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国防|政府工作报告首现深海科技,产业政策有望落地
中信证券研究· 2025-03-14 00:15
Core Viewpoint - The 2025 Government Work Report emphasizes the importance of deep-sea technology, indicating a potential increase in policy support and investment opportunities in this sector [2][8]. Group 1: Government Policy and Industry Development - The report introduces "deep-sea technology" as a new focus area, highlighting the government's commitment to the development of emerging industries such as commercial aerospace, low-altitude economy, and deep-sea technology [2][8]. - It is anticipated that both central and local governments will issue supportive policies and industry plans related to deep-sea technology, accelerating the construction of this sector and enhancing the investment value of key companies involved [2][3]. Group 2: Deep-Sea Resources - Deep-sea areas are defined as those with depths exceeding 200 meters, characterized by high pressure, low temperature, darkness, and complex geology. These regions are rich in mineral resources, including polymetallic nodules and hydrothermal sulfides [3]. - The deep-sea mining vessel "Nautilus New Era," launched in 2018, can operate at depths of 2,500 meters and has a cargo capacity of 39,000 tons, showcasing the potential for resource extraction in these depths [3]. Group 3: Technology and Material Requirements - Deep-sea perception and communication technologies primarily utilize acoustic methods due to the rapid attenuation of electromagnetic waves in seawater, with significant market growth expected for fiber optics and acoustic devices [4][5]. - The extreme water pressure at depths of 1,000 meters necessitates the use of titanium alloy for submersible hulls, as traditional materials like aluminum and high-strength steel are inadequate [5][6]. Group 4: Investment Opportunities - The introduction of "deep-sea technology" in the government report suggests a favorable environment for investment in related sectors, particularly in acoustic technology and titanium materials [8].