Zheng Quan Shi Bao·2025-07-30 07:05Core Insights - The marine economy concept has gained momentum, with significant stock price increases for companies like Qianeng Hengxin (up approximately 15%), Zhongshui Fishery (limit up), and Shenwater Haina (up over 6%) [1] - The Chinese government has emphasized the importance of deep-sea technology in its upcoming policies, indicating a strategic focus on deep-sea resource development and security [1] - The global oil and gas resources are predominantly located in marine environments, with over 70% of these resources found offshore, and 44% specifically from deep water [1] - China's deep and ultra-deep oil and gas resources amount to 671 million tons, representing 34% of the country's total oil and gas resources, highlighting the potential for increased exploration and production [1] - Current domestic marine oil and gas production is only 18% of total output, indicating a significant gap compared to the global average of 30%, which underscores the strategic importance of enhancing deep-water exploration [1] - The complex deep-sea environment presents challenges for equipment and materials, creating opportunities for domestic technological advancements and high-performance materials [2] Industry Summary - The upcoming military parade on September 3rd, showcasing underwater combat capabilities, reflects the government's commitment to enhancing deep-sea operational capabilities [1] - The expectation of policy-driven growth in deep-sea oil and gas exploration is likely to benefit resource-related and equipment service companies [1] - The need for advanced materials due to the harsh conditions of the deep-sea environment is expected to accelerate the application of domestic technologies [2]