LNG运输船有多难造：中国船厂为何能反超韩国｜附文稿
字幕摘录
| 时间 | 英文 | 中文 |
|---|---|---|
| 0:00 | Imagine a floating machine like the size of a skyscraper. | 想象一下像摩天大楼那样大小的浮动机器. |
| 0:04 | Yeah, a truly massive machine. | 是啊,一个真正的大机器。 |
| 0:07 | Right, and it carries enough explosive energy to power a small city. | 是的,它携带足够的爆炸能量 给一个小城市提供动力。 |
| 0:11 | The liquid inside is kept at a temperature colder than the darkest winter. | 里面的液体保存在比最黑暗的冬天更冷的温度. |
| 0:16 | For decades, only one country on Earth could reliably build these massive vessels. | 几十年来,地球上只有一个国家能够可靠地建造这些大型船只. |
| 0:22 | But today, that monopoly is breaking. | 但今天,这种垄断正在打破。 |
| 0:24 | Exactly. | 没错 |
| 0:24 | We are looking at a major shift in the global shipbuilding industry. | 我们正在研究全球造船业的重大转变。 |
| 0:28 | It is a really huge change in the global market. | 这是全球市场上真正的巨大变化。 |
| 0:32 | We are talking about the construction of liquefied natural gas carriers. | 我们正在谈论建造液化天然气载体。 |
展开字幕全文（318 条）
| 序号 | 英文 | 中文 |
|---|---|---|
| 1 | Imagine a floating machine like the size of a skyscraper. | 想象一下像摩天大楼那样大小的浮动机器. |
| 2 | Yeah, a truly massive machine. | 是啊,一个真正的大机器。 |
| 3 | Right, and it carries enough explosive energy to power a small city. | 是的,它携带足够的爆炸能量 给一个小城市提供动力。 |
| 4 | The liquid inside is kept at a temperature colder than the darkest winter. | 里面的液体保存在比最黑暗的冬天更冷的温度. |
| 5 | For decades, only one country on Earth could reliably build these massive vessels. | 几十年来,地球上只有一个国家能够可靠地建造这些大型船只. |
| 6 | But today, that monopoly is breaking. | 但今天,这种垄断正在打破。 |
| 7 | Exactly. | 没错 |
| 8 | We are looking at a major shift in the global shipbuilding industry. | 我们正在研究全球造船业的重大转变。 |
| 9 | It is a really huge change in the global market. | 这是全球市场上真正的巨大变化。 |
| 10 | We are talking about the construction of liquefied natural gas carriers. | 我们正在谈论建造液化天然气载体。 |
| 11 | We usually just call them LNG carriers. | 我们通常叫它们LNG航母 |
| 12 | And China has just overtaken South Korea in building these incredibly complex ships. | 中国刚刚超越韩国 建造了这些非常复杂的船只 |
| 13 | Our mission today is to explore how this happens so quickly. | 我们今天的任务是探索如何如此迅速地发生这种情况。 |
| 14 | Even if you know absolutely nothing about the maritime industry, this deep dive is for you. | 即使你对海洋工业一无所知 潜水也是为了你 |
| 15 | It is a fascinating look at the speed of global business. | 这是对全球商业速度的令人感兴趣的观察。 |
| 16 | It really shows how fast technology and supply chains can shift. | 这确实表明技术和供应链可以如何快速转变。 |
| 17 | But first, we need to do a quick language check. | 但是,首先,我们需要做一个快速的语言检查。 |
| 18 | What exactly is liquefied natural gas? | 什么是液化天然气? |
| 19 | We need to explain this simply for you. | 我们只为你解释一下 |
| 20 | Sure. | 当然 |
| 21 | It is exactly what it sounds like. | 这正是它的声音。 |
| 22 | Energy companies extract natural gas from the Earth. | 能源公司从地球提取天然气. |
| 23 | Like the gas we use to heat our homes. | 就像我们用来给家里加热的气体 |
| 24 | Yeah, exactly. | 没错 |
| 25 | But natural gas takes up a massive amount of physical space. | 但天然气占用了大量物理空间. |
| 26 | You cannot easily transport gas across an ocean. | 你不能轻易地把煤气运过海洋 |
| 27 | It would just take up too much room. | 它会占用太多空间。 |
| 28 | Right. | 对 |
| 29 | You definitely cannot fit enough of it into a standard ship to make a profit. | 你绝对不能把它装进标准船里赚钱 |
