2026年以来，我国深海科技领域捷报频传，发展势头强劲。期间，多家上市公司披露业绩预增公告，同时在战略合作、产能 扩张、应用场景拓展等方面动作不断，为行业发展注入强劲动能。 在业内人士看来，当前我国深海科技产业正从政策驱动迈向市场与技术双轮驱动的发展新阶段，在深海资源勘探开发、海洋 装备高端制造等领域的价值持续凸显。 海兰信（300065.SZ）预计2025年归母净利润为4000万元至6000万元，同比增幅达387.47%至631.2%。对于业绩大幅增长，该 公司表示，主要得益于公司持续落实"精品战略"，通过提升自主产品占比、优化采购策略，有效推动毛利率提升。同时，该 公司在海底数据中心领域的先发优势，构建了核心技术壁垒，三亚崖州湾项目的成功中标，进一步巩固了其在海洋观探测领 域的行业影响力。 整体来看，随着技术成熟与需求释放，深海科技产业正进入"订单落地、产能释放、生态完善"的良性循环。 大金重工（002487.SZ）预计同期归母净利润达10.5亿元至12亿元，同比增幅121.58%至153.23%，大金重工表示，公司在海外 海上风电市场交付项目的数量和金额均实现快速增长，更高的产品建造标准带来更高的附加值 ...

Core Viewpoint - Hainan aims to increase the number of large-scale high-tech enterprises to 400 this year, promoting a series of initiatives to enhance technological innovation and research capabilities [2]. Group 1: R&D and Innovation Initiatives - The province plans to implement an enterprise R&D reserve fund system and appoint "technology vice presidents" to support companies [2]. - Hainan targets a research and development intensity of 1.8% and a technical contract transaction volume of 9 billion yuan this year [2]. - Major scientific research platforms will be strengthened, including the construction of the Yazhou Bay National Laboratory and other significant innovation platforms [2]. Group 2: Key Technology Focus Areas - The province will focus on key technology breakthroughs in four leading industries, characteristic industries, and future industries [2]. - There will be an emphasis on the application of artificial intelligence and digital technology in economic development and social governance [2]. - New business models will be developed to empower industry transformation in biotechnology, clean energy, and deep-sea technology [2]. Group 3: Reform and Collaboration - Reforms will be implemented to enhance the management of scientific achievements and facilitate the transformation of research outcomes [2]. - Hainan aims to attract at least one international scientific organization or foreign R&D institution to establish operations in the province [3]. - The province will strengthen technological cooperation with innovation hubs such as the Guangdong-Hong Kong-Macao Greater Bay Area and the Yangtze River Economic Belt [3].

Company Developments - Odyssey Marine Exploration (OMEX.us) has experienced significant stock price fluctuations since January 2026, with notable increases of 5.13% on January 9, closing at $2.36, and 5.09% on January 2, closing at $2.06, with trading volumes of 313,800 shares and a price fluctuation of 6.25% [1] - The company continues to focus on deep-sea exploration, including projects related to phosphorite and polymetallic nodules. In 2025, it successfully deployed an autonomous benthic micro lander at a depth of approximately 4,900 meters in the Cook Islands' exclusive economic zone for environmental data collection to support seabed mineral resource assessment [2] Industry Policy Context - The marine economy policy has gained attention in 2026, with Guangdong Province promoting high-quality development in this sector. Institutions like Galaxy Securities have indicated that deep-sea technology may become a growth point for emerging industries. Such policies could indirectly impact the deep-sea exploration industry, although specific project progress by the company should be monitored [3]

而在公司股价疯涨期间，杨建忠、巨力集团等股东频频质押股权，长期套现金额更是远超过公司上市以 来的利润。 公司亲自"拆台"，澄清假消息 巨力索具的公告，主要讲了两点，一是之前网传流传的言论都是假的，公司从来没有接受过采访说那些 话。 具体包括，称公司是"商业航天的新龙头"、"火箭回收龙头"、"文章将巨力索具指认为A 股唯一被官方 实锤，为该技术提供核心产品的上市公司，是火箭回收网的直接缔造者。"等等。 作者 | 刘一 编辑 | 张恺翀 2月12日，最近爆火的巨力索具一字跌停，股价报收17.15元/股，跌幅10.02%。 一切因它昨晚发了一则澄清公告，撇清了"商业航天的新龙头"、"火箭回收龙头"等亮眼头衔。这只不到 2个月，股价狂飙3倍的妖股，熄火了。 | 近日,公司关注到有关媒体在网络上流传关于巨力索具股份有限公司(以下 | | --- | | 简称"公司"）的不实言论,称公司是"商业航天的新龙头"、"火箭回收龙头"、 | | "文章将巨力索具指认为-A 股唯一被官方实锤,为该技术提供核心产品的上市公 | | 司,是火箭回收网的直接缔造者。"、"中标了4.58亿的海南火箭海上回收系统 | | 项目"、"航天领域 ...

