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The issue really was that I couldn't use the improved ship building PM (which is more profitable),because the AI had wrecked the prices by spitting ship yards. I now still have to nationalize the occasional ship yard to keep prices stable. (And watch the trade routes of course)
This is an extra fix for low warship demand, though: attack someone (and bring in the biggest naval power as an ally (for a war goal)).
The problem isn't with the export. Trying to up the demand for ships via exporting only made the AI build more shipyards. (Also exporting them made for only slightly profitable trade routes that also drained the Suez canals wealth rating). The only sollution so far is to not allow foreign investment and nationalize shipyards to tear them down.
At one point I had -45% price demand on ships within my country and the investmentfund just kept building shipyards.