Investment Rating - The report indicates that the deep-sea economy is positioned as a strategic emerging industry and is expected to accelerate in scale and cluster development, driven by technological breakthroughs and policy support [2][19]. Core Insights - The deep-sea economy is transitioning from technological validation to commercialization, becoming a core area of strategic competition in emerging industries, with China gaining a local leading advantage in deep-sea equipment and resource exploration [2][6]. - The global deep-sea economy is characterized by a complex industrial chain that includes upstream resource exploration, midstream equipment manufacturing, and downstream application expansion, with a focus on balancing ecological protection and sustainable development [7][18]. - The report highlights the strategic importance of deep-sea resources, which are seen as a new battleground for global competition, with various countries enhancing their strategic frameworks and investments in deep-sea technologies [6][11]. Summary by Sections 1. Overview and Current Status of the Deep-Sea Economy - The deep-sea economy encompasses diverse industrial clusters formed through the development and utilization of deep-sea resources, which are rich in minerals, oil, gas, and biological resources [3][4]. - The deep-sea is defined as waters deeper than 200 meters, with varying definitions across different fields, and is characterized by extreme conditions that require advanced technology for resource extraction [3][5]. 2. Industrial Chain Analysis - The deep-sea economy's industrial chain is structured as "upstream support - midstream core equipment - downstream application expansion," with a focus on technological complexity and military-civil fusion [7][8]. - The report notes significant growth in the titanium alloy market, projected to reach $15.8 billion by 2024, with a year-on-year increase of 13.7% [8]. 3. Global and Chinese Market Competition Landscape - The report compares the strategic frameworks of various countries, noting that the U.S. emphasizes unilateralism and has developed a comprehensive technology system for deep-sea exploration and mining [11][12]. - China has established a policy framework that includes legal guarantees, strategic guidance, and financial support, positioning deep-sea technology as a key emerging industry [14][19]. 4. Development Prospects and Challenges of China's Deep-Sea Economy - The report emphasizes the strategic value of deep-sea resources for national security and the need for a robust policy framework to support industry growth [19][20]. - Emerging fields such as offshore wind power and marine pharmaceuticals are highlighted as areas for potential growth, with a focus on integrating advanced technologies like AI and big data into the deep-sea economy [20].

2025年12月29日，巨力索具股份有限公司（以下简称"公司"）以特定对象调研及现场参观形式接待了机 构投资者。参与本次调研的机构包括长盛基金、天弘基金共2家，公司董事会秘书张云负责接待并与投 资者进行互动交流。 参观展厅并介绍基本面概况 调研活动伊始，张云陪同来访机构参观了公司文化及产品展厅，简要介绍了公司基本面情况，并结合产 品展厅展示内容，对公司主要产品、承接的工程案例及下游客户情况进行了说明。 互动交流聚焦四大核心议题 在随后的互动交流环节，投资者围绕公司业务布局、战略规划等核心问题展开提问，张云逐一回应。 海外战略：多船级社认证支撑全球布局 在海外战略方面，张云表示，"走出去"是公司营收增长的重要组成部分。公司通过强化国际化布局、依 托"一带一路"倡议及新能源领域需求，形成多维度业务拓展模式，并通过国际展会及DNV、ABS、LR 等8家船级社工厂认可提升品牌溢价。目前，公司销售网络已覆盖全球100多个国家和地区，报告期内承 接了沙特法赫德国王体育场、沙特吉达体育场、塞尔维亚国家体育场馆等项目。未来，公司将重点拓展 中东、东南亚市场，通过现有项目"以点带面"辐射周边，随着"一带一路"政策推进，海外营收 ...

证券代码：002342 证券简称：巨力索具 巨力索具股份有限公司 投资者关系活动记录表 编号：【2025】004 投资者关系 活动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □ 一对一沟通 ■其他 （请文字说明其他活动内容） 线上投资者会议 接待时间 2025 年 12 月 18 日 接待地点 线上 接待人员 董事会秘书张云 接待对象 建信基金、国金资管、深圳红筹投资、深圳市前海辰星、上海天驷资 产管理有限公司、上海益昶资产管理有限公司、深圳市尚诚资产管理 有限责任公司、深圳市中兴威投资管理有限公司、上海注杨资产管理 有限公司、上海天猊投资 投资者关系活动 主要内容介绍 一、简要介绍公司基本情况 公司总部位于河北省保定市徐水区，从 85 年建厂到现在已有 40 年的历史。公司占地规模 1700 余亩，现已形成了保定产区、孟州产 区并驾齐驱的两大生产基地，未来还将在天津建设第三大生产基地。 公司主要从事索具产品的研发、设计、制造与销售，目前现已形 成了十大系列产品上万个产品规格型号，产品广泛应用于制造业、采 矿业、建筑业和交通运输业，涉及冶金、矿山、钢铁、 ...

