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CoscoCorp

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samson
    23-Jul-2013 09:59  
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Yangzijiang breake $0.90 ,

cosco also went up Breake $0.80 soon

 
 
 
Hawkeye
    22-Jul-2013 18:05  
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Buy Cosco Amid recession in global shipbuilding industry in the first half of 2013, Chinese shipbuilding industry made an achievement of a new order surge by more than 110%. According to a report of the China Association of the National Shipbuilding Industry (CANSI), Chinese yards delivered a total of 20.60m dwt vessels in the first half of the year with a year-on-year decline of 36%, while inking new contracts for 22.90m dwt, which represents a 113.2% surge. As of the end of June, Chinese shipbuilding industry was standing on 108.98m dwt amount of orderbook, down by 13.4%, but up by 1.9% from the end of 2012. According to Clarkson survey, Chinese yards’ delivery, order intake and orderbook account for 39.1%, 44.2% and 43.1%, respectively, in the global market. In the year to June, Chinese yards delivered 17.28m dwt ships for export, decreased by 34.4% from the same period a year ago, however orders for exporting ship increased by 163.3% to 21.04m dwt in total, according to CANSI. As of the end of June, ships for export were seen to stand on 95.14m dwt amount of orderbook, down by 11.3% from a year ago. Ships for export account for 83.9%, 91.9% and 87.3% of delivery, order intake and orderbook of Chinese shipbuilding industry, respectively. Published : July 22, 2013

Henry$$$      ( Date: 22-Jul-2013 15:49) Posted:



Good buy now. It is a chinese company that I think it won't bankrupt.....

 
 
Henry$$$
    22-Jul-2013 15:49  
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Good buy now. It is a chinese company that I think it won't bankrupt.....
 

 
Hawkeye
    22-Jul-2013 15:17  
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Keppel had ran out of space. Cosco has China and coast line and Manpower is unlimited. Keppel Corp., the world’s largest oil-rig maker, will focus on building more offshore production and support vessels in Brazil as competition from China cuts prices for its main product. Brazil’s offshore development boom means Keppel’s yard is now mainly utilized for building rigs for state-owned Petroleo Brasileiro SA. The Singapore-based company is setting up a second yard to meet demand for other vessels and to offer repair and conversion work, Chief Executive Officer Choo Chiau Beng said in an interview on July 19. “We’re not interested to take a lot more work than the six semis from Petrobras because we do not want to overload our shipyard,” Choo said, referring to an order to build semi- submersible rigs for state-owned Petroleo Brasileiro SA. “We want to leave some capacity for our other customers” who need floating production, storage and offloading platforms, or FPSOs, and for oil-rig repairs, he said.
 
 
Hawkeye
    22-Jul-2013 10:10  
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Ex-Cosco chief Capt Wei and his Greek connections By David Glass from Athens It is now official. The board of China Cosco Holdings (Cosco) has confirmed the retirement of Captain Wei Jiafu as its chairman is for "reasons of age". The directors retired Wei, 63, with effect from July 16, some three weeks after rumours the energetic captain was leaving China’s largest shipping group after some 15 year at its helm. However, just a few weeks earlier, it was all smiles when Wei flew out of Greece at the end of June, a visit which turned out to be his international swan song. He had helped make Greek Prime minister Antonis Samaras’ day 26 June, when he disclosed the Chinese giant is set to invest some Euro600m ($790m) in a bid to turn Piraeus into the Mediterranean’s leading container port. An MoA was signed 27 June. After days of political turmoil which culminated in Samaras undertaking a sweeping cabinet reshuffle, the PM and Greece received the boost when Cosco inaugurated its second container terminal in Piraeus – 18 months ahead of schedule -- immediately creating 500 new jobs. Up to 3,000 people will ultimately be employed by Cosco if Piraeus and the Chinese group achieve their goal of lifting the Greek port into Europe’s top five box handlers. Standing beside Samaras in the warm Greek sun and cutting the ribbon at terminal III, Greece knew Wei was a powerful ally. Comfortable in the knowledge the long-time chairman of Cosco always kept his pledges towards Greece, Wei was bade farewell as he boarded his plane for the flight home. While the statement revealing Wei’s replacement mentioned age as the reason for the resignation, and the Communist Party sets a pro forma 60-year-old cap for top executives at state-owned companies, many in Greece pointed out his replacement, Ma Zehua is now 60. In recent years Wei had become something of a champion for Greece, visiting the country a number of times and meeting with Samaras’ predecessors, George Papandreou and Costas Karamanlis both in Athens and in China to discuss business cooperation. He had a close relationship with several shipping people, especially the late Vassilis Constantakopoulos, founder of NYSE-listed Costamare Shipping. Wei and his wife were on hand in July 2006 when the Cosco Hellas, one of five 9,500 teu ships delivered in 2006 and chartered out for 12 years to Cosco Container Lines made its maiden call in Piraeus. Wei was an extremely strong supporter of Cosco's 35-year concession struck late 2009 to run container terminals II and III in Piraeus as the Greek port set about becoming the hub for trade between Europe, the Near Middle East and North Africa and China. Cosco has expressed interest in participating in the privatisation process of the Port of Piraeus, set to be completed by the end of the year. It says it will take part in the process, if the government choses to divest the Piraeus Port Authority’s majority 74% stake, currently traded in the Athens Stock Exchange. Privatisation programme president, Stelios Stavridis, has said this is the goal together with a 30-40 year concession of the port's main activities. Further, while in Greece, Wei had pledged he will encourage other Chinese companies to make investments in Greece. With Cosco evolving from a strategic investor in Piraeus into a strategic ally of Greece, Wei went on to say a Chinese fund has already expressed interest in the old airport south of Athens, referring to the possibility of creating a resort along the lines of an artificial island-hotel located in Dubai. He also expressed satisfaction with the support the Greek governments of the last decade have lent to the Chinese, highlightting his trust in the Greek authorities and entrepreneurs, and forecast “Greece will be the first country to emerge from the crisis”. Indeed, Wei’s enthusiasm for Greece was appreciated with great fondness, and there is a hope Wei Jiafu’s active career is not yet over, Greece’s door is always open. Published in Asia, Europe, Containers, Port & Logistics, Dispatches
 
