福建：大力发展湾区经济，打造现代海洋产业体系 金十数据7月10日讯，中国共产党福建省第十一届委员会第八次全体会议，于2025年7月9日在福州举 行。全会强调，着力在构建区域协调发展和城乡融合发展新格局上作出示范。强化福州都市圈、厦漳泉 都市圈牵引作用，建立强有力的统筹协调机制，提升沿海中心城市发展能级，强化基础设施共联、产业 体系共建、创新能力共育、公共服务共享，加力推进一批标志性重大项目建设；坚持陆海统筹，以陆带 海、以海促陆，大力发展湾区经济，打造现代海洋产业体系，促进港产城联动发展，建设更高水平"海 上福建"。 ...

会议听取了全省上半年安全生产工作情况汇报，强调，当前正值暑期、汛期，生产经营活动处于旺 季，文化旅游体育活动持续火热。要以"时时放心不下"的责任感，深化安全生产治本攻坚，全面排查整 治各类风险隐患，完善工作预案，强化应急处置，切实保障人民群众生命财产安全。 会议还研究了其他事项。 会议传达学习了习近平总书记在中央政治局第二十一次集体学习时的重要讲话精神，省委常委同志 交流学习体会，省级层面学习教育工作专班汇报全省学习教育进展情况和下一步工作安排。会议指出， 要用心学习领会总书记重要讲话精神，深刻领悟其精髓要义和实践要求，切实增强自我革命的自觉性坚 定性，真正从思想上正本清源、筑牢根基。要坚持问题导向，深入检视反思，勇于自我省察，动真碰硬 抓好整改整治，以自我革命精神解决突出问题。要注重标本兼治，结合典型案件深入查找权力运行漏 洞，补齐制度短板，严格制度执行，提高日常监督的穿透力、有效性，深化风腐同查同治，一严到底推 进正风肃纪反腐。要突出以上率下，领导干部带头勇于自我革命，带头锤炼坚强党性，带头依法秉公用 权，抓好分管领域或主政地方的管党治党工作，真正把严的氛围营造起来、把正的风气树立起来。学习 教育工作专班 ...

金十数据7月1日讯，中共中央总书记、国家主席、中央军委主席、中央财经委员会主任习近平7月1日上 午主持召开中央财经委员会第六次会议，会议强调，要提高海洋科技自主创新能力，强化海洋战略科技 力量，培育发展海洋科技领军企业和专精特新中小企业。要做强做优做大海洋产业，推动海上风电规范 有序建设，发展现代化远洋捕捞，发展海洋生物医药、生物制品，打造海洋特色文化和旅游目的地，推 动海运业高质量发展。要加强海湾经济发展规划研究，有序推进沿海港口群优化整合。 （新华社） 中央财经委员会：培育发展海洋科技领军企业和专精特新中小企业 ...

Core Viewpoint - The Guangdong Provincial Marine Economy Work Conference aims to promote high-quality development of the marine economy, seizing opportunities to enhance the province's maritime capabilities and contribute to building a strong marine province [1][2]. Group 1: Development Strategy - Guangdong will leverage its maritime advantages and potential, focusing on a balanced development of marine resources while enhancing ecological protection [1]. - The province plans to optimize the layout of marine productivity, develop the Bay Area economy, and strengthen the coordination between land and sea [1][2]. - Guangdong aims to expand its international cooperation in marine economic development, particularly through the Guangdong-Hong Kong-Macao Greater Bay Area [1]. Group 2: Industrial System Construction - The province will focus on nurturing existing industries while promoting new ones, aiming to build a modern marine industry system with international competitiveness [2]. - Key initiatives include enhancing marine fisheries, developing modern marine ranches, and improving the comprehensive strength of deep-sea fishing [2]. - There will be a strong emphasis on advancing marine manufacturing, particularly in petrochemicals and shipbuilding, while fostering emerging industries like marine renewable energy and marine biomedicine [2]. Group 3: Technological Innovation - Guangdong will adopt an innovation-driven approach to support marine economic development, focusing on building major technological innovation platforms [2]. - The province plans to accelerate the development of key core technologies needed for the industry and cultivate modern marine talent [2]. - Infrastructure improvements, including port resource optimization and the establishment of industrial parks, will be prioritized to enhance the conditions for marine economic development [2].

