高盛:全球造船业将在2032年前进入升级周期,主要扩张来自中国造船厂

华尔街见闻
Sep 02, 2025

一份来自高盛的最新报告指出,全球造船业正迎来一个长达数年的升级周期,中国造船厂将在其中扮演核心角色。 高盛9月2日的报告预测,在环保法规、船队老化和贸易增长的共同推动下,全球造船业正进入一个可能持续到2032年的“多阶段、长期上行周期”,并带来价值1.2万亿美元的新船订单。在此轮扩张中,中国造船厂将主导全球产能增长。 我们看好造船业的长期上行周期,并认为环保要求和老旧船队的替换需求将是关键的长期...

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