In 2022, China's shipbuilding industry continued the hot market in 2021 and made a strong start again. In Shanghai, an important industrial town of China Cssc Holdings Limited(600150) , the three major shipbuilding enterprises under China Cssc Holdings Limited(600150) group this year, Jiangnan Shipbuilding, Hudong Zhonghua shipbuilding and Shanghai Waigaoqiao Free Trade Zone Group Co.Ltd(600648) shipbuilding, both the order amount and completion volume of new ships in January broke the record of in a single month, achieving a "good start".
in January, China's new ship orders were produced at full capacity by the world's first ship enterprise
In Shanghai Shanghai Waigaoqiao Free Trade Zone Group Co.Ltd(600648) shipyard, two 210000 ton bulk carriers are being built behind the reporter. At present, the hull construction is under way. On the wharf on the other side, a bulk carrier and an afra tanker have been commissioned and will be delivered in the near future. It is understood that at present, there are 12 ships built simultaneously in the dock and wharf of the whole plant area, and the production capacity of is in the state of full load operation .
Zhang Qipeng, deputy general manager of China Cssc Holdings Limited(600150) Shanghai Waigaoqiao Free Trade Zone Group Co.Ltd(600648) shipbuilding: in 2021 Shanghai Waigaoqiao Free Trade Zone Group Co.Ltd(600648) compared with the undertaking of orders in 2020, we have more than three times the amount. Up to now, the company has ordered about 60 ships with 7.5 million dwt, and the delivery time has been scheduled to 2024.
On February 14, the docking ceremony of a 24000teu super large container ship was just held in Shanghai Hudong Zhonghua shipyard. Some general sections of the hull are waiting on both sides of the dock to be hoisted into the dock for assembly. This is also the largest container ship in the world. It is understood that Hudong Zhonghua currently holds 57 orders, with an amount of 68 billion yuan, which has doubled year-on-year in 2020, and the delivery cycle has been scheduled to in 2025.
In order to speed up the pace of production, all departments of the shipyard are constantly improving efficiency. In the steel sector processing workshop in Hudong Zhonghua, the cutting and welding production line is busy, an automatic assembly line is also fully powered, and four mechanical arms undertake the welding task that can be completed by 20 workers.
According to the latest data released by Clarkson, the global new ship orders in January this year were 3.07 million revised gross tons (CGT), an increase of 72% month on month, of which China's orders were 1.47 million revised gross tons, accounting for 48%, ranking first in the world. As of the beginning of February this year, the number of orders held by China's shipbuilding industry had reached 96.85 million dwt, accounting for 46.9% of the global market share.
Yan Hai, chief analyst of Shenwan Hongyuan Group Co.Ltd(000166) transportation and logistics industry: because the peak of the last round of shipbuilding was accelerated in 2003 and reached the peak in 2011, we calculate according to the substitution cycle of 20 to 25 years, and the prosperity and substitution demand of shipbuilding will also accelerate in 2024. The epidemic actually caused some orders to appear in 2021 ahead of time. Now that the slipway is relatively full, even if the order volume of new ships in the future decreases slightly, the capacity utilization rate of the shipyard will remain at a high level, and the price of new shipbuilding is easy to rise but difficult to fall.
the proportion of carbon reduction and environmental protection ship types is large, and the ship enterprises are transforming to medium and high-end
The orders of shipping enterprises doubled, the slipway was full from idle, and the prosperity was transmitted from the shipping industry in the upper reaches of the industrial chain to the shipbuilding industry. What new technologies and features have emerged in this round of new shipbuilding cycle?
On January 28, Shanghai Shanghai Waigaoqiao Free Trade Zone Group Co.Ltd(600648) shipyard delivered the world's first 209000 ton Newcastle type dual fuel bulk carrier to Singapore EPS. The ship is driven by LNG fuel and traditional fuel oil, and equipped with two C-type LNG fuel tanks, with a gas endurance of 20000 nautical miles. Under the LNG fuel mode, the ship basically eliminated the emission of particulate matter and sulfide, and the energy efficiency design index decreased by 41% compared with the baseline, meeting the requirements of IMO phase IV specification.
At the same time, Hudong Zhonghua shipyard also received construction orders for six 174000 cubic meters of LNG ships in January this year, with a total amount of 7.5 billion yuan, setting the highest one-time signing record for Chinese LNG ships .
China Cssc Holdings Limited(600150) Chen Jun, general manager of Hudong Zhonghua: with the implementation of the dual carbon policy, more and more ship owners are paying attention to these schemes for carbon reduction. Large LNG ships, including large container ships, are now using dual fuel. In this year's orders, the orders of LNG ships are nearly 45%.
The requirements of energy conservation and environmental protection have contributed a lot to the global new ship orders, and many Chinese shipyards have also launched green ship models. In January, the three major shipping enterprises in Shanghai took on 18 new ship orders of six types, all of which belong to medium and high-end ship types with high added value. It is imperative for shipping enterprises to transform to medium and high-end ship types.
