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市場調査レポート

世界と中国の造船業の分析(2010〜2011年)

Global and China Shipbuilding Industry Report, 2010-2011

発行 ResearchInChina 商品コード 226560
出版日 ページ情報 英文 122 Pages
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=102.18円で換算しております。
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世界と中国の造船業の分析(2010〜2011年) Global and China Shipbuilding Industry Report, 2010-2011
出版日: 2011年12月03日 ページ情報: 英文 122 Pages
概要

2010年に中国の造船業の新規受注額は363億米ドル、全世界の38%に達し、韓国の造船業(同37%)を追い抜きました。しかし2011年には逆転され、新規受注額は135億米ドルにまで落ち込んでいます(韓国は436億米ドル)。世界的な造船需要の冷え込みと、中国の造船業がばら積み貨物(バルク)船やコンテナ船などの低付加価値船舶に特化していることが、大幅な落ち込みの原因と見られています。

当レポートでは、中国における造船業について分析し、世界全体および中国の海運業および造船業の構造・最新動向や、中国国内の主要造船所のプロファイルなどを盛り込んで、概略以下の構成でお届けします。

第1章 世界の造船業の概況と現状

  • 概況
  • 現状

第2章 海運市場

  • コンテナ海運市場
  • ばら積み貨物(バルク)海運市場
  • タンカー海運市場

第3章 世界の造船業

  • 世界の造船所ランキング
  • コンテナ船の建造
  • ばら積み貨物船の建造
  • タンカーの建造
  • LNG船舶の建造
  • 世界の造船業のインデックス
  • 韓国
  • 中国
  • 中国の造船所での新規受注(2011年1〜10月)
  • 中国の造船所上位50事業所における受注残高

第4章 造船所

  • Samsung Heavy Industries
  • Hyundai Heavy Industries
  • DSME
  • 今治造船
  • STX
    • STX Dalian
    • STX Marine Engineering
    • STX OSV
  • Hyundai MipoDockyard
    • HVS
  • SPP Shipbuilding
  • Jinhai Heavy Industries
  • Rongsheng Heavy Industries
  • Yangzijiang Shipbuilding Holdings
  • COSCO Shipyard Group
    • COSCO Nantong Shipyard
    • COSCO QidongShipyard
  • 三菱重工業
  • ユニバーサル造船
  • 三井造船
  • ツネイシホールディングス
    • Zhoushan Tsuneishi
  • China Shipbuilding Industry Corporation
    • Dalian Shipbuilding Industry
    • Bohai Shipbuilding Heavy Industry
    • Shanhaiguan Shipbuilding Heavy Industry
    • Qingdao Beihai Shipbuilding Heavy Industry
    • Wuchang Shipbuilding Heavy Industry
  • China State Shipbuilding Corporation
    • Shanghai Waigaoqiao Shipbuilding
    • Hudong-Zhonghua Shipbuilding (Group)
    • Shanghai Jiangnan-Changxing Shipbuilding
    • CSSC Chengxi Shipyard
    • CSSC Guangzhou Longxue Shipbuilding
    • Guangzhou Shipyard International
    • Shanghai Shipyard
    • CSSC Guangzhou Huangpu Shipbuilding
    • CSSC Guangzhou Wenchong Shipyard
  • New Century Shipbuilding
  • Sino Pacific Shipbuilding
    • Zhejiang Shipbuilding
    • Dayang Shipbuilding
  • Taizhou Port Shipbuilding
  • Taizhou Sanfu Ship Engineering
  • Zhejiang Ouhua Shipbuilding
  • Jiangsu East Heavy Industries
  • CSC Jinling Shipyard
  • IHI
  • 川崎重工業
    • Nantong COSCO KHI Ship Engineering
  • CSBC

図表一覧

目次
Product Code: ZYW090

Abstract

This report

  • Analyzes development of global shipping industry and market
  • Focuses on 27 shipyards, including their operation and financial status

In 2010, the new orders obtained by China shipbuilding industry valued USD36.3 billion, accounting for 38% of the global market and surpassing the 37% taken by South Korea. From January to September 2011, the new orders won by South Korean shipyards valued USD43.6 billion, while the new orders obtained by China shipbuilding industry dropped to USD13.5 billion, less than 40% of that in the same period of 2010.South Korea regained its first place in the world. In Q3 2011, 6 of the top 10 Chinese shipyards had no orders.

