证券日报网1月7日讯 ，中集集团在接受调研者提问时表示，从订单储备看，截至2025年6月末，海工手 持订单约55.5亿美元，已排产至2027/2028年。接单方面，公司还是聚焦高质量、高端装备订单，油气 订单以FPSO/FLNG项目为主，非油气订单主要跟踪已合作的客户，积极获取订单。此外，海上油气项 目投资年内受宏观经济不确定性、利率较高等影响，项目有所延后，Rystad等行业机构也预测延后的项 目将在2026年释放，并且连同2027-2028年的深海项目投资额将连续实现至少3年的高峰。从公司的经营 状况来看，得益于在手订单保持高位，在高效交付的前提下，全年营收及利润都有望保持较强的增长趋 势。 （文章来源：证券日报） ...

记者12月25日从浙江省海洋经济发展厅获悉，近日浙江省十四届人大常委会第二十一次会议审议并通过 《浙江省海洋经济高质量发展促进条例》，将于2026年3月1日起正式施行。据悉，这是浙江出台的首部 海洋经济省级综合性法规，标志着浙江海洋强省建设迈入了战略引领、法治护航的新阶段。 此外，《条例》坚持陆海统筹与绿色发展，建立健全海洋资源确权登记制度、自然岸线保护利用和海岸 线管理制度以及渔业资源保护补偿机制，并对海域立体分层设权、海洋种质资源保护区管理、海洋生态 修复等作出具体规定。 2025年前三季度，浙江全省海洋生产总值9300亿元，现价同比增长6.3%；截至目前，宁波舟山港集装 箱吞吐量历史性突破4000万标箱，今年有望突破4300万标箱，同比增长10%以上。 （文章来源：新华社） 《条例》对浙江省重点发展的海洋产业予以明确，并明确发展要求、支持措施，推动海洋化工、海洋船 舶、海洋工程装备、海洋旅游、海洋渔业等重点产业转型升级，推动海洋清洁能源、海水淡化、海洋新 材料、海洋生物药物、海洋电子信息等产业规模化发展，充分激发浙江海洋资源禀赋和产业优势。 同时，《条例》提出，浙江将完善海洋产业科技项目支持和管理体系， ...

（原标题：湖北武汉"十五五"规划建议：对接海洋强国战略，积极发展海洋工程装备产业） 人民财讯12月22日电，中共武汉市委关于制定全市国民经济和社会发展第十五个五年规划的建议发布， 其中提到，围绕未来制造、未来信息、未来材料、未来健康、未来能源等主攻方向，加快在具身智能、 未来显示、第六代移动通信、高端芯片、量子科技、脑机接口、生物制造、氢能和核聚变能等细分领域 抢占新赛道，争创国家新兴产业发展示范基地。建立未来产业投入增长和风险分担机制，实施新技术新 产品新场景大规模应用示范行动。大力发展军民融合产业。对接海洋强国战略，积极发展海洋工程装备 产业。 ...

南财智讯12月9日电，中集集团在投资者关系活动中表示，截至2025年6月末，海工板块手持订单约55.5 亿美元，已排产至2027/2028年。公司聚焦高质量、高端装备订单，油气订单以FPSO/FLNG项目为主。 得益于在手订单保持高位，在高效交付的前提下，2025年全年营收及利润有望保持较强增长趋势。行业 机构预测，受宏观经济不确定性等因素影响延后的海上油气项目将在2026年释放，并带动2027-2028年 深海项目投资连续三年处于高峰。 ...

