深地经济概念板块持续活跃 战略布局催生万亿级新赛道

Core Viewpoint - The deep earth economy is emerging as a potential trillion-level new sector, following the low-altitude and deep-sea economies, with significant investment interest and market activity driven by government initiatives [1][2]. Industry Overview - The deep earth economy encompasses economic activities and related industrial chains focused on the development of deep earth resources and underground space utilization, including resource exploration, underground construction, core equipment manufacturing, and technical services [2]. - China's deep and ultra-deep oil and gas resources are estimated at 671 million tons of oil equivalent, accounting for approximately 34% of the country's total oil and gas resources [2]. - The overall development rate of deep earth resources is currently below 8%, indicating substantial untapped potential [2]. Market Activity - On October 23, the deep earth economy sector saw a trading volume of 49.249 billion yuan, with notable stock performances including multiple companies hitting trading limits [1]. - Companies such as Shandong Molong and Tianjian Group experienced significant stock price increases, while others like Huifeng Diamond and Power Diamond faced noticeable pullbacks [1]. Company Strategies - The Ministry of Natural Resources predicts that the global deep earth economy will exceed $25 trillion by 2030, with the domestic market expected to surpass 5 trillion yuan between 2026 and 2030, and an initial commercialization growth rate of 40% [3]. - Companies like Yipuli and Surveying and Mapping Co. have expressed their commitment to exploring opportunities in the deep earth economy, focusing on technological advancements and strategic business expansions [3][4]. - Meian Sen is developing mining robots for autonomous inspections in underground spaces, while China Communications Construction Company is forming a collaborative innovation group for deep underground space utilization [4]. Company Clarifications - Companies such as Construction Industry, Chujian New Materials, and Baotailong have clarified that they do not engage in deep earth economy-related businesses [5].