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市場調查報告書
全球和印度的造船業
The Shipbuilding Industry
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全球和印度的造船業 是由出版商CARE Ratings在2011年11月所出版的。
這份英文市場調查報告書價格從美金2500起跳。
本報告書內容包括:全球和印度的造船業之最新趨勢調查、業界的未來展望、各種船種・各國的市場趨勢、造船業的基本結構、印度的主要造船企業之介紹等、內容綱要摘記如下:
實施摘要
第1章 未來展望
- 全球的造船業之未來展望
- 既存設備的過剩：需求危機因素的來源
- 新的訂單：預計持續下滑
- 交付計畫：外流效果
- 交付：保持同一水準的唯一目標
- 解體：過剩部分的削減為目標
- 發包取消：控制的打擊
- 成長促進的政府支援對策
- 韓國和中國持續獨佔市場
- 船舶的各種類之未來展望
- 印度的造船業之未來展望
- 所預想的成長
- 印度造船所的擴張
- 海外船・海軍船舶的專注
- 和海外合作的推動
- 公營・民營造船所的合作增大
- 海洋產業群組化形成的促進
- 發包取消風險的降低
- 課題和擔憂事項
- 造船的補助金技巧
- 產業基礎建設的狀況
- 專案的延遲和費用超過
- 印度的船主喜好
第2章 市場趨勢（2010年-2011年上半期）
- 船舶的各種類趨勢：下單數（剩餘・新的）、投資・船舶引渡趨勢、廢鐵價格／船價
- 濕散裝貨船
- 乾散裝貨船
- 貨櫃船
- 油輪（LPG・LNG・化學・其他）
- 海外船
- 全球各國的造船業擴張：下單數（剩餘・新）、投資・船舶交付趨勢、廢鐵價格／船價、主要企業
- 韓國
- 中國
- 日本
- 歐洲
- 印度
- 全球的造船企業比較：下單數・下單金額剩餘
- 成本分析：印度的造船業者的狀況
- 分析模式
第3章 產業的基盤
- 產業的進化
- 產業的特徴
- 全球的存在感
- 產業結構
- 循環產業
- 「先行銷售、後契約」
- 標準化的價格設定
- 巨額的投資費用
- 迴轉資金的集約
- 勞動的集約
- 持續的技術進步
- 懷孕期間的長短
- 接受補助金的產業
- 規範結構
- 需求促進因素
- 造船所的建設
- 造船所的建設：關心領域
- 造船所的開發：階段性對策
- 造船所建設的流程圖：概念到實施為止
- 造船所建設費用的詳細內容
- 造船工程和價格設定
第4章 船舶修繕產業
- 介紹
- 全球的船舶修繕產業
- 印度的船舶修繕產業
- 船舶修繕：成本和其他考量事項
第5章 印度的造船企業分析
- ABG Shipyard
- Bharati Shipyard
- Pipavav Shipyard
- Cochin Shipyard
- Hindustan Shipyard
圖表一覽
Abstract
The global economy recovering from the aftermaths of economic crisis grew at
5.1% on y-o-y basis during CY10 leading to a marginal increase in seaborne
trading volumes. This provided an impetus to the new-build ordering volumes
during CY10 aggregating 71.1 mn GT. Conversely, the orderbook continued to
decline aggregating 287.8 mn GT as on December 31, 2010 owing to the
continuous flow of deliveries by the shipyards. However with the global
economy slowing down in the latter half of H1CY11 on account of fiscal
imbalances in the developed nations, the seaborne trading volumes
deteriorated, adding to the woes of the already over-existent vessel capacity.
Nonetheless, the momentum in the new-build ordering continued through H1CY11
aggregating 31 mn GT increasing by 19.2% on y-o-y basis. The orderbook however
declined to 269.9 mn GT as on June 30, 2011 on account of higher deliveries
aggregating 47.7 mn GT during H1CY11.
Even the surge in scrapping volumes particularly in the dry bulk vessel
segment and y-o-y decline in vessel prices in the range of 2-9% during H1CY11
provided no respite to the dwindling global shipbuilding orderbook, especially
in case of major shipbuilding nations such as S. Korea, China and Japan
thereby requiring their respective governments to take corrective monetary and
non-monetary incentives to boost the industry's prospects. However, the Asian
shipbuilders continue to dominate the global orderbook accounting for 95.4% of
the total orderbook as on June 30, 2011. Of the same, in continuation of the
trend during CY10, the market share of the Chinese shipbuilders in the global
orderbook remained the highest at 39.7% followed by S. Korean and Japanese
shipbuilders with 35.3% & 14.4% respectively.
The Indian shipbuilders occupied 6th rank globally accounting for 1.3% of the
global orderbook aggregating 3.82 mn CGT with 187 vessels on order as on June
30, 2011. In view of the ageing fleet of offshore vessels globally with
approximately 40% of the offshore vessels above 20 years of age, the
specialisation of Indian shipbuilders in the construction of offshore vessels
augurs well for the Indian yards. Also, the Indian navy's announcement with
regards to placing new-build orders with both the country's public as well as
private shipyards under the policy - ‘Buy and Make Indian’ has
been a welcome move for the Indian shipyards.
