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中国制造业抢占高端海洋装备制高点
Group 1: Marine Economy Development - The central government emphasizes the development of the marine economy, leading to accelerated investments in high-end marine equipment by Chinese manufacturing companies [2] - In 2024, China's marine economy is projected to reach 10.5 trillion yuan, accounting for 7.8% of GDP, with marine manufacturing contributing 3.2 trillion yuan [2] - Experts indicate that technological breakthroughs in high-end marine equipment support high-quality development of the marine economy and the construction of a marine power [2] Group 2: Offshore Wind Power Potential - The "Qihang" floating offshore wind turbine, developed by CRRC, has a capacity of 20 megawatts, with a rotor diameter of 260 meters, and is designed for a lifespan of 25 years [3] - Each rotation of the turbine can meet the electricity needs of a household for 2-4 days, saving approximately 25,000 tons of coal and reducing CO2 emissions by about 62,000 tons annually [3] - China's offshore wind power installed capacity has grown from less than 5 million kilowatts in 2018 to 41.27 million kilowatts in 2024, maintaining the world's leading position for four consecutive years [3][4] Group 3: Marine Engineering Equipment Industry - The marine engineering equipment manufacturing industry in China is expected to achieve an added value of 1,032 billion yuan in 2024, with a growth rate of 9.1% [6] - CIMC, a leading high-end marine engineering equipment manufacturer, focuses on FPSO and FLNG equipment, which are considered high-end due to their technical complexity [6][7] - The global market for marine engineering equipment is projected to see significant growth, with China maintaining the largest share of orders, accounting for 42.6% of the global total in 2024 [9] Group 4: Global Market Expansion - CIMC delivered the world's largest offshore wind installation vessel to Van Oord in January, showcasing China's manufacturing capabilities in the global market [8] - In 2024, China is expected to secure 106 marine engineering equipment orders, totaling approximately 11.6 billion USD, leading the global market [9] - CRRC has been expanding its overseas market presence in wind power manufacturing, collaborating with top global wind power developers [10]
做强做优做大海洋产业——高质量发展海洋经济述评(上)
Jing Ji Ri Bao· 2025-07-13 22:09
Core Viewpoint - The Chinese government is focusing on promoting high-quality development of the marine economy, emphasizing the strengthening and expansion of marine industries, including offshore wind power, modern deep-sea fishing, marine biomedicine, and marine tourism [1][4]. Group 1: Marine Economic Growth - The marine economy in China is experiencing strong growth, with the total economic output expected to exceed 10 trillion yuan in 2024 [2]. - The marine economic development scale and efficiency index is projected to be 125.2 in 2024, reflecting a 2% increase from the previous year [2]. - The emerging marine industries' added value has grown by 7.2%, indicating an increasing share in the marine economy [2]. Group 2: Structural Optimization - The marine manufacturing industry's added value reached 3.2 trillion yuan, accounting for over 30% of the marine production value [2]. - The structure optimization and upgrading index is forecasted to be 131.0, showing a 1.8% increase year-on-year [2]. - Traditional marine industries still dominate, but there is significant potential for growth in emerging sectors like marine engineering, renewable energy, and marine biomedicine [2][3]. Group 3: Policy and Regional Development - Various regions, including Shanghai and Guangdong, are implementing policies to enhance marine economic development, aiming for a world-class modern marine industry system by 2030 [4]. - The focus is on optimizing marine productivity and fostering a competitive modern marine industry through regional collaboration [4]. - Local governments are encouraged to leverage their unique advantages to create distinctive marine economic development patterns [4]. Group 4: Integrated Development - The strategy of coordinating land and sea development is crucial for unlocking new growth drivers in the marine economy [5]. - There is a trend towards integrating marine industries with other sectors, such as combining marine advanced manufacturing with modern services [5]. - Innovative models like intelligent ecological marine ranches are being explored to enhance the synergy between different marine activities [5]. Group 5: Quality Improvement and Innovation - Strengthening and optimizing marine industries is a dynamic process that requires continuous adaptation to changing priorities [6]. - The use of digital technologies in deep-sea fishing is highlighted as a means to improve precision and extend the value chain [6]. - Key factors for high-quality development include innovative allocation of technology, talent, and capital, alongside effective management of marine ecological spaces [6].
