海洋数字化
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点亮科技树,新兴未来产业图谱系列(1):驶向深蓝,深海科技浪潮将至
Changjiang Securities· 2025-11-06 08:44
Core Insights - The report highlights that deep-sea technology is expected to seize significant opportunities due to the resonance between policy planning and industry trends. The 2025 Government Work Report has for the first time included deep-sea technology as a strategic emerging industry alongside commercial aerospace and low-altitude economy, emphasizing the promotion of safe and healthy development of emerging industries [4][16][23] - The report suggests focusing on three core investment themes: 1) Deep-sea equipment, 2) Marine digitalization, and 3) Deep-sea wind power [4][8][36] Policy Support - National policies have clearly defined deep-sea technology as a strategic emerging industry, with a shift from technological exploration to marine economic development. The 2025 Government Work Report emphasizes the promotion of deep-sea technology alongside other emerging industries [7][16][20] - Local governments are actively supporting the development of marine industries through funding, technology platform construction, and industrial cluster development [24][27] Industry Trends - The report indicates that by 2024, China's marine production value is expected to exceed 10 trillion yuan, with a year-on-year growth of 5.9% in constant prices. The deep-sea technology sector is anticipated to continue expanding, driven by domestic technological breakthroughs [20][36] - The deep-sea technology industry is characterized by the "three deep" technologies: deep diving, deep drilling, and deep networking, which are essential for resource development, scientific research, and national defense applications [32][34] Investment Opportunities - The investment landscape is categorized into three main segments: 1) Breakthroughs in deep-sea equipment technology, particularly in manned submersibles and autonomous underwater vehicles, 2) Marine digitalization, with underwater data centers achieving energy savings of over 30%, and 3) Deep-sea wind power, which is entering a critical window for large-scale development [8][36][42] - The report emphasizes the importance of domestic technological breakthroughs in deep-sea technology, which are expected to facilitate the transition from technology validation to large-scale implementation [42][43]
经略海洋,向海图强!青岛海洋数字化之路上的联通“三剑客”
Qi Lu Wan Bao Wang· 2025-07-07 15:17
Core Viewpoint - The article emphasizes the importance of marine communication networks in supporting the development of Qingdao as a modern marine city, highlighting the efforts of Qingdao Unicom in enhancing network coverage and technology innovation to facilitate the growth of the marine economy [1][12]. Group 1: Marine Communication Network Development - Qingdao is focusing on building a modern marine industry system and expanding its marine economy, with a strong emphasis on enhancing marine communication networks [1]. - Qingdao Unicom has achieved 5G coverage in nearshore areas, with download speeds reaching 44.9 Mbps and upload speeds of 2.75 Mbps at depths of nearly 100 km offshore [1]. - The integration of 5G technology with broadband satellite communication has created a comprehensive "land-sea-air" network, addressing communication challenges at sea [1]. Group 2: Contributions of Key Individuals - Wang Jun and Teng Jing have dedicated 30 years to ensuring reliable communication on Ling Shan Island, significantly improving the local communication network [2][3]. - Wang Jun has been instrumental in establishing the island's fixed-line virtual network and has worked tirelessly to maintain communication services under challenging conditions [3][4]. - Liu Decai has led the deployment of communication base stations on Qianliyan Island, overcoming environmental challenges to connect the island to modern communication networks [10][11]. Group 3: Impact on Local Economy and Society - The efforts of Qingdao Unicom employees have transformed Ling Shan Island from an "information island" to a connected community, enhancing the quality of life for residents and boosting local tourism and economic activities [5][12]. - The completion of the wireless network coverage in the main channel of Qingdao Port marks a significant milestone in achieving high-speed connectivity across multiple islands, facilitating better communication and economic integration [11][12]. Group 4: International Communication Infrastructure - Qingdao serves as a crucial landing point for international submarine cables, enhancing its role as an important hub for global internet connectivity [6][7]. - The maintenance and protection of these submarine cables are vital for ensuring the stability of international communication networks, with dedicated teams working to safeguard these critical infrastructures [7][8].