Tianhai Defense said in an agency survey on August 11 that ships are a cyclical industry, and cyclical fluctuations exist objectively, making it difficult to accurately predict how long the market will last. From an industry perspective, it currently has multiple favorable supports: first, global maritime environmental protection policies continue to advance, and new energy related policies bring opportunities for industry development; second, the industry has entered a ship exchange cycle, where the competitiveness of old ships has declined, driving the need to renew models such as multi-purpose ships, and is also an important source of orders for the company at this stage; third, the global trade pattern is diversified, trade demand is rigid, and geopolitical uncertainty may bring certain business opportunities to the shipping and shipbuilding industry. Overall, the industry as a whole is currently in a good development window, but it is difficult to accurately predict how long the market will last and how high the boom will be.

Tianhai Defense said in an agency survey on August 11 that ships are a cyclical industry, and cyclical fluctuations exist objectively, making it difficult to accurately predict how long the market will last. From an industry perspective, it currently has multiple favorable supports: first, global maritime environmental protection policies continue to advance, and new energy related policies bring opportunities for industry development; second, the industry has entered a ship exchange cycle, where the competitiveness of old ships has declined, driving the need to renew models such as multi-purpose ships, and is also an important source of orders for the company at this stage; third, the global trade pattern is diversified, trade demand is rigid, and geopolitical uncertainty may bring certain business opportunities to the shipping and shipbuilding industry. Overall, the industry as a whole is currently in a good development window, but it is difficult to accurately predict how long the market will last and how high the boom will be.