YZJ Shipbldg SGD    Last:3.47    +0.1

The Only Shipbuilding Blue Chip in SGX!

YZJ 3Q BUSINESS REVIEW ON 6 NOV'25(Tentatively) $YZJ Shipbldg SGD (BS6.SG)$ Expected to: 1. Announcement of Hapaq Lloyd US$2B Ship orders. 2. Announcement of MAERSK US$2B Ship orders. Total US$6B done. DYOD.

 

• Minerva' s order reflects a broader market trend where owners are seeking to replace aging feeder tonnage.
• Many recent feeder vessel orders have gone to Chinese shipbuilders like Yangzijiang.
• The order is for 1,800 TEU container vessels. 

blesspeggy      ( Date: 15-Sep-2025 09:53) Posted: YZJ NEW SHIP ORDER AS AT 15/9 WORTH US$66M FROM MINERVA $YZJ Shipbldg SGD (BS6.SG)$ Minerva Marine firms up feeder options at Yangzijiang  Adis AjdinSeptember 15, 2025

 

YZJ NEW SHIP ORDER AS AT 15/9 WORTH US$66M FROM MINERVA $YZJ Shipbldg SGD (BS6.SG)$ Minerva Marine firms up feeder options at Yangzijiang  Adis AjdinSeptember 15, 2025

 

Not sure below got anybody update before.
Japan Lepta Shipping ordered two 48k cu m LPG carriers.
Not sure of the value but should be over USD 70m each.

 

CMA CGM RESPONSE TO USTR PORT FEES $YZJ Shipbldg SGD (BS6.SG)$ USTR 301 will not deter shipbuilding order to China Shipyards. CMA CGM decides against surcharge for US fees despite adding to Chinese-built fleet Liner giant says adjustments have minimised exposure to charges

 

Yes, right now is all the feeders (smaller capacity vessels) replacement.
There are still many bigger boxships that need upgrading or total replacement.
All these mean shipyards will be kept busy for at least a decade or so.

 

I think it shows that the supercycle of refresh has not completed yet.

pkli899      ( Date: 11-Sep-2025 15:05) Posted: Barely 2 weeks after their update on 29 Aug, multiple new contracts have been won. Though the exact value is not known, it should be around USD 400 - 500m. Making the total value of about USD 2 Bn to date. Slightly more than a qtr to go before year end, it is very likely to hit USD 3 Bn for the full year. Not too bad a figure despite so much head wind.

 

Barely 2 weeks after their update on 29 Aug, multiple new contracts have been won.
Though the exact value is not known, it should be around USD 400 - 500m.
Making the total value of about USD 2 Bn to date.
Slightly more than a qtr to go before year end, it is very likely to hit USD 3 Bn for the full year.
Not too bad a figure despite so much head wind.

 

YZJ SHIP BUILDING COMPLETION AS AT 11/9 $YZJ Shipbldg SGD (BS6.SG)$ YTD:31 vs. 56 Ships Completed. 生 产 速 递 】 为 MSC建 造 的 第 九 艘 LNG双 燃 料 16000TEU集 装 箱 船 ?MSC LINZIE?轮 交 付 离 厂 扬 子 江 船 业 2025年 09月 11日 08:35 听 全 文

 

YZJ NEW SHIP ORDER AS AT 10/9 WORTH US$400M $YZJ Shipbldg SGD (BS6.SG)$ Andreas Martinos sees feeder fleet hit a dozen ships with fresh addition Greek owner builds on his early lead in investing in modern, small container ships The 1,800-teu Little Emma was the first container ship built by Jiangsu New Yangzi Shipbuilding for Greek shipowner Minerva Marine.Photo: Jiangsu New Yangzi Shipbuilding Harry Papachristou TradeWinds correspondentAthens Published 10 September 2025, 19:45 Minerva Dry, one of the earliest Greek companies to invest in modern feeder container ships, has added yet another vessel to its growing fleet. The move pushes its total outlay in the segment to almost $400m so far.

 

Great news ... today 3.3 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀

blesspeggy      ( Date: 10-Sep-2025 18:44) Posted: YZJ NEW SHIP ORDER AS AT 10/9 WORTH US$180M $YZJ Shipbldg SGD (BS6.SG)$ Special attention｜ Returning to Chinese shipyards, this Greek shipowner also joined the wave of regional ship orders Original Xue Longyu China Ship Inspection September 10, 2025 17:52 Read the full story Recently, orders for new regional container ships have continued to emerge. Danaos, one of the world's largest independent container ship owners, is also rumored to have joined the order list. A Chinese shipyard has ordered 2 new medium-sized container ships to be built, with a total cost of nearly 0.18 billion US dollars.

