1. Market research on shipbuilding steel plates
As a special steel material, shipbuilding steel plates have high requirements in terms of variety, quality, delivery time and other aspects. Although most domestic manufacturers can produce, only a few have formed a certain production scale. From the proportion of production of shipbuilding plates by various manufacturers, several backbone shipbuilding steel plate manufacturers have concentrated on producing shipbuilding plates with high technological content and added value. In fact, shipbuilding plates have become the dominant products of manufacturers such as Pu Steel Thick Plate Factory and Heavy Steel Fifth Factory.
Domestic shipbuilding steel plates have gone from being produced by a few enterprises in the past to being produced by almost all medium and thick plate manufacturers; from general strength grade shipbuilding plates with only one grade and shipbuilding steel plate specifications in the past to general and high strength grade shipbuilding plates with a large variety and specifications already available; from a self-sufficiency rate of less than 30% in 1992 to 80% in 1999. It can be said that the development of shipbuilding steel plate industry directly guides and promotes the technological progress of shipbuilding steel plate production. At the same time, China's shipbuilding steel plate industry provides a reliable guarantee for the shipbuilding industry to enter the international market and participate in international competition.
2. Concentration analysis of shipbuilding steel plate enterprises
According to the data, Hongkong has the highest proportion of shipbuilding steel plate enterprises in China, accounting for 22.65%, followed by Ansteel and Yingban, accounting for 16.57% and 11.92% respectively.
According to the data recently released by the Ministry of Industry and Information Technology, China's new ship order volume will return to the top in the world in 2020. The latest data shows that in 2020, China and South Korea accounted for 48.8% and 41.4% of the global share of shipbuilding steel plate orders, respectively. At present, China ranks first in the world in terms of new ship orders, South Korea ranks second, and Japan holds about 7% of the market share, ranking third.
According to previous data, the new orders for shipbuilding steel plates in China's shipbuilding industry have maintained a leading position. From January to September this year, China's shipbuilding steel plate orders accounted for 58.3% of the global market share, and the shipbuilding steel plate orders held by shipyards also accounted for 48.3% of the global share.
From the production situation of shipbuilding steel plate varieties in recent years, the production of general strength A and B grade ship plates accounts for 90%, while the production of high-strength ship plates is less than 10%. The general strength D and E grade shipbuilding steel plates and high-strength shipbuilding plates are mainly produced by Ansteel New Rolling Thick Plate Plant, Pugang Thick Plate Plant, and Wugang Thick Plate Plant. It should be noted that there are currently no shipbuilding steel plate manufacturers developing and producing high-strength ship plates such as AH40, DH40, EH40, as well as FH32, FH36, FH40 ultra-low temperature high-strength ship plates. In terms of specifications, most shipbuilding steel plate manufacturers can only produce ship plates with a thickness of less than 30mm and a width less than 2200mm. Obviously, there is still a gap in terms of variety and specifications compared to the demand for ship boards.
The production of shipbuilding steel plates by backbone steel enterprises has shown significant year-on-year growth. Hunan Hualing Xiangtan Iron and Steel Co., Ltd. and Ansteel Group Co., Ltd. both have an annual shipbuilding plate production of over 1 million tons, and Xianggang's high-strength plate production exceeds 1 million tons, which is the highest in the past 5 years; Nanjing Iron and Steel Group Co., Ltd. saw the largest year-on-year increase in the production of shipbuilding plates and high-strength shipbuilding plates, reaching 48.7% and 149% respectively; Jiangyin Xingcheng Special Steel Co., Ltd.'s shipbuilding steel plates account for 96.3%.
The national prices of 6mm and 20mm shipbuilding steel plates once exceeded 5500 yuan/ton and 5000 yuan/ton, with monthly average prices of 5330 yuan/ton and 4850 yuan/ton, reaching a new high in nearly 2 years. With the overall downturn of the shipbuilding steel plate industry, the national monthly average price of shipbuilding steel plates is 4780 yuan/ton, and the national monthly average price of 20mm shipbuilding steel plates is 4300 yuan/ton. The price of shipbuilding steel plates remained basically unchanged at the beginning of the year, and the price of shipbuilding steel plates was consolidating at a high level, with limited room for downward adjustment.
