2022 China shipbuilding industry economic operation report

In 2022, China's shipbuilding industry will calmly cope with the century of changes and the century of epidemics

War, adhere to the theme of promoting high-quality development, and further promote the "14th Five-Year Plan"

The implementation of the plan has made the economic operation of the shipping industry stable and good on the whole. Shipbuilding market share guaranteed

Holding the world's leading position, high-end equipment has made new breakthroughs, and the industrial chain and supply chain are resilient and safe

The whole level has been improved, and the destocking of Marine engineering equipment has achieved remarkable results and the quality of economic operation

Obviously improved, but short-term problems and medium - and long-term problems superimposed, the future development situation depends on

It was grim.

First, the basic situation of industry operation

(A) the three major shipbuilding indicators, one up and two down

In 2022, the country's shipbuilding completed 37.86 million deadweight tons, down from the previous year

4.6%. New orders were 45.52 million DWT, down 32.1%. As of December

At the end of the day, hand-held orders were 105.57 million DWT, an increase of 10.2%.

In 2022, 30.67 million deadweight tons of export ships were completed nationwide, down from the previous year

14.6%; New export ship orders were 40.56 million DWT, down 31.7%; Up to

At the end of December, orders for hand-held export vessels were 95.22 million deadweight tons, up 12.6 percent. Out of the

Port ships accounted for the national shipbuilding completed volume, new order volume, hand-held order volume

81.0%, 89.1% and 90.2%.

(2) The export value of ships keeps increasing

In 2022, China's ship exports amounted to 26.4 billion 8.7%. Among the export ship products, bulk carriers, oil tankers and container ships still dominated, with a total export value of 13.99 billion US dollars, accounting for 53% of the total export value.

China's ship products are exported to 191 countries and regions, to Asia, Europe and Africa

The export value of continental ships was 13.8 billion, 4.37 billion and 3.5 billion US dollars, respectively.

Second, the main highlights of industry operation

(1) The international market share continues to lead, and the competitiveness of backbone enterprises is enhanced

In 2022, China's shipbuilding international market share has ranked first in the world for 13 consecutive years

First, the status of a major shipbuilding country has been further consolidated. China's shipbuilding completions, new orders

In terms of deadweight tons, the volume and hand-held orders accounted for 47.3% and 55.2% of the world total respectively

And 49.0%, an increase of 0.1, 1.4 and 1.4 percentage points over 2021, respectively.

In terms of revised gross tonnage, they accounted for 43.5%, 49.8% and 42.8% respectively, also remaining global

Take the lead. China's backbone ship enterprises maintain strong international competitiveness, respectively, there are 6 enterprises

Enter the world's top 10 shipbuilding completions, new orders and hand-held orders.

(2) New breakthroughs were made in high-end equipment, and green-powered ships grew rapidly

In 2022, China's shipping enterprises continue to increase research and development efforts in high-tech ships and

New breakthroughs have been made in the field of ocean engineering equipment. 24,000 TEU container ship, 17.4

High-end ship types such as 10,000 cubic meters of large LNG have been delivered in batches, the first large domestically produced ship

The cruise ship achieved a major node of the main power generation vehicle, and the second large cruise ship started smoothly

Build. 100,000-ton smart fishery large aquaculture ship, the fourth generation of jack-up wind power

Installation vessel, cylindrical FPSO (floating production, storage and unloading device) and other offshore engineering installation

Ready to implement delivery. 300,000-ton LNG dual-fuel powered Very Large oil tanker (VLCC),

209,000 tons Newcastle type LNG dual-fuel power bulk carrier, 49,900 tons A

Green power ships such as alcohol dual-fuel power chemical/refined oil tanker were completed and delivered.

Green power ships accounted for 49.1% of new orders in the year, the highest in history

Level.

(3) The application of domestic supporting products has accelerated, and the security level of the industrial chain has been improved

In 2022, domestic Marine main engine, Marine boiler, Marine crane, Marine

Gas supply system (FGSS) and other supporting equipment loading rate continued to improve, Dalian Huarui

The 1000th Marine crankshaft was delivered, the world's first with intelligent control of exhaust gas

The dual-fuel main engine of the circulation system is completed and delivered. Marine high-end steel development capability is not

Break up, large container ship crack plate to achieve domestic replacement, domestic high manganese steel

The tank project started smoothly, and the special stainless steel for the domestic thin-film LNG ship tank passed the patent

Company certification, domestic LNG ship corrugated plate all-position automatic welding equipment successfully developed.

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.

It is down 68.4 per cent from the year's high. Since the second half of the year, the new ship price comprehensive refers to

There has been a "stagflation" in the number, which has remained at the level of 162 points for six consecutive months

Ship type prices have fallen slightly. Macroeconomic changes to international shipping and shipbuilding

The risk of a short-term correction is growing.

Forecast for 2023

In 2023, according to the International Monetary Fund (IMF) and other institutions, the world

The world economy will face greater downward pressure, and the economic growth rate will continue to be low growth

The contraction in demand is bound to have a negative impact on the international shipping and shipbuilding market. the

Comprehensive analysis, it is expected that the global shipbuilding completion in 2023 will remain at 100 million deadweight

Historically high levels of tons, new orders received were less than 100 million deadweight tons, holding orders

Keep the capacity above 200 million deadweight tons; China's shipbuilding completion will exceed 42 million

Deadweight tons, new ship orders of about 40-50 million deadweight tons, hand ship orders

Single remains at 100 million deadweight tons left