CARE Research expects the over-capacity of vessels globally at 13-16% of the
existing fleet during H2CY11 - CY13. Notably, with the global shipyards still
accepting orders scheduled for delivery during CY14, the estimated excess
capacity stands relatively lower at 8.42% during CY14. CARE Research expects
minimal chances of order cancellations. However, in
Table of Contents
Executive Summary
Section - I: CARE Research's OUTLOOK
The Global Shipbuilding Industry's Prospects
- Existing overcapacities - leading to demand crisis
- New orders - slowdown expected to continue
- Delivery Schedule - the spill-over effect
- Deliveries - the only parameter remaining steady
- Scrapping - focus on reducing the excess
- Order cancellations - damage in control
- Government incentives to propel industry's growth
- S. Korean and Chinese shipyards - global dominance to continue
Outlook - Based On Vessel Segment
- Outlook on the Wet Bulk segment
- Outlook on the Dry Bulk segment
- Outlook on the Containership segment
The Indian Shipbuilding Industry's Prospects
- Envisaging Growth
- Expansion of Indian shipyards
- Focus on offshore & defence segment
- Indian yards focusing on foreign tie-ups
- Growing JVs between private & public Indian yards
- Promotion of Maritime Clusters
- Lesser risk of order cancellations
- Challenges & Concerns
- Shipbuilding subsidy scheme
- Infrastructure status to the industry
- Project delays and cost-overruns
- Preference by the Indian shipowners
Section - II: MARKET TRENDS CY10 & H1CY11
Vessel-wise Trends
- Wet Bulk carriers
- Orderbook and New orders
- Investment and Deliveries
- Scrapping and Vessel Prices
- Dry Bulk carriers
- Orderbook and New orders
- Investment and Deliveries
- Scrapping and Vessel Prices
- Containerships
- Orderbook and New orders
- Investment and Deliveries
- Scrapping and Vessel Prices
- LPG, LNG and Chemical & Specialised carriers
- Orderbook and New orders
- Investment and Deliveries
- Scrapping and Vessel Prices
- Offshore vessels
- Orderbook and New orders
- Investment and Deliveries
The Global Shipbuilding Expanse
- South Korea
- Orderbook Size and Growth
- Orderbook Composition
- New orders and Deliveries
- Major Players at a glance
- China
- Orderbook Size and Growth
- Orderbook Composition
- New orders and Deliveries
- Major Players at a glance
- Japan
- Orderbook Size and Growth
- Orderbook Composition
- New orders and Deliveries
- Major Players at a glance
- Europe
- Orderbook Size and Growth
- Orderbook Composition
- New orders and Deliveries
- Major Players at a glance
- India
- Orderbook and Delivery Schedule
- Orderbook Composition
- Major Players at a glance
- Overall comparison of the global shipbuilders in terms of orderbook size
and value of orderbook (depicted through a graph)
Cost Analysis - Indian Shipbuilders
- Raw Material expenses
- Labour expenses
- Financial expenses
- Profit margins
Analytical Models
- Porter's Five Force Model
- SWOT Analysis
Section - III: INDUSTRY BASICS
Industry Evolution
Industry Characteristics
- Global Presence
- Industry Structure
- Cyclic Industry
- Sell First, Construct Later
- Standardized Pricing
- Huge Investment Outlay
- Working Capital Intensive
- Labour Intensive
- Constant Technological Enhancements
- Long Gestation Period
- Subsidized Industry
- Regulatory Structure
Demand Drivers
- Incremental Demand Drivers
- Growth in sea-borne trade
- Increasing Exploration and Production activities
- Freight rates
- Government thrust
- Initiatives by the Government of India
- Specialization in ship making
- Replacement Demand Drivers
- Age profile of fleet
- Scrapping of tonnage
- Regulation- phasing out of single-hull tankers
The Making of Shipyards
- Shipyards Construction - Area of Focus
- Development of Shipyards - A step-by-step approach
- Flow chart for Shipyard Construction - From conception to implementation
- Shipyard Construction - Cost Breakdown
Shipbuilding - Production to Pricing
- The Shipbuilding Process
- Classification of Ships
- Elements of Price Determination
- Availability of Capacity
- Shipyard's Cost production
- National Policy
- Currency Fluctuation
- Competitive Forces
Section - IV: THE SHIP REPAIR INDUSTRY
Introduction to Ship Repair Industry
Global Ship Repair Industry
Indian Ship Repair Industry
- Introduction
- Performance of Indian Ship repair yards
- Potential of Indian Ship repair business
- Ship Repair during the Xth plan
- Ship Repair during the XIth plan
Ship Repair - Costs & other Considerations
Section - V: REVIEW OF INDIAN SHIPBUILDERS
- ABG Shipyard
- Bharati Shipyard
- Pipavav Shipyard
- Cochin Shipyard
- Hindustan Shipyard
List of Tables
Outlook
- Estimation of excess fleet size
- Re-scheduling of vessel deliveries
Vessel-wise Trends