| 30 | So engineers solved this with extreme cold. | 所以工程师们用极冷的方法解决了这个问题。 |
| 31 | They cooled the natural gas down drastically. | 他们大幅降温天然气。 |
| 32 | Very drastically. | 简直太夸张了 |
| 33 | And when it gets cold enough, it transforms from a gas into a liquid. | 而当它变得足够冷的时候,它会从气体转化为液体. |
| 34 | And that liquid form takes up much less space. | 这种液态的空间要少得多 |
| 35 | It shrinks significantly. | 它明显收缩。 |
| 36 | Exactly. | 没错 |
| 37 | You can then pack a massive amount of dense energy into one single hull. | 然后可以把大量密集的能量 装在一个船体里 |
| 38 | You can move it efficiently around the world. | 你可以在世界范围内有效地移动它。 |
| 39 | But keeping that liquid cold across a hot ocean is, well, a massive engineering puzzle. | 但是在炎热的海洋上保持液体冷却是个巨大的工程难题。 |
| 40 | It is incredibly difficult. | 这是令人难以置信的困难。 |
| 41 | Okay. | 摆 |
| 42 | Let's unpack this. | 把这个拆开 |
| 43 | Global demand for these LNG ships is exploding right now. | 全球对这些LNG船的需求 正在爆炸。 |
| 44 | And China is suddenly grabbing the lead from South Korea. | 而中国却突然抓住了韩国的领先地位. |
| 45 | The numbers from our sources paint a very dramatic picture here. | 我们的消息来源提供的数字在这里描绘了一个非常戏剧性的照片。 |
| 46 | The global market is rushing to secure these vessels. | 全球市场正在急于保障这些船只的安全。 |
| 47 | Yeah. | 对 |
| 48 | Let us look at the actual data. | 让我们看看实际数据。 |
| 49 | Global orders for these new LNG carriers have completely jumped. | 这些新的LNG航母的全球订单已经完全跳过了. |
| 50 | They have more than quadrupled compared to the exact same time last year. | 与去年的同一时间相比,它们翻了两番多。 |
| 51 | That is a staggering surge in demand. | 这是需求剧增。 |
| 52 | Last year, the industry ordered 17 of these vessels globally. | 去年,该行业在全球订购了17艘这些船只。 |
| 53 | That is a normal, healthy number. | 这是一个正常,健康的数字。 |
| 54 | This year, the world has ordered over 70. | 今年,世界已经订购了70多个。 |
| 55 | The global energy market clearly wants to secure transport capacity immediately. | 全球能源市场显然希望立即确保运输能力。 |
| 56 | And the month of October shows this shift perfectly. | 而10月的月份 完美地显示了这种转变。 |
| 57 | In October alone, buyers placed seven large orders for LNG carriers worldwide. | 仅在10月份,买方就向世界各地的LNG航空公司发出7个大订单。 |
| 58 | Right. | 对 |
| 59 | Out of those seven, South Korea won only two. | 在这7个中,韩国只赢得了2个. |
| 60 | China won the other five. | 中国赢得了另外5个. |
| 61 | That monthly breakdown reveals a major transition. | 每月的崩溃表明一个重大转变。 |
| 62 | We are seeing a historical leader suddenly outpaced in real time. | 我们看到一位历史领袖突然超过了实时的速度。 |
| 63 | I am honestly shocked by the sheer speed of this transition. | 我对这个过渡的绝对速度深感震惊。 |
| 64 | Look at the first 10 months of this year. | 看看今年头十个月 |
| 65 | China won 32 total orders for these ships. | 中国为这些舰只总共赢得了32次订单. |
| 66 | Which is a huge number. | 这是一个巨大的数字。 |
| 67 | Last year, they only secured three orders in the entire year. | 去年,他们全年只收到三份订单。 |
| 68 | Jumping from three orders to 32 orders is not just simple growth. | 从三个订单跳到32个订单不仅仅是简单的增长. |
| 69 | No, it really is not. | 不,这真的不是。 |
| 70 | It is a total operational explosion. | 这是一次完全有效的爆炸。 |
| 71 | It requires a massive mobilization of resources. | 这需要大规模调动资源。 |
| 72 | It really does. | 确实 |
| 73 | You have to hire thousands of specialized workers. | 要聘请几千名专业工人. |
| 74 | You have to source incredible amounts of advanced materials. | 你必须提供惊人数量的先进材料。 |
