踏上养殖网箱，脚下的平台随着海浪上下摇摆。这一片海域深度大于13米，养殖网箱的深度约为7米，每个网箱 内投放有大概2万尾鱼苗。该片区海洋牧场项目经理陈俊锋向记者介绍："自今年8月首批网箱投产以来，目前已 有13个网箱陆续启用，主要养殖石斑鱼、金鲳鱼。"顺着他手指的方向，成群的石斑鱼在网箱内自在游动，偶尔 跃出海面，一派生机盎然。 相比传统的近岸养殖方式，深远海养殖在大幅提升产能的同时，还可以有效降低人力成本。"以前养这么多鱼要 十几个人，现在一个人就能管一个网箱，省了不少力！"陈俊锋笑着介绍，深海水流急、水质好，养出的鱼肉质 紧实，口感接近野生，在市面上更能卖出好价格。 央广网揭阳12月19日消息（记者 官文清 张顺鹏 徐钡儿）冬日的广东省揭阳市惠来海域，晨雾渐散，微风拂过湛 蓝的海面，泛起粼粼波光。乘船向深海行驶一小时，远方海面上漂浮的"钢铁巨环"逐渐清晰——一个个深远海养 殖网箱如同蓝色宝石镶嵌在海上，构成一片初具规模的"海上牧场"。 "通俗点来说，我们就是把海上风电场占用的海洋空间，同时变成了'水下粮仓'。海上风电场所在区域的水体洁净 无污染，水温恒定在25℃左右，适合章红鱼等鱼种生长；反过来，养殖平台 ...

据了解，今年以来，中国科学院广州分院与广东省科技厅紧密协作，在广东省生产力促进中心及广 州等地市科技局的支持下，围绕生物医药、人工智能、低空经济、合成生物等前沿方向，通过成果路 演、需求调研、视频连线等多种形式，组织科研团队与企业精准对接。全年已组织对接活动超30场，参 与科研院所超过50家、企业超过800家，显著拉近了科研与产业的距离，有效促进了科技创新与产业创 新的深度融合。 本次对接会以"抢占科技制高点 赋能新质生产力"为主题，由中国科学院发展规划局、广东省科技 厅、中国科学院广州分院主办，聚焦大科学装置、低空经济、海洋牧场、人工智能、新型储能、生物医 药以及"百千万工程"等七大重点领域，旨在推动中国科学院的最新优质科技成果在广东转移转化。 在低空经济展区，各类无人机、实时飞控屏幕及反制设备吸引了众多寻求合作的企业；在海洋牧场 展区，"上升流海洋牧场"模型备受关注，玉足海参、紫海胆与马尾藻等在模拟环境中协同生长；在新型 储能领域，可再生能源液氢储能技术、波风光储一体化能源保障系统等系列前沿成果一同展出；在"百 千万工程"专题展区，红螯螯虾、罗氏沼虾等特色水产育种项目以及仿生栽培灵芝等现代农业技术，为 广 ...

Core Insights - The event in Zhanjiang, celebrating the 90th anniversary of Guangdong Ocean University, focused on the development path of the marine economy during the 14th Five-Year Plan period, gathering over 4,000 industry elites and academicians [1][2]. Industry Overview - China's marine economy has surpassed 10 trillion yuan, with deep-sea economy accounting for nearly one-quarter of this total. Guangdong's marine economic output exceeds 2 trillion yuan, leading the nation for 30 consecutive years [2]. - The United Nations predicts that by 2030, the share of the deep-sea economy globally will increase from 5% to 30%, indicating a significant market expansion and the emergence of new industrial patterns [3]. Technological Advancements - AI and remote sensing technologies are rapidly reconstructing the value chain of marine industries. These technologies can provide critical data for fishing and aquaculture, enhancing operational efficiency [3][4]. - New markets with high development potential include aquaculture insurance and methane hydrate exploration, supported by AI and remote sensing for risk assessment and resource identification [5][6]. Talent Development - National marine universities are evolving their training models to better align with industry needs, emphasizing practical experience and interdisciplinary education [10][11]. - The establishment of the "Future Marine Research Institute" at Guangdong Ocean University aims to integrate AI with marine studies, focusing on innovative and sustainable development in marine resources [11][15]. Economic Impact - Zhanjiang's marine production value is projected to reach 623.31 billion yuan in the first half of 2025, reflecting a year-on-year growth of 6.05%, which constitutes 34.41% of the regional GDP [14]. - The event highlighted the need for innovation and talent to drive the next phase of marine economic development, emphasizing the importance of collaboration between academia and industry [16][18].

