3 thoughts on “What is the situation of Chinese ships now?”
Gerard
As an important part of the development of the military industry, the number of new undertake orders and handheld orders in recent years has shown a downward trend. In 2020, the new undertaking orders decreased by 0.48%from the previous year to 28.93 million tons. Last year, it fell 12.92%. At the same time, the price of upstream raw materials in the industry has greatly increased the profit space. The total profit in 2020 was 4.78 billion yuan, a decrease of 17.3%from the previous year. Due to this, the operating capacity of head enterprises in the industry has also declined year by year. Overall, the decline in industry prosperity and the continuous rise in costs have made the development of the ship industry face great resistance. If orders in the ship industry industry decline year by year The military industry industry is the pillar of national security, undertake national defense research and production tasks, and provides various weapons and equipment development for national armed forces. At present, the basic classification of the military industry is: nuclear industry, aerospace industry, aerospace industry, ship industry, and weapon industry. The, the ship industry plays an irreplaceable role in the development of the country’s defense security and promoting the development of important national economic departments such as my country’s transportation industry and marine development industry. 2013-2020 The new ship orders and handheld orders in our shipwreck are declining. In 2019, shipbuilding nationwide to undertake a new ship’s order of 29.07 million yuan, a year -on -year decrease of 3.04%. At the end of December, the handheld shipping order was 81.66 million yuan, a year -on -year decrease of 7.55%. In 2020, shipbuilding nationwide to undertake a new ship’s order of 28.93 million yuan, a year -on -year decrease of 0.48%. At the end of December, the handheld ship had 71.11 million yuan, a year -on -year decrease of 12.9%. The rising costs of shipbuilding restricting the development of the industry The profits in the ship industry are mostly from ship manufacturing. As the main raw material for shipbuilding, the price level determines the cost of shipbuilding largely. . As of now, the highest value of the steel price index has reached 133.59 points, which appeared on March 5, 2021; the minimum value was 92.39 points, and it appeared on April 10, 2020. According to the trend of the price index of steel, the overall price of steel in the recent period of steel has shown an upward trend. In addition to the reasons of various types of construction projects and enterprises to re -production and re -production of steel, it also releases the demand for steel. The price rises sharply. The total profit of the industry shows a decline in overall 2010-2020 The national scale was declining with the overall overall overall profit of the shipbuilding industry. The total profit in 2020 was 4.78 billion yuan, a decrease of 17.3%from the previous year. Among them, the ship industry enterprise is mainly composed of ship manufacturing enterprises, ship supporting enterprises, ship repair enterprises, ship modification enterprises, ship demolition enterprises and sea industry equipment manufacturing enterprises. ‘s full year, the total profit of ship industry enterprises above designated size was 4.78 billion yuan, a year -on -year decrease of about 17.3%. Among them, ship manufacturing companies were 930 million yuan, a year -on -year decrease of 84.3%; ship supporting companies were 1.74 billion yuan, a year -on -year decrease of 25.3%; ship repair enterprises were 1.93 billion yuan, an increase of 13 times year -on -year; ship modification companies were 480 million yuan, an increase of 33.3%year -on -year; Ship demolition enterprises were 140 million yuan, a year -on -year decrease of 41.7%; sea industry equipment manufacturing companies lost 420 million yuan, a year -on -year loss of 1.73 billion yuan; manufacturing enterprises with navigation equipment and other floating devices lost RMB 2.20 million, which was the same as the previous year. Note: The China Shipbuilding Industry Association only announced the data of January to November in the total profit of 2016 and 2019. Therefore, the data of 2016 and 2019 was calculated. The operating capabilities of representative companies in the ship industry generally decline The representative companies in the domestic ship industry include China Heavy Industry, China Ship, CRRC Technology and CRRC. In the quarter, the total asset turnover rate of these four representative enterprises generally declined, indicating that the company’s operating capacity declined year by year, and the sales capacity became weakened. It can be found that the decline in the overall prosperity of the ship industry has affected head companies, and at the same time, the rise in shipbuilding costs has also brought some resistance. In general, the situation of the order of the ship industry is decreasing year by year, and the downward trend of the industry’s operating benefits can be seen that the prosperity of my country’s ship industry is declining. Through this phenomenon The industry shifted to other industries. -For more industry research and analysis, please refer to the “Forecast and Investment Strategic Planning Analysis Report” of the Prospective Industry Research Institute
China has a long history of shipbuilding. After the epidemic has improved, the demand for ship manufacturing and transportation is rising, and the performance of the shipping sector in the stock market is very good, which has attracted many people’s vision. Today, I will study the leading company of the shipping industry-China Ship. Before entering China Ship, I will arrange this list of leading stocks in the ship manufacturing industry, and directly poke the link here: [Treasure Data] List of List of Leadership in the Ship Manufacturing Industry
. From the perspective of the company See
The Chinese ships are one of the largest domestic flagships of shipbuilding, the most advanced technology, and the most complete product structure. The company’s main business includes ship construction, ship repair, marine engineering, power business, electromechanical equipment, etc. At the level of shipbuilding business, the company’s product line can cover the types of vessels, oil boats, and container ships. For many years, the total shipbuilding and production production have ranked first in the country. At the same time, it belongs to the main listed company of China Shipbuilding Group’s core civil products. It has a complete industrial model and is the absolute leader of domestic ship manufacturing.
