Listed ship enterprises "sun orders" a number of companies to make new energy ships

Recently, a number of listed companies in the shipbuilding industry disclosed the news of newly signed orders or the completion of orders in hand. From the perspective of industry data, the three major indicators of China's shipbuilding industry companies have grown synchronously this year. At the same time, the trend of energy conservation and emission reduction in the global shipping industry is obvious, and many companies have made efforts to "new energy" ships.

Since December, listed companies have disclosed new orders. Jianglong Shipbuilding announced that the company signed a shipbuilding contract with Moen Marin AS, with the contract amount of 89.2228 million yuan, accounting for 13.11% of the company's audited operating income in 2022. In addition, China Shipbuilding also announced not long ago that its subsidiaries and Seaspan Corporation and Hanxin Shipping Company signed a number of 10,800 vehicles LNG dual-fuel vehicle carrier new shipbuilding contracts, the total amount of the contract is about 1.46 billion US dollars. The total contract amount represents approximately 17% of the company's audited operating revenue for the year 2022.

According to data released by the Ministry of Industry and Information Technology, from January to November this year, the country's shipbuilding completed 38.09 million deadweight tons, an increase of 12.3%; New orders were 64.85 million DWT, up 63.8% year-on-year; By the end of November, hand-held orders were 134.09 million DWT, up 29.4% year-on-year. From January to November, China's shipbuilding completions, new orders, and hand-held orders accounted for 50.1%, 65.9% and 53.4% of the global total in terms of deadweight tons, respectively.

"Economic Information Daily" reporter noted that according to Clarkson's latest data statistics, in November 2023, the world signed 121 new orders, and in October 2023, the world signed 116 new orders, the number increased by 5 ships. According to the countries receiving the orders, Chinese shipyards received 76 ships, accounting for more than half. In terms of price, Clarkson's global shipbuilding industry data shows that new shipbuilding prices in November rose 9.4% from the beginning of the year and 41.6% from the bottom of the price in 2020.

At the same time, the application of clean energy alternatives for ships is also being promoted, and the global shipping industry is imperative to transition to zero-emission energy. This trend of ship construction energy-saving emission reduction requirements to promote the replacement of traditional fuel-powered ships.

At the recently held 2023 China International Maritime Technology Conference and Exhibition, Jiangnan Shipbuilding (Group) Co., LTD., a subsidiary of China Shipbuilding Group Co., LTD., released the world's first nuclear powered container ship type "KUN-24AP" and the world's largest 24,000 boxes. The Norwegian Classification Society (DNV) has awarded the AiP certificate to Gangnam Shipbuilding.

Southwest Securities research report analysis believes that for global shipping, to achieve true zero greenhouse gas emissions, change the use of fuel is a must. Ammonia, hydrogen, methanol, natural gas and other fuels are currently the most concerned Marine alternative energy carriers. In addition, the growth rate of dual-fuel ship orders has accelerated, and the future space is huge. According to its statistics, by the end of 2022, 29% of the world's new shipbuilding orders will be dual-fuel vessels, excluding LNG vessels propelled by LNG, the proportion will be 22.1%. Compared with the 2.5% share of dual-fuel ships delivered before, the growth rate of dual-fuel ship orders is faster.