Market Overview - The global stock markets are showing divergence, with A-shares experiencing a V-shaped reversal, while US stocks recorded a "four consecutive declines" [1] - Despite the major indices in A-shares closing with little change, there is significant internal market divergence, with the Shanghai Composite 50 Index rising by 0.58%, while nearly 4,600 stocks declined, indicating a shift of funds towards blue-chip stocks [1] Stock Performance - Several previously hot stocks, such as Sanmu Group and Hainan Haiyao, experienced significant drops, even hitting the daily limit down, reflecting a notable cooling of short-term speculative sentiment [2] Sector Focus: Aquaculture - Aquaculture stocks surged, with Zhongshui Fishery hitting four consecutive trading limits, and other stocks like Guolian Aquatic Products and Zhangzidao also reaching their daily limits [3] - A report from Changjiang Securities predicts a significant recovery in China's aquaculture industry by 2025, with major aquatic product prices rebounding to historical highs. For instance, the price of grass carp reached 14 yuan per kilogram, up 25% from the beginning of the year [4] Industry Insights - The price recovery is seen as a result of the industry undergoing a necessary adjustment after two years of stockpiling from 2023 to 2024. The development of marine ranching is highlighted as a key driver for sustainable marine fishery development [5] - Coastal provinces in China are establishing national-level marine ranch demonstration zones, focusing on diversified models such as "fishery +", "ecology +", and "new energy +", achieving breakthroughs in various fields [5] Technology Sector: Nvidia Earnings - Nvidia's upcoming earnings report is viewed as a critical event that could influence the trajectory of AI technology stocks. The market expects revenues between $55.2 billion and $56 billion, with a growth rate exceeding 56% [6][7] - If Nvidia's earnings exceed expectations, it could reverse the current "de-risking" sentiment, potentially stabilizing leading AI stocks in the US and impacting Hong Kong tech stocks [8] Broader Market Implications - The A-share technology market is closely tied to global AI industry trends and US tech stock performance. Key signals to watch include the Federal Reserve's potential interest rate cuts in December and the third-quarter earnings of overseas tech stocks, which could significantly affect A-share tech stocks and global risk assets [9]

Core Viewpoint - The aquatic sector in China's stock market has experienced a significant surge, with multiple key stocks hitting the daily limit up, indicating a strong recovery phase for the industry [1][2]. Industry Summary - The aquatic industry in China is entering a recovery cycle, with projections indicating a notable rebound by 2025, as prices for major aquatic products are expected to rise to historical highs [1]. - Specific price increases include grass carp reaching 14 yuan/kg, a 25% increase from the beginning of the year, and prices for specialty aquatic products like California bass and yellow catfish reaching 22.1 yuan/lb and 15.8 yuan/lb, respectively, both surpassing levels seen since 2021 [1]. Market Dynamics - The price recovery is attributed to the necessary digestion of stock from 2023 to 2024, following a period of overproduction [2]. - The development of marine ranching is highlighted as a crucial driver for sustainable growth in marine fisheries, with coastal provinces in China establishing national-level marine ranch demonstration zones [2]. - Innovations in the industry, such as "fishing +", "ecology +", "leisure +", and "new energy +", are yielding breakthroughs that contribute to both economic benefits and ecological protection [2]. Future Outlook - The marine economy is expected to continue developing, with significant growth potential in deep-sea aquaculture [2]. - Upstream feed companies are anticipated to expand their market presence, with leading feed enterprises likely to leverage technological, service, and seed advantages to capture market share [2].

Core Viewpoint - The Southern Marine Laboratory is leading innovations in marine ranching and deep-sea aquaculture technology, contributing to the modernization of marine fisheries and enhancing food security in China [3][7][72]. Group 1: Innovations in Marine Ranching - The Southern Marine Laboratory, in collaboration with Sun Yat-sen University, has developed the "Zhuhai Qin," a new digital intelligent deep-sea aquaculture platform, which will be operational by December in the Zhuhai area [11][12]. - This platform addresses the challenges of traditional cages in harsh sea conditions, offering strong typhoon resistance and lower construction costs, positioning it as a "smart aircraft carrier" for marine aquaculture [13][15]. - The laboratory is also developing a modern comprehensive service platform named "Circumference," aimed at integrating production, living, and ecological functions in marine ranching [25][28]. Group 2: Technological Advancements - The laboratory is advancing a national key research project focused on efficient seawater pond aquaculture technology and ecological farming models, collaborating with nine research institutions [30][31]. - Breakthroughs in breeding technologies for the Pacific white shrimp have led to the cultivation of five new national varieties, significantly reducing reliance on imported shrimp seeds [44][46]. - The laboratory's innovations have resulted in an 80% increase in growth rates and a doubling of disease resistance in cultivated shrimp, with annual sales exceeding 1 trillion shrimp larvae [50][52]. Group 3: Industry Development and Economic Impact - The Southern Marine Laboratory and Zhuhai Marine Group are working together to establish a large-scale sea bass breeding and aquaculture industry, aiming for a 10 billion yuan industry cluster [55][61]. - The laboratory has signed contracts for 13 aquaculture platforms, generating over 100 million yuan in economic benefits for the Zhuhai marine ranching equipment industry [24][25]. - The establishment of high-level scientific platforms, such as the "China-ASEAN Marine Aquaculture Technology" joint laboratory, supports a complete innovation chain from basic research to international cooperation [65][68].

