"Twelfth Five-Year Plan" for the Shanghai Shipbuilding and Marine Equipment Industry "is issued"

According to the latest data from the China Shipbuilding Industry Association, in the first 7 months of this year, the three major indicators of China's shipbuilding industry, the shipbuilding completion volume, new orders received, and the number of hand-held orders have all declined, including 11.64 million dwt of orders for new vessels from China, down year-on-year. More than 50%, profit is more than 60% decline. The shipbuilding industry has been passed into the bank's blacklist, which has added to the shortage of capital-strapped shipping companies. Many orders have even been delayed due to insufficient financial support.

However, some experts also stated that this “winter” is only a cyclical downturn, and it should not be overly alarmed. Enterprises should seize the opportunity to speed up the transition. At the same time, from the country to the localities in the near future, a series of industrial plans for supporting ships and marine equipment have also been intensively introduced. For example, Jiangsu Province has recently established an industrial policy to increase support for technological innovation, transformation investment, and service platform construction. Shipbuilding provinces such as Liao, Zhe, and Lu are also closely watching the survival status of shipping companies and have issued targeted measures.

The reporter learned yesterday that the Shanghai Economic and Information Commission officially released the "Twelfth Five-Year Development Plan for the Shanghai Shipbuilding and Marine Engineering Equipment Industry" recently, which has increased industrial support from policies, funds, and talents. According to the plan, in 2015, Shanghai will achieve a total shipbuilding volume of 15 million dwt, and the ship and marine equipment industry plans to achieve an economic total of 125 billion yuan. It will be completed in four regions: Changxing, Waigaoqiao, Lingang and Chongming. The Yangtze River estuary ship and marine equipment assembly industry base, supporting industrial bases, and modern ship repairing and modifying industry bases will undoubtedly inject a "stimulant" into Shanghai's shipping companies.

First, the “cold winter and then cold” don’t have to be overly pessimistic. Orders are drastically reduced, funds are fractured, and ships are difficult to deliver. “Blockbusters” one by one make China’s shipbuilding industry suffer the most difficult period in history. In the past year, the news of the closure or closure of China's shipbuilding enterprises has cropped up. Shipbuilding enterprises in major shipbuilding provinces such as Jiangsu, Zhejiang, and Shandong have fallen into the predicament of underemployment or suspension. According to statistics, among the top 10 shipyards with domestic production capacity, except for Shanghai Waigaoqiao, Guangzhou Shipyard International, China Shipbuilding Industry Corporation and a few other companies that have new orders, no new orders have been received from other shipyards. There are pessimistic predictions from industry experts that the Chinese shipping companies after the “storm” will be reduced from 3,400 at the peak to only less than 400.

Is this the end of the shipbuilding industry or a cyclical trough? Zhang Guangqin, president of the China Shipbuilding Industry Association, said that the overcapacity in the shipbuilding industry is objective, but not as pessimistic as the market imagined. He said that the capacity of the shipbuilding industry is following the dynamics of market demand. Some of the small shipyards have not received orders since 2009 and have already closed down. Many facilities that have invested relatively late have not actually formed their own production capacity, and the underlying capital has also drop out. According to a comprehensive estimate, China's shipbuilding industry has a production capacity of about 70 million tons. There are still more than 100 million tons of on-hand orders for backbone shipyards. There will be no shortage of panic this year and next.

Huang Pingtao, director of the China Shipbuilding Engineering Society, said that economic-trade-sea-building and shipbuilding, special industrial chains determine that the shipbuilding industry will inevitably fluctuate with the world economy. According to reports, since 1996 only, the shipbuilding industry has experienced five volatility cycles, but orders have rebounded strongly after each trough. In addition to the shipping demand brought about by international trade, the rapid growth of offshore oil and gas production is becoming a strong push for the shipbuilding industry. The industry believes that as long as the international oil price is more than 60 US dollars, marine oil production will have better economic benefits, and profits will be even higher than on land. At present, the international oil price exceeds 90 U.S. dollars. In the future, oil and gas prices are on the rise. The market for offshore oil and gas exploration equipment is vast. From our country, the oil and gas are mainly exploited offshore, and the demand for equipment will increase after going deeper.

Experts believe that China will still be suitable for shipbuilding for a long time to come. The shipbuilding industry is a “three-intensity” fund, technology, and labor force. Only in terms of labor costs, the automobile is 9%, the shipbuilding is 19%, the underdeveloped countries lack capital and technology, the labor costs in the developed countries are high, and the middle-level development countries are most suitable. . Shipping is currently the most economical mode of transportation. As long as the sea does not dry up, there is a market for shipbuilding.

Second, accelerating the transformation can be "curve overtaking"

Only by storing energy in the "winter" can we get the top spot in recovery.

