日元下跌冲击中国船厂

首尔:韩国J P Morgan的一位韩国分析师称日元汇率下跌对中国船厂的威胁加大。

Lee Sok-Je指出“日元对人民币汇率跌到20年来的低谷状态,中国船厂和日本船厂的产品基本相同,日元贬值对中国船厂来说是最大的威胁。”

Lee认为中国散货船的二手船交易市场有20%到30%的折扣,但和日本的船舶相比更贵,而在新造船市场有10%的差别。

Lee认为中国船厂需要将造船价格降低10%或者更多来维持在新造船市场的竞争力。

中日船厂的散货船订单都占各自全国总订单的一半以上。

据Splash四月底发布的一份报告,另一个让日本船厂更有竞争力的原因是东京的融资更容易。

Jason Jiang

Jason worked for a number of logistics firms following his English degree, then switched this hands-on experience to writing and has since become one the most prolific writers on the diverse China logistics industry writing for a host of titles including Supply Chain Asia, Cargo Facts and Air Cargo Week. Jason’s access to the biggest shippers with business in China has proved an invaluable source of exclusives.

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