每日｜荐读 热文： 谁押中了沐曦股份？ 荐读： 2025募资市场年度观察：一年聊过239家LP的真实感受 荐读： 2025年IPO退出盘点：哪些GP赚钱了？ 热文： 投资人"忙疯了" 2月9日，目标规模100亿，总规模30亿元的湖南金芙蓉高创空天海洋产业发展基金合伙企业（有 限合伙）（简称"空天海洋基金"）签约落地开福区。9日下午，一季度16个重点项目集中签约， 涉及半导体、航空航天、智能制造、数字经济、现代物流等优势产业。 据悉，金芙蓉高创空天海洋产业发展基金总部项目落地开福区东风路街道兴湘国科科创园，组建总 规模30亿元的空天海洋基金，重点投向为低空经济、商业航天、深海科技和国防智能化等相关领 域。 来源：开福商务 ...

Core Viewpoint - Deep-sea technology is crucial for transforming potential resource advantages into real productivity, playing a significant role in economic development and ensuring national resource security [1][5]. Group 1: Definition and System of Deep-Sea Technology - Deep-sea technology refers to a series of scientific technologies and equipment systems used for exploring, researching, and developing deep-sea resources, typically below 200 meters [1]. - The essence of deep-sea technology lies in systematic technological innovation, transforming the deep sea from a cognitive blank area into a sustainable development space [2]. - The internal system of deep-sea technology includes three core dimensions: scientific cognition, engineering technology, and industrial application, which support and develop together with policy evolution [2]. Group 2: Current Development Status of Deep-Sea Technology - The deep sea is increasingly recognized as a strategic space for ensuring national resource security as land resources deplete [4]. - China's marine economy has shown strong growth, with an estimated marine economic output of approximately 5.1 trillion yuan in the first half of 2025, reflecting a year-on-year increase of about 5.8% [4]. - The rapid development of deep-sea technology in China over the past decade is unprecedented domestically and considered a miracle in international technological history [5]. Group 3: Market Size and Growth Projections - The market size of China's deep-sea technology is projected to be approximately 2.7 trillion yuan by 2025, with an expected increase to about 2.92 trillion yuan by 2026 [5]. Group 4: Industry Chain of Deep-Sea Technology - The deep-sea technology industry chain consists of a complete structure from upstream raw materials and components to midstream equipment manufacturing and downstream diverse applications [6]. - Upstream includes key raw materials like titanium alloys and special steel, while midstream focuses on deep-sea detection and operational equipment manufacturing [6]. Group 5: Development Environment and Policies - The deep-sea technology sector is receiving significant attention and support from the government, with multiple policies encouraging its development and innovation [6]. - The 2025 Government Work Report explicitly mentions promoting deep-sea technology as a new emerging industry [6]. Group 6: Competitive Landscape - Major companies in the deep-sea technology sector include China CRRC, China Shipbuilding, and Zhenhua Heavy Industries, focusing on deep-sea detection, resource development, and comprehensive systems [7]. - China CRRC has established a presence in the deep-sea robotics sector and reported revenues of approximately 183.87 billion yuan in the first three quarters of 2025 [8]. - Zhenhua Heavy Industries has made significant advancements in intelligent marine engineering equipment, achieving revenues of about 34.46 billion yuan in 2024, with a year-on-year growth of 4.62% [9]. Group 7: Development Strategies - The development of deep-sea technology is a strategic choice for China to overcome resource constraints and expand development space, contributing to the goal of building a marine power and sustainable development [10]. - The industry is expected to evolve towards interdisciplinary integration, collaborative efficiency across the entire chain, and participation in global governance [10].

