
随着游艇业为本周的劳德代尔堡国际游艇展做准备,高管们押注美国财富机器能继续为该行业提供动力。
As the yachting industry prepares for the Fort Lauderdale International Boat Show this week, executives are betting that the American wealth machine can continue to power the industry.
据业内高管称,美国人目前占全球游艇销售的约40%。在高端市场,即250英尺(约76米)以上的游艇领域,美国人占据市场主导地位。高管们表示,随着来自欧洲和中东的需求放缓,美国买家对增长变得愈发关键。
Americans now account for about 40% of all global yacht sales, according to industry executives. At the higher end, with yachts over 250 feet, Americans are the majority of the market. Executives say that as demand from Europe and the Middle East has slowed, Americans are increasingly critical for growth.
“最近是美国人增加了购买,”游艇经纪公司Northrop & Johnson的主席凯文·梅里根(Kevin Merrigan)说。“临近年底,我们完成了几笔大额交易。这非常引人注目,而且买家都是美国人。”总体而言,自2022年和2023年的后疫情高峰以来,游艇行业已有所放缓。据Northrop & Johnson统计,截至9月的今年以来,全球78英尺(约24米)以上二手游艇销量较去年同期下降约1%,销售额下降约5%。
"Recently, it's the Americans that have increased their purchasing," said Kevin Merrigan, chairman of Northrop & Johnson, the yacht brokerage. "We've had several big closings heading into the end of the year. It's quite remarkable and it's American buyers." Overall, the yacht industry has slowed since the post-COVID peak of 2022 and 2023. For the year through September, global sales of pre-owned yachts over 78 feet are down about 1% from the same period last year, while sales value fell about 5%, according to Northrop & Johnson.

据Northrop & Johnson统计,78英尺以上新艇订单略有下降,从去年的266单降至2026年迄今的216单。然而,游艇市场日益反映出全球财富新的“头重脚轻”结构,千万富翁和亿万富翁的财富增速最快。
Orders of new yachts over 78 feet were down slightly, from 266 last year to 216 year-to-date in 2026, according to Northrop & Johnson. Yet the yachting market increasingly mirrors the new top-heavy structure of global wealth, with centimillionaires and billionaires gaining wealth the fastest.
据Northrop & Johnson统计,40米至50米(131英尺至164英尺)游艇的订单从49单增至今年的63单。经纪人表示,需求最强劲的是新建或状况良好的200英尺(约61米)以上大型游艇。由于顶级船厂订单排满,如今订购一艘新超级游艇可能要等到2031年或更晚才能交付。因此,一艘近乎全新的超级游艇能卖出高额溢价。
Orders for yachts between 40 meters and 50 meters (131 feet and 164 feet) increased from 49 sales to 63 sales this year, according to Northrop & Johnson. Brokers say demand is strongest for newly built or good condition large yachts over 200 feet. A buyer ordering a new mega-yacht today might have to wait until 2031 or later for delivery, since the top shipyards are booked solid. So an almost-new mega-yacht can fetch a large premium.
“在过去四五年里,我们绝对处于一种在顶级市场上供不应求的局面,”Fraser Yachts首席执行官Anders Kurtén表示。“需求大于供应。”游艇租赁业务也已从疫情后的高峰回落。虽然夏季开局疲软,主要由于中东战争,但租赁预订人士表示,8月份业务有所回升,且预订管道一直强劲至2026年。
"In the last four or five years, we've definitely been in a situation where we're inventory constrained at the very top end," said Anders Kurtén, CEO of Fraser Yachts. "Demand is greater than supply." The yacht charter business has also fallen off its post-pandemic peak. While the summer started out weak, due mainly to the war in the Middle East, charter bookers say business picked up in August and the pipeline looks strong into 2026.
他们表示,如今许多租赁客户是30多岁和40岁出头的年轻美国人,许多人在科技行业发家。许多游艇爱好者从租赁开始,随后再决定是否购买自己的游艇。
They said many of the charter customers today are young Americans in their 30s and early 40s, and many made their money in tech. Many yachters start with charters before deciding whether to buy their own yacht.
“租赁是入门级的‘毒品’,”Merrigan说。“我们看到越来越多的年轻家庭和情侣进入租赁市场。”将于周三(10月28日)开幕、展出150多艘游艇的劳德代尔堡国际游艇展,是对市场的一大考验。经纪人表示,9月举行的摩纳哥游艇展出席人数众多,成交情况良好。Kurtén称,Fraser在摩纳哥展出了四艘游艇,其中一艘在展会期间签约成交。
"Charter is the entry level drug," Merrigan said. "We're seeing more and more younger families and couples come into charter." The Fort Lauderdale International Boat Show, which begins Wednesday, Oct. 28 and features more than 150 yachts, is a big test for the market. Brokers say the Monaco Yacht Show, which was in September, had strong attendance and sales. Kurtén said Fraser had four yachts on display at Monaco and one went into contract during the show.
他表示,Fraser将在劳德代尔堡展出八九艘游艇。原本计划展出更多,但最近几周公司售出了四艘原定参展的游艇。“我认为这说明了总体市场状况如何,”他说。
He said Fraser will have eight or nine yachts on display at Fort Lauderdale. He had planned on more, but in recent weeks the company sold four of the yachts that were scheduled to appear.
《内部财富》通讯由Robert Frank撰写,是您了解高净值投资者及为其服务行业的每周指南。点击此处立即获取访问权限
"I think that tells you something about the state of the market in general," he said.