第一是海洋工程能力。海上经济行为陆地经济行为的最大区别在于物理空间的可依赖性。海上桥梁、海 底隧道、海上平台、钻井设施等工程建设，是一切海上经济行为的物理空间前提。没有工程能力，海洋 空间无法成为可持续利用的生产空间。 HBR中国专家撰稿人，大成律师事务所律师合伙人，周华 过去十余年，大量产业投融资和企业顾问工作都围绕着"行业是否具备未来增长空间"展开。产业链能否 扩张、政策是否支持、资本是否愿意投入，以及资本市场对海洋新质生产力的认可，这些都是判断一个 行业潜力的重要参考。在梳理长期政策与产业演变的过程中，海洋经济的价值凸显出来。 海洋经济增长的三大方向 要真正推动海洋经济发展，基础建设能力必须先行，其核心可概括为三个方面，这三方面也是未来一段 时间海洋经济增长的重点： 第二是海洋装备体系。包括船舶、海工装备、海底机器人、海上风电设备、深海采矿装备、无人艇等。 这些装备决定了在海洋空间中可以作业的范围、深度和效率，也是产业能否落地和产业链能否延展的关 键。 第三是海洋新基建。海底电缆、海洋监测网络、智能传感系统、海洋数据采集与传输能力，以及基于海 量数据训练的专业大模型，正在使海洋从"难以观测、难以计算"逐 ...

Group 1 - The company prioritizes the implementation of the spirit of the 20th Central Committee's Fourth Plenary Session as a key political task, focusing on enhancing new productive forces in deep-sea operations [1] - The company has initiated various actions to ensure the effective execution of the session's spirit, including training sessions and practical applications of new productive forces [1] - The integration of digital transformation and smart marine engineering into the company's operations is emphasized, aiming to convert learning outcomes into practical efficiency improvements [1] Group 2 - The company has developed a comprehensive simulation capability for offshore operations using 3D simulation and digital twin technology, significantly improving the success rate of offshore operations [1] - The digital twin health management system based on the "Hai Ji No. 1" deepwater jacket design has been applied in multiple projects, enabling complete lifecycle integrity management of oil fields [1] - The company has led the integration of innovation across the industry chain, establishing a technology and product map for floating facilities, achieving over 70% self-control rate in key technologies [2]

Core Insights - The successful collaboration between Shengli Oil Engineering Company's training center and China National Petroleum Corporation's offshore engineering division focuses on customized training programs to enhance the talent pool in the offshore oil industry [1][2] - The training center emphasizes a tailored curriculum that addresses the specific needs of offshore engineering personnel, showcasing a competitive edge through practical course design and experienced instructors [1][2] Group 1 - The training program includes comprehensive modules such as offshore safety certifications, practical safety operations, and advanced technical training to improve both theoretical knowledge and practical skills of the trainees [1] - The training approach integrates a diverse teaching model comprising theoretical lectures, simulated practical exercises, and case studies to cover essential topics like safety regulations, equipment maintenance, and emergency response plans [1][2] Group 2 - A dual-instructor team consisting of theoretical lecturers and practical experts ensures systematic knowledge transfer and practical skill teaching, while comprehensive management and logistical support enhance the overall training experience [2] - The project not only recognizes the training center's professional capabilities but also serves as a practical example of targeted empowerment in talent development within the offshore engineering sector [2]

数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 采购方：海洋石油工程股份有限公司 供应商：烟台打捞局 中标金额：4981757.21 地区：未知 发布日期：2025-11-16 证券之星消息，根据天眼查APP-财产线索数据整理，海洋石油工程股份有限公司11月16日发布《海油 工程-安装分公司-总价-海洋石油295船2025年中间检验修理》，详情如下： 标题：海油工程-安装分公司-总价-海洋石油295船2025年中间检验修理 通过天眼查大数据分析，海洋石油工程股份有限公司共对外投资了7家企业，参与招投标项目28202次； 财产线索方面有商标信息70条，专利信息3144条，著作权信息466条；此外企业还拥有行政许可305个。 ...

