The report of the 20th National Congress of the Communist Party of China takes "basically realizing a new type of industrialization" as one of the overall goals of my country's development by 2035, and proposes to "implement industrial foundation reconstruction projects and major technical equipment research projects, support the development of specialized and special new enterprises, and promote The high-end, intelligent and green development of the manufacturing industry". As an important part of major technical equipment, oil and gas equipment is the key support for the development of oil, natural gas and petrochemical industries, and makes an important contribution to China's ability to enhance the supply of strategic resources and ensure energy security.

In recent years, the world's energy transformation has continued to advance, the role of renewable energy has continued to increase, and the proportion of fossil energy in global energy consumption has declined. However, in the medium and long term, oil will still account for a large proportion of global energy consumption. One of the most important energy sources, the oil and gas equipment industry still has huge room for development.

The key to industrial upgrading lies in the core technology

A few days ago, the reporter learned from the 8th National Petroleum Equipment Industry Base Construction and Development Conference that in the first quarter of this year, the economy of the national petroleum and petrochemical equipment industry was steadily improving. There were 2389 enterprises above designated size, and total assets increased by 6.46 year-on-year. An increase of 3.36 percent, total profits increased by 18.9 percent year-on-year, and export deliveries increased by 31.61 percent year-on-year.

In recent years, my country's oil and gas equipment technology research and development has advanced by leaps and bounds, and a series of large-country heavy equipment have provided strong technical support for the development and utilization of unconventional and ultra-deep oil and gas resources. In terms of oil drilling and production equipment, a series of new products represented by ultra-deep well drilling rigs, large-depth workover rigs, rotary steering systems, etc. have been formed. The equipment for pressure operation has been fully localized, and the equipment for continuous pipe operation has basically met the production needs of domestic oil and gas fields. In terms of offshore oil and gas equipment, the "Offshore Oil 981" deepwater semi-submersible drilling platform, the "Blue Whale" 7500-ton full-swing crane, the latest semi-submersible drilling platform "dark blue Exploration", and the rotary steerable drilling system support offshore oil and gas development Continuously moving towards deep water and ultra-deep water, becoming an important energy growth pole in my country.

Although my country's major oil and gas equipment technology has made great progress, there are still some problems, such as insufficient technological innovation capabilities, low product quality and grade, incomplete industrial chain, and high environmental pressure, which may affect industry development and enterprise operations. Need to be effectively resolved. According to the Investment Analysis and Prospect Forecast Report of China's Oil and Gas Equipment Industry, there are four main constraints at present.

First, the core technology independent innovation ability is insufficient. Although the localization level of some high-end equipment has been improved, it still relies on imports in key technologies and core components, especially in the frontier fields such as deep-sea drilling and unconventional oil and gas development, and the technical bottleneck is still prominent. This not only restricts the integrity of the industrial chain, but also affects the position and voice of the industry in the global competition.

Second, the industrial structure is unreasonable, with overcapacity in low-end products and insufficient supply of high-end products. The phenomenon of repeated construction of some traditional low value-added product production lines is more serious, which leads to intensified market competition, and the supply of high-end equipment is insufficient, which is difficult to meet the growing domestic market demand.

Third, the pressure on environmental protection is increasing and the demand for green and low-carbon transformation is urgent. With the continuous improvement of national environmental protection requirements, the oil and gas equipment industry needs to accelerate the research and development and application of energy-saving and emission reduction technologies, promote the transformation and upgrading of old equipment, and reduce carbon emissions in the production process, in order to comply with the global energy system to clean energy transition trend.

Fourth, the construction of industry standardization lags behind. The uneven quality of products, the lack of unified and standardized technical standards and strict market supervision mechanism, to a certain extent, hinder the healthy development of the industry, and affect the trust and acceptance of international customers for China's oil and gas equipment.

At the same time, affected by frequent fluctuations in international oil prices, global oil and gas supply and demand are constantly changing, making the market demand of the oil and gas equipment industry more uncertain, which brings certain risks to enterprise investment and long-term development.

Green intelligent development is the trend of the times

In recent years, as the focus of oil and gas exploration and development has shifted to deep sea, deep and ultra-deep, the difficulty of development has continued to increase, and higher requirements have been put forward for oil and gas equipment. Accelerating the integration and application of digital intelligent technology in the field of oil and gas equipment provides a new scheme for oil and gas equipment to meet the complex surface exploration and exploitation. At the same time, based on the "double carbon" goal and the requirements of energy transformation, the green transformation of oil and gas equipment has also become an important direction of development. The "2023 China Oil and Gas Equipment Development Index Research Report" shows that the current development of the oil and gas equipment industry presents four major trends.

First, the application scenario drives the evolution of oil and gas equipment to deep-sea special wells. With the deepening of oil and gas exploitation, regular land oil and gas resources and shallow water oil and gas resources are becoming increasingly scarce, oil and gas exploitation is accelerating to deep water, deep sea, plateau, mountain, swamp and other scenarios. According to GLOBAL DATA data, from 2018 to 2025, more than 60% of the global offshore oil and gas investment is distributed in deep-water and ultra-deep-water areas. 75% of the world's top 50 super-large oil and gas development projects are deep-sea projects, and more than 70% of the water depth exceeds 1000 meters. The change of application scenario will inevitably make the working environment of oil and gas equipment more stringent, such as the increasingly complex and harsh platform use environment, the development of high temperature and high pressure complex formations, etc., the new characteristics of oil and gas equipment represented by offshore drilling equipment are accelerating the formation, oil and gas equipment deep sea special well application accelerated evolution.

