关于阅兵新域新质作战力量参阅点评：布局“深海科技”，态势感知是重点

Investment Rating - The industry investment rating is "Positive" (maintained) [5][12] Core Viewpoints - The recent military parade on September 3 has increased market attention on the "Deep Sea Technology" strategy, which emphasizes resource security, national defense construction, and blue economy, with situational awareness being a key focus [5] - The government work report has elevated "Deep Sea Technology" to a strategic level, highlighting the need for a comprehensive underwater perception system to address security challenges posed by foreign reconnaissance devices in China's waters [5] - The construction of situational awareness capabilities is deemed essential for development, with sonar equipment being the core component due to the complexities of underwater signal processing [5] Summary by Relevant Sections - Investment Highlights: The focus is on the construction of situational awareness capabilities, particularly in underwater signal processing, which faces significant challenges due to environmental noise and target stealth [5] - Sector Performance: Key companies to watch include China Marine Defense, Jizhi Co., and Zhongke Haixun, each with unique capabilities in underwater information acquisition, intelligent underwater technology, and sonar systems [5] - Company Profiles: - China Marine Defense: Engages in underwater information systems and has acquired assets from various military units [5] - Jizhi Co.: Collaborated with Zhijiang Laboratory to develop intelligent underwater sound technology, entering a revenue-generating phase [5] - Zhongke Haixun: Provides signal processing platforms and has core technologies in sonar systems, capable of offering comprehensive solutions [5]