| 75 | How did a country manage to scale up that fast in an industry that usually moves so slowly? | 一个国家如何在通常动作如此缓慢的行业里 迅速扩大规模? |
| 76 | Well, we should point out that South Korea is actually still performing at a very high level. | 我们要指出的是,韩国的表演水平仍然很高。 |
| 77 | They are not failing in this market at all. | 它们在这个市场上并没有失败。 |
| 78 | Right. | 对 |
| 79 | During that exact same 10-month period, South Korean shipyards won 44 orders. | 在这10个月的时间里,韩国造船厂赢得了44项订单. |
| 80 | Okay, so South Korea is still doing incredible volume. | 好吧,所以韩国仍然在做令人难以置信的量。 |
| 81 | They secured 44 compared to China's 32. | 与中国的32人相比,他们得到了44人. |
| 82 | South Korea remains a giant in this sector. | 南朝鲜仍然是这个部门的大国。 |
| 83 | But October represents a critical milestone. | 但10月是一个关键的里程碑。 |
| 84 | What's fascinating here is that October marks the very first time | 这里最迷人的是 十月是第一次 |
| 85 | China actually beat South Korea in monthly orders. | 中国实际上以月令击败韩国. |
| 86 | That makes sense. | 这有道理。 |
| 87 | The gap is rapidly closing. | 差距正在迅速缩小。 |
| 88 | To fully appreciate why this is such a major industrial event, | 为了充分理解为什么这是一次重大工业活动, |
| 89 | we need to look closely at the ships themselves. | 我们需要仔细观察船只本身。 |
| 90 | We do. | 没错 |
| 91 | We need to understand why these specific carriers are so incredibly difficult to build. | 我们需要明白为什么这些特定的航母 如此难以建造。 |
| 92 | Well, these are not standard cargo ships. | 这些不是标准货船 |
| 93 | They are not simple metal boxes carrying shipping containers. | 它们不是装有集装箱的简单的金属箱。 |
| 94 | Building an LNG carrier requires highly advanced technology and flawless execution. | 建造LNG航母需要高度先进的技术和完美的执行. |
| 95 | Let us talk about the extreme temperature requirements. | 让我们谈谈极端的温度要求。 |
| 96 | To keep the cargo in a liquid state, the internal tanks must be freezing cold. | 为使货物保持液态,内储箱必须冷却. |
| 97 | Yes, the ships must maintain a constant internal temperature | 是的,舰只必须保持恒温 |
| 98 | of around minus 163 degrees Celsius. | 摄氏163度左右 |
| 99 | Minus 163 degrees Celsius. | 摄氏163度 |
| 100 | Wow. | 珃 |
| 101 | For our American listeners, that is minus 261 degrees Fahrenheit. | 对我们的美国听众来说,这是华氏261度以下。 |
| 102 | You cannot just pour a liquid that cold into a standard steel box. | 你不能把冷的液体倒进标准钢箱里 |
| 103 | No, the metal would simply shatter. | 不 金属会粉碎的 |
| 104 | It would just break apart, right? | 它会只是分裂,对不对? |
| 105 | Exactly. | 没错 |
| 106 | Normal steel becomes highly brittle at those extreme temperatures. | 正常的钢在极端温度下会变得非常脆 |
| 107 | The structural integrity would fail immediately. | 结构完整性将立即失效。 |
| 108 | I was trying to picture the mechanics of this. | 我试图想象这个的力学。 |
| 109 | An LNG carrier is essentially a giant, highly dangerous floating thermos. | LNG载体本质上是一个巨大的,高度危险的漂浮热器. |
| 110 | A floating thermos is actually a very accurate way to describe the core engineering challenge. | 浮热器实际上是描述核心工程挑战的非常准确的方法. |
| 111 | Think about a normal thermos you use for hot coffee. | 想想你用来煮热咖啡的普通热剂 |
| 112 | You want to keep the heat inside the bottle. | 你想把热气藏在瓶子里 |
| 113 | You want to stop the cold air from getting in. | 你想阻止冷空气进入 |
| 114 | Right. | 对 |
| 115 | But this ship is a thermos working in reverse. | 但是这艘船是逆向工作的热器. |
