惠州25-8B钻采平台作为惠州25-8油田综合调整项目的核心设施，位于深圳东南140公里的珠江口盆地西江油田，作业水深102米。此次浮托 的平台上部组块，长81米、宽44.5米，投影面积超过8.5个标准篮球场大小，重达14370吨。 10月9日，海洋石油工程股份有限公司发布消息，由公司承建的惠州25-8B钻采平台上部组块海上安装工作全部完成，标志着惠州25-8油田综 合调整项目核心设施成功"安家"油田，进入调试阶段。 惠州25-8B钻采平台上部组块与导管架"底座"之间共有16个连接处，焊接工作人员历时约48小时，使用超过232公里长的焊材，完成平台安装 连接的全部焊接工作。 作者：李帅、李浩玮 新华社音视频部制作 下一步，项目团队将开展惠州25-8B平台的调试作业。项目投产后，将进一步强化惠西油田区域的物流与电网传输连接能力，串联周边已开 发油田形成产业集群，推动海上能源产业链协同发展，为保障国家能源安全注入新动力。 ...

Summary of Conference Call Notes Industry Overview - The conference call discusses the advancements in China's deep-sea oil extraction technology, highlighting the country's capability to explore depths of 3,000 to 5,000 meters and extract oil from depths of 1,500 to 3,000 meters, breaking the monopoly of international oil companies [1][3][4]. Key Points and Arguments - **Technological Advancements**: China has transitioned from a follower to a leader in deep-sea oil extraction technology, achieving significant breakthroughs over the past decade. This includes the development of the "Huanmai System" for seismic exploration, which has disrupted foreign monopolies [1][5]. - **Self-Sufficiency**: China is now one of the few countries globally capable of independently developing ultra-deepwater resources, ranking among the top three in this field [1][4][5]. - **Equipment Capabilities**: The "982" semi-submersible drilling platform can drill to depths exceeding 9,000 meters and operate in water depths of 1,800 meters. Additionally, the Blue Whale 1 and Blue Whale 2 platforms, built by CIMC, can operate at water depths of 3,600 meters and drill to depths of 15,000 meters, making them among the most advanced platforms worldwide [1][6]. Recommended Companies - **Core Technology and Equipment**: Companies such as CNOOC Services and CIMC are recommended for their core technologies and significant equipment capabilities [1][6]. - **Middle East Market Competitors**: Companies like Jereh and Neway are highlighted for their rapid order growth in the Middle East gas sector and potential inclusion in Saudi Aramco's supplier list, indicating promising future performance [1][6]. Impact on Related Industries - The deep-sea technology policies not only affect traditional energy sectors but also extend to wind power, shipping, and underwater robotics, suggesting a broader impact on technological development and application across these industries [2][7]. Additional Insights - The conference emphasizes the importance of deep-sea oil extraction for China's energy security, with marine oil contributing nearly 80% of the domestic oil increment as of 2024 [3]. - The challenges associated with deep-sea extraction, including complex geological conditions and high-pressure environments, are noted, indicating the increasing difficulty of operations as exploration depths increase [4]. This summary encapsulates the critical insights from the conference call, focusing on the advancements in deep-sea oil extraction technology, the companies involved, and the broader implications for related industries.

