Under continued pressure from U.S. trade unions, the U.S. government recently announced restrictions on China’s shipbuilding industry, analysts pointed out that the move, while its direct goal is to curb China’s development in the field, could also create opportunities for competitors such as South Korea to win a larger share in the global shipbuilding market.

事態源于3月12日,美國五大工會組織向拜登政府正式遞交請愿書,要求對中國在海事、物流和造船業的"不合理和歧視性做法"展開貿易調查。請愿書建議美方對在美港口?？康闹袊徽魇?港口費",并設立本土造船業振興基金。

In response, Biden promised the U.S. Trade Representative’s Office to review the petition according to law.This statement inspired the South Korean shipbuilding industry.Some exchange funds holding South Korea’s five largest shipbuilding shares jumped last week to become one of the most profitable funds.

韓國NH投資證券公司分析師鄭延承認為,考慮到大選在即,拜登政府有可能接受工會的調查要求。一旦美國對華造船企業實施"制裁",將直接打擊中國企業的價格競爭力。

In the long run, as U.S. LNG and petroleum gas exports increase, South Korean shipbuilders will also increase their share in the oil and gas shipping ship market.

不過,也有人對此保持審慎態度。商務部研究員白明對《環球時報》表示,美國工會和政府"發難"背后,是為了維護本國工人利益。未來美方針對中國造船業的行動力度還有待觀察。

It is worth noting that although the South Korean shipbuilding industry is currently ranked second in the world for three years in a row, it is also facing structural challenges such as low fertility, long-term decline in the industry and a shortage of talent.

Overall, pressure from the U.S. trade unions has created new opportunities for the South Korean shipbuilding industry to win a larger share in the international market, but if South Korea can handle the counterattack, it also needs its own reform and policy support from its industry.