在近日举办的"筑基强国路——中国制造'十四五'成就展"上，一件件凝聚创新智慧的展品、一组组彰显 发展成效的数据，都在展示着石化化工等制造业五年来的奋进与蜕变——高端制造频获突破、新材料向 高端化跃升、工业机器人向智能化进阶。 石化装备技术亮点纷呈 "十四五"期间，我国石化化工行业在重点技术、重大装备领域取得显著成就。 在海洋工程装备展区，一批油气领域的国之重器引起观众驻足。"梦想号"大洋钻探船能够进行全球海域 无限航区作业，拥有1.1万米深海能源资源钻探能力。JSD6000深水起重铺管船可在3000米超深水海域进 行海上油气铺管作业，范围覆盖全球主要海域。"深海一号"能源站搭载近200套关键油气处理设备，全 球首创半潜平台立柱储油，最大储油量近2万立方米，实现了凝析油生产、存储和外输一体化功能。 "海葵一号"则以数字化赋能海洋开发。作为集成海洋一体化监测、数据集成等多系统的圆筒型浮式生产 储卸油装置，"海葵一号"最大储油量达6万吨。不仅如此，它在国内首次采用新型天然气脱硫装置和双 燃料发电机，利用油田伴生气提升了海上油田绿色节能水平。 走到能源装备展区，国内首台拥有自主知识产权的110兆瓦级重型燃气轮机"太行 ...

地缘动荡凸显全球深海资源战略价值，中国海油强化海洋资源领军地位 2026 年 1 月 23 日 行业研究 ——中国海油集团跟踪报告之八 要点 地缘局势波谲云诡，全球深海战略资源争夺加剧。 2022 年以来，地缘政治局势 持续紧张，部分区域大国的单边行动频出，国际局势动荡不安。在此背景下，深 海已成为全球争夺地缘政治和能源主导地位的下一个关键矿产资源竞争前沿阵 地。2025 年 4 月 24 日，特朗普发布了名为"释放美国近海关键矿产和资源" 的行政命令，该行政命令旨在使美国成为"负责任的海底矿产勘探、开发技术和 实践领域的全球领导者"。截至 2026 年 1 月，特朗普政府正在加快审批国际水 域深海采矿许可证，鼓励美国企业抢先开发海底关键矿产资源。在当前地缘政治 局势动荡不安、全球单边主义行动盛行的背景下，全球战略资源博弈加剧，深海 资源逐渐成为各方争夺的焦点。虽然中期内由于全球立法停滞和环保担忧问题， 深海矿产资源难以释放供给，但一旦技术和规则突破，有望重塑全球矿产供给结 构，长期来看深海资源仍有望成为大国战略资产。 我国深海资源战略价值突出，政策布局全面推动产业高质量发展。2025 年政府 工作报告首次将 ...

Core Insights - China National Offshore Oil Corporation (CNOOC) announced the completion of the 100th oil shipment from the "Deep Sea No. 1" gas field, which is the largest offshore gas field in China, with total oil and gas production expected to exceed 4.5 million tons of oil equivalent by 2025 [1] Group 1: Project Overview - "Deep Sea No. 1" is China's first independently developed ultra-deepwater gas field, characterized by the deepest operational water depth exceeding 1,500 meters and the highest formation temperature reaching 138 degrees Celsius [1] - The gas field has proven geological reserves of over 150 billion cubic meters of natural gas and is being developed in two phases [1] Group 2: Production Capacity - The core facilities of the project, including the "Deep Sea No. 1" energy station and the "Four Stars Connected" platform group, are equipped with the capability to process and transport oil and gas directly at sea [1] - Currently, "Deep Sea No. 1" produces 15 million cubic meters of natural gas and over 1,600 tons of condensate oil daily [1] Group 3: Operational Efficiency - The operational team has implemented continuous modifications to the production equipment and facilities, applying years of offshore gas field management experience to optimize processes and maximize production potential [1] - A complete operational technology system for ultra-deepwater gas field production has been established, reducing the time for crude oil transportation operations to under 8 hours [1]

Group 1 - The core point of the article is that China National Offshore Oil Corporation (CNOOC) has announced the successful production milestone of its largest offshore gas field, "Deep Sea No. 1," which has reached an oil equivalent production scale comparable to that of medium-sized onshore oil fields [1][3] - "Deep Sea No. 1" is characterized as the most challenging offshore gas field in China, with the deepest operational water depth exceeding 1500 meters and the highest formation temperature reaching 138 degrees Celsius. The proven geological reserves of natural gas exceed 150 billion cubic meters [1][3] - The gas field has achieved a daily output of 15 million cubic meters of natural gas and over 1,600 tons of condensate oil, with a unique oil storage and transportation system utilizing shuttle tankers for export [3] Group 2 - CNOOC projects that the cumulative oil and gas production from the Hainan Island offshore gas field cluster, including "Deep Sea No. 1," will exceed 10 million tons of oil equivalent by 2025, effectively doubling the production compared to the end of the 13th Five-Year Plan [3] - Deepwater oil and gas production is expected to become a significant growth driver, accounting for over 90% of the region's new oil and gas output [3] - The company plans to widely promote the production and operational technology system developed from "Deep Sea No. 1" to provide more robust energy security for national economic and social development [3]

