日本海事新聞ニュース Japan Maritime Daily May 12, 2025 (Mon)

‌【Current of Japanese shipowners】Wait and see for China built-bulker, some still search cheaper China-built vessel

　“With the U.S. announcing its plan to impose port entry fees on Chinese-built ships, it is certain ・・・ 続きはログインして下さいnext %E3%80%80%E2%80%9CWith+the+U.S.+announcing+its+plan+to+impose+port+entry+fees+on+Chinese-built+ships%2C+it+is+certain+that+Japanese+ship+owners+will+tone+down+their+efforts+to+explore+newbuilding+program+of+bulkers+at+Chinese+shipyards+for+the+time+being.%E2%80%9C%3Cbr%3E%E3%80%80At+the+end+of+last+month%2C+just+before+the+Golden+Week+holidays.+Several+shipping+industry+insiders+who+responded+to+telephone+interviews+made+this+statement.+However%2C+shortly+thereafter%2C+on+May+2%2C+news+contrary+to+that+expectation+came+in.%3Cbr%3E%E3%80%80Kasuga+Kaiun+%28President+Toshioki+Akase%29%2C+a+Japanese+ship+owner+based+on+Hakatajima+%28Imabari+City%2C+Ehime+Prefecture%29%2C+has+placed+an+order+for+two+additional+64%2C100-dwt+%2864-type%29+bulkers+with+the+Chinese+privately-owned+New+Dayang+Shipbuilding.%3Cbr%3E%E3%80%80%E2%96%A0+Special+circumstances+of+the+vanguard%3Cbr%3E%E3%80%80Regarding+the+port+entry+fee+system+announced+by+the+Office+of+the+United+States+Trade+Representative+%28USTR%29+on+April+17%2C+many+people+involved+in+the+dry+cargo+market+are+of+the+opinion+that+%E2%80%9Cfor+Chinese-built+ships+owned+and+operated+by+shipping+companies+outside+of+China%2C+small+and+medium-sized+bulkers+of+under+80%2C000+dwt+and+port+calls+in+ballast+%28empty%29+state+are+exempt+from+the+levy%2C+so+the+impact+will+be+limited%E2%80%9C+%28a+Japanese+ship+owner+official%29.%3Cbr%3E%E3%80%80Meanwhile%2C+the+Trump+administration+has+been+making+increasingly+frequent+changes+to+its+tariff+policy%2C+and+even+though+small+and+medium-sized+bulkers+built+in+China+and+owned+by+Japanese+shipowners+are+not+currently+subject+to+tariffs+under+the+port+entry+fee+system%2C+%E2%80%9Cthey+have+no+choice+but+to+be+wary+that+a+sudden+change+in+the+system+could+make+Japanese-owned+ships+subject+to+it%2C%E2%80%9C+according+to+a+trading+company+shipping+department.%3Cbr%3E%E3%80%80As+a+result%2C+Japanese+ship+owners+have+become+even+more+cautious+about+Chinese+construction+following+the+announcement+of+the+introduction+of+the+U.S.+port+entry+fee+system%2C+and+it+is+expected+that+%E2%80%9Cnewbuilding+negotiations+with+Chinese+shipyards+will+remain+stagnant+for+the+time+being%E2%80%9C+%28Same+as+above%29.%3Cbr%3E%E3%80%80In+fact%2C+the+trend+of+Japanese+ship+owners+looking+to+have+newbuilding+program+of+ships+at+Chinese+shipyards%2C+which+had+been+gradually+increasing+since+the+beginning+of+last+year%2C+has+slowed+since+last+summer+as+short+delivery+ships+were+sold+out+in+China+as+well.+Even+now%2C+it+was+thought+that+there+were+almost+no+shipowners+that+were+specifically+considering+ordering+bulkers+from+China.%3Cbr%3E%E3%80%80In+this+situation%2C+can+Kasuga+Kaiun%E2%80%99s+additional+orders+to+China+be+considered+an+%E2%80%9Cexceptional+move%E2%80%9C%3F%3Cbr%3E%E3%80%80Kasuga+Kaiun+has+built+all+of+its+small+and+medium-sized+bulkers%2C+the+core+of+its+fleet%2C+in+Japan%2C+but+having+recognized+the+high+quality+and+cost+competitiveness+of+Chinese-built+ships%2C+it+placed+an+order+for+two+Type+64+vessels+with+New+Dayang+Shipbuilding+in+January+last+year.+This+attracted+attention+in+the+industry%2C+with+one+shipping+broker+saying%2C+%E2%80%9CAn+order+for+a+new+ship+by+an+Imabari+shipowner+to+an+independent+Chinese+shipyard+is+almost+unprecedented%2C+except+for+a+few+very+large+owners.%E2%80%9C%3Cbr%3E%E3%80%80Since+the+shipowner+decided+to+carry+out+its+first+newbuilding+program+in+China%2C+it+has+come+to+light+that+within+the+last+year+it+has+ordered+another+vessel+of+the+same+type+from+New+Dayang+Shipbuilding%2C+as+well+as+two+Type+40+vessels+from+the+Chinese+privately-owned+Jiangmen+Nanyang+Ship+Engineering+%28JNS%29.+In+other+words%2C+Kasuga+Kaiun+can+be+said+to+be+at+the+forefront+of+Japanese+ship+owners%E2%80%99+shift+to+Chinese+construction.%3Cbr%3E%E3%80%80A+shipping+broker+makes+a+sharp+point.%3Cbr%3E%E3%80%80%E2%80%9CWhile+Japanese+ship+owners%E2%80%99+construction+of+bulkers+at+Chinese+shipyards+is+likely+to+stagnate+for+the+time+being%2C+Kasuga+Kaiun+may+have+decided+to+place+an+order+due+to+%E2%80%99special+circumstances+of+being+at+the+forefront%E2%80%99%2C%E2%80%9C+said+a+Tokyo-based+broker.