| 116 | You are moving a freezing cold liquid. | 你正在移动一个冰冷的液体。 |
| 117 | You are moving it across a hot ocean under a blazing sun. | 你在烈日下穿过热海 |
| 118 | You must keep the outside heat from getting inside the tanks. | 你必须防止外面的热气进入坦克 |
| 119 | And the stakes are infinitely higher than a coffee thermos. | 赌注比咖啡热量要高得多 |
| 120 | This liquid is highly flammable. | 这种液体极易燃. |
| 121 | It is highly explosive. | 它极具爆炸性。 |
| 122 | So if the heat gets inside, the liquid warms up. | 所以如果热量进入里面,液体就会变暖. |
| 123 | It turns back into a gas. | 变回一气. |
| 124 | It expands rapidly. | 它迅速扩张. |
| 125 | And that leads to a catastrophic explosion. | 这会导致灾难性的爆炸。 |
| 126 | This is why builders must install incredibly advanced containment systems. | 这就是为什么建造者必须安装非常先进的控制系统。 |
| 127 | They use specialized tanks designed to handle immense pressure and extreme cold. | 它们使用专门设计用来应付巨大压力和极端寒冷的坦克. |
| 128 | They also require incredibly thick insulation. | 它们也需要非常厚的绝缘 |
| 129 | Just to clarify, insulation is the protective material | 为了澄清,绝缘是保护材料 |
| 130 | that blocks heat from transferring through the walls. | 挡住墙壁的热量 |
| 131 | Furthermore, builders must integrate very strict safety systems. | 此外,建造者必须整合非常严格的安全系统。 |
| 132 | Every single valve and sensor must function perfectly. | 每一个阀门和传感器都必须完美运行. |
| 133 | Because a single tiny leak can destroy the entire vessel. | 因为一个小小的漏水可以摧毁整个容器. |
| 134 | Exactly. | 没错 |
| 135 | Because of this massive complexity, | 因为如此复杂 |
| 136 | the maritime industry considers LNG carriers in a high-value segment. | 海运业将LNG承运人视为高价值部分。 |
| 137 | Let us explain that specific term for you, the listener. | 让我们为你这个听众解释这个具体术语。 |
| 138 | What does a high-value segment actually mean in everyday English? | 高价值部分在日常英语中到底是什么意思? |
| 139 | It means these vessels sell for a massive amount of money. | 意思是这些船卖了很多钱 |
| 140 | Builders make excellent profits on them. | 建筑师们能从中获利 |
| 141 | But it is hard to get into that market. | 但很难进入这个市场。 |
| 142 | Very hard. | 非常难。 |
| 143 | You need top-tier skills to enter this segment. | 您需要顶级技能才能进入此段 。 |
| 144 | You need the most advanced factories. | 你需要最先进的工厂 |
| 145 | You need the most highly trained workforce. | 你需要训练有素的员工 |
| 146 | And for a very long time, | 很久以来 |
| 147 | South Korea held a long-standing edge in this exact segment. | 南韩在这一段占据了长期优势. |
| 148 | They had the advanced factories. | 他们有先进的工厂。 |
| 149 | They had the specialized workforce. | 他们有专业的劳动力。 |
| 150 | They dominated the market because they perfected quality control. | 他们主导市场,因为他们完善了质量控制。 |
| 151 | Quality control meaning they checked everything perfectly. | 质量控制意味着他们完美地检查了一切 |
| 152 | Right. | 对 |
| 153 | Quality control means | 质量控制是指 |
| 154 | rigorously checking every single weld and every single pipe. | 严格检查每一个焊接和每一个管道。 |
| 155 | Buyers trusted South Korea to build ships that would never leak. | 买家信任韩国建造永不泄漏的船只. |
| 156 | But our sources clearly show that the technology gap is closing. | 但我们的消息来源清楚地表明,技术差距正在缩小。 |
| 157 | China is successfully building these floating thermoses today. | 中国今天正在成功建造这些浮温器. |
| 158 | They bypassed decades of trial and error. | 他们绕过了几十年的考验和错误。 |
| 159 | How exactly did Chinese shipbuilders learn to master this complex technology so quickly? | 中国造船人员如何如此迅速地学会掌握这种复杂的技术? |