Core Insights - China National Offshore Oil Corporation (CNOOC) announced the completion of the 100th oil export from the "Deep Sea No. 1" gas field, which is the largest offshore gas field in China, with a total oil and gas production expected to exceed 4.5 million tons of oil equivalent by 2025 [1] Group 1: Project Overview - "Deep Sea No. 1" is the most challenging offshore gas field in China, featuring the deepest operational water depth exceeding 1,500 meters and the highest formation temperature reaching 138 degrees Celsius [1] - The gas field has proven geological reserves of over 150 billion cubic meters of natural gas and is developed in two phases [1] Group 2: Production Capacity - Currently, "Deep Sea No. 1" produces 15 million cubic meters of natural gas and over 1,600 tons of condensate oil daily [1] - Some condensate oil is stored in the platform's four pillars and exported via shuttle tankers once a certain volume is reached, which is one of the three world-first technologies of the "Deep Sea No. 1" energy station [1] Group 3: Future Plans - CNOOC plans to widely promote the production and operation technology system developed from "Deep Sea No. 1" to provide more robust energy support for national economic and social development [1]

Group 1: Overview of Hainan Free Trade Port Development - Hainan Free Trade Port is undergoing significant changes, with a comprehensive blueprint established by the central government in June 2020, aiming for full island closure operations by December 18, 2025 [1] - The development is characterized by a focus on maritime economy, with initiatives in port construction, logistics, and transportation [2][3] Group 2: Port Infrastructure and Logistics - Haikou Port serves as the core of Hainan's modern port cluster, with significant improvements in cargo handling efficiency, reducing customs clearance time from hours to under 15 minutes [2] - The "Four Directions, Five Ports" strategy aims to enhance global competitiveness and operational efficiency of Hainan's ports, with specific roles assigned to each port [2][3] - Yangpu Port has registered 73 international vessels, with a total tonnage of approximately 4.075 million tons, and has seen a 204% increase in container throughput from 1.02 million TEUs to 3.1 million TEUs [4] Group 3: Air Transport and Connectivity - Hainan's three major airports are projected to exceed 50 million passenger throughput by 2025, with international passenger traffic expected to grow by 30% [6] - The "Air-to-Air Transfer" model is gaining traction, facilitating the movement of goods through multiple flights, with a significant portion of cargo being transferred internationally [7] Group 4: Marine Economy and Development - Hainan aims to establish a "Marine Strong Province" by enhancing its marine economy through initiatives in shallow sea aquaculture, deep-sea energy, and oceanic scientific research [8] - The marine production value in Hainan is expected to grow from 160.62 billion to 300 billion by 2025, with a compound annual growth rate of 13.9% [10] Group 5: Financial and Investment Opportunities - The establishment of the Hainan Free Trade Port is seen as a major opportunity for companies, particularly in the agriculture and aquaculture sectors, to streamline import and export processes [9] - The EF account system has significantly expedited cross-border fund transfers, with over 600 accounts opened and transactions exceeding 200 billion [12] - New regulations allow foreign investors to access various financial products in Hainan, attracting more financial institutions to the region [13]

Core Insights - The 27th China International High-Tech Achievements Fair (高交会) showcases significant advancements in high-tech industries, emphasizing "high, precision, and cutting-edge" technologies and products, with over 90% of exhibits being physical items and more than 20% being debut displays [1][2] Group 1: Key Technologies and Exhibitors - The 9th hall features critical technologies and products related to national security and technological innovation, including aerospace, high-end marine engineering, and intelligent manufacturing [2] - Notable exhibitors include China Aerospace, China National Offshore Oil Corporation (CNOOC), BYD, and the Shenzhen Advanced Institute of Technology, showcasing their latest technological achievements [2][3] - The "Shenzhen Star," the world's first high-throughput satellite customized for mobile communication, is displayed by Asia-Pacific Satellite Broadband Communication (Shenzhen) Co., highlighting its role in disaster communication [2] Group 2: Innovations in Energy and Computing - CNOOC presents advanced marine energy equipment, including the "Deep Sea No. 1" energy station and "Sea Anemone No. 1" FPSO, showcasing its latest technological advancements in deep-water oil and gas exploration [3] - The Guangming Laboratory has acquired four sets of Huawei's self-developed computing clusters, each containing 384 domestic GPUs, for large model training and multimedia processing, transitioning from NVIDIA due to export restrictions [4] - The Shenzhen Advanced Institute of Technology introduces the HYPIR image restoration model and the HYPVR video enhancement model, which significantly improve the quality of old films and video content [4] Group 3: Medical and Biotechnological Innovations - The "Results Supermarket" at the fair features 125 achievements in fields such as high-end medical devices and brain-machine interfaces, allowing visitors to interactively learn about technological highlights and application scenarios [5][6] - The world's first "imaging" magnetic resonance device, uMRUltra, developed in collaboration with United Imaging Healthcare, has received regulatory approvals and is set for global launch [6] - A novel multi-modal imaging-guided pulsed electric field ablation device is showcased, which integrates various imaging technologies for precise treatment of complex medical conditions [6]

