四川大决策投顾：引领海洋强国战略的核心力量

Core Insights - Deep-sea technology is entering a "policy-driven → technological breakthrough → industrial expansion" golden period, similar to the initial stage of the low-altitude economy in 2024 [1][14] - The performance support for deep-sea technology is stronger than that of the early low-altitude economy, and both belong to national strategic emerging industries, indicating a potential continuation of the market trend [1][14] Industry Value Dimensions - Resources: Deep-sea resources include abundant energy, minerals, and biological resources, with over 70% of major oil and gas discoveries coming from depths exceeding 1,000 meters [2][4] - Military: The militarization of deep-sea regions is accelerating due to global competition for resources, with major military powers developing capabilities for deep-sea operations [2][4] - Scientific Research: The deep sea serves as a "natural laboratory" for studying life origins, geological evolution, and climate change, with significant potential yet to be explored [2][4] - Economic Impact: China's marine economy is projected to exceed 10 trillion yuan in 2024, with deep-sea technology as a core driver [3][4] Deep-Sea Technology Industry Chain - Upstream: Focuses on basic materials and core components, requiring high strength and corrosion resistance due to deep-sea conditions [6] - Midstream: Involves equipment manufacturing and system integration, with underwater robots being a key area of development [6] - Downstream: Applications include resource development, marine observation, and military defense [7] Key Segments of Deep-Sea Technology - Underwater Operations Equipment: The global UUV market is valued at 57 billion yuan in 2023, expected to grow to 85 billion yuan by 2028, with a CAGR of 8.32% [10] - Marine Engineering Equipment: The marine engineering sector is experiencing an upturn, benefiting major companies like Zhenhua Heavy Industries and China Shipbuilding [10] - Offshore Power Generation: Floating wind and solar power generation are emerging trends, with high entry barriers and promising market potential [11] - Marine Resource Development: Offshore oil and gas production is becoming a major source of China's energy increase, with significant reserves in the South China Sea [12] - Marine Aquaculture: The marine fishery sector is a crucial part of China's economy, with substantial growth potential in deep-sea aquaculture [13] Investment Logic and Stock Analysis - Deep-sea technology is positioned for growth through a cycle of policy support, technological advancements, and industrial expansion, mirroring the low-altitude economy's development path [14] - Relevant stocks include Zhongtian Technology, Dongfang Cable, and China Shipbuilding, among others [14]