![]() |
市场调查报告书
商品编码
1968464
军舰和海军舰艇市场-全球产业规模、份额、趋势、机会和预测:按营运类型、应用类型、最终用途类型、地区和竞争格局划分,2021-2031年Warship and Naval Vessels Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Operation Type, By Application Type, By End Use Type, By Region & Competition, 2021-2031F |
||||||
全球军舰和海军舰艇市场预计将从 2025 年的 703.4 亿美元成长到 2031 年的 1,043.2 亿美元,复合年增长率为 6.79%。
此领域涵盖专为水面作战、潜舰作战和海上安全而设计的专用军事平台,包括驱逐舰、护卫舰和航空母舰等舰艇。市场成长的主要驱动力是日益加剧的地缘政治紧张局势以及保护全球贸易航线免受非对称海上威胁的战略需求。此外,各国正在优先推进舰队现代化计画,致力于用能够在衝突地区持续作战的多用途作战舰艇替换老旧舰艇。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 703.4亿美元 |
| 市场规模:2031年 | 1043.2亿美元 |
| 复合年增长率:2026-2031年 | 6.79% |
| 成长最快的细分市场 | 地面车队 |
| 最大的市场 | 北美洲 |
根据国际战略研究所(IISS)的预测,到2024年,全球国防费用预计将达到2.46兆美元,凸显了支持海军筹资策略的巨额财政投入。然而,造船和全寿命週期维护的巨额成本对市场构成了重大障碍。这些高昂的财政负担往往迫使各国海军减少采购量并推迟关键采购计划,严重阻碍了市场扩张。
全球国防预算和海军采购规模的不断扩大是市场成长的主要驱动力,背后是各国为应对感知到的海上威胁和维护领土利益而采取的紧急行动。尤其是在印太地区地缘政治紧张局势不断升级的背景下,各国政府正投入创纪录的资金购买先进的水面作战舰艇和潜水艇。例如,根据亚洲新闻台2025年3月报道,中国宣布将年度国防预算增加7.2%,达到约2,456亿美元(1.78兆元),显然旨在加速中国人民解放军海军的现代化建设。这种资本支出的激增引发了区域竞争对手之间的相互投入,形成了一个持续的高价值海军合约循环。作为这种被动采购趋势的一个例子,根据美国海军学会新闻网 2024 年 12 月报道,日本政府核准了2025 财年创纪录的 8.7 兆日元(约合 551 亿美元)国防预算,重点是采购新的护卫舰和配备Aegis系统的舰艇。
同时,自主系统和无人系统的融合正在从根本上改变舰艇设计和作战理论。海军部队正加速从完全依赖有人舰艇转向混合部队结构,利用无人水面载具和水下舰艇执行危险的情报收集、监视和侦察任务。这种技术变革降低了人员风险,同时产生了倍增效应,提高了舰队在争议水域部署的成本效益。澳洲海军与安杜里尔澳洲公司签订的价值17亿澳元的合约就是一个佐证这一趋势的重要例子,该合约用于製造一支名为「幽灵鲨」的超大型自主水下舰艇舰队,正如《海军新闻》2025年9月报道的那样。此类投资表明,自主平台正从实验原型走向核心采购项目,为海军製造业创造了一个新的高成长收入来源。
造船和全寿命週期维护的巨额成本是海军舰艇行业扩张的主要障碍。开发现代作战平台需要整合复杂的结构和电子系统,这显着推高了单位成本。日益沉重的财政负担常常迫使国防部修改其筹资策略,导致订单减少和舰队现代化计画延长。这种财政压力限制了造船厂的目标市场,因为有限的预算被用于建造数量更少、价格更高的船隻,而不是建造更多的新船。
这些不断上涨的成本的影响在近期的估值中显而易见。据美国海军学会(USNI)称,预计到2024年完成首艘卫星群级护卫舰的建造费用已升至约16亿美元。如此飙升的成本迫使海军将资金用于维护现有舰艇,而非购买新舰。因此,采购和长期维护的高昂资金门槛直接阻碍了市场的整体成长。
舰载定向能量武器的研发和部署正迅速引起各国海军的关注,他们正寻求一种经济高效的解决方案来应对无人机和飞弹的饱和攻击。传统的动态拦截系统资源密集且弹药容量有限,而高能量雷射和微波系统则具有弹药容量巨大且单发成本极低的优势。这种作战方式的转变为国防企业提供了一个重要机会,使其能够将高功率武器系统整合到现有的水面作战舰艇中,尤其是在更经济高效地应对空中威胁方面。作为这项战略转变的佐证,英国国防部于2025年11月在「龙火雷射武器合约公告」中授予MBDA英国公司一份价值3.16亿英镑的合约。该合约明确旨在为英国45型驱逐舰配备高功率雷射武器,以增强舰队抵御复杂空中目标的能力。
同时,混合动力推进和不依赖空气推进系统的转型正在透过提升声学隐身性和作战续航能力,彻底改变水下和水面作战领域。各国海军对推进解决方案的需求日益增长,这些方案既能延长水下航程,又能降低热讯号和声学特征,迫使製造商在燃料电池和锂离子电池技术方面进行创新。这种对先进推进能力的需求,为那些致力于舰队现代化改造,使其能够在竞争激烈的环境中作战而无需频繁浮出水面的专业造船商带来了前所未有的工作量。例如,蒂森克虏伯海事系统公司在其2025年5月发布的「2024/2025财年半年度财务报告」中宣布,其订单累积订单已达到创纪录的161亿欧元。这主要得益于配备不依赖空气推进系统的潜舰合同,例如212CD型和218SG型潜舰项目。
The Global Warship and Naval Vessels Market is projected to expand from USD 70.34 Billion in 2025 to USD 104.32 Billion by 2031, registering a CAGR of 6.79%. This sector encompasses specialized military platforms engineered for surface warfare, submarine missions, and maritime security, including assets such as destroyers, frigates, and aircraft carriers. The market's growth is primarily fueled by escalating geopolitical tensions and the strategic necessity of protecting global trade routes against asymmetric maritime threats. Additionally, nations are prioritizing fleet modernization initiatives to replace aging hulls with versatile combatants capable of sustained operations in contested environments.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 70.34 Billion |
| Market Size 2031 | USD 104.32 Billion |
| CAGR 2026-2031 | 6.79% |
| Fastest Growing Segment | Surface Fleet |
| Largest Market | North America |
According to the 'International Institute for Strategic Studies', global defence spending reached USD 2.46 trillion in 2024, highlighting the substantial fiscal commitment supporting naval procurement strategies. However, the market faces a significant hurdle due to the exorbitant costs associated with shipbuilding and lifecycle maintenance. These high financial burdens often compel navies to scale back procurement volumes or delay critical acquisition schedules, creating a substantial barrier to broader market expansion.
