近年来，大鹏新区以旅游和海洋经济为核心，构建"出国旅游替代、运动达人天堂、海洋经济集聚、清 洁能源基地"发展格局。在产业布局上，深圳海洋大学（筹）东校区封顶，深海科考中心、海洋博物馆 有序推进；国家管网深圳LNG应急调峰站等能源项目投产，"大鹏LNG走廊"接卸量全国第一；低空经济 产业园投用，全球商业遥感卫星接收站网总部开工。文旅领域，地中海俱乐部粤港澳首店、洲际英迪格 野奢酒店等21个项目落地，全球最大乐高乐园单体建筑封顶。 【深圳商报讯】（记者 张宇婷 张妍）5月13日，"央地国企深圳行——海洋专场"大鹏站活动在坝光展厅 举办。活动由深圳市委组织部、市国资委等多部门主办，以"央地联动 逐梦山海"为主题，邀请40余家 央企、国企实地考察大鹏新区投资环境。现场重点推介产业规划、扶持政策及人才政策，并达成9个央 地合作项目签约，涵盖海洋科技、文旅融合、能源循环等领域，总投资额超74亿元。其中包括中国农业 科学院深圳农业基因组研究所（大鹏湾实验室）AI驱动的植物细胞自动化生物制造大科学设施与中试 平台项目、中集海洋工程有限公司中集普乐方海上渔旅综合体项目等央地合作项目，为区域发展注入新 动能。 作为深圳建设世界级 ...

5月9日，自然资源部党组书记、部长关志鸥主持召开党组会议，会议指出，要加强自然资源要素保障， 加快推进新一轮找矿突破战略行动，大力发展海洋经济，因地制宜发展林下经济，以自身工作的确定性 应对外部环境的不确定性，推动经济平稳健康发展。要进一步促进部局融合，推动用地用海用林用草等 审批审核事项同步办理、联动审批，增强地理空间数据安全供给能力，提高要素精准保障能力和水平， 为经济大省挑大梁提供坚实资源保障。(人民财讯) ...

陈慧宇介绍，如东地处长江入海口北翼，陆域面积2000平方公里，海域面积4555平方公里，海岸线86公 里、滩涂104万亩，是全国著名的教育之乡、长寿之乡、海鲜之乡、民间文化艺术之乡。2024年，如东 实现GDP总量1430亿元，在全国县域经济基本竞争力百强县中居第29位，跻身全国科技创新百强县前20 强。 陈慧宇说，近年来，如东经济社会发展取得了良好的成绩，主要是得到了两方面支撑：一方面是项目建 设持续发力，金光、桐昆、中石油LNG等百亿级重特大项目建成投产，燕京啤酒、科森新材料等一批 标志性项目签约落户，科创项目招引数屡创新高。另一方面是实体经济加速壮大，建成了亚洲最大的县 域海上风电场、全国最大的海上能源岛、长三角地区规模最大的LNG枢纽基地；打造了全国前30强的 化工园区，新材料专精特新、单项冠军、国家高新技术企业占比超过90%；培育了南通最大的制造业企 业中天科技；新能源、新材料、新装备三大涉海主导产业总产值突破千亿元，成功创建生命安防用品、 海上风电、高分子材料3个国家火炬特色产业基地。 "如东的发展思路主要围绕三个'海'：一是上海，要接轨上海，承接上海的优质资源招引项目；二是蓝 海，以科技创新促进 ...

Core Viewpoint - The seafood market is experiencing a peak season, but despite the collaboration with JD Supermarket, the company Zhuangzi Island reported a decline in revenue and significant losses in 2024, raising concerns about its recovery and brand trustworthiness [1][6]. Company Performance - In 2024, Zhuangzi Island's revenue was 1.583 billion yuan, a year-on-year decrease of 5.66%, and the net profit attributable to shareholders was a loss of 21.913 million yuan, a decline of 355.15% [1]. - The company had a revenue of 4.1 million yuan in Q1 2024, showing an 11.13% year-on-year growth, but the net profit was still a loss of 156.13 million yuan, indicating a narrowing loss [7][9]. Historical Context - Zhuangzi Island was once a leading player in the seafood industry, achieving a revenue of 2.259 billion yuan in 2010, but has faced a downward trend since then, with significant losses attributed to environmental factors and management issues [2][4][5]. - The company faced a major scandal in 2018 when it was found to have falsified data regarding its production, leading to legal consequences for its former chairman [6]. Financial Health - As of Q1 2024, Zhuangzi Island had total liabilities of 2.124 billion yuan, with a debt ratio of 95.8%, significantly higher than industry standards [9]. - The company has been attempting to alleviate its financial burden by selling off non-core assets, such as leasing sea area usage rights and transferring ownership of certain facilities [10][11]. Industry Trends - The marine economy in China has shown growth, with the marine fishery sector increasing by 4% in 2023, indicating potential opportunities for companies like Zhuangzi Island [11]. - The company plans to focus on optimizing its product offerings and integrating its supply chain to enhance its market presence, although it faces challenges in brand recognition and differentiation [13][14]. Future Outlook - Zhuangzi Island aims to introduce new species and improve its operational efficiency while addressing its historical management issues under new ownership [13][15]. - The company recognizes the need for strong brand development and marketing strategies to compete effectively in the seafood market [14][15].