 
Hawkeye
    21-Jul-2013 12:00  
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In Da Lian, the Northeast International Shipping Center, COSCO (Da Lian) Shipyard is the largest shipyard in COSCO Shipyard Group so far. By the existing facilities, COSCO (Da Lian) Shipyard can undertake more than 200 large-size ocean vessels' repair and conversion annually and become the main base for ship repair, conversion and off shore marine engineering manufacture in North-East Asia. It has one world¡¯s biggest DWT 300,000 floating dock, one DWT 180,000 dock, one DWT 80,000 dock and nine repair berths including DWT 300,000 wharf and 10,000t slipway. Its land area totaling 1,200,000 m2 is well equipped and serves as an ideal place for the repair and conversion of large bulk carrier, container carrier and VLCC. Address: No.80 Zhong Yuan Road, Da Lian City, Liao Ning Province, China Post Code: 116113 Fax: 0086-(0)411-87601117 Facilities Docks Dock Name Type Dwt Length(m)xB.On Ent.(m) xDraft(m) Crane Dalian Floating 300,000 350x66x27 20tx36mx2,30tx36mx1 Yuanyang No.1 Floating 180,000 260x48.5x22.5 22tx30mx1,15tx25mx1 Dry dock 80,000 240x40x11.8 32tx65mx1,15tx30mx1 Piers Piers Length(m) Draft(m) Capacity(T) Crane No.1 300 -7.5 150,000 32Tx1,15Tx1 No.2 250 -6.0 50,000 15Tx1 No.3 250 -7.0 180,000 No.4 250 -7.5 100,000 32tx1 No.5 300 -9.0 200,000 40tx1 No.6 300 -7.5 150,000 40tx1 No.7(VLCC) 340 -10.0 300,000 50tx1 No.8 320 -9.0 200,000 50tx1 No.9 180 -5.0 50,000 10tx1 Other Main Facilities Floating Crane (T) Tug Boat (Hp) Mobile Crane(T) Cherry Pickers 100Tx1 3200x1,2600x2 50Tx1 40sets 63Tx1 3200x1 30Tx2 35Tx1 Voyage Repair Boat No.1
 

 
samson
    19-Jul-2013 23:02  
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Xinhua Daily Published :2013 -7-19 11:12:01

Digest the stock, should improve the industry concentration
half of the province's existing shipbuilding capacity is idle, which has knock-on effect to the iron and steel, electrical and other upstream industries. In addition to the total surplus, there is a structural surplus: a lack of advanced manufacturing, high-end ship orders Underweight low severe overcapacity, occupy a lot of money, land, shoreline and other scarce resources, restricted economic transformation.
All along, slipway, boat dock enterprises is considered necessary facilities, but Nantong Pacific Marine Engineering Co., Ltd. to break the routine. " The traditional shipbuilding low end of the value chain, we are not directly involved in the construction of the hull, more resources will be used to develop and manufacture the core components." Pacific Marine COO Yanzheng Yun said, create a complete set of dock 4-5 billion, a large initial investment and post-depreciation. Small and medium sized shipyards around just idle, using its dock, which can save investment, but also to revitalize the stock of resources.
Pacific Marine shipyard has acquired a 45% local share, send technical personnel to guide the production, this shipyard back to life. Recently they will hire another local shipyard dock production rigs. Traveling light, Pacific Marine from 2010 sales revenue 1.4 billion to $ 1.3 billion last year.
Relevant agency expects shipbuilding round trough is expected 70% -80% of small shipyards bankruptcy. Reporter survey found that a small number of small fishing boats shipyards are expanding the market, converting bridge steel and other non-vessel areas, to achieve security of the operation, the individual still have profit.
The State Council is developing the shipbuilding industry overcapacity defuse program, the basic principle is eliminated, integrated simultaneously, before 10 ship enterprises increased production capacity accounted for more than 70%, 5 or more shipping enterprises to enter the world top 10. Province, and strive to build the province's 2015 five main businesses, strong core competitiveness, promote the role of large ships and marine equipment turnkey business ,1-2 into the world top 10 optimization Nantong, Taizhou, Yangzhou industrial layout, and strive to three city ship industry concentration over 90%.
" As long as the sea quit, you need shipping, shipbuilding people have the opportunity. Jiangsu shipbuilding shares accounting for 1/3, Global 110, so that a high-end, no reason not to take a sunrise industry development." Held last month at the meeting of the Soviet Union , the provincial leadership so stressed. Although industry-wide credit crunch, but the provincial departments of financial institutions on the ship are still coordinating corporate mergers and acquisitions, overseas mergers and acquisitions and restructuring shipyards to support the backbone.

