证券日报网1月7日讯 ，中集集团在接受调研者提问时表示，从订单储备看，截至2025年6月末，海工手 持订单约55.5亿美元，已排产至2027/2028年。接单方面，公司还是聚焦高质量、高端装备订单，油气 订单以FPSO/FLNG项目为主，非油气订单主要跟踪已合作的客户，积极获取订单。此外，海上油气项 目投资年内受宏观经济不确定性、利率较高等影响，项目有所延后，Rystad等行业机构也预测延后的项 目将在2026年释放，并且连同2027-2028年的深海项目投资额将连续实现至少3年的高峰。从公司的经营 状况来看，得益于在手订单保持高位，在高效交付的前提下，全年营收及利润都有望保持较强的增长趋 势。 （文章来源：证券日报） ...

南财智讯12月9日电，中集集团在投资者关系活动中表示，截至2025年6月末，海工板块手持订单约55.5 亿美元，已排产至2027/2028年。公司聚焦高质量、高端装备订单，油气订单以FPSO/FLNG项目为主。 得益于在手订单保持高位，在高效交付的前提下，2025年全年营收及利润有望保持较强增长趋势。行业 机构预测，受宏观经济不确定性等因素影响延后的海上油气项目将在2026年释放，并带动2027-2028年 深海项目投资连续三年处于高峰。 ...

Group 1: Offshore Engineering Outlook - As of June 2025, the offshore engineering segment holds approximately $5.55 billion in orders, scheduled for production until 2027/2028 [2][3] - The company focuses on high-quality, high-end equipment orders, primarily in oil and gas projects like FPSO/FLNG [3] - Economic uncertainties and high interest rates have delayed some projects, but industry forecasts predict a release of delayed projects in 2026, with continued investment peaks through 2028 [3] Group 2: Competitive Advantages - The company boasts a strong design capability with nearly 4,000 employees, including a dedicated R&D team of about 1,200, and four research centers located in China and Europe [4] - A one-stop delivery capability is established through a robust manufacturing and supply chain system, enhancing efficiency in modular construction and cost control [4][5] - A highly responsive global supply chain allows for real-time data sharing with clients, ensuring transparency and collaboration throughout the construction process [5][6] Group 3: Container Manufacturing and Storage Business - Long-term confidence in container manufacturing is based on the correlation with global trade volume, which is expected to grow due to population increase and wealth elevation [7] - The storage business has become a key growth area, with a cumulative shipment of over 60 GWh of storage equipment, positioning the company as a global leader [8] Group 4: Data Center Innovations - The company has developed a modular data center project in Malaysia, featuring 833 modules and a total IT load of approximately 60 MW, completed in under 10 months [9][10] - Innovative cooling solutions and modular designs enhance construction speed and energy efficiency, showcasing the company's leadership in industrialized data center solutions [10]

Core Viewpoint - CIMC Group announced a strong order reserve in the offshore oil and gas sector, with a focus on high-quality and high-end equipment orders, indicating a positive outlook for revenue and profit growth through efficient delivery [1] Order Reserve - As of June 30, 2025, the offshore engineering hand-held orders amount to approximately $5.55 billion, with production scheduled until 2027/2028 [1] - The company is primarily focusing on FPSO/FLNG projects for oil and gas orders, while non-oil and gas orders are being tracked through existing customer collaborations [1] Market Conditions - Offshore oil and gas project investments have been delayed this year due to macroeconomic uncertainties and high interest rates, with industry forecasts suggesting that delayed projects will be released in 2026 [1] - Investment in deep-sea projects is expected to peak for at least three consecutive years from 2026 to 2028 [1] Financial Outlook - The company anticipates strong growth in both revenue and profit for the year, supported by a high level of orders on hand and efficient delivery capabilities [1]

南财智讯11月24日电，中集集团在投资者关系活动中表示，截至2025年6月末，海工手持订单约55.5亿 美元，已排产至2027/2028年。公司聚焦高质量、高端装备订单，油气订单以FPSO/FLNG项目为主，非 油气订单主要跟踪已有合作客户。得益于在手订单保持高位，在高效交付的前提下，2025年全年营收及 利润有望保持较强的增长趋势。 ...