3. Prospects of the Shipbuilding Steel Plate Industry
Shipbuilding steel plates are key raw materials in the process of shipbuilding, and their quality and performance directly affect the safety, durability, and economy of ships. With the increasing prosperity of global trade, ships, as the main transportation tool for international trade, have seen a continuous increase in demand, driving the rapid development of the shipbuilding steel plate industry. Especially in emerging markets and developing countries, the rise of shipbuilding industry has provided huge market space for the shipbuilding steel plate industry. The development of the shipbuilding steel plate industry is closely related to global trade, shipping industry, and related industries such as steel and metallurgy. The growth of global trade has promoted the development of the shipping industry, thereby promoting the prosperity of shipbuilding industry and providing stable demand guarantee for the shipbuilding steel plate industry. On the other hand, the development of the steel and metallurgical industries has provided high-quality raw materials and technical support for the shipbuilding steel plate industry, promoting technological innovation and industrial upgrading in the industry. With the continuous advancement of technology and increasingly strict environmental requirements, the shipbuilding steel plate industry is facing new challenges and opportunities. The continuous emergence and application of new technologies have brought new development momentum to the shipbuilding steel plate industry. For example, the research and application of high-strength and lightweight shipbuilding steel plate materials not only improve the performance and safety of ships, but also reduce the operating costs of ships, providing new growth points for the industry's development. On the other hand, the increasing environmental requirements have raised higher environmental standards for the shipbuilding steel plate industry. In order to meet these requirements, shipbuilding steel plate enterprises need to increase research and development investment, promote environmental technology innovation, and improve the environmental performance of their products.
It is expected that the total amount of shipbuilding steel plates in China will be about 8.5 million tons in the future, a year-on-year increase of 6.3%, including 7 million tons of shipbuilding steel plates, a year-on-year increase of 7.7%; 770000 tons of profiles, a year-on-year increase of 10%; Other types of shipbuilding steel plates produced 730000 tons, a year-on-year increase of 12.3%.
The report on the development prospects and in-depth research analysis of China's shipbuilding steel plate industry from 2021 to 2025 was written by China Research Institute Puhua. This report analyzes the supply and demand situation of China's industry, the current development status of shipbuilding steel plates, and the changes in the development of the shipbuilding steel plate industry. The report focuses on the development status of the shipbuilding steel plate industry, how to face the development challenges of the industry, development suggestions for the shipbuilding steel plate industry, the competitiveness of the shipbuilding steel plate industry, as well as investment analysis and trend prediction of the industry. The report also integrates the overall development trends of the shipbuilding steel plate industry, providing reference suggestions and specific solutions for the industry in terms of products.
This research consulting report was led by Zhongyan Puhua Consulting Co., Ltd. It analyzed the development status of China and its various sub industries, the development status of the upstream and downstream industries of shipbuilding steel plates, the competitive substitute products of shipbuilding steel plates, the development trend of shipbuilding steel plates, new products and technologies of shipbuilding steel plates, and focused on the development status and characteristics of China's shipbuilding steel plate industry, as well as the challenges that the Chinese industry will face and the development strategies of shipbuilding steel plate enterprises. The report also provides a detailed analysis of the global industry development trend.
4. Conclusion
The position of the shipbuilding industry in the global economy. The shipbuilding steel plate industry plays a crucial role in the global economic system, as it is an indispensable supporting force for the shipbuilding industry and has a profound impact on the pulse of the global economy. With the continuous growth of global trade and the expansion of the shipping industry, the demand for ships is showing a steady upward trend, which brings huge development opportunities for the shipbuilding steel plate industry.