%3Cbr%3E%E3%80%80What+does+that+mean%3F%3Cbr%3E%E3%80%80%E2%96%A0+Cancellation+suspected%3Cbr%3E%E3%80%80According+to+multiple+sources%2C+New+Dayang+Shipbuilding+had+accumulated+orders+by+last+summer+and+extended+its+gantt+chart+until+the+second+half+of+2028.+In+fact%2C+as+of+fall+of+last+year%2C+future+delivery+for+July-September+or+October-December+2028+had+been+offered+to+Japanese+ship+owners.+In+contrast%2C+the+delivery+date+for+the+two+additional+64-type+bulkers+that+Kasuga+Kaiun+has+recently+ordered+from+New+Dayang+Shipbuilding+is+earlier+than+that%2C+April-June+period+of+2028.%3Cbr%3E%E3%80%80The+shipping+broker+continues.%3Cbr%3E%E3%80%80%E2%80%9CSince+February%2C+when+the+USTR+announced+its+proposal+to+impose+sanctions+on+Chinese-built+ships+entering+ports%2C+there+have+been+reports+that+some+of+the+large+orders+for+Ultramax+bulkers+that+New+Dayang+Shipbuilding+had+received+from+overseas+shipowners+have+been+canceled.+The+vacant+near-term+slipway+was+preferentially+allocated+to+Kasuga+Kaiun%2C+which+is+the+first+Japanese+shipowner+to+place+an+order+with+New+Dayang+Shipbuilding+and+has+been+recognized+as+a+friendly+shipowner.%E2%80%9C+%28Same+as+above%29%3Cbr%3E%E3%80%80High-quality+Chinese+yards+where+Japanese+shipowners+can+build+bulkers+are+currently+extending+their+gantt+charts+generally+into+the+second+half+of+2028.+If%2C+in+the+future%2C+construction+contracts+at+these+shipyards+start+to+be+terminated+due+to+the+introduction+of+U.S.+port+entry+fees%2C+and+soon-to-be+slipways+become+available%2C+will+there+be+any+Japanese+ship+owners+willing+to+place+orders%3F%3Cbr%3E%E3%80%80A+person+related+to+a+trading+company+gave+his+testimony%2C+but+he+prefaced+it+by+saying+that+they+were+in+the+minority.%3Cbr%3E%E3%80%80%E2%80%9CThere+are+some+shipowners+who+have+stated+that+they+will+proceed+with+placing+orders+if+the+new+shipbuilding+price+of+Chinese-built+ships+suddenly+drops%2C%E2%80%9C+said+the+trading+company+shipping+department.%3Cbr%3E%E3%80%80The+details+of+the+U.S.+port+entry+fee+system+for+Chinese-built+ships+have+not+been+made+public%2C+and+given+the+Trump+administration%E2%80%99s+tough+stance+toward+China%2C+it+is+possible+that+it+will+be+strengthened+in+the+future.+Under+these+circumstances%2C+some+are+predicting+that+if+Japanese+and+foreign+shipowners+start+canceling+existing+orders+for+ships+from+China+or+continue+to+hesitate+about+placing+future+orders%2C+the+prices+of+ships+ordered+from+Chinese+shipyards+will+fall.%3Cbr%3E%E3%80%80Regarding+the+reason+for+the+decision+to+place+an+additional+order+with+New+Dayang+Shipbuilding%2C+Kasuga+Kaiun+President+Akase+said%2C+%E2%80%9CWith+new+shipbuilding+prices+currently+on+a+softening+trend%2C+we+decided+that+this+was+a+good+opportunity+to+make+additional+investments.%E2%80%9C%3Cbr%3E%E3%80%80New+shipbuilding+prices+for+bulkers+have+been+softening+since+before+February+of+this+year%2C+when+the+United+States+announced+its+proposal+to+impose+port+entry+fees+on+Chinese-built+ships%2C+and+it+is+unclear+whether+the+prices+of+Chinese-built+ships+have+fallen+further+in+response+to+the+introduction+of+the+U.S.+port+entry+fee+system.%3Cbr%3E%E3%80%80Last+year%2C+China%E2%80%99s+shipbuilding+industry+accounted+for+approximately+70%25+of+new+ship+orders+worldwide%2C+and+its+construction+volume+exceeded+50%25.+The+pace+of+expansion+in+recent+years+has+been+tremendous%2C+with+a+succession+of+dormant+yards+being+reopened+and+factory+construction+plans+being+planned.%3Cbr%3E%E3%80%80In+light+of+this%2C+there+is+a+strong+voice+in+the+shipping+industry+that%2C+%E2%80%9CAside+from+Japanese+non-operating+owners%2C+global+shipping+companies+cannot+stop+construction+at+Chinese+shipyards%2C+which+now+account+for+70%25+of+orders%2C+even+if+the+U.S.+port+entry+fee+system+will+have+a+certain+impact+on+calls+at+U.S.+ports.%E2%80%9C%3Cbr%3E%E3%80%80However%2C+even+in+China%E2%80%99s+once+seemingly+solid+shipbuilding+industry%2C+an+uneasy+atmosphere+has+begun+to+spread+due+to+the+policies+of+the+Trump+administration+that+have+targeted+ships+built+in+China.%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

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