1. construction market: volume fell and prices rose, the global offshore market continued to recover.

According to data from the Champ Consulting Group,2022Global sales of offshore equipment in137Ship, year-on-year decline14%; Transaction amount250Billion US dollars, year-on-year growth68%. From the perspective of subdivision ship type,FPSOFor the representative of the production of storage and transportation equipment transactions.23Seat/Ship, amount approx.165Billion US dollars, accounting for as much67%It has become the backbone of the recovery of the offshore industry market. Transaction quantity of construction equipment94Seat/ship,78US $100 million, accounting32%Among them, mainly offshore wind power engineering construction ships, including offshore wind power installation ships, crane ships, cable ships and so on. Mobile drilling platform new market zero transactions, marine survey equipment and offshore support vessels accounted for insufficient turnover.2%, less than the quantity20ships, but some orders are already in progress, and after years of grinding, the global offshore market is entering a period of repair.

Chinese shipyards in2022The year's offshore market was frequently mirrored, with a total of offshore orders received throughout the year.68ship, about150US $100 million, once again won the top spot in the global offshore market, domestic shipyards seized the opportunity brought about by the explosive growth in demand for offshore wind power vessels, while actively striving for international offshore oil and gas equipment orders, further consolidating their market leading position; Singapore shipyards won a total of offshore orders.12ship, about40The number of orders received is the second largest in the world, with many ships of Brazil's national oil.FPSOorders, Singapore shipyards achieved a counterattack at the end of the year, further narrowing the gap with Chinese shipyards; South Korea shipyards only received offshore orders.5ship, about32Billion dollars, albeit small, with a semi-submersible production platform and a ship.FPSOOrders, South Korea shipyards still squeeze into the top three. European shipyards receive a total of offshore orders19ship, about11Billion U.S. dollars, the type of order is mainly offshore wind power-related ships.

Due to the rising cost of raw materials, equipment and labor, as well as the impact of tight ship positions, the price of various types of offshore equipment has increased significantly.400The new price of the foot jack-up drilling platform is about.2.3Billion US dollars, up from a year earlier35%；80Ton bollar pull three-use work boat new price about.1500US $10,000, year-on-year growth25%。

Completed deliveries remain stable, and inventory of offshore equipment is being cleared.2022Completed and delivered offshore equipment in214ship, and2021The year was basically flat.

Downstream demand in 2.: tight supply and demand, rising rental utilization

From the downstream demand point of view, offshore oil and gas development activities in general remain active, equipment rent, utilization rate of high operation. On the supply side, in recent years, new orders for offshore equipment are at a low level, the dismantling of old equipment is speeding up, and the supply of global marine engineering equipment fleets is declining; on the demand side, the conflict between Russia and Ukraine in the post-epidemic period has accelerated the reshaping of the global energy pattern, energy security has become the focus of attention of countries around the world, offshore oil and gas development activities have accelerated, and the utilization rate of global jack-up drilling platforms is as high.87%, some of the popular areas have been in short supply, equipment rents have also risen, self-elevating drilling platform daily rents close11.3million dollars/Day.

三、发展展望：需求多元，2023Still worth looking forward

International oil prices are still relatively high, and offshore oil and gas development is still "profitable". Since the outbreak of the new crown epidemic, international oil prices have fallen and then risen,2022In 2012, stimulated by the conflict between Russia and Ukraine, Brent crude oil futures prices touched130USD/The high of the barrel, a new high after the financial crisis. Since then, affected by factors such as sluggish demand, the EU's price ceiling on Russian oil, and the US dollar's interest rate hike, international oil prices have dropped again near the end of the year.80USD/Below the barrel. Outlook2023Most institutions expect crude oil prices to fall somewhat, but are expected to remain so, due to concerns about the global economic outlook and crude oil demand.90USD/Barrels around the level.

From the supply side,OPEC、俄罗斯等能源大国对油价走势仍然起着重要的作用，国际原油价格一旦持续大幅下跌，主要产油国可能达成默契，通过减产保持油价平稳。美国页岩油生产商在油价上涨时也不再选择盲目增产，而是优先偿还债务以改善资产负债表，这也为国际油价的企稳提供了定心丸。从海洋石油开发的成本来看，对于油公司来说，即使是80USD/桶的油价也依然有利可图，继续扩大投资的动力依然充足。全球已发现但未批准的海洋油气开发项目盈亏平衡成本仅为40USD/桶，远低于当前国际油价。大型石油公司仍在增加投资，巴西石油和天然气巨头Petrobras公布了2023-2027年的投资增加约15%To780亿美元，此外还将投资约200亿美元用于租用新平台；埃克森美孚表示其2023年的资本支出接近其年度目标200亿至250亿美元的上限，并预计将这一水平保持到2027年；其他表示要提高资本支出的还有雪佛龙公司、道达尔等。

