深海科技多点开花：上市公司业绩预喜、订单落地，国际化步伐加快

Core Insights - The deep-sea technology sector in China has shown strong growth since 2026, with multiple listed companies announcing performance forecasts and engaging in strategic collaborations, capacity expansions, and application scenario developments [1][4] - The industry is transitioning from being policy-driven to a dual-driven model of market and technology, highlighting the increasing value in deep-sea resource exploration and high-end marine equipment manufacturing [1][4] Company Performance - Approximately 80% of deep-sea technology-related listed companies reported year-on-year net profit growth for 2025, indicating a significant improvement in overall profitability [3][4] - Hailanxin (300065.SZ) expects a net profit of 40 million to 60 million yuan for 2025, with a year-on-year increase of 387.47% to 631.2%, attributed to its "boutique strategy" and advantages in subsea data center projects [3] - Dajin Heavy Industry (002487.SZ) anticipates a net profit of 1.05 billion to 1.2 billion yuan, reflecting a year-on-year growth of 121.58% to 153.23%, driven by rapid growth in overseas offshore wind power projects [3] Strategic Collaborations and Investments - Strategic collaborations are crucial for expanding application scenarios, while strategic investments are key for enhancing industry layouts [5] - TanHuang Technology (688039.SH) and Shenhao Technology (300853.SZ) have formed a strategic partnership to focus on deep-sea detection and operations, promoting the application of deep-sea robotics [5] Order and Capacity Developments - Major orders have been secured, with Oriental Cable (603606.SH) winning contracts worth approximately 108 million yuan in the deep-sea technology sector, which will support its growth during the 14th Five-Year Plan [6] - Dajin Heavy Industry is in the process of ramping up production at its Tangshan Caofeidian deep-sea base, which has a designed annual capacity of 500,000 tons [6] International Market Expansion - Companies like Juyi Rigging (002342.SZ) are expanding their international presence, having established a stable sales network in over 100 countries and focusing on markets in the Middle East and Southeast Asia [7] - Dajin Heavy Industry is also advancing its international strategy, having completed its layout in the Polish market, which will facilitate further expansion into Europe [7] - Despite challenges, Chinese companies are expected to gradually enhance their influence in the global deep-sea technology market, supported by initiatives like the Belt and Road [7]