What has dragged Chinese shipbuilding enterprises into the predicament is the sharp decline of the global shipping industry. The Baltic Dry Index was only at 1534 points on average in Q3, down 35% year on year, close to the lowest level in the financial crisis in 2009. In the traditional dry bulk cargo and container shipping markets, the transport capacity far outweighs the demand. In this case, few shipping corporations place new orders. However, most of Chinese shipbuilding enterprises focus on dry bulk carriers and container vessels, only a few large corporations have the orders for tankers.

Japanese and South Korean companies focus on high value-added ships, especially seismic vessel, drillship, FPSO and LNG Carrier. These vessels target the oil and gas industry; due to the long-term instability in the Middle East and the increasing scarcity of oil resources in shallow water, the demand for these vessel types is very strong.

A seismic survey vessel is usually priced at more than USD600 million, while a 30,000-dwt bulk carrier is only priced at USD23 million. 90% of the orders for seismic vessels are obtained by South Korean companies, the rest are taken by Japanese companies. A drillship is also priced at several hundred million USD and the drillship market has long been dominated by South Korean companies.

Samsung Heavy Industries established EstaleiroAtlanticoSul(EAS) with local construction giants QueirozGalvaoand CamargoCorrea. Petrobrasplaced an order for seven drillshipswith EAS in February 2011, with a contract value of approximately USD4.63 billion, the largest drillship project so far. South Korean companies monopolize drillship orders, of which Samsung Heavy Industries has more than 60%.

LNG ships are invented by Japanese companies. Japan's Ishikawajima-Harima (IHI) is the originator of LNG ships. Samsung Heavy Industries and Hyundai Heavy Industries can manufacture LNG ships only after they obtain IHI's patents.

Revenue of Major Shipbuilding Enterprises, 2010-2011 (USD mln)

Enterprise20102011
Samsung Heavy Industries
(including the revenue from marine projects)
5014(11100)5961(11950)
DSME
(including the revenue from marine projects)
6469(10268)8027(11946)
STX757710197
Hyundai Heavy Industries66749008
Imabari Shipbuilding49384948
HVS29864897
Hyundai Mipo Dockyard31793778
MHI34463738
Dalian Shipbuilding35163710
Yangzijiang Shipbuilding33533649
Mitsui Engineering & Shipbuilding35623580
SUNDONG37023261
Hanjin27133216
Tsuneishi27733210
Shanghai Waigaoqiao Shipbuilding29543108
Universal Shipbuilding24022592
New Century Shipbuilding24292413
Rongsheng Heavy Industries18712233
IHI21642220
Oshima S.B.20602173
Jinhai Heavy Industries16841881
Hudong-Zhonghua Shipbuilding19531869
Sino Pacific Shipbuilding16631856
COSCO Shipyard14191420
Kawasaki Heavy Industries13491358
STX Dalian10081322
CSC Jinling Shipyard11681257
Guangzhou Shipyard International10361243
SPP11331183
Shanghai Jiangnan-Changxing Shipbuilding14501008
CSSC Chengzxi Shipyard10661210
Shanghai Shipyard9881008

It takes about six months to a year to manufacture a container ship or a bulk carrier. The order backlog of Chinese shipyards will sustain till 2012. However, in late 2012 or early 2013, China shipbuilding industry will face a serious crisis. After the prosperity in 2007, the global dry & bulk cargo and container shipping markets will see a downturn and severe excess capacity till 2016.

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Table of Contents

1. Overview and Status Quo Of Global Shipbuilding Industry

  • 1.1. Overview
  • 1.2. Status Quo

2. Shipping Market

  • 2.1. Container Shipping Market
  • 2.2. Bulk Shipping Market
  • 2.3. Tanker Shipping Market

3. Global Shipbuilding Industry

  • 3.1. Ranking of Global Shipyards
  • 3.2. Container Ship Industry
  • 3.3. Bulk Ship Industry
  • 3.4. Tanker Ship Industry
  • 3.5. LNG Vessel Industry
  • 3.6. Global Shipbuilding Index
  • 3.7. South Korea
  • 3.8. China
  • 3.9. New Orders of Chinese Shipyards in Jan.-Oct. 2011
  • 3.10. Order Backlog of Top 50 Chinese Shipyards in Aug. 2011

