主题策略专题：把握海洋经济投资机会

Core Insights - The domestic marine economy is entering a new phase of high-quality development, supported by significant policy backing and an enhanced strategic position. Recent government policies provide a solid legal foundation for macro guidance, strategic planning, and sustainable development of the marine economy, which is increasingly contributing to GDP, indicating strong resilience and broad prospects [3] - Deep-sea technology is accelerating as a new engine for economic growth under the context of new productive forces. Various national-level research projects are being implemented to promote the coordinated development of the entire industrial chain, including deep-sea exploration, resource development, and equipment manufacturing. China has achieved multiple technological breakthroughs in areas such as deep-sea drilling vessels and manned submersibles, laying the foundation for commercial development [3][25] - The shipbuilding and marine engineering equipment industry is a core force supporting the development of the marine economy and represents future investment opportunities. This industry, as a key component of high-end equipment manufacturing, is capital and technology-intensive, providing technical equipment for maritime transportation, marine resource development, and national defense construction [3][49] - The marine economy theme index has shown strong performance, with investment opportunities in deep-sea oil and gas and marine ecological services. As of July 1, 2025, the marine economy index and marine technology index increased by 9.3% and 13.7%, respectively, reflecting positive market sentiment towards the marine economy sector [3] - The marine economy's contribution to GDP has been steadily increasing, with a compound annual growth rate of approximately 6% over the past five years, outpacing overall GDP growth [9] Marine Economy Policy and Industry Context - In recent years, a series of policies have been introduced by national and local governments to promote marine economic development. The "14th Five-Year Plan" for marine economic development provides macro guidance and strategic planning, while the revised Marine Environmental Protection Law offers legal support for sustainable development [8] - The marine production value reached 10.54 trillion yuan in 2024, growing by 5.9% year-on-year, with the marine industry value added at 4.37 trillion yuan [8][24] Deep-Sea Technology Industry Chain - The deep-sea technology sector is supported by government initiatives, with significant breakthroughs in deep-sea exploration and resource development technologies. The market size for deep-sea technology is expected to reach 3.25 trillion yuan by 2025 [25][41] Shipbuilding and Marine Engineering Equipment Investment Insights - The shipbuilding and marine engineering equipment industry is crucial for providing technical equipment for maritime transportation and resource development. The industry encompasses upstream raw material suppliers, midstream equipment manufacturers, and downstream application markets [49][50] - The marine engineering equipment industry is experiencing growth opportunities due to the continuous development of marine economic strategies and global marine economic trends [49]