Market Driver
The Expansion of Global Defense Budgets and Naval Procurement serves as the primary engine for market growth, driven by nations rushing to counter perceived maritime threats and secure territorial interests. As geopolitical friction intensifies, particularly in the Indo-Pacific, governments are allocating record funding to acquire advanced surface combatants and submarines. For instance, according to Channel News Asia in March 2025, China announced a 7.2 percent increase in its annual defense budget to approximately USD 245.6 billion (1.78 trillion yuan), explicitly aiming to accelerate the modernization of the People's Liberation Army Navy. This surge in capital expenditure triggers reciprocal spending among regional rivals, creating a sustained cycle of high-value naval contracting. Illustrating this reactive procurement trend, according to USNI News in December 2024, the Japanese Cabinet approved a record-breaking defense budget of 8.7 trillion yen (approximately USD 55.1 billion) for Fiscal Year 2025, heavily emphasizing the acquisition of new frigates and Aegis-equipped vessels.
Simultaneously, the Integration of Autonomous and Unmanned Systems is fundamentally reshaping naval architecture and operational doctrines. Navies are increasingly moving away from exclusively manned fleets toward hybrid force structures that utilize unmanned surface and underwater vehicles for dangerous intelligence, surveillance, and reconnaissance missions. This technological shift reduces risk to personnel while offering a cost-effective multiplier for fleet presence in contested waters. A significant validation of this trend occurred when, according to Naval News in September 2025, the Royal Australian Navy awarded a contract worth AUD 1.7 billion to Anduril Australia to manufacture a fleet of 'Ghost Shark' extra-large autonomous undersea vehicles. Such investments confirm that autonomous platforms are transitioning from experimental prototypes to core acquisition programs, generating a new, high-growth revenue stream within the naval manufacturing sector.
Market Challenge
The exorbitant costs associated with shipbuilding and lifecycle maintenance constitute a substantial barrier to the expansion of the naval vessels sector. Developing modern combat platforms requires the integration of complex structural and electronic systems, significantly driving up unit prices. As these financial demands intensify, defense departments are frequently forced to revise procurement strategies, often resulting in reduced order volumes or the postponement of fleet modernization initiatives. This fiscal pressure limits the addressable market for shipyards, as finite budgets are consumed by fewer, more expensive assets rather than a larger number of new hulls.
The impact of these rising expenses is evident in recent valuations. According to the 'U.S. Naval Institute', in '2024', the estimated cost to complete the lead ship of the Constellation-class frigate program rose to approximately USD 1.6 billion. Such cost escalations compel navies to divert capital toward sustaining existing inventory rather than acquiring new vessels. Consequently, the high financial threshold for acquisition and long-term sustainment directly impedes the overall growth trajectory of the market.
Market Trends
The Development and Deployment of Ship-Based Directed Energy Weapons is rapidly gaining traction as navies seek cost-effective solutions to counter saturation attacks from drones and missiles. Unlike traditional kinetic interceptors which are resource-intensive and limited by magazine capacity, high-energy lasers and microwave systems offer a deep magazine with a negligible cost-per-shot ratio. This operational pivot is creating substantial opportunities for defense contractors to integrate power-dense weapon systems onto existing surface combatants, specifically to neutralize aerial threats with greater financial efficiency. Validating this strategic shift, according to the UK Ministry of Defence in November 2025, in the 'DragonFire Laser Contract Announcement', the government awarded a contract worth GBP 316 million to MBDA UK to install these high-power laser weapons on Royal Navy Type 45 destroyers, explicitly aiming to bolster fleet protection against complex aerial targets.
Simultaneously, the Transition to Hybrid-Electric and Air-Independent Propulsion Systems is revolutionizing the underwater and surface domains by enhancing acoustic stealth and operational endurance. Navies are increasingly demanding propulsion solutions that reduce thermal and acoustic signatures while extending submerged range, driving manufacturers to innovate in fuel cell and lithium-ion battery technologies. This demand for advanced propulsion capabilities is generating record operational activity for specialized shipbuilders who are modernizing fleets to operate in contested environments without frequent surfacing. For instance, according to thyssenkrupp Marine Systems in May 2025, in the 'Half-Year Financial Report 2024/2025', the company secured a record order backlog of EUR 16.1 billion, largely fueled by contracts for Air-Independent Propulsion equipped submarines such as the Type 212CD and Type 218SG programs.
Report Scope
In this report, the Global Warship and Naval Vessels Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Warship and Naval Vessels Market.
Global Warship and Naval Vessels Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: