Preface: end of the year and to the end of the year , looking back afar, in 2013 the global shipbuilding industry can be described as faltering , the former hard -line . Stop overlooking the new year, the shipbuilding industry go from here ?

Since the reform and opening up, China 's shipbuilding industry has been trying to explore the international market , successfully established itself as the export-oriented industries. However, this also leads to a higher dependence on foreign shipbuilding industry in recent years by the international economic downturn.

Since 2008 , affected by the financial crisis, the gradual decline in international trade and investment , global shipping demand weakens , the shipping market suffered heavy losses . Downturn in the shipping industry , a serious blow to the needs of the shipbuilding industry .

House seemingly endless rain , under the influence of the financial crisis , tight liquidity in the banking sector to the international shipbuilding worse.

In addition to financing difficulties, there are also difficulties currently shipbuilding overcapacity . Since 2004, China 's shipbuilding industry has entered a golden age, the number of Chinese shipyards began to grow rapidly . According to incomplete statistics , mainland China is now the shipyard has more than 1600 .

Various unfavorable factors under attack since the end of 2011 , Jiangsu, Zhejiang, Fujian , Shandong and other provinces of the large shipbuilding shipbuilding enterprises have gradually caught underemployed or downtime dilemma , many large shipbuilding during more enterprises have announced bankruptcy.

In order to find a way out, the majority of the strength of the domestic shipping enterprises are eyeing marine engineering equipment industry, with new shipbuilding different markets, the negative impact of the world economy by the offshore market is relatively smaller, and in driving the global energy demand outlook is bright. In this regard, the Korean shipbuilding companies to rival Chinese companies on an unforgettable lesson: Although the "world's first ship," the throne had been killed in 2010 China, but the South Korean shipbuilding industry immediately with plenty of marine equipment order fulfillment reversed, regain first. In recent years, marine equipment has become South Korea's flagship product prices several ship. Imagine, Korean shipping prices can flex its muscles in the marine market is definitely not in a day, after the inevitable after a thorough market analysis, carried out a large number of technical research and development, to be paid off. Thus, in the marine field, Chinese ship

Shipbuilding price fell back to 23 years ago the majority of enterprises operating at a loss in a boat

2013 shipbuilding in the old order has been completed, the new orders too little is not enough state. Downturn in shipbuilding and shipping industry downturn led directly to the shipyard days unsustainable.

" Boat shipyard selling price is only the cost price of labor costs and material costs , private shipping enterprises in order to maintain operations , even if the losses have orders ," which is the 2013 most enterprises in the boat portrayal of real existence . Once idle shipyards , the majority of small shipyards will lose over a million dollars a day , in order to maintain the daily operations of the shipyard , the shipyard would rather have had a loss orders .

In fact , after the completion of the majority of shipyards to undertake earlier orders , enter 2013 in the shipyard was faced then no one can be dry and non- living situation .

Data show that from the beginning of 2013, 153 shipyards also holds orders. However , some analysts believe that more than half of the shipyard without any orders from the beginning of next year (without regard to delivery delays and other factors ) . Shipyard with a responsible person 's words , " no orders can be connected only to the workers leave ."

From 2011 to date , Jiangsu, Zhejiang, Fujian , Shandong and other provinces of the large shipbuilding shipbuilding enterprises have gradually fall into the plight of underemployed or downtime . During the more many large companies have declared bankruptcy shipbuilding .

Reduce shipbuilding orders increased competition , and in 2013 the ship is due to intense price competition and falling into the trough. From the newbuilding price chart , the new shipbuilding prices in 2013 is generally flat with 1991 boat price . Thus, since 2008 the shipbuilding prices peaked , the current newbuilding prices have dropped back to 23 years ago .

According to Platou company Shanghai chief representative Shao peace to the reporter, since the financial crisis, the new ship prices continued to edge lower, compared with the overall level before the crisis slid 30 percent , and some broken ship prices have dropped 40 percent to 50 %.

A large joint shipbuilding enterprise market sources said some customers are willing to lower the price at a single time, although this new ship orders than last year, but profit immeasurably in front of a few years . "Now the margin is too miserable, although the price a bit higher than last year , but still in the trough than the peak of about 30% down ."