Does not survive the shipyard 2900, only layoffs    or even shut down, 100  strive

echelon competitive situation is broken, cut-throat competition on the rise again.

" As long as the sea quit, you need shipping, shipbuilding people have the opportunity. Jiangsu shipbuilding shares accounting for 1/3, Global 110, so that a high-end, no reason not to take a sunrise industry development

Cosco and yangzijiang are the Top 10 in china shipbuilding , they wil become stroger.. by next year .

 

 
 
samson
    19-Jul-2013 22:50  
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新 华 日 报 发 布 时 间 : 2013-7-19 11:12:01

消 化 存 量 , 应 提 高 行 业 集 中 度
    全 省 现 有 造 船 产 能 一 半 闲 置 , 这 已 连 带 影 响 到 钢 铁 、 机 电 等 上 游 行 业 。 除 总 量 过 剩 , 还 存 在 结 构 性 过 剩 : 先 进 制 造 能 力 不 足 , 高 端 船 舶 订 单 比 重 偏 低 ; 低 端 产 能 过 剩 严 重 , 占 据 大 量 资 金 、 土 地 、 岸 线 等 稀 缺 资 源 , 制 约 了 经 济 转 型 。
    一 直 以 来 , 船 台 、 船 坞 被 认 为 是 船 企 的 必 备 设 施 , 但 南 通 太 平 洋 海 洋 工 程 有 限 公 司 打 破 常 规 。 “传 统 船 舶 建 造 处 于 价 值 链 低 端 , 我 们 不 直 接 涉 及 船 壳 建 造 , 将 更 多 资 源 用 来 研 发 和 制 造 核 心 部 件 。 ”太 平 洋 海 工 首 席 运 营 官 颜 正 云 说 , 新 建 一 个 配 套 完 善 的 船 坞 需 4-5亿 元 , 前 期 投 入 和 后 期 折 旧 很 大 。 周 边 的 中 小 型 船 厂 正 好 闲 置 , 利 用 其 船 坞 , 既 能 节 省 投 资 , 还 能 盘 活 存 量 资 源 。
    太 平 洋 海 工 已 收 购 当 地 一 家 船 厂 45%的 股 份 , 派 技 术 人 员 指 导 生 产 , 这 家 船 厂 起 死 回 生 。 近 期 他 们 还 将 租 借 当 地 另 一 家 船 厂 的 船 坞 生 产 钻 井 平 台 。 轻 装 上 阵 , 太 平 洋 海 工 销 售 收 入 从 2010年 的 1.4亿 元 增 至 去 年 的 13亿 元 。
    相 关 机 构 预 计 , 此 轮 造 船 业 低 谷 期 , 预 计 70%-80%的 中 小 船 厂 破 产 倒 闭 。 记 者 调 查 发 现 , 少 部 分 中 小 船 厂 正 在 开 拓 渔 船 市 场 、 转 产 桥 梁 钢 结 构 等 非 船 领 域 , 实 现 保 本 经 营 , 个 别 还 能 有 微 利 。


    国 务 院 正 在 制 定 造 船 行 业 过 剩 产 能 化 解 方 案 , 基 本 原 则 是 淘 汰 、 整 合 并 举 , 前 10家 船 企 产 能 占 比 增 至 70%以 上 , 5家 以 上 船 企 进 入 世 界 前 10强 。 我 省 提 出 , 力 争 到 2015年 全 省 打 造 5家 主 业 突 出 、 核 心 竞 争 力 强 、 带 动 作 用 大 的 船 舶 和 海 工 装 备 总 包 企 业 , 1-2家 进 入 世 界 前 10强 ; 优 化 南 通 、 泰 州 、 扬 州 产 业 布 局 , 力 争 3市 船 舶 产 业 集 聚 度 超 过 90%。

 


    “只 要 大 海 不 干 , 就 需 要 航 运 , 就 有 造 船 人 机 会 。 江 苏 造 船 业 份 额 占 全 国 1/3、 全 球 110, 这 样 一 个 高 端 、 朝 阳 产 业 没 理 由 不 好 好 发 展 。 ”在 上 月 召 开 的 苏 中 会 议 上 , 省 领 导 如 此 强 调 。 尽 管 全 行 业 信 贷 紧 缩 , 但 省 有 关 部 门 仍 在 协 调 金 融 机 构 对 船 舶 企 业 兼 并 重 组 、 海 外 并 购 及 骨 干 船 厂 转 型 给 予 支 持 。

 

 
 
 
samson
    19-Jul-2013 22:40  
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来 源 : 新 华 日 报 发 布 时 间 : 2013-7-19 11:12:01


