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

In the first quarter, my country’s total marine product value was 2.3 trillion yuan, a year-on-year increase of 5.1%, a high It accounted for 0.6 percentage points of the national economic growth rate and accounted for 8.2% of the GDP. The ability to ensure the supply of marine resources continues to improve. In the first quarter, 9 projects were submitted to the State Council for approval to use the sea, with an approved sea area of ​​about 166,000 acres and an investment of about 88 billion yuan. Marine fishery production has grown steadily, and the construction of "blue granary" continues to advance. In the first quarter, 16 new national-level marine ranch demonstration zones were added, covering a total sea area of ​​more than 113,000 acres. Domestic marine aquatic product production increased by 4.4% year-on-year, of which mariculture production increased by 4.9% year-on-year. Offshore oil and gas production has grown steadily, ensuring a safe and stable supply of energy. Offshore crude oil and natural gas production increased by 3.8% and 6.5% respectively year-on-year. The Uzbekistan oil field development project has officially entered the construction stage, and new progress has been made in the construction of the Bozhong 19-6 condensate gas field of the 100-billion-square-meter gas field in the Bohai Bay.

2. Market expectations are improving and labor demand is increasing

The questionnaire survey shows that the production and operation of sea-related enterprises are stable. Expectations are good. Driven by factors such as an increase in domestic orders and sales of high value-added products, nearly 60% of companies achieved year-on-year growth in operating income and profits; more than 80% of companies had an increase in the number of employees or remained unchanged compared with the end of the previous year, and nearly 20% of companies increased their headcount. ; Most companies are optimistic about their operating expectations for the second quarter. 75.8% of companies expect operating income to increase in the second quarter. Over 90% of companies believe that labor demand will increase or remain unchanged in the second quarter. From the perspective of the capital market, the Blue 100 stock index showed a trend of rising first and then adjusting. As of the end of March, the index rose 8.8% from the end of the previous year, and the yield rate was 4.1 percentage points higher than the Shanghai and Shenzhen 300 Index.

3. Emerging marine industries are developing well, and large-scale project equipment has been steadily implemented

In the first quarter, emerging marine industries showed rapid growth. The offshore wind power market continues to expand. The new grid-connected capacity and power generation of offshore wind power increased by 40.7% and 32.4% respectively year-on-year. With the large-scale development of the offshore wind power industry, the process of large-scale and lightweight units is accelerating. Scale effects and reduction of parts consumption have brought downward space for unit costs. In the first quarter, the average price of offshore wind turbines fell by 16.1% year-on-year. Coastal areas have stepped up efforts to approve offshore wind power projects. The total scale of projects under construction and newly started is about 18 million kilowatts, double the same period last year. Marine engineering equipment is constantly being iteratively upgraded. The semi-submersible deep-sea intelligent breeding tourism platform "Pusheng Ocean Ranch No. 3" was delivered and put into use.The wind power platform "CNOOC Guanlan" was transported to the operation area. The development of deep-sea aquaculture and offshore wind power industries has driven continued strong demand for offshore engineering equipment. Offshore engineering delivery is in good condition, with the amount of delivery orders 4.2 times that of the same period last year. The seawater desalination project is progressing steadily. Tangshan Seaport’s 50,000 tons/day seawater desalination project officially provides water to users. my country's seawater desalination technology has officially entered the North African market, and Hangzhou Water Treatment Center successfully signed a contract with Algeria for a 300,000 tons/day seawater desalination project.

