南财智讯11月24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，非 油气订单主要跟踪已有合作客户。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 利润有望保持较强的增长趋势。 ...

Core Insights - The article emphasizes the importance of strengthening marine development and utilization, aiming for high-quality growth in the marine economy and the construction of a strong marine nation [1] Group 1: Marine Economic Development - In 2024, Jiangsu Province's marine production value is expected to exceed 1 trillion yuan, reaching 10046.2 billion yuan, accounting for 7.3% of the province's GDP [1] - Lianyungang is positioned as a key hub for marine development, with a projected marine production value of around 120 billion yuan in 2024, maintaining over 25% of the regional GDP [2] - The port's cargo throughput is expected to reach 346 million tons, with container throughput at 6.6907 million TEUs, reflecting year-on-year growth of 7.65% and 9.03% respectively [2] Group 2: Strategic Goals and Innovations - Lianyungang Port Holdings Group aims to integrate into national strategies by developing into an international hub port, comprehensive logistics port, and smart green port [2] - The group plans to achieve full-process automation by 2026 and establish "near-zero carbon terminals" as part of its green initiatives [2] - Jiangsu's offshore wind power generation is projected to reach 32.8 billion kWh in 2024, with a cumulative installed capacity of 11.833 million kW, ranking among the top in the country [3] Group 3: Industry Innovation and Future Trends - Significant achievements in marine industry innovation include the successful delivery of the world's first self-propelled closed-type salmon farming vessel and breakthroughs in deep-sea fishing [3] - Future development should focus on high-end marine industry clusters, enhancing marine technology innovation capabilities, and building a modern marine port system [4] - The article highlights a collaborative development path for Jiangsu's marine economy, leveraging its 954 km coastline and 37,500 square km of jurisdictional sea area [4]

Core Viewpoint - The US-China Economic and Security Review Commission (USCC) acknowledges significant advancements in China's innovation capabilities and its position in the global manufacturing sector, particularly through the "Made in China 2025" initiative, despite its historically critical stance towards China [1][6]. Group 1: Report Findings - The USCC's recent report evaluates the "Made in China 2025" plan, concluding that China has significantly improved its innovation capabilities and solidified its status as a global manufacturing powerhouse over the past decade [1][6]. - The report covers 12 key industries, including semiconductors, high-end CNC machine tools, robotics, and new energy vehicles, assessing performance based on global market share, localization rates, and technology R&D goals [3][6]. - China has reportedly met or exceeded most core targets in sectors such as energy-saving and new energy vehicles, power equipment, and biomedicine, with notable achievements in shipbuilding and power equipment even before the initiative's launch [3][5]. Group 2: Market Impact - From 2015 to 2023, China's share of global exports for MIC2025-related products has steadily increased, with Chinese enterprises accounting for nearly one-quarter of the global export growth in the top ten related fields [6][7]. - In 2023, China exported MIC2025-related products worth $1.5 trillion, representing nearly 20% of the global total for similar products [6][7]. Group 3: Challenges and Innovations - While challenges remain in sectors like agriculture machinery and semiconductors, the report acknowledges significant industrial development in these areas, with China's semiconductor production capacity growing at over four times the global demand growth rate from 2015 to 2023 [4][6]. - The report highlights that China's industrial policy has fostered a highly advanced industrial community, enabling rapid technological breakthroughs across interconnected fields, such as electric vehicles and robotics [7][8]. Group 4: Strategic Implications - The USCC report suggests that China's industrial policies pose challenges not only in specific technologies but also in the overall competitiveness of China's manufacturing and innovation ecosystem [6][7]. - The report emphasizes that the strategic significance of MIC2025 extends beyond individual performance metrics, contributing to enhanced innovation capabilities and greater shares of global manufacturing value [6][7].

《海域使用权立体分层设权技术规范》在全国率先提出了海域使用权立体分层设权宗海界定、宗海 图编绘、海域使用论证、不动产登记等综合性技术规范。该标准将有效指导江苏省开展海域使用权立体 分层设权工作，对江苏省海洋空间资源布局调整与优化、海域资源配置、节约集约用海、海洋保护等工 作起到技术指导作用，对全国海域立体分层设权工作具有示范意义。 近日，江苏省发布并实施《海洋工程装备产品分类与代码》（DB32/T5186-2025）和《海域使用权 立体分层设权技术规范》（DB32/T5184-2025）两项海洋标准。 两项海洋标准进一步规范了当前海洋工程装备产业统计监测以及海域使用分层设权工作，填补了江 苏省相关标准领域的空白，标志着江苏省在推动海洋标准化建设方面迈出了关键一步，为海洋经济统计 监测和海域使用管理提供了有力支撑。两项标准均由江苏省海洋经济监测评估中心（江苏省海域使用动 态监视监测中心）牵头起草编制。 据悉，《海洋工程装备产品分类与代码》是我国海工装备统计领域首个专门针对产品分类与代码的 地方标准，将在海洋工程装备产品统计监测、海洋工程装备产品类别划分、海洋工程装备企业判定、海 洋工程装备产业统计核算等领域发挥 ...