4. Shipyards

  • 4.1. Samsung Heavy Industries
  • 4.2. Hyundai Heavy Industries
  • 4.3. DSME
  • 4.4. ImabariShipbuilding
  • 4.5. STX
    • 4.5.1. STX Dalian
    • 4.5.2. STX Marine Engineering
    • 4.5.3. STX OSV
  • 4.6. Hyundai MipoDockyard
    • 4.6.1. HVS
  • 4.7. SPP Shipbuilding
  • 4.8. JinhaiHeavy Industries
  • 4.9. RongshengHeavy Industries
  • 4.10. YangzijiangShipbuilding Holdings
  • 4.11. COSCO Shipyard Group
    • 4.11.1. COSCO Nantong Shipyard
    • 4.11.2. COSCO QidongShipyard
  • 4.12. Mitsubishi Heavy Industries
  • 4.13. Universal Shipbuilding
  • 4.14. Mitsui Engineering & Shipbuilding
  • 4.15. TsuneishiHolding
    • 4.15.1. ZhoushanTsuneishi
  • 4.16. China Shipbuilding Industry Corporation
    • 4.16.1. Dalian Shipbuilding Industry
    • 4.16.2. BohaiShipbuilding Heavy Industry
    • 4.16.3. ShanhaiguanShipbuilding Heavy Industry
    • 4.16.4. Qingdao BeihaiShipbuilding Heavy Industry
    • 4.16.5. WuchangShipbuilding Heavy Industry
  • 4.17. China State Shipbuilding Corporation
    • 4.17.1. Shanghai WaigaoqiaoShipbuilding
    • 4.17.2. Hudong-ZhonghuaShipbuilding (Group)
    • 4.17.3. Shanghai Jiangnan-ChangxingShipbuilding
    • 4.17.4. CSSC ChengxiShipyard
    • 4.17.5. CSSC Guangzhou LongxueShipbuilding
    • 4.17.6. Guangzhou Shipyard International
    • 4.17.7. Shanghai Shipyard
    • 4.17.8. CSSC Guangzhou Huangpu Shipbuilding
    • 4.17.9. CSSC Guangzhou WenchongShipyard
  • 4.18. New Century Shipbuilding
  • 4.19. Sino Pacific Shipbuilding
    • 4.19.1. Zhejiang Shipbuilding
    • 4.19.2. DayangShipbuilding
  • 4.20. TaizhouPort Shipbuilding
  • 4.21. TaizhouSanfuShip Engineering
  • 4.22. Zhejiang OuhuaShipbuilding
  • 4.23. Jiangsu East Heavy Industries
  • 4.24. CSC JinlingShipyard
  • 4.25. IHI
  • 4.26. Kawasaki Heavy Industries
    • 4.26.1. Nantong COSCO KHI Ship Engineering
  • 4.27. CSBC

