2025年初,尽管短期波动很大,但深水需求量很大,海底船只日速率创下记录,创下2025年初的纪录。 Subsea vessel dayrates hit records in early 2025 due to strong deepwater demand, despite short-term volatility.

海底船只市场在2025年初猛增,150吨和250吨AHC船只的日利率创历史新高,超过每天60 000美元和80 000美元,其驱动因素是对深海项目和承包商控制的船队的强劲需求。 The subsea vessel market surged in early 2025, with dayrates for 150- and 250-ton AHC vessels hitting record highs above $60,000 and $80,000 per day, driven by strong demand for deepwater projects and contractor-controlled fleets. 短期、以项目为基础的租约占主导地位,造成大幅度的利率波动。 Short-term, project-based charters dominate, causing significant rate volatility. 尽管日价近期有所下降,供应增加,但由于EPC订单量创纪录,尤其是巴西和西非,长期基本面依然稳健. Despite a recent softening in dayrates and increased supply—over 30 newbuilds ordered, mostly in China—long-term fundamentals remain robust due to record EPC orderbooks, especially in Brazil and West Africa. 南海7号和赛佩姆号计划合并组成赛佩姆7号船,预计2026年后期将合并,目的是提高效率和市场领导力。 A planned merger between Subsea 7 and Saipem to form Saipem7, expected by late 2026, aims to boost efficiency and market leadership. 主要船主报告有健康利润,预计2026年会有更高的红利。 Leading shipowners report healthy margins, with higher dividends anticipated in 2026.