高 端 转 型 , 应 避 免 低 价 互 掐
    眼 下 , 不 少 船 厂 寄 希 望 于 高 端 转 型 , 殊 不 知 其 中 的 较 量 更 为 严 峻 。
    在 (cosco nantong )南 通 中 远 船 务 工 程 有 限 公 司 , 几 个 近 百 米 高 的 庞 然 大 物 坐 落 江 边 , 这 就 是 深 水 钻 探 储 油 平 台 和 海 上 风 电 设 备 安 装 船 。 “没 有 过 硬 的 技 术 能 力 不 可 能 站 稳 海 工 , 中 远 南 通 两 大 基 地 订 单 之 和 , 占 国 内 海 工 订 单 的 一 半 。 ”公 司 副 总 经 理 杨 易 川 坦 言 , 不 少 船 厂 前 来 考 察 试 图 向 海 工 转 型 , 看 完 后 就 打 退 堂 鼓 。


    我 省 正 在 制 订 《 加 快 船 舶 产 业 转 型 升 级 与 海 洋 工 程 装 备 发 展 三 年 工 作 方 案 ( 2013-2015年 ) 》 , 强 调 “坚 持 自 主 创 新 、 突 破 关 键 核 心 技 术 ”, 除 引 导 企 业 向 海 工 装 备 转 型 外 , 还 鼓 励 发 展 特 种 船 、 节 能 环 保 型 船 舶 。


    相 比 传 统 船 舶 , 海 工 装 备 定 制 性 强 、 系 统 复 杂 , 发 展 路 径 有 所 差 异 。 最 近 , 南 通 明 德 重 工 董 事 长 季 风 华 赴 欧 美 和 中 国 香 港 拜 会 客 户 , 与 美 国 客 户 初 步 达 成 协 议 , 在 当 地 建 造 集 炼 化 、 运 输 等 于 一 体 的 移 动 工 厂 。 但 让 他 头 疼 的 是 , 国 内 船 企 为 争 订 单 , 互 相 压 价 , “有 的 客 户 在 其 他 企 业 询 价 后 再 来 谈 判 , 开 价 低 得 不 敢 接 ”。 对 同 一 类 海 工 产 品 , 国 内 船 企 报 价 最 多 比 国 外 竞 争 对 手 低 15%。 这 固 然 与 国 内 劳 动 力 成 本 、 原 材 料 价 格 较 低 有 关 , 但 对 中 国 海 工 在 国 际 市 场 声 誉 造 成 影 响 , 且 易 引 发 低 价 竞 争 。 多 家 骨 干 企 业 呼 吁 , 应 借 鉴 日 本 船 企 经 验 , 成 立 行 业 性 联 盟 , 将 海 工 装 备 价 格 保 持 在 合 理 水 平 。

 
    在 国 内 船 企 中 , 扬 子 江 船 业 “风 景 独 好 ”, 去 年 贡 献 全 国 造 船 业 15的 利 润 。 “既 有 产 业 多 元 化 支 撑 , 更 有 技 术 创 新 保 证 船 价 。 ”公 司 董 事 长 任 元 林 说 , 通 过 升 级 现 有 船 型 , 扬 子 江 开 发 的 1万 标 箱 集 装 箱 船 与 韩 国 同 类 型 船 相 比 , 装 载 量 提 高 近 10%, 但 油 耗 和 排 放 指 标 均 下 降 近 20%, 赢 得 船 东 青 睐 , 单 船 利 润 高 于 韩 国 船 企 。 “" 蛋 糕 " 越 是 小 , 越 要 讲 究 吃 的 技 巧 。 ”任 元 林 建 议 , 船 企 要 从 与 国 内 同 行 拼 价 格 、 争 订 单 转 向 与 国 外 优 秀 船 企 对 标 , 提 升 自 身 综 合 实 力 , 争 夺 全 球 市 场 更 多 份 额 。

 
 
 
samson
    19-Jul-2013 22:29  
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Published :2013 -7-19 11:09:23

Enterprises in Jiangsu section of the boat barely enough to sustain two years of shipbuilding orders

 

 

    BEIJING, July 17 Nanjing electricity " now orders like drinking poison, then more, die faster," Nantong COSCO KHI Ship Engineering Co., Ltd. of party work Peng Changqing said. Even in China's largest shipbuilding province of Jiangsu, Jiangsu is one of the few still profitable even if the leading ship enterprises, there are such concerns.


" According to the existing production capacity, if not add new ship orders, production tasks can only be maintained for 2 years, part of the boat all production enterprises face the danger." July 17, Jiangsu Province Economic and Information Technology Commission announced last year half Jiangsu ship industry statistics, to make " warning" type analysis.


Jiangsu Province is China's largest shipbuilding, shipbuilding capacity on behalf of three indicators: shipbuilding capacity, the new order of orders, orders in hand accounted for the proportion surpassed 30 percent, the proportion of total world surpassed 10%.
Rise, fall-ship low. World shipping industry downturn after the financial crisis to date, could not be spared, Jiangsu.


According to Jiangsu Provincial Commission by letter to statistics, during the first half of this year, Jiangsu shipbuilding capacity, handheld orders fell 32.9%, 17.5%, only new orders grew 189.7%, but this does not mean that all shipping enterprises are generally positive. Included in the statistics from the 66 shipbuilding enterprises run, only 23 companies have new ship orders, 13 key enterprises there are two boats did not receive " new living."


" At present we have received orders, to 2015, in 2016 the production plan is already full, we have no loans, do not owe the bank account, as well as dislocation management (measures), so some stronger ability to resist risks." Station In NACKS being built 13,386 TEU container ship before Peng Changqing said.