我国承建24套2000米级国际超深水海洋装备全部交付
Xin Hua Cai Jing· 2025-07-13 09:40
Core Points - China National Offshore Oil Corporation (CNOOC) has successfully delivered 24 sets of 2000-meter deep international suction anchors for the Mero Phase II project in Brazil, marking a significant achievement in deepwater engineering [2] - The suction anchors, which utilize negative pressure to secure marine facilities, are essential for deep-sea energy development and are recognized for their high efficiency, reusability, and load-bearing capacity [2] - The project represents the largest application depth for suction anchors constructed domestically, with a total structural weight of approximately 2674 tons [2] Technical Innovations - The Mero Phase II suction anchors feature a maximum construction height of 21 meters, a diameter of 8 meters, and a wall thickness of only 25 millimeters, presenting substantial construction challenges [3] - The project team pioneered several construction techniques, including horizontal extension and vertical assembly, and employed advanced technologies such as 3D scanning and finite element simulation to address technical difficulties [3] - The quality assurance rate exceeded 99.9%, with dimensional deviations maintained within 1 millimeter per meter, achieving an industry-leading standard [3] Industry Contributions - CNOOC has been enhancing its core technologies in deepwater oil and gas equipment, successfully constructing several significant platforms, including the world's first 100,000-ton semi-submersible production and storage platform [3] - The company has also delivered multiple large-scale floating production storage and offloading units (FPSOs) internationally, contributing to the global deepwater oil and gas equipment market and promoting high-level cooperation in marine energy [3]
400亿大单没问题!全球最强海工船厂再出手
Sou Hu Cai Jing· 2025-07-12 12:32
Core Viewpoint - Samsung Heavy Industries has secured a high-end FLNG order, reinforcing its position as the leading "FLNG shipyard" in the global marine engineering sector [2] Group 1: Contract Details - Samsung Heavy Industries signed a preliminary work contract for a floating liquefied natural gas (FLNG) facility with a shipowner in Africa, valued at 869.4 billion KRW (approximately 635 million USD or 4.55 billion RMB), which represents 8.8% of the company's revenue from the previous year [2] - This contract is for the second FLNG of the Mozambique Coral Sul project by Italy's ENI Group, with a total expected construction contract value of up to 2.5 billion USD (approximately 17.94 billion RMB) [2][3] - The FLNG is expected to have an annual production capacity of 3.5 million tons and is planned to be operational by 2028 [3] Group 2: Market Position and Orders - Samsung Heavy Industries has secured 19 new ship orders this year, totaling 3.3 billion USD (approximately 23.68 billion RMB), achieving 34% of its annual order target of 9.8 billion USD [3] - The company anticipates receiving at least 4 FLNG orders this year, with a total contract value of approximately 5.5 billion USD (around 39.46 billion RMB) [3] - Samsung Heavy Industries holds a 55% market share in the global FLNG market, making it the leading company in this sector [5] Group 3: Technical Capabilities - The construction of FLNGs is highly complex and costly, with profit margins typically reaching double digits, positioning them as the "crown jewel" of the marine engineering industry [5] - Samsung Heavy Industries has delivered three FLNGs to date, including the world's largest FLNG, the Prelude, which has an annual production capacity of 3.6 million tons of LNG [6]
港股异动 | 中集集团(02039)涨超6% 深海科技再获关注 公司布局深海油气及新能源业务
智通财经网· 2025-07-02 01:53
Group 1 - Central Financial Committee meeting proposed promoting high-quality development of the marine economy, emphasizing the importance of marine technology development for resource exploitation [1] - Deep-sea technology has become a key pillar in the marine economy, covering three main areas: deep-sea material research and development, deep-sea equipment manufacturing, and deep-sea intelligent applications [1] - Domestic policies are expected to be introduced to promote deep-sea economic development, focusing on deep-sea mining, oil and gas development, and utilization of deep-sea biological resources [1] Group 2 - CIMC Group is involved in two main aspects of deep-sea technology exploration: deep-sea oil and gas extraction equipment manufacturing and services, and deep-sea renewable energy development [2] - The "Blue Whale 1" and "Blue Whale 2" semi-submersible drilling platforms are significant achievements in China's deep-sea engineering, capable of operating at a maximum water depth of 3,658 meters and drilling to a depth of 15,240 meters [2] - CIMC Group is advancing the development of marine renewable energy, including offshore wind power and the upcoming delivery of the world's first bamboo-based composite floating photovoltaic platform, "Jilin No. 1," in 2024 [2]
