中化新网讯12月5日，以"汇智观能源大势.聚力建海洋强国"为主题的2025海洋能源发展论坛在北京举 办。据中国海油（600938）集团能源经济研究院发布的《中国海洋能源发展报告2025》(以下简称《报 告》)，今年全球海洋油气勘探开发投资预计达2175.5亿美元，占全球油气勘探开发总投资的35.7%，连 续5年保持增长态势，复合年均增速达11%。 《报告》显示，2025年，海洋油气新增探明储量约占全球油气(不含陆上非常规油气)新增储量的79%。 超深水油气勘探发现了3个探明可采储量超5亿桶油当量的大型油气田。 《报告》预计，2026年，全球海洋油气勘探开发投资将同比增长3%以上，占全球油气勘探开发总投资 的36%左右。海洋油气发现继续引领全球油气新增储量增长，占比将超过80%。预计全球海洋石油和天 然气产量均稳步增长，南美洲和中东等地区将成为增产主力。2026年，中国海洋油气产量预计将稳健增 长，海洋石油产量约为6900万吨，海洋天然气产量有望突破320亿立方米。 据《报告》数据，2025年全球海洋油气产量维持近年增长的态势，预计为4912万桶油当量/日，同比增 长4.1%。其中，超深水油气作为全球油气产量的 ...

Core Insights - The 2025 Marine Energy Development Forum highlighted China's commitment to high-intensity investment in marine oil and gas development, with a focus on accelerating key capacity projects and achieving record marine oil and gas production [1][3]. Group 1: Marine Oil and Gas Development - China's marine oil production has been steadily increasing, with the growth accounting for approximately 80% of the national oil production increase [3]. - Marine natural gas production is also experiencing rapid growth, contributing significantly to the overall energy supply [3]. - The global supply of LNG is expected to see a notable year-on-year increase, with projections indicating that by 2030, LNG will account for over 60% of China's total natural gas imports [3]. Group 2: Energy Transition and Carbon Emissions - It is anticipated that global energy-related carbon emissions and primary energy consumption will peak within the next 5-10 years, with various factors influencing the post-peak reduction trajectory [3]. - Clean electricity is rapidly developing and is expected to become the primary terminal energy source, although fossil fuels will remain essential for energy accessibility and system stability [3]. Group 3: Strategic Focus Areas - The construction of a new energy system should focus on the clean and efficient use of fossil fuels, reliable alternatives to non-fossil energy, and innovation [4]. - There is significant potential for further exploration and development of marine oil and gas resources, necessitating continued efforts to increase reserves and production during the 14th and 15th Five-Year Plans [4]. - The chairman of China National Offshore Oil Corporation emphasized the importance of marine energy as a strategic asset and the role of natural gas as a key link between traditional and new energy sources [4][5].

《2060能源展望（2025年版）》指出，海洋油气是中国油气增储上产的主力。预计2030年前全球海洋石 油产量将增长至17亿吨，2060年略降至10亿吨左右，在全球石油产量中的占比长期维持在30%以上。近 年来中国海洋石油产量增量占全国总增量的60%以上，已成为增产的主要来源，预计2060年1/3左右的 石油将产自海上。全球海洋天然气产量预计于2045年前后达到1.56万亿立方米的峰值，2060年仍维持在 1.28万亿立方米左右，深水天然气产量占比稳步提升。2060年中国近10%的天然气产量将来自海洋， 45%左右的海洋天然气来自深水。 该报告还谈到，海上风电具有较好的发展潜力。海上风电将逐渐成为未来电力供应的重要组成部分。 2060年全球海上风能发电量预计占全球总发电量的7%，中国海上风能发电量约占全国总发电量的8%。 （刘丽丽） 责任编辑：刘万里 SF014 该报告还谈到，海上风电具有较好的发展潜力。海上风电将逐渐成为未来电力供应的重要组成部分。 2060年全球海上风能发电量预计占全球总发电量的7%，中国海上风能发电量约占全国总发电量的8%。 （刘丽丽） 责任编辑：刘万里 SF014 12月5日消息，由中 ...

