Core Viewpoint - The seminar on "Building a New Engine for China-ASEAN Blue Economy" emphasizes the importance of blue economy as a shared market for economic growth and trade cooperation between China and ASEAN countries [1] Group 1: Seminar Overview - The seminar was held in Kuala Lumpur, Malaysia, and was hosted by the China (Hainan) Reform and Development Research Institute [2] - Key participants included government officials, experts, and industry representatives from China, Malaysia, the Philippines, and Thailand, totaling over 40 attendees [1] Group 2: Key Themes and Discussions - The discussions focused on several key topics, including the potential of marine resource value, integration of blue economy industries, and the role of Hainan Free Trade Port in developing a China-ASEAN marine tourism and cultural economy [1] - The blue economy partnership aligns with the growing cooperation between China and ASEAN, reflecting shared priorities such as economic growth, security, and sustainability [1]

Group 1 - China's foreign investment flow has ranked among the top three globally for 13 consecutive years, and the stock of foreign investment has maintained a top three position for eight years [1][2] - The 25th China International Investment and Trade Fair (CIFIT) will be held from September 8 to 11 in Xiamen, focusing on "Investing in China," "Chinese Investment," and "International Investment" with over 70 investment-themed activities and 100 presentations [1][3] - Nearly 100 multinational company executives and international investment institution leaders have confirmed their participation in this year's CIFIT, indicating China's significant investment potential [1] Group 2 - Since 2012, China's foreign investment flow has consistently ranked among the top three globally, with over 50,000 enterprises established overseas by the end of 2024, covering 190 countries and regions [2] - China's foreign investment stock exceeds $3 trillion, accounting for 7.2% of global foreign investment, with nearly 80% of investments concentrated in manufacturing, finance, information technology, wholesale and retail, and leasing and business services [2] - Direct investment in Belt and Road Initiative (BRI) countries reached $50.99 billion last year, a 22.9% increase from the previous year, representing 26.5% of China's total foreign investment [2]

Core Viewpoint - The 25th China International Investment and Trade Fair will feature a special session on foreign investment, highlighting China's robust foreign investment growth and its significant role in global investment dynamics [1][2]. Group 1: Foreign Investment Trends - China is both a major recipient and a leading global investor, with foreign investment reaching $162.78 billion in 2024, marking a 10.1% increase from the previous year [1]. - Since 2012, China's foreign investment flow has ranked among the top three globally for 13 consecutive years, with over 50,000 enterprises established abroad across 190 countries and regions by the end of 2024 [1]. - The total foreign investment stock exceeds $3 trillion, maintaining a global top-three position and accounting for 7.2% of the world's foreign investment [1]. Group 2: Sectoral Diversification - China's foreign investment spans 18 sectors, with manufacturing, finance, information technology, wholesale and retail, and leasing and business services making up nearly 80% of the total [2]. - Emerging sectors such as green low-carbon, digital economy, green minerals, and blue economy are also seeing steady investment growth [2]. Group 3: Belt and Road Initiative - Direct investment in Belt and Road Initiative countries reached $50.99 billion last year, a 22.9% increase, representing 26.5% of China's total foreign investment [2]. - By the end of 2024, the investment stock in Belt and Road countries is projected to reach $370 billion, accounting for 11.8% of total foreign investment stock [2]. Group 4: Mutual Benefits - From 2021 to 2024, China's foreign investment is expected to drive nearly $1.2 trillion in goods trade, contributing significantly to employment and tax revenues in host countries [2]. Group 5: Investment Fair Activities - The current investment fair will feature an increase in activities related to foreign investment, including the launch of the foreign investment activity index and various bilateral investment promotion events [3].

潮州饶 平："潮"向深 蓝，让"饶平 鱼"游向世界餐 桌_南方+_南方 plus 在潮州饶平柘林 湾海域，漂浮着 崭新的方格新型 塑胶网箱，这些 边长5米的正方 形网格是饶平县 近浅海传统渔 排"木改塑"示范 项目建设的成 果，将有效解决 近浅海传统木质 渔排"易损坏、 污染大、养殖效 益低"等问题。 饶平县近浅海传统渔排"木改塑"示范项目建设的新型塑胶网箱 而在无人机的视 角下，远处一口 口巨大的加强型 重力式深水网箱 星罗棋布，这些 周长63米的重力 式深水网箱，圈 养着数以万计的 海鮸鱼、云龙斑 鱼、甘鱼等鱼 类。像这样的深 水塑胶网箱，饶 平县已在海上投 放了317口，投 放各类鱼苗420 万尾，预计年产 值达6.5亿元。 一口口网箱犹如 谷满仓满的"海 上粮仓"，成为 潮州"向海洋要 经济"的生动注 脚。 近年来，在广 东"百千万工 程"的壮阔蓝图 上，饶平县通 过"科技赋能、 生态优先、全链 融合"的创新实 践，在海水育 苗、网箱养殖、 临港产业等方面 持续发力，向海 而兴、掘金深 蓝，将蔚蓝海域 转化为丰饶 的"蓝色粮仓" ， 走出了一条生态 效益与经济效益 双赢的高质量发 展之路。 科技赋能， ...