Fewer orders only Chinese shipping enterprises face a problem. Shipping industry downturn, owners become " critical" , depress ship prices, raise standards, the RMB exchange rate adjustment, the bank will lend shipbuilding dragged into the " blacklist" ...... the 2007 " swarmed" the number surged to 3,000 boats Enterprise fierce death mark.
All problems have led to a result: the production slowdown, production, conversion, loss, or even bankruptcy.


" Shipyard general loss this year, more than 3,000 Chinese enterprises is estimated that only preserved more than 100, most of them will face bankruptcy, converting the problem, now short of money more." Peng Changqing said.  ( 3000 company out of 100 will be bankruptcy. This is Good  Ship contracts shipbuilding  price will be up )

Nantong COSCO Shipyard Limited Office Yongqing, said many Chinese shipbuilding enterprises suffered a loss, because still " had not much meat in the bowl" playing " price war" , and now almost no money orders.


As the leading boat NACKS enterprises, financial situation a little better. " This year's decline in corporate profits a little, a record profit last year, is ten hundred million (dollars) this year, down a bit, probably (profit) with seven to eight hundred ( 750 million (dollars), not as a loss, but profit down is inevitable. " Peng Changqing said.

Cosco Nantong Still profits  ,dalian  cosco also profits.

 

 
samson
    19-Jul-2013 22:18  
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江 苏 部 分 中 小 船 企 船 舶 订 单 仅 够 维 持 2年

 

 

    中 新 网 南 京 7月 17日 电 “现 在 接 订 单 就 像 喝 毒 药 , 接 多 了 , 死 得 更 快 ”, 南 通 中 远 川 崎 船 舶 工 程 有 限 公 司 党 群 工 作 部 彭 常 青 说 。 即 便 在 中 国 第 一 造 船 大 省 江 苏 、 即 便 是 江 苏 为 数 不 多 仍 在 盈 利 的 龙 头 船 企 , 亦 有 这 样 的 担 忧 。


    “按 现 有 的 生 产 能 力 , 如 不 及 时 补 充 新 船 订 单 , 生 产 任 务 仅 能 维 持 2年 , 部 分 中 小 船 企 面 临 全 部 停 产 的 危 险 。 ”7月 17日 , 江 苏 省 经 济 和 信 息 化 委 员 会 公 布 今 年 上 半 年 江 苏 船 舶 业 统 计 数 字 , 做 出 “警 报 式 ”分 析 。

 
    江 苏 是 中 国 第 一 造 船 大 省 , 代 表 造 船 能 力 的 3个 指 标 : 造 船 完 工 量 、 新 承 订 单 量 、 手 持 订 单 量 占 全 国 比 重 均 超 30%, 占 世 界 比 重 均 超 10%。
    水 涨 船 高 , 水 落 船 低 。 世 界 航 运 业 至 金 融 危 机 后 低 迷 至 今 , 江 苏 也 无 法 独 善 其 身 。
    据 江 苏 省 经 信 委 统 计 , 今 年 上 半 年 , 江 苏 造 船 完 工 量 、 手 持 订 单 同 比 下 降 32.9%、 17.5%, 唯 有 新 承 接 订 单 同 比 增 长 189.7%, 但 这 不 代 表 所 有 船 企 有 普 遍 利 好 。 从 列 入 统 计 的 66家 船 舶 企 业 来 看 , 只 有 23家 企 业 有 新 船 订 单 , 13家 重 点 船 企 中 还 有 2家 没 接 到 “新 活 ”。

 
    “目 前 我 们 所 接 到 的 订 单 , 到 2015年 、 2016年 的 生 产 计 划 已 经 排 满 了 , 我 们 没 有 贷 款 , 不 欠 银 行 的 账 , 还 有 错 位 经 营 (措 施 ), 所 以 抗 风 险 能 力 要 强 些 。 ”站 在 南 通 中 远 川 崎 正 在 建 造 的 13386标 箱 的 集 装 箱 船 前 , 彭 常 青 说 。

 
    订 单 少 只 是 中 国 船 企 面 临 的 一 个 问 题 。 航 运 业 低 迷 , 船 东 变 得 “挑 剔 ”、 压 低 船 价 、 提 高 标 准 , 人 民 币 汇 率 调 整 , 银 行 将 造 船 业 拖 入 放 贷 “黑 名 单 ”……把 2007年 “一 拥 而 上 ”、 数 量 激 增 至 3000家 的 船 企 逼 至 生 死 关 口 。
    所 有 的 问 题 都 导 致 一 个 结 果 : 生 产 放 缓 、 停 产 、 转 产 、 亏 损 , 甚 至 倒 闭 。
    “船 厂 今 年 普 遍 亏 损 , 中 国 3000多 家 企 业 估 计 只 能 保 留 下 来 100多 家 , 大 部 分 将 面 临 破 产 、 转 产 的 问 题 , 现 在 缺 钱 的 比 较 多 。 ”彭 常 青 说 。
    南 通 中 远 船 务 工 程 有 限 公 司 办 公 室 主 任 王 永 清 说 , 中 国 很 多 造 船 企 业 都 亏 损 了 , 由 于 还 在 “本 来 肉 就 不 多 的 碗 里 ”打 “价 格 战 ”, 现 在 的 订 单 几 乎 都 不 赚 钱 。


