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 is one of the most prolific writers on the diverse China shipping & logistics industry and his access to the major maritime players with business in China has proved an invaluable source of exclusives. Having been working at Asia Shipping Media since inception, Jason is the chief correspondent of Splash and associate editor of Maritime CEO magazine. Previously he had written for a host of titles including Supply Chain Asia, Cargo Facts and Air Cargo Week.

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