Shipbuilding orders are scheduled until 2030, and the industry is expected to see opportunities for upward growth.

Relying on the global shipbuilding industry recovery wave, the domestic shipbuilding industry is currently experiencing a definite upward trend. Hengli Heavy Industries signed 207 new ship orders in the first half of the year, with a cumulative order backlog exceeding 500 ships, and delivery schedules locked in until 2030; China State Shipbuilding Corporation has a similar delivery schedule planned up to 2030; Sumitomo's new orders in the first quarter of 2026 skyrocketed by over 600% compared to the previous year. Overall, top domestic shipbuilding companies have full order books, and the industry dividend is being released. Under a high prosperous cycle, potential risks should also be noted. Analysts pointed out the need to be cautious of over-expanding production in an overly optimistic scenario. In addition, variables such as trade policy disruptions, differentiation in demand, and shortcomings in fuel technology may curb the industry's upward trend and profitability levels.