LATEST

2026-10-20 Guizhou Provincial People's Government Implementation Plan for the High-Quality Development of the Health and Pharmaceutical Industry in Guizhou Province (2026–2030) (Draft for Public Consultation) [Capital grant] └ Biomedicine and health
2026-10-13 Ministry of Commerce and 8 others Accelerating the Promotion of Science and Technology in Commerce └ Science and innovation
2026-10-09 State Council Developing New-Quality Productive Forces └ Science and innovation
2026-10-08 Chongqing Municipal Several Measures for Promoting the High-Quality Development of the Human Resources Services Sector through Artificial Intelligence in Chongqing [Capital grant, Vouchers for firms] └ AI and computing · Consumption and services
2026-10-08 Quanzhou Municipal People's Government Building an Innovation System with Quanzhou Characteristics to Promote High-Quality Development in All Respects [Tax relief] └ Science and innovation
2026-09-29 Ministry of Transport and 2 others Action Plan for the Promotion and Application of New Energy Vessels on Inland Waterways (2026–2030) └ Energy and power · Marine economy
2026-09-29 General Office of the Tianjin Municipal People'… Work Plan for Accelerating Scenario Innovation and Application in Tianjin [Capital grant] └ Science and innovation
2026-09-28 Changsha Municipal People's Government Administrative Measures for Science and Technology Enterprise Incubators in Changsha [Guidance fund / state equity] └ Science and innovation
2026-09-25 General Office of the State Council Developing Sporting Events to Stimulate Consumer Spending └ Consumption and services
2026-09-20 General Office of the Liaoning Provincial Peopl… Liaoning Province “15th Five-Year Plan” for Opening Up [Foreign investment rule] └ Trade and investment
2026-09-18 Ministry of Industry and Information Technology Motor Vehicle Manufacturers and Products’ (Batch 410), ‘Catalogue of Energy-Efficient and New Energy Vehicle Models Eligible for Vehicle and Vessel Tax Relief’ (Batch 89), ‘Catalogue of New Energy Vehicle Models Eligible for Vehicle Purchase Tax Relief’ (Batch 34) └ Autos and NEVs · Taxes and fees
2026-09-18 Beijing Municipal Bureau of Radio and Television Measures for the Support and Management of Key Projects to Promote the High-Quality Development of the “Artificial Intelligence + Audiovisual” Industry in Beijing (2026–2029) [Capital grant] └ AI and computing · Culture and media
2026-09-17 Xiamen Municipal People's Government Implementation Plan for Expanding Capacity and Improving Quality in Xiamen’s Service Sector [Capital grant, Interest subsidy] └ Consumption and services
2026-09-16 Xiamen Municipal People's Government Several Measures for Accelerating the High-Quality Development of the BRICS New Industrial Revolution Partnership Innovation Base in Xiamen [Capital grant] └ Advanced manufacturing · Science and innovation
2026-09-15 General Office of the Haikou Municipal People's… Regulations on the Management of Government-Invested Projects in Haikou [Capital grant, Interest subsidy] └ Construction and infrastructure · Investment and business relief

Shipbuilding rank 14 of 16 (range 6–15 under random weights) · evidence thin · set precision 9/10

Sector brief: what Chinese policy is doing in this sector, how it treats foreign firms, who is named, and what China sells abroad. Every figure links to its documents. Goods: Cruise ships, cargo ships and tankers (8901).

Policy momentum -1.16Provincial spread -1.62Money -0.89Local preference -1.02Substitution +1.51Export growth +0.23Exports to EU, growth +0.19EU share -1.09Export / import +1.47EU dependence -0.38

Documents, last 24 months

momentum 0.43× · central 1, provincial 2, city 0

Provinces active (36 m)

Shanghai

Documents with money measures

14% of 22

Local-preference documents

0% · 0 name foreign-owned firms

$47.3bn

China's exports, 2025

20% a year since 2019

10%

to the EU-27

$4.6bn · 21% a year

25%

China's share of EU imports, 2025

2 points since 2019 · €3bn

165.6×

Exports per $ imported

imports $286m

0 / 0

Start / end in 12 months

EU countervailing cases held: 0

Next five years: named in 6 of the 15 15th Five-Year Plan outlines held (1.2 mentions per 100k characters), against 2 of 7 14th-plan outlines (1.1): 1.1× as dense; up in 2 and down in 0 of the 4 places with both. Anhui: “大力发展工程机械、工业母机、仪器仪表、航空制造、电力装备、船舶与海洋工程装备、物流设备等高端整体装备、成套装备，加快新型装备研发制造应用。” (outline) Plan watch.