Core Viewpoint - The "15th Five-Year Plan" of Guangxi aims to establish an integrated new pattern of "channel-port-industry-city," focusing on modernizing the industrial system and promoting a maritime economy to drive regional development [3][10]. Group 1: Infrastructure Development - The Pinglu Canal, a key project in the plan, is set to enhance logistics by reducing the shipping distance from Nanning to Beibu Gulf by approximately 560 kilometers and lowering logistics costs by over 20% [4]. - The canal will support a single-direction annual throughput capacity of 89 million tons and accommodate 5,000-ton vessels, with phased navigation expected by 2026 [4]. - The integration of the canal with rail, highway, and air networks will facilitate a multi-modal transport system, enhancing efficiency and reducing costs for goods moving from the southwest to the Gulf [5]. Group 2: Economic Corridor Development - The Western Land-Sea New Corridor is evolving from a logistics route to a comprehensive economic corridor that integrates shipping, trade, finance, and information [6]. - By 2025, the cargo throughput at Beibu Gulf Port is projected to exceed 400 million tons, with container throughput surpassing 8 million TEUs [6]. - The port is undergoing significant upgrades to handle the world's largest oil tankers and bulk carriers, positioning it as an international shipping hub facing ASEAN [6]. Group 3: Industrial Growth - The plan emphasizes the development of a "maritime economy," focusing on high-end manufacturing sectors such as marine engineering equipment, offshore wind power, and marine biomedicine [7]. - Guangxi aims to establish ten modern pillar industries, including critical metals, new energy vehicles, and artificial intelligence, with a goal of creating trillion-yuan industry clusters [8]. - The region is also prioritizing future industries like embodied intelligence, low-altitude economy, and hydrogen energy, with initiatives to support small and medium enterprises [9]. Group 4: Integrated New Pattern - The comprehensive strategy involves enhancing connectivity through a "land-sea-air-data" network, establishing Beibu Gulf as an international gateway port, and clustering industries along transport routes [10]. - The development of modern coastal cities that are livable, business-friendly, and tourist-friendly is a key aspect of the plan [10]. - The overarching goal is to create a new maritime economic landscape that not only benefits Guangxi but also aligns with national strategies for modernization in border and ethnic regions [10].

Core Viewpoint - The Guangxi Zhuang Autonomous Region Committee of the Communist Party of China has proposed a strategic plan to significantly develop the marine economy, emphasizing high-quality growth and the establishment of a strong marine region [1] Group 1: Marine Economic Development - The plan aims to construct a strategic layout that integrates land and sea, promotes mountain-sea linkage, river-sea connectivity, and border-sea integration [1] - There is a strong focus on developing port industries and manufacturing sectors such as marine engineering equipment, marine vessels, and marine biomedicine [1] - The initiative includes the creation of a high-end green chemical new materials industry cluster in the Beibu Gulf [1] Group 2: Renewable Energy and Infrastructure - The development of the offshore wind power industry is a key component of the strategy [1] - The plan outlines the construction of a modern marine transportation system and the acceleration of national-level marine ranch construction [1] Group 3: Innovation and Resource Management - Emphasis is placed on enhancing marine scientific innovation and supporting the establishment of marine laboratories in Guangxi [1] - Comprehensive surveys of marine resources will be conducted to improve the efficiency of sea area resource utilization [1] - The establishment of a smart marine regulatory service platform in Guangxi is also highlighted, along with improvements in maritime law enforcement and judicial capabilities [1]

