从技术追跑到多项领跑，东营石油装备产业正实现质的飞跃。"以前我们追着别人跑，如今在很多领域 已实现'并跑'甚至'领跑'。"东营区贸促会会长扈献文感慨。他亲历了中国（东营）国际石油石化装备与 技术展览会的变迁。从前几届重点"看世界"，到如今自信"展实力"，他见证了东营石油装备产业从"制 造"向"智造"与"服务"转型的加速度。"今年展会特别设置'抱团出海'展区，我们的海洋油气装备、水下 智能系统、无人机应用等产品备受国际客商青睐。" 位于东营高新区的威飞海洋装备制造有限公司，是国内唯一能够研发制造水下采油树并实现产业化应用 的企业。公司生产制造中心总经理徐建让介绍，威飞海洋拥有三个全球领先的研发制造基地，营销网络 覆盖30个国家和地区，持有100余项核心知识产权。 水下采油树被誉为深海油气开发的"咽喉"，过去长期被国外垄断。其1358个精密零件与跨学科技术集 成，使国产化之路异常艰难。威飞海洋联合东营区"政产学研金服用"协同创新体系，研发出性能更优的 自主产品，目前已在国内多个海域实现工程化应用，并成功走向全球。 原标题：石油装备产业由"制造"向"智造"与"服务"转型 东营"制造"远销80余个产油国 位于黄河尾闾 ...

Core Viewpoint - The company held its Q3 2025 earnings presentation, highlighting a focus on enhancing core capabilities and addressing market challenges, while maintaining a commitment to shareholder value and sustainable growth [1][5]. Financial Performance - In Q3 2025, the company reported revenue of 11.35 billion, a year-on-year decrease of 5.75% due to international oil price fluctuations and operational disruptions caused by typhoons and maintenance [5][7]. - The net profit attributable to shareholders for Q3 2025 was 1.023 billion, down 4.51% year-on-year, influenced by similar factors affecting revenue [6][7]. - For the first three quarters of 2025, the company achieved a net profit of 2.85 billion, a year-on-year increase of 6.1%, with a non-recurring net profit of 2.86 billion, up 14.5% [8][13]. Strategic Initiatives - The company is advancing its global first megawatt-level seawater electrolysis hydrogen production project, which has successfully operated for over 1,500 hours, producing hydrogen at a rate of 200 cubic meters per hour with a purity of 99.999% [2]. - The company is committed to enhancing its low-carbon and digital business sectors, aligning with its development plans [4]. ESG and Sustainability Efforts - The company has been focusing on ESG governance, continuously improving its ESG reporting and practices, and has implemented a carbon footprint management system [9]. - The company has undertaken significant energy-saving projects, achieving a reduction of 1,634 tons of standard coal through various initiatives [9]. Market Expansion and Future Outlook - The company is expanding its overseas business, focusing on key markets such as the Middle East, Africa, North America, and Asia-Pacific, with services including oilfield operation, engineering EPC, and technical consulting [12]. - The company anticipates a positive trend in Q4 2025, aiming for steady growth throughout the year [13].

Core Insights - Dongying City is emerging as a significant hub for high-end oil equipment, with over 500 related enterprises and an annual output value exceeding 35 billion yuan [1] - The local oil equipment industry has transitioned from "manufacturing" to "intelligent manufacturing" and "services," showcasing confidence in its capabilities at international exhibitions [2] - The region's oil equipment products cover eight categories, 37 series, and over 1,500 varieties, with a focus on innovation and collaboration among enterprises [1][2] Industry Development - Dongying's oil equipment industry has established four major industrial chains: drilling, oil extraction, oil and gas enhancement, and marine equipment [1] - The industry has seen a significant increase in exports, with an export value of 2.25 billion yuan in the first half of the year, representing a 124% year-on-year growth [3] - The number of specialized small and medium-sized enterprises in the oil equipment sector has increased from 3 in 2019 to 158 [3] Technological Advancements - Companies like Weifang Marine Equipment Manufacturing Co. are leading in underwater oil tree development, holding over 100 core intellectual property rights and covering 30 countries [2] - The K344 fracturing packer developed by Zhaoxin Industrial Co. is noted for its unique design and ability to withstand high pressure, contributing to breaking foreign monopolies [3] Strategic Initiatives - The local government is focused on optimizing and enhancing the traditional oil equipment industry, aiming to establish an industry association to integrate resources and strengthen the supply chain [4] - The implementation of 51 key industrial projects with a total investment of 8.4 billion yuan aims to promote the growth of high-tech enterprises in the region [3]