Core Insights - The 27th China International High-Tech Achievements Fair (高交会) showcases significant advancements in high-tech industries, emphasizing "high, precision, and cutting-edge" technologies and products, with over 90% of exhibits being physical items and more than 20% being debut displays [1][2] Group 1: Key Technologies and Exhibitors - The 9th hall features critical technologies and products related to national security and technological innovation, including aerospace, high-end marine engineering, and intelligent manufacturing [2] - Notable exhibitors include China Aerospace, China National Offshore Oil Corporation (CNOOC), BYD, and the Shenzhen Advanced Institute of Technology, showcasing their latest technological achievements [2][3] - The "Shenzhen Star," the world's first high-throughput satellite customized for mobile communication, is displayed by Asia-Pacific Satellite Broadband Communication (Shenzhen) Co., highlighting its role in disaster communication [2] Group 2: Innovations in Energy and Computing - CNOOC presents advanced marine energy equipment, including the "Deep Sea No. 1" energy station and "Sea Anemone No. 1" FPSO, showcasing its latest technological advancements in deep-water oil and gas exploration [3] - The Guangming Laboratory has acquired four sets of Huawei's self-developed computing clusters, each containing 384 domestic GPUs, for large model training and multimedia processing, transitioning from NVIDIA due to export restrictions [4] - The Shenzhen Advanced Institute of Technology introduces the HYPIR image restoration model and the HYPVR video enhancement model, which significantly improve the quality of old films and video content [4] Group 3: Medical and Biotechnological Innovations - The "Results Supermarket" at the fair features 125 achievements in fields such as high-end medical devices and brain-machine interfaces, allowing visitors to interactively learn about technological highlights and application scenarios [5][6] - The world's first "imaging" magnetic resonance device, uMRUltra, developed in collaboration with United Imaging Healthcare, has received regulatory approvals and is set for global launch [6] - A novel multi-modal imaging-guided pulsed electric field ablation device is showcased, which integrates various imaging technologies for precise treatment of complex medical conditions [6]

"把陆用改为船用，难度堪比在摇晃的'秋千'上搭建炉灶做饭。稍有失误，炉灶就不能用。而且必须要 根据下游用户用气需求自动匹配并调整设备运行参数，对智能化水平要求极高。"项目技术经理高辉回 忆研发过程时感慨道。为解决这些难题，中圣高科公司和中圣研究院抽调技术精英成立研发团队，历经 多轮攻坚，同时全面升级装置自动控制水平，采用AI算法，实现一键启停、故障和事故报警、性能参 数实时监控和全自动负荷智能匹配等功能，无需人员操作和值守。团队还提出"气化器撬装化轻量化设 计"理念，将整台设备重量控制在100吨以下，比陆工模块轻了50%以上，不仅满足船舶对设备结构尺寸 的严格要求，还能够大幅节省船体空间。 据了解，中圣科技集团未来计划将该模块化装置投入批量生产，除应用于FSRU外，还可拓展至其他 LNG船。同时，集团计划将这一国产技术推向欧洲等LNG需求旺盛的地区，为我国海工核心装备国产 化、国际化进程注入动力。 此次交付的浸没燃烧式气化器模块化装置，不仅传承了陆用浸没燃烧式气化器开机快、气化能力强的优 势，更针对海洋环境进行全方位升级：传热效率不低于98%，氮氧化物排放浓度优于国际海洋公约环保 标准。以实际应用场景测算，这 ...

Core Insights - The article highlights the advancements in marine technology and equipment showcased at the 8th International Diving Salvage and Marine Engineering Equipment Exhibition held in Xiamen from November 7 to 9, emphasizing China's innovative capabilities in ocean development [1]. Marine Equipment Innovations - The "FCV4000" remote-controlled underwater vehicle can operate at depths of 4000 meters, designed to meet the challenges of deep-sea oil exploration and marine engineering [2][4]. - The "Yihang Jin'an 1" self-propelled submerged pipe transportation and installation vessel is capable of performing complex underwater installations without auxiliary vessels, showcasing advanced technology in submerged pipe construction [5][7]. - The "Underwater Miner" robot can operate at depths of 2000 meters and is equipped with multiple tools for underwater tasks, demonstrating versatility in marine engineering applications [8][10]. - The "Manyang Weilan" unmanned oil spill response vessel is designed for rapid deployment in pollution control, featuring advanced operational capabilities in challenging sea conditions [11][13]. - The "Jida 4" wave energy generation platform is designed to harness wave energy for power generation, with a capacity of 100 kilowatts, contributing to clean energy solutions in marine environments [14]. Industry Trends - The exhibition showcased over a thousand pieces of technology and equipment, reflecting the trend towards deep-sea, intelligent, and environmentally friendly development in China's marine technology sector [14].