Make bricks without straw , not only the large shipbuilding enterprises received orders difficult , and even large enterprises are also tightening their belts life boats , shipyards gain ashamed to see people . Data show that in January 2013 to October , 80 shipbuilding industry focus on monitoring industrial output value of 289.6 billion yuan enterprises , down 11.2%. Among them, the shipbuilding companies 149 billion yuan , down 23.3 percent ; shipbuilding companies 21 billion yuan , down 18.7% ; ship repair enterprise 9.9 billion yuan , down 9.8%.

Separate data showed that in January 2013 to October , the shipbuilding industry focus on monitoring 80 enterprises realized main business income of 201.2 billion yuan , down 13.9% ; total profit of 5.23 billion yuan , down 49.8 percent .

Shares in the ship is in 2013 announced three quarterly , the first three quarters of net losses of 94.7983 million yuan , an increase of 37 times the loss .

China 's largest private shipbuilding company Rongsheng also in early July this year , the timely payment of wages due to inability to pay talks was part RSHI dispatch personnel. Although Chang Jianhua , vice president of the company to respond to the incident , the workers pay talks because the company owed ??wages of labor , rather than RSHI Wages , but the industry is capital chain RSHI situation still continued to be suspicious .

Thankfully , in 2013 the ship prices have or no down situation, began to have the opportunity to buy the dips international shipowners , ship big purchase , but it also makes part of the " hunger and thirst " for shipping enterprises gained a new life .

According to the China Shipbuilding Industry Association released in January 2013 to October National Shipbuilding economic performance shows that in January to October , the country received new ship orders 46.44 million deadweight tons , an increase of 183% ; According to Clarkson Research UK latest statistics , the first 10 months , the total global new ship orders of 35.56 million deadweight tons , an increase of 74%.

According to the China Shipbuilding Industry Association released in January 2013 to October National Shipbuilding economic performance shows that in January to October , the country received new ship orders 46.44 million deadweight tons , an increase of 183% ; According to Clarkson Research UK latest statistics , the first 10 months , the total global new ship orders of 35.56 million deadweight tons , an increase of 74%.

Substantial growth in the face of new ship orders , and a boat that this is a precursor to the shipbuilding enterprises of recovery . So, whether this is a signal shipbuilding recovery it?

In this regard , the reporter consulted a number of shipbuilding companies and industry analysts who answers given are all negative . Most people are not optimistic about today's shipbuilding industry , many believe that the "new orders will increase this year, mostly in large-scale shipbuilding enterprises , most SMEs still no one can take ."

This only shows that those looking to gain a lifeline industry recovery of small shipyards will become increasingly sad day . As China 's first-tier shipyards increasing share of new shipbuilding orders , the number of shipyards started will continue to fall , a large part of the small shipyards will face increasing pressure . In this case , I am afraid there will be no strength and competitiveness of a large number of small shipyards abandoned the market , industry concentration will strengthen the shipbuilding industry , future orders will mainly focus on the strength of a large shipping enterprises body.

Shipbuilding overcapacity difficult illnesses in addition to ultra- 800 shipping enterprises face a reshuffle.

Since 2004, China 's shipbuilding industry has entered a golden age, the number of Chinese shipyards began to grow rapidly . Any detached and shipbuilding business owners , business owners and even irrelevant , flocked to become an army of shipbuilding .

" China 's shipbuilding enterprises too much ." CPPCC National Committee , China Ship Scientific Research Center Wu Yousheng honorary director told the media lamented . Wu Yousheng statistics , from 2006 to 2010 , 300,000 tons of production capacity of shipping enterprises from 7 to 33 , 100,000 tons dock berth from 17 to 59 . Zhejiang Taizhou only one place , there are more than 200 shipbuilding enterprises, of which nearly 60 % of the shipping enterprises in 2004 after the establishment .

Rapid growth , a direct result of excess shipbuilding capacity . Some analysts believe that excess shipbuilding capacity is closely related to the 2005-2008 shipbuilding boom. However , some market participants pointed out that the relevant departments in the global financial crisis the launch of the industrial promotion policy also played a role.