Selected Charts

  • Global Shipbuilding Orders by Ship Type, 1999-Oct. 2011
  • Global New Shipbuilding Orders by Region, Q1-Q3 2011
  • Ship Price by Type, 2003-2012
  • Global GDP Growth Rate and Container Transport Volume, 1991-2011
  • Daily Rent of Bulk Carriers by Type, 2000-2012
  • Daily Rent of Bulk Carriers by Type, Dec. 2009-Nov. 2011
  • Baltic Dry Index, Dec. 2009-Nov. 2011
  • Tanker Daily Rent, 2000-2012
  • Tanker Daily Rent, Dec. 2009-Nov. 2011
  • Container Ship Price by Type, 2003-2012
  • Market Share of Major Container Ship Manufacturers by Order Intake, H1 2011
  • Bulk Carrier Order Backlog and Delivery, 2007-2011
  • Bulk Carrier Order Backlog by Region, Oct. 2011
  • Bulk Carrier Price by Type, 2003-2012
  • Bulk Carrier Price by DWT, 2003-2012
  • Market Share of Bulk Carrier Manufacturers in China by Order Backlog, Oct. 2011
  • Tanker Price by Type, 2003-2012
  • Tanker Price by DWT, 2003-2012
  • Tanker Order Backlog and Delivery, 2007-2011
  • Tanker Order Backlog by Region, Oct. 2011
  • Market Share of Tanker Manufacturers in the World by Order Backlog, Oct. 2011
  • Market Share of Tanker Manufacturers in China by Order Backlog, Oct. 2011
  • LNG Ship Price, 2003-2012
  • Demand for LNG and LNGC, 2000-2020
  • LNG Supply Chain
  • LNGC Order Backlog and Delivery, 2000-2011
  • Global FLNG Capital Investment, 2010-2020
  • New Shipbuilding Orders in South Korea, 2003-Q3 2011
  • New Shipbuilding Orders in South Korea by Ship Type, 2007 - Oct. 2011
  • New Shipbuilding Orders in South Korea and China, 2003-Q3 2011
  • Ships Delivered by South Korea and China, 2003-Q3 2011
  • Shipbuilding Order Backlog in South Korea, 2003-Q3 2011
  • Revenue and Operating Margin of Samsung Heavy Industries, 2005-2011
  • Revenue of Samsung Heavy Industries by Business, 2006-2010
  • Order Backlog Value of Samsung Heavy Industries, 2006-Oct. 2011
  • New Orders Breakdown of Samsung Heavy Industries by Type
  • New Orders of Samsung Heavy Industries by Type, 2006-Oct. 2011
  • Order Backlog of Samsung Heavy Industries by Type, Oct. 2011
  • Order Backlog of Samsung Heavy Industries by Region, Oct. 2011
  • Global Distribution of Samsung Heavy Industries
  • Revenue and Operating Margin of Hyundai Heavy Industries, 2005-2011
  • Revenue of Hyundai Heavy Industries by Division, 2010
  • Revenue of Hyundai Heavy Industries by Division, 2005-2011
  • New Shipbuilding Order Value of Hyundai Heavy Industries, 2001-2011
  • Ship Sales and New Order Value of Hyundai Heavy Industries, 2001-2011
  • Shipbuilding Revenue of Hyundai Heavy Industries by Product, 2010
  • New Orders of Hyundai Heavy Industries by Ship Type, Jul. 2011
  • Order Backlog of Hyundai Heavy Industries by Ship Type, Jul. 2011
  • Shipment Tonnage of Hyundai Heavy Industries by Plant, 2007-2011
  • Ship Output of Hyundai Heavy Industries by Plant, 2007-2011
  • Marine Project Revenue and New Order Value of Hyundai Heavy Industries, 2005-2011
  • Revenue of Hyundai Heavy Industries by Product, 2010
  • New Offshore & Engineering Orders of Hyundai Heavy Industries by Type, 2007-2011
  • Key Offshore & Engineering Orders of Hyundai Heavy Industries, H1 2011
  • DSME's Revenue and Operating Margin, 2005-2011
  • DSME's Revenue by Ship Type, 2008-2010
  • DSME's New Orders by Ship Type, 2008-2010
  • DSME's Order Backlog by Ship Type, 2008-2010
  • STX's Revenue and Operating Margin, 2005-2011
  • Revenue and EBITDA Rate of STX OSV, 2007-2011
  • Revenue of STX OSV by Business, 2010
  • Order Backlog of STX OSV by Region, 2009-Sep. 2011
  • Order Backlog of STX OSV by Ship Type, 2009-Sep. 2011
  • New Orders and Order Backlog Value of STX OSV, 2009-Sep. 2011
  • Shareholder Structure of Hyundai MipoDockyard, Oct. 2011
  • Relationship between Hyundai MipoDockyard and Hyundai Heavy Industries
  • Revenue and Operating Margin of Hyundai MipoDockyard, 2006-2011
  • Quarterly Revenue of Hyundai MipoDockyard, Q4 2008-Q3 2011
  • Quarterly Operating Margin of Hyundai MipoDockyard, Q4 2008-Q3 2011