    作 为 龙 头 船 企 的 南 通 中 远 川 崎 , 财 务 状 况 稍 好 。 “今 年 企 业 利 润 下 降 了 一 点 , 去 年 利 润 创 历 史 新 高 , 是 十 几 个 亿 (元 ), 今 年 下 降 了 一 点 , 大 概 (利 润 )有 七 、 八 个 亿 (元 ), 还 不 至 于 亏 损 , 但 利 润 下 降 是 必 然 的 。 ”彭 常 青 说 。

 
 
samson
    19-Jul-2013 11:05  
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Liaoning Provincial Committee and Party Secretary of Dalian, Dalian COSCO inspections Tangjun

Views: 310 Date :2013-7-10

辽 宁 省 委 常 委 、 大 连 市 委 书 记 唐 军 视 察 大 连 中 远 船 务

July 9, the Liaoning Provincial Committee and Party Secretary of Dalian, Dalian COSCO Tangjun inspections. COSCO Shipyard Group Vice President Lvshi Min, general manager of COSCO Dalian Shipyard high Yongqiang, accompanied by party secretary providers Mau Tangjun his entourage visited Dalian COSCO stuff district berth, 300,000 tons dock production site, deepwater drillship, " Dalian Pathfinder . "

Gao Yongqiang Tangjun reported to Dalian COSCO current production operations and the company's ship repair, shipbuilding, marine engineering of business development. Tang Jun, Dalian COSCO Dalian economic and social development have made great contributions to the affirmative, on the development prospects of COSCO Dalian Shipyard full of hope, and that the Dalian municipal government will continue to focus and actively support the development of COSCO Shipyard for enterprises in the difficulties encountered in the development of reform to give timely coordinate and solve problems. (Zhang Nan / text / photo)

7月 9日 , 辽 宁 省 委 常 委 、 大 连 市 委 书 记 唐 军 视 察 大 连 中 远 船 务 。 中 远 船 务 集 团 副 总 经 理 吕 世 敏 , 大 连 中 远 船 务 总 经 理 高 永 强 、 党 委 书 记 商 振 茂 陪 同 唐 军 一 行 视 察 了 大 连 中 远 船 务 东 西 区 船 台 、 30万 吨 码 头 生 产 现 场 、 深 水 钻 井 船 “大 连 开 拓 者 号 ”。


高 永 强 向 唐 军 汇 报 了 大 连 中 远 船 务 当 前 生 产 经 营 情 况 以 及 公 司 修 船 、 造 船 、 海 洋 工 程 各 业 务 发 展 情 况 。 唐 军 对 大 连 中 远 船 务 对 大 连 经 济 社 会 发 展 做 出 的 巨 大 贡 献 表 示 肯 定 , 对 大 连 中 远 船 务 的 发 展 前 景 充 满 期 望 , 并 表 示 大 连 市 政 府 会 持 续 关 注 并 积 极 支 持 中 远 船 务 的 发 展 , 对 企 业 在 改 革 发 展 中 遇 到 的 困 难 给 予 及 时 协 调 解 决 .

 
 
samson
    19-Jul-2013 10:54  
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招 商 银 行 金 融 租 赁 公 司 总 裁 到 访 南 通 中 远 船 务
Views: 468 Date :2013-6-7
CMB Financial Leasing Company president visited Nantong COSCO Shipyard
June 5, CMB Financial Leasing Co., Ltd. CEO Guo Guang his party visited Nantong COSCO Shipyard. Ni Tao, general manager of COSCO Nantong COSCO Shipyard offshore development center warmly received the visiting Vice President Xu Xiulong guests and introduced the development of offshore business transformation, self-developed technology to deliver multiple high-end marine products situations. The two sides also discussed the current domestic marine market situation and future prospects exchanged views on the future exchanges and enhance business cooperation, promote common development and reached a consensus. (Wong Man Kong, text / photo)

so the cosco support by bank and gov no money problems
 
 
samson
    19-Jul-2013 10:52  
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The world's leading reinsurance company COSCO Qidong marine risk assessment test carried out JH143

Hits: 669 Date :2013-4-17

April 10 to 12, the world's leading reinsurers English Kaelin Group (Catlin) commissioned by the Singapore Matthews Daniel COSCO Qidong Offshore Company conducted a three-day JH143 risk assessment test.

Party secretary Zhu red from the enterprise for several years in improving HSSE system and the ability to enhance risk control work done and the results achieved, the evaluation experts carried out a detailed introduction. COSCO Qidong experts assess the safety culture of marine construction, system construction, major risk control and on-site management and other key aspects of the test system on the company gave a high evaluation, Matthews Daniel praised COSCO Qidong offshore is that they see China best marine equipment manufacturing enterprises.