Core Insights - The research team in Huizhou Daya Bay has achieved the world's first full-cycle artificial breeding and mass cultivation of the Seriola dumerili fish, enhancing the variety reserves of Guangdong's marine fishery [1] - Guangdong's marine seed industry is crucial for ensuring the country's "blue granary," with significant advancements in marine breeding technology and a strategic focus on deep-sea aquaculture [1] Group 1: Achievements in Marine Breeding - Guangdong's seawater fish fry production reached 6.796 billion tails in 2024, accounting for about half of the national total, and it ranks first in deep-sea breeding stock reserves [1] - The province has maintained its position as the national leader in the production of marine fish fry and shrimp fry for seven consecutive years [1] - The successful breeding of new marine species, such as the "Zhongxing No. 2" shrimp and "Chenghuang No. 1" scallop, has led to a total of 18 nationally approved marine species, the highest in the country [4] Group 2: Technological Advancements - The transition from traditional breeding methods to biological and intelligent breeding techniques has been pivotal for Guangdong's marine seed industry [1] - The use of molecular markers and big data platforms for breeding has significantly improved efficiency and precision in the breeding process [3] - The development of the "Hailu No. 1" breeding chip for the flower bass and the implementation of "water conditioning" technology to advance spawning periods exemplify the shift towards precision breeding [3] Group 3: Industry Structure and Support - Guangdong is building an integrated system for technological breakthroughs, results transformation, and industrial application in the marine seed industry [5] - The province has established a shared platform attracting 63 excellent marine breeding teams to tackle technical challenges for 28 suitable species [6] - Financial support mechanisms, such as the "Marine Ranch Loan," have been introduced to assist small and medium-sized aquaculture operators, with over 1.1 billion yuan in loans supporting more than 3,000 aquaculture enterprises in 2024 [6][8] Group 4: Market-Driven Research - The close collaboration between industry, academia, and research institutions allows for rapid feedback from market demands to breeding research, creating a cycle where market needs drive breeding efforts [7] - Successful breakthroughs in breeding technologies, such as the artificial breeding of the tropical fish species "Red Melon Grouper," demonstrate the effectiveness of this market-driven approach [7]

Core Insights - Lianjiang County, located in Fuzhou, has a significant advantage in marine resources, with a sea area 2.7 times larger than its land area, leading to high fishery production and value [1] - The county has developed a comprehensive seaweed industry chain, achieving 50% of the national seaweed seedling production and fostering income growth for fishermen [4][6] - Lianjiang is advancing deep-sea ecological aquaculture with modern technology, resulting in substantial production and value from high-quality seafood [8] - The region is also focusing on high-end, green, and intelligent shipbuilding, with local companies innovating in electric, zero-emission yachts [10][11] Group 1 - Lianjiang's total aquatic product output and fishery value rank among the top in the country [1] - The county has cultivated eight seaweed varieties, including "Wubian Kelp," over 60 years, transitioning from reliance on northern species to self-sustaining production [4] - In 2024, Lianjiang is expected to produce 300,000 seaweed seedlings, generating approximately 90 million yuan in value, maintaining its position as the national leader [6] Group 2 - The "Hundred Units of Ten Thousand Tons" deep-sea ecological aquaculture project has introduced 11 deep-sea farming platforms, with a total farming water volume of nearly 180,000 cubic meters, yielding nearly 2,000 tons of quality seafood worth 500 million yuan annually [8] - Lianjiang is enhancing its shipbuilding industry by integrating traditional design elements with modern technology, producing yachts that are now reaching international markets [10] - Local enterprises have achieved breakthroughs in super yacht manufacturing, focusing on electric propulsion and smart driving technology, addressing domestic technological gaps [11]

