dbg

日本海事新聞ニュース Japan Maritime Daily Mar 03, 2025 (Mon)

‌【Current of Japanese shipowners】US government puts pressure on Chinese shipyards

　“The pressure from the U.S. government on Chinese shipyards could be a boon for the Japanese shipbu ・・・ %E3%80%80%E2%80%9CThe+pressure+from+the+U.S.+government+on+Chinese+shipyards+could+be+a+boon+for+the+Japanese+shipbuilding+industry.+However%2C+Japanese+shipbuilding+companies%E2%80%99+slipways+are+currently+booked+for+quite+some+time+to+come+and+are+not+in+a+position+to+expand+orders.+At+the+moment+there+is+no+momentum+to+take+advantage+of+this+opportunity.%E2%80%9C+%3Cbr%3E%E3%80%80A+trading+company+official+said+this+over+the+phone+in+late+February.+%3Cbr%3E%E3%80%80On+February+21%2C+the+Office+of+the+United+States+Trade+Representative+%28USTR%29+proposed+imposing+port+entry+fees+of+%24500%2C000+to+%241.5+million+per+ship+on+Chinese-operated+ships%2C+Chinese-built+ships%2C+and+shipping+companies+ordering+new+ships+from+Chinese+shipyards.+After+soliciting+public+comments%2C+a+public+hearing+is+scheduled+for+March+24th.+%3Cbr%3E%E3%80%80Grain+market+participants+estimate+that+if+a+%241+million+port+fee+were+imposed+on+medium-sized+bulkers%2C+it+would+increase+costs+by+more+than+%2410+per+ton+of+grain.+In+other+words%2C+the+use+of+Chinese+shipping+companies+and+shipyards+will+dramatically+reduce+the+competitiveness+of+U.S.+grain.+%3Cbr%3E%E3%80%80%E2%96%A0+Business+opportunities+in+ship+finance+%3Cbr%3E%E3%80%80Although+many+have+questioned+the+feasibility+of+the+USTR%E2%80%99s+latest+proposal%2C+it+has+become+clear+that+the+Trump+administration+is+targeting+shipping+and+shipbuilding+industries%2C+which+are+critical+infrastructure%2C+as+part+of+its+efforts+to+contain+China.+%3Cbr%3E%E3%80%80China+accounted+for+70%25+of+global+new+ship+orders+in+2024%2C+far+ahead+of+Japan%E2%80%99s+9%25+and+South+Korea%E2%80%99s+16%25.+The+momentum+for+placing+orders+with+China+has+been+increasing+rapidly+over+the+past+one+or+two+years%2C+with+some+Japanese+shipowners+also+starting+to+place+orders+with+China.+%3Cbr%3E%E3%80%80The+Trump+administration+appears+to+have+poured+cold+water+on+this+rising+momentum.+Investors+reacted+sensitively%2C+with+shares+in+Singapore-listed+Chinese+privately-owned+shipyard+Jiangsu+New+Yangzi+Shipbuilding+falling+25%25+in+the+week+since+February+21.+%3Cbr%3E%E3%80%80A+trading+company+source+pointed+out%2C+%E2%80%9CEven+before+the+port+fee+changes+were+announced%2C+some+European+shipping+companies+were+of+the+potential+risk+of+sanctions+against+China+and+were+showing+signs+of+being+cautious+about+using+Chinese+leasing+companies.%E2%80%9C+%3Cbr%3E%E3%80%80Japanese+shipyards+currently+have+limited+order+capacity%2C+but+in+the+ship+financing+field%2C+there+is+a+possibility+that+an+increasing+number+of+European+and+Asian+shipowners+will+turn+their+attention+to+JOLCO+%28Japanese+Operating+Lease+with+Call+Option%29+and+sale+and+leaseback+%28S%26LB%2C+re-chartering+a+ship+after+sale+and+purchase%29+with+Japanese+shipowners.+%3Cbr%3E%E3%80%80%E2%96%A0+Growth+direction+of+trading+companies+%3Cbr%3E%E3%80%80In+mid-to-late+February%2C+many+leading+shipowners+from+Europe+and+Asia+flocked+to+Japan+to+attend+the+ceremony+commemorating+the+construction+of+3%2C000+vessels+at+Imabari+Shipbuilding.