Overview of 1. Offshore Engineering Equipment Manufacturing Industry

The offshore engineering supporting equipment manufacturing industry refers to the manufacturing industry that provides all kinds of special equipment and systems for offshore engineering projects, including drilling platforms, production and storage platforms, floating production storage and unloading oil vessels (FPSO), semi-submersible drilling ships, deep-water pipeline laying ships, deep-water crane ships, deep-water mining ships and other large-scale offshore equipment, as well as anchor chains, rigging, valves, pipelines and other core supporting equipment. These equipment and systems are mainly used in offshore oil and gas exploration and development, seabed mineral exploitation, offshore wind power construction and other fields.

The marine engineering equipment manufacturing industry is a high-tech, high value-added, high-risk industry, which has high requirements for design capabilities, manufacturing capabilities, and installation capabilities. At the same time, the industry is also a strategic industry, which plays an important role in ensuring national energy security, safeguarding national maritime rights and interests, and promoting national economic and social development.

Market Scale of Global Offshore Engineering Equipment Manufacturing Industry in 2.

According to data from the Champ Consulting Group,2019The global offshore engineering equipment manufacturing industry market size of approximately1.2trillion dollars,2020Affected by the new crown epidemic in 2012, the market size declined1Trillions of dollars or so.2021With the prevention and control of the epidemic and economic recovery, the market size has rebounded to reach1.1Trillions of dollars.2022In 2010, the market size of the global offshore engineering supporting equipment manufacturing industry continued to grow, reaching1.2Trillions of dollars. With the acceleration of the global energy transition and the development of marine resources, the market size will continue to grow.2023The end of the year will reach1.4Trillions of dollars or so.

From the regional distribution,2022The largest market for the global offshore engineering ancillary equipment manufacturing industry in 2012 remains the Asia-Pacific region, accounting for approximately40%, mainly benefited from the growth of offshore wind power, mobile production equipment and other projects in China, South Korea and other countries. The second is Europe, which accounts for about.30%Mainly rely on the North Sea area of offshore oil and gas development and offshore wind power construction. North America and Middle East Africa accounted for approximately15%and10%Among them, North America has been affected by the shale gas revolution in the United States, and the demand for offshore engineering has decreased, while the Middle East and Africa have been affected by oil price fluctuations and geopolitical instability, and the offshore engineering market has been slow to recover. Latin America accounts for about5%, mainly focused on deepwater oil and gas development projects in Brazil and other countries. The market size of all regions will show growth, with the Asia-Pacific region having the fastest growth rate and is expected2023The end of the year will account for the size of the global market.45%。

3. the technical level of the global offshore engineering equipment manufacturing industry

The technical level of the offshore engineering equipment manufacturing industry is mainly reflected in the design, manufacture, installation and operation of offshore equipment. At present, the technical level of the global offshore engineering equipment manufacturing industry presents the following characteristics:

The design capability of marine engineering equipment has been continuously improved to meet the needs of marine engineering in different sea areas, different water depths and different climatic conditions. Norway, for example.EquinorCompany designs world's first floating wind power plantHywind Tumps, can be in300m of water depth of the sea to generate electricity; the U. S.Exxon MobilThe company designed the world's largestFPSO Liza Destiny, can be in2000Oil and gas are produced in the sea at a depth of 1 m.

The manufacturing capacity of offshore equipment is constantly improving, and it can realize the characteristics of large-scale, intelligent, modular and standardized. South Korea's Samsung Heavy Industries, for example, built the world's largest semi-submersible drilling vesselWest Aquarius, with a total length123meters, with a total width96Meters, available in3000China's CIMC Group has built the world's first intelligent ship.FPSO P-67It adopts automatic control system, unattended computer room, intelligent instrument and other technologies.

The installation capacity of marine engineering equipment is continuously enhanced, which can realize the rapid, safe and efficient transportation and positioning of marine engineering equipment to the designated sea area. For example, the NetherlandsHeerema Marine ContractorsThe company has the world's largest semi-submersible crane shipSleipnirThe lifting capacity reaches2Ten thousand tons, can be used to install all kinds of offshore equipment; China's CNOOC has the world's most advanced pipeline laying ship.Hai Yang Shi You 20, the laying speed reaches every hour4kilometers, which can be used to lay deep-water pipelines.