Core Insights - The ocean economy is becoming a key driver for domestic demand growth, supported by policy incentives and technological innovations [1] - The report from Guojin Securities highlights the emergence of new consumption scenarios in the ocean economy, particularly in marine fisheries, which play a crucial role in ensuring food security [1] Economic Performance - In 2023, China's ocean economy showed a strong recovery, with a total ocean production value of 99,097 billion yuan, a year-on-year increase of 6.0%, surpassing the national economic growth rate by 0.8 percentage points [2] - The ocean economy accounted for 7.9% of the national GDP, contributing 0.4 percentage points to overall economic growth [2] - The marine manufacturing sector's added value reached 29,861 billion yuan, growing by 7.0%, while the marine service sector's added value was 58,968 billion yuan, nearly 60% of the total [2] Fisheries and Food Security - Marine fisheries are a vital pillar of China's fishery economy, with a total fishery output value of 1.59 trillion yuan in 2023, up 4.5% year-on-year [4] - Marine aquaculture accounted for 65.2% of the total output value, indicating significant potential for growth compared to freshwater aquaculture [4] - The report emphasizes the development potential of deep-sea aquaculture, with over 100,000 square kilometers of usable area available [4] Technological Advancements - The introduction of modern aquaculture technologies, such as the world's first 100,000-ton aquaculture vessel, has significantly enhanced the supply capacity of high-quality seafood [5] - Breakthroughs in core species breeding have led to growth rates exceeding 20% for new varieties, although the industry still faces challenges with species diversity [5] Processing and Logistics - The processing rate of seafood products is increasing, with facilities like the 300,000-ton central cold storage in Zhanjiang enhancing product value by over three times [6] - The establishment of a comprehensive cold chain logistics system is facilitating temperature-controlled processes from aquaculture to end consumers [6]

Core Viewpoint - The marine economy in China is rapidly growing, with a first-quarter marine GDP of 2.5 trillion yuan, reflecting a year-on-year increase of 5.7%, surpassing the national GDP growth rate by 0.3 percentage points, indicating its importance as a growth driver for the economy [1] Group 1: Current Development and Trends - The marine economy is divided into upstream, midstream, and downstream sectors, with upstream focusing on marine equipment and materials manufacturing, midstream covering marine fisheries, oil and gas, salt, mining, transportation, and tourism, and downstream involving reprocessing and retail of marine products [2] - There are 28,104 marine economy-related enterprises in China, predominantly located in coastal regions, with Shandong leading with 1,963 companies, followed by Zhejiang with 3,238, and Jiangsu with 3,200 [4] Group 2: Future Projections - The marine GDP is projected to reach 13 trillion yuan by 2025 and exceed 20 trillion yuan by 2030, with the marine GDP expected to account for over 15% of the national GDP [5] Group 3: Strategic Planning for Marine Economy - Local governments should develop marine economy strategies based on regional resources, industry foundations, and national strategic needs, focusing on multi-dimensional collaborative development [6] - Emphasis on building a modern marine industry system that prioritizes high-value-added industries, such as deep-sea aquaculture and marine clean energy [9] - Encouragement of industry integration and clustering around port economies to enhance urban functions and promote spatial agglomeration [10] Group 4: Innovation and Technology - Establishment of collaborative platforms for industry, academia, and research to focus on marine biotechnology and smart ocean initiatives, supported by state capital [11] - Development of industry standards for deep-sea aquaculture and ecological restoration to ensure sustainable practices [12] Group 5: Regional and International Cooperation - Promotion of land-sea coordination and cross-regional collaboration to provide inland areas with access to maritime resources [13] - Development of open economic mechanisms to leverage international trade and investment opportunities [14] Group 6: Environmental and Policy Considerations - Prioritization of ecological sustainability through optimized resource utilization and pollution monitoring systems [15][16] - Implementation of supportive policies to enhance the business environment and facilitate financing for marine projects [17][18] Group 7: Case Studies - Qingdao focuses on integrating AI with marine industries, establishing national laboratories, and promoting deep-sea aquaculture [19][20] - Shanghai leverages its international shipping center status to develop shipping services and deep-sea wind power [22][23] - Shenzhen aims to become a global marine center by advancing marine electronic information and deep-sea technology [26][27] Group 8: Conclusion - The marine economy is transitioning towards innovation-driven and green low-carbon development, showcasing China's strategic potential in reshaping the global marine economic landscape [30][31]

Core Viewpoint - The draft regulation for promoting the marine economy in Qingdao emphasizes the need for the development of high-end, intelligent, unmanned, and green marine vessels and engineering equipment, aiming to enhance the overall capabilities in design, manufacturing, and system integration [1] Group 1: Industry Development - The government is encouraged to promote the high-end, intelligent, unmanned, and green development of marine vessels and engineering equipment [1] - There is a focus on improving the design, manufacturing, system integration, and general contracting capabilities of marine vessels and engineering equipment [1] - The regulation aims to enhance the construction capabilities for deep-sea oil and gas development equipment [1] Group 2: Port and Infrastructure - Support for integrated port development is highlighted, with an emphasis on optimizing port infrastructure [1] - The regulation aims to expand the maritime route network and improve the comprehensive transportation system [1] - The transformation of Qingdao Port into a hub port, trade port, and financial port is promoted, along with the construction of an international shipping center [1]