It briefly explained the situation of Chinese ships. Let’s analyze what excellent China Shipping Corporation has. Will we invest if we invest?
In highlights: Brand and business scale advantages
. If in recent years, our Chinese ship brand is getting farther and far away in the world. At the same time, in production efficiency, cycle, product Quality, cost control, customer satisfaction, etc. also show a very favorable competitive situation. The reputation is particularly good, and it is also very competitive. After the reorganization of major assets, the Chinese ship industry will expand and integrate the scope of product business deeper, and basically cover the types of ships and sea industry products, strengthen the positioning of the listed platform, and further promote the strength of the ship and sea industry to strengthen and make excellence. Essence
In highlights: In -depth adjustment of product structure, shipbuilding, sea industry, power, and three arrows to create a global ship -making leader
The company actively adjusts the product structure to meet the needs of the market On the basis of strengthening the main ship types such as container ships, tankers, and gas boats, pay close attention to the small ship market, and treat the robbing orders as the most urgent task of enterprises. Based on this situation, Chinese ships cater to market demand, develop and optimize mainstream ship types, accelerate the implementation of luxury cruise projects, overcome the bottlenecks of independent design of sea industry equipment, and transform the power mechanical and electrical business to the high -end value chain and value chain. In addition, they are also very successful in the development of ships. They mainly involve large -tonnage vessels, transport ships, refined oil boats, container boats, etc., and also marching towards the large cruise ship market. The length should not be too long. For detailed Chinese ship reports and risks, the school sister has been put in the research report. I feel that it is studied: [Deep Research Report] Chinese ship reviews, it is recommended to collect it!
. From the perspective of the industry,
Since the easing of the epidemic, driven by the economic recovery, resumption of work and re -production, the demand for commodities in the commodity Bring the road of development. As a leading corporate company in my country, Chinese ships will be beneficial to the gradual recovery of civilian ships and the supply -side reform of the shipbuilding industry; it can be imagined that the future of Chinese ships is quite promising, and it is likely to take the lead in enjoying the profit brought by the development of the industry. In summary, I think that Chinese ships can be said to be the leader of my country’s ship manufacturing industry. At the time of the industry’s reform, the spring breeze has been used to enable enterprises to develop. However, the article has a certain delay. If you want to know more accurately, you can know the future of Chinese ships, click the link directly, and special investment consultants conduct stock diagnosis for you. Is it a chance to get on the car?
