惠生清能董事长刘洪钧： 融合破局 驶向海洋高端装备深蓝区

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][2] - The ocean economy's production value in China is projected to reach 10 trillion yuan in 2024, with a year-on-year growth of 5.9%, and the marine manufacturing sector contributing 3 trillion yuan [2] - The industry is transitioning from quantity accumulation to quality leap, characterized by a shift towards deep-sea development [2] Industry Development - Continuous policy support is driving the industry's growth, with the 20th National Congress of the Communist Party of China emphasizing the construction of a strong marine nation [2] - During the 14th Five-Year Plan period, China's marine engineering equipment sector leads the world in manufacturing value added, export volume, and new orders [2] Challenges and Strategies - The industry faces challenges such as core technology monopolies, a fragmented industrial structure, and pressures from extreme environments and ecological protection [2] - To overcome these challenges, the industry must adopt an integrated approach focusing on "integration, intelligence, modularization, and low carbon" [2][3] Company Achievements - The company has made significant progress in its core products, particularly in the FLNG sector, where it has delivered China's first fully autonomous FLNG, capturing approximately 30% of the global new FLNG platform market [3] - In the FPSO sector, while the company has addressed basic operational issues, it still needs to enhance brand recognition and competitiveness in the supply chain [3] Future Outlook - The company aims to extend its capabilities along the "smile curve" by enhancing front-end design and basic research, as well as improving back-end brand value and service levels [3] - Emphasizing innovation-driven growth is essential for elevating the overall value chain of the marine high-end equipment manufacturing sector, positioning it as a national asset for building a strong marine nation [3]