Core Viewpoint - Hainan is actively pursuing the development of a modern marine economy, focusing on high-quality growth, technological innovation, and ecological protection, aiming to become a strong marine province by leveraging its marine resources and enhancing its marine industry [1][3][4]. Group 1: Marine Economic Development - Hainan aims to increase the marine production value's share of GDP from 33.8% in 2023 to 40% by 2026 [6]. - The "Deep Sea No. 1" gas field has reached its maximum production capacity, with an expected annual gas output of over 4.5 billion cubic meters [11][12]. - Hainan is focusing on deep-sea energy development, including the promotion of key equipment manufacturing and industrialization, particularly underwater oil trees [20][21]. Group 2: Technological Innovation - Hainan is establishing a complete chain from experimental research to industrial application for key marine equipment, such as underwater oil trees, with a target of achieving 85% localization rate for 1500-meter deep underwater oil trees by 2026 [20][21]. - The province is also developing the world's first underwater data center, which integrates marine resources with digital technology, enhancing the efficiency of marine resource utilization [7][8]. Group 3: Ecological Protection - Hainan has implemented strict ecological protection measures, achieving a water quality excellence rate of 99.9% in nearshore waters, with key ecosystems like coral reefs and seagrass beds in healthy condition [4][29]. - The province has established a comprehensive ecological protection and pollution prevention mechanism, including the first local ban on single-use plastics in China [23][24]. - Hainan's efforts in ecological restoration have led to the return of rare marine species, showcasing the success of its environmental protection initiatives [29]. Group 4: Marine Industry Transformation - Hainan is promoting the transformation and upgrading of modern marine industries, focusing on new energy sources like offshore wind power and deep-sea oil and gas production [12][21]. - The province is also developing marine ranching, integrating tourism and aquaculture to create a new business model that enhances local livelihoods [13][14]. Group 5: Research and Development - Hainan is positioning itself as a national marine science and technology innovation hub, leveraging its natural resources and institutional innovations to support marine research and development [15][16]. - The establishment of the Sanya Yazhou Bay Science and Technology City aims to attract marine-related enterprises and foster collaboration between research institutions and businesses [16]. Group 6: Community Engagement - Hainan is encouraging community participation in marine conservation efforts, with initiatives like "fishing boats collecting garbage" gaining traction among local fishermen [28]. - Educational programs are being implemented to raise awareness about marine protection among the younger generation, fostering a culture of environmental stewardship [28].

Group 1 - Hainan has introduced a three-year action plan (2025-2027) to accelerate the construction of a modern industrial system with distinctive advantages, focusing on high-quality development of the deep-sea industry [1] - The plan emphasizes the cultivation of three future industries: seed industry, deep-sea, and aerospace, while also enhancing tropical characteristic efficient agriculture [1] - By 2027, the revenue of the deep-sea technology industry cluster in Sanya Yazhou Bay is expected to exceed 6 billion yuan [1] Group 2 - The action plan aims to enhance the capabilities of the port industry, supporting the development of Yangpu Port as a regional international container hub [2] - By 2027, the revenue of the Yangpu Port shipping industry cluster is projected to reach 80 billion yuan, with the province's container throughput expected to hit 6 million TEUs [2] - The plan outlines a roadmap for the high-quality development of the modern marine industry system, with a focus on marine technology innovation and green economic development [2]

Group 1: Petrochemical and New Materials Industry - By 2027, the output value of the petrochemical new materials industry in Hainan is expected to exceed 160 billion yuan [1] - The plan aims to enhance the petrochemical new materials industry by leveraging the benefits of the "fixed enterprise, fixed variety, fixed quantity" policy for crude oil imports, promoting a complete industrial chain from "oil head - chemical transformation - new materials tail" [1] - The strategy includes expanding the olefin industry chain by sourcing raw materials like naphtha and propane, and developing high-end chemical new materials [1] Group 2: Marine and Renewable Energy Industry - The plan emphasizes the cultivation of emerging marine industries, including increasing reserves and production of marine oil and gas resources, and conducting evaluations for multi-gas extraction and utilization [1] - Hainan aims to develop the marine renewable energy sector, including the planning of integrated demonstration projects for offshore wind power hydrogen production and methanol production [1] - The initiative also focuses on enhancing marine technology innovation capabilities and establishing a "smart ocean" innovation hub [1] Group 3: Economic Structure and Innovation - By 2027, the value added of the four leading industries (tourism, modern services, high-tech industries, and tropical efficient agriculture) is expected to account for approximately 70% of GDP, with modern services contributing nearly 30% [2] - The integration of technological and industrial innovation is a priority, with a target for R&D expenditure intensity to reach 1.8% by 2027, and high-tech industry value added to exceed 17% of GDP [2]

