据世界天然气2月25日消息称，在2022年1月下旬发布盈利预警后，意大利海上承包商Saipem公布了其修订后的2022年至2025年战略计划的细节，包括削减成本，加大对海上建设和钻井的关注，在项目上更有选择性，以及在未来两年对低风险海上风能业务的重新定位。
然而，该计划尚未得到董事会的批准，预计将于3月中旬通过。
这一切都始于1月下旬，当时Saipem对其22个项目的合同积压进行了战略审查，取消了从2021年10月开始的展望。因此，Saipem 2021年的财务报表预计将显示该公司三分之一以上的股本出现亏损。
Saipem 将这一减少归咎于陆上 E&C 项目，其中材料和物流成本的增加只能部分收回，并将其归因于最近海上风电项目的进一步困难，关键供应延迟的影响与执行时间和成本的修订估计相结合。
此后不到一周，Saipem批准了公司新的组织架构，旨在加强公司项目的执行能力，并努力完成正在进行的战略评估。
曹海斌 摘译自 世界天然气
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.
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