文｜胡振宇 综合开发研究院（中国·深圳）前海分院副院长、可持续发展与海洋经济研究所所长，深圳市城市规划委员会委员，博士、研究员 一、十年激变：从乐观憧憬到现实警醒 短短十年间，经济合作与发展组织（OECD）的两份海洋经济报告，清晰地勾勒出全球海洋经济在气候危机与地缘政治双重夹击下的深刻转型。2024年，全 球气温无情突破1.5℃临界值，海洋热浪肆虐地中海，太平洋渔场因海水酸化大幅减产——气候危机的警钟在海洋上空长鸣！在此背景下，OECD《海洋经济 2050》发出振聋发聩的预警：全球海洋经济站在十字路口！若能源转型裹足不前，2050年其增加值（GVA）将萎缩20%；反之，若能加速清洁技术革命，则 有望实现40%的强劲增长！ 这一严峻结论与2016年《海洋经济2030》的乐观预测形成强烈反差。彼时，报告曾满怀信心地预测全球海洋经济增加值将在2030年"倍增至3万亿美元"。现 实是，2020年全球海洋经济增加值已达2.6万亿美元（相当于全球第五大经济体英国的经济总量），约占全球GVA的3%-4%。滨海旅游和海上油气开采仍是 两大支柱。然而，更值得关注的是，尽管海上风电、水产工业养殖、渔业加工等海洋资源利用型产业增速 ...

作为参考，克拉克森的数据显示，目前一艘156000-158000载重吨苏伊士型原油船新造船价格已经从去 年下半年的9000万美元滑落至8600万美元，也低于去年同期的8850万美元。 包括最近承接的2艘原油运输船在内，HD韩国造船海洋今年以来承接的新船订单已达53艘、64.9亿美元 （约合472亿元人民币），完成了全年接单目标180.5亿美元（约合1320亿元人民币）的约36%，包括1 艘LNG运输船、4艘LNG加注船、1艘超大型液氨运输船（VLAC）、34艘集装箱船、2艘超大型乙烷运 输船（VLEC）、6艘油船、5艘中型LPG/液氨运输船。 根据克拉克森的预测，2025年的原油运输船市场有望走强，预计2025年全球海运原油贸易量将增长 2.7%。大西洋地区出口至亚洲原油贸易持续增长，美国、巴西以及圭亚那等大西洋地区国家远距离总 出口量预计在2025年将比2019年增长78%。除此以外，红海事件导致的船舶绕航预计在2025年依然持 续，进一步推动2025年原油吨海里贸易增长3.1%，原油运输船运力需求增长3.2%。 5月7日，韩国HD现代集团造船业务控股公司HD韩国造船海洋宣布，与一家非洲地区船东签订了2艘 ...

Group 1 - The core viewpoint of the articles highlights the significant improvement in the operational efficiency and profitability of China Shipbuilding Industry Co., Ltd. in 2024, with a revenue increase of 5.01% and a net profit increase of 22.21% [1][2] - In 2024, the company achieved an operating revenue of 78.584 billion yuan and a net profit attributable to shareholders of 3.614 billion yuan, with a non-recurring net profit of 3.072 billion yuan [1] - The company optimized its operational structure and accelerated transformation, leading to a 42.57% increase in the order amount for civil shipbuilding, with a total of 154 vessels and an order value of 103.9 billion yuan [1] Group 2 - As of the end of 2024, China Shipbuilding held a total of 322 civil shipbuilding orders, amounting to 216.962 billion yuan, reflecting a year-on-year increase of 41.34% [1] - The company completed 93 civil ship deliveries, achieving 112.74% of its annual tonnage target [1] - In 2024, China Shipbuilding filed 1,674 patent applications, including 1,481 invention patents, and authorized 383 patents, with a focus on core technologies and product innovation [2] Group 3 - The company announced a profit distribution plan for 2024, proposing a cash dividend of 2.50 yuan per 10 shares, totaling 1.118 billion yuan, which accounts for 30.94% of the net profit attributable to shareholders [2]

Group 1 - The core viewpoint of the articles highlights Samsung Heavy Industries' significant financial performance improvements in Q1 2023, with notable increases in revenue, operating profit, and net profit compared to the same period last year [2][3]. - In Q1 2023, Samsung Heavy Industries achieved operating revenue of 24,943 billion KRW (approximately 17.36 billion USD), a year-on-year increase of 6.2% [2]. - The operating profit for Q1 2023 was 1,231 billion KRW (approximately 85.67 million USD), reflecting a substantial year-on-year growth of 58% [2]. - The net profit for Q1 2023 reached 901 billion KRW (approximately 62.7 million USD), marking an impressive year-on-year increase of 1,055.1% [2]. - The company reported an operating profit margin of 4.9% in Q1 2023, up 1.6 percentage points from the previous year [2]. Group 2 - For the entire year of 2022, Samsung Heavy Industries recorded an operating revenue of 99,031 billion KRW (approximately 7.3 billion USD), representing a year-on-year growth of 23.6% [3]. - The operating profit for 2022 was 5,027 billion KRW (approximately 3.7 billion USD), which is a significant year-on-year increase of 115.5% [3]. - The company has secured 16 new ship orders worth 2.2 billion USD (approximately 138.8 billion KRW) in 2023, achieving 22% of its annual order target of 9.8 billion USD [3]. - Samsung Heavy Industries aims for a 6% operating profit margin in 2023, up from 2.9% in 2022, with a target of 5.1% in 2024 [3]. Group 3 - The company has set a target for 2025, aiming for an operating revenue of 105 trillion KRW (approximately 72.7 billion USD) and an operating profit of 6.3 trillion KRW (approximately 4.36 billion USD) [4]. - Samsung Heavy Industries plans to focus on profitable LNG ships and FLNG projects to build a sustainable growth foundation and maximize long-term profitability [4].