JH143 shipyard the ship insurance risk assessment provisions. Those who participate in risk insured any shipyard, must implement the provisions of the Agreement. Its main contents include: Shipyard general insurance conditions shipyard lots and environmental risks shipyard building general insurers fire firefighter training and examination preparation and procedures and so on. (Growth period / text Peter Wong Man / photo)

 

 

 
 
samson
    19-Jul-2013 10:19  
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Source: International Ship Network Published :2013 -7-19 9:15:31

Continuing explosion of new ship orders worldwide

 

 

      In the past week, the market conditions improved more confidence to the shipowners, to further increase the amount of new ship orders. According to Piraeus shipbroker Golden Destiny latest weekly report, ordered by last week's order of 45 new vessels, including 15 bulk carriers, eight tankers, four container ships, three refrigerated containers boat, a boat cruise and 12 special, with a total capacity of 4,009,400 tons. 14 transactions have not yet ascertain the contract price, the other 31 orders total investment cost of approximately $ 3.9 billion.
    Compared with a year ago last week, the amount of orders grew 282%. Among them, the bulk area of the ship the most active, invested capital over 443 million U.S. dollars. The tanker realm invested capital of approximately $ 243 million. In all new orders, bulk orders, 33%, 18% tankers, gas carriers, 4%, 9% of container ships, special vessels accounted for 27%. In the last year, it was reported a total of 17 new orders, including orders for bulk carriers and special vessels up, each with seven new orders. Compared to last week, tanker orders increased significantly, while orders for bulk carriers and container ships, respectively, when compared with the same period last week, a decrease of 17% and 34%. In input costs, the field of special vessels up to invested capital, 39% of the total input costs. Gas carriers accounted for 17% of the input costs, container ship investment accounted for 11%.


      In a separate report, shipbroker Clarkson Hellas said this week, in the field of oil tankers, Frontline 2012 COSCO Zhoushan 4 +2 custom-made orders ship 111,000 dwt product tankers, the price is about 4500 per vessel million U.S. dollars, will be delivered in early 2015. And this week, similar to other orders, the orders had also signed a few months ago, but until now has just been published. Dalian COSCO also received a call from an Asian shipowners a 22,000 dwt product tanker orders will be delivered in October 2014, buyers specific information is not clear. Dalian is also NACKS order custom-made 1 +1 320000 dwt VLCC vessels vessels will be delivered in 2015. The order signed by the end of 2012, only recently disclosed.


      In the field of container ship, Hong Kong Asset Management (HKAM) at Daewoo Shipbuilding orders custom-made 3 18000TEU container ships, each ship price of approximately $ 140.5 million, will be delivered in early 2015. Mediterranean Shipping Company will lease three new vessels this. Leased by the same MSC Bank Financial Leasing was also under a single custom-made 6 9400TEU container ships, which, four built by the Jiangnan Changxing Shipbuilding, another two by the Jiangnan Shipyard, will be delivered from 2015, Every ship price of about $ 82 million. Dole Food Company in the United States Hyundai Mipo shipbuilding orders has ordered three 1540TEU refrigerated container ships, each ship price of about $ 55 million, will be delivered to the fourth quarter of 2015.


Golden Destiny said South Korea signed a total of 10 copies of shipowners large bulk carrier orders, Greek shipowners to sign five copies. China Hong Kong Shipowners tend VLCC vessels and 18330TEU custom-made super-Panamax container vessels.
    More specifically, in the dry bulk market, reportedly ordered by the new ship orders of 15, 17 percent less than last week, but more than 114 percent increase over the same period last year, there were only seven new vessels. Input costs more than 443 million U.S. dollars. Among them, the most active is the Capesize bulk carriers, a total of seven new ship orders. Among them, Hanjin Heavy Industries Hyundai Merchant orders in the construction of four 150,000 dwt bulk carriers, each ship price of about $ 45 million, of which three are for the Australian coal trading KEPCO ordered nine Capesize bulk carriers part. The other one is not part of this project. Greece Oceanbulk in Dalian COSCO Kawasaki orders custom-made 2 205 000 dwt bulk carriers. Korea Polaris Shipping Samho Heavy Industries in modern custom-made orders of a 207,000 dwt bulk carrier, the price is about $ 50 million.

 

 

 
samson
    18-Jul-2013 22:54  
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Singapore yards may benefit from China shipbuilding woes. Keppel Corp Ltd (NEUTRAL, TP SGD 11.21) and Sembcorp Marine Ltd (NEUTRAL, TP SGD 4.65), the world's top offshore rig-makers, stand to be among the winners from Beijing's moves to tighten credit amid a downturn at China's shipyards. The two companies have been under huge pressure from Chinese yards offering enticing payment terms, price discounts and help with financing. That may change as Beijing moves to cut credit to industries plagued with overcapacity. New ship orders for Chinese builders fell by about half last year amid a global shipping downturn. The credit crunch at Chinese shipyards will strengthen the negotiating powers of Keppel Corp and Sembcorp Marine with customers who use Chinese yards’ terms to negotiate for better prices. China leads the global orderbook for mobile drilling units, which include jackups, semi-submersibles, drillships, drilling barges and tender rigs, with a total of 56 units on order, followed by South Korea (55) and Singapore (42) as of early June, according to data from Clarkson Research Services. We currently have a NEUTRAL rating on both Keppel and Sembcorp Marine as their EPS outlook for the next two years is flat, which does not justify more than the mid-cycle valuations their stocks are currently priced at. Excess yard capacity globally and loose supply conditions for key equipment continue to keep a ceiling on rig prices. (Business Times, OSK-DMG)
 
 
samson
    18-Jul-2013 17:18  
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currently the problems is cosco brother company cosco shipping  中 远 航 运 - 2Q also lose money , if Q3 and Q4 not return to profits then will need to delister from china exchange .

so they sales off the cosco logistic to mother company cosco group.

hope this Q3 and Q4 can made profits.

cosco corp the ship bulider is make money , only the shipping not make money, over all still profits Q2
 
 
samson
    18-Jul-2013 17:08  
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  this news is not just comfirm ,X-Drill drill ship - if Cosco can get this contract then it is the biggest single OffShore order Cosco had win.

due to x-drill is the small  loan from bank is very hard.
 
