再迎利好！万亿赛道大爆发

Core Viewpoint - The article highlights the recent surge in marine economy concept stocks driven by favorable government policies aimed at promoting high-quality development in the marine economy [2][3]. Policy Support - The Central Financial Committee's sixth meeting on July 1 emphasized the need for top-level design and increased policy support to encourage social capital participation in marine economic development [2]. - Various local governments have introduced policies to boost marine economic growth, including Guangdong's new regulations and Shanghai's development plan for marine industries from 2025 to 2035 [5]. Industry Overview - The marine economy encompasses sectors such as marine fisheries, transportation, shipbuilding, salt production, oil and gas, and coastal tourism [4]. - The 2024 China Marine Economy Statistical Bulletin indicates that the national marine production value is expected to exceed 10 trillion yuan, accounting for 7.8% of the GDP [7]. Company Insights - Companies like Yaxing Anchor Chain are expanding their product offerings to include advanced mooring chains for offshore wind power and mining projects, with existing contracts for floating wind power demonstration projects [7]. - CIMC Raffles is recognized as a leading contractor in high-end marine engineering equipment, with orders for deep-sea oil and gas equipment scheduled until 2027 [7]. Technological Development - The current marine economy policies are characterized by a trend towards high-end, intelligent, and green development, focusing on building multi-level industrial systems and enhancing technological innovation [8]. - The development of deep-sea technology is seen as crucial for enhancing exploration capabilities and is expected to accelerate under top-level planning support [7][8].