太平洋造船集团

HugeEnergySupplyGaptobeFilled能源供给缺口严重Source:IEADnBNOROffshore–OilProductionWorldWide全球海工-石油生产陆地浅海深海石油生产增长大部分在深海MarketContinuouslytobeFavorable市场将持续乐观海工开采和生产投资深海海工船需求浅海海工船需求0100022231214515610207123252302810101216211130435563111179169150580100200300400500600196919697071727374757677787980818283848586878889909192939495969798992000010203040506070809101112ChinaDeliveryofOSVWorldwideDeliveryofOSVOSVinChina中国OSV发展Source:ClarksonandSinopacific,Aug.2012.■ChinahassignificantlydevelopedOSVmarketinlast10years!中国过去10年在OSV领域去的了突飞猛进的发展DeliverybyYear按年完工Sinopacific79,54%YuexinS.B.,22,15%FujianMawei,20,13%JiangsuZhenjiang,13,9%FujianSoutheast,13,9%Sinopacific120FujianSoutheast,107PanyuLingshanS.Y.,73YuexinS.B.,53GuangzhouHangtong,47JingjiangNanyang,36WuxiShipyard,35FujianMawei,34JiangsuZhenjiang,34WuchangS.B.,34GuangxiGuijiang,23China’sOSVBuilders(Delivery20vessels)China’sTop5OSVBuilders(Orderbook10vessels,61%oftotalChineseyardsOSVorderbook))Source:ClarksonandSinopacific,Aug.2012.■MorethanhalfhundredChineseyardseverhadtheOSVexperiencemoreorless,butthetopfivehavetaken61%ofOSVordersnowadays.中国过半百家船企有OSV建造经验，但目前前五家订单占中国的61%OSVinChina中国OSV发展Sinopacific:11.7%inChina’sOSVdelivery，占中国OSV交船量11.7%Sinopacific:32.4%inChina’sOSVorderbook占中国船厂OSV订单32.4%20414115461161196243.5%35.3%34.5%24.2%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%50.0%0204060801001201403000DWT3000-4000DWT4000-5000DWT5000DWTChinaWorldwideChinaas%ofworld■MostChineseShipyardshavebeenbuildingmiddleandsmallsizeproducts,andfewyardshavetheexperiencesonhigh-specproducts多数中国船企涉略的还仅限于中低端OSV产品AHTSPSV701615102267668.6%61.5%19.7%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%0204060801001207000HP7000-10000HP10000HPChinaWorldwideChinaas%ofworldSource:ClarksonandSinopacific,Aug.2012.OSVinChina中国OSV发展–Higher–specproducts更高技术产品–Selfdesign自主设计–Scale规模效应–Projectmgt大项目管理–Ordersconcentrated订单相对聚焦–Chinese3“Majors”–“deepwater”strategy中国石油三巨头“深海战略”Middleandsmallsizeproducts中低端Out-sourceengineering外来设计KeyEquipmentPackagesuppliedbyowners设备采购包Mainly“Speculative”behavior投机性市场行为Lackofoffshoreculture,e.g.HSEandPM海工文化，如HES和项目管理ChineseOSVBottleneckandNewTrend瓶颈与趋势BottleneckNewtrendSinopacificOSVDevelopment太平洋OSV发展历程2007GPA670*41958Jiangyang1969ZhejiangState-ownedCompanies2012SDAest.inSH在上海成立SDA20042003Dayang&Zhejiang2Yards收购/重组Education技校ZhejiangSinopacificGuidoPerla&AssociatesInc.GPA670*41stContract100thOSVdeliverySeatankersPX105*12Selfdesign:SPP45&5020112006UlsteinP105PSVCWA/AHTS70/8020082009$7bnBanksyndicates2010FinancialInnovationSX130*2SPA80SPP35SPU1000SPP17SinopacificBusinessConcept经营理念FastTechnologyTransformationAgileManufacturing敏捷制造FORSIMPLEBUTPERFECTPRODUCTSFORNICHEMARKETPRODUCTSConstructionbyDifferentSynergies❹YardA90/1070/3030/705/95Japan&KoreaYardBYardDYardCIntellectualizationStandardizationEurope/USASinga-poreBasic/Detaildesign❷(incl.Keyequipmentpackage)TransformationSelfdemandMarketDemandCCStrategicDemandin2years≥3yearsProjectMgt%/Manufacture%≥5yearsMarketlanguageConcept/Proposaldesign❶Work-shoplanguageWorkshopdesign❸OtherAsianCountries-----------------------------------Targetproductscope------------------------------------60%High15%Low40%MiddleLevel(mediumsizewithlimitedcomplexity)45%20/80●Liberty(76vsls)●SPA80(20vsls)●SPP17(15vsls)●SPP35(20vsls)…SinopacificOSVTargetMarketOSV目标市场■PhaseI(before2007):gainedexperiencesinscaleat20/80strategy■PhaseII(2008～):upgradeproductleveltohigh-specanddiversifycustomersIMR（2types）SX130GPA696PSV(8types)GPA654GPA670P105PX105(3)SPP17★SPP35★★Deadweight1656tDeadweight3100tDeadweight4850tDeadweight4450tDeadweight1700tDeadweight3700tunderconstructionAHTS(4types）GPA254AHTS80AHTS70SPA80BollardPull80tBollardPull80tBollardPull70tBollardPull80tLengthOverall98.6mLengthOverall100.2mGlobalProtoProductsPX105PSVSX130IMRGPA696IMRSX130IMRAsia’s“MostSophisticatedVessel”,DeliveredOct18th，2011SinopacificProductsRange产品范围◆Productsrangebydelivery按交船(120deliveredasofendAug.2012)Shanghai上海•Strategicplanninganddecision战略规划与决策•R&D研发•Marketingandsale营销•Procurement采购Shanghai(HQ):WindowtotheWorld总部效应•Marketing市场•Design&keyequipmentcoordination设计及主要设备的协同NorwaySinopacificNorwayislocatedinÅlesundNorwayProjectManagement:SinopacificNorway挪威公司设立SinopacificOffshore2011ConferenceinÅlesundNorwayISO9001ISO14001OHSAS18001SinopacificQHSECertificationsQHSE资质CorporateEnvironment企业环境TeamBuildings团队建设■601engineers15typesofselfdesignproductsSinopacificEngineering研发设计SDAMCZhejiangDayangGSGuidoPerla&AssociatesInc.PartnersCWAUS$7bnBankSyndicatesSinopacificFinancialInnovation金融创新■OMAHAProject■OALProjectinfinancialleasing■……FinancialServicesSinopacificProducts典型产品GPA654PSVAHTS70AHTS80GPA670PSVSX130(IMR)GPA696(IMR)PX105(PSV)P105(PSV)U10528(PSV)U10589(PSV)GPA254AHTSUT771(PSV)SinopacificOSVProductsMatrix产品矩阵in-housedesign自有设计out-sourcedesign外部设计Delivered已交付Underconstruction在建中Newproducts已开发Underdevelopment开发中Complexity产品复杂度High高Low低Size产品规格SmallISmallIIMediumLargeSuperLargeSPP35LPSVSPP17PSVSPA80AHTSSPP65MPSVSPP50PSVSPP45PSVSPP20PSVSPP35PSVSPP30PSVTypicalproducts:UlsteinSX130IMR•98.6mx19mx8mdimens