2022 China shipbuilding industry economic operation report

The security level of industrial chain and supply chain has been significantly improved.

(4) The demand for offshore oil and gas equipment is expanding, and the effect of "destocking" is obvious

In 2022, high fluctuations in international oil prices, Brent international crude oil spot prices

Once climbed to 139 US dollars/barrel, a new high since the financial crisis, led to the expansion of global offshore oil and gas equipment market demand, domestic offshore engineering equipment enterprises to seize the opportunity

In the event, "destocking" achieved positive results, of which China Shipbuilding Group delivered

2 jack-up drilling platforms and 6 offshore engineering support vessels; China Merchants Industrial set

The mission delivered two drilling platforms, three multi-purpose service platforms and one other vessel

Ready; Cosco Shipping Heavy Industry Co., Ltd. delivered 2 Marine engineering auxiliary vessels; smoke

One semi-submersible drilling platform and one jack-up from Taicho-Cum-Raffles Offshore Engineering Company

Type drilling rig gets lease.

(5) Seize the favorable opportunity of the market, and the industry efficiency has improved

In 2022, the market environment factors of the shipbuilding industry have generally shown favorable changes. g

Larkson new ship price composite Index 162 points, up 4.5% for the year, of which, large

Type 2 container ship, 7,000 car carrier, 174,000 cubic meters of large LNG

The price of new ships such as ships has increased by more than 10% on average. Marine 6mm and 20mm specification steel plate

Price reduction of more than 1000 yuan/ton at the beginning of the year; The central parity rate of the RMB was devalued by 9.23% against the US dollar.

At the same time, ship enterprises through strengthening the shipbuilding node plan management, the implementation of production line intelligence

Transformation, strengthening cost management and other ways to reduce costs and increase efficiency.

(6) The effect of structural adjustment is obvious, and the quality of new ship orders continues to improve

In 2022, China's shipping enterprises will consolidate their leading position in the market of advantageous ship types and consolidate

On the basis of new ship orders, there are 12 ship types in China among the 18 major ship types in the world

New orders ranked first in the world, among which, new bulk carriers, container ships, steam

New orders for vehicle carriers and crude oil carriers accounted for 74.3% of the global total, respectively.

56.8%, 88.7% and 66.1%. In particular, it has gained weight in the field of large LNG carriers

Big breakthrough, the international market share of new large LNG carrier orders exceeded for the first time in the year

Thirty percent. During the year, the structure of new ship orders was optimized and improved, and the repair load ratio (revised gross ton/deadweight ton) reached 0.468, which was the best level in history.

Third, the main problems we face

(1) The contradiction between full production tasks and insufficient labor force is prominent

In 2022, China's ship orders exceeded 100 million cargoes again after six years

Weight tons, average production guarantee coefficient of ship enterprises (hand orders/completed in the past three years)

The average value is about 2.7 years, and the shipping date of some enterprises has been scheduled to 2026. At the moment,

The production tasks of ship enterprises are full, especially with the rapid growth of high-tech ship orders,

Skilled labor is in greater demand. In recent years, affected by the COVID-19 epidemic, the ship has been outside the company

The loss of labor is more, and the rate of personnel to the post has decreased significantly, which has intensified the labor tension

Question. The contradiction between full production tasks and insufficient labor supply of shipping enterprises has further expanded

The problem of the stability of the labor force is also more prominent.

(2) The stability of the supply chain supporting ships still faces challenges

In the past two years, with the substantial growth of new ship orders, ship supporting equipment is needed

For obvious improvement, and ship distribution enterprise production capacity is difficult to quickly improve in a short time, product price

The phenomenon of price rise and supply delay is more common. Some imported supporting equipment supply more

Increasing tension, ship communication, navigation, automatic control systems, electronic and electrical equipment

The average arrival period is 1-3 months longer than the normal state, the ship machine chip, curve

The average arrival cycle of the shaft, piston ring and control system is longer than the normal state of 3-6 months.

(3) The risk of ship market adjustment is gradually increasing

In 2022, the global economy will enter a period of high inflation and low growth

It slowed by nearly half last year, with consumer demand and seaborne trade both taking a hit. The most

Notably, in 2022, there was a significant adjustment in the container transportation market, and the freight price of container ships fell for eight consecutive months, dropping to $27,600 / day by the end of the year.