4. Traditional marine industries developed steadily, and marine tourism recovered significantly

In the first quarter, traditional marine industries developed steadily, supporting the steady recovery of the marine economy. The marine tourism market has recovered significantly, stimulating consumption vitality. The recovery growth of ocean passenger traffic was obvious, with a year-on-year increase of 87.8%, compared with a decrease of 30.4% in the fourth quarter of last year. During the Spring Festival holiday, the number of tourists received in coastal areas such as Jiangsu, Shandong, and Zhejiang all increased by more than 20% year-on-year. In the first quarter, Jiangsu and Fujian received a total of 180 million and 110 million tourists respectively, and achieved tourism revenue of 240 billion yuan and 132.3 billion yuan, a year-on-year increase of 54% and 42.9% respectively. The development trend of the marine shipbuilding industry is good, and new orders have increased significantly. The new round of old ship elimination cycle continues to release dividends. The number of new sea-going ship orders nationwide increased by 66.9% year-on-year, and the international market share exceeded 60%. The orders include 10 large container ships with more than 10,000 boxes. In addition, my country has also taken over 24 car transport ships around the world. Ship orders. The marine engineering and construction industry has developed steadily, and coastal port and maritime transportation projects have been advanced in an orderly manner. The fixed asset investment in coastal ports was 18.1 billion yuan, an increase of 13.5% over the previous year. The Hainan Yangpu regional international container hub port expansion project and the Guangzhou Port grain general terminal off-port grain transportation system project have officially started construction, and the cross-sea high-speed rail-Fuzhou-Xiamen high-speed rail has entered the static acceptance stage.

5. Scientific and technological innovation continues to increase, and new momentum continues to accumulate

Continuously improve marine scientific research and technical service capabilities. The independently developed new generation of GNSS ocean surface drifting buoys provides an opportunity to significantly improve ocean observation and monitoring capabilities. The intelligent unmanned system scientific research mother ship "Zhuhai Cloud" was officially delivered for use. The real-time underwater acoustic monitoring system for marine mammals is continuously operating and showing initial results. my country's offshore wind turbines entered the Japanese market for the first time and successfully delivered three 3-MW wind turbines. The marine industry is accelerating its transformation towards digitalization, intelligence and greening. A new generation of independently designed and developed high-performance 24,188 TEU container ships and LNG high-pressure dual-fuel green ships have been delivered one after another. The information-based and intelligent fiberglass ocean-going tuna longline boat was delivered for use. The intelligent digital floating production and storage vessel (FPSO) "Haiyang Shiyou 123" was successfullyLee out of dock. Four intelligent unmanned platforms in Bohai Kenli 6-1 Oilfield were successfully put into operation. Tianjin Port Group has built the world's first fully IoT container terminal.

6. Maritime trade develops steadily, and port efficiency continues to improve

Maritime trade develops steadily. Faced with the challenge of weakening external demand, my country's foreign trade import and export showed strong resilience in the first quarter, with a steady and positive start. The total volume of seaborne import and export increased by 6.5% year-on-year. Coastal port production has grown steadily and operating efficiency has continued to improve. The container throughput and foreign trade cargo throughput of coastal ports increased by 2.8% and 7.3% year-on-year respectively. The production efficiency of Tianjin Port has broken operating records eight times, and the port throughput has reached a record high in the first quarter; the container trade volume of Dalian Port has increased by 20% year-on-year, and many freighters have continuously refreshed customs clearance records; the container ship loading and unloading efficiency of Beibu Gulf Port has increased by 14% year-on-year. %, and the waiting time for container ships to berth dropped by 44% year-on-year. External routes continue to expand and the maritime trade network is improved. Dalian Port officially launched the South American cherry "express line", a new rail-water intermodal cargo transportation channel "Baoding-Qinhuangdao-Incheon" was opened, and the "Dongguan Port-Turkey Port of Liklis" ocean line was opened.

In the first quarter, with the rapid and stable transition of epidemic prevention and control, production and living order gradually restored, my country's marine economy showed a recovery trend, but it should also be noted that the external environment is still complex and severe , domestic demand still needs to be boosted, and the stable development of the marine economy is under pressure. As the effects of macro-policies in the marine field further emerge, the pace of transformation and upgrading of the marine industry accelerates, and the integration of the marine real economy and the digital economy accelerates, the positive momentum of the marine economy in the second quarter is expected to further continue, achieving effective improvement in quality and reasonable growth in quantity.