The operation capacity of offshore engineering equipment is continuously optimized, which can realize low-carbon, environmental protection, energy saving and reliable engineering operation in the marine environment. France, for example.TotalCompany operates world's first all-electricFPSO Egina, Using electric pumps and electric valves and other technologies to reduce carbon dioxide emissions; the UK'sBPThe company operates the world's first unmannedFPSO Glen Lyons, Using remote monitoring and maintenance technologies to improve operating efficiency.

4. the competition pattern of global offshore engineering equipment manufacturing industry

According to data from the Champ Consulting Group,2022The top five companies in the global offshore engineering equipment manufacturing industry in terms of market share are China's CIMC Group Corporation (accounting for approximately9%), South Korea Samsung Heavy Industries (accounting for about8%), U. S.McDermott InternationalCompanies (accounting for about7.5%), the NetherlandsSBM OffshoreCompanies (accounting for about7%), Norway'sAker SolutionsCompanies (accounting for about6.5%). The market share of these companies will remain stable or grow slightly. Among them, CIMC Group has the fastest growth rate and is expected2023The end of the year will account for the global market share.6.5%Left and right.

From the competitive level, the global offshore engineering equipment manufacturing industry can be divided into four camps. In the first camp of enterprises mainly in Europe and the United States, they monopolize the development of offshore engineering supporting equipment, design, engineering general contracting and key supporting equipment supply, on behalf of the enterprise.Aker Solutions、McDermott International、SBM OffshoreWait. The second camp is South Korea and Singapore, which are developing rapidly in the field of final assembly construction and occupy a leading position. Representative companies include Samsung Heavy Industries, Hyundai Heavy Industries,Keppel Offshore & MarineWait. China is still in the third camp of manufacturing low-end products, representing enterprises such as CIMC, China Shipbuilding, Zhenhua heavy Industry and so on. The fourth camp is enterprises from other countries and regions, mainly engaged in the manufacture of some offshore equipment or supporting equipment, representing enterprises in Brazil.PetrobrasJapan's Hitachi Shipbuilding, India'sLarsen & ToubroWait.

Market Scale of China Offshore Engineering Equipment Manufacturing Industry in 5.

According to data from Shangpu Consulting Group, with the country's attention and support for the development and utilization of marine resources, as well as the technological progress and innovation capabilities of the marine engineering supporting equipment manufacturing industry, the market scale will continue to grow.2023The end of the year will reach3500About 100 million yuan.

From the perspective of product structure,2022The market size of China's offshore engineering equipment manufacturing industry is mainly composed of the following types of products: drilling platforms, production and storage platforms,FPSOOther offshore equipment and core supporting equipment. Among them, the market share of drilling platforms is about.38%, the market share of production oil storage platforms is approximately28%，FPSOThe market share of approximately16%, the market share of other offshore equipment is about.12%, the market share of core ancillary equipment is approximately6%. The market size of all types of products will show growth, whichFPSOand other offshore equipment, which is expected to grow fastest.2023The end of the year will account for the size of the Chinese market, respectively.20%and15%。

6. the technical level of China's offshore engineering equipment manufacturing industry

The technical level of China's offshore engineering equipment manufacturing industry is still far behind the global advanced level, which is mainly reflected in the following aspects:

The design ability of offshore equipment is weak, mainly depends on foreign technology transfer or cooperation, and lacks independent innovation ability and core technology. For example, China currently does not have a fully self-designed deepwater drilling platform, most of which are designed by foreign design or in cooperation with foreign companies.

The manufacturing capacity of offshore equipment is strong, but it is mainly concentrated in low-end products, and the manufacturing capacity of high-end products needs to be improved. For example, China's production of floating storage and unloading tankers (FPSO) has a certain scale and level of manufacturing, but there is still a big gap in the manufacturing of high-end offshore equipment such as deep-water pipeline laying ships, deep-water lifting ships, and deep-water mining ships.

