2023年一季度中國造船產能利用(yong)監測(ce)指(zhi)數(CCI)為772點,與去年同(tong)期707點相比,提高65點,同(tong)比增長9.2%;與去年四(si)季度764點相比,提高8點,環比增長1%。
具體來看,一季度我國新承接船舶訂單同(tong)(tong)(tong)比增(zeng)(zeng)(zeng)長53.0%,手持(chi)訂單量(liang)同(tong)(tong)(tong)比增(zeng)(zeng)(zeng)長15.6%,克(ke)拉克(ke)松新船(chuan)價格(ge)指(zhi)(zhi)(zhi)數(shu)同(tong)(tong)(tong)比上漲9個點(dian),但綜合運(yun)費指(zhi)(zhi)(zhi)數(shu)受國際(ji)集裝箱(xiang)船(chuan)市(shi)場回調影響同(tong)(tong)(tong)比下降(jiang)30.8%,拖累(lei)先行指(zhi)(zhi)(zhi)標小幅下滑。重點(dian)監測(ce)造(zao)船(chuan)企(qi)(qi)業(ye)手持(chi)訂單充(chong)足,生產(chan)任務飽滿,產(chan)能利用保持(chi)較好水(shui)平。原(yuan)材料價格(ge)和人民幣匯率(lv)(lv)保持(chi)相對穩定(ding),企(qi)(qi)業(ye)效益逐步改善,主營業(ye)務收入同(tong)(tong)(tong)比增(zeng)(zeng)(zeng)長19.2%、營業(ye)利潤率(lv)(lv)同(tong)(tong)(tong)比增(zeng)(zeng)(zeng)長4.6個百分(fen)點(dian),帶動同(tong)(tong)(tong)步指(zhi)(zhi)(zhi)標大(da)幅增(zeng)(zeng)(zeng)長。全球(qiu)船(chuan)隊保有量(liang)增(zeng)(zeng)(zeng)速保持(chi)平穩態勢,同(tong)(tong)(tong)比增(zeng)(zeng)(zeng)長0.5個百分(fen)點(dian)。同(tong)(tong)(tong)步指(zhi)(zhi)(zhi)標的增(zeng)(zeng)(zeng)長覆蓋(gai)了先行指(zhi)(zhi)(zhi)標的下降(jiang),一季度CCI繼續保持(chi)增(zeng)(zeng)(zeng)長。
預計2023年二季度,國際新造船市場將繼續(xu)保(bao)持活(huo)躍,造船企業產能利用將保(bao)持較好水(shui)平(ping),CCI將繼續(xu)有所增長(chang)。
注釋:
先行指(zhi)標:重(zhong)點監測造(zao)船企業(ye)手持船舶訂單量(liang)、新船價格指(zhi)數和(he)綜合運(yun)費指(zhi)數;同步指(zhi)標:重(zhong)點監測造(zao)船企業(ye)產能(neng)利用(yong)率、主營業(ye)務收入和(he)營業(ye)利潤率;滯后(hou)指(zhi)標:全(quan)球(qiu)船隊保有量(liang)增(zeng)速(su)。
圖 中國造船產能利用監測指數(季度)