Group 1: Service Trade and Economic Policies - Shenzhen is set to gradually relax or eliminate restrictions on service trade under cross-border delivery and overseas consumption models, aiming to enhance the quality of service consumption and expand the openness of the service industry [1] - The Ministry of Finance plans to implement more proactive fiscal policies and introduce incremental reserve policies in response to changing circumstances, focusing on stabilizing employment, enterprises, markets, and expectations to support economic development and social stability [3] Group 2: Financial Operations and Market Liquidity - The People's Bank of China conducted a 300 billion yuan MLF operation to maintain ample liquidity in the banking system, resulting in a net injection of 118 billion yuan for June, marking the fourth consecutive month of increased liquidity [2] Group 3: Industry Developments and Trends - CITIC Securities reports that the price of DDR4 memory has exceeded expectations, with a forecast for continued price increases into Q3 2025, indicating a potential turning point for profitability among storage module manufacturers [5] - The Yangtze River Delta region's foreign trade has surpassed 100 trillion yuan, demonstrating strong resilience and vitality, with a 5.2% year-on-year increase in imports and exports in the first five months of the year [6] - The telecommunications sector reported a total revenue of 748.8 billion yuan in the first five months, reflecting a 1.4% year-on-year growth [7] Group 4: Technological Advancements and Standards - China is leading the development of the world's first international standard system for quantum-resistant network security protocols in the data communication field, with ongoing efforts to establish guidelines and frameworks for secure communication [9] Group 5: Marine Economy Initiatives - Shanghai is planning to introduce the "Shanghai Marine Economy Promotion Regulations" and explore the establishment of a marine industry development group to enhance financial support and optimize the development of the marine industry [10] - The city aims to promote the development of marine intelligent robots and create a product matrix for marine intelligent equipment, focusing on advanced underwater and surface robotic systems [11]

策 略 研 究 太 平 2025 年 06 月 25 日 投资策略 策略日报（2025.06.25）：价波同涨，年内新高 相关研究报告 洋 证 券 股 份 有 限 公 破>>--2025-06-24 动>>--2025-06-23 <<策略日报（2025.06.20）缩量下 跌>>--2025-06-20 整>>--2025-06-19 E-MAIL：zhangdd@tpyzq.com 分析师登记编号：S1190522040001 证券分析师：徐梓铭 E-MAIL：xuzm@tpyzq.com 分析师登记编号：S1190525050001 大类资产跟踪 << 策 略 日 报 （ 2025.06.24 ） 突 <<策略日报（2025.06.23）反者道之 债券市场利率债高开低走，股债跷跷板效应延续。股市方面上证指 数放量突破颈线压制，且呈均线排列结构，虽然基本面的疲弱仍将支撑债 市，但股市若继续走强仍将压制债市表现，预计债市后续将高位震荡运行。 后续展望：股市大盘突破，债市预计高位震荡。 司 证 券 研 究 报 告 << 策 略 日 报 （ 2025.06.19 ） 调 证券分析师：张冬冬 股票市场：指数向上变 ...

智通财经6月25日午间新闻精选 1、国泰君安国际正式获批提供虚拟资产交易服务，为中资券商首家。 2、上海市海洋产业发展规划（2025—2035）（征求意见稿）》公开征求意见，其中提到，拟制定出台 《上海市海洋经济促进条例》，探索组建海洋产业发展集团。 3、伊朗原子能组织主席穆罕默德·伊斯拉米24日说，伊朗政府已经采取必要措施，确保伊朗核项目在遭 受以色列和美国军事打击后能够继续。 4、截至午间收盘，沪指涨0.28%，深证成指涨0.64%，创业板指涨1.34%。恒生指数涨0.77%，恒生科技 指数涨0.81%。 ...