格隆汇12月16日丨中毅达(600610.SH)在投资者互动平台表示，公司在深海经济领域没有相关布局。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：安东 ...

会议认为，资本市场在经济运行中的财富效应与预期管理作用十分关键。股市稳健运行有助于提升居民 财产性收入，增强消费能力和消费信心，从而对扩大内需形成正向拉动，成为经济复苏过程中不可忽视 的重要力量。在此背景下，资本市场若能实现平稳健康发展，将进一步强化经济循环的良性机制。 在对明年的经济工作部署方面，会议提出要继续把扩大内需作为重点方向，通过提振消费专项行动、城 乡居民增收计划以及相关政策优化，进一步增强消费对经济增长的贡献。创新驱动仍被视为经济发展的 核心动力之一。会议提出要加快培育壮大新动能，建设北京、上海和粤港澳大湾区国际科技创新中心， 大力发展新质生产力。这些部署对于人工智能、固态电池、生物医药、深海经济等新兴领域都具有重要 的指导意义，科技产业也因此有望继续成为2026年的关键发展方向，并在资本市场中保持较高的关注 度。 在结构改革方面，会议强调要深化改革攻坚，提升高质量发展的动力与活力。对于产能过剩较为突出的 行业，将继续推进去产能和行业结构优化，以促进光伏、算力、汽车、锂电池等产业的高质量发展。在 扩大高水平开放方面，会议提出要推动制度型开放，扩大服务业自主开放空间，优化自由贸易试验区布 局，扎实 ...

Core Viewpoint - Rizhao Port has no current plans regarding initiatives in the "deep-sea economy" sector, as stated in response to an investor inquiry [1] Group 1 - An investor inquired about Rizhao Port's specific measures in the "deep-sea economy" [1] - Rizhao Port acknowledged the inquiry and confirmed the absence of related plans [1]

Market Overview - The A-share market showed divergence on December 9, with the Shanghai Composite Index down 0.13% to 3918.83 points, while the Shenzhen Component Index rose 0.09% and the ChiNext Index increased by 1.07% [1] - The total trading volume in the A-share market reached 1.26 trillion yuan [1] Industry Developments - Nvidia is expected to re-enter the Chinese market, as the U.S. government announced it would allow Nvidia to sell its H200 AI chips to China, imposing a 25% fee per chip. This arrangement will also apply to other AI chip companies like AMD and Intel [3] - The Fujian Province's action plan for the electric ship industry (2026-2028) supports the construction and operation of electric sightseeing boats and ferries, particularly in the Xiamen-Kinmen route [3] - The Xiamen municipal measures to promote the integrated circuit industry include subsidies for companies involved in core equipment and key materials for semiconductor manufacturing [3] Sector Performance - The CPO concept stocks saw a resurgence, with companies like Shaanxi Huada and Dekeli leading the gains, while Fujian local stocks such as Anji Food and Longzhou Co. also experienced significant short-term increases [4] - The telecommunications sector led the market with an average increase of 3.82%, while coal and non-ferrous metals sectors saw declines of 1.87% and 1.72%, respectively [5] Company Insights - China Shipbuilding is recognized as the largest and most comprehensive listed shipbuilding giant globally, positioning it well to capitalize on the upturn in the global shipbuilding industry [8] - China Power's low-speed machinery products are essential for ocean-going vessels and are expected to benefit from the improving shipbuilding industry [8] - China Marine Defense, a leader in underwater defense equipment, is anticipated to expand its business in the context of rising demand for unmanned technologies [9] - China Shipbuilding Defense's products related to marine engineering platforms and wind power installation vessels are expected to benefit significantly from the national "deep-sea economy" strategy [9]

光大银行深圳分行行长尚文程介绍，为支持新质生产力发展，今年光大银行在深圳探索打造了专属的投 贷联动服务模式，针对科创企业的各期募资安排来匹配有节奏的信贷投放，重点对芯片、先进通信、先 进制造等关键领域以及国家重大基础设施建设加大了服务支持力度。"下一步，我们将结合粤港澳大湾 区综合金融服务方案，坚持以客户为中心，为企业提供贯穿初创、成长、成熟等各阶段的陪伴式金融服 务。"尚文程表示。 ■本报记者 郝飞 为全力服务粤港澳大湾区协调发展，日前，光大银行在深圳举办"走进大湾区"金融服务推介会。该推介 会围绕区域发展、银企合作等议题深入交流，强化产融协同，为大湾区高质量发展注入金融动能。 目前，大湾区形成了以广州、深圳、香港为核心的贸易中心、科创中心和金融中心，并进一步在产业转 型升级、区域协调发展、国内国际双循环等方面加力推进，落实新发展理念，构建新发展格局。 光大金融研究院院长马波表示，光大银行紧扣"十五五"规划建议中"促进区域协调发展"的相关要求，专 项打造《粤港澳大湾区综合金融服务方案》，重点围绕科技创新、跨境金融、内外贸易、区域协调发展 等四个领域，服务大湾区提升高质量发展动力源作用。在科创领域，光大银行针 ...