 

YZJ NEW SHIP ORDER AS AT 10/9 WORTH US$180M $YZJ Shipbldg SGD (BS6.SG)$ Special attention｜ Returning to Chinese shipyards, this Greek shipowner also joined the wave of regional ship orders Original Xue Longyu China Ship Inspection September 10, 2025 17:52 Read the full story Recently, orders for new regional container ships have continued to emerge. Danaos, one of the world's largest independent container ship owners, is also rumored to have joined the order list. A Chinese shipyard has ordered 2 new medium-sized container ships to be built, with a total cost of nearly 0.18 billion US dollars.

 

KOREA HD HYUNDAI SHIPPING COMPANY RIOTS $YZJ Shipbldg SGD (BS6.SG)$ 又 开 始 了 ....船 厂 起 重 机 被 占 领 Original 龙 de船 人 龙 de船 人 2025年 09月 10日 16:22 听 全 文 因 薪 资 谈 判 陷 入 僵 局 ， HD现 代 旗 下 造 船 子 公 司 再 次 发 起 联 合 罢 工 ， 劳 资 纠 纷 愈 演 愈 烈 ， 船 厂 生 产 已 受 到 影 响 。 冲 突 升 级 ， 船 厂 起 重 机 被 非 法 占 领 据 《 朝 鲜 日 报 》 消 息 ， 继 9月 9日 进 行 部 分 罢 工 后 ， HD现 代 重 工 工 会 于 9月 10日 上 午 9点 起 再 次 举 行 长 达 7小 时 的 局 部 罢 工 ， 并 于 同 日 发 起 占 领 HD现 代 重 工 蔚 山 船 厂 起 重 机 的 抗 议 活 动 ， 企 图 以 此 加 快 解 决 薪 资 谈 判 问 题 。

 

YZJ LOI US$2.1B= HAPAG LLOYD 12X16800TEU? $YZJ Shipbldg SGD (BS6.SG)$ Next coming.

 

YZJ NEW SHIP ORDER AS AT 09/9 Worth US$70M $YZJ Shipbldg SGD (BS6.SG)$ YTD: 39 Ships orders won. South Korean shipowner Dongjin inks its first newbuilding order in China The feeder liner company ordered three newbuildings at Yangzijiang Shipbuilding Irene Ang TradeWinds correspondentSingapore Published 9 September 2025, 15:14 South Korean feeder liner operator Dongjin Shipping is said to be expanding its fleet with three new container ships after inking its first known order in China. The Seoul-based company has placed an order worth nearly $70m for feeder ships at Yangzijiang Shipbuilding.

 

New Win by YZJ.

 

Fully ageeed , I made good money in this stock 
I believe in them since one must know how to read balence sheet 
only jokers speaks nonsense 

BinderyT      ( Date: 09-Sep-2025 10:33) Posted: You can ignore this retard.   He' s the one with zero shares but spamming all over SJ telling people to sell during Liberation Day crash. Those of us who ignored him and bought below $2 now laughing all the way to the bank while he comes and bark like a stupid dog occasionally. Ovywind      ( Date: 08-Sep-2025 17:57) Posted: Old news ....sounds like trying to poisoning pure water  yzj is moving steadily.. 3.25 by tomorrow 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀

 

You can ignore this retard.   He' s the one with zero shares but spamming all over SJ telling people to sell during Liberation Day crash.

Those of us who ignored him and bought below $2 now laughing all the way to the bank while he comes and bark like a stupid dog occasionally.

Ovywind      ( Date: 08-Sep-2025 17:57) Posted: Old news ....sounds like trying to poisoning pure water  yzj is moving steadily.. 3.25 by tomorrow 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 dontbetray      ( Date: 08-Sep-2025 17:19) Posted: https://www.businesstimes.com.sg/companies-markets/transport-logistics/cosco-shipping-holdings-and-orient-overseas-international-could-be-hit-over-us2-1-billion-us-port The HSBC report indicates that Cosco Shipping Holdings and Orient Overseas (International) could face over US$2.1 billion in US port fees starting October 14, 2025, significantly impacting their financials. Cosco may incur US$1.5 billion in fees, eroding 74% of its FY2026 consensus Ebit margin, while Orient Overseas could face US$654 million, reducing its Ebit margin by 65%. Non-Chinese carriers are expected to face negligible impact, as they can deploy non-China-built ships (71% of global container capacity by TEU). Chinese carriers might mitigate fees by rerouting via Canada, Mexico, or the Caribbean, increasing demand for feeder services, or using allied partners&rsquo non-Chinese ships on transpacific routes. This could temporarily tighten capacity. In 2024, 15% of US port calls by tonnage used Chinese-built vessels, with some non-Chinese lines like Maersk and Hapag-Lloyd already shifting to South Korean-built ships.

 

Think need a little more time before getting there.

 

hopefully today bbs will help yzj push it to 3.32, historical new high.