Core Insights - The 8th International Diving, Salvage, and Marine Engineering Equipment Exhibition opened on November 7 in Xiamen, showcasing over a thousand cutting-edge equipment and technologies in the diving and salvage sectors [1][2] - The exhibition aims to create a platform for information exchange, technology promotion, and trade cooperation among government departments, research institutions, universities, and water-related enterprises [1] - The exhibition covers an area of 20,000 square meters, featuring various high-tech display zones including marine vessels, rescue ships, diving equipment, and emergency rescue gear [1] Industry Developments - The exhibition highlights the transition of marine equipment development from "labor-intensive" to "technology-intensive" and "intelligent-enabled" models, driven by technological innovation [2] - The event is co-hosted by the China Diving and Salvage Industry Association, the International Diving Contractors Association, and the International Marine Contractors Association, reflecting a collaborative effort in the industry [2] - The China Diving and Salvage Industry Association, established in June 2008, currently has over 1,000 member units, representing a comprehensive national industry organization for diving, salvage, and marine engineering construction [2]

Core Insights - The "Deep Sea No. 1" Phase II project has been fully operational since June 25, marking China's largest offshore gas field and a significant step towards large-scale deep-sea oil and gas development [1][2]. Industry Overview - Over 70% of global oil and gas resources are located in oceans, with 40% from deep water. China's South China Sea alone has approximately 2.48 billion tons of oil and 42 trillion cubic meters of natural gas, with about half found in deep water [2]. - The exploration and development of deep-sea oil and gas resources, particularly in the South China Sea, is a long-term and significant growth direction for China [2]. Project Details - The "Deep Sea No. 1" gas field is located 150 kilometers from Sanya, Hainan Province, and has geological reserves exceeding 100 billion cubic meters [2]. - The project has overcome numerous technical challenges associated with deep-water operations, establishing China as a player in the global deep-water oil and gas development arena [3][4]. Technological Innovations - The "Deep Sea No. 1" energy station is the world's first 100,000-ton deep-water semi-submersible production and storage platform, featuring three world-class innovations and 13 domestically developed technologies [4]. - The project has developed a unique operational model combining underwater production systems, shallow water platforms, and deep-water semi-submersible platforms, creating a large-scale oil and gas production facility cluster [6][7]. Production Capacity - The "Deep Sea No. 1" project has a maximum daily production capacity of 15 million cubic meters, with an expected annual output exceeding 4.5 billion cubic meters [7]. - The cumulative production has surpassed 12 billion cubic meters, making it the largest offshore gas field in China and a key supplier for the Guangdong-Hong Kong-Macao Greater Bay Area [7]. Future Prospects - The technological and equipment systems established by the "Deep Sea No. 1" project are expected to facilitate the development of other complex deep-water oil and gas fields in the future [8]. - There are vast areas in the South China Sea awaiting exploration, and the advancements made through this project lay a solid foundation for future deep-sea endeavors [8].

Core Insights - The article highlights significant breakthroughs in oil, gas, and uranium mining during China's "14th Five-Year Plan" period, emphasizing the importance of energy minerals for national resource security [1][2]. Oil and Gas Discoveries - During the "14th Five-Year Plan," China discovered 10 large oil fields and 19 large gas fields, resulting in a substantial increase in oil and gas reserves, ensuring stable oil production of 200 million tons and natural gas output exceeding 240 billion cubic meters [2]. - The South China Sea saw the discovery of the world's first ultra-deep water shallow-layer large gas field, the Ling Shui 36-1 gas field, with proven geological reserves exceeding 100 billion cubic meters [4]. - Marine oil and gas are becoming the main contributors to China's reserve increase, with 70% of the domestic crude oil increment expected to come from marine sources in 2024 [4]. Uranium Mining Developments - Major breakthroughs in uranium mining were achieved with the discovery of two super-large uranium mines in Gansu and Heilongjiang, strengthening the resource base for five large uranium mining areas [2]. - Uranium is crucial for nuclear power generation, which is essential for energy transition and achieving carbon neutrality goals, as it can effectively replace coal power and complement renewable energy sources [11]. Technological Advancements - Deep-sea exploration and development are highlighted as high-tech and challenging fields, with advancements in deep-water drilling platforms and underwater production systems being critical for future resource extraction [6][9]. - The introduction of China's first 42,600-ton drilling vessel capable of drilling to depths of 11,000 meters and the establishment of the world's first 100,000-ton production and storage oil platform demonstrate significant progress in deep-sea capabilities [8]. Strategic Importance - Mastery of deep-sea development technology is seen as key to unlocking future resource potential, with implications for economic stability and energy security [9].