Market Overview - A-shares experienced a mixed performance on November 27, with the Shanghai Composite Index rising by 0.49% to 3883.01 points and the Shenzhen Component Index increasing by 0.38% to 12956.99 points, while the ChiNext Index rose by 0.56% to 3061.79 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.09 trillion yuan, a decrease of 46.6 billion yuan compared to the previous trading day [1] Sector Performance - The consumer electronics sector showed strong performance, with stocks like Furi Electronics and Kosen Technology hitting the daily limit [1] - The organic silicon sector also saw gains, with Hongbai New Materials and Chenguang New Materials reaching the daily limit [1] - The computing hardware stocks continued their strong trend, with Jin'an International and Woge Optoelectronics hitting the daily limit [1] - Conversely, the AI application sector faced adjustments, with Kaichun Co. dropping over 10%, and the film and television sector also saw declines, with Huanrui Century hitting the limit down and Shanghai Film falling nearly 7% [1][2] Institutional Insights - CITIC Securities noted that the robotics sector is entering a phase of consolidation after significant adjustments in October, with key developments such as Tesla's Optimus mass production orders supporting market expectations [3] - Galaxy Securities highlighted investment opportunities in the machinery equipment sector, focusing on AI-related technologies, emerging industries emphasized in the 14th Five-Year Plan, and selecting high-quality stocks based on cyclical characteristics [3] Economic Data - The National Bureau of Statistics reported that from January to October, the total profit of industrial enterprises above designated size reached 59,502.9 billion yuan, reflecting a year-on-year increase of 1.9% [5] - The profit breakdown showed that state-owned enterprises maintained profits at 18,490.2 billion yuan, while private enterprises saw a profit increase of 1.9% to 16,995.6 billion yuan [5] Regulatory Developments - The National Development and Reform Commission held a meeting to address issues of price disorder in competition, emphasizing the need for standards to regulate pricing behaviors and maintain market order [6]

Market Overview - A total of 13 stocks had closing orders exceeding 100 million yuan today, indicating strong market interest [2] - The top three stocks by closing order volume were Haiou Zhugong (855,800 hands), Shida Group (750,400 hands), and Huaci Co., Ltd. (229,100 hands) [2] Stock Performance - Huaci Co., Ltd. experienced a significant price movement, with a cumulative increase of 44.87% over the last six trading days, including five limit-up days and one limit-down day [2] - The stock's trading volume today was 1.67 billion yuan, with a net buying amount of 10.59 million yuan [2] Sector Highlights Aquaculture Sector - Zhongshui Fishery and Zanzida Island were among the stocks that hit the limit-up today, with Zhongshui Fishery actively engaging in deep-sea economic development and sustainable marine resource projects [3] - Zanzida Island has a national-level marine ranch demonstration area of 940 square kilometers and an annual processing capacity exceeding 60,000 tons [3] Cultural Media Sector - Stocks such as E-Dian Tianxia, Xinhua Du, and Visual China saw limit-up performance, with E-Dian Tianxia achieving an average of 220 billion daily advertising requests [4] - Guiguang Network is the only operator in Guizhou with full communication licenses, establishing a comprehensive broadband network [4] Humanoid Robotics Sector - Shida Group is investing 16.72 million yuan to build a data collection factory for humanoid intelligent robots, responding to the growing demand for data training sets [5] - Longxi Co., Ltd. holds over 75% market share in the joint bearing sector and supplies core components to companies like Tesla [5] Institutional Investment - Six stocks on the Dragon and Tiger list had net buying amounts exceeding 100 million yuan, with Tianhua New Energy leading at 372 million yuan [6] - Institutional net buying was prominent in Tianhua New Energy, E-Dian Tianxia, and Annie Co., Ltd., with net buying amounts of 288 million yuan, 86.43 million yuan, and 30.80 million yuan respectively [7] ETF Performance - The Food and Beverage ETF (product code: 515170) saw a decrease of 1.88% over the past five days, with a net redemption of 31.43 million yuan [9] - The Game ETF (product code: 159869) decreased by 3.98%, with a net redemption of 250 million yuan [9] - The Science and Technology 50 ETF (product code: 588000) decreased by 5.59%, but saw an increase in shares by 540 million [9]