The installation capacity of offshore equipment is more general, mainly dependent on foreign professional service companies, lack of independent installation capacity and experience. For example, China still needs to rely on the installation of ships and teams in Europe and other regions in the construction of offshore wind power, and it has not yet formed a complete offshore wind power installation system.

The operating capacity of offshore equipment is low, mainly in terms of operating efficiency, operating costs, and operating safety. For example, China's offshore oil and gas development still has problems such as low oil and gas recovery rate, high oil and gas production costs, and many oil and gas production accidents.

7. the competitive landscape of China's offshore engineering equipment manufacturing industry

According to data from the Champ Consulting Group,2022The top five enterprises in the market share of China's offshore engineering supporting equipment manufacturing industry are: China Shipping Company (accounting for about25%), mainly producing high-end offshore engineering equipment such as drilling platforms and oil storage platforms; CIMC (accounting for about20%), mainly produces cylindricalFPSO, multi-functional service platform and other offshore engineering equipment; Zhenhua Heavy Industry Company (accounting for about15%), mainly produces self-elevating wind power installation vessels, semi-submersible drilling platforms and other offshore engineering equipment;10%), mainly produces self-elevating drilling platforms, offshore engineering auxiliary ships and other offshore engineering equipment;8%), mainly produces self-elevate drilling platforms, multi-functional service platforms and other offshore engineering equipment. The market share of these companies will remain stable or grow slightly. Among them, CIMC Group Corporation and Zhenhua Heavy Industry Corporation have the fastest growth rate.2023By the end of the year will account for China's market share.18%and12%Left and right.

From the level of competition, China's offshore engineering equipment manufacturing industry can be divided into three camps. Enterprises in the first camp are mainly CIMC, China Shipbuilding, Zhenhua Heavy Industry, etc. They have strong comprehensive strength and competitive advantages in the offshore engineering supporting equipment manufacturing industry, and can provide integrated services from design, manufacturing, installation to operation, Representative products include drilling platforms, production and storage platforms,FPSOWait. The second camp is CNOOC, CNOOC, Jerry's shares, etc., they have certain strength and advantages in the offshore engineering equipment manufacturing industry, can provide some offshore equipment or supporting equipment manufacturing and services, representative products have pipeline laying ships, lifting ships, anchor chains and so on. The third camp is other domestic enterprises, which have weak strength and advantages in the offshore engineering equipment manufacturing industry, mainly engaged in the manufacture and service of some low-end or small offshore equipment or supporting equipment, representing products such as buoys, buoys, cables and so on.

8. China's offshore engineering equipment manufacturing industry policy environment

The policy environment of China's offshore engineering equipment manufacturing industry is mainly reflected in the national and local levels. National-level policies mainly include "Made in China".2025》、《“fourteen five”Intelligent Manufacturing Development Plan, etc., these policies have given key support and guidance to the offshore engineering equipment manufacturing industry, clarified development goals and key areas, and provided direction and motivation for the development of the industry. The policies at the local level mainly include the policies related to the manufacturing of marine engineering supporting equipment in various provinces and cities. These policies are aimed at the actual situation of the marine engineering supporting equipment manufacturing industry in the region, and put forward specific development measures and preferential policies, which provide conditions for the development of the industry. And guarantee.

Specifically, the policies at the national level mainly include the following aspects:

"Made in China2025The marine engineering supporting equipment and high-tech ships as one of the ten key development areas, clear.2025The development goals of the year include the realization of independent design, independent manufacturing, independent installation and independent operation of marine engineering supporting equipment, and the formation of an internationally competitive marine engineering supporting equipment brand and enterprise.