Core Insights - China is accelerating its transition to a "blue economy," with marine ranching as a core component of modern fishery transformation, evolving from nearshore to deep-sea operations and integrating various sectors such as tourism and renewable energy [1][2] - The central government's 2025 policy document emphasizes support for deep-sea aquaculture and the establishment of marine ranches, marking a critical phase in the national strategy [1][35] - Despite rapid industry expansion, natural disasters and market volatility pose significant risks to sustainable development, necessitating a robust marine ranch insurance system to stabilize the industry and promote blue economic growth [1][2] Marine Ranching Development Background and Current Status - Marine ranching is recognized as a vital pathway for the high-quality development of marine fisheries, contributing to resource conservation and ecological improvement [12][30] - The marine ranching sector in China is evolving, with a projected scale of marine aquaculture insurance reaching 3 billion yuan by 2030 [11][15] - The development of marine ranching is supported by national policies, with significant investments in demonstration zones and a focus on integrating technology and data into risk management [35][46] Risk Analysis of Marine Ranching - Marine ranching faces various risks, primarily categorized into production risks (natural disasters, diseases) and market/social risks (price fluctuations, policy changes) [8][48] - The most significant risks include meteorological disasters (typhoons, storms), marine disasters, and disease outbreaks, which can severely impact production [48][50] - The insurance market for marine aquaculture is characterized by high demand and volatility, with a notable reliance on index-based insurance products to mitigate risks [2][19] Current Status of Marine Ranching Insurance - China's marine aquaculture insurance market exhibits "high demand, high growth, high coverage, high volatility, and high payout" characteristics, with a significant portion of products being weather index-based [2][19] - The insurance landscape is evolving, with a need for improved product design and risk awareness, particularly in provinces like Guangdong, Shandong, and Liaoning, which account for two-thirds of the market [2][19] - International experiences suggest that integrating biosecurity and management capabilities into underwriting processes can enhance risk management for marine ranching [3][15] Future Prospects and Recommendations for Marine Ranching Insurance - The future of marine ranching insurance will likely see innovations that are specialized, intelligent, and ecological, driven by the emergence of new scenarios such as deep-sea net cages and offshore wind farms [3][15] - Establishing a comprehensive risk management framework that includes pre-warning, intervention, and post-compensation services is essential for the sustainable development of marine ranching [3][15] - The integration of insurance with technology and financial services is crucial for creating a robust marine ranching insurance ecosystem that can support China's blue economy [15][35]

Core Insights - The report by Swiss Re focuses on the development status, risk characteristics, and insurance system construction of marine ranches in China, providing comprehensive references for risk protection in marine ranching [1][2][3]. Group 1: Development Background and Current Status - Marine ranching is a crucial component of the marine economy, integrating ecological protection, resource maintenance, and fishery production. It is defined by the construction of fishery ecosystems through artificial reefs and stock enhancement [1][9]. - The Chinese government has strongly supported marine ranch construction, with 189 national-level marine ranch demonstration zones approved by August 2024. The industry shows regional differences, with northern areas focusing on enhancement and recreational types, while southern areas emphasize maintenance types [1][34]. - The value added from China's marine fisheries is projected to reach 488 billion yuan in 2024, accounting for 11.2% of the main marine industries, indicating a shift from resource extraction to ecological maintenance [1][30]. Group 2: Risk Analysis - Marine ranching faces complex risks categorized into production risks and market/social risks. Significant production risks include meteorological disasters (typhoons, heavy rainfall), marine disasters (storm surges, red tides), and disease risks, with over 43% of product losses attributed to typhoons and floods in the past 20 years [2][46]. - Market risks include price fluctuations and fierce competition, while policy risks have a lower impact. New risks associated with deep-sea farming and the integration of marine ranching with wind power also pose potential threats [2][46]. Group 3: Insurance System - The marine ranch insurance system is evolving, primarily centered around aquaculture insurance, with supplementary coverage for facilities, liability, and natural ecological systems. The core insurance product is aquaculture insurance, which is expected to see significant premium growth in 2024 [3][12]. - The insurance products include traditional compensation types, meteorological index types (over 50% market share), and price index types, with Guangdong, Shandong, and Liaoning provinces accounting for two-thirds of the premium share [3][12]. - The natural ecological system insurance focuses on ecological value protection, with pilot projects in marine carbon sink insurance and mangrove insurance, although overall coverage remains low [3][12]. Group 4: Future Development - By 2030, the aquaculture insurance premium is expected to reach 3 billion yuan under neutral scenarios. The trend indicates that meteorological index insurance will become mainstream due to its objective data and efficient compensation [4][12]. - Strengthening risk management through pre-insurance risk surveys and leveraging big data platforms for comprehensive risk monitoring is essential. Collaboration with veterinary and aquaculture technology institutions is also recommended to explore innovative insurance models [4][12].