Domestic shipbuilding industry remains prosperous, with strong performance of shipbuilding concept stocks.

With the global shipping market recovering, oil tanker rates have reached historic highs whilst the green low-carbon ship policy has been strengthened. China's shipbuilding industry has seen a double harvest in orders and performance. Not only have high-end ship types set new global records and green ships led in market share, but several A-share shipbuilding companies have seen a significant increase in their net profit attributable to shareholders by 2025, as the industry's prosperity cycle continues to deepen. According to Securities Times Data, there are a total of 13 A-share stocks involved in shipbuilding manufacturing, with 11 of them having announced their 2025 performance related announcements. Calculated based on annual reports, performance reports, and performance forecasts, six stocks have achieved a year-on-year increase in net profit attributable to shareholders, with Haixunxin, CSSC Defense, and Tianhai Defense all seeing their net profit increase by more than 100%.