| 160 | China did not close this technology gap by accident. | 中国并未偶然弥合这一技术差距。 |
| 161 | They executed a very deliberate multi-part strategy. | 他们执行了一项非常周密的多部分战略。 |
| 162 | Okay. | 摆 |
| 163 | It involves strong government support, | 它涉及政府强有力的支持, |
| 164 | smart international partnerships, | 聪明的国际伙伴关系, |
| 165 | and massive factory expansion. | 和大规模的工厂扩张。 |
| 166 | The government support provides the foundation, I assume. | 我猜政府的支持提供了基础 |
| 167 | Beijing strongly supports the Chinese shipbuilding industry. | 北京大力支持中国造船业. |
| 168 | They view maritime dominance as a critical national goal. | 他们将海上支配地位视为一项关键的国家目标。 |
| 169 | And they provide the financial backing to make it happen. | 他们提供了资金支持,以实现这一目标。 |
| 170 | Government funding is crucial, | 政府资金至关重要, |
| 171 | but you cannot simply buy engineering experience. | 但你不能简单地买工程经验。 |
| 172 | Right. | 对 |
| 173 | You have to actually learn the specific methods. | 你必须学习具体的方法。 |
| 174 | That brings us to the partnerships. | 这使我们来到伙伴关系。 |
| 175 | Chinese shipbuilders actively partnered with established foreign companies. | 中国造船企业积极与既有外国公司合作. |
| 176 | Our sources highlight their work with a major Japanese company called | 我们的消息来源强调他们与一家日本大公司的合作 |
| 177 | That partnership was deeply strategic, right? | 这种伙伴关系具有深刻的战略意义,对吧? |
| 178 | It was. | 没错 |
| 179 | The Chinese builders needed to learn better vessel construction techniques. | 中国的建造者需要学习更好的造船技术. |
| 180 | They needed to observe world-class quality control in action. | 他们需要观察世界一流的质量控制。 |
| 181 | They brought in international experts. | 他们带来了国际专家。 |
| 182 | They learned how to inspect the containment tanks properly. | 他们学会了如何适当检查防护箱。 |
| 183 | Exactly. | 没错 |
| 184 | They learned how to manage thousands of workers without making structural mistakes. | 他们学会了如何管理数千名工人而不犯结构错误。 |
| 185 | The sources focus on two key players leading this push in China. | 消息来源聚焦中国领先这一推力的两大关键角色. |
| 186 | Houdong Zhonghua Shipbuilding and Jiangnan Shipyard. | 湖东崇华造船厂和江南造船厂. |
| 187 | Yes. | 对 |
| 188 | Let us look at a recent major deal from Houdong Zhonghua. | 让我们看看豪敦忠华最近的重大交易。 |
| 189 | They recently signed a massive contract with a Malaysian company called MISC. | 最近他们与马来西亚一家名为MISC的公司签订了一份大规模合同。 |
| 190 | And they agreed to build five new LNG carriers. | 他们同意建造五个新的LNG航母. |
| 191 | The physical scale of these five ships is remarkable. | 这五艘舰艇的实际规模是显著的. |
| 192 | Each single vessel will hold 174,000 cubic meters of liquefied natural gas. | 每艘船舶将持有174 000立方米液化天然气。 |
| 193 | Wow. | 珃 |
| 194 | That number is hard to visualize. | 这个数字很难想象 |
| 195 | 174,000 cubic meters is roughly 46 million gallons. | 17.4万立方米约4600万加仑. |
| 196 | It is huge. | 这是巨大的。 |
| 197 | It is an ocean of explosive liquid contained inside a single moving hull. | 它是一个含有爆炸性液体的海洋, 包含在单个移动的船体内。 |
| 198 | To build machines of that physical size, you need incredible manufacturing space. | 要造出这种体型的机器 你需要惊人的制造空间 |
| 199 | Which leads directly to their factory expansion strategy. | 这直接导致了他们的工厂扩张策略. |
| 200 | Houdong Zhonghua recently opened a brand new construction facility. | 侯东忠华近日开通全新建筑设施. |
| 201 | They built it on Changsing Island in Shanghai. | 他们在上海的长辛岛上建造. |
