Manufacturing · 6.10

Shipbuilding

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+11weighted per event

Average gross impact11absolute weighted average

Events5same period

Confidence80%model average

Raw intensity58before weighting

Previous period+5net impact

Gross change+119%

Diffusion speed0.7 / day

Concentration21%

Direction disagreement200%

Source independence100%5 sources

IMPACT TREND

7-day effective impact

Positive 5 · Negative 0 · Mixed 0

+80-8

27 Jul, 142 events

28 Jul, 040 events

28 Jul, 180 events

29 Jul, 081 event

29 Jul, 221 event

30 Jul, 120 events

31 Jul, 020 events

31 Jul, 160 events

1 Aug, 060 events

1 Aug, 200 events

2 Aug, 100 events

3 Aug, 001 event

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term0%0 cumulative effective impact

Medium term77%43 cumulative effective impact

Long term23%13 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 1 · 5 events

Macro2

Macro3 Aug, 07:49positive

Guangdong banking, insurance H1 core indicators top nation; manufacturing loans up 560.4 billion yuan

Guangdong's banking and insurance sectors led the nation in H1 core indicators, including total assets, liabilities, deposits, loans, insurance premiums, and underwriting profits. Manufacturing loans rose by RMB 560.4 billion, with over 40% directed to high-tech manufacturing. Foreign trade enterprise loans grew 11.44%, and export credit insurance coverage increased 7.3%. Regional loan growth in northern Guangdong reached 6.22%, while small business and agriculture loans expanded 9.25% and 6.04% respectively.

Effective: +10
Intensity: 25
Confidence: 70%
Horizon: Medium term

Macro30 Jul, 08:00positive

Fujian's Foreign Trade Hits Record 995.89 Billion RMB in First Half of 2026, Imports Rise 18.5%

Fujian province's foreign trade reached a record 995.89 billion RMB in the first half of 2026, up 8.2% year-on-year. Exports totaled 574.01 billion RMB, up 1.7%, while imports surged 18.5% to 421.88 billion RMB, both setting new highs for the period. Mechanical and electrical products drove growth, with exports rising 5.6% and imports up 28.9%. The province's shipbuilding sector is advancing green and intelligent upgrades, supported by new policy measures to stabilize and improve foreign trade.

Effective: +7
Intensity: 45
Confidence: 65%
Horizon: Medium term

Industries1

Industries27 Jul, 16:34positive

China Green Ship Orders Top 68% Globally for Three Years; Domestic Engine Share 43%

China's shipbuilding industry has made green and low-carbon ships a core pathway for transformation. Amid global shipping decarbonization and stringent EU regulations, China's new green ship orders have exceeded 68% of the global market for three consecutive years, driven by batch delivery capabilities and technological breakthroughs in clean energy power systems. The global ship propulsion system market is projected at 39.67 billion U. S. dollars in 2026, with Chinese-made engines holding a 43% global share.

Effective: +11
Intensity: 80
Confidence: 85%
Horizon: Medium term

Companies2

Companies29 Jul, 17:50positive

COSCO Shipping Development Orders 15 Bulk Carriers of 210,000 DWT for RMB 7.92 Billion

COSCO Shipping Development Co. , Ltd. has placed orders for 15 Newcastlemax bulk carriers of 210,000 deadweight tons each, with a total contract value of RMB 7.92 billion (excluding tax). The company's wholly owned subsidiary Hainan COSCO Shipping Development Shipping Co. commissioned Shanghai Waigaoqiao Shipbuilding Co. to build 10 vessels for RMB 5.28 billion, and Nantong Xiangyu Marine Equipment Co. to build 5 vessels for RMB 2.64 billion. The ships will feature methanol- and ammonia-ready fuel designs.

Effective: +14
Intensity: 60
Confidence: 90%
Horizon: Medium term

Companies27 Jul, 14:58positive

CIMC Enric Unit Signs RMB 3.388 Billion in Clean Energy Ship Orders, Backlog at Record RMB 23.735 Billion

CIMC Enric subsidiary Nantong CIMC Pacific Offshore Engineering has signed a batch of new clean energy vessel orders worth about RMB 3.388 billion from multiple international and domestic clients. The orders include LNG bunkering vessels, other liquefied gas carriers, feeder container ships, and marine fuel tanks. The company's total orders in hand now stand at about RMB 23.735 billion, a record high, with production scheduled through 2029.

Effective: +13
Intensity: 80
Confidence: 90%
Horizon: Long term