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中集集团:截至2025年6月末,海工手持订单约55.5亿美元
Zheng Quan Ri Bao· 2026-01-07 13:41
Group 1 - The core viewpoint of the article highlights that CIMC Group has a strong order reserve in the offshore oil and gas sector, amounting to approximately $5.55 billion, with production scheduled until 2027/2028 [1] - The company is focusing on high-quality, high-end equipment orders, primarily in FPSO/FLNG projects for oil and gas, while also tracking existing clients for non-oil and gas orders [1] - Investment in offshore oil and gas projects is experiencing delays due to macroeconomic uncertainties and high interest rates, with industry forecasts suggesting that delayed projects will be released in 2026, leading to a peak in investment for at least three consecutive years from 2026 to 2028 [1] Group 2 - The company's operational status is strong, with a high level of orders on hand, which is expected to support robust growth in revenue and profit for the year, provided efficient delivery is maintained [1]
中集集团:海工板块手持订单约55.5亿美元
Group 1 - The core viewpoint of the article is that CIMC Group's offshore engineering segment has a strong order backlog and is expected to see significant revenue and profit growth through 2025 due to high-quality, high-end equipment orders, primarily in FPSO/FLNG projects [1] - As of the end of June 2025, the offshore engineering segment has approximately $5.55 billion in hand orders, which are scheduled for production until 2027/2028 [1] - Industry forecasts suggest that delayed offshore oil and gas projects, influenced by macroeconomic uncertainties, will be released in 2026, leading to peak investments in deep-sea projects for three consecutive years from 2027 to 2028 [1]