American logistic expert reports from China video: Are stock investors valuing Chinese companies wrong? Shipbuilders and the monopsony problem. 美國物流專家從中國發回的報告影片：股票投資人對中國公司的估值是否錯誤？造船企業和買方壟斷問題.

https://www.tiktok.com/t/ZP8BRqSb9/
https://youtu.be/otBUuOmkWOM?si=G65-rXtPeMfsmGeI
https://rumble.com/v6xnakg-are-stock-investors-valuing-chinese-companies-wrong-shipbuilders-and-the-mo.html

Two giant Chinese shipbuilders are merging, and going public on the Shanghai Stock Exchange at an expected valuation of $16 billion.

The combined companies are by far the largest shipbuilder in the world, with an order book of over 500 ships from commercial sectors, and huge contracts with the Chinese Navy.

America’s largest shipbuilder is Huntington Ingalls (HII) which has a market cap of over $10 billion. HII is a Pentagon supplier, with contracts for Ashleigh Burke destroyers, amphibious ships, and repairs. On average, Huntington Ingalls delivers two large ships per year.

Supply chain troubles may be in store for HII, as they were put on China’s export ban list for critical minerals and metals, which the firm needs to build destroyers and other vessels for the US Navy.

兩家中國大型造船企業即將合併，並將在上海證券交易所上市，預計估值160億美元。

合併後的公司將成為迄今為止全球最大的造船企業，其商用船舶訂單超過500艘，並與中國海軍簽訂了巨額合約。

美國最大的造船企業是亨廷頓英格斯公司（HII），市值超過100億美元。 HII是五角大廈的供應商，與阿什利·伯克級驅逐艦、兩棲艦艇以及維修合約簽訂。亨廷頓英格斯公司平均每年交付兩艘大型船舶。

HII可能面臨供應鏈困境，因為該公司被列入中國關鍵礦產和金屬出口禁令名單，而該公司需要這些礦產和金屬來為美國海軍建造驅逐艦和其他艦艇.