Overview of China's shipbuilding industry in 2021

Industry profile

1. Definition

Ship is a general term for all kinds of ships, refers to the means of transportation that can sail or berth in the waters for transportation or operations, and has different technical performance, equipment and structural types according to different use requirements.

Shipbuilding industry, that is, shipbuilding industry, is a modern comprehensive industry, but also the combination of military and civilian strategic industry. As an important industry related to national economic development and national defense security, shipbuilding industry provides necessary technical equipment for Marine development, shipping transportation, energy transportation, national defense construction, etc., and is an indispensable and important component of China's manufacturing industry.

There are many types of modern ships, which can be classified according to hull material, sailing area, power plant, propulsion mode, sailing state, purpose and so on. Among them, the best way to describe the characteristics of the ship is to classify the ship according to its purpose.

2. Industrial chain analysis

Steel, non-ferrous metals, composite materials and Marine supporting equipment are important raw materials in ship production, and any change in these raw materials will affect the production quality and cost of the ship. Understanding the output and price trend of steel, non-ferrous metals and composite materials will help control the cost of the shipbuilding industry, and understand the technical research and development of Marine supporting equipment, which is conducive to the development of new products for ships.

Ships are widely used in shipping, national defense military industry, Marine engineering equipment and other industries, is an important supporting product of shipping, national defense military industry, Marine engineering equipment and other industries, and its product performance must meet the needs of these industries. The development of the shipbuilding industry depends on the pull of the downstream industry, but also restricts the development of these industries.

Industry development history: The initial establishment of a modern high-level ship industry system

The rise of the world's great powers has all started with shipbuilding and mastering the sea. As a symbol of the national industrial level, the shipbuilding industry has a high degree of industrial expansion, and has the reputation of "the crown of comprehensive industry".

Looking back on the development process of more than 150 years since modern times, China's shipbuilding industry has experienced the main stages of starting from ruins, opening up to the outside world, crossing the world, continuing to open up, from the numerous holes to regain vitality, from a hundred industries to be reborn, witnessing the rise and fall of The Times, and engraved the eternity of industrial rejuvenation. At present, China has entered the ranks of the world's shipbuilding powers, the international competitiveness has reached the world-class level, the basic formation of the modern ship science and technology innovation system, the initial establishment of a modern high-level ship industry system.

Industry policy background: Shipbuilding industry to green and intelligent transformation and upgrading

According to the 14th Five-Year Plan, the transformation and upgrading of green and intelligent manufacturing in the shipping industry will bring new development opportunities for some small and niche ship types of new shipbuilding sectors, and China's overall shipbuilding market will show diversified development beyond the three main ship types. According to the prospective analysis, in the next five years, China's regional container ships, small and large LNG carriers and offshore wind power ship construction prospects will be good; The cruise sector has benefited from the increase in the number of tourists after the epidemic and the impact of the construction of cruise ports in China, and the medium and long term development prospects are bright.

At the same time, in order to achieve China's development goals of "carbon peak by 2030" and "carbon neutrality by 2060", the shipbuilding industry must vigorously promote the development of zero-carbon emission ships, and accelerate the cultivation of new domestic demand for low-carbon/zero-carbon emission ships, including liquefied natural gas (LNG) refueling stations, Marine hydrogen refueling stations, and high-power charging piles for ships into the scope of "new infrastructure". Provide support policies in terms of capital investment, operation and maintenance to ensure that infrastructure development is synchronized with low carbon/zero carbon emission ship R&D and operation plans; Formulate policies to support industrial projects such as the "Green Yangtze River" and the "Green Pearl River", aiming at higher greenhouse gas emission reduction requirements in the future; Support the dismantling and renewal of ocean-going, coastal and inland vessels with high energy consumption and high emissions through the establishment of industrial funds and financial subsidies; It will promote new power applications such as LNG fuel, lithium batteries, and fuel cells, and support ships in transforming oil and gas collection systems and shore power receiving facilities.