港A股主要指数今日全线飘绿，中集集团AH股逆势走强，其中，中集集团A股(000039.SZ)午后强势涨停，报8.94元，封单逾6万手，股价创逾7个月新高，最 新A股市值482亿元；中集集团H股(2039.HK)亦大涨11.83%报8.13港元，股价创逾一个月新高，最新H股市值435亿港元。 资金面上，中集集团近日持续回购公司股份，11月13日再度耗资人民币2000万元回购246万股A股，回购价格每股人民币8.12-8.14元。同日，公司耗资2000 万港元回购280.5万股H股，每股回购价6.98-7.27港元。 储能板块方面，中集集团近日在互动平台回复投资者提问时表示，公司不断构建储能产业链集成能力，产品覆盖发电侧、电网侧及工商业储能系统，并与海 外大型风力发电运营商建立稳固合作。此外，自2020年起石家庄安瑞科在气体储能领域率先实现新突破，引领行业发展，储能产品涵盖了压缩空气、氢气、 二氧化碳等多种储能方式，并为国内多个大型储能项目提供解决方案和批量储能容器。 此外，在集装箱和海洋工程业务方面，中集集团今年前三季度集装箱干箱销量好于预期。瑞银近日发研报指，预计公司海洋工程相关业务2026-27利润贡献 将 ...

11月14日，中集集团AH股逆势走强，其中，中集集团A股(000039.SZ)午后强势涨停，报8.94元，封单逾6万手，股价创逾7 个月新高，最新A股市值482亿元；中集集团H股(2039.HK)亦大涨11.83%报8.13港元，股价创逾一个月新高，最新H股市值 435亿港元。 港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：磐石 资金面上，中集集团近日持续回购公司股份，11月13日再度耗资人民币2000万元回购246万股A股，回购价格每股人民币 8.12-8.14元。同日，公司耗资2000万港元回购280.5万股H股，每股回购价6.98-7.27港元。储能板块方面，中集集团近日在互 动平台回复投资者提问时表示，公司不断构建储能产业链集成能力，产品覆盖发电侧、电网侧及工商业储能系统，并与海 外大型风力发电运营商建立稳固合作。 此外，自2020年起石家庄安瑞科在气体储能领域率先实现新突破，引领行业发展，储能产品涵盖了压缩空气、氢气、二氧 化碳等多种储能方式，并为国内多个大型储能项目提供解决方案和批量储能容器。此外，在集装箱和海洋工程业务方面， 中集集团今年前三季度集装箱干箱销量好于预期。瑞银近日发研报指， ...

Core Viewpoint - UBS has upgraded the rating of China International Marine Containers (000039.SZ) from "Neutral" to "Buy," raising the target price from 8.2 yuan to 10.5 yuan, indicating a potential upside of 32% from the closing price of 7.95 yuan on November 6 [1] Group 1: Marine Engineering Business - The marine engineering segment of China International Marine Containers has transformed from producing roll-on/roll-off ships and offshore wind installation vessels to becoming a high-end marine engineering equipment manufacturer [1] - UBS expects the marine engineering-related business to contribute approximately 1.9 billion yuan in incremental gross profit for the years 2026-27, exceeding previous expectations [1] - High-quality orders in marine engineering, combined with sustained demand for containers, are expected to support profit growth [1] Group 2: Deep-Sea Resource Development - UBS is optimistic about deep-sea resource development, forecasting that global capital expenditure for deep-sea resource extraction will reach 2.7 trillion USD over the next decade, driving growth in orders for FPSO and other marine engineering manufacturing [1] - The company is anticipated to begin construction on its high-value FPSO projects in 2026, contributing over 1.4 billion yuan in incremental gross profit during 2026-27 [1] Group 3: Asset Management and Container Business - The marine asset operation management business is expected to benefit from increased rental rates due to the development of global deep-sea oil and gas projects, contributing an additional 500 million yuan in incremental gross profit during 2026-27 [1] - In the first three quarters of this year, the sales of container dry boxes exceeded expectations, and UBS has raised the earnings forecast for 2026-27 by 6-8%, which is higher than the market consensus of 6% [1] - The gross profit from the container business is expected to remain above 6 billion yuan for the years 2025-26, which is still higher than the historical average, indicating resilience in the container business despite a high base [1]

