Interpretation of the operation of the marine economy in the first half of 2024: Marine engineering equipment manufacturing industry accelerates recovery

The development trend of the marine industry is good, and the construction of a modern marine industry system is accelerating

The transformation and upgrading of traditional marine industries is steady Advance. In the context of the continued active global new shipbuilding market, my country's marine shipbuilding industry has exerted its competitive advantages and has strong growth momentum. A total of 14 of the world's 18 major ship types have received new orders, ranking first in the world. my country's ship type R&D and design capabilities have been continuously improved. In the first half of the year, it launched a variety of new green and environmentally friendly ship types such as methanol dual-fuel powered 64,500-ton bulk carriers and hydrogen-fuel powered reserved Aframax oil tankers, and has obtained principle approval from international classification societies. Approval certificates, these forward-looking ship types use methanol, ammonia and hydrogen as the main power, covering all ship types, laying a good foundation for my country's shipbuilding companies to receive orders in the future. Marine tourism has entered a new cycle of prosperity and development, with both supply and demand in the tourism market booming. In the first half of the year, marine passenger turnover and marine passenger traffic increased by 9.0% and 5.4% respectively year-on-year. With the intensive introduction of a series of policies to support the cruise economy, the cruise economy has accelerated its recovery. In the first half of the year, a total of 23 cruise ships operated 206 voyages, transporting nearly 500,000 cruise passengers.

　Marine emerging industries continue to grow. The offshore engineering equipment manufacturing industry has accelerated its recovery. In the first half of the year, Chinese shipbuilding companies received a number of super large orders, and the amount of new offshore engineering orders was three times that of the same period last year. Marine engineering equipment continues to make new breakthroughs in marine oil and gas, marine clean energy, marine fisheries, etc. The cylindrical floating production, storage and offloading device "Haikui No. 1" completed offshore installation, and the large-scale offshore wind power multi-functional operation and maintenance mother ship "Fenghua 23" was officially delivered. The world's first 18 MW offshore wind turbine independently developed by my country The hoisting was successful, and the deep sea cage equipment "Shenlan 2" was completed on land. The marine pharmaceutical and biological products industry has developed steadily, and the research and development of marine pharmaceuticals has been advanced in an orderly manner. A new product of krill oil, which has the dual functions of maintaining healthy blood lipid levels and enhancing immunity, was released, and a new immune and anti-tumor marine drug "BG136 for injection" was successfully released.The first phase of clinical trials was successfully completed, and LY102, a new anti-hepatitis B virus drug developed under the “Blue Drug Library” development plan, was approved for clinical approval.

The protection of marine resource elements continues to be strengthened to help high-quality development move forward steadily

The protection of marine resource elements Keep strengthening. In the first half of the year, the approved sea area nationwide increased by 16.9% year-on-year, and the investment amount involved in the project exceeded 500 billion yuan. In order to promote the conservation and intensive utilization of sea area resources and efficient and orderly allocation, coastal areas actively explore new methods of sea area management. Taizhou City, Zhejiang Province launched online trading of sea area use rights and completed the first transfer of sea area use rights relying on the Zhejiang Province Natural Resources Intelligent Transaction Service Platform; Beihai City, Guangxi has implemented a registration model of "hand over sea and instant certificate" for the transfer of sea area use rights through bidding, auction and listing, achieving the goal of obtaining sea area real estate certificates within 5 working days after the transaction is completed. In terms of sea use in the industry, in order to further optimize the management of sea use for aquaculture, Guangdong Province issued the "Guidelines for Sea Use Application for Modern Marine Ranch Projects in Guangdong Province", and Zhejiang Province issued the "Implementation Plan for Optimizing Sea Use Management for Breeding in Zhejiang Province."

