国防军工行业：政府工作报告提及深海科技，深海配套市场景气可期

Investment Rating - The industry investment rating is "Buy" [2] Core Insights - The government work report emphasizes the importance of deep-sea technology, indicating a promising market outlook for deep-sea supporting industries [13][18] - The deep-sea environment presents unique challenges such as high pressure and corrosion, necessitating advanced materials and components for equipment [20][32] - High-performance and intelligent deep-sea equipment technology is crucial for the development of deep-sea science [20][21] - The development of deep-sea communication technologies is essential, with data-driven approaches expected to shape future advancements in deep-sea technology [20][21] Summary by Sections 1. Government Work Report Highlights - The report mentions the need to develop new productive forces and accelerate the construction of a modern industrial system, focusing on deep-sea technology as a key area for growth [13][14] 2. Deep-Sea Environment and Equipment - Deep-sea equipment technology is foundational for deep-sea science, with countries like the US, Russia, and Japan prioritizing the development of deep-sea technologies [20][21] - The harsh conditions of the deep-sea environment require materials like titanium alloys and composite materials, which are being researched for their suitability [32][38] 3. Investment Recommendations - Key companies to watch include those involved in deep-sea technology development, such as China Haifeng, Zhongke Xingtu, and others in the deep-sea equipment and materials sectors [20][21]