Core Insights - China's marine GDP reached 7.9 trillion yuan in the first three quarters of the year, showing a year-on-year growth of 5.6%, indicating a stable and progressive marine economy [1] Group 1: Marine Economic Performance - The supply level of marine resources has steadily increased, with the approved area for marine and island use reaching 262,000 hectares, a year-on-year increase of 19.2%, involving an investment of 641.9 billion yuan [1] - Traditional marine industries are performing well, with marine crude oil and natural gas production increasing by 3.0% and 17.7% respectively, and marine aquatic product output rising by 4.8% [1] - The marine transportation industry is developing steadily, with a significant recovery in marine tourism, as evidenced by a 28% year-on-year increase in cruise passenger numbers, totaling 2.05 million [1] Group 2: Emerging Marine Industries - The new capacity for offshore wind power connected to the grid increased by 42.1% year-on-year, indicating rapid growth in this sector [1] - The delivery and order value of marine engineering equipment grew by 13.6% and 7.0% respectively, showcasing a robust market [1] - The development of marine pharmaceuticals is progressing, with the clinical trial approval of the independently developed LY104 injection [1] Group 3: Marine Information Services - 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] - A domestically developed intelligent welding robot for marine engineering has completed integration and is entering the testing phase in Tianjin [2]

Core Insights - China's marine economy continues to show robust growth, with marine GDP reaching 7.9 trillion yuan, a year-on-year increase of 5.6%, outpacing the national GDP growth by 0.4 percentage points [2][7] - The country leads globally in marine product output and shipbuilding, with new ship orders accounting for 63.5% of the world market [1][4] Marine Economy Development - The marine production value has provided a solid "blue support" for national economic development, with significant advancements in marine aquaculture and energy sectors [2][3] - Marine product output increased by 4.8%, with marine aquaculture rising by 5.7% [2] Marine Energy Sector - Offshore wind power generation and new grid-connected capacity saw year-on-year increases of 3.7% and 42.1%, respectively [3] - Significant breakthroughs in oil and gas exploration were reported, with marine crude oil and natural gas production increasing by 3.0% and 17.7% [2] Shipbuilding Industry - The shipbuilding industry remains stable, with completed ship volumes and orders increasing by 6.7% and 25.7%, respectively [4] - China's marine engineering equipment continues to dominate the international market, holding 60.0% of new orders and 50.8% of delivered orders [4] Technological Advancements - The country is advancing in marine technology, with the launch of the first trusted data space in the marine sector and the introduction of AI applications [5] - New green ship orders have reached a 70.6% share of the international market, highlighting a commitment to reducing emissions in the shipping industry [5] Investment and Resource Management - The area approved for marine use and islands increased by 19.2%, with investments exceeding 641.9 billion yuan, supporting major projects [7] - A significant proportion of marine enterprises reported growth in revenue, profit, and workforce, indicating a positive trend in the marine economy [7]

Core Insights - The marine economy in China achieved a production value of 7.9 trillion yuan in the first three quarters, growing by 5.6% year-on-year, which is 0.4 percentage points higher than the GDP growth rate [1] Marine Resource Supply - The approved marine and island area reached 262,000 hectares, a year-on-year increase of 19.2%, with investments exceeding 641.9 billion yuan [1] - Significant breakthroughs in oil and gas exploration were reported, including a 211-meter oil and gas layer in the Weizhou 10-5 South oil field and high-yield oil and gas wells in the Bohai Bay Basin [1] - Marine oil and gas production saw increases of 3.0% for crude oil and 17.7% for natural gas in the first three quarters [1] Marine Renewable Energy - Offshore wind power generation increased by 3.7%, with new grid-connected capacity rising by 42.1% [2] - Major offshore wind projects, such as the Jiangsu Dafeng (800 MW) and the Jinshan Offshore Wind Farm (306 MW), achieved significant milestones in grid connection [2] Traditional Marine Industries - The shipbuilding industry showed stable growth, with completed ship volumes and hand-held orders increasing by 6.7% and 25.7% respectively [2] - The marine transportation sector experienced growth in cargo volume (5.7%) and cargo turnover (6.2%), with total maritime import and export value rising by 1.7% [2] Marine Tourism - The marine tourism sector saw a value-added increase of 7.0%, with passenger transport volume and turnover rising by 3.0% and 3.8% respectively [2] - Cruise tourism gained popularity, with a 17% increase in cruise ship arrivals and a 28% increase in total passengers [2] Emerging Marine Industries - The marine engineering equipment manufacturing sector maintained a strong position, with new orders, delivered orders, and hand-held orders accounting for 60.0%, 50.8%, and 61.9% of the international market share respectively [3] - Progress was made in marine pharmaceuticals, with the approval of LY104 injection for clinical trials, marking a significant development in marine small molecule drugs [3] - The resilience of marine foreign trade was evident, with a 1.7% increase in maritime import and export value, and notable growth in exports of wind turbine generators and ships by 23.9% and 22.4% respectively [3]

