Interpretation of the operation of the marine economy in the first half of 2023

The marine economy is improving obviously, and the construction of a modern marine industry system is accelerating

According to preliminary calculations, the total marine production in the first half of the year The value was 4.7 trillion yuan, a year-on-year increase of 6.0%, and the growth rate was 0.9 percentage points higher than the first quarter. Among them, major marine industries such as the marine shipbuilding industry and marine tourism are experiencing good growth. With the release of dividends from the elimination of old ships and the introduction of international mandatory emission reduction policies, the demand for new ships in the marine shipbuilding industry has significantly expanded, and the operating benefits of shipbuilding companies have continued to improve. The number of new seagoing ship orders nationwide increased by 38.1% year-on-year, accounting for 67.2% of the international market share in terms of revised gross tonnage; my country's shipbuilding main business has changed from long-term losses for many years, with profit margins exceeding 4.0%, and the shipbuilding industry is in a new stage growth cycle. With the economy and society fully returning to normal operations and various policies and measures to expand domestic demand come into effect, the marine tourism industry has obvious recovery momentum, and the number of tourists has rebounded significantly. In the first half of the year, ocean passenger traffic increased by 130.5% year-on-year and has recovered to 101.0% of the same period in 2019. During the May Day and Dragon Boat Festival holidays, the number of tourists and tourism revenue received by coastal areas such as Guangdong and Jiangsu significantly exceeded the levels of the same period in 2019.

The integrated development of the marine industry has achieved remarkable results, and the digital and green transformation has accelerated. New progress has been made in the integrated development of "offshore wind power +". For the first time, a floating wind power platform in the far-reaching sea has been directly supplied to offshore oil and gas field groups. "Offshore wind power + marine ranching/seawater hydrogen production" integration demonstrations such as Qingzhou in Guangdong, Xinghua Bay in Fujian, and Changyi in Shandong have been launched. The project is progressing steadily. The development of offshore oil and gas, deep-sea aquaculture, and offshore wind power industries has driven continued strong demand for offshore engineering equipment. The amount of offshore engineering delivery orders has reached the highest level in the same period in the past five years, an increase of 116.7% over the same period last year. The world's first M350 offshore floating production, storage and unloading ship and the second phase of the "Genghai No. 1" marine ranch complex have been delivered. The marine industry is accelerating its transformation to digitalization and greening. Tianjin Port has built a digital stockyard platform to improve the intelligence level of the coal sampling system; Rizhao Port has officially launched a "one-stop full life cycle service" smart equipment management platform implemented using new technologies such as "5G + Internet of Things" to enhance smart green Port efficiency; the intelligent digital floating production and oil storage vessel "Haiyang Shiyou 123" was officially delivered, laying the foundation for intelligent oil and gas production operations.

Strengthening marine resource guarantee capabilities and safeguarding high-quality macroeconomic development

The guarantee of marine resource elements continues to advance. Continue to provide maritime resources. The Ministry of Natural Resources issued the "Notice on Further Improving the Guarantee of Land and Sea Elements" to further simplify the demonstration requirements for sea area use of implemented projects and optimize the sea area use approval procedures. In the first half of the year, the sea area approved for projects across the country was 1.271 million acres, a year-on-year increase of 24.6%, supporting the continued improvement of the marine economy. Continue to promote marine ecological protection and restoration work. In the first half of the year, the central government supported the implementation of 16 new marine ecological protection and restoration projects in coastal cities, and has allocated 3.3 billion yuan in central government awards and subsidies.

The supply capacity of marine resources has been steadily improved. Continue to improve marine energy supply capabilities. Offshore oil and gas reserves and production continued to increase. Offshore crude oil and natural gas production increased by 5.1% and 7.2% respectively year-on-year. The first phase of the Luda 5-2 North Oilfield, a large-scale offshore extra-super heavy oil field, was fully put into production. The Bohai Bay 100-billion-square-meter gas field Key progress has been made in the construction of Zhong 19-6 condensate gas field. Offshore wind power has developed in an orderly manner, with new grid-connected capacity and power generation increasing by 25.5% and 22.7% respectively year-on-year. Continue to promote the construction of "blue granary". Domestic marine aquatic product production increased by 4.6% year-on-year, of which marine aquaculture production increased by 5.1% year-on-year. The annual output of deep-sea aquaculture accounts for more than 20% of the marine fish aquaculture output. Continue to share and utilize marine information resources. The National Marine Science Data Center provided data download, collection and subscription services 1.37 million times in the first half of the year, with a download volume of approximately 123TB.

The production of sea-related enterprises is generally stable, and market expectations are improving

With the introduction of various policies such as expanding domestic demand and promoting consumption, Driven by these favorable factors, the production and operation of maritime-related enterprises remained stable. The questionnaire survey showed that 53.8% and 52.0% of the surveyed companies achieved year-on-year growth in operating income and profits in the first half of the year respectively. Among them, the second quarter continued the stable development trend of the first quarter. The number of employees in more than 80% of enterprises has increased or remained unchanged compared with the end of the previous year, and more than 20% of enterprises have increased their employees, providing support for stabilizing employment.