Second, economic benefits drive the standardization of regular oil and gas equipment. After long-term development of my country's oil and gas equipment, from the initial from scratch to the current full market competition, the development of regular oil and gas equipment has been relatively mature, forming a series of regular oil and gas products, but it also faces complex market demand and product customization. Many new challenges. As enterprises pay more and more attention to product quality and technical level, the standardization and standardization of oil and gas equipment products continue to improve, which greatly promotes the large-scale production of oil and gas equipment. In the future, in the regular of oil and gas equipment products, the standardization process of products and related technologies will be further accelerated, and standardization will become the key to enhance the competitiveness of oil and gas equipment enterprises.

Three is the ecological concept to promote the transformation of oil and gas equipment to green. Countries around the world have issued relevant environmental protection policies around the development and utilization of marine resources, and gradually strengthened the emission restrictions on drilling fluids, toxic and harmful gases, and the requirements for environmental protection indicators such as energy consumption, vibration noise, and solid waste emissions in regular oil and gas extraction have become increasingly stringent. In the field of energy and equipment manufacturing, policy documents have been issued to guide the green development of the industry. In the future, the green pace of oil and gas equipment will be further accelerated. Complete sets of zero-discharge offshore drilling equipment, solid waste treatment devices, and seawater treatment systems will become the focus of attention. At the same time, the lightweight, low-noise, and energy-saving requirements of traditional regular oil and gas equipment will also be further improved. improve.

Fourth, digital technology to help oil and gas equipment to intelligent upgrade. Affected by the increasingly complex mining environment, intelligent or unmanned oil and gas equipment will become an inevitable trend. Specifically, intelligent drilling will be gradually promoted and applied on a large scale, and sensing technology will gradually mature to meet the requirements of downhole parameter detection and signal transmission under high temperature and high pressure, and provide basis for supporting technologies such as decision-making system research and field test. Remote driller technology will be gradually applied. In the future, with the further improvement of drill floor mechanization and system reliability, remote driller technology will be further applied to reduce the safety risk of driller in dangerous areas; online fault detection and diagnosis will achieve substantial application, with the in-depth application of sensor technology in drilling rigs and other systems, detection data acquisition will be more timely, the relevant data can be found in advance of equipment failure, eliminate hidden dangers, but also for the optimization and upgrading of equipment to accumulate raw data.

The future market still has a broad space

Continued growth in worldwide energy demand will provide an inexhaustible driving force for the development of the petroleum equipment industry, especially in developing countries where the industrialization process is accelerating and the demand for traditional energy sources such as oil and natural gas remains strong. Experts from CCID Consulting Intelligent Equipment Industry Research Center said that the exploitation of deep and complex oil and gas wells will drive the demand for oil and gas equipment to maintain a strong trend, and the core high-end equipment products have broad market space and development prospects. In the face of opportunities, oil and gas equipment enterprises should continuously improve their technological innovation capabilities and management levels to adapt to market changes and needs.

Accelerate technological innovation in oil and gas equipment. Technological innovation is the main driving force to promote the development of oil and gas equipment industry, and is the key to deal with oil price fluctuations and enhance industrial competitiveness. To promote technological innovation in oil and gas equipment, we should focus on speeding up the research and development of onshore regular oil and gas efficient exploration and development technology, research and develop onshore unconventional oil and gas exploration and development equipment such as deep shale gas, shale oil, coalbed methane and tight oil (gas), improve onshore oil and gas recovery, and vigorously promote the R & D and manufacturing of high-end offshore equipment such as high-temperature downhole shut-off valves, underwater oil trees and underwater trees and underwater robots.

Promote the intelligent upgrading of oil and gas equipment. The state attaches great importance to intelligent manufacturing, and the intelligent upgrading of oil and gas equipment is an important means to reduce costs and increase efficiency in the oil and gas industry and improve product quality. To promote the intelligent upgrading of oil and gas equipment, the key is to accelerate the improvement of the digital intelligence of oil and gas equipment manufacturing enterprises in design, manufacturing, management, installation, operation and maintenance, etc., and vigorously promote the integration and development of oil and gas equipment and cloud computing, big data, Internet of things, artificial intelligence, quantum computing, digital twin and other new technologies, so as to improve the perception ability and production efficiency, at the same time, we will speed up the digital and intelligent construction of oil and gas exploration infrastructure, intelligent platforms, data centers and demonstration projects, and cultivate new driving forces for industrial growth.

