“중국은 벌크선, 한국은 컨테이너선…분업인가 전략인가?”
샤프TV
[{'start': '8.450', 'end': '13.800', 'text': 'Despite concerns that the U.S. government may impose port fees on Chinese ships,'}, {'start': '13.800', 'end': '16.660', 'text': 'major Chinese shipping companies and global charterers are'}, {'start': '16.660', 'end': '20.740', 'text': 'still placing large orders with Chinese shipyards.'}, {'start': '20.740', 'end': '24.700', 'text': 'On the other hand, the Korean shipbuilding industry is showing a different trend as it is'}, {'start': '24.700', 'end': '27.210', 'text': 'expanding orders in the feeder ship (small container ship) market where China has traditionally been strong'}, {'start': '27.210', 'end': '29.730', 'text': '.'}, {'start': '29.730', 'end': '33.700', 'text': 'According to foreign news outlet Maritime Executive and industry sources on the 1st, local time,'}, {'start': '33.700', 'end': '35.290', 'text': 'Canadian shipping company Seaspan'}, {'start': '35.290', 'end': '39.230', 'text': 'recently signed a contract to build six 13,600 TEU container ships with Shanghai Waigaoqiao Shipyard, a subsidiary of China Shipbuilding Industry Corporation (CSSC)'}, {'start': '39.230', 'end': '44.690', 'text': '.  The'}, {'start': '44.690', 'end': '49.250', 'text': 'contract amount and the shipping company that will operate the vessel were not disclosed.'}, {'start': '49.250', 'end': '53.920', 'text': 'Seaspan is a major ship leasing company that operates a fleet of approximately 200 vessels with a capacity of 2.3 million TEUs and has'}, {'start': '53.920', 'end': '59.840', 'text': 'recorded an average annual fleet growth rate of approximately 10%.'}, {'start': '59.840', 'end': '63.840', 'text': "China's state-owned shipping company COSCO has also"}, {'start': '63.840', 'end': '66.140', 'text': 'invested more than $3 billion (KRW 4.3125 trillion) through its subsidiary Orient Overseas Container Line (OOCL) to'}, {'start': '66.140', 'end': '71.930', 'text': 'order 14 18,500 TEU methanol dual-fuel container ships.'}, {'start': '71.930', 'end': '74.350', 'text': "The vessels will be built at COSCO's subsidiary shipyards, Nantong"}, {'start': '74.350', 'end': '79.330', 'text': 'COSCO KHI Shipbuilding (NACKS) and Dalian COSCO KHI Shipbuilding (DACKS), and are'}, {'start': '79.330', 'end': '84.150', 'text': 'scheduled for delivery between the third quarter of 2028 and 2029.'}, {'start': '84.150', 'end': '89.740', 'text': 'Shipping analyst Alphaliner reported that COSCO currently has a total of 50 container ships on order and is'}, {'start': '89.740', 'end': '93.820', 'text': 'also pursuing expansion of its bulk carrier and tanker fleet.'}, {'start': '93.820', 'end': '97.670', 'text': 'If the Office of the United States Trade Representative (USTR) imposes port fees on Chinese ships,'}, {'start': '97.670', 'end': '102.970', 'text': 'shipping companies will have to pay additional costs every time the ships call at a U.S. port.'}, {'start': '102.970', 'end': '107.950', 'text': 'Despite this, large orders to Chinese shipyards continue.'}, {'start': '107.950', 'end': '110.710', 'text': 'In contrast, Korean shipyards are'}, {'start': '110.710', 'end': '114.350', 'text': 'building up their order book in the feeder ship segment.  Some'}, {'start': '114.350', 'end': '117.750', 'text': 'in the industry are interpreting this as a preemptive response by some ship owners to the possibility of imposing port fees in the United States'}, {'start': '117.750', 'end': '121.690', 'text': '.'}, {'start': '121.690', 'end': '126.240', 'text': 'HD Hyundai Heavy Industries recently received an order for 22 small container ships (worth about $1.8 billion),'}, {'start': '126.240', 'end': '129.080', 'text': '18 of which (worth $1.275 billion) are feeder ships.'}, {'start': '129.080', 'end': '134.370', 'text': 'The vessels will be built by Hyundai Mipo Dockyard and Hyundai Samho Heavy Industries within the group and are'}, {'start': '134.370', 'end': '137.980', 'text': 'scheduled to be delivered by the second half of 2028.'}, {'start': '137.980', 'end': '144.140', 'text': 'As of May 2, HD Hyundai Group has won orders for a total of 49 ships worth USD 6.16 billion (KRW 8.855 trillion),'}, {'start': '144.140', 'end': '148.820', 'text': 'achieving 34% of its annual target of USD 18 billion (KRW 25.875 trillion).'}, {'start': '148.820', 'end': '152.800', 'text': 'Samsung Heavy Industries also received an additional order for two container ships worth about $395 million (about 567.8 billion won) last week'}, {'start': '152.800', 'end': '156.050', 'text': '.'}, {'start': '156.050', 'end': '163.120', 'text': "With this, Samsung Heavy Industries' cumulative order performance for this year has been tallied at a total of 18 ships, worth approximately USD 2.6 billion (approximately KRW 3.7375 trillion)."}, {'start': '163.120', 'end': '166.750', 'text': '“The U.S. move to impose port fees'}, {'start': '166.750', 'end': '172.690', 'text': 'is helping level the playing field with Chinese shipyards,” a shipbuilding industry insider said.  He'}, {'start': '172.690', 'end': '177.040', 'text': 'continued, “Traditionally, Chinese shipbuilders have competed with low costs as their weapon,'}, {'start': '177.040', 'end': '178.790', 'text': 'and Korean shipyards have focused on building high value-added ships'}, {'start': '178.790', 'end': '182.520', 'text': 'such as liquefied natural gas (LNG) carriers and ammonia carriers'}, {'start': '182.520', 'end': '186.500', 'text': '.”'}, {'start': '186.500', 'end': '190.750', 'text': 'He also forecast that the potential imposition of fees by the US could have a positive impact on the competitiveness of Korean shipyards in the small and medium-sized vessel market, such as feeder ships'}, {'start': '190.750', 'end': '195.650', 'text': '.  It'}, {'start': '195.650', 'end': '196.610', 'text': 'was a Sharp TV.'}]