Most companies have positive expectations for development in the second half of the year. More than 70% of companies expect operating income to increase in the second half of the year, and nearly 90% of companies believe that labor demand will increase or remain unchanged in the second half of the year. Among them, emerging industries such as the marine pharmaceutical and biological products industry, marine engineering equipment manufacturing industry, and marine tourism companies are expected to be more optimistic. From the perspective of the capital market, the Blue 100 stock index showed a trend of rebounding first and then adjusting. As of the end of June, the index return rate increased by 9.0% compared with the end of the previous year. During the same period, the CSI 300 index fell belowdown 0.8%. Among them, the marine shipbuilding industry, marine information service industry and other sectors performed well.

Scientific and technological innovation capabilities continue to improve, and key core technologies continue to make breakthroughs

The construction of marine science and technology innovation platforms continues to advance. "Ocean Decade" International Cooperation Center, Bohai Ecological Early Warning and Protection and Restoration Key Laboratory, Jiangsu Provincial Marine Information Technology and Equipment Innovation Center, Guangdong Provincial Engineering Research Center for High-Value Utilization and Equipment Development of Marine Biological Resources, Hainan Provincial Deep Sea Energy Key engineering laboratories were inaugurated to help enhance marine independent innovation capabilities.

A number of key marine core technologies have achieved breakthroughs. The offshore wind power in-situ direct electrolysis hydrogen production technology without desalination was successfully tested at sea. The semi-submersible offshore floating photovoltaic power generation platform with independent intellectual property rights was delivered and operated stably. my country's independent research and development of a new marine drug "BG136 for injection" was officially launched. Clinical trials, the ocean forecast chip "Mazu Wave" has been put into commercial application, the deep-sea multi-functional mobile operating system, and the dual-purpose underwater cable-controlled submersible for scientific research and offshore engineering have completed 4,500-meter-level and 6,000-meter-level sea trials respectively. Independently developed The first 2,500-meter ultra-deep water piling hammer was successfully tested at sea, the digital twin intelligent scientific research test vessel "Dolphin 1" made its maiden voyage, the 20-MW semi-direct drive permanent magnet wind turbine rolled off the production line, and the submarine seismic exploration node acquisition equipment production line was put into production. The seawater desalination project is progressing steadily. The 50,000 tons/day seawater desalination projects in Tangshan Seaport and 5,000 tons/day in Zhoushan Shengsi have officially supplied water. A number of domestic companies have successively won bids for multiple seawater desalination projects in Saudi Arabia, Algeria and other countries.

Maritime trade boosts the construction of the “One Belt, One Road” and opening up continues to deepen

Maritime transportation develops steadily and opening up to the outside world Continue to deepen. Against the backdrop of significant contraction in external demand, the total volume of seaborne imports and exports in the first half of the year increased by 1.0% year-on-year, demonstrating strong resilience. The "21st Century Maritime Silk Road" trade routes continue to expand, Xiamen Port has added a new "One Belt, One Road" direct route to the Middle East, Tianjin Port has opened a new direct route to Europe for containers, and Hebei Port Group's first international container route to Southeast Asia has been put into operation. At the same time, domestic trade routes continue to be enriched, and the Zhuhai Gaolan-Shenzhen Yantian combined port was officially opened, helping to realize mutual recognition of resources among ports in the Greater Bay Area; "Ningde-Fuzhou Jiangyin-Taiwan" and "Yingkou"—Haikou" and many other domestic trade routes were officially opened.

Coastal port production is generally improving. In the first half of the year, ocean freight volume was 2.20 billion tons, a year-on-year increase of 9.8%. The operating efficiency of coastal ports has steadily improved. From January to June, the average number of ships at berth and the number of days at port in nine major coastal ports including Shanghai Port and Ningbo Zhoushan Port decreased by 19.5% and 14.6% year-on-year respectively. Among them, the average number of ships at berth at Guangzhou Port was 0.62 days and 0.92 days. , ranked first and second among major ports in the world in terms of port stops, and the port loading and unloading efficiency and comprehensive efficiency lead the world.

With the economic and social recovery in the first half of the year, The implementation of national macroeconomic policies has been effective. my country's marine economy has maintained a rapid recovery trend, development potential has continued to gather, and the quality of development has steadily improved. However, it must also be noted that the international environment is complex and severe, the world economic recovery is weak, domestic economic development is under pressure, and the marine economy The foundation for continued recovery is still not solid. With the expected recovery and increased confidence in the marine sector, the transformation and upgrading of the marine industry is progressing steadily, and new driving forces continue to grow. The marine economy is expected to continue to maintain a good development momentum in the second half of the year.