8月4日，海南省人民政府办公厅印发《海南省加快构建具有特色和优势现代化产业体系三年行动方案 （2025-2027年）》，其中提到，推进深海产业高质量发展。以国家重大战略紧迫性需求为牵引，以打 造智能制造共享平台为产业化突破口，加快构建现代海洋产业体系和实现再造一个"海上海南"目标。 培育壮大海洋新兴产业，加快海洋油气矿产增储上产，开展重点区域"多气合采、多能利用"潜力评价和 深海油气田开发关键技术研发，积极推进重点海域天然气水合物生产性试采。 做大海洋新能源产业，谋划推进海上风电制氢制醇及加注一体化示范工程。发展特色化海洋工程装备产 业，健全深海油气装备测试能力，推动钻井仪、水下采油树与高附加值油服产品本地生产。 提升海洋科技创新能力，打造"智慧海洋"深海科技创新策源地、测试中试生产性服务平台。到2027年， 三亚崖州湾科技城深海科技产业集群营业收入超过60亿元。 着力培育文昌国际航天城航天产业集群，建设航天重大科创基地，壮大火箭链、卫星链、数据链。推动 商业航天发射场核心能力提升，加快商业航天发射场二期和配套设施建设。推进卫星超级工厂建设，开 工建设卫星部组件制造中心、火箭大部段制造中心等项目，积极引进商业 ...

Core Viewpoint - Hainan Province aims to accelerate the development of a modern industrial system with distinctive advantages, focusing on high-quality development of the deep-sea industry and establishing a "smart manufacturing shared platform" as a breakthrough for industrialization [1] Group 1: Deep-Sea Industry Development - The plan emphasizes the need to cultivate and expand emerging marine industries, enhance oil and gas reserves, and develop key technologies for deep-sea oil and gas field exploration [1] - It includes initiatives for the production trial of natural gas hydrates in key sea areas and the evaluation of multi-gas extraction and multi-energy utilization potential [1] Group 2: Marine Renewable Energy - The strategy involves expanding the marine renewable energy sector, particularly through the planning of integrated demonstration projects for offshore wind power, hydrogen production, and methanol production [1] Group 3: Marine Engineering Equipment - Development of specialized marine engineering equipment industries is highlighted, with a focus on enhancing local production capabilities for high-value oil service products and deep-sea oil and gas equipment testing [1] Group 4: Technological Innovation - The plan aims to improve marine technological innovation capabilities, establishing Sanya Yazhou Bay Science and Technology City as a hub for deep-sea technology innovation and testing services [1] - By 2027, the deep-sea technology industry cluster in Sanya Yazhou Bay is projected to achieve an operating income exceeding 6 billion yuan [1]

Core Viewpoint - The Hainan Provincial Government has issued a three-year action plan (2025-2027) aimed at accelerating the development of a modern industrial system with unique advantages, focusing on high-quality development of the deep-sea industry [1] Group 1: Deep-Sea Industry Development - The plan emphasizes the need to align with national strategic demands and aims to create an intelligent manufacturing shared platform as a breakthrough for industrialization [1] - It aims to cultivate and expand emerging marine industries, enhance oil and gas reserves, and develop key technologies for deep-sea oil and gas field exploration [1] - The initiative includes the evaluation of potential for "multi-gas co-production and multi-energy utilization" in key areas and the promotion of pilot production for natural gas hydrates in important sea areas [1] Group 2: Marine Renewable Energy - The plan outlines the goal to expand the marine renewable energy sector, including the development of integrated demonstration projects for offshore wind power, hydrogen production, and methanol refueling [1] - It aims to develop specialized marine engineering equipment and enhance local production capabilities for high-value oil service products [1] Group 3: Technological Innovation and Economic Goals - The plan seeks to improve marine technological innovation capabilities and establish a "smart ocean" innovation hub and testing service platform [1] - By 2027, the revenue from the deep-sea technology industry cluster in Sanya Yazhou Bay is projected to exceed 6 billion yuan [1]

Core Viewpoint - The introduction of domestically produced underwater Christmas trees by Weifang Ocean Equipment Manufacturing Co., Ltd. marks a significant advancement in China's offshore oil and gas industry, reducing reliance on imports and enhancing safety and efficiency in underwater production systems [5][6]. Group 1: Product Overview - The underwater Christmas tree is a control device for oil wells, managing the flow and pressure of fluids from deep underground, and is critical for preventing blowouts and leaks [3]. - This equipment consists of over 1,300 components and weighs 25 tons, highlighting its complexity and importance in underwater production systems [3]. Group 2: Technological Advancements - Weifang has achieved over 90% localization in the design, manufacturing, integration, and testing of the underwater Christmas tree, breaking the previous import dependency [5]. - The company is now one of only four manufacturers globally capable of designing and producing underwater Christmas trees, having successfully implemented them in 11 wells in Bohai and South China Sea oil fields [5]. Group 3: Production and Impact - The first two units of the underwater Christmas tree have been operational in Bohai oil field for three years, with a single well producing 310,000 cubic meters of gas per day, sufficient for 1,500 households for a year [5]. - The technology has received high recognition from CNOOC and expert evaluations, indicating its reliability and effectiveness in the field [5]. Group 4: Future Plans - Weifang is currently developing a 1,500-meter deep-water underwater Christmas tree, which is in the integration testing phase, and is also planning for a 2,000-meter ultra-deep-water version [6]. - The company aims to achieve complete autonomy in underwater production systems and expand its market presence across China's offshore oil fields and globally [6].