Shipbuilding - China: Shipyard Chartbook #6: 1H26 order 74% of FY25 full year with VLCC historical high

研报英文原文证据摘录

Shipbuilding - China: Shipyard Chartbook #6: 1H26 order 74% of FY25 full year with VLCC historical high

Exhibit 1: The new orders remained robust in June and July

Global yards new order summary in June and July 2026

Yard Ship type TEU/DWT/Cu.M Units Owner Reported

HD Hyundai VLGC 90,000 1 Dorian LPG 6/23/2026

Dajing Heavy Bulker 40,400 2 EOS Shipping and Trading 6/22/2026

Dajing Heavy Bulker 64,500 2 EOS Shipping and Trading 6/22/2026

HD Hyundai Product tanker 50,000 2 Metrostar Mgmt 6/22/2026

New Hantong Bulker 82,000 4 Erasmus Shipinvest 6/19/2026

Huangpu Wenchong Containership 5,300 3 Jiangsu Ocean Shipping 6/18/2026

Huangpu Wenchong Containership 6,200 4 Global Ship Lease 6/18/2026

Huangpu Wenchong Containership 6,400 6 Peter Dohle 6/18/2026

Zhejiang Dongpeng Containership 900 2 Eitzen 6/18/2026

Wanlong Shipbuilding Tanker 115,000 2 Zhejiang Seaport Investment 6/17/2026

Hongtai Shipbuilding Containership 2,000 1 6/17/2026

Taizhou Hongtai Chemical tanker 13,000 1 Xingtong Shipping 6/17/2026

Taizhou Maple Leaf Shipbuilding Chemical tanker 13,000 1 Xingtong Shipping 6/17/2026

Zhejiang Mingfei Bulker 63,500 3+3 Zhejiang Ruihang 6/17/2026

Fujian Haitong Bulker 82,000 2 Changhang Freight 6/17/2026

New Dayang Bulker 64,000 2 Zhejiang Shipping 6/17/2026

Wuhu Shipbuilding Product tanker 40,500 2+2 Ardmore Shipping 6/16/2026

Hanwha Ocean VLCC 4 Pan Ocean 6/16/2026

Xiamen Shipbuilding PCTC 8,600 2+2 Sallaum Lines 6/16/2026

CIMC Pacific Containership 1,800 2 Euroseas 6/15/2026

Hengli Heavy Bulker 82,000 4 European owner 6/14/2026

Hengli Heavy Tanker 157,000 2 Monte Nero 6/14/2026

New Dayang Bulker 82,000 2 Lolcos Hellenic 6/12/2026

Yangfan Shipbuilding Bulker 64,500 4+2 Zhejiang Yonghang 6/12/2026

New Hantong Product tanker 115,000 4+2 JPM Asset Mgmt 6/12/2026