April 13, 2024

MarineCurrents

Current Maritime News | Clean Energy

Top Chinese Shipyards ready to raise ship prices

3 min read
COSCO SHIPPING

While shipowners hope newbuilding prices will drop, Chinese shipyards appear to be looking to raise prices to compete with their South Korean rivals. 

A market source said that due to rising raw material costs and a large number of orders, Chinese shipyards will not reduce new building prices. But Liu Xunliang, founder of the China Newbuilding Price Index (CNPI), holds the opposite view. He said that China’s shipyards are facing increasing internal and external pressure, and some large shipyards have been restructured and put back into service. Recently, the increase in new building orders and new building prices has slowed down, and the prices of some ship types have even fallen. 

Shipowners who were hoping for price cuts by top Chinese shipbuilders such as state-owned and (private) Yangzijiang Shipbuilding and New Times Shipbuilding in the coming months will be disappointed, several shipbuilding brokers said.

Not only that, but these shipyards may even follow their Korean rivals in raising new building prices.

South Korea’s Hyundai Heavy Industries, which has been raising new building prices, is now paying as much as $90 million there to order a 7,000 TEU scrubber-equipped container ship with conventional fuels, shipbuilders said.

The Chinese shipyard is said to be following HHI‘s developments “very carefully” and is ready to join them in raising the price of the same type of vessel to $83 million from the current $82 million.

The manager of a private shipyard in Jiangsu said his company would not cut new building prices. Rising material costs and rising steel plate costs, make up about 25% to 30% of shipbuilding costs. Steel plates in China have risen by 300 yuan a tonne to 5,700 yuan ($900) a ton in recent days, and prices will continue to rise as the government continues to drive economic growth.

“If the country continues to drive economic growth and increase infrastructure construction, the demand for steel will continue to increase.” He expects steel plate prices to rise sharply, but not by the same magnitude as last year, when prices soared above 7,500 yuan per ton.

The high price of steel plates also has an impact on the prices of other ship components. Over the past 12 months, the price of marine main engines and other equipment has increased significantly. “Unless the market gets really bad, shipyards are not going to lower prices.”

On the other hand, labor shortages and rising inflation have also led to soaring labor costs at shipyards.

Shipbuilding brokers said that because of the large number of orders accumulated last year, most of the berths in China’s large shipyards have been booked until the end of 2024 or even 2025, so they are not in a hurry to sign new shipbuilding contracts, and considering risk factors, They are more reluctant to accept new orders too early.

With sellers in a strong position, some shipyards are said to be asking for up to 20% down payment on new buildings, compared with just 5% to 10% during the quiet period of the shipbuilding market.

Source: Xindemarine

中国顶级造船厂准备提高船价

尽管船东希望新造船价格下降,但中国的造船厂似乎正打算通过提高价格来与韩国对手竞争。

有市场消息人士表示,由于原材料成本不断上涨,且订单量较多,中国造船厂不会降低新造船价格。不过中国新造船价格指数 (CNPI) 创始人刘巽良却持有相反的观点。他表示,中国的船厂正面临越来越多的内部和外部压力,一些重组的大型船厂重新投入了使用。近期新造船订单和新造船价格涨幅放缓,部分船型价格甚至有所回落。

几位造船经纪人表示,那些盼望着国企和(私企)扬子江造船和新时代造船等中国顶级造船商在未来几个月降价的船东要失望了。

不仅如此,这些造船厂甚至可能跟随韩国的竞争对手一样,提高新造船价格。

造船经纪人表示,韩国的现代重工一直在提高新造船价格,现在在那里订购一艘配备传统燃料的 7,000 teu 装有脱硫塔的集装箱船,需要花费高达9,000 万美元。

据说中国造船厂正在“非常小心地”关注现代重工的动态,并准备加入他们,将同一类型的船舶价格从目前的 8200 万美元提高到 8300 万美元。

江苏一家私营造船厂的经理表示,他的公司不会削减新造船价格。材料成本上涨和钢板成本不断上涨,而钢铁约占造船成本的 25% 至 30%。近日,中国的钢板每吨上涨了300 元,达到每吨5,700 元(合 900 美元),随着政府继续推动经济增长,价格将继续上涨。

“如果国家继续推动经济增长,加大基础设施建设,对钢铁的需求就会继续增加。” 他预计钢板价格将大幅上涨,但幅度不会与去年相同,当时价格飙升至每吨 7,500 元人民币以上。

钢板的高价也对其他船舶部件的价格有影响。在过去的 12 个月里,船用主机和其他设备的价格都大幅上涨。“除非市场变得非常糟糕,否则造船厂是不会降低价格的。”

另一方面,劳动力紧张和通胀上升也导致造船厂劳动力成本飙升。

造船经纪人表示,因为在去年积累了大量的订单,中国的大型造船厂中大多数的泊位都被预订到了 2024 年底甚至 2025 年,所以都并不急于签订新造船合同,再考虑到风险因素,他们更不愿太早接受新订单。

由于卖家处于强势地位,据说一些造船厂正在要求将新造船首付比例提高到 20%,而在造船市场平静期间,首付比例仅为 5% 至 10%。

来源: 信德海事网

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