发改委编制“十五五”海洋经济规划，深海科技潜力巨大

Core Insights - The National Development and Reform Commission is working on the "14th Five-Year" marine economy development plan, focusing on transforming traditional marine industries and promoting emerging sectors like offshore wind power and marine biomedicine [1] - The Ministry of Natural Resources reports that China's marine production value will exceed 10 trillion yuan in 2024, accounting for 7.8% of GDP, with significant government support for deep-sea technology and related industries [1] - Forecasts suggest that by 2025, China's marine production value will surpass 13 trillion yuan, with deep-sea technology industries making up over 25% of this total [1] Industry Developments - The government plans to establish a 50 billion yuan fund for deep-sea key technologies and equipment, alongside a 100 billion yuan fund specifically for offshore wind power [1] - Guangdong province has outlined a plan to develop three marine industry clusters worth over 100 billion yuan by 2025 [1] - Morgan Stanley predicts an 18% CAGR for China's deep-sea equipment market from 2025 to 2030, while domestic institutions expect the marine biomedicine market to exceed 80 billion yuan by 2025 [1] Market Opportunities - Everbright Securities highlights the significant potential of the marine economy and deep-sea technology, suggesting that the "14th Five-Year" plan could catalyze new growth opportunities [2] - Key areas for investment include deep-sea equipment, shipping, offshore wind power, and marine biomedicine [2]