2025年中国深海科技产业研究报告：深蓝引擎——万米深海技术突破与海洋经济新格局

Investment Rating - The report indicates a positive investment outlook for the deep sea technology industry in China, highlighting its potential as a key driver for high-quality marine economic development [2]. Core Insights - The deep sea technology industry in China is rapidly developing and is becoming a significant engine for the marine economy, with a projected marine production value of 10.54 trillion yuan in 2024, indicating substantial growth potential [2]. - The report emphasizes the importance of technological innovation in the deep sea sector, which has been recognized in government work reports, marking a transition to a high-quality development phase centered on technology [2]. - The report provides a forward-looking analysis of investment opportunities and industrial layout under the new "Blue Economy" paradigm, focusing on key areas such as deep sea equipment manufacturing, resource development, and scientific research [2]. Summary by Sections Background of Deep Sea Industry Development - China's deep sea resources are primarily located in the South China Sea and East China Sea, with significant mineral, biological, and energy resources [3]. - The strategic upgrade of deep sea technology in China has evolved from comprehensive exploration to independent innovation and industrial system development from 2013 to 2025 [3]. Civilian Sector Development Prospects - The deep sea industry in China encompasses four major equipment systems and six supporting technologies, with an expected industry scale growth from nearly 2 trillion yuan in 2024 to 3 trillion yuan by 2030, reflecting an annual growth rate of 10.6% [4]. Military Sector Competitive Landscape - The report discusses the global context of deep sea military competition, highlighting advancements in unmanned underwater vehicles (UUVs) and the U.S. Navy's strategic initiatives in deep sea warfare [5]. Deep Sea Resource Overview - The deep sea is rich in metal minerals, biological resources, and energy resources, with significant reserves of oil, gas, and various metals [22][23]. - The report details the types of deep sea resources, including polymetallic nodules, cobalt-rich crusts, and methane hydrates, emphasizing their potential for commercial development [22][23]. Technological Advancements - China's deep sea exploration technologies have made significant progress, particularly in manned submersibles and underwater observation networks, although there remain gaps in high-precision sensors compared to international standards [26][27]. - The report outlines the comprehensive technology layout from observation and detection to underwater operations, highlighting the need for further innovation in core technologies [29][31]. Economic Forecast - The deep sea economy in China is projected to reach nearly 3 trillion yuan by 2030, with significant contributions from marine oil and gas, marine mining, and marine engineering equipment sectors [44][45].