Significant decline in important indicators

According to the latest data released by the Ministry of Industry and Information Technology, the three major indicators of the shipbuilding industry declined in the first three quarters. The industry believes that the downturn in the shipbuilding industry may continue for some time. In this context, a new round of “shuffle” in the industry is inevitable.

Three major indicators fell

The data shows that from January to September, the national shipbuilding completion volume was 41.58 million DWT, down 18.5% year-on-year, of which 12.36 million tons were sea vessels; the new orders for ships were 15.41 million DWT, down 46.9% year-on-year, of which 632 was sea-going. Ten thousand tons. As of the end of September, orders for hand-held ships were 120.9 million DWT, a decrease of 19.4% from the end of 2011, of which sea-going ships were 40.34 million revised gross tons, and export ships accounted for 83.7% of the total. Experts in the industry believe that the economies such as Europe and the United States are still not getting rid of the downturn, the demand for international trade is shrinking, and the market is weak. The uncertainty and instability of the world economic outlook have constrained the development of the shipping industry and exacerbated the difficulties of the shipping industry.

In this regard, Sun Bo, a spokesperson for China Shipbuilding Industry, said that despite the current downturn in the shipbuilding industry, some shipping companies still have orders to maintain this year. "2013 is the time to truly test China's shipbuilding industry." The industry's downturn continues, a new round of integration in the shipbuilding industry is inevitable, and the industry may undergo large-scale integration and restructuring. Some enterprises with weak R&D capabilities and non-active transformation will be eliminated. Some stronger companies may obtain new ones. Advantages.

A few happy couples

From July to September 2012, CSIC’s net profit reached 1 billion yuan, up 8% year-on-year. However, due to seasonal reasons, it was down 32% from the previous quarter. However, industry experts pointed out that China Shipbuilding Heavy Industry's annual net profit is difficult to show a year-on-year upward trend. In the third quarter, China Shipbuilding Heavy Industry's operating income was 1.1 billion yuan, up 16% year-on-year, and the gross profit margin for sales from January to September reached 15.1%.

Another state-owned China Shipbuilding Industry Group's net profit in the third quarter was 70,448,900 yuan, a significant drop of 87.34% compared with 557 million yuan in the same period last year; operating income decreased from 6.43 billion yuan in the same period last year to 5.7 billion yuan. The company said that due to the overall downturn in the shipbuilding industry, the company's operations have been greatly affected. The price of ships and related products under construction in 2012 decreased significantly compared with the previous year. It is expected that the net profit attributable to shareholders of listed companies will decrease significantly compared with the same period of last year. The industry believes that taking China Shipbuilding Heavy Industry as an example, the company's construction ship type is not limited to merchant ships, and it is diversified to a certain extent, so it can overcome the current crisis.

Transformation and upgrading into necessity

The China Shipbuilding Industry Association analyzed that the current unstable market has brought the shipbuilding industry into an integration period. The new international shipbuilding regulations have been accelerated, and the quality and technical requirements have become more stringent. New ship orders are increasingly concentrated in a few powerful shipyards. In 2012, although the number of orders for the global shipbuilding industry fell by 50% year-on-year, the total amount of orders fell by only 10%, because the increase in high value-added ships made up for the decline in orders for the three major categories of traditional ships. In this regard, Xu Zuyuan, deputy director of the Ministry of Transport, said: "The lack of effective demand for the traditional shipbuilding market, which began in 2012, will continue. China is in urgent need of transforming from a large shipbuilding workshop to a shipbuilding power." "Increased benefits of high value-added ships Obviously, the countries with relatively advanced technology, such as South Korea’s Samsung Shipbuilding and other companies, have dominated the LNG ship market.” Xu Zuyuan said, “The future competition in the shipping industry will be concentrated in the standard setting field, and China needs to be in the new green energy conservation standards. The right to speak has been obtained.” Chen Aiping, executive deputy director of the Maritime Safety Administration of the Ministry of Transport, said that China’s maritime system, ship inspection agency, and China Classification Society will study and formulate green ship construction codes, establish and implement ship energy efficiency and emission statistical analysis systems, and guide ship design. The construction, transportation and transportation industries are moving towards green environmental protection. It is reported that the "oil to gas" project of China's ships has been promoted in an orderly manner, and clean energy has begun to be applied on ships. In addition, private shipping companies are constantly adjusting their ways of living. Domestic fishing vessels such as domestic ocean-going tuna boats, squid fishing boats and saury boats are developing rapidly. The offshore fishing in different areas of China's coastal areas has diversified market demand for fishing vessels. In response to these demands, some design companies are strengthening the technical development and reserves of fishing vessels. Experts said that the renewal of fishing vessels has been supported by national policies. Ship design companies should strengthen communication with relevant authorities in the region where they operate, investigate the characteristics of fishing grounds, understand the needs of fishermen, and gradually build brands in the development of fishing vessels. In addition, increasing the technical development of special engineering vessels, offshore auxiliary vessels, offshore wind power special equipment, etc., avoiding the competition of the conventional transportation vessel design market is also a way for private design enterprises to cope with the crisis. For the current difficulties faced by private ship design companies, Zhong Zhende, deputy secretary general of Shanghai Shipbuilding Industry Association, believes that these enterprises will experience a process of survival of the fittest. Under the current situation, if the enterprise still adopts the old operation mode and engages in the conventional ship design business with low technical content, or makes simple modifications with reference to the existing drawings, its future development is bound to be unsustainable. Private ship design enterprises must strengthen the construction of innovation capabilities, actively adapt to changes in the market environment, continuously improve the design level, establish their own brands, in order to get out of the predicament and to "live" well.