  • New Orders and Order Backlog of Hyundai MipoDockyard, 2006-Oct. 2011
  • New Orders of Hyundai MipoDockyard by Ship Type, 2010-Oct. 2011
  • Order Backlog of Hyundai MipoDockyard by Ship Type, 2010-Oct. 2011
  • Shareholder Structure of Hyundai Vinashin
  • Revenue and Operating Margin of HVS, 2007-2011
  • Revenue and Net Profit Margin of HVS, 2007-2011
  • SPP's Shipbuilding Revenue and Operating Income, 2007-2010
  • Revenue and Operating Margin of RongshengHeavy Industries, 2007-2011
  • Revenue of RongshengHeavy Industries by Region, 2010 vs. H1 2011
  • New Order Value of RongshengHeavy Industries, H1 2011
  • Order Backlog of RongshengHeavy Industries by Ship Type, H1 2011
  • Revenue and Operating Margin of YangzijiangShipbuilding Holdings, 2005-2011
  • Revenue and Operating Margin of COSCO Shipyard, 2005-2011
  • Ship Repair Business of COSCO Shipyard by Ship Type, 2010
  • Revenue of COSCO Shipyard by Business, 2010
  • Revenue of Mitsubishi Heavy Industries by Division, 2009-2010
  • Shipbuilding Revenue and Operating Income of Mitsubishi Heavy Industries, FY2005-FY2012
  • New Shipbuilding Order Value of Mitsubishi Heavy Industries, FY2005-FY2012
  • Revenue and Operating Income of Universal Shipbuilding, FY2008-FY2012
  • Revenue and New Orders of Universal Shipbuilding, FY2008-FY2012
  • Revenue and Operating Margin of Mitsui Engineering & Shipbuilding, FY2006-FY2012
  • Revenue of Mitsui Engineering & Shipbuilding by Business, FY2011
  • Revenue and Operating Margin of ZhoushanTsuneishi, 2006-2011
  • Revenue and Fulfilled Volume of ZhoushanTsuneishi, 2006-2011
  • Fulfilled Volume of Dalian Shipbuilding Industry, 2006-2011
  • Revenue and Operating Margin of Dalian Shipbuilding Industry, 2006-2011
  • Fulfilled Volume and Ship Delivery of Shanghai WaigaoqiaoShipbuilding, 2006-2011
  • Revenue and Operating Margin of Shanghai WaigaoqiaoShipbuilding, 2006-2011
  • Fulfilled Volume of Hudong-ZhonghuaShipbuilding, 2006-2011
  • Revenue and Operating Margin of Hudong-ZhonghuaShipbuilding, 2006-2011
  • Revenue and Operating Margin of CSSC ChengxiShipyard, 2006-2011
  • Revenue and Operating Margin of Guangzhou Shipyard International, 2004-2011
  • Fulfilled Volume and Order Backlog of Guangzhou Shipyard International, 2006-2011
  • Fulfilled Volume of New Century Shipbuilding, 2007-2011
  • Revenue and Operating Margin of New Century Shipbuilding, 2007-2011
  • Revenue and Operating Margin of Jiangsu East Heavy Industries, 2005-2011
  • Revenue of Jiangsu East Heavy Industries by Ship Type and Region, 2010
  • IHI's Revenue and Operating Income by Division, FY2011
  • IHI's Shipbuilding Revenue and Operating Margin, FY2003-FY2012
  • IHI's Shipbuilding Revenue and New Order Value, FY2003-FY2012
  • Revenue of Kawasaki Heavy Industries by Division, FY2011
  • KHI's Shipbuilding Revenue and Operating Income, FY2006-FY2012
  • KHI's Shipbuilding Revenue and New Order Value, FY2006-FY2012
  • Revenue and Operating Margin of Nantong COSCO KHI Ship Engineering, 2006-2007
  • CSBC's Revenue and Operating Income, 2006-2011
  • Ranking of Shipownersby Order, H1 2010 vs. H1 2011
  • Ranking of Global Top 15 Shipyards by New Container Ship Order, H1 2011
  • New Orders of Shipyards in China, Jan.-Oct. 2011
  • Order Backlog of Top 50 Shipyards in China, Aug. 2011
  • Offshore & Engineering Business Performance of Hyundai Heavy Industries, 1976-2011
  • DSME's New Orders and Order Backlog by Ship Type, Oct. 2011
  • Financial Data of STX Dalian, 2010
  • Ships Delivered by Universal Shipbuilding, Jan. 2010-Jun. 2011
  • Order Backlog and New Orders of Mitsui Engineering & Shipbuilding, by Sep. 2011
  • Balance Sheet of CSSC Guangzhou LongxueShipbuilding, 2008-2010
  • Income Statement of CSSC Guangzhou LongxueShipbuilding, 2008-2010
  • Operating Revenue of Guangzhou Shipyard International by Region, 2008-2010
  • Revenue and EBIT of Sino Pacific Shipbuilding, 2008-2010
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