2025年“世界海洋日暨全国海洋宣传日”广西主场活动在玉林举办|世界海洋日暨全国海洋宣传日
Core Viewpoint - The event aims to enhance the awareness and development of marine economy in Guangxi, aligning with national strategies for marine economic growth and ecological protection [6][7][8]. Group 1: Event Overview - The main event for the 2025 "World Oceans Day and National Marine Publicity Day" was held in Yulin City, Guangxi, focusing on the theme of "Coordinating Land and Sea, Striving for Marine Development" [6][7]. - Key officials, including Zhang Xiaoqin and Xie Jinyu, emphasized the importance of marine economic development and ecological protection [6][7]. Group 2: Strategic Goals - Guangxi aims to strengthen its marine economy by optimizing marine industry layout, expanding open cooperation, and integrating land and marine ecological development [7][10]. - The region's strategy includes the construction of a modern marine industry system and the promotion of marine tourism, fisheries, and transportation [11]. Group 3: Economic Data and Growth - From 2017 to 2024, Guangxi's approved marine area reached 792,704.9 acres, with marine GDP increasing from 137.7 billion to 258.09 billion yuan, reflecting an annual growth rate of 9.4% [11]. - The GDP of key marine economic areas, including Nanning and Beihai, grew from 656.51 billion to 1,092.99 billion yuan, with an annual growth rate of 7.6%, surpassing the overall GDP growth rate of the region [11]. Group 4: Collaborative Initiatives - Several cooperation agreements were signed during the event, including projects related to lithium batteries and artificial intelligence, indicating a push for innovation in marine-related industries [8][9]. - The event featured lectures and discussions aimed at promoting high-quality development of the marine economy in Guangxi [8][9].
广东发布促进海洋经济高质量发展条例
Group 1 - The "Regulations on Promoting High-Quality Development of the Marine Economy in Guangdong Province" has been approved and will take effect on July 1, marking the first local legislation aimed at promoting marine economic development in Guangdong [1] - The regulations consist of seven chapters and fifty-three articles, focusing on marine industry development, technological innovation, green development, open cooperation, and comprehensive service and support [1][2] - The regulations require coastal governments to coordinate the development of land and marine resources, implement classified protection and utilization of coastlines, and optimize the spatial layout of the marine economy [1][3] Group 2 - The regulations encourage the development of emerging marine industries, guiding electronic information companies to expand into marine fields and enhance the R&D capabilities of high-end marine electronic equipment [2] - There is a focus on promoting marine engineering equipment manufacturing, encouraging breakthroughs in key technologies, and supporting the development of new marine equipment such as submersibles and underwater robots [2] - The regulations also include provisions for modern marine ranching, emphasizing the establishment of supporting infrastructure and a mechanism for approving marine use for aquaculture [2] Group 3 - The regulations aim to strengthen the control of marine ecological space and marine development utilization, improving protection levels and efficiency of coastline use [3] - Coastal governments are required to enhance overall marine ecological environment protection and promote systematic protection of typical marine ecological types such as mangroves and coral reefs [3] - The regulations mandate the establishment of a balance system for coastline occupation and restoration, along with a funding mechanism for coastline remediation [3] Group 4 - The provincial government is tasked with conducting basic investigations and surveys of marine resources, while supporting the construction of marine data spaces [4] - Governments at or above the county level must ensure land and marine use for marine projects according to land spatial planning [4] - The regulations also detail the optimization of approval procedures for certain marine projects and the valuation and bidding processes for marine and uninhabited island usage rights [4]
