry, and implement the credit policy of “one enterprise, one policy” to help quality enterprises tide over the difficulties. Moreover, it encourages qualified Chinese financial leasing companies to establish a two-way communication and contact mechanism with domestic high-quality shipping companies, explore a win-win cooperation model, and jointly promote the high-quality development of the shipbuilding industry.
In addition, the industry needs to strengthen the overall layout to support ship companies to meet the needs of strategic energy transportation equipment. With the transformation and upgrading of China's energy consumption structure, the demand for clean energy, especially natural gas, will maintain steady growth. At present, China imports natural gas through land pipelines and maritime transport, and its dependence on foreign countries exceeds 43%. Compared with maritime transportation of natural gas, land pipeline transportation is easily affected by complex factors such as geopolitics and special period of self-use. The continuity of gas supply cannot be guaranteed. The maritime transportation has low cost, convenient connection to receiving stations, and is conducive to strengthening reserve peaking. Features. However, at present, the capacity of China's own LNG transport fleet is far from meeting the requirements of national energy and safety transportation. It is recommended that relevant state departments combine the requirements of national energy strategy to coordinate the development of natural gas source project negotiations, natural gas fleet transportation, natural gas equipment construction and natural gas consumption terminals, and support capable shipbuilding enterprises to carry out LNG ship construction and technology research and development.