Promote the green transformation of oil and gas equipment. Under the background of "double carbon", the green transformation of oil and gas equipment is the only way to realize the high-quality development of petroleum and petrochemical industry. To promote the green transformation of oil and gas equipment, we should speed up the development of energy-saving products, the development of carbon reduction devices, and promote the integration of oil and gas exploration and development with new energy. For example, accelerate the research and development of energy-saving technologies and products such as energy-saving and low-consumption engines, lightweight materials, and energy-saving internal combustion engines, and promote the application of advanced processing technologies such as clean and efficient casting, forging, welding, surface treatment, and cutting; improve oil and gas equipment and geothermal energy, wind energy, Solar energy and other clean energy collaborative development mechanisms, increase oil and gas exploration and development and new energy integration development technology innovation efforts, and strong support the clean and low-carbon transformation.

Strengthen the oil and gas equipment enterprises to cultivate excellence. As the leader and promoter of industrial development, superior enterprises play an important role in promoting economic growth, enhancing industrial competitiveness and promoting technological innovation. We should select a number of leading enterprises in the core advantage position of the industrial chain, make good use of the existing policy channel resources, support enterprises to become stronger, better and bigger; cultivate oil and gas equipment single champion enterprises, specialized and new "little giant" enterprises, promote the accelerated development of enterprises with obvious characteristics and strong innovation ability; establish a gradient cultivation platform for high-quality small and medium-sized enterprises, strengthen the dynamic management of enterprise cultivation list, and strive to improve the quality and efficiency of cultivation; fully consider the weak position of small and medium-sized enterprises in obtaining trading opportunities, capital turnover, risk defense, etc., and optimize the industry environment.

Construction of oil and gas equipment industry clusters. Strengthening the construction of oil and gas equipment industry cluster area is an important starting point to promote the high-quality development of oil and gas equipment industry. Taking Jianhu County in Jiangsu Province as an example, as the only county-level petroleum and petrochemical equipment manufacturing base in the country, Jianhu County has formed a petroleum from upstream to terminal, well to underground, land to sea, production to service after years of development. The entire petrochemical equipment industry chain has cultivated more than 1100 enterprises, which has played a leading and exemplary role. Therefore, it is necessary to improve the oil and gas equipment industrial chain in industrial clusters, focus on strengthening the chain and supplementing the chain, achieve precise investment promotion, highlight the key points of cultivation, and form a trend of full division of labor, complete supporting facilities, mutual support, and integrated development; provide good infrastructure and supporting services, To meet the needs of enterprise production and operation, to provide all-round support and help for enterprises; to strengthen the collaborative innovation of industrial clusters, through the oil and gas equipment innovation research and development, manufacturing and service, trade and other aspects of building a collaborative platform, improve the oil and gas industry ecosystem.

Create oil and gas equipment brand business card. Brand is an important symbol of high-quality development, and speeding up the brand building of oil and gas equipment is a strong guarantee for the development and growth of the industry. The key to promoting the brand construction of oil and gas equipment should be from both sides of the region and enterprises, create a brand image with advanced technology and outstanding quality, and actively participate in international cooperation to enhance the international influence of the brand. At the same time, it is necessary to strengthen the protection of intellectual property rights of brands, carry out legal protection of intellectual property rights through registered trademarks and patent applications, and establish relevant infringement monitoring channels to protect brand rights.

Development History of Oil and Gas Equipment Industry in China

● Initial stage of exploration

1949-1978

After the founding of New China, with the process of industrial construction and oil and gas field exploration and development, from the introduction of oil and gas equipment in the early stage to independent research, design and manufacturing on this basis, my country has established and developed the oil and gas equipment industry from scratch. In the early 1970 s, self-produced oil and gas equipment was widely used in the development of oil fields across the country, laying a solid foundation for future industrial development.

● Introduction and absorption phase

1979-2000

After the reform and opening up, with the increase in the development of oil and gas resources, as well as the introduction of technology, digestion, absorption and re-innovation, my country's oil and gas equipment industry has entered the initial stage of development, and a group of local equipment manufacturing companies have risen, and a relatively complete oil and gas equipment research and development and design have been initially formed., Test, production, inspection system.

● Scale-up phase

2001-2015

Entering the 21st century, my country's economy is growing rapidly. Driven by strong market demand, the scale of the oil and gas equipment industry has also entered a period of rapid growth. On the one hand, the continuous optimization of production technology in large oil fields, the gradual acceleration of offshore oil and gas field development, and the rapid growth of natural gas production have stimulated the continuous increase in the demand for oil and gas equipment procurement; on the other hand, relying on the advantage of low cost at the same technical level, my country's oil and gas equipment products The rapid entry into the international market has opened up new market space.

● High quality development stage

2016 so far

In recent years, China's oil and gas equipment industry has experienced the dual challenges of market demand fluctuations and industrial structure adjustment, but it has also accelerated the pace of technological innovation and green and low-carbon transformation in the face of adversity. Especially with the advancement of the "Belt and Road" initiative and the strategic adjustment of the energy structure, the industry has shown a new trend of steady growth, transformation and upgrading, including the R & D and manufacturing capabilities of high-end equipment such as smart oilfields, deep-sea exploration, and unconventional oil and gas development. At present, high-end, intelligent, green and service-oriented have become the main theme of the high-quality development of China's oil and gas equipment industry.