The Answee time: 2021-09-08, the latest business changes are based on the data displayed in the link in the text, please click to view
The main listed companies of the ship industry: China Ship (600150.SH), China Shipbuilding Technology (600072.SH), Jianglong Shipbuilding (300589.SZ), CICC Defense (600685.SH), etc. If this article core data: coastal provincial liquid cargo dangerous goods shipping capacity scale, coastal provincial inter -provincial liquid goods dangerous goods ships age -In 2021, the overall demand for the transportation demand for inter -provincial liquid goods in the country’s coastal provincial liquid goods showed a slight growth year by year. Among them, the amount of transportation of crude oil and refined oil is relatively large, and the capacity of liquefied air transport is relatively small. In 2021, the number of inter -provincial crude oil transportation of the nation’s coastal provincial crude oil was 77 million tons, a decrease of 3.4%year -on -year; the coastal oil transport volume was 81 million tons, an increase of 3.8%year -on -year; %; Coastal liquefied air transport volume of 5.25 million tons, an increase of 29.9%year -on -year. The coastal provincial-liquid dangerous product overload capacity increased year by year 2019-2021, the overall load capacity of the nationwide coastal provincial liquid cargo dangerous goods increased year by year, but the total number of ships fluctuated. As of the end of 2021, there were a total of 1,585 dangerous ships of inter -provincial transportation liquid cargo nationwide, with a total load weight of 12.697 million yuan, an increase of 10 and 353,200 tons from the end of 2020. The types of ships, as of the end of 2021, the number of coastal provincial oil tanks accounted for more than 70%of the total number of liquid goods dangerous goods. More than 80%, followed by chemicals and liquefied gas boats. The new coastal provincial liquid goods dangerous products are mainly concentrated in the oil tanker market In new capacity, the number of new coastal provincial liquid goods dangerous goods from 2019-2021 increases year by year. However, the volatility of the load is changed. In 2021, 100 new coastal provincial liquid goods shipping capacity was added and 665,000 yuan. The types of ships, the number and load of new coastal provincial oil tanks in 2021 accounted for more than 70%of all liquid goods dangerous goods ships, followed by the number of new chemical ships and the proportion of load yields accounted for More than 20%, while the proportion of new liquefied gas vessels is less than 5%. The overall coastal provincial liquid goods hazardous products need to be improved In in accordance with the “Opinions on the Implementation of the Mandatory Scrap System of Transportation Ship”, “Regulations on the Management of Old Transport Ships”, etc. (Including oil tanks, chemicals, liquefied gas ships) market, the ship age is more than 12 years of old ships, and the ship age is more than 26 years of ships that have reached the age of special inspection ships. As of the end of 2021, the average age of inter -provincial liquefied gas vessels in my country exceeded 12 years, and the age structure of liquefied gas boats was to be improved; and the average age of oil tanks and chemical ships was less than 11 years. The proportion of ships from different types of ships from the age of the ship. As of the end of 2021, in the nation’s coastal provincial oil tanks, old ships and special inspection ships accounted for 39%and 1%of the total number of ships; chemicals Old ships and special inspection ships in the ship account for 47%and 1%of the total number of ships; old ships and special inspection ships in liquefied gas vessels account for 37%and 5%, respectively. On the whole, the total proportion of old ships and special inspection ships of different types of liquid goods in my country in China ’s coastal provincial provinces exceeded 40%, reflecting that the age structure of the dangerous product of inter -provincial liquid goods in China needs to be improved. The above data comes from the “Analysis Report on the Market Prospective and Investment Strategic Planning of the Chinese Water Transport Industry Market Marketing and Investment Strategy Plan”
As an important part of the development of the military industry, the number of new undertake orders and handheld orders in recent years has shown a downward trend. In 2020, the new undertaking orders decreased by 0.48%from the previous year to 28.93 million tons. Last year, it fell 12.92%. At the same time, the price of upstream raw materials in the industry has greatly increased the profit space. The total profit in 2020 was 4.78 billion yuan, a decrease of 17.3%from the previous year.
Due to this, the operating capacity of head enterprises in the industry has also declined year by year. Overall, the decline in industry prosperity and the continuous rise in costs have made the development of the ship industry face great resistance.
If orders in the ship industry industry decline year by year
The military industry industry is the pillar of national security, undertake national defense research and production tasks, and provides various weapons and equipment development for national armed forces. At present, the basic classification of the military industry is: nuclear industry, aerospace industry, aerospace industry, ship industry, and weapon industry.
The, the ship industry plays an irreplaceable role in the development of the country’s defense security and promoting the development of important national economic departments such as my country’s transportation industry and marine development industry.
2013-2020 The new ship orders and handheld orders in our shipwreck are declining. In 2019, shipbuilding nationwide to undertake a new ship’s order of 29.07 million yuan, a year -on -year decrease of 3.04%. At the end of December, the handheld shipping order was 81.66 million yuan, a year -on -year decrease of 7.55%.
In 2020, shipbuilding nationwide to undertake a new ship’s order of 28.93 million yuan, a year -on -year decrease of 0.48%. At the end of December, the handheld ship had 71.11 million yuan, a year -on -year decrease of 12.9%.
The rising costs of shipbuilding restricting the development of the industry
The profits in the ship industry are mostly from ship manufacturing. As the main raw material for shipbuilding, the price level determines the cost of shipbuilding largely.
. As of now, the highest value of the steel price index has reached 133.59 points, which appeared on March 5, 2021; the minimum value was 92.39 points, and it appeared on April 10, 2020. According to the trend of the price index of steel, the overall price of steel in the recent period of steel has shown an upward trend. In addition to the reasons of various types of construction projects and enterprises to re -production and re -production of steel, it also releases the demand for steel. The price rises sharply.