June 2009 , the Ministry of Industry and Information Technology announced the " ship industrial restructuring and revitalization plan

Conditions " , called for increased production and business credit financing support , increased imports of ships buyer credit, and so encourage the purchase of abandonment . By 2011, the shipbuilding output reached 50 million tons , and in 2011 China 's shipbuilding accounted for more than 35 % of the world 's shipbuilding capacity .

Under the stimulus , shipyards sprang up like mushrooms , the shipbuilding industry has also set off a round of expansion wave .

In the shipbuilding industry thriving , while China shipyard orders total direct jump to the world. However , the rapid increase and expansion of the shipyard also had a shipbuilding overcapacity , until today is still a major problem of the industry.

Ministry officials said that by the end of 2012 , China's shipbuilding capacity of about 80.1 million dwt, capacity utilization was 75%. However, according to the latest statistics, the first three quarters of 2013 , China 's shipbuilding industry capacity utilization rate of only 50-55% . How to solve the problem of overcapacity has been put on the agenda .

Ministry officials told reporters that the number of domestic shipping enterprises around 800 , which the international average that much difference, if compared with only 20 Korean ship enterprises , the number of domestic shipping enterprises is 40 times the Korean shipping prices.

Seen from the above figures , the domestic shipyards in line with the international average , its difficult to imagine . Most people in the industry are not optimistic about this , the vast majority of small and medium enterprises holding survive shipbuilding industry downturn , the industry waits for psychological recovery .

Ministry officials had expressed the hope that those shipping enterprises to wait to see the situation in the industry to pick up early exit from the market , do not take any chances . Market turns for the better , whether 800 shipping enterprises can all survive , hard to say.

In order to resolve the problem of excess shipbuilding capacity , in August 2013 the State Council issued " the shipbuilding industry to accelerate the implementation of structural adjustment programs to promote the transformation and upgrading ( 2013 -2015 ) ," and proposed adjustments to promote the continuation of the implementation of the old single-hull tankers transport vessels and early retirement Update policies to December 31, 2015 .

Two months later, on October 15 , the State Council issued a " serious excess capacity to resolve conflicting guidance" for the current iron and steel, cement , electrolytic aluminum , flat glass , shipbuilding and other industries serious excess capacity five contradictions raised guidance observations. Among them, the ship industry capacity utilization of only 75% , significantly lower than the international level often .

November 13 , the Ministry issued " ship industry standard conditions" , aimed at further strengthening the management of the shipbuilding industry , excess capacity to resolve conflicts, accelerate structural adjustment, improve the technical level , and promote the transformation and upgrading , to guide the sustainable and healthy development of the shipbuilding industry .

To solve the problem of overcapacity , within three months , the State Council and the Ministry has announced a series of three measures the intensity of the policy is not small.

At the same time , the shipbuilding industry overcapacity day results. Not only the blind expansion of production capacity of the domestic shipbuilding industry momentum has been checked , the total production capacity will not increase ; Meanwhile, with steadily shipbuilding corporate mergers and acquisitions , the shipbuilding industry concentration began to improve .

However, although the momentum of blind expansion of shipbuilding capacity has been checked, but this does not mean that industry overcapacity problem solved. In conversations with a number of reporters in the industry that, at present, although new orders increased, but that does not mean that shipowners missing the boat , but because of the low price of the boat will have a speculative shot shipowners . In fact , the current shipping market , there are still some hidden capacity exists. In this context , no one can predict when the shipbuilding industry will recover.

Off restructuring shipbuilding enterprises tide over one hundred boats swarmed marine equipment industry

Shipbuilding overcapacity, boat price hit bottom , no new orders can be accessed and so on, various factors have led directly to the closure of many small shipyards , still insist there is no collapse of small shipyards are also in the state of collapse at any time . More Insiders pointed out that the transition would not shipbuilding enterprises face closure crisis.

The most critical is that 70% of the domestic shipbuilding industry to compete in the low-end market while the ship , which intensified the lack of direct production of the domestic shipbuilding industry overcapacity and low-end market, high-end market . It is to solve the drawbacks of the shipbuilding industry transformation and upgrading of the recipe.