世界海洋日丨向着深蓝色的海洋启航
Xin Hua Wang· 2025-06-08 09:08
Group 1: Marine Economy Development - The marine economy in China has maintained a GDP contribution of around 8% since the start of the 14th Five-Year Plan, highlighting its significance in high-quality development [1] - The marine economy is emerging as a new engine of productivity, with sectors like methane hydrate extraction and offshore wind power gaining traction [1] Group 2: Shandong's Marine Industry - Shandong province, which has a coastline accounting for one-sixth of the national total, is actively developing a modern marine economy [3] - The province is focusing on marine engineering equipment manufacturing, marine pharmaceuticals, marine power, and seawater desalination as key emerging industries [5] Group 3: Ningbo-Zhoushan Port - Ningbo-Zhoushan Port is the only port in the world to have an annual cargo throughput exceeding 1 billion tons for 16 consecutive years, with over 200 deep-water berths [6] - The port has achieved a container throughput of 13.568 million TEUs from January to April this year, representing a year-on-year growth of 9.9% [7] Group 4: Marine Aquaculture - China has established 169 national-level marine ranches, with deep-sea aquaculture water bodies reaching 56.6 million cubic meters and an annual output of 470,000 tons, accounting for nearly 60% of global aquaculture production [18] - The marine product output in the first quarter of this year saw a year-on-year increase of 4.5%, with seawater aquaculture production rising by 5.7% [19]
广东将支持发展深潜器等新型海洋装备
Zhong Guo Xin Wen Wang· 2025-06-03 09:12
广东省发展和改革委员会副主任、广东省推进粤港澳大湾区建设领导小组办公室常务副主任朱伟表示, 广东将适时启动广东省沿海经济带综合发展规划修编;制定出台广东省推动海洋经济高质量发展行动方 案,积极谋划创建全国海洋经济发展示范区。(完) (文章来源:中国新闻网) 《条例》是广东省首部关于促进海洋经济发展的地方性法规。广东省人大常委会法制工作委员会副主任 余建红介绍称,《条例》明确,引导支持电子信息企业向海洋领域拓展,加快物联网、大数据、人工智 能等技术在海洋领域的融合应用。推动海洋工程装备制造业巩固提升,支持发展深潜器、无人船艇、水 下机器人等新型海洋装备。开展涉海空中交通、低空物流、全空间无人体系试点,加强低空飞行器在水 上救援、海洋巡检等领域的示范应用。 《条例》还明确,加强海洋生态空间和海洋开发利用空间管控,提高保护水平和海岸线利用效率,引导 近海高效绿色利用,拓展深远海发展空间,规范无居民海岛的保护和开发利用。《条例》还规定,鼓励 支持涉海企业参与境外海洋经济领域投资和海洋资源开发。 中新社广州6月3日电 (记者程景伟)《广东省促进海洋经济高质量发展条例》(以下简称《条例》)将自 2025年7月1日起施行。 ...
股市必读:博迈科(603727)5月30日主力资金净流出363.64万元
Sou Hu Cai Jing· 2025-06-02 21:52
Core Viewpoint - The company, Bomaike, is actively engaging in financial activities, including providing guarantees and seeking credit lines, which indicates a focus on expanding its financial capabilities and operational scope [1][2][4] Trading Information Summary - On May 30, Bomaike's stock closed at 14.04 yuan, down 0.85%, with a turnover rate of 0.92% and a trading volume of 25,900 shares, amounting to a transaction value of 36.44 million yuan [1] - The fund flow on the same day showed a net outflow of 3.64 million yuan from main funds, while retail and speculative funds saw net inflows of 1.75 million yuan and 1.88 million yuan, respectively [1][4] Company Announcement Summary - Bomaike's wholly-owned subsidiary, Tianjin Bomaike, provided a total guarantee of 1.32 billion yuan for comprehensive credit lines, applying to multiple banks with a guarantee method of joint liability without counter-guarantee, valid until May 27 or 26, 2026 [1] - As of the announcement date, Tianjin Bomaike had provided a total of 344 million yuan in guarantees, accounting for 10.66% of the company's audited net assets for 2024, with no overdue guarantees [1] - The company authorized itself and its wholly-owned subsidiary to apply for a total of up to 7.5 billion yuan in comprehensive credit lines and a guarantee total of up to 5 billion yuan for the year 2025 [2][4] Company Background Information - Bomaike was established on August 15, 2002, with a registered capital of 281.72 million yuan, focusing on the design, manufacturing, installation, and debugging of oil and gas extraction equipment and new energy equipment [2] - For the fiscal year 2024, the company reported total assets of approximately 4.47 billion yuan, total liabilities of approximately 1.71 billion yuan, net assets of approximately 2.75 billion yuan, operating income of approximately 1.21 billion yuan, and a net profit of approximately 94.52 million yuan [2] - In the first quarter of 2025, the company reported total assets of approximately 4.26 billion yuan, total liabilities of approximately 1.54 billion yuan, net assets of approximately 2.72 billion yuan, operating income of approximately 135.83 million yuan, and a net loss of approximately 30.91 million yuan [2]