| 202 | They are drastically increasing their building capacity. | 它们正在大幅度地增加其建设能力。 |
| 203 | Before this new facility, they could build about six of these massive ships per year. | 在这个新设施之前,他们每年可以建造大约六艘这样的大型船只. |
| 204 | With the new Changsing Island facility operating, | 随着新的长辛岛设施的运行 |
| 205 | they expect to build more than 10 ships every single year. | 他们期望每年建造十多艘舰只. |
| 206 | Going from six massive ships to more than 10 is aggressive expansion. | 从6艘大型舰只发展到10艘以上是侵略性的扩张. |
| 207 | They are pouring concrete and building huge dry docks at record speed. | 他们正在以创纪录的速度浇灌混凝土和建造巨大的干船坞。 |
| 208 | This raises an important question. | 这提出了一个重要问题。 |
| 209 | Why build such enormous facilities right now? | 为什么现在要建造如此庞大的设施? |
| 210 | They are preparing for massive scale. | 他们正在准备大规模行动。 |
| 211 | China does not want to build one or two ships at a time. | 中国不想一次造一两艘船. |
| 212 | They want to build a bunch of them. | 他们想建造一堆 |
| 213 | Right. | 对 |
| 214 | They want the physical space to build multiple massive ships simultaneously. | 他们希望物理空间同时建造多艘大型舰艇. |
| 215 | They are applying the quality control lessons from their international partners across a much | 它们正在将国际合作伙伴的质量控制经验教训应用到很多领域。 |
| 216 | larger production line. | 更大的生产线。 |
| 217 | Having huge advanced shipyards is certainly impressive. | 拥有庞大的先进造船厂的确令人印象深刻. |
| 218 | But massive factories still require willing buyers. | 但大型工厂仍然需要有意愿的买家. |
| 219 | Are international energy companies choosing China just because the ships are cheaper? | 难道国际能源公司选择中国只是因为船只更便宜? |
| 220 | Lower prices certainly play a role. | 价格低廉当然可以发挥作用。 |
| 221 | Chinese yards do offer very competitive pricing. | 中国的货场的确提供了非常有竞争力的价格。 |
| 222 | But the price tag is only one part of the current market reality. | 但价格标签只是当前市场现实的一部分. |
| 223 | Here's where it gets really interesting. | 这是真正有趣的。 |
| 224 | I want to push back on the typical narrative here. | 我想回击这里的典型叙事。 |
| 225 | Many business headlines frame this as a pure victory for China and a failure for South Korea. | 许多商业头条都认为这是中国的纯粹胜利,也是韩国的失败. |
| 226 | They do often frame it that way. | 他们经常用这种方式来描述 |
| 227 | But South Korea is not exactly losing customers because of poor quality, are they? | 但韩国并没有因为质量差而失去顾客,不是吗? |
| 228 | Not at all. | 一点也不 |
| 229 | South Korean shipyards are simply completely full. | 韩国的造船厂完全满了 |
| 230 | They are incredibly busy building entirely different types of vessels. | 他们忙于建造完全不同的船 |
| 231 | Like what kind of vessels? | 什么样的船? |
| 232 | Well, they are currently building massive oil tankers. | 他们正在建造大型油轮 |
| 233 | They are building huge car carriers to transport vehicles globally. | 他们正在建造巨大的汽车运输公司,以在全球运输车辆。 |
| 234 | They are building massive container ships for retail goods. | 他们正在建造大型集装箱船用于零售货物。 |
| 235 | Exactly. | 没错 |
| 236 | Even HD Korea Shipbuilding openly acknowledges this reality. | 甚至HD韩国造船公司也公开承认这一现实. |
| 237 | They are one of the top South Korean shipbuilding groups. | 他们是韩国顶尖造船集团之一. |
| 238 | And they recently admitted that Chinese yards are now direct, | 他们最近承认,中国的船坞现在是直接的, |
| 239 | capable competitors in the LNG space. | LNG空间中有能力的竞争者. |
| 240 | Our sources point out a very specific term for South Korea's current situation. | 我们的消息来源对南朝鲜目前的局势提出了非常具体的说法。 |