In order to save the trough in shipbuilding, the State Council and relevant departments have issued a series of planning documents related to the shipbuilding industry . Such as " shipbuilding industry restructuring and revitalization plan ," " Shipbuilding twelve Development Plan " , as well as the National Development and Reform Commission , the Ministry and other ministries issued a " marine engineering equipment industry innovation and development strategy", " marine engineering equipment manufacturing and long-term development plan . "

August 2013 , China's State Council issued " the shipbuilding industry to accelerate the implementation of structural adjustment programs to promote the transformation and upgrading ( 2013 -2015 ) ," stressed efforts to improve product mix, improve technical structure, optimize the organizational structure , adjust the layout structure , resolve conflicts overcapacity to improve the industry's core competitiveness .

Li Yanqing , director of China Ship Information Center , said the program is for the development of China 's shipbuilding industry restructuring and industrial upgrading issues , in order to build powerful shipbuilding , marine power for the strategic objectives proposed .

In support of the policy , the shipbuilding industry set off a tidal wave of large-scale upgrade . Among them, the most favorable for the shipbuilding enterprise transformation marine engineering equipment industry . More market forecast that " from 2013 to 2018 the average annual investment in oil and gas development in the world's oceans more than $ 327 billion , if the estimate of 20 % -25 % , the annual demand for marine equipment market in the $ 65 billion -810 billion dollars of room . "

Lured by the prospect of a better , more shipbuilding companies flock. According to the " Securities Daily" reporters to incomplete statistics , at present , there are already more than a hundred super shipbuilding enterprise transformation into the ocean engineering equipment industry .

The industry generally believe that marine development will be a major focus of future economic development . This perception led the field of marine booms , many shipbuilding companies want to enter the offshore fields. But marine business technical threshold is high, blocking most of the shipbuilding enterprises to enter , even successful companies in transition , and how to gain a competitive business advantage will be new problems to face .

In 2013 , some of the long transition shipping enterprises rewarding . After the Pacific ( Zhoushan ) marine engineering company following the completion of the initial jackup rig repair business , and this year received a boat worth up to $ 250 million in offshore rigs orders, construction is expected to be completed about a year and a half .

In addition, Zhenhua Heavy Industries earlier this year said publicly that the company has successfully obtained European customers Block 11 400 feet jack-up rig orders. Shanghai Waigaoqiao Shipbuilding and Marine Engineering Company also signed with Singapore shipowners 2 2 year offshore platform supply vessels contract.

Transformation is the market that is China 's most successful Heavy Industries, the company released in January 2013 to September orders announcement shows the company military military trade and maritime economy explosive growth segment , new orders in January to September 55.484 billion yuan . Military and military trade accounted for most of the marine economy business grew about 7 times.

For the successful transformation of China 's heavy industry , some analysts pointed out that while in the country to develop the marine business, marine guard military-industrial -related businesses also will rise , China Heavy become leaders.

Enterprises have hundreds of boats over the transition will not be easy to marine engineering equipment industry , it is not " pie in the sky ." This should start with changing the international shipping market .

The top three producers of the international shipping industry are South Korea, Japan and China , in which Korea at the forefront , thanks to the gradual withdrawal of South Korean shipbuilders low-end market, marine engineering equipment , marine engineering to development opportunities in high-end market , the domestic shipbuilding enterprise was able to take the opportunity to seek to enter the marine engineering equipment industry .

Of course, the South Korean shipbuilding companies to exit the low-end marine engineering equipment industry is not out of a gentleman , but its phase high-end products bring high returns.

It is a transition to a marine engineering equipment industry shipyard boss told reporters , although the company also produces marine equipment products, but do not get a high profit company , received only meager profit .

Although China 's shipbuilding industry is mainly engaged in low-end equipment manufacturing, however , some large domestic shipbuilding companies are committed to high-end market . Given the lack of experience , survival mode restrictions and other factors , the domestic shipping enterprises is still some way to go.

From previous historical experience, the domestic shipbuilding companies get together and make low-end ship is clearly not feasible , while at the same time restructuring the face of hundreds of companies over the ocean engineering equipment industry is also worried about the industry to fear in this industry overcapacity again. In this regard , the majority of people in the industry with a few suggestions , hope shipbuilding enterprises to increase investment in particular within the capabilities of the ship .