- Rigs - Fleet size & utilisation rate
The Global Shipbuilding Expanse
- Global orderbook position
- Orderbook & Capacities of Top 3 S. Korean Shipbuilders
- Organisational classification of major Chinese shipyards
- Orderbook & Capacities of Top 3 Chinese Shipbuilders
- Orderbook & Capacities of Top 3 Japanese shipbuilders
- Order Books & Capacities of Top 3 European shipbuilders
- Orderbook of Indian Shipbuilders
- Order Books & Capacities of Top 3 Indian shipbuilders
- Orders placed by Indian shipowners with the Indian shipbuilders
Cost Analysis - Indian Shipbuilders
- Raw material expenses as a % of total expenditure
- Labour expense as a % of total expenditure
- Interest expense as a % of total expenditure
- Profit margins of 5 shipyards
Industry Characteristics
- Comparative study of the Top 10 global shipbuilders
- Net Working Capital requirements
- Employee Cost as a % of Total Cost - Indian Shipbuilders
- Employee Cost as a % of Total Cost - Korean Shipbuilders
- Shipbuilding Technology - From Past to Present
- Long gestation period
- Share of Subsidies in Net Sales & PBT
- Regulatory Structure
- Age Profile of World Fleet (as on January 1, 2010)
- Age Profile of Indian Fleet (as on December 31, 2010)
The Making of Shipyards
- Top 10 Shipyards of the World - Based on Order Book in CGT
- Movement of the Exchange Rates (US$ - base currency)
Indian Ship Repair Industry
- Ship Repair - Revenue potential in India
- X plan - Targets and Achievements
- Ship repairs turnover in the Xth Plan period
List of Charts
Outlook
- Expected Delivery schedule by Vessel segments - mn GT in %
Vessel-wise Trends
- Wet Bulk - Orderbook & New orders
- Wet Bulk - Investments & Deliveries
- Wet Bulk - Scrapping & Vessel prices
- Dry Bulk - Orderbook & New orders
- Dry Bulk - Investments & Deliveries
- Dry bulk - Scrapping & Vessel prices
- Containerships - Orderbook & New orders
- Containerships - Investments & Deliveries
- Containerships - Scrapping & Vessel prices
- LPG, LNG, chemical & Specialised Carriers - Orderbook & New orders
- LPG, LNG, Chemical & Specialised Carries - Investments & Deliveries
- LPG, LNG, Chemical & Specialised Carriers - Scrapping & Vessel prices
- Offshore Vessels - Orderbook & New orders
- Offshore Vessels - Investments & Deliveries
- Offshore Vessels Scrapping & Vessel prices
The Global Shipbuilding Expanse
- S. Korea - Orderbook size & growth
- S. Korea - Orderbook composition
- S. Korea - New Orders & Deliveries
- Orders placed by the S. Korean shipowners
- China - Orderbook size & growth
- China - Orderbook composition
- China - New Orders & Deliveries
- Orders placed by the Chinese shipowners
- Japan - Orderbook size & growth
- Japan - Orderbook composition
- Japan - New Orders & Deliveries
- Orders placed by the Japanese shipowners
- Europe - Orderbook size & growth
- Europe - Orderbook composition
- Europe - New Orders & Deliveries
- Orders placed by the European shipowners
- India Orderbook composition
- Orders placed by the Indian shipowners
Cost Analysis - Indian Shipbuilders
- Average steel prices - China
- Indian Shipbuilders - Comparative Cost Analysis FY11
Analytical Models
- Porter's Five Force Model
- SWOT Analysis
Industry Characteristics
- Evolution of global Shipbuilding Industry
- Global Orderbook - mn GT in %
- Asian Orderbook - mn GT in %
- Break-down of world fleet orderbook by ownership - US$ bn in %
- Break-down of Asian fleet orderbook by ownership - US$ bn in %
- Orderbook & Investments - y-o-y % change
- Comparative study of Labour Cost as a % of Total Production Cost
- Sea-borne trade of various commodities
- Global Oil - Demand & Supply
- Spot Crude prices
- Movement of Baltic Dry Index
- World Tonnage Scrapped
The Making of Shipyards
- Shipyard Construction - Areas of Focus
- Development of shipyards - A step-by-step approach
- Flow chart for Shipyard construction - From conception to implementation
- Shipyard construction - Cost breakdown
Shipbuilding - Production to Pricing
- Modular representation of the shipbuilding process
- Types of Ships
- Elements of Price Determination
- Indexation of Exchange Rates w.r.t. US$ - (base year 2006)
Indian Ship Repair Industry
- Growth of the World Fleet
- Top Indian SRUs - Capacity-wise
- Number of Ships Repaired in the country
- Total revenue of ship repair industry
Annexures
- Annexure 1. The Indian Shipbuilding subsidy saga
- Annexure 2. List of Public & Private sector shipyards
- Annexure 3. Profiles of various Ship Types
- Annexure 4. Time-table for phasing out of Single-hull tankers
- Annexure 5. Dockyard facilities of Top 3 S. Korean shipbuilders
- Annexure 6. Dockyard facilities of Top 3 Japanese shipbuilders
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