Core Viewpoint - The development of offshore oil and gas field control systems is shifting towards high integration and autonomy, emphasizing the importance of automation in production management [1][3]. Group 1: Offshore Oil and Gas Field Control Systems - Automation control systems are crucial for the production management of offshore oil and gas fields, ensuring safety and efficiency [1]. - The overall control scheme for offshore facilities must prioritize personnel and equipment safety, prevent environmental pollution, and facilitate operational management [1]. - For large-scale platforms, reliable DCS/PLC control systems should be prioritized, integrating various control systems to enhance management and reduce investment [1][2]. Group 2: Control Systems for Small-Scale Platforms - Small unmanned platforms typically have simpler production processes and often utilize PCS and safety instrumented systems (SIS) [2]. - Integrated control systems (ICS) can be employed for small unmanned platforms to streamline architecture while ensuring redundancy and lowering operational costs [2]. - The system must meet specific safety and power supply requirements to maintain critical functions in extreme environments [2]. Group 3: Comparative Analysis of Control Systems - Domestic control system designs focus on overall controllability and redundancy, while international designs prioritize cost-effectiveness and inherent safety [3]. - The Zawtika gas field in Myanmar exemplifies a low-cost, high-reliability approach, sacrificing some asset protection for personnel safety [3]. - The future of offshore oil and gas field control systems will involve overcoming hardware stability challenges in harsh environments and achieving domestic control in key technology areas [3]. Group 4: Future Directions - The industry aims to achieve intelligent upgrades and autonomous breakthroughs to lower lifecycle costs while ensuring safety [3]. - There are two distinct technical routes being explored: process simulation and pipeline simulation, with a need for collaboration between the two [3].

Core Insights - China National Offshore Oil Corporation (CNOOC) announced the successful completion of a deepwater drilling operation in 11.5 days, setting a new record for drilling cycles in the 3500-4000 meter range in China [5][6] - The sixth-generation domestically designed semi-submersible platform "Fengjin" has demonstrated advanced capabilities in deepwater drilling, contributing significantly to China's oil and gas resource development goals [6][9] Group 1: Technological Advancements - "Fengjin" is China's first sixth-generation semi-submersible drilling platform, capable of operating at a maximum water depth of 3000 meters and drilling to depths of 10000 meters, with a wind resistance capacity of level 17 [7] - The platform has achieved a 93% operational efficiency during its initial drilling, surpassing international counterparts [7] - CNOOC has developed a complete technical system for deepwater drilling, transitioning from reliance on imports to self-sufficiency in key technologies [9] Group 2: Milestones and Achievements - In 2014, "Fengjin" achieved the first significant oil and gas discovery in China's self-operated deepwater exploration at the Lingshui 17-2 gas field, with a production capacity of 56.5 million cubic feet per day, equivalent to 9400 barrels of oil [8] - The platform has set multiple records over the years, including the shortest drilling cycle for high-temperature and high-pressure wells and the deepest operational depths in both China and the Asia-Pacific region [10][11] - CNOOC's deepwater drilling teams have grown to 10 teams with over 1200 trained professionals, marking a significant development in China's deepwater drilling capabilities [7][9]

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) has achieved a significant milestone by completing a deepwater drilling operation in southern China in just 11.5 days, setting a new record for drilling cycles at depths of 3500-4000 meters, which demonstrates the advanced capabilities of China's independent deepwater drilling technology [1][3][4] Group 1 - The successful drilling operation breaks the previous record and validates the effectiveness of China's complete deepwater drilling technology system, which is crucial for scaling up deepwater oil and gas resource development and supporting the country's goal of maintaining an annual crude oil production of 200 million tons [1][4] - Deepwater drilling is characterized by high risks, high costs, and high technical demands, with CNOOC's technology and operational capabilities being at the forefront globally [3][4] - CNOOC has developed a unique deepwater drilling technology system and lean management model, breaking down drilling tasks into hundreds of routine operations and coordinating various technical teams to ensure safe and efficient operations throughout the drilling process [4][6] Group 2 - Since the 14th Five-Year Plan, CNOOC has successfully developed several large-scale projects, including the Dongfang 13-2 gas field and the Shenhai No. 1 deepwater gas field, which have accelerated the development of complex offshore oil and gas resources and boosted the marine drilling equipment industry [4][6] - The future of deepwater oil and gas development will focus on deeper and faster drilling, leveraging data-driven and intelligent decision-making processes to enhance operational efficiency and safety [6][7] - The breakthroughs in deepwater drilling technology not only improve operational efficiency and safety but also provide a "Chinese solution" for global deepwater oil and gas development, showcasing China's independent innovation capabilities in marine technology [7]