+%3Cbr%3E%E3%80%80%E2%80%9CThe+first+topic+that+came+up+in+my+meeting+with+the+head+of+an+overseas+shipowner+was+what+would+become+of+Sojitz%E2%80%99s+shipping+division.%E2%80%9C+%3Cbr%3E%E3%80%80That%E2%80%99s+how+a+ship+finance+insider+looked+back+on+meetings+held+over+a+recent+week.+%3Cbr%3E%E3%80%80In+early+February%2C+Sojitz+established+a+wholly+owned+subsidiary%2C+%E2%80%9CSojitz+Senpaku%E2%80%9D+%28capital+of+100+million+yen%29.+The+company+plans+to+take+over+the+%E2%80%9Cship+trading+business%E2%80%9D+%28sales+of+3.6+billion+yen+for+the+fiscal+year+ending+March+2024%29%2C+which+consists+of+brokerage+of+new+ships%2C+secondhand+vessels%2C+chartering+ships%2C+S%26LB%2C+cargo+transportation%2C+and+ship+management%2C+by+the+end+of+March.+%3Cbr%3E%E3%80%80The+company+has+made+clear+its+intention+to+consider+business+partnerships+with+other+companies+in+order+to+expand+the+scale+of+its+business+in+the+future%2C+and+is+considering+transferring+part+of+its+shares+in+Sojitz+Senpaku+to+other+companies.+%3Cbr%3E%E3%80%80%E2%80%9CIt%E2%80%99s+attracting+a+lot+of+attention+on+which+companies+will+it+partner+with%2C+and+how+they+will+envision+the+new+trading+company+shipping+division.%E2%80%9C+%28Japanese+ship+owner+source%29+%3Cbr%3E%E3%80%80The+shipping+divisions+of+general+trading+companies+such+as+Sojitz+are+now+exploring+new+avenues+for+growth.+%3Cbr%3E%E3%80%80With+general+trading+companies+setting+high+profit+targets+across+the+board%2C+the+shipping+division+is+also+expected+to+produce+consistently+high+profits+every+year.+However%2C+the+shipping+industry+is+subject+to+long+cycles+of+prosperity+and+recession%2C+and+a+long-term+vision+is+essential%2C+such+as+enduring+a+few+years+of+recession+while+purchasing+cheap+ships+and+then+making+big+profits+during+the+boom+years.+In+other+words%2C+the+nature+of+the+business+makes+it+difficult+to+achieve+steadily+increasing+profits+every+year.+%3Cbr%3E%E3%80%80In+addition%2C+it+is+difficult+for+trading+company+shipping+departments+to+make+large+profits+solely+from+brokerage+fees+for+new+and+secondhand+vessels.+However%2C+many+trading+companies+are+cautious+about+taking+risks+such+as+investing+in+their+own+ships%2C+due+to+their+experience+of+suffering+huge+losses+in+their+ship-owning+businesses+during+past+recessions.+%3Cbr%3E%E3%80%80A+source+in+the+ship+finance+industry+said%2C+%E2%80%9CIf+you+don%E2%80%99t+take+risks%2C+you+won%E2%80%99t+make+big+profits.+Especially+now%2C+in+an+era+of+inflation%2C+simply+owning+a+ship+means+rising+costs+and+increasing+losses.%E2%80%9C+%3Cbr%3E%E3%80%80Although+trading+company+shipping+departments+have+excellent+human+resources+and+global+networks%2C+they+continue+to+find+it+difficult+to+move+forward.+In+this+context%2C+Sojitz+has+announced+that+it+will+separate+its+ship+trading+business+and+seek+to+form+a+joint+venture+with+a+new+partner.+%3Cbr%3E%E3%80%80For+European+and+Asian+shipowners%2C+trading+company+shipping+departments+have+a+long+history+of+collaboration+as+a+gateway+to+Japan%E2%80%99s+maritime+industry.+For+this+reason%2C+we+are+watching+with+anticipation+to+see+where+Sojitz+Senpaku%E2%80%99s+new+vision+takes+us.+%3Cbr%3E%28Japanese+ship+owners+coverage+team%29+%3Cbr%3E%3D+Posted+every+other+Monday+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E

この記事を印刷する
Print
【国内船主の今】(388)米政府、中国造船に圧力。双日船舶 新たな姿は
2025/03/03(月)
日本海事新聞 JMD


関連記事ニュース Related news

デバッグエリア

　～　
title_ja=　 title_en=　

↑