Group 1 - The core concept of "Deep Sea Technology" is the intersection of policy certainty under "bottom line thinking," focusing on domestic demand expansion, technological innovation, and international trade as key response strategies to external shocks [4][13][14] - The introduction of "Deep Sea Technology" solidifies the policy status of the marine economy, marking a shift from supplementary industries to a core component of national strategic emerging industries, indicating a new phase in the top-level design of China's marine economy [5][18] - The "Deep Sea Technology" industry chain is complex and interdisciplinary, with core technologies categorized as "three deep" technologies: deep diving, deep drilling, and deep networking [6][26] Group 2 - The upstream of the deep sea technology industry chain includes raw materials and components, requiring high-pressure resistance and corrosion resistance, while the midstream focuses on industrialization capabilities in deep sea detection, equipment manufacturing, and system integration [6][26] - The downstream includes mature sectors like deep sea oil and gas development, while emerging areas such as natural gas hydrate commercialization and marine renewable energy are in early stages, indicating future growth potential [32] - The policy framework for deep sea technology has established a dual-driven development model at both national and local levels, with significant initiatives from various provinces to enhance marine industry capabilities [22][25]
投资策略专题:深海科技:贯穿下半年的强主题机会