據(jù)世界天然氣2月25日消息稱，在2022年1月下旬發(fā)布盈利預(yù)警后，意大利海上承包商Saipem公布了其修訂后的2022年至2025年戰(zhàn)略計(jì)劃的細(xì)節(jié)，包括削減成本，加大對海上建設(shè)和鉆井的關(guān)注，在項(xiàng)目上更有選擇性，以及在未來兩年對低風(fēng)險(xiǎn)海上風(fēng)能業(yè)務(wù)的重新定位。

然而，該計(jì)劃尚未得到董事會(huì)的批準(zhǔn)，預(yù)計(jì)將于3月中旬通過。

這一切都始于1月下旬，當(dāng)時(shí)Saipem對其22個(gè)項(xiàng)目的合同積壓進(jìn)行了戰(zhàn)略審查，取消了從2021年10月開始的展望。因此，Saipem 2021年的財(cái)務(wù)報(bào)表預(yù)計(jì)將顯示該公司三分之一以上的股本出現(xiàn)虧損。

Saipem 將這一減少歸咎于陸上 E&C 項(xiàng)目，其中材料和物流成本的增加只能部分收回，并將其歸因于最近海上風(fēng)電項(xiàng)目的進(jìn)一步困難，關(guān)鍵供應(yīng)延遲的影響與執(zhí)行時(shí)間和成本的修訂估計(jì)相結(jié)合。

此后不到一周，Saipem批準(zhǔn)了公司新的組織架構(gòu)，旨在加強(qiáng)公司項(xiàng)目的執(zhí)行能力，并努力完成正在進(jìn)行的戰(zhàn)略評估。

曹海斌 摘譯自 世界天然氣

原文如下：

Saipem to focus on core oil & gas and low-risk offshore wind projects

Following a profit warning in late January 2022, the Italian offshore contractor, Saipem, has revealed details about its revised strategic plan for the period between 2022 and 2025, which includes cutting costs, increasing focus on offshore E&C and drilling, being more selective in projects, and repositioning on low-risk offshore wind business in the next two years.

The plan, however, is yet to be approved by its board of directors, expected in mid-March.

It all started in late January when, following a strategic review of its contract backlog covering a total of 22 projects, Saipem withdrew its outlook from October 2021. As a result, Saipem’s financial statements in 2021 are expected to show a loss for more than one-third of the company’s equity.

Saipem blamed this reduction on onshore E&C projects for which the increase in costs for materials and logistics was only partially recoverable and attributed it to the recent further difficulties in offshore wind projects, for which impacts from delays in critical supplies were combined with revised estimates of execution times and costs.

Less than a week after that, Saipem approved the new organizational structure of the company, designed to reinforce the execution capabilities for the company projects, and worked to complete the ongoing strategic review.