Core Viewpoint - The article highlights the development of Yangjiang's marine economy, focusing on the establishment of modern marine ranching and the integration of various industries to enhance economic growth and sustainability [1][2][3]. Group 1: Marine Ranching Development - Yangjiang has created three national-level marine ranch demonstration zones, including the largest in the country, with a planned seawater aquaculture area of 24,300 hectares and an output of 820,000 tons by 2024, accounting for 21.8% of the province's total [8][9]. - The city has seen a 4.46% increase in seawater aquaculture output in the first half of 2025, reaching 385,000 tons, marking the highest growth rate in five years [9]. - Yangjiang is advancing a project called "34715," which aims to develop a comprehensive marine ranching industry chain and promote the modernization of marine fisheries [25][26]. Group 2: Deep-Sea Aquaculture Initiatives - The city has established three deep-water net cage aquaculture bases, with a total of 955 deep-water cages, ranking second in the province for both quantity and output [33]. - The "Yangxi No. 1" deep-sea comprehensive aquaculture platform project, which includes a main breeding platform and 30 deep-water cages, has begun construction and is designed to withstand severe weather conditions [35][36]. - The "Hailing Island No. 1" ecological marine ranch innovation park project aims to enhance intelligent aquaculture, with an expected output of 1,700 tons and an annual value of nearly 50 million yuan [40]. Group 3: Seed Industry and Technological Advancements - Yangjiang is a significant base for marine seed production, with projections for 2024 to produce 4.5 billion oyster seeds, 8.8 billion shrimp seeds, and over 3.3 billion marine fish seeds, accounting for over 49% of the province's total [49][51]. - The city has established a "Guangdong Provincial Doctoral Workstation" to enhance fish seed quality and production, with an annual output of approximately 300 million fish seeds valued at 100 million yuan [46][48]. - Yangjiang has developed a comprehensive marine seed industry system, with over 1,000 marine seed hatchery enterprises, and aims to create a national model for marine seed industry development [60][64]. Group 4: Integration of Marine Economy and Tourism - The Yangjiang Hailing Island International Seafood Trading Market serves as a vital platform for connecting local seafood with external markets, enhancing the region's economic profile [74]. - The city is promoting the integration of marine ranching with tourism through events like the "Fishing Season" and "Oyster Food Week," aimed at increasing brand awareness and cultural promotion [76][77]. - Yangjiang is exploring new development paths by integrating marine ranching with offshore wind power, involving major state-owned enterprises to enhance the marine economy [79][80]. Group 5: Future Development Plans - By 2030, Yangjiang plans to establish a modern marine ranching area of approximately 131 square kilometers, with an annual output of 1.05 million tons of marine products and a processing rate of 40% [96][97]. - The city aims to transform its traditional "relying on the sea" approach into a strategic "marine economy" development model, contributing significantly to the "New Guangdong" initiative [100][104].

Core Viewpoint - Ningbo Ocean has achieved significant growth in its fleet size and carrying capacity over the past decade, marking a transition from a small fleet to a modern shipping force, with a threefold increase in key metrics [1]. Group 1: Fleet Expansion - Ningbo Ocean's fleet has grown to over 109 vessels with a total deadweight tonnage exceeding 1.7 million tons, representing over a threefold increase in both metrics over ten years [1]. - The company began its fleet expansion in 2015, capitalizing on the integrated port strategy in Zhejiang, which led to a surge in water transport demand [2]. - Between 2015 and 2017, Ningbo Ocean added 11 new container ships with capacities ranging from 13,000 to 40,000 tons, increasing its fleet to 54 vessels and total deadweight tonnage to over 640,000 tons by the end of 2017 [2]. Group 2: Capitalization and Technological Advancement - In 2020, Ningbo Ocean initiated a capitalization process to integrate shipping resources and support the group's "double first-class" construction, leading to its listing on the Shanghai Stock Exchange in December 2022 [3]. - Since 2021, the company has added 21 new vessels, increasing its deadweight tonnage by nearly 600,000 tons and container capacity by over 30,000 TEUs [5]. - The fleet is transitioning towards "green" and "intelligent" technologies, with applications such as smart collision avoidance systems and energy management systems, achieving energy savings of up to 69.6% [5]. Group 3: Global Shipping Network Development - The fleet upgrade has supported the expansion of shipping routes, with new direct routes to Southeast Asia and the opening of trans-Pacific routes starting in 2022 [6]. - By 2024, the company plans to launch container transport routes to the Middle East, further enhancing its international presence [6]. - Currently, Ningbo Ocean operates over 40 shipping routes and more than 100 cargo vessels, connecting domestic coastal areas and major international ports, significantly improving logistics efficiency and industry influence [6].