The total profit of the industry shows a decline in overall
2010-2020 The national scale was declining with the overall overall overall profit of the shipbuilding industry. The total profit in 2020 was 4.78 billion yuan, a decrease of 17.3%from the previous year. Among them, the ship industry enterprise is mainly composed of ship manufacturing enterprises, ship supporting enterprises, ship repair enterprises, ship modification enterprises, ship demolition enterprises and sea industry equipment manufacturing enterprises.
‘s full year, the total profit of ship industry enterprises above designated size was 4.78 billion yuan, a year -on -year decrease of about 17.3%. Among them, ship manufacturing companies were 930 million yuan, a year -on -year decrease of 84.3%; ship supporting companies were 1.74 billion yuan, a year -on -year decrease of 25.3%; ship repair enterprises were 1.93 billion yuan, an increase of 13 times year -on -year; ship modification companies were 480 million yuan, an increase of 33.3%year -on -year; Ship demolition enterprises were 140 million yuan, a year -on -year decrease of 41.7%; sea industry equipment manufacturing companies lost 420 million yuan, a year -on -year loss of 1.73 billion yuan; manufacturing enterprises with navigation equipment and other floating devices lost RMB 2.20 million, which was the same as the previous year.
Note: The China Shipbuilding Industry Association only announced the data of January to November in the total profit of 2016 and 2019. Therefore, the data of 2016 and 2019 was calculated.
The operating capabilities of representative companies in the ship industry generally decline
The representative companies in the domestic ship industry include China Heavy Industry, China Ship, CRRC Technology and CRRC. In the quarter, the total asset turnover rate of these four representative enterprises generally declined, indicating that the company’s operating capacity declined year by year, and the sales capacity became weakened. It can be found that the decline in the overall prosperity of the ship industry has affected head companies, and at the same time, the rise in shipbuilding costs has also brought some resistance.
In general, the situation of the order of the ship industry is decreasing year by year, and the downward trend of the industry’s operating benefits can be seen that the prosperity of my country’s ship industry is declining. Through this phenomenon The industry shifted to other industries.
-For more industry research and analysis, please refer to the “Forecast and Investment Strategic Planning Analysis Report” of the Prospective Industry Research Institute
China has a long history of shipbuilding. After the epidemic has improved, the demand for ship manufacturing and transportation is rising, and the performance of the shipping sector in the stock market is very good, which has attracted many people’s vision. Today, I will study the leading company of the shipping industry-China Ship. Before entering China Ship, I will arrange this list of leading stocks in the ship manufacturing industry, and directly poke the link here: [Treasure Data] List of List of Leadership in the Ship Manufacturing Industry
. From the perspective of the company See
The Chinese ships are one of the largest domestic flagships of shipbuilding, the most advanced technology, and the most complete product structure. The company’s main business includes ship construction, ship repair, marine engineering, power business, electromechanical equipment, etc. At the level of shipbuilding business, the company’s product line can cover the types of vessels, oil boats, and container ships. For many years, the total shipbuilding and production production have ranked first in the country. At the same time, it belongs to the main listed company of China Shipbuilding Group’s core civil products. It has a complete industrial model and is the absolute leader of domestic ship manufacturing.
It briefly explained the situation of Chinese ships. Let’s analyze what excellent China Shipping Corporation has. Will we invest if we invest?
In highlights: Brand and business scale advantages
. If in recent years, our Chinese ship brand is getting farther and far away in the world. At the same time, in production efficiency, cycle, product Quality, cost control, customer satisfaction, etc. also show a very favorable competitive situation. The reputation is particularly good, and it is also very competitive. After the reorganization of major assets, the Chinese ship industry will expand and integrate the scope of product business deeper, and basically cover the types of ships and sea industry products, strengthen the positioning of the listed platform, and further promote the strength of the ship and sea industry to strengthen and make excellence. Essence
In highlights: In -depth adjustment of product structure, shipbuilding, sea industry, power, and three arrows to create a global ship -making leader
The company actively adjusts the product structure to meet the needs of the market On the basis of strengthening the main ship types such as container ships, tankers, and gas boats, pay close attention to the small ship market, and treat the robbing orders as the most urgent task of enterprises. Based on this situation, Chinese ships cater to market demand, develop and optimize mainstream ship types, accelerate the implementation of luxury cruise projects, overcome the bottlenecks of independent design of sea industry equipment, and transform the power mechanical and electrical business to the high -end value chain and value chain. In addition, they are also very successful in the development of ships. They mainly involve large -tonnage vessels, transport ships, refined oil boats, container boats, etc., and also marching towards the large cruise ship market. The length should not be too long. For detailed Chinese ship reports and risks, the school sister has been put in the research report. I feel that it is studied: [Deep Research Report] Chinese ship reviews, it is recommended to collect it!