Reading, by audience

Risk and trade policyPolicy output on shipbuilding is slowing relative to the rest of the corpus (3 documents in 24 months, in 1 provinces). China exported $47.3bn of these goods in 2025, +20% a year since 2019; 10% went to the EU-27 (+21% a year). Exports to the EU peaked in 2024 ($5.5bn) and are -17% since, while exports to the world are +18%: the EU share is falling as sales go elsewhere. From the EU side, China supplied 25% of the EU's imports of these goods from outside the EU in 2025 (+2 points since 2019). No EU countervailing case held on these goods.

Compliance and legal0 of 22 documents (0%) carry a provision or condition that favours local or Chinese firms or production. 0 sector measures come into force and 0 expire in the next 12 months.

Investors3 documents (14%) carry a fiscal or financial support measure. 0 firms are named on lists in these documents.

ResearchSector set: 22 documents whose title names the sector, plus 3 in its topic tree (22 together). Measures and preference are keyword and model screens: leads to check against the text. Momentum is relative to the corpus, which reduces but does not remove the effect of uneven collection.

Topic tree: shipbuilding → Exposure check for this sector → Subsidy file (anti-subsidy headings) → Ask the evidence about this sector ↗ All sectors → Subscribe (Atom) JSON Print brief

Documents per year

CentralProvincialCityCounty

Documents held, so collection shapes the curve; the momentum ratio is relative to the corpus.

China's exports, USD bn

WorldEU-27US

Heading	world	growth/yr	EU-27	EU since 2023	share of EU imports
Cargo ships and tankers 8901	$47.3bn	20%	$4.6bn	132%	25%

EU price and volume: imports from China €38.50/kg against €466.49/kg from other suppliers in 2025 (-92%; -95% in 2023). Volume since 2023: China 89%, others 72%.

Central → local: who restated the sector's central documents

Date	Central document	provinces	median lag
2023-12-26	五部委关于印发船舶制造业绿色发展行动纲要（2024—2030年）的通知 Notice from Five Ministries on the Issuance of the Action Plan for Green Development in the Shipbuilding Indu… 工信部联重装〔2023〕254号	0	none held	trace →
2026-09-29	交通运输部工业和信息化部国家能源局关于印发《内河新能源船舶推广应用行动方案（2026—2030年）》的通知 Notice from the Ministry of Transport, the Ministry of Industry and Information Technology and the National E… 交水发〔2026〕127号	0	42 d old	trace →

Across all State Council directives the median lag to a province's implementing document is about 151 days (middle half 84–259).

Where in China

Province	documents (36 m)	leans	with money	favouring	local-only programmes
Shanghai	2	–	0	0	15% of 620	exposure →

Latest central documents

2026-09-29	交通运输部工业和信息化部国家能源局关于印发《内河新能源船舶推广应用行动方案（2026—2030年）》的通知 Notice from the Ministry of Transport, the Ministry of Industry and Information Technology and the National E… 交水发〔2026〕127号
2023-12-26	五部委关于印发船舶制造业绿色发展行动纲要（2024—2030年）的通知 Notice from Five Ministries on the Issuance of the Action Plan for Green Development in the Shipbuilding Indu… 工信部联重装〔2023〕254号
2013-07-31	国务院关于印发船舶工业加快结构调整促进转型升级实施方案(2013-2015年)的通知 Notice of the State Council on Issuing the Implementation Plan for Accelerating Structural Adjustment and Pro… 国发〔2013〕29号
2009-06-09	船舶工业调整和振兴规划 Plan for the Restructuring and Revitalisation of the Shipbuilding Industry