2013 , in addition to marine engineering equipment industry is booming outside , green energy vessels become the darling of the ship industry in 2013 . Given the high price of oil , the owner of the ship for the requirements tend to be more energy saving vessels, thereby relieve pressure on shipping lines operating costs . In 2013 the majority of new orders in such a ship -based.

East west light does not shine , summed up 2013 's shipbuilding industry , a great " transition who have eternal life " mean in which even reach eternal life , at least in the process of shuffling the shipbuilding industry in the hope of survival greater.

As for the future of the shipbuilding industry , the industry insiders , China's shipbuilding industry in the next few years may be , this new change, backward and excess capacity can be gradually phased out the production of high-end flow field pattern of China 's shipbuilding industry in the world, not only occupy a number of advantages also revealed technical advantages.

Scrapping subsidies " eccentric " * ST ocean shipping industry is expected to benefit the most

Shipbuilding 2013 bad day too , but after December scrapping subsidy policy for the shipbuilding industry , means what ?

According to this year's December 4 ministries ( Ministry of Transport , Ministry of Finance , the National Development and Reform Commission , Ministry of Industry and Information Technology ) jointly issued the " old transport ships and early retirement of single-hull tankers updated implementation plan" ( hereinafter referred to as the "program" ) , primarily with ocean and coastal operations to encourage qualified Chinese nationals old single-hull tankers transport vessels and early retirement updated benchmark subsidy amounting to 1,500 yuan / tons gross tonnage , 50% of the grant funds were in various proportions and shipbuilding minutes after the completion of the shipbreaking twice released .

Since scrapping subsidy policy , the policy of the industry have a different attitude .

Some analysts believe that the policy for the shipbuilding industry is good news. On the one hand , the policy will help to promote the old transport ship out of the market , promote industrial restructuring ship ; hand, create orders through policy tools for shipbuilding, ship conducive to expanding market demand, stable ship production .

But insiders pointed out that the policy came out, on behalf of those who want to get scrapping subsidies would have to buy a new boat in case the shipping companies can not buy a new boat , get 50 % of the scrapping of subsidies . Some people think that the policy would make no orders can be accessed in the shipbuilding industry even worse .

First, regardless of whether the new policy focus favor scrapping the shipping industry , the introduction of this policy is not to benefit all the shipping industry.

According to the "program" in the provisions of the mandatory retirement age of the ship or the time -out single-hull tankers ahead of the deadline to 10 years dismantling , dry bulk carriers , for example, the general mandatory retirement age of around 33 years , that , age of 23 years or more vessels , early retirement before they can enjoy the subsidy .

This means that , in recent years, the newly established shipping companies , unable to enjoy the scrapping subsidy policies. As the ship's age limit above 23 years , therefore , the benefit of shipping enterprises Founded more than 23 years at least . Some analysts pointed out , * ST , COSCO Shipping, China Shipping Container Lines , China Shipping Development , CMES these old shipping companies will benefit a lot.

China Shipping Development Chief Accountant Wang Kangtian said publicly that we now have six to seven 20,000 tons of boat operators do not have to be sealed , these boats are basically meet the criteria listed in the policy of scrapping subsidies be expected to be gradually removed. Wang Kangtian said the company 's 30 nineties of last century 's old boat custom-made , and finally the " capital " gradually eliminated.

In addition , * ST ocean secretaries Guo Huawei For more indifferent attitude of scrapping subsidies , he told reporters that because the company established a long time, many older vessels , the company has continued to make adjustments to the Company's vessels . It said the company will not change its policy of not adjust the ship's structure .

Currently , the industry is the introduction of the policy can speed up the renovation and updating of the shipping industry to upgrade the ship -see attitude , whether there should be able to judge the effect , such as the implementation .

In addition, the introduction of the current policy , but also support maritime law enforcement and rescue and salvage ship , resource surveys, and other official scientific expedition ship construction . Although this part of the order is not too much, but the policy also supports maritime security equipment and fishing facilities , equipment renovation, which also brings a lot of shipyard orders, especially fishing renovation will have a massive investment.

With shipbuilding enterprises in different fields of development and refinement of diversion will avoid future shipbuilding intense homogenization , the presence of low-end competition in the industry before , so turned to the professional development field .