The "14th Five-Year" Intelligent Manufacturing Development Plan puts forward the overall requirements and key tasks for accelerating the promotion of intelligent manufacturing. The main contents related to the marine engineering supporting equipment manufacturing industry include: accelerating the digitalization and networking of the marine engineering supporting equipment manufacturing field, Intelligent transformation, improve the quality, efficiency and flexibility of marine engineering supporting equipment manufacturing; strengthen the research and development and innovation of key technologies in the field of marine engineering supporting equipment manufacturing, break through the core technology of high-end offshore equipment such as deep-water drilling platforms, deep-water pipeline laying ships, and deep-water mining ships; strengthen the standardization, testing, and certification construction of offshore engineering supporting equipment manufacturing, and improve the safety and reliability of offshore engineering supporting equipment manufacturing Sex and compatibility.

The "14th Five-Year Plan" puts forward the goal of cultivating advanced manufacturing clusters and promoting the innovative development of ships and marine engineering supporting equipment and other industries. The main contents related to the marine engineering supporting equipment manufacturing industry include: accelerating the construction of a national marine Engineering equipment innovation center, building an internationally influential marine engineering equipment innovation platform; strengthening the collaborative innovation of marine engineering equipment and high-tech ship industry chain, form an industrial cluster with core competitiveness; strengthen international cooperation and exchanges between marine engineering equipment and high-tech ships, and enhance my country's share and position in the global marine engineering equipment market.

Policies at the local level are mainly in the following areas:

Jiangsu Province issued the "Fourteenth Five-Year Plan for the Development of Ship and Marine Engineering Supporting Equipment Industry in Jiangsu Province", which proposed2025It will take the lead in building a world-class advanced manufacturing cluster of marine engineering, build a number of demonstration areas for high-quality development of marine engineering equipment, and become the first province in the manufacturing of marine engineering equipment. The main contents involved in the manufacturing industry of marine engineering supporting equipment include: accelerating technological innovation and product upgrading in the manufacturing field of marine engineering supporting equipment, and breaking through the core technologies of high-end marine engineering equipment such as deepwater drilling platforms, deepwater pipeline laying ships and deepwater mining ships; strengthen industrial chain collaboration and cluster development in the field of marine engineering supporting equipment manufacturing, build an internationally competitive marine engineering supporting equipment manufacturing base; strengthen brand building and market development in the field of marine engineering supporting equipment manufacturing, and enhance Jiangsu Province's presence in the global marine engineering supporting equipment The influence of the equipment market.

Zhejiang Province issued the "14th Five-Year Plan for the Development of Ship and Marine Engineering Supporting Equipment Industry in Zhejiang Province", and proposed2025The goal of building a number of internationally influential brands and enterprises of ship and marine engineering supporting equipment will be built in, which involves the main contents of the marine engineering supporting equipment manufacturing industry: accelerating the digital, intelligent and green transformation in the field of marine engineering supporting equipment manufacturing, and improving the quality, efficiency and environmental protection of marine engineering supporting equipment manufacturing; strengthen the research and development and innovation of key technologies in the field of offshore engineering supporting equipment manufacturing, break through the core technologies of high-end offshore equipment such as deepwater drilling platforms, deepwater pipeline laying ships, and deepwater mining ships; strengthen the standardization, testing, and certification of offshore engineering supporting equipment manufacturing Construction to improve the safety, reliability and compatibility of offshore engineering supporting equipment manufacturing.

Shandong Province issued the "Shandong Province" 14th Five-Year "Ship and Marine Engineering Supporting Equipment Industry Development Plan", proposed.2025It will build an internationally competitive industrial base for ships and marine engineering supporting equipment in, and build a group of internationally influential brands and enterprises for ships and marine engineering supporting equipment. The main contents related to the manufacturing industry of marine engineering supporting equipment include: Accelerating the technological innovation and product upgrading in the field of marine engineering supporting equipment manufacturing, break through the core technology of high-end offshore equipment such as deepwater drilling platforms, deepwater pipeline laying ships, and deepwater mining ships; strengthen industrial chain collaboration and cluster development in the field of offshore engineering supporting equipment manufacturing, and build an internationally competitive offshore engineering supporting equipment manufacturing base; Strengthen brand building and market development in the field of offshore engineering supporting equipment manufacturing, and enhance Shandong's influence in the global offshore engineering supporting equipment market.

