根据官方数据，中国造船业现在以压倒性优势领跑全球，今年前九个月，中国船厂承接了全球新船订单的81.8%。
China’s shipbuilding sector now leads the world by an overwhelming margin, with the country’s shipyards accounting for 81.8 per cent of global new ship orders in the first nine months of the year, according to official data.
分析师表示，需求预计也将保持韧性，高位的原油价格有助于支撑新船订单。
Demand was also expected to stay resilient, with elevated crude oil prices helping to support orders for new vessels, analysts said.
据工业和信息化部周五发布的数据，截至9月底，中国船厂手持订单总量达39913万载重吨，同比增长64.8%。这一数字占全球总量的72.4%。
Total outstanding orders at Chinese shipyards reached 399.13 million deadweight tonnes (dwt) at the end of September, up 64.8 per cent year on year, according to data released on Friday by the Ministry of Industry and Information Technology. The figure accounted for 72.4 per cent of the global total.
前三个季度，中国船厂完工船舶合计载重吨位达5805万载重吨，占全球总量的63%以上。
Chinese shipyards completed vessels with a combined carrying capacity of 58.05 million dwt during the first three quarters, representing over 63 per cent of the global total.
周五，中央广播电视总台强调了广泛的国内供应链在支撑该行业主导地位方面发挥的作用。
On Friday, state broadcaster China Central Television highlighted the role that extensive domestic supply chains play in supporting the industry’s dominance.
总台报道称，建造一艘可装载2.4万标准箱（二十英尺当量单位，集装箱运力的标准衡量单位）的超大型集装箱船，需要约5万吨钢材和数百万个零部件。据报道，单个项目可汇聚钢铁、电气工程、机械等数十个行业的200多家供应商。
Building an ultra-large container ship capable of carrying 24,000 twenty-foot equivalent units – a standard measure of container capacity – required about 50,000 tonnes of steel and millions of components, CCTV reported. A single project could bring together more than 200 suppliers across dozens of industries, including steel, electrical engineering and machinery, according to the report.
分析师表示，全球造船市场有望保持强劲，中国预计将继续获得最大份额的收益。
Analysts said the global shipbuilding market was likely to remain robust, with China expected to continue reaping the largest share of the gains.
“回报预期是船东下新造船订单的关键”——上海国泰海通证券分析师岳欣 岳欣，上海国泰海通证券分析师，在9月的一份研报中写道，集装箱船仍是最大船型类别，占今年迄今全球手持订单的39.8%。
Return expectations are the key for shipowners placing newbuilding ordersYue Xin, Guotai Haitong Securities Yue Xin, an analyst at Shanghai-based Guotai Haitong Securities, wrote in a September research note that container ships remained the largest vessel category, accounting for 39.8 per cent of the global order book so far this year.
然而，岳也指出，超大型油轮（VLCC）订单大幅增加，欧洲船东引领这一趋势。
However, Yue also flagged a sharp increase in orders for very large crude carriers (VLCCs), with European shipowners leading the trend.
岳写道，全球930艘VLCC中，21%船龄超过20年。他补充说，此类船舶通常在20至25年后拆解。据岳称，更换老旧油轮的需求正在推动替代订单，而较高的原油价格提供了进一步助力。
Of the 930 VLCCs in the global fleet, 21 per cent were more than 20 years old, Yue wrote. Such vessels were typically scrapped after 20 to 25 years of age, he added. The need to replace ageing tankers was driving replacement orders, while higher crude prices were providing a further boost, according to Yue.
岳写道：“回报预期是船东下新造船订单的关键……自2026年以来，地缘冲突持续推高原油价格，VLCC五年期租船费现报每天5万美元。”
“Return expectations are the key for shipowners placing newbuilding orders … Since 2026, geopolitical conflicts have continued to lift crude prices, and the five-year time-charter rate for a VLCC now stands at US$50,000 per day,” Yue wrote.
他补充说，造船产能也以相对“缓慢”且“克制”的步伐扩张，有助于维持这轮持久繁荣。
Shipbuilding capacity had also expanded at a relatively “slow” and “restrained” pace, helping to sustain the prolonged boom, he added.
贵州华创证券分析师姚培在10月中旬的一份研报中写道，繁荣有望延续。姚培补充说，凭借竞争优势，中国船厂有望进一步扩大全球市场份额。
Yao Pei, an analyst at Guizhou-based Huachuang Securities, wrote in a research note in mid-October that the boom was poised to continue. Chinese shipyards could further expand their global market share on the back of their competitive strengths, Yao added.
根据工信部数据，中国造船业在绿色动力船舶订单方面也占据更大份额，拿下全球74.1%的订单，较1至6月份上升5.7个百分点。
China’s shipbuilding sector is also building more green-powered vessels. It secured 74.1 per cent of global orders in the category, according to the ministry’s data, up 5.7 percentage points from the January-June period.