海洋油气装备的主力地位依然稳固。从2022年成交的海工装备金额来看，海洋油气装备的主力地位依然稳固，尤其是以FPSO为代表的浮式生产装备，作为海上油气“巨无霸”，尽管数量不多，但单艘造价动辄数十亿美元，短期内其主力地位难以替代。此外，自升式钻井平台、半潜式钻井平台、海工支持船等主力海洋油气装备近些年尽管订单十分稀缺，但从下游活跃的需求来看，相关装备订单在2023年逐步落地已经可以期待。

海上风电装备崛起的势头不可阻挡。近些年在各国政策的大力支持以及成本竞争力日益提升的情况下，全球海上风电新增装机容量快速增长。绿色低碳成为全球普适价值观下的“共同语言”，海上风电成为了绿色资本的“聚集地”，获得了资本市场的青睐，吸引着传统船东纷纷转型进入，海上风电船舶订单迎来爆发式增长。短期来看，中国海上风电的开发潜力依然巨大，海上风电由建设向建设+运维转变的需求也将催生更多相关船舶订单。

新老更替的更新周期已经到来。从船龄来看，截至2022年底，全球海洋工程装备船队数量共12911艘，平均船龄高达20year,20年船龄以上装备占比35%。部分装备如海洋调查船、挖泥船、多功能服务平台等船型20年以上船龄占比超过40%，这些老旧船舶在作业效率、功能参数等方面，均已远远落后于新式海工装备，拆解退役是他们最终的归宿，未来几年老旧海工装备拆解周期即将到来，海工装备的需求依然值得期待。

四、技术创新：专利申请活跃，中国领先全球

全球海洋工程装备制造行业专利申请人数量及专利申请量均呈现波动增长态势。2021年申请量达到5079项，申请人数量超过3800人。整体来看，全球海洋工程装备制造技术处于成长期。在专利类型方面，目前全球有1.33万项海洋工程装备制造专利为实用新型，占全球海洋工程装备制造专利申请数量最多，为49.6%。发明专利数量为1.30万项，占比为48.53%。外观设计专利仅为500项，占比不足2%。

从技术构成来看，目前E21B7 钻井的特殊方法或设备 (钻机的支承装置，例如，井架或者桅杆式井架，的专利申请数量最多，为2674项，占总申请量的14.57%。其次是E21B15 钻机的支承装置，例如，井架或者桅杆式井架专利申请量为2333项，占总申请量的12.71%。从技术焦点来看，全球海洋工程装备制造前十大热门技术词包括钻孔装备、钻井平台、旋挖钻、锚杆钻机、连接件等。

从技术来源国分布来看，目前全球海洋工程装备制造第一大技术来源国为中国，中国海洋工程装备制造专利申请量占全球海洋工程装备制造专利总申请量的76.29%；其次是美国，美国海洋工程装备制造专利申请量占全球海洋工程装备制造专利总申请量的9.12%。韩国和俄罗斯排名第三和第四，欧洲紧随其后。在中国方面，江苏为中国当前申请海洋工程装备制造专利数量最多的省份，累计当前海洋工程装备制造专利申请数量高达3375项。北京、广东当前申请海洋工程装备制造专利数量均超过2000项。

从专利申请人竞争来看，中国海洋石油集团有限公司夺得桂冠。全球海洋工程装备制造行业专利申请数量TOP10申请人分别是中国海洋石油集团有限公司、北京三一智造科技有限公司、中国石油天然气集团有限公司、大宇造船海洋株式会社、武汉船用机械有限责任公司、中海油研究总院有限责任公司、海洋石油工程股份有限公司、大连理工大学、中海油能源发展股份有限公司以及上海交通大学。其中，中国海洋石油集团有限公司海洋工程装备制造专利申请数量最多，为453项。

Conclusion

according to champ consulting,2023年海洋工程装备行业将面临多元化的需求，海洋油气开发和海上风电开发将是两大主要的市场驱动力。海洋工程装备行业的竞争环境将更加激烈，技术创新和成本控制将是企业的核心竞争力。中国作为全球海洋工程装备制造的领先国家，将继续保持优势，但也要警惕国外竞争对手的挑战，加强自主研发和品牌建设，提升产品质量和服务水平，拓展国内外市场，实现高质量发展。