9. Development Trend of China Offshore Engineering Equipment Manufacturing Industry

China's offshore engineering equipment manufacturing industry is in2023The following trends will be presented:

The market demand of the marine engineering supporting equipment manufacturing industry will maintain steady growth, mainly driven by the state's attention and support for the development and utilization of marine resources, as well as the technological progress and innovation ability of the marine engineering supporting equipment manufacturing industry. expected2023By the end of the year, the market size of China's offshore engineering equipment manufacturing industry will reach3500About billion yuan, with an average annual growth rate of about8%。

The product structure of the marine engineering equipment manufacturing industry will be further optimized, mainly in the proportion of high-end products will gradually increase, and the proportion of low-end products will gradually decrease. expected2023At the end of the year, in China's offshore engineering supporting equipment manufacturing industry, drilling platforms, production and storage platforms, and,FPSOThe market share of high-end products such75%The market share of other offshore equipment and core ancillary equipment will reach25%Left and right.

The technical level of the offshore engineering supporting equipment manufacturing industry will be further improved, mainly in the design capacity, manufacturing capacity, installation capacity, operation capacity and other aspects of offshore equipment will be improved, especially in the deep-water drilling platform, deep-water pipeline laying ship, deep-water mining ship and other high-end offshore equipment will have a breakthrough. expected2023In 2007, China's offshore engineering supporting equipment manufacturing industry will realize the independent design, independent manufacturing, independent installation and independent operation of some high-end offshore equipment, and form an internationally competitive offshore engineering supporting equipment brand and enterprise.

The competitive landscape of the offshore engineering equipment manufacturing industry will be further optimized, mainly in the competitive level will be more distinct, and the competitive advantage will be more obvious. expected2023At the end of the year, in China's offshore engineering supporting equipment manufacturing industry, CIMC, China Shipbuilding, Zhenhua heavy Industry and other enterprises will continue to maintain a leading position and occupy a larger market share and influence; CNOOC, COOOC Engineering, Jereh and other enterprises will continue to maintain stable development and occupy a certain market share and influence; other domestic enterprises will continue to seek transformation and upgrading, occupy a smaller market share and influence.

10. Champ Consulting believes that

According to data from Shangpu Consulting Group, the offshore engineering equipment manufacturing industry is an industry with broad development prospects and great potential, and it is also an industry facing many challenges and opportunities. Champu Consulting believes that in the next few years, the industry will face the following opportunities and challenges:

Opportunities: first, the state attaches great importance to and supports the development and utilization of marine resources, which provides policy dividends and market space for the development of the industry; second, the acceleration of global energy transformation and marine resources development provides technical demand and market demand for the development of the industry; third, the technological progress and innovation ability of the marine engineering supporting equipment manufacturing industry are improved, It provides technical power and competitive advantage for the development of the industry.

Challenges: first, the technical advantages and market advantages of foreign advanced enterprises in the marine engineering supporting equipment manufacturing industry have brought technical pressure and market pressure to the development of the industry; second, the technical barriers and financial barriers of the marine engineering supporting equipment manufacturing industry have brought technical and financial problems to the development of the industry; third, the environmental impact and safety risks of the marine engineering supporting equipment manufacturing industry, for the development of the industry has brought environmental responsibility and safety responsibility.

To sum up, Shangpu Consulting believes that the offshore engineering equipment manufacturing industry is an industry worthy of attention and investment, but it also needs to be fully aware of the opportunities and challenges of the industry, and make full preparations and responses. Shangpu Consulting recommends that relevant enterprises in the offshore engineering equipment manufacturing industry should:

Strengthen the ability of independent innovation, break through the core technology, improve product quality and performance;

Strengthen the industry chain collaboration capacity, the formation of industrial clusters, enhance product competitiveness and market share;

Strengthen international cooperation capabilities, expand international markets, and enhance brand influence and market position;

Strengthen environmental protection and safety capabilities, reduce environmental impact and safety risks, and enhance social responsibility and credibility.