Curbing overcapacity shipbuilding companies to accelerate transformation and reshuffle

The Equipment Department of the Ministry of Industry and Information Technology said at the China Shipbuilding Industry Development Summit held recently by the Director of the Ministry of Industry and Information Technology that there are more than 800 shipping companies in China, the number of which is 40 times that of Korean shipping companies.

Far more than the international level, 800 shipping companies are facing industry reshuffle, and SMEs may be eliminated.

Overcapacity performance

On October 15, the State Council issued the "Guiding Opinions on Resolving the Contradictions of Serious Overcapacity in Production Capacity", which provided guiding opinions on the current contradiction between the five major industries such as steel, cement, electrolytic aluminum, flat glass and ships.

Affected by the international financial crisis, the international shipping market continued to be sluggish, the new shipbuilding orders were seriously insufficient, the new ship's transaction price continued to fall, and the contradiction of overcapacity intensified, which led to China's shipbuilding industry entering a trough.

According to public information, China's overcapacity in the fields of steel, cement, electrolytic aluminum, flat glass and ships is very prominent. In 2012, the above-mentioned industrial capacity utilization rates were 72%, 73.7%, 71.9%, 73.1% and 75%, respectively, which was significantly lower than the international normal level.

Some analysts believe that overcapacity in the shipping industry is a global problem. It is understood that in 2012, the global new ship orders only 46.68 million DWT, and from January to September this year, the global new ship orders reached 83.96 million DWT. Some experts predict that over the next three years, the global shipbuilding capacity will exceed 50%.

In order to resolve the problem of overcapacity in the shipbuilding industry, in addition to the above-mentioned "Guidance Opinions", the State Council also issued the "Implementation Plan for Accelerating Structural Adjustment and Promoting Transformation and Upgrading of the Shipbuilding Industry (2013-2015)" in August, proposing adjustment and implementation to promote the old Transport vessels and single-hull tankers are subject to early retirement renewal policy until December 31, 2015.

"Resolving excess capacity has made progress." Shumin said that the blind expansion of domestic shipbuilding capacity has been curbed, the total capacity has not increased; corporate mergers and acquisitions have steadily advanced, industrial concentration has been continuously improved; and a number of large shipbuilding infrastructures have been integrated. The industrial layout is more reasonable, a group of small and medium-sized enterprises have been transformed into production, and backward production capacity has withdrawn from the market

According to Shao Heping, the chief representative of the Norwegian Plato Co., Ltd. Shanghai Representative Office, when the shipbuilding industry flourished, many private enterprises that were originally engaged in other industries entered the shipbuilding industry and were able to obtain orders of 100,000 tons or 200,000 tons at the beginning, but After the shipbuilding industry reached its peak in 2007, its performance has declined year by year and has not recovered.

"At present, the price of ship sales by shipyards is only the cost price of labor costs and material costs. In order to continue operations, Jiangsu Minjian Shipbuilding Co., Ltd. has to accept orders even if it loses money," Shao Heping said.

It can be seen that the vast majority of small and medium-sized shipbuilding enterprises are holding the psychological downturn and waiting for the industry to recover.

In this regard, Shu Min said that he hopes that those shipping companies waiting for the industry to pick up will see the situation and withdraw from the market early, so as not to be lucky. "Although the market is good, it is still difficult to say whether more than 800 shipping companies can survive."

It is understood that in order to control the new shipbuilding enterprises, the Ministry of Industry and Information Technology has formulated the "Standard Conditions for the Shipbuilding Industry" (hereinafter referred to as "Conditions"), for production facilities, equipment and measurement and testing, construction technical capabilities, technological innovation, quality assurance systems, energy conservation and environmental protection, etc. Many aspects have put forward clear requirements. As a result, unqualified companies will be intercepted outside the door of the shipbuilding industry.

Not only that, but Shu Min also pointed out that enterprises that meet the requirements of the ship industry will publish a list, and the bank will slant credit funds to these companies.

Shipbuilding accelerates restructuring and shuffling

To resolve the problem of overcapacity in the shipbuilding industry, the policy document puts forward a number of guiding directions and governance decisions. For those who are facing difficulties in more than 800 domestic shipping companies, they may be transformed or upgraded, or shuffled, or they may not fall down. .

In view of the serious overcapacity situation, Hu Zucai, deputy director of the National Development and Reform Commission, said that it is necessary to vigorously promote the structural adjustment of overcapacity industries, actively explore the international market and improve the supervision effect through innovation supervision.

Shipbuilding enterprises should be merged and reorganized as soon as possible, and industry concentration should be continuously improved. Those enterprises that do not adapt to the market and are not competitive should accelerate the transformation and transformation of production, make good use of existing equipment and supporting facilities to undertake new business, and get rid of overcapacity. Difficulties.

Insiders pointed out that there are already many existing enterprises in the shipbuilding industry, and the production capacity has been seriously over-supplied. In recent years, profits have declined, so there are very few enterprises entering the industry. The key to industry restructuring is to resolve the large amount of capacity currently available.

A number of shipbuilding analysts told reporters that shipbuilding enterprises must rely on structural adjustment and transformation and upgrading to get out of the bottom. Among them, the market is most optimistic about the transfer to the field of marine engineering equipment. The shipbuilding industry and the shipping market are "difficult brothers and brothers". Building a maritime power, developing a marine economy, and expanding foreign exchanges and economic and trade exchanges can drive the Chinese shipping industry. The key to the development of China's shipping market is how to build a long-term relationship. A stable, orderly and sustainable health environment.

At present, domestic shipbuilding companies with strength are marching into the offshore industry, such as China Heavy Industry (China), and Chinese ships. Regrettably, not all shipbuilding companies can transform into the offshore industry. "The threshold for offshore engineering is high and the technical requirements are high. Not every shipbuilding company can enter," said a person in charge of a small and medium-sized shipbuilding company.

In this regard, some insiders said that although some small and medium-sized enterprises can not transform into the offshore industry, if they can produce special ships with special capabilities, it is also a direction of enterprise transformation.

In addition to the marine engineering equipment market is optimistic about the industry, there are also green environmental protection vessels are generally optimistic. Shao Heping believes that green and environmentally friendly ships are the selling point of this year's orders. "The shipowner is currently paying attention to fuel consumption. When ordering, the ship will inquire about the fuel consumption of the ship in detail and guarantee the minimum fuel consumption of the ship."

China's shipping industry needs to develop rapidly and revitalize its glory. On the one hand, it depends on the government's support policies to continuously improve the financing and insurance (safety insurance) services of the shipping industry, and support the development of the shipping industry towards high value-added services; on the other hand, enterprises must "Industry and internal work", increase the pace of transformation and upgrading, especially in the development of shipping support, shipping professional improvement and other aspects to increase efforts. In this way, accelerating innovation drive and transformation and upgrading, and vigorously enhancing the long-term competitiveness of the industry, is the best choice for the development of China's entire shipping industry and shipbuilding industry!