Core Viewpoint - The acceleration of maritime economic connectivity and cooperation between China and ASEAN is expected to significantly impact sustainable economic development and promote a new regional maritime cooperation framework led by collaboration [1][2]. Group 1: Blue Economy as a Common Market - The construction of a China-ASEAN blue economy common market is seen as a "blue engine" for economic growth and regional economic integration [2][3]. - Currently, approximately 30% of ASEAN countries' GDP comes from the maritime economy, while China's maritime economy contributes about 8% to its GDP. By 2024, China's marine production value is projected to exceed 10 trillion yuan, growing by 5.9% year-on-year [4]. - Investment of $2 trillion to $3.7 trillion in blue economy sectors from 2020 to 2050 could yield net returns of $8.2 trillion to $22.8 trillion, with an investment return rate of 450% to 615% [4]. Group 2: Economic and Trade Cooperation - Since the signing of the China-ASEAN Free Trade Area 1.0 in 2010, trade cooperation has deepened, with China maintaining its position as ASEAN's largest trading partner for 16 consecutive years [5]. - In 2023, the trade volume between China and ASEAN increased 16.8 times over 20 years, but cooperation in the maritime sector remains fragmented [5]. - The share of marine product trade in total bilateral trade is only 0.6%, indicating significant potential for growth [5]. Group 3: Industry Transformation - Both China and ASEAN face the challenge of industrial transformation, particularly in fisheries, where they account for 80% of global aquaculture and 60% of global fish catch [6]. - The demand for renewable energy in the ASEAN region is expected to increase by 3 to 4 times by 2050, with an annual growth rate of about 6% in renewable power installations from 2021 to 2023 [6]. Group 4: Development of Marine Tourism - Developing maritime tourism cooperation is a significant step to meet market demand and promote connectivity in marine industries [6]. - The global cruise tourism market is expected to recover to a growth rate of about 5% by 2028, with China's cruise tourism market projected to reach 14 million passengers by 2030 [6]. Group 5: Marine Fisheries and Renewable Energy Markets - ASEAN is a major producer and exporter of marine products, with 25% of its total exports going to China in 2024 [8]. - China has invested significantly in renewable energy projects in ASEAN, accounting for about 60% of foreign public investment in the region from 2000 to 2020 [10]. Group 6: Infrastructure and Governance - The development of maritime infrastructure is crucial, as ASEAN countries' port infrastructure is lagging behind, with only 2 out of the top 20 global ports located in the region [15]. - The Regional Comprehensive Economic Partnership (RCEP) is seen as a foundational framework for integrating blue economy rules and standards [16]. - Establishing a cooperative governance framework for ecological resource protection is essential for sustainable development in the South China Sea [18].

Group 1: Blue Economy and Sustainable Development - The blue economy is defined as a sustainable marine economy, representing an innovative practice of green development principles in the marine sector [3] - The "Vibrant China Research Tour" highlighted the development paths of the blue economy in Ningbo Zhoushan Port and surrounding areas, showcasing the transformative impact of the "Two Mountains" concept [3] Group 2: Ningbo Zhoushan Port and Green Initiatives - Meishan Port, part of Ningbo Zhoushan Port, is a world-class port with an annual container throughput capacity exceeding 10 million standard containers [5] - The port features the largest scale of automated operational equipment globally, significantly enhancing operational efficiency [5] - Meishan Port has achieved a 100% electrification rate for large equipment, with an 88% clean energy ratio for major loading and unloading equipment [6] - The port has generated over 26 million kilowatt-hours of green electricity, with more than 15.5 million kilowatt-hours consumed [5][6] Group 3: Fishing and Tourism Integration - The integration of fishing and tourism in Xiangshan has revitalized local fishing villages, creating diverse tourism routes that combine fishing, agriculture, and tourism [8][9] - Upgraded fishing facilities have improved the resilience of fish farming against adverse weather, leading to significant income increases for local fishermen, from approximately 50,000 yuan to a maximum of 300,000 yuan annually [9] - The ecological awareness among fishermen has increased, promoting sustainable practices and environmental protection [9][10] Group 4: Coastal Development and Tourism Growth - The completion of the 168.88-kilometer coastal highway in Cangnan County has enhanced accessibility to various ecological resources, linking 31 beaches and multiple natural parks [12] - The highway project emphasizes "light construction" to activate existing resources without extensive redevelopment, resulting in 58 popular tourist spots [13] - During the recent holiday, the coastal area received 1.1212 million visitors, a year-on-year increase of 34.88%, with local businesses experiencing significant revenue growth [13]