. From the perspective of the industry,
Since the easing of the epidemic, driven by the economic recovery, resumption of work and re -production, the demand for commodities in the commodity Bring the road of development. As a leading corporate company in my country, Chinese ships will be beneficial to the gradual recovery of civilian ships and the supply -side reform of the shipbuilding industry; it can be imagined that the future of Chinese ships is quite promising, and it is likely to take the lead in enjoying the profit brought by the development of the industry. In summary, I think that Chinese ships can be said to be the leader of my country’s ship manufacturing industry. At the time of the industry’s reform, the spring breeze has been used to enable enterprises to develop. However, the article has a certain delay. If you want to know more accurately, you can know the future of Chinese ships, click the link directly, and special investment consultants conduct stock diagnosis for you. Is it a chance to get on the car?
The Answee time: 2021-09-08, the latest business changes are based on the data displayed in the link in the text, please click to view
The main listed companies of the ship industry: China Ship (600150.SH), China Shipbuilding Technology (600072.SH), Jianglong Shipbuilding (300589.SZ), CICC Defense (600685.SH), etc.
If this article core data: coastal provincial liquid cargo dangerous goods shipping capacity scale, coastal provincial inter -provincial liquid goods dangerous goods ships age
-In 2021, the overall demand for the transportation demand for inter -provincial liquid goods in the country’s coastal provincial liquid goods showed a slight growth year by year. Among them, the amount of transportation of crude oil and refined oil is relatively large, and the capacity of liquefied air transport is relatively small. In 2021, the number of inter -provincial crude oil transportation of the nation’s coastal provincial crude oil was 77 million tons, a decrease of 3.4%year -on -year; the coastal oil transport volume was 81 million tons, an increase of 3.8%year -on -year; %; Coastal liquefied air transport volume of 5.25 million tons, an increase of 29.9%year -on -year.
The coastal provincial-liquid dangerous product overload capacity increased year by year
2019-2021, the overall load capacity of the nationwide coastal provincial liquid cargo dangerous goods increased year by year, but the total number of ships fluctuated. As of the end of 2021, there were a total of 1,585 dangerous ships of inter -provincial transportation liquid cargo nationwide, with a total load weight of 12.697 million yuan, an increase of 10 and 353,200 tons from the end of 2020.
The types of ships, as of the end of 2021, the number of coastal provincial oil tanks accounted for more than 70%of the total number of liquid goods dangerous goods. More than 80%, followed by chemicals and liquefied gas boats.
The new coastal provincial liquid goods dangerous products are mainly concentrated in the oil tanker market
In new capacity, the number of new coastal provincial liquid goods dangerous goods from 2019-2021 increases year by year. However, the volatility of the load is changed. In 2021, 100 new coastal provincial liquid goods shipping capacity was added and 665,000 yuan.
The types of ships, the number and load of new coastal provincial oil tanks in 2021 accounted for more than 70%of all liquid goods dangerous goods ships, followed by the number of new chemical ships and the proportion of load yields accounted for More than 20%, while the proportion of new liquefied gas vessels is less than 5%.
The overall coastal provincial liquid goods hazardous products need to be improved
In in accordance with the “Opinions on the Implementation of the Mandatory Scrap System of Transportation Ship”, “Regulations on the Management of Old Transport Ships”, etc. (Including oil tanks, chemicals, liquefied gas ships) market, the ship age is more than 12 years of old ships, and the ship age is more than 26 years of ships that have reached the age of special inspection ships.
As of the end of 2021, the average age of inter -provincial liquefied gas vessels in my country exceeded 12 years, and the age structure of liquefied gas boats was to be improved; and the average age of oil tanks and chemical ships was less than 11 years.
The proportion of ships from different types of ships from the age of the ship. As of the end of 2021, in the nation’s coastal provincial oil tanks, old ships and special inspection ships accounted for 39%and 1%of the total number of ships; chemicals Old ships and special inspection ships in the ship account for 47%and 1%of the total number of ships; old ships and special inspection ships in liquefied gas vessels account for 37%and 5%, respectively. On the whole, the total proportion of old ships and special inspection ships of different types of liquid goods in my country in China ’s coastal provincial provinces exceeded 40%, reflecting that the age structure of the dangerous product of inter -provincial liquid goods in China needs to be improved.
The above data comes from the “Analysis Report on the Market Prospective and Investment Strategic Planning of the Chinese Water Transport Industry Market Marketing and Investment Strategy Plan”