Core Insights - The ocean economy is emerging as a new engine for economic growth and a competitive frontier for technology, with a focus on the integration of high-end equipment manufacturing [1] - The ocean economy is projected to reach a production value of 10 trillion yuan in 2024, with a year-on-year growth of 5.9%, indicating significant market potential for high-end equipment manufacturing [1] - The industry is experiencing a transition from quantitative accumulation to qualitative leaps, characterized by a shift towards deep-sea development [1] Industry Development - Continuous policy support is driving the industry's growth, with the Chinese government emphasizing the construction of a strong marine nation and the importance of marine engineering equipment [1] - The marine engineering equipment sector leads the world in manufacturing value added, export volume, and new orders during the 14th Five-Year Plan period [1] Challenges and Solutions - The industry faces challenges such as core technology monopolies, a fragmented industrial structure, and pressures from extreme environments and ecological protection in deep-sea development [2] - The company advocates for a shift from traditional "single-point technology breakthroughs" to a focus on integration, intelligence, modularity, and low carbonization, termed the "four integrations" [2] Product Achievements - The company has made significant progress in the FLNG (Floating Liquefied Natural Gas) sector, delivering China's first fully autonomous FLNG, capturing approximately 30% of the global new FLNG platform market [2] - In the FPSO (Floating Production Storage and Offloading) sector, the company acknowledges the need to enhance brand recognition and competitiveness in the supply chain, particularly in overseas markets [2] Strategic Partnerships - The company has established long-term partnerships with international energy firms such as ENI, Petronas, and Turkish Petroleum, evolving from a project participant to a co-builder of the international energy ecosystem [2] Future Outlook - The company emphasizes the need for Chinese enterprises to extend their capabilities towards the ends of the "smile curve," enhancing design and basic research at the front end while improving brand value and service levels at the back end [3] - Innovation-driven strategies are essential for elevating the overall value chain of the marine high-end equipment manufacturing sector, positioning it as a vital tool for building a strong marine nation [3]
融合破局 驶向海洋高端装备深蓝区
Zhong Guo Zheng Quan Bao·2025-11-09 20:14