深海科技趋势下的化工蓝海

Investment Rating - The report maintains an "Outperform" rating for the industry [2][6]. Core Viewpoints - The report highlights the importance of deep-sea technology in driving high-quality development of the marine economy, emphasizing the need for policy support and social capital involvement [4]. - It notes that over 70% of global oil and gas resources are found in oceans, with significant potential for exploration and development in deep-sea areas, particularly in China [4]. - The report suggests that the domestic deep-sea oil and gas exploration efforts are expected to increase, benefiting resource companies and equipment service providers [4]. Summary by Sections Market Performance - The report indicates a market performance trend with fluctuations ranging from -15% to +29% over the specified periods [3]. Investment Opportunities - The report identifies investment opportunities in the chemical sector driven by deep-sea technology, particularly in high-performance specialty chemical materials that meet extreme deep-sea conditions [4]. - Recommended companies include: - Resource companies with quality deep-sea oil and gas assets: China National Offshore Oil Corporation (CNOOC) [4]. - Equipment manufacturing and engineering service companies focused on deep-sea resource exploration: China Oilfield Services Limited, Offshore Oil Engineering Company, and Potential Energy [4]. - Companies producing high-performance materials for deep-sea environments: Hailide New Material, Maike Chemical, Guangxin Materials, and Feilu Co., Ltd. [4].