| 241 | They are facing severe capacity constraints. | 他们面临严重的能力制约。 |
| 242 | Yes. | 对 |
| 243 | Well, that has explained capacity constraints simply for the listener. | 这解释了对听众的能力限制 |
| 244 | It means every single construction dock is currently occupied. | 这意味着目前每个建筑码头都被占用. |
| 245 | The South Korean shipyards have absolutely no physical room left. | 韩国造船厂绝对没有物理房间. |
| 246 | So their factories are full. | 所以他们的工厂都满了 |
| 247 | Exactly. | 没错 |
| 248 | They cannot start building a new ship today even if a buyer offers them a premium price. | 他们今天不能开始建造一艘新船,即使买家给了他们价钱。 |
| 249 | And you cannot easily build a new shipyard overnight. | 你不可能在一夜之间 建造一个新的船厂 |
| 250 | You need miles of specific coastline. | 你需要几英里的海岸线 |
| 251 | You need massive cranes. | 你需要巨大的起重机。 |
| 252 | So their factories are completely full for the next few years. | 因此,他们的工厂在接下来的几年里是完全满的. |
| 253 | If we connect this to the bigger picture, imagine you are a global energy company. | 如果我们把这个和大局联系起来, 想象一下你是一个全球能源公司。 |
| 254 | Okay, I am an energy company. | 好吧,我是一个能源公司。 |
| 255 | You desperately need a new LNG carrier right now to meet your delivery contracts. | 你迫切需要一个新的LNG航母 来履行你的交货合同 |
| 256 | You go to South Korea. | 你去韩国 |
| 257 | And the South Korean builders tell me they have no open slots until years in the future. | 而韩国建筑商告诉我,他们直到未来数年才有开放的空档. |
| 258 | Right. | 对 |
| 259 | So you have to look somewhere else. | 所以,你必须寻找别的地方。 |
| 260 | You cannot just wait. | 你不能就这样等。 |
| 261 | And China is waiting with massive brand new facilities. | 而中国正在等待 大量的全新的设施。 |
| 262 | They now have proven quality control. | 它们现在已经证明了质量控制。 |
| 263 | They have the advanced technology. | 他们有先进的技术。 |
| 264 | And they have open construction slots ready to go. | 他们有开放的建筑槽 准备出发。 |
| 265 | It is the perfect market opportunity. | 这是完美的市场机会。 |
| 266 | The timing could not be better for the Chinese shipyards. | 对于中国造船厂来说,时机再好不过了. |
| 267 | We also need to discuss the impact of local buyers. | 我们还需要讨论当地买家的影响。 |
| 268 | The domestic market is a crucial factor in their rapid growth. | 国内市场是其快速增长的关键因素。 |
| 269 | The sources note that at least 25% of China's current LNG ship orders | 消息来源指出,中国目前至少25%的LNG船订单 |
| 270 | come directly from Chinese buyers. | 直接来自中国买家 |
| 271 | Yes, local energy companies are buying from local shipbuilders. | 是的,当地能源公司正在向当地造船商购买。 |
| 272 | That represents a massive internal advantage. | 这代表着巨大的内部优势。 |
| 273 | A quarter of their entire business is guaranteed by their own domestic market. | 其全部业务的四分之一受到本国市场的保障。 |
| 274 | They do not have to fight international competitors for every single contract. | 他们不必为每一项合同而同国际竞争者作斗争。 |
| 275 | That local demand provides a very stable financial base. | 这种地方需求提供了非常稳定的金融基础。 |
| 276 | It keeps their massive new factories busy while they continue to court foreign buyers. | 这使他们庞大的新工厂忙碌,而他们却继续向外国买家求情。 |
| 277 | It provides absolute stability. | 它提供了绝对的稳定。 |
| 278 | It allows them to refine their manufacturing processes | 这使得它们能够完善它们的制造工艺 |
| 279 | without worrying about empty dry docks. | 不用担心空的干船坞 |
| 280 | So what does this all mean? | 这是什么意思? |
| 281 | We have covered a lot of ground today. | 我们今天已经覆盖了很多地方。 |
