Although the good of the data is still time to pick up the s
EDIT： 领运物流 TIME： 2022-02-14 14:52
Ministry of industry and the Ministry of data released yesterday show that in the first quarter of this year, the amount of China's ship and floating structure exports $9550000000, an increase of 62.2%. And previously announced a quarter of the amount of completion and new orders of the two indicators, but also showing a varying degree of increase, of which the new ship orders for about 10.5 times the same period last year.
The industry is expected, with the warming of the international economic situation, shipbuilding industry, although has come out of the lowest valley, but industry depression in the short term is difficult to change. In this case, many boat companies through the steering marine engineering equipment production to seek high added value and diversification of income, which will become a new growth point of the industry, just the process of change is still time.
The new ship enterprises is still difficult to get a ticket
First quarter, Chinese ships and floating structure export amount of 95.5 billion, up 62.2%, an increase of 11.2 percentage points to raise; imports amounted $3.7 billion, an increase of 16.3%, amplitude drops 3.6 percentage points.
At the same time, the first quarter of the national shipbuilding amounted to 14570000 tons of capacity, an increase of 128%, of which exports accounted for 79% of the total. The new ship orders for 8260000 tons of load, about 10.5 times the same period last year, the new orders, which exports the total amount of 67%.
From the export situation, the amount of completion and new orders growth, gratifying year on year growth seems to be expected to the industry for the better. But from the reporter survey, the ship's orders did not return to the expected level. Yangzijiang company executives told reporters revealed that although had not been subjected to the cancellation or delay in delivery of the situation, but also do not feel to the industry to improve significantly. Jiangsu, another large ship companies with oil tanker production and exports, said the person in charge, at present, the enterprise is only in the delivery of orders on schedule.
Data show that as of the end of March, national shipbuilding company handheld ship orders to 18410 million deadweight tons, than at the end of 2009 handheld orders fell 2%, "many companies still in the digestion of the original orders, especially had been postponed the delivery of that part, new orders still hard to get a vote", a senior ship enterprises to reporters said.
Three index reveals the industry trend
Galaxy Securities analyst Tian Shuhua told reporters, in addition to the shipbuilding capacity, undertake new ship orders, handheld orders three index to reflect the degree of industry boom, Clarkson price index for new ships, the Baltic Sea Freight Index (BDI), but also reflect the important standard of the industry trend. The results of the shipbuilding company are determined by the three major indexes and the ship price index, while the three major indexes and the ship price are determined by BDI, and BDI is determined by international trade quantity.. At present, the post two index is still in historical low.
"Generally speaking, only when the new ship turnover reached or over the same period the new ship of the completion of the volume, handheld orders began to rise, the new ship prices began to stabilize stabilized, owners begin to connect the ship in time, to cancel the order and contract on disappeared, new shipbuilding market to is considered to be began to pick up." Tian Shuhua said, at present both from the index or historical experience, the shipbuilding industry can only say that the worst out of history, the real rebound still to wait until 2012."
Not only that, Yangzijiang company responsible person frankly, the raw material cost pressures many shipping enterprises are increasing. Marine steel, fuel prices soared, all to the ship companies brought no small trouble. Some analysis pointed out that according to the current price of the new ship estimates, steel costs about 35% of all shipbuilding costs, steel prices rose 10% per, will increase the shipbuilding costs 3.5%. At the same time, the price of this steel in the ship's recession, the ship price fell and steel prices are simultaneously squeezing profits of the enterprise.