 
Hawkeye
    18-Jul-2013 14:20  
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Cosco do not take in small contracts, Yangzijiang take in small and big contracts as long as profit margin above 20 percent.

Big contracts normally are smaller profit margin. But Cosco take in mostly Off Shore - Energy related orders which has higher profit margin. Now there are a lot of OffShore contracts.

Waiting if Cosco can pen in a USD1.5billion US X-Drill drill ship - if Cosco can get this contract then it is the biggest single OffShore order Cosco had win.

unique6      ( Date: 18-Jul-2013 12:40) Posted:





even if Cosco wins a few more small contracts, the overhead costs are high. old book orders being worked on and delivered and  slower new orders for future

unique6      ( Date: 18-Jul-2013 12:35) Posted:





But the Chinese economy is slowing down and the shipping industry not great. Do you think there will be more contracts in next 1-2 years


 
 
samson
    18-Jul-2013 14:19  
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全 省 现 有 造 船 产 能 一 半 闲 置 , 这 已 连 带 影 响 到 钢 铁 、 机 电 等 上 游 行 业 。 除 总 量 过 剩 , 还 存 在 结 构 性 过 剩 : 先 进 制 造 能 力 不 足 , 高 端 船 舶 订 单 比 重 偏 低 ; 低 端 产 能 过 剩 严 重 , 占 据 大 量 资 金 、 土 地 、 岸 线 等 稀 缺 资 源 , 制 约 了 经 济 转 型 。

    一 直 以 来 , 船 台 、 船 坞 被 认 为 是 船 企 的 必 备 设 施 , 但 南 通 太 平 洋 海 洋 工 程 有 限 公 司 打 破 常 规 。 “传 统 船 舶 建 造 处 于 价 值 链 低 端 , 我 们 不 直 接 涉 及 船 壳 建 造 , 将 更 多 资 源 用 来 研 发 和 制 造 核 心 部 件 。 ”太 平 洋 海 工 首 席 运 营 官 颜 正 云 说 , 新 建 一 个 配 套 完 善 的 船 坞 需 4-5亿 元 , 前 期 投 入 和 后 期 折 旧 很 大 。 周 边 的 中 小 型 船 厂 正 好 闲 置 , 利 用 其 船 坞 , 既 能 节 省 投 资 , 还 能 盘 活 存 量 资 源 。

    太 平 洋 海 工 已 收 购 当 地 一 家 船 厂 45%的 股 份 , 派 技 术 人 员 指 导 生 产 , 这 家 船 厂 起 死 回 生 。 近 期 他 们 还 将 租 借 当 地 另 一 家 船 厂 的 船 坞 生 产 钻 井 平 台 。 轻 装 上 阵 , 太 平 洋 海 工 销 售 收 入 从 2010年 的 1.4亿 元 增 至 去 年 的 13亿 元 。

    相 关 机 构 预 计 , 此 轮 造 船 业 低 谷 期 , 预 计 70%-80%的 中 小 船 厂 破 产 倒 闭 。 记 者 调 查 发 现 , 少 部 分 中 小 船 厂 正 在 开 拓 渔 船 市 场 、 转 产 桥 梁 钢 结 构 等 非 船 领 域 , 实 现 保 本 经 营 , 个 别 还 能 有 微 利 。

    国 务 院 正 在 制 定 造 船 行 业 过 剩 产 能 化 解 方 案 , 基 本 原 则 是 淘 汰 、 整 合 并 举 , 前 10家 船 企 产 能 占 比 增 至 70%以 上 , 5家 以 上 船 企 进 入 世 界 前 10强 。 我 省 提 出 , 力 争 到 2015年 全 省 打 造 5家 主 业 突 出 、 核 心 竞 争 力 强 、 带 动 作 用 大 的 船 舶 和 海 工 装 备 总 包 企 业 , 1-2家 进 入 世 界 前 10强 ; 优 化 南 通 (COSCO NATONG)、 泰 州 、 扬 州 产 业 布 局 , 力 争 3市 船 舶 产 业 集 聚 度 超 过 90%。

    “只 要 大 海 不 干 , 就 需 要 航 运 就 有 造 船 人 机 会 。 江 苏 造 船 业 份 额 占 全 国 1/3、 全 球 1∕ 10, 这 样 一 个 高 端 、 朝 阳 产 业 没 理 由 不 好 好 发 展 。 ”在 上 月 召 开 的 苏 中 会 议 上 , 省 领 导 如 此 强 调 。 尽 管 全 行 业 信 贷 紧 缩 , 但 省 有 关 部 门 仍 在 协 调 金 融 机 构 对 船 舶 企 业 兼 并 重 组 、 海 外 并 购 及 骨 干 船 厂 转 型 给 予 支 持
 
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