Chinese shipbuilding industry

TK3600

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CSSC is making some really big moves. Although, I'm not sure Chinese stocks will ever go that high, because they keep expanding into each other's backyard.
Correct me if I an wrong, but CSSC is thr builder of a large civilian ships and military ships after the merger this year. It is THE ship builder of China owning most of the pie.
 

tphuang

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Correct me if I an wrong, but CSSC is thr builder of a large civilian ships and military ships after the merger this year. It is THE ship builder of China owning most of the pie.
It has a lot of other business like wind turbine and hydrogen production. Those are some of the fiercest competitive industries. I think it also does chips and stuff.
 

vincent

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tphuang

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of course, we are still in the early stages of electrification of shipping.

Although, electric propulsion is quite common now, so you want to say battery electric shipping is still in infancy.

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CSSC displaying it's wide variety of product in Marintec 2025.
These are what it considers to be cutting edger. A lot of green energy related stuff, unmanned stuff, high end chemical/LNG carrier stuff, deep sea exploration/mining stuff. and arctic exploration.
其中,“梦想”号大洋钻探船、国产大型邮轮“爱达·花城号”、27.1万立方米LNG船、核动力集装箱船等旗舰产品,32.5万吨甲醇双燃料矿砂船等绿色船型以及WinGD10X92DF-M-1.0甲醇双燃料主机、BrilliancE B型燃料舱、船舶碳捕集装置等低碳零碳转型重要装备,“珠海云”号智能无人科考母船、“未来”号深远海绿色智能技术试验船等智能船舶平台,“奋斗者”号等系列载人潜水器、“深海一号”等尖端探索装备、深水钻井平台等深海开发装备以及15万吨智慧渔业养殖工船等深海装备,“雪龙2”号极地科考破冰船、“极地”号破冰调查船等极地装备等一系列代表中船集团最高水平和最先进研发能力的产品装备和技术纷纷亮相
And of course, the LNGNEO MAX LNG carrier that it showcased also.
仪式上,中船集团发布了中船集团全球服务数智化平台,并与中国船级社签署战略合作协议。美国船级社(ABS)向江南造船19.2万方B型舱电力推进LNG船“LNGNEOMAX”颁发了AIP证书。中船动力与山东海运签署X82DF-E燃油/甲醇/乙醇多燃料主机订单意向书。七一一所举行绿色航运数智化能效管理平台框架合作协议签约仪式。
 

tphuang

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In 2025 Marintec, CSSC's GSI shipyard showcased 8 types of shipping including 135,000-ton deadweight ultra-large capacity crude oil/product tanker, 15,000-cubic-meter LCO2 carrier and environmentally friendly hybrid propulsion MR tanker.

Shandong haiyun will build 10 325,000-ton Very Large Ore Carriers (VLCCs) of the X82DF-E series, capable of operating multiple fuels including fuel oil, methanol, and ethanol.
 

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CSSC Waigaoqiao has already delivered 29 vessel this year, which is 7 more than target after a 158k ton Suezmax crude oil tanker got delivered to Norway's Frontline.
this year, it delivered its first 8600 CEU PCTC and looking to get to 9000 CEU next.
It is working on the 2nd cruise ship which is > 88% complete. Expecting to start sea trials in 2026/5
Oil tanker has become one of the main products by Waigaoqiao in recent years, series of 114000 ton Aframax product tanker.
 
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