The supply of marine energy, food and water resources is growing steadily. The situation of increased and stable offshore oil and gas production is good, and the supply of offshore wind power is stable and orderly. In the first half of the year, the Bohai Oilfield "Lvda 5-2" oil field secondary adjustment project and the Enping 21-4 oil field development project were put into production one after another. The cumulative crude oil production of the Suizhong 36-1 oil field, my country's largest offshore self-operated oil field, exceeded 100 million tons. , offshore crude oil and natural gas production increased by 5.6% and 10.5% respectively year-on-year, and offshore wind power generation increased by 26.4% year-on-year. The construction of "blue granary" continues to advance, and the supply of high-quality seafood has grown steadily. In the first half of the year, the world's first floating wind-fishing integration project "Guoneng Sharing" platform was put into operation. The deep-sea aquaculture equipment "Jinghai No. 7" and salmon land-based recirculating aquaculture successfully produced fish. my country's marine aquaculture output increased by more than 5% year-on-year. %. The large-scale utilization of seawater desalination is steadily advancing, helping to improve the diversified water supply system. The fourth production line of the first phase of the integrated seawater desalination and comprehensive utilization (300,000 tons demonstration) project in Tianjin Nangang Industrial Zone was successfully commissioned. The project already has the water supply conditions for a daily production of 120,000 tons of seawater and fresh water.

Enterprise development and expectations are improving, and technological innovation vitality is stimulated

Enterprise production and operation are stable and improving . In order to understand our country in the first half of the yearWe conducted online questionnaires and written surveys for some sea-related companies regarding their production and operation conditions, existing difficulties, and policy demands. The results of the questionnaire survey show that mainly due to the expansion of business scope, market demand and improvement of corporate technology level, 54.5% and 52.4% of corporate operating income and operating profits respectively achieved year-on-year growth in the first half of the year. Among them, the operating income and operating profits of emerging marine industries The proportion of companies that achieved year-on-year profit growth was 2.5 percentage points higher overall, and the new momentum of the marine economy accelerated.

　The vitality of corporate technological innovation continues to be stimulated. Questionnaire survey results show that 68.6% and 70.4% of companies respectively achieved year-on-year growth in R&D funding and number of personnel in the first half of the year. Among them, more than 80% of marine power industry companies achieved both growth in R&D funding and number of R&D personnel. Enterprises mainly improve their innovation capabilities by improving the construction and management of scientific and technological talent teams, increasing R&D investment, establishing reward mechanisms, and encouraging employees to actively innovate. However, they still face challenges such as talent shortages, insufficient funds, and technical difficulties.

　Business expectations are improving and policy demands are concentrated. The results of the questionnaire survey show that more than 70% of the companies expect their operating income to grow in the second half of the year, more than 90% of the companies expect the average number of employees to increase or remain stable in the second half of the year, and more than 80% of the companies maintain a neutral or optimistic attitude towards the market prospects and develop Companies expected to do well are mainly concentrated in the marine shipbuilding industry, marine power industry and marine engineering equipment manufacturing industry. Nearly 60% of enterprises hope that the government will introduce supporting policies such as tax exemptions, loan interest exemptions, and loan repayment deferrals.

In-depth integration of industry, academia and research, digital intelligence accelerates innovation

In-depth integration of industry, academia and research helps the marine industry to advance Quality development. Coastal areas are committed to creating innovative mechanisms aimed at industrialization and shaping a marine industrial ecology with marketization as the core. It has established the Zhejiang Marine Industry Science and Technology Innovation Research Center, Guangxi Marine Engineering Equipment Industry Innovation Center, Zhejiang Offshore Wind Power Industry Alliance, Qingdao Biomanufacturing Industry Alliance, Qingdao Blue Seed Industry Research Institute, and Guangdong Modern Marine Ranch Innovation Demonstration Base. A series of marine science and technology innovation platforms promote the construction of marine innovation capabilities, lead the construction of a modern marine industry system with technological innovation, accelerate the cultivation and development of new marine productivity, and help the development and expansion of emerging marine industries and the transformation and upgrading of traditional marine industries.