Core Insights - The article discusses the globalization journey of CIMC Group, a leading logistics and energy equipment supplier, highlighting its transition from product export to global operations [1][2][3] Group 1: Company Overview - CIMC Group is one of the earliest Chinese companies to expand overseas, with a business portfolio that includes containers, road transport vehicles, energy and chemical equipment, airport equipment, and marine engineering [2] - The company's overseas revenue accounts for approximately 50%, with over 30 large factories established in more than 20 countries [2] Group 2: Stages of Globalization - The globalization journey of CIMC Group is divided into four stages: 1. From 1997 to 2003, focusing on product export and initial overseas material sourcing [2] 2. From 2003 to 2007, rapid internationalization through acquisitions, including a significant acquisition of a fifth-ranked semi-trailer factory in the U.S. [2] 3. From 2008 to 2011, acquiring a Singaporean marine engineering company, which now produces drilling platforms for combustible ice [3] 4. From 2012 to present, a phase of diversified overseas expansion, acquiring major companies in the UK, Singapore, France, and Germany [3] Group 3: Globalization Strategy - CIMC Group's globalization strategy has evolved, focusing on three dimensions: 1. Progression in operational forms from product export to operational and cultural management overseas [3] 2. Business layout expansion from containers to vehicles, energy equipment, and airport equipment, with a long-term focus on Europe and the U.S. [3] 3. Transition from product manufacturing to building overseas design capabilities [3] Group 4: Challenges and Solutions - Cross-cultural conflicts are identified as significant challenges for Chinese companies going global, with CIMC Group developing various management experiences through local team deployment [3][4] - The company employs a standardized governance system to ensure global operations run under the same rules, minimizing cultural differences [4] Group 5: Future Opportunities - CIMC Group sees new opportunities in two key areas: 1. The Southeast Asian data center market, projected to grow from over $14 billion last year to $30-40 billion by 2030 [4] 2. The FPSO (Floating Production Storage and Offloading) market, expected to reach nearly $15 billion by 2033, driven by investments in deep-sea oil and gas [5] Group 6: Strategic Positioning - CIMC Group is one of the few companies globally with EPC capabilities for deep-sea equipment, currently involved in six floating platform projects for Petrobras [5] - The company's experience in global operations and revenue exceeding 50% from overseas markets may serve as a reference model for other Chinese enterprises looking to expand internationally [5]

中化新网讯 近日，中海油能源发展装备技术有限公司"蓝色生命线"QC小组凭借"低压海底管道漏磁检测 器的研发"项目，荣获第五十届国际质量管理小组大会金奖。 该检测器解决了海底管道在低压工况下检测器驱动力不足、因管道变形导致传统检测技术难以实施等行 业难题。该技术采用浮式探头、低磨阻大变形动力皮碗及双节漏磁节等创新结构，在低压环境下实现了 管道缺陷的高精度检测，填补了国内技术空白。相比传统需调产或停产的检测方式，该技术提升了在不 停产工况下的检测效率，为提升管道安全运行水平提供了技术支撑。 (曲照贵 田思雨) ...

Core Insights - The article highlights the certification of a long-term mooring rope for offshore oil platforms by Bureau Veritas to JiuLi Rigging Co., marking a significant achievement in China's deep-sea equipment sector [1][2] Group 1: Certification and Technical Requirements - The long-term mooring rope is a critical component for deep-sea equipment, requiring high strength, fatigue resistance, corrosion resistance, and long-term reliability, indicating high industry entry barriers [1] - The certification process was stringent, assessing not only the product but also the entire quality management system covering design, materials, and manufacturing [1][2] Group 2: Project Background and Urgency - The development of the mooring rope was directly linked to the urgent needs of the "Ocean Oil 116" FPSO, which suffered damage to its mooring system during a typhoon in 2024, necessitating the replacement of a core mooring steel cable with a diameter of 150 mm and a breaking load of 17,000 kN [1][2] Group 3: Domestic Impact and Market Position - The successful development and certification of the mooring rope signify a breakthrough for China, which has historically relied on imports for deep-sea mooring equipment, thus providing a new option for domestic offshore oil and gas development [2] - The certification represents the first domestically produced deep-sea mooring steel cable that breaks the international monopoly, enhancing the recognition of JiuLi Rigging's technical capabilities [2] Group 4: Applications Across Industries - The mooring technology has been applied in various sectors, including the world's first typhoon-resistant floating wind turbine and the first semi-submersible floating photovoltaic platform in China, showcasing its versatility [3] - JiuLi Rigging's products are also utilized in marine aquaculture, supporting stable operations in complex sea conditions [3] Group 5: Future Outlook - The company views the certification as a new starting point, emphasizing the importance of demonstrating product reliability in practical projects to gain market trust [3]

海洋工程向深远海拓展，恶劣海况下的平台对接成为制约海上作业安全与效率的关键瓶颈。11月26日， 中国海洋工程装备技术发展有限公司（中国海工）牵头与中国石油天然气集团有限公司旗下宝鸡石油机 械有限责任公司（宝石机械）联合研制的我国首座26米智能型主动波浪补偿栈桥命名交付，推动破解制 约深远海风电运维"作业窗口期短"等难题。（澎湃） ...