中集集團(000039.SZ):中集海洋工程業務深耕佈局深海油氣裝備業務
格隆匯3月21日丨中集集團(000039.SZ)在投資者互動平臺表示,區別於淺海環境,深海通常指水深超過200米的海域,甚至作業水深超過3000米的海域,具有高壓、高腐蝕、能見度低等複雜環境特點,需要多種學科結合。深海裝備技術爲深海科技發展基礎,聚焦於深海極端環境下的裝備製造與資源開發,佔據產業鏈頂端,與此前“戰略新興產業”的通用型海洋產業相比,更具門檻,並強調技術壁壘。 中集海洋工程業務深耕佈局深海油氣裝備業務,涉及深海科技的“深”包括:1)超深水裝備:自主設計建造的“藍鯨1號/2號”超深水雙鑽塔半潛式鑽井平臺,最大作業水深3658米、鑽井深度15240米,是全球作業水深、鑽井深度最深的半潛式鑽井平臺。同時,配置了高效的液壓雙鑽塔和全球領先的DP3閉環動力管理系統,可提升30%作業效率,節省10%燃料消耗,代表了當今世界海洋鑽井平臺設計建造的最高水平層級;2)深海油氣開發:在被譽爲船舶海工行業 “皇冠上的明珠” 的 FPSO/FLNG 產品領域,中集海工近年來成績斐然。2024 年攬獲 2 艘 FPSO 船體總包訂單以及 1 艘 FLNG 改裝總包訂單,彰顯了其在攻克海洋工程裝備中最爲複雜、造價高昂且附加值極高產品方面取得了實質性進展 。 2024 年前三季度,本集團海洋工程業務的營業收入同比增長 77.75%,營收和盈利改善都較爲明顯。截止第三季度末,公司海工板塊累計持有在手訂單價值 74 億美元。如果公司較高價格的訂單高質量如期交付,以及建造經驗的逐步豐富,預期未來盈利能力會得到進一步體現。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.