Core Viewpoint - Ningbo Ocean Transportation Co., Ltd. has significantly expanded its fleet and operational capacity over the past decade, positioning itself as a key player in the maritime industry, particularly in the context of the integrated development of Zhejiang's marine ports [1][19]. Fleet Expansion and Capacity Growth - The fleet of Ningbo Ocean has surpassed 109 vessels with a total deadweight tonnage exceeding 1.7 million tons, a substantial increase from less than one-third of these figures a decade ago [1]. - The company has added 21 new vessels since 2021, resulting in an increase of nearly 600,000 tons in deadweight tonnage and over 30,000 standard container capacity [11]. Strategic Development and Market Positioning - The company has successfully established a "water-water transfer" logistics network centered around Ningbo Zhoushan Port, enhancing its service capabilities in near-sea, domestic, and internal trade container transportation [7]. - Since 2021, Ningbo Ocean has opened direct shipping routes to Southeast Asian countries and initiated its first trans-Pacific voyage, marking its entry into the deep-sea market [15]. Technological Advancements and Sustainability - Ningbo Ocean is actively integrating advanced technologies into its fleet, including smart ship collision avoidance systems and energy management systems, contributing to a greener and more efficient operation [11][13]. - The company has a significant portion of its fleet, with 28 green energy-efficient vessels, accounting for nearly 54% of its owned fleet, and over 30% of its vessels are classified as smart ships [13]. Competitive Edge and Market Influence - The modernized fleet, characterized by larger container capacities and improved economic efficiency, has strengthened Ningbo Ocean's competitive position in the market [15]. - The company has developed over 40 shipping routes and operates more than 100 cargo vessels, effectively connecting domestic coastal areas with international ports in Japan, South Korea, Southeast Asia, and the Middle East [17].

Core Viewpoint - The report highlights deep-sea technology as a new national strategic industry, emphasizing its importance for resource and national defense security, and its potential to explore the "blue" economy [1][2]. Resource Security - The urgency for China to secure deep-sea resources is underscored, as the U.S. and Japan are accelerating their deep-sea mining efforts. The U.S. has initiated policies to expedite mineral resource development in international seabed areas, while Japan plans to drill for rare earths at a depth of 5,500 meters by 2026 to reduce reliance on China. China's dependency on foreign resources is significant, with over 70% for oil and natural gas, and 78%-95% for strategic minerals like copper, cobalt, and nickel, making deep-sea resources crucial for national security [2]. National Defense Security - The report discusses the need for China to address its "open underwater national gate" security dilemma. The deep sea offers significant advantages for military operations, and establishing a robust deep-sea combat system is essential for implementing a "deep denial" strategy. The U.S. and Japan are actively developing their deep-sea military strategies, while China must enhance its underwater defense capabilities to secure its maritime interests [3]. Blue Economy - The marine economy in China reached a production value of 10.54 trillion yuan in 2024, indicating a substantial market potential. Future growth in the marine economy is expected to be driven by emerging sectors such as offshore fishing, offshore wind power, port shipping, and seawater desalination, alongside improvements in deep-sea technology productivity driven by security needs [3][4]. Deep-Sea Technology Industry Chain - The deep-sea technology industry chain encompasses basic materials to high-end equipment manufacturing, focusing on three core areas: deep diving, deep drilling, and deep networking. Key materials include titanium alloys for deep-sea pressure structures, sonar systems for underwater detection and navigation, and underwater robots for exploration and resource development [4][5]. Investment Recommendations - The report suggests focusing on "situation awareness" capabilities as a foundational aspect of deep-sea development. Companies such as China Marine Defense, Jizhi Co., and Zhongke Haixun are recommended for investment in the initial phase, as they are pivotal in enhancing situational awareness in deep-sea technology [5].