科技创新动能澎湃 今年4月，全球首艘15万吨级智慧渔业大型养殖工船"国信1号2—1"在青岛交付运营，标志着我国深远海 养殖进入2.0时代。青岛国信集团副总经理董韶光介绍，"国信1号2—1"在功能布局、养殖系统、新能源 利用、信息一体化等领域实现了160余项技术突破与优化创新。 科技创新是海洋经济高质量发展的核心驱动力。青岛构建起了"院士—平台—技术"三位一体的创新生 态，吸引了全国30%的涉海院士在此扎根、40%的涉海高端研发平台在此运转。 目前，广东全省海洋领域建设有国家重点实验室2个、省实验室3个、省重点实验室49个。重大创新平台 建设稳步推进，省级海洋数据中心初见成效。 近年来，面对复杂外部环境带来的诸多挑战，多地不断培育海洋新质生产力，加快构建现代海洋产业体 系，健全海洋资源开发保护制度，夯实海洋经济高质量发展基础。数据显示，去年我国海洋生产总值首 次突破10万亿元，比上年增长5.9%。 广东省汕尾市中广核"伏羲一号"是全球单体最大风渔融合网箱平台、全球抗台风能力最强网箱平台、全 球首例风渔融合型深水网箱养殖与海洋生态环境可持续发展项目。它的建成投运，对于我国"海上风电 +海洋牧场"产业融合发展具有重 ...

近年来，面对复杂外部环境带来的诸多挑战，多地不断培育海洋新质生产力，加快构建现代海洋产业体 系，健全海洋资源开发保护制度，夯实海洋经济高质量发展基础。数据显示，去年我国海洋生产总值首 次突破10万亿元，比上年增长5.9%。 科技创新动能澎湃 今年4月，全球首艘15万吨级智慧渔业大型养殖工船"国信1号2—1"在青岛交付运营，标志着我国深远海 养殖进入2.0时代。青岛国信集团副总经理董韶光介绍，"国信1号2—1"在功能布局、养殖系统、新能源 利用、信息一体化等领域实现了160余项技术突破与优化创新。 科技创新是海洋经济高质量发展的核心驱动力。青岛构建起了"院士—平台—技术"三位一体的创新生 态，吸引了全国30%的涉海院士在此扎根、40%的涉海高端研发平台在此运转。 目前，广东全省海洋领域建设有国家重点实验室2个、省实验室3个、省重点实验室49个。重大创新平台 建设稳步推进，省级海洋数据中心初见成效。 广东省汕尾市中广核"伏羲一号"是全球单体最大风渔融合网箱平台、全球抗台风能力最强网箱平台、全 球首例风渔融合型深水网箱养殖与海洋生态环境可持续发展项目。它的建成投运，对于我国"海上风电 +海洋牧场"产业融合发展具有重 ...

Group 1 - The Shandong Provincial Oceanic Administration, in collaboration with the Development and Reform Commission and Shandong Ocean Group, held a meeting to promote the rapid development of the marine private economy, focusing on the challenges faced by this sector [1][4] - The "Blue Guest Hall" service platform was launched to provide integrated services for marine private enterprises, including policy support, talent acquisition, technology assistance, funding, and project matching [1][3] - Qingdao Mingyue Seaweed Group highlighted the dependency on imported seaweed raw materials, which constitutes 80% of their supply, indicating supply chain instability as a key constraint for the seaweed bioproducts industry [2][4] Group 2 - The meeting featured discussions on various enterprises' needs, such as Shandong Lubei Biyuan's seawater desalination project, which has a total investment of approximately 1.5 billion RMB, with the first phase completed and operational since 2022 [3][4] - Financial institutions expressed their commitment to support marine enterprises, with one institution reporting a 15% increase in support for over 1,200 enterprises compared to the previous year [5][6] - The Shandong Provincial Macro-Economic Research Institute emphasized the importance of private enterprises in driving modernization and high-quality development, encouraging them to take a leading role in marine economic growth [4][5]