Group 1: Marine Economy Overview - The marine economy showed a stable and progressive performance in the first three quarters, with a marine GDP of 7.9 trillion yuan, representing a year-on-year growth of 5.6% [1] - The area approved for marine and island use reached 262,000 hectares, an increase of 19.2% year-on-year, with a total investment amounting to 641.9 billion yuan [1] - Marine crude oil and natural gas production increased by 3.0% and 17.7% respectively, while the newly connected offshore wind power capacity grew by 42.1% [1] - The production of marine aquatic products rose by 4.8% year-on-year [1] Group 2: Traditional Marine Industries - The marine shipping industry continued to perform well, with marine freight volume and cargo turnover increasing by 5.7% and 6.2% respectively, and total marine import and export value rising by 1.7%, with exports up by 6.5% [1] - The marine tourism sector is recovering, with an increase in value added by 7.0%, and passenger volume and turnover rising by 3.0% and 3.8% respectively; cruise tourism saw a significant increase, with 2.05 million passengers received at national cruise ports, a growth of 28% [1] Group 3: Emerging Marine Industries - The marine engineering equipment sector saw a year-on-year increase in delivery and hand-held order amounts by 13.6% and 7.0% respectively [2] - Progress in marine pharmaceutical research is ongoing, with the clinical trial approval of the independently developed LY104 injection [2] - The marine information service industry is accelerating, with the launch of the first trusted data space in the marine field in Zhejiang and the introduction of "AI + Marine" application scenarios in Shenzhen [2]

Core Insights - The marine economy in China showed a positive trend in the first three quarters, with a marine GDP of 7.9 trillion yuan, reflecting a year-on-year growth of 5.6% [1] Group 1: Marine Resource Supply - The area approved for marine and island use reached 262,000 hectares, an increase of 19.2% year-on-year, with a total investment of 641.9 billion yuan [1] - Marine crude oil and natural gas production increased by 3.0% and 17.7% respectively [1] - The newly connected capacity for offshore wind power grew by 42.1% year-on-year [1] - The production of marine aquatic products rose by 4.8% compared to the previous year [1] Group 2: Traditional Marine Industries - The marine shipping industry continued to perform well, with marine freight volume and cargo turnover increasing by 5.7% and 6.2% respectively [1] - The total import and export value of marine shipping grew by 1.7% year-on-year, with exports increasing by 6.5% [1] - The marine tourism sector showed signs of recovery, with an increase in value added by 7.0% year-on-year [1] - Marine passenger volume and passenger turnover rose by 3.0% and 3.8% respectively, while cruise tourism saw a significant increase, with 2.05 million passengers received at cruise ports, up 28% [1] Group 3: Emerging Marine Industries - The marine engineering equipment sector saw a year-on-year increase of 13.6% in delivery and 7.0% in order backlog [2] - Progress in marine drug research is ongoing, with the clinical trial approval of the independently developed LY104 injection [2] - The marine information service industry is accelerating, with the launch of China's first trusted data space in the marine field in Zhejiang and the introduction of "AI+Marine" applications in Shenzhen [2] - A flexible manufacturing intelligent welding robot for marine engineering has completed integration and is undergoing testing in Tianjin [2]

Group 1: Company Developments - The collaboration between Qingdao Ocean Technology Co., Ltd. and China Pharmaceutical University has led to the successful screening of six active peptide drugs derived from Antarctic krill, with ongoing research into their anti-aging and anti-tumor properties [2] - Qingdao Ocean Technology is focusing on the medicinal value of Antarctic krill, targeting areas such as lipid reduction, fatty liver, gout, and osteoporosis, while also developing targeted drugs for brain diseases and expanding into marine traditional medicine [2] Group 2: Industry Trends - Qingdao has established a marine biomedicine industrial park, with a focus on marine drugs, functional foods, and biological products, resulting in several leading domestic and international achievements [3] - The city is accelerating the construction of a modern marine industry system, promoting high-end, intelligent, green, and clustered development of the marine economy [3][4] - Qingdao's government has outlined a clear path for marine economic development through the "4+4+2" modern marine industry system, emphasizing the integration of new and traditional industries [3][4] Group 3: Economic Impact - In 2023, Qingdao has seen significant advancements in traditional industries, including the launch of large-scale smart fishing vessels and an increase in port cargo and container throughput, ranking fourth nationally [5] - The city has initiated 170 key marine projects with a total investment of 240 billion yuan, achieving an 80.59% construction rate for ongoing projects and injecting strong momentum into marine economic development [5]