Group 1: Key Insights on the Robotics Industry - Quadruped robots, known as "machine dogs," have strong environmental adaptability and have entered the commercialization phase, excelling in tasks where wheeled or tracked robots struggle [10] - The market for machine dogs is expected to grow significantly due to diverse application scenarios, including defense, industrial use, emergency rescue, and consumer household applications [10] - The machine dog industry is experiencing global competition, with domestic brands currently holding a dominant position, and over 50 domestic companies are now involved in the market [10] Group 2: Key Insights on the Utilities Sector - In the thermal power sector, both coal and electricity prices are declining, which is expected to stabilize revenue through capacity pricing, while coal prices are projected to average 697 RMB/ton in 2025, a decrease of 18.47% year-on-year [10] - Hydropower utilization hours are expected to increase in 2025, with a projected annual utilization of 3367 hours, benefiting from improved water conditions and reduced financial costs due to interest rate cuts [10] - Nuclear power is anticipated to maintain high utilization hours, with a projected 7809 hours in 2025, although performance may be impacted by declining market electricity prices [10] Group 3: Investment Recommendations - For thermal power, recommended companies include Guodian Power, Inner Mongolia Huadian, and Huaneng International Power, which are expected to benefit from stable profitability [10] - In the hydropower sector, companies like Yangtze Power and State Power Investment are recommended due to their expected stable growth in generation capacity [10] - In the natural gas sector, long-term prospects are positive for companies like Kunlun Energy and New Hope Energy, as cost reductions and demand recovery are anticipated [10]

Core Insights - The article highlights the journey of a technology company founded by graduates from Harbin Engineering University, focusing on underwater robots for practical applications, particularly in ship cleaning [1][3][4]. Group 1: Company Background and Development - The company was established in 2019 in Weihai, China, by a group of young engineers specializing in underwater robotics, exploring various applications such as sea cucumber harvesting and pool cleaning before settling on ship cleaning as a viable business model [1][4]. - The fifth-generation underwater robot is currently operating in the challenging waters of the Singapore Strait, showcasing the company's growth and technological advancements over five years [1][10]. Group 2: Business Model and Market Demand - The decision to focus on ship cleaning stems from the realization that shipping companies prioritize cost savings, particularly in fuel consumption, which can be significantly impacted by marine growth on ship hulls [5][16]. - The robots are designed for efficiency and reliability rather than complex features, meeting the industry's demand for stable performance in challenging conditions [7][16]. Group 3: Technological Innovation and Testing - The geographical advantage of Weihai, with its proximity to a deep-water testing facility, has accelerated the company's R&D process, allowing for rapid prototyping and testing of their robots [8][19]. - The company has successfully completed operations with its fourth-generation robot in Singapore, with the fifth generation on its way, demonstrating a commitment to continuous improvement and innovation [10][20]. Group 4: Strategic Positioning and Future Goals - Operating in the Singapore Strait, one of the busiest shipping lanes, presents both a challenge and an opportunity for the company, validating its technology in demanding conditions [11][13]. - The company's goals align with national strategies for deep-sea technology development, aiming to expand its market globally while also contributing to national strategic needs in deep-sea exploration [14][22]. Group 5: Collaborative Environment - Weihai's strong network of marine-related industries and academic institutions fosters collaboration, enabling the company to solve technical challenges efficiently [18][19]. - Government support and the availability of a national testing facility have been crucial in providing the necessary resources for the company's growth and innovation [20].

Group 1 - The deep-sea technology index experienced a strong surge on February 4, with significant gains in several companies [1] - CIMC Group, ShenKong Co., and JuLi Rigging all reached the daily limit increase [1] - Keli Co. and QianNeng HengXin saw their stock prices rise by over 8% [1]

| 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | no | 4067.74c | 51.99 | 1.29% | | 399001 | 深证成指 | m | 14127.11c | 302.75 | 2.19% | | 399006 | 创业板指 | mile | 3324.89c | 60.78 | 1.86% | | 000680 | 科创综指 | mil | 1803.14c | 42.92 | 2.44% | 盘面上，光伏产业链爆发，太空光伏方向领涨；算力硬件概念股活跃，CPO方向涨幅靠前；商业航天、深海科技、特高压、AI应用题材表现 强势。 具体来看，光伏设备概念集体爆发，帝科股份、海优新材等多股涨停。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 301636 | 泽润新能 | +20.01% | 74.56 | | 300842 | 帝科股份 | +20.00% | 123.97 | | 688616 | 奥特维 ...