The shipbuilding industry is one of the most important manufacturing and pillar industries in South Korea, and it is also a major exporter of South Korea's foreign trade, bringing a huge trade surplus to South Korea every year. In the past few years, the export value and foreign trade surplus of the Korean shipbuilding industry have ranked first among the seven major export industries in South Korea. The amount fell below $40 billion. Therefore, the trend of the shipbuilding market affects South Korea's sensitive "economic nerves". Every year at the end of the year and the beginning of the year, the "cloudy, sunny and warm" of the shipbuilding market has become a hot spot for analysis and forecasting in the Korean industry.
Prediction: The ship market is expected to improve, but it is still sluggish in the short term
The Korean financial industry and related industries are generally cautious about the outlook of the international shipbuilding market in 2013, but most of them believe that the shipbuilding market in 2013 will be better than that in 2012. The "Weather Map" of South Korea's pillar export industries in 2013 published by the Korea International Trade Association shows that the shipbuilding industry was "rainy" in 2012 and "cloudy" in 2013, and the weather level has risen to a higher level. According to the analysis of the National Economic Association of Korea, a consortium of large enterprises in South Korea, although the shipbuilding and shipping market will turn a little better than in 2012, it is still difficult to get out of the shadow of the slow growth of the world economy and the European debt crisis. Market analysts and researchers of several major securities companies in South Korea believe that although the ship market may be slightly improved, the overall sluggish state of the shipbuilding industry will continue, and the number of orders placed in the market will increase slightly compared with 2012. The total number of ship orders in hand may fall, the current situation of low ship prices is difficult to change, and the market value of listed stocks of South Korean shipping companies may decline.
According to a research conducted by ENGIDE, a South Korean securities industry intelligence information company commissioned by the Chosun Ilbo, the profits of large South Korean shipping companies will decline in 2013. The study believes that due to the European financial crisis will cause the EU member states to experience negative economic growth, the financing capacity of Europe, which is the center of the international ship financing market, continues to shrink, which will make it difficult for new ship orders to increase significantly. The Korea Chamber of Commerce and Industry believes that several large South Korean shipbuilding companies will strengthen their efforts to capture the market in the fields of offshore equipment and liquefied natural gas (LNG) carriers, and the global oil and gas development, especially the large-scale development of shale gas and natural gas in the United States, will Drive the increase in orders for LNG ships.
In contrast, the market outlook of South Korea's large shipbuilding companies is called "cautious" by the South Korean media. Lee Jae-sung, general manager of Hyundai Heavy Industries, said: "The economic downturn in developed countries will continue, the economic growth of developing countries will also slow down, and the world economy will enter a stage of low growth, which makes our business environment more difficult; shipbuilding It is difficult for the market in the main sectors such as the market to get out of the downturn in the short term."
The chairman of the Korea Shipbuilding Association is concurrently served by Ko Jae-ho, general manager of Daewoo Shipbuilding. On January 10, the Korea Shipbuilding Association held the 2013 New Year Group Meeting of the Korean Shipbuilding Industry. Gao Jae-ho expressed his outlook on the prospects of this year's international shipbuilding market at the group meeting. The world economy has entered a stage of low-speed growth, and the growth of international trade has slowed down greatly. In the past few years, the average annual growth rate of world trade was around 6%. Last year and this year, the growth rate will fluctuate around 2.5~2.6%. This will inevitably lead to a slowdown in the growth rate of logistics in the shipping market, which will directly affect the shipbuilding sector. He said: "It is expected that this year will be the most difficult year for South Korea's ship exports and new ship orders since the financial crisis. The overall market environment prevents us from lifting the 'tension' and cannot relax in the slightest."
In addition to the above-mentioned two major shipbuilding companies, the Korean shipping industry's forecast for this year's market is that although the world economy is sluggish, it may start to improve in the second half of the year. Therefore, the shipbuilding market is very likely to show a trend of "low before and high"; merchant ships Although the shipping capacity is surplus, the market for energy-saving and environmentally friendly merchant ships is optimistic, and Korean shipping companies have certain technological advantages over their competitors in this field. Therefore, Korean shipping companies are looking forward to receiving orders for energy-saving and environmentally friendly merchant ships. The shipbuilding industry has great confidence in receiving orders for offshore engineering equipment.
In the domestic manufacturing industry, especially in the industrial fields of assembly, dispensing, handling, and welding, the application of robots has become a hot spot and a major trend. Some well-known companies have begun to apply robots in large numbers, including Huawei, ZTE, BYD, etc. Foxconn also suspended recruitment and developed a million-robot strategy. All this shows that my country's robots are approaching the manufacturing industry, and will become a major development trend.
In addition, the State Council issued the "Twelfth Five-Year Plan for the Development of National Strategic Emerging Industries", which also promoted the development of the Chinese market. In hospitals, homes and some service industries, robots are used to speed up industrial upgrading. This huge market has also attracted the attention of domestic and foreign companies.
Although my country's robot application field is broad, but looking at my country's robot field, 80% of the market share is still occupied by multinational companies. This market, which needs to be broken urgently and has such potential, is also a good opportunity for the development of Chinese enterprises. At present, governments in many places have issued corresponding policies, including Shanghai, Kunshan, Tangshan, Chongqing, etc., to introduce R&D and manufacturing enterprises, vying to build the local robot industry and snatch the robot market.
The use of industrial robots in my country is increasing day by day, and the demand for robots in the market has increased significantly. It is expected to reach 35,000 units in 2015, becoming the world's largest market. In addition, my country's current structural shortage of labor and rising labor costs in manufacturing are all driving the development of my country's robot industry. The demand for transformation and upgrading of the manufacturing industry has enabled the accelerated development of industrial robots.
At present, robots are mainly used in the manufacturing industry, in addition to the field of coal mine brick making, concrete machinery industry, hospitals, households and some service industries, military, scientific research and aerospace and other fields. Although my country's robot industry will develop rapidly, due to insufficient autonomy in key parts of robots, such as servo motors, reducers, controllers, sensors, etc. of key parts, this will be a challenge that the development of my country's robot industry must face.