| 282 | Let us bring this entirely back to you, the listener. | 让我们把这个完全带回给你,听者。 |
| 283 | Why should you care about shipbuilding statistics? | 你为什么关心造船统计? |
| 284 | It demonstrates the incredible speed of modern industry. | 它展示了现代工业令人难以置信的速度. |
| 285 | A highly complex, deeply entrenched global market | 高度复杂和根深蒂固的全球市场 |
| 286 | can shift dramatically in just a few months. | 在短短几个月的时间里 变化会非常大 |
| 287 | It happens when perfect timing meets massive preparation. | 当完美的时机满足了大规模准备时,就会发生这种情况. |
| 288 | Extremely high global demand for energy transport suddenly collided | 全球对能源运输的极高需求突然碰撞 |
| 289 | with a country that was fully ready to expand its industrial capacity. | 一个完全愿意扩大其工业能力的国家。 |
| 290 | China learned the necessary skills. | 中国学习了必要的技能. |
| 291 | They built the massive physical space. | 他们建造了巨大的物理空间。 |
| 292 | When the South Korean yards filled up, China immediately captured the overflow. | 当南朝鲜的船场填满后,中国立即夺取了溢流. |
| 293 | It is a great example of industrial strategy. | 这是工业战略的一个范例。 |
| 294 | But we want to leave you with a final provocative thought today. | 但是我们今天想给你留下一个最后的挑衅性想法。 |
| 295 | Something for you to ponder after the steep dive ends. | 陡峭的俯冲结束后 让你思考一些事情 |
| 296 | We know China is currently building massive new maritime facilities. | 我们知道中国目前正在建造大规模的新海洋设施。 |
| 297 | They constructed the huge shipyard on Chongqing Island | 他们在重庆岛建造了大型造船厂 |
| 298 | specifically to handle this current explosion of LNG orders. | 专门处理LNG订单的爆炸 |
| 299 | The global market is desperate for these ships right now. | 全球市场现在对这些船很绝望。 |
| 300 | But global markets are always cyclical. | 但全球市场总是周期性的。 |
| 301 | What happens when the global demand for LNG ships eventually slows down? | 当全球对LNG船的需求最终放缓时会发生什么? |
| 302 | The current ordering boom will inevitably end. | 目前订购的繁荣势必结束. |
| 303 | But those massive highly advanced factories will still be sitting on the coast. | 但是那些庞大的高度先进的工厂仍然会坐落在海岸上. |
| 304 | China will still possess these enormous ultra-modern shipyards. | 中国仍将拥有这些巨大的超现代造船厂. |
| 305 | They will still employ tens of thousands of highly trained | 他们仍然会雇佣数万高手 |
| 306 | specialized engineers and welders. | 专业工程师和焊接工 |
| 307 | They will have massive amounts of empty high-tech factory space. | 他们将拥有大量空置的高科技工厂空间. |
| 308 | So the real question becomes, what entirely new maritime industry | 所以真正的问题就是,什么是全新的海运业 |
| 309 | will they decide to dominate next? | 他们决定下个统治者吗? |
| 310 | Will it be deep sea mining vessels? | 会是深海采矿船吗? |
| 311 | Will it be next generation hydrogen carriers? | 会是下一代氢载体吗? |
| 312 | It is a fascinating puzzle for the future of global trade. | 这是对全球贸易未来的一个令人感兴趣的难题。 |
| 313 | They have built the infrastructure. | 他们建造了基础设施。 |
| 314 | Now we watch how they use it in the coming decades. | 现在我们看他们如何使用它 在未来几十年。 |
| 315 | It truly is something to watch closely. | 这确实是要密切注视的东西。 |
| 316 | Thank you so much for joining us for this deep dive into the global shipbuilding shift. | 非常感谢你们与我们一起 深入全球造船工作 |
| 317 | We hope you discovered something completely new today. | 我们希望你今天发现一些全新的东西。 |
| 318 | Goodbye and keep exploring the forces shaping our world. | 再见,继续探索塑造我们世界的力量. |
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