The future has come, and the shipbuilding industry has entered a new round of rapid development

Second, new equipment systems such as Marine renewable energy bases and Marine carbon neutral infrastructure are gradually approaching.

The further development of the offshore wind power industry will give birth to offshore energy storage platforms, offshore liquid ammonia production lines, shuttle hydrogen carriers, shuttle ammonia carriers, and various types of engineering vessels and auxiliary vessels for platform construction and operation.

The construction of offshore renewable energy storage and transportation facilities will also further stimulate the development of more Marine renewable energy. In the past, offshore photovoltaic islands, tidal energy generation, salt difference energy generation, wave energy generation, etc., which have only stayed in the concept or experimental stage, will gradually have the feasibility of commercialization and industrialization with the help of offshore renewable energy storage and transportation facilities, and bring more equipment needs.

On the other hand, the realization of carbon neutrality is inseparable from large-scale carbon capture and storage, and the huge ocean area and the high-pressure characteristics of the seabed make it an important carbon storage site. As the carbon trading market continues to mature, capital's pursuit of carbon sink value will lead it to invest in large-scale carbon dioxide Marine storage projects, and the demand for equipment such as large operating platforms, underwater facilities and carbon dioxide transport vessels is worth looking forward to.

Third, offshore oil and gas development equipment will still occupy a large market scale.

Human dependence on fossil energy is not only electricity and fuel, industrial products with fossil resources as the initial raw materials have penetrated into every corner of our lives, and it is not a ban can be done. Coupled with clean technologies and large-scale carbon capture, fossil fuels will continue to play an important role in economic development. Offshore oil and gas development equipment has long been the main force of offshore engineering equipment, and will still be an important market that cannot be ignored in the shipbuilding industry in the future.

In recent years, the overall investment in offshore oil and gas development is at a low level, but there are still some large-scale offshore oil and gas field development projects put into operation. In particular, the FPSO, FLNG, FSRU and other equipment markets remain active, and the turnover in the first half of 2021 has been close to $5 billion. At present, with the gradual recovery of economic activities in various countries, international crude oil prices have risen significantly, creating conditions for the restart of many offshore oil and gas development projects.

No matter what kind of Marine resources are developed, no matter how the ocean is used, as long as Marine development is involved, it is inseparable from the support of Marine engineering equipment. Now it is Marine oil and gas resources and Marine renewable energy, and there may be more Marine production and living infrastructure in the future, requiring more Marine engineering equipment. The strategic position of the Marine engineering equipment manufacturing industry has not changed and will not change.

Fourth, China's shipbuilding industry to establish ambition and climb the peak

The start of a new round of market cycle is conducive to China's shipbuilding industry to "stabilize the basic plate", to solve the deep-seated problems of industrial development, to win time and favorable conditions, and to create market space for planning long-term strategic goals.

The change of product technology has opened up a new track for China's shipbuilding industry in the field of ship supporting equipment, which can bypass the long-term passive situation in the field of traditional Marine supporting equipment to a certain extent.

The development of intelligent manufacturing technology is likely to weaken the important position of labor in the factors of production, breaking the "curse of industrial transfer" caused by labor shortage and rising costs.