Chen Gang, deputy head of Shanghai Jiaotong University, said that the crisis period has always been a critical period for industrial transformation. Ship enterprises, governments, and financial institutions must fully recognize the importance of the current period. Although China has become a major shipbuilding country in the world, there is still a gap with the shipbuilding power. In the current crisis, the impact on China's shipbuilding industry was significantly greater than that of developed countries. At present, China's shipbuilding is still dominated by low value-added "big ships", while Japan and South Korea and other shipbuilding developed countries are going faster in the reserve of new technologies. Taking the example of green shipbuilding technology, the development of a new Panamanian bulk carrier designed to reduce the greenhouse gas emissions by 30% on the Big Island of Japan has basically been completed, and the fuel efficiency has been greatly improved. According to a study by the International Maritime Organization, carbon dioxide emissions of ships account for about 1.8% of the world's total emissions, and 35% of the marine environmental pollution comes from ships. Accelerating green shipbuilding is imminent.

Experts said that the transformation and development brought about by the low tide is a great opportunity to realize the turning point. At present, the backbone shipping companies should lay down their burdens, increase investment in independent innovation, improve product structure, and increase production efficiency. At the same time, governments at all levels must strengthen guidance, and financial institutions must also give strong support. This will increase the number of shipping companies with strong “wintering” capabilities. Supporting and boosting shipbuilding enterprises' rapid transformation and upgrading. When the industry recovers, it will be able to cultivate a group of large-scale shipbuilding enterprises with core competitiveness, so as to accelerate the process of building China into a world shipbuilding power. If the timing is lost, the government will not be able to guide it, the financial rainy days will not “be un umbrella,” and enterprises will not be able to make progress. It will not only fail to narrow the gap with the world’s shipbuilding power, but will widen the gap.

Wu Yousheng, an academician of the Chinese Academy of Engineering, stated that in addition to the transition to the high-end, shipbuilding companies should also develop into marine equipment and other fields. At present, the shipbuilding industry is in a depression, but with the exploration and development of deep-sea oil, offshore equipment has become a new profit point for some shipping companies. At present, a number of key shipbuilding enterprises have expanded into high value-added fields such as marine engineering and natural gas liquefaction vessels. Before this, our country lags far behind the world level in the field of deep-sea development. Operation depth is only 300 meters, which greatly restricts China's development in the deep sea. This year, with the successive investment of offshore oil "981" built by Waigaoqiao Shipyard and offshore oil "201" built by Rongsheng Heavy Industries, China has entered the 3000m deep water development club. The successful research and development of these high-end technologies and the introduction of application descriptions will make it possible to achieve breakthroughs in higher and more difficult areas as long as the ship’s enterprises are willing to work hard and the government and all parties provide strong support.

Third, how will Shanghai's shipping companies welcome the "winter" of the current shipping industry in the spring? How will Shanghai's shipbuilding industry survive the crisis? According to the person in charge of the Municipal Commission of Economics and Letters, Shanghai's marine and marine equipment industry has developed rapidly in recent years, but it has also accumulated many problems. For example, the completion of shipbuilding has reached new heights, but its share in the country has been declining year by year; the construction of high-end vessels such as LNG vessels has led the nation, but there are still gaps in the fields of luxury cruise ships and ocean drill ships; drilling platforms, offshore floating Major breakthroughs have been made in the design and construction of major marine equipment such as production and oil storage devices. However, there are still considerable gaps in advanced design, engineering general contracting, and offshore engineering supporting capabilities with Japan, South Korea, Europe and the United States and other advanced shipbuilding countries.

At the same time, Shanghai's scarce land and shoreline and other environmental resources have been unable to support large-scale investment in the development of traditional shipyards, and it is necessary to promote the transition from an extensive and extensive development model to an intrinsic and intensive development model. However, there is more "accident" in "crises". Nowadays, the trend of high-end and large-scale ships in Shanghai is becoming increasingly obvious, with a first-mover advantage; the construction of Shanghai International Shipping Center and International Financial Center will actively promote the integration of shipbuilding capital and financial capital. It can provide stronger financial security for industrial development.

According to the “12th Five-year Development Plan for the Shanghai Shipbuilding and Marine Engineering Equipment Industry”, Shanghai will vigorously promote the high-end of ship products and promote the optimization and upgrading of bulk carriers, tankers, and container ships in response to green, environmental, and safety requirements. , design, production, modification, maintenance, service and other aspects start, effectively increase the proportion of high-end products in the total number of ships, and select some products with forward-looking, carry out pre-research, seize the future high ground; in the marine equipment In order to improve the R&D and manufacturing energy levels and market competitiveness of mainstream marine oil and gas development equipment and marine vessels, we started a number of core technology R&D and industrialization projects for mainstream marine equipment and key ancillary equipment, in engineering design and modules. In the areas of manufacturing, supporting equipment technology, and technical consulting, cultivate a complete industrial chain of marine equipment; strive to change the unbalanced development of ship assembly and supporting industries, and promote the entry of high-end products such as marine power systems, power station systems and cabin equipment. Market, increase market share, and promote the use of land-based equipment Engineering equipment supporting the field of development.

By the end of the “Twelfth Five-Year Plan” period, Shanghai will become the leading base for domestic ships and marine equipment with the most comprehensive strength and international influence, and will form more than 20 well-known brand ship types that meet the latest international regulatory requirements and lead the needs of the international market. Form the independent design and construction capabilities of deep-water oil and gas drilling and production equipment, and build mainstream self-owned brands with more than 2 types of mainstream marine engineering equipment and more than 8 types of marine engineering ships.