Core Insights - The marine economy in China has shown resilience and positive growth in the first half of the year, with a marine GDP of 5.1 trillion yuan, representing a year-on-year increase of 5.8% [1] Group 1: Marine Economic Performance - The supply capacity of marine resources has steadily increased, with a newly approved area for marine and island use of 167,000 hectares, up 25.2% year-on-year, involving investments exceeding 500 billion yuan [1] - Marine crude oil and natural gas production increased by 2.3% and 16.9% respectively [1] - The capacity and generation of offshore wind power saw significant growth, with new grid-connected capacity increasing by 199.4% and generation up by 2.2% [1] - The domestic marine aquaculture production increased by 4.8% [1] Group 2: Traditional Marine Industries - Traditional marine industries continue to play a stabilizing role in the marine economy, with the shipbuilding industry maintaining a leading position in the international market, accounting for 64.0% of new orders, 47.2% of completed orders, and 57.6% of hand-held orders globally [1] - The marine tourism sector's value added grew by 8.0%, with cruise ports receiving 40.1% more passengers year-on-year [1] - The marine transportation sector demonstrated resilience, with marine freight volume and cargo turnover increasing by 5.2% and 6.9% respectively [1] Group 3: Emerging Marine Industries - Emerging marine industries are also showing positive development, with marine engineering equipment deliveries and hand-held order amounts increasing by 39.3% and 9.7% respectively [2] - The "Sea Star Model" for marine drug research was launched in Qingdao [2] - The megawatt-level generator "Fengjin" has been continuously operating on the grid for over three years [2]

Core Insights - The marine economy in China has reached a production value exceeding 10 trillion yuan, marking a 5.9% increase from the previous year, which is 0.9 percentage points higher than the national economic growth rate [1][2] - The marine economic development index for 2024 is projected to be 125.2, reflecting a 2.3% increase from the previous year, with the base year set at 2015 [1] - The number of marine economic activity units has increased by 6% year-on-year, indicating growth in the sector [1] Industry Performance - The added value of emerging marine industries has grown by 7.2%, while the marine manufacturing sector's added value is 3.2 trillion yuan, accounting for over 30% of the marine production value [1] - Marine oil and gas production has seen increases of 4.7% and 8.7% respectively, while offshore wind power generation has surged by 28.2% [2] - The scale of seawater desalination projects has grown by over 10% compared to the previous year [2] Trade and Export - The total import and export volume of maritime trade, along with international container throughput and ship export value, has reached historical highs [2] - Ship export value reached 308.65 billion yuan, representing a year-on-year growth of 58.7%, with China's share of global ship completions at 42.7%, an increase of 5.9 percentage points from the previous year [2] - Trade with countries involved in the Belt and Road Initiative amounted to 22.1 trillion yuan, with coastal countries accounting for 19 trillion yuan, reflecting a 6.3% increase from the previous year [2] Tourism and Consumption - The marine tourism market is experiencing significant growth, with coastal cities receiving over 14% more domestic tourists compared to the previous year [2] - The per capita consumption of marine aquatic products is expected to reach 27 kilograms, indicating a continued increase in the supply of high-quality protein [2] Strategic Outlook - The Ministry of Natural Resources emphasizes the need to cultivate new productive forces in the marine sector, accelerate the establishment of a modern marine industry system, and enhance the development and protection of marine resources to support high-quality growth in the marine economy [2]