《青岛市海洋经济促进条例(草案)》公开征求意见。其中提到，市、区(市)人民政府应当加强对海洋经 济促进工作的组织和领导，将海洋经济发展纳入国民经济和社会发展规划，完善促进海洋经济发展体制 机制；市人民政府推动建立海洋经济融入国家区域重大战略机制，服务和融入黄河流域生态保护和高质 量发展重大国家战略，推动建立海洋经济区域合作机制，构建区域协同创新体系。加强本市与北部海洋 经济圈城市协同联动，推动青岛都市圈海洋经济融合发展；市、区(市)人民政府及其有关部门应当构建 陆海统筹、全域联动、资源融通的海洋经济总体布局，提升海洋传统优势产业，壮大海洋新兴产业，培 育海洋未来产业，完善现代海洋产业体系。 ...

Core Insights - The marine economy in China showed a positive development trend in Q1, with a total marine production value of 2.5 trillion yuan, representing a year-on-year growth of 5.7%, which is 0.3 percentage points higher than the GDP growth rate [1] - The marine resource guarantee level has improved, with new approvals for marine and island use covering 71,000 hectares and involving an investment of 185.6 billion yuan [1] - Traditional marine industries are stable, with significant growth in marine transportation and tourism sectors, where marine cargo turnover and freight volume increased by 5.8% and 4.2% respectively [1] Marine Emerging Industries - The marine engineering equipment manufacturing sector is experiencing rapid growth, with new marine engineering orders increasing by 57.1% year-on-year [2] - Progress in marine biomedicine includes the initiation of Phase II clinical trials for a new anti-tumor drug, BG136 [2] - The marine information service industry is being cultivated, with the launch of the "Hanhai Zhiyu" marine large language model and stable operation of national marine data platforms [2] Marine Foreign Trade - Marine foreign trade has shown resilience despite global economic challenges, with a slight increase of 0.1% in marine import and export total [2] - High-end, intelligent, and green marine product exports are performing well, with ship and marine engineering equipment exports growing by 10.8% and wind turbine exports increasing by 43.2% [2] Future Outlook - The long-term positive trend of the marine economy remains unchanged, supported by a series of national macro policies [3] - There is a focus on accelerating the implementation of marine sector policies and fostering new productive forces in the marine economy [3] - The aim is to promote the construction of a modern marine industry system and support high-quality development of the marine economy [3]

Core Viewpoint - The marine engineering equipment manufacturing industry in China is experiencing high-quality development, significantly supporting the marine economy and the construction of a maritime power. The industry is projected to achieve a value-added of 103.2 billion yuan in 2024, representing a growth of 9.1% compared to 2023 [1][20]. Group 1: Industry Overview - The marine oil and gas engineering equipment sector is crucial for the development of marine resources, with advancements in technology leading to the establishment of various standards and series of equipment [1][4]. - Recent achievements include the construction of significant marine equipment such as the FPSO "Ocean Oil 119" and the semi-submersible production and storage platform "Deep Sea No. 1" [1][20]. - The utilization rates of marine drilling equipment in China are notably higher than the global average, with mobile drilling equipment at 93% [1][20]. Group 2: Industry Development History - The marine oil and gas engineering equipment industry in China began in the 1960s, initially relying on imported technology and equipment. Over the decades, the industry has evolved, with significant advancements in domestic capabilities [6]. - The introduction of policies supporting equipment localization has led to breakthroughs in key technologies, particularly in deepwater and ultra-deepwater equipment [6][8]. Group 3: Industry Policies - The Chinese government has implemented various policies to support the marine engineering equipment sector, including plans to enhance the production capacity of marine engineering products and accelerate the development of new equipment [8][10]. - The Ministry of Industry and Information Technology has also promoted the integration of 5G technology in marine applications, enhancing operational efficiency [8][10]. Group 4: Industry Chain - The marine oil and gas engineering equipment industry chain consists of upstream design and raw material supply, midstream manufacturing, and downstream service provision to oil service companies and operators [11]. Group 5: Market Trends - The industry is expected to see continued demand growth, particularly in deepwater and unconventional resource development, driven by technological advancements and the push for sustainable practices [29][30][32]. - The focus on green technology and low-carbon solutions is becoming increasingly important, with a shift towards renewable energy equipment and environmentally friendly materials [30][32]. Group 6: Key Companies - Major players in the industry include CNOOC Engineering, CNOOC Services, and China Shipbuilding Industry Corporation, which dominate various segments of the marine oil and gas exploration and production equipment market [22][23]. - CNOOC Engineering is recognized as the largest marine oil and gas engineering contractor in the Asia-Pacific region, while CNOOC Services is a leading offshore drilling contractor [25][27].