Latest local documents

2026-01-24	上海市人民政府关于同意《上海崇明江南造船（集团）有限责任公司“9·4”较大中毒和窒息事故调查报告》的批复 reply · Shanghai Municipal People's Government
2025-06-17	上海市人民政府办公厅关于印发《上海市建设长兴岛世界级现代化造船基地的实施方案（2025-2027年）》的通知 notice issuing an implementation plan · Shanghai Municipal People's Government
2023-11-03	关于印发《上海船舶与海洋工程装备产业高质量发展行动计划（2023-2025年）》的通知 Notice on the Issuance of the ‘Action Plan for the High-Quality Development of Shanghai’s Shipbuilding and Of… Shanghai Municipal Commission of Economy and Information Technology
2023-11-03	关于印发《上海船舶与海洋工程装备产业高质量发展行动计划（2023-2025年）》的通知 notice issuing an action plan · 上海市经济信息化委
2022-08-31	福建省人民政府关于同意启用福州港口岸闽江口内港区福建省马尾造船股份有限公司2#泊位的通知 notice · Fujian Provincial People's Government
2021-08-17	关于印发福建省推进船舶和海洋工程装备高质量发展工作方案（2021—2023年）的通知 Notice on the Issuance of the Work Plan for Promoting the High-Quality Development of Shipbuilding and Offsho… Fujian Provincial Department of Industry and Information Technology
2014-09-15	福建省人民政府关于同意福建省翔宇造船有限公司海域使用申请的批复 reply · Fujian Provincial People's Government
2014-04-17	福建省人民政府关于同意福建信昌造船有限责任公司海域使用申请的批复 reply · Fujian Provincial People's Government
2013-01-04	福建省人民政府关于促进船舶工业转型升级十一条措施的通知 Notice of the People’s Government of Fujian Province on Eleven Measures to Promote the Transformation and Upg… Fujian Provincial People's Government
2012-12-26	福建省人民政府关于同意福建省冠海造船工业有限公司海域使用申请的批复 reply · Fujian Provincial People's Government

Measures

Measure	Group	Found	checked precision
Capital grant	Fiscal and financial support	3	70%
First-of-a-kind support	Fiscal and financial support	1	100%
Tax relief	Fiscal and financial support	1	80%
Interest subsidy	Fiscal and financial support	1	90%

Precision from the Data page: samples of ten, checked by the AI assistant; a human-coded sample is still to come.

Money on the table

关于印发福建省推进船舶和海洋工程装备高质量发展工作方案（2021—2023年）的通知 2021-08-17 · Capital grant

2.支持符合要求的高技术船舶和深海养殖装备申报省首台（套）重大技术装备认定和国家首台（套）重大技术装备保险补偿项目，按相应政策对装备生产企业和应用企业给予补助。

福建省人民政府关于促进船舶工业转型升级十一条措施的通知 2013-01-04 · Capital grant

列入省“百项千亿”重点技术改造计划的项目，享受省重点项目相关政策，按项目银行贷款实际发生额的5%给予贴息，其中以技术设备投资为主的项目可按技术设备投资额的5%予以补助，单个项目最高不超过500万元。

Rules that favour local or Chinese firms

No favouring provisions screened.

Coming into force (12 months)

No in-force date in the next 12 months.

Expiring (12 months)

No end date in the next 12 months.

Firms named most often

Firm	Ownership	Listings
No firm lists in these documents.

Listed groups: reported government grants

No listed group in this sector with HKEX grants extracted.

How this sector is defined

22 documents whose title matches 船舶(?:工业|制造|产业|建造|配套|与海洋工程|和海洋工程)|造船|修造船|海洋工程装备|海工装备|(?:绿色|智能|新能源|电动)船舶, plus 3 in the topic tree shipbuilding; 22 together. Goods: HS 8901. Measures and preference provisions are screen output; open each document for the clause.