专家访谈汇总：深海科技将引领中国新兴产业

Group 1: Deep Sea Technology - The government work report for 2025 has included "deep sea technology" as a key focus for future industrial development, indicating its rising status as an emerging industry [3] - The report emphasizes the promotion of safe and healthy development of emerging industries such as commercial aerospace, low-altitude economy, and deep sea technology, providing policy support and development guarantees for the deep sea technology sector [3] - Deep sea technology requires the integration of multiple disciplines including oceanography, materials science, artificial intelligence, and bioengineering to drive innovations in bionic robots, pressure-resistant alloys, and deep-sea sensors [3] - The total market potential for deep sea technology is expected to reach a scale of trillions, becoming a new growth engine for the future economy [3] Group 2: Ningde Times - In 2024, the company achieved revenue of 362.01 billion yuan, a year-on-year decrease of 9.7%, while net profit attributable to shareholders was 50.75 billion yuan, an increase of 15.0% year-on-year [4] - The average battery price decreased to 0.65 yuan/Wh in 2024 from 0.89 yuan/Wh in 2023, yet the company's net profit margin continued to improve, reaching 14.3% in Q4, up 2.1 percentage points year-on-year [4] - The company accelerated overseas capacity construction, with a total capacity under construction reaching 219 GWh by the end of 2024, significantly enhancing its global competitiveness [4][6] - The global installed capacity for the company in 2024 was 339.3 GWh, a year-on-year increase of 31.7%, with market share rising to 37.9%, an increase of 1.3 percentage points from the previous year [6] Group 3: Consumption Stimulus Plan - The government's "Consumption Stimulus Action Plan" includes 30 key tasks across 8 areas aimed at promoting long-term stable growth in consumption by enhancing residents' income and improving the consumption environment [7] - A special national bond of 150 billion yuan has been allocated for consumer subsidies, with plans to increase this to 300 billion yuan by 2025, optimizing subsidies for sectors like 3C digital products and two-wheeled vehicles [7] - In early 2025, social retail sales increased by 4.0% year-on-year, with categories such as sporting goods, furniture, and home appliances performing well, particularly sporting goods which saw a growth of 26.2% [7][8] Group 4: AI and Data Center Services - AIDC (Artificial Intelligence Data Center) shows significant improvements over traditional IDC in terms of chip power consumption, server power consumption, cabinet power, IT costs, and server rental fees [9] - The global IT load for data centers is projected to grow from 49 GW in 2023 to 96 GW by 2026, with 90% of this growth driven by AI computing demand [9] - Major telecom operators in China, including China Mobile, China Telecom, and China Unicom, dominate the domestic data center resources and are well-positioned to benefit from the growing AI computing demand [11]