Seoul Economic Daily EnglishCodex · 实盘不做把握 5/10
北京时间·🕒 发布 09:03:53时区推断·⟳ 抓取 09:40:21·⚡ 决策 07-19 09:52:07 +11m46s·100.3 天前
HD Hyundai与美国EPC公司Kiewit签署美国造船合作战略伙伴关系
合作内容为探索美国本土联合造船、船体分段和模块生产,未披露订单金额、产能落地时间或利润分配。
📄 原文Seoul Economic Daily English↗ 原文
HD Hyundai Partners with US EPC Giant Kiewit for Local Shipbuilding
HD Hyundai (267250.KS) is launching shipbuilding cooperation in the United States with Kiewit, the largest US engineeri…
不做 HD Hyundai(267250.KS)
战略合作未披露金额、订单、排产或利润分配,且美国造船合作此前已有多次MOU铺垫,短线edge不足。
不做 HD Korea Shipbuilding & Offshore Engineering(009540.KS)
受益逻辑存在但仍停留在合作框架,缺少可量化订单和业绩弹性,当前不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-19 · 扩散 low · price-in 风险 medium ↗
关键理由
- 合作内容为探索美国本土联合造船、船体分段和模块生产,未披露订单金额、产能落地时间或利润分配。
主要风险
- HD Hyundai此前已与Huntington Ingalls、Edison Chouest Offshore签署美国本土造船MOU,本次更像延续性合作框架,短线增量不清。
原文全文
展开原文 · 1,915 字
HD Hyundai (267250.KS) is launching shipbuilding cooperation in the United States with Kiewit, the largest US engineering, procurement and construction (EPC) company.
HD Hyundai said on the 19th that it had signed a "strategic partnership for shipbuilding business cooperation" with Kiewit.
The signing ceremony, held at Kiewit Offshore's headquarters in Corpus Christi, Texas, was attended by executives and officials from both companies, including Choi Han-nae, head of the planning division at HD Korea Shipbuilding & Offshore Engineering (009540.KS), and Chad Johnson, CEO of Kiewit Offshore.
Kiewit is the largest integrated construction, engineering and infrastructure company in the United States, with strengths in large-scale EPC projects across power, energy, offshore and industrial facilities. It has a rich track record in the fabrication, installation and commissioning of large offshore structures in North America as well as South American regions including Brazil.
Under the partnership, the two companies will explore joint shipbuilding within the United States and cooperate in the production of ship blocks and modules. The approach combines HD Hyundai's design, materials supply chain and construction technology with Kiewit's local fabrication and construction capabilities to jointly carry out business in the United States.
"Through cooperation with Kiewit, we plan to actively support US efforts to rebuild the shipbuilding industry," an HD Hyundai official said. "Going forward, we will expand cooperation between the two companies into the floating data center (FDC) field and seek business opportunities in the North American infrastructure market, which is showing explosive growth."
HD Hyundai has continued various cooperation projects in the United States, signing MOUs for local shipbuilding with Huntington Ingalls in April last year and with Edison Chouest Offshore (ECO) in June.
HD Hyundai said on the 19th that it had signed a "strategic partnership for shipbuilding business cooperation" with Kiewit.
The signing ceremony, held at Kiewit Offshore's headquarters in Corpus Christi, Texas, was attended by executives and officials from both companies, including Choi Han-nae, head of the planning division at HD Korea Shipbuilding & Offshore Engineering (009540.KS), and Chad Johnson, CEO of Kiewit Offshore.
Kiewit is the largest integrated construction, engineering and infrastructure company in the United States, with strengths in large-scale EPC projects across power, energy, offshore and industrial facilities. It has a rich track record in the fabrication, installation and commissioning of large offshore structures in North America as well as South American regions including Brazil.
Under the partnership, the two companies will explore joint shipbuilding within the United States and cooperate in the production of ship blocks and modules. The approach combines HD Hyundai's design, materials supply chain and construction technology with Kiewit's local fabrication and construction capabilities to jointly carry out business in the United States.
"Through cooperation with Kiewit, we plan to actively support US efforts to rebuild the shipbuilding industry," an HD Hyundai official said. "Going forward, we will expand cooperation between the two companies into the floating data center (FDC) field and seek business opportunities in the North American infrastructure market, which is showing explosive growth."
HD Hyundai has continued various cooperation projects in the United States, signing MOUs for local shipbuilding with Huntington Ingalls in April last year and with Edison Chouest Offshore (ECO) in June.
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