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NH Investment & Securities predicts that Korean shipbuilders will see an increase in orders in 2025, surpassing last year's $22.8 billion due to a resurgence in gas carrier orders. HD Korea Shipbuilding & Offshore Engineering has set a target of $26.8 billion, a 17.5% increase.

The firm highlights the importance of cooperation with foreign shipbuilders, rising LNG carrier prices, and naval ship orders as factors influencing share prices. Global commercial ship orders are expected to reach about 90 million tons, suggesting further growth for Korean shipbuilders.

Special-purpose ships, including naval exports, may also see expanded opportunities. Factors such as the resumption of the Mozambique LNG project and new LNG projects are anticipated to drive demand and prices. Additionally, HD Hyundai Heavy Industries' collaboration with Huntington Ingalls could mark a significant milestone, with planned expansions in the Philippines and Vietnam potentially increasing order values by 2027.