Core Viewpoint - UBS upgraded the rating of China International Marine Containers (000039.SZ) from "Neutral" to "Buy," with a target price increase from 8.2 yuan to 10.5 yuan, indicating a potential upside of 32% from the closing price of 7.95 yuan on November 6 [1] Group 1: Marine Engineering Business - The marine engineering segment of the company has transformed from roll-on/roll-off ships and offshore wind installation vessels to high-end marine engineering equipment manufacturing [1] - UBS expects the marine engineering-related business to contribute approximately 1.9 billion yuan in incremental gross profit for the years 2026-27, exceeding previous expectations [1] - High-quality orders in marine engineering, combined with sustained demand for containers, are expected to support profit growth [1] Group 2: Deep-Sea Resource Development - UBS is optimistic about deep-sea resource development, forecasting that global capital expenditure for deep-sea resource extraction will reach 2.7 trillion USD over the next decade, driving growth in FPSO and other marine engineering manufacturing orders [1] - The company is anticipated to begin construction on its high-value FPSO projects in 2026, contributing over 1.4 billion yuan in incremental gross profit during 2026-27 [1] Group 3: Asset Management and Container Business - The company's marine asset operation management business is expected to benefit from increased rental rates due to the development of global deep-sea oil and gas projects, contributing an additional 500 million yuan in incremental gross profit during 2026-27 [1] - In the first three quarters of this year, the sales of container dry boxes exceeded expectations, and UBS has raised the profit forecast for the company by 6-8% for 2026-27, which is higher than the market consensus of 6% [1] - The gross profit from the container business is expected to remain above 6 billion yuan for 2025-26, maintaining resilience despite high historical averages [1]

海油工程 2025 三季报解读 20251107 海油工程前三季度净利润同比下降 8.01%至 16.05 亿元人民币，但通 过精益管理提升毛利率，现金流充裕，资本结构稳健。市场承揽额同比 增长 124.85%至 372.4 亿元，海外业务占比显著提升，在手订单总额 约为 595 亿元。 公司前三季度实施 75 个规模以上工程项目，完工 22 个，完成导管架和 组块的陆地建造及海上安装，铺设海底管线和电缆。海上业务投入同比 降低 12.32%，建造业务钢材加工量完成 27.7%。 订单转化周期因项目规模而异，国内项目通常 1-2 年，国际项目 2-3 年 甚至更长。2025 年新签 BH 项目预计转化周期为 5-6 年，因此当年新 签合同尚未完全体现为收入，但未来将逐步转化。 海外项目执行复杂性高，对成本控制和利润率要求更高。2024 年海外 业务毛利率约为 9%，低于国内水平，2025 年前三季度略有提升。公司 通过风险管理和全过程管理提升运营能力，对未来海外发展持乐观态度。 公司整体盈利水平逐年提升，2024 年综合毛利率达到 12%以上目标， 2025 年前三季度盈利水平稳中有进。卡塔尔等大型新订单初期 ...

Core Viewpoint - *ST Songfa (603268) announced plans for significant investments in infrastructure and capital increase to support its subsidiaries' growth [1] Group 1: Investment Plans - The subsidiary Hengli Ocean Engineering plans to invest 458 million yuan in the construction of a outfitting terminal project, with an estimated construction period of approximately 12 months [1] Group 2: Capital Increase - Hengli Heavy Industry, a wholly-owned subsidiary, intends to increase its capital by 2 billion yuan to support the operational development of its wholly-owned subsidiary Hengli Shipbuilding, raising Hengli Shipbuilding's registered capital from 10 billion yuan to 12 billion yuan [1]