Abstract: This round of oil price resumption is sure to be a long process thanks to a superposition of the oil price period with the global economic period. The geophysical prospecting industry is the first to come under the impact of low oil prices on the upstream oil and gas industry. As a whole, the global geophysical prospecting industry suffers a great loss at the present time with an excessive capacity of onshore acquisition, while the influence of deepwater acquisition crisis looms large. The excessive profit era of multi-user market comes to an end. Processing and interpretation as well as reservoir market become the directions for business transformation and upgrading while equipment manufacturing market is not flourishing any more. The new trends and new characteristics appear in the global geophysical prospecting industry. The industrial competition pattern is in transition from monopolistic competition to complete competition. The industrial value chain is in the structure of a “smiling curve”. This industry is expected to see more extensive restructuring and more intense competition in the future. Risk exploration appears as a new momentum of the industrial commercial pattern, with more and more multi-disciplinary phenomena. Meanwhile, bottoming out also exists in the global geophysical prospecting industry, which urgently needs to be led by a revolutionary and sophisticated technology.

摘要： 油价周期与世界经济周期相叠加，决定了本轮油价恢复将是漫长的过程，而低油价对油气工业上游的冲击 物探行业首当其冲。当前，世界物探行业整体遭遇重挫，陆上采集产能严重过剩，深海采集危机中影响最大，多用户市 场暴利时代结束，处理解释和油藏市场成为转型升级方向，装备制造市场风光不再。世界物探行业呈现出新趋势和新特 点，行业竞争格局或将从垄断竞争走向完全竞争，行业价值链构成呈现“微笑曲线”结构，预期未来仍将面临更大洗牌 和更加残酷的竞争，行业商业模式出现风险勘探新苗头，跨界现象或将日益普遍。同时，世界物探行业也存在触底反弹 的机遇，并亟待革命性、领先型技术来引领行业重生。

关键词: 物探行业, 陆上采集, 处理解释, 装备制造, 市场规模, 竞争格局, 发展趋势