　Digital intelligence research accelerates the innovative development of the marine economy. Marine digital intelligence application scenarios are constantly enriched, empowering the development of new marine productivity. In the field of marine fisheries, tunaThe smart fishing forecast system - Haiying AI was released, and the large fishery model Fanli Model 1.0 was released; in the field of offshore oil and gas, the offshore intelligent drilling and production platform Huizhou 26-6 was installed, and the offshore oil and gas completion tool "Smart Factory" was completed and put into production. COSL's "Intelligent Monitoring System for Key Equipment of Offshore Drilling Platforms" was put into use; in the field of ocean ships, the ship digital management system software DMS 5.0 was officially launched, and the "Elephant Group" series of intelligent painting robots were officially "on duty"; in the field of ocean exploration, Beidou The water intelligent perception and early warning system was put into operation, the digital intelligent offshore survey and test platform "Zhongnan Institute 520" was delivered, and the intelligent software bionic fish "Wenyu" was launched.

The positive trend of maritime foreign trade has been further consolidated, and the construction of ports and routes has been continuously improved

Overall maritime foreign trade Continued recovery. Under the influence of a series of positive factors such as the rebound in foreign demand and the continued effectiveness of the "combination punch" of foreign trade policies, seaborne trade has shown strong resilience. The total seaborne import and export volume in the first half of the year increased by 2.1% year-on-year, higher than the 1.4% in the first quarter. percentage points, the trend of maritime trade is gradually improving. The export of some advantageous seafood-related products has grown rapidly, which has strongly supported the recovery of maritime foreign trade. Affected by factors such as the peak period of global ship replacement and the green and low-carbon transformation of ships, the export of ship products has increased significantly, with export value increasing by 91.1% year-on-year; the export scale of wind turbine generator sets and parts has continued to expand, with export value increasing by 32.3% year-on-year.

The pace of smart and green construction of coastal ports has accelerated. In the first half of the year, my country's ports added 7 large-scale automated terminals, and the number of automated terminals built or under construction continues to rank first in the world. Among them, Shanghai Port Luojing Port Area Container Terminal has completed the transformation of a new generation of automated container terminals, Zhoushan Shulang Lake Ore Transfer Terminal has completed the intelligent upgrading of the entire process equipment, and Fuzhou Port Jiangyin Port Area No. 8 and 9 berths have been transformed to achieve zero emissions, The fully electric terminal and the first phase of the steel and miscellaneous berth renovation project in the Bayuquan Port area of ​​Yingkou Port have passed the completion acceptance, and the three traditional berths of Tianjin Port have realized automated actual ship operations. Coastal ports such as Shanghai, Shenzhen, Ningbo and Zhoushan already have the capacity to refuel liquefied natural gas. Shanghai Port Yangshan Port Area completed green methanol refueling of international containers for the first time. International trunk line container ships and cruise ships have been using shore power on a regular basis when calling at ports, and the coverage rate of shore power facilities in coastal trunk line hub ports exceeds 90%.

　Maritime foreign trade route networkThe network continues to improve. The "Wuhan-Nansha Port-Southeast Asia" rail-sea intermodal transport line was opened, Quanzhou Port opened the first direct shipping route to Indonesia, and Xiamen Port's new destinations were Japan and East Malaysia's RCEP (Regional Comprehensive Economic Partnership) Relationship Agreement) route, the New Land-Sea Corridor "Australia-Zhanjiang-Zunyi" sea-rail intermodal transport line was opened, and the Nanchang, Jiangxi-Xiamen Port-Saudi Arabia multimodal transport channel was opened.

In the first half of the year, as the effects of national macro policies continued to be released and external demand picked up, the marine economy continued to develop rapidly. However, we must also note that the current external environment is complex, domestic effective demand is still insufficient, and the foundation for the recovery of the marine economy still needs to be consolidated. In the next stage, we must implement the spirit of the 20th National Congress of the Communist Party of China and the first, second and third plenary sessions of the 20th Central Committee of the Communist Party of China, completely, accurately and comprehensively implement the new development concept, adhere to the general tone of seeking progress while maintaining stability, develop new productive forces according to local conditions, and coordinate the advancement of The transformation and upgrading of traditional industries of the marine economy, the development and expansion of emerging industries, and the construction of future industrial layouts will focus on promoting the high-quality development of the marine economy and consolidating and enhancing the recovery of the marine economy.

Original title: Interpretation of the operation of the marine economy in the first half of 2024