投资者关系活动记录表 编号：2025-02 证券代码：300670 证券简称：大烨智能 江苏大烨智能电气股份有限公司 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 □其他 参与单位名 称（排名不 分先后） 方正证券、华设集团、嘉植基金、中信建投、福圣达、衡堪投资、 东兴证券、苏豪投资、苍之羽私募、中信证券、极星私募、投行之 家 时间 2025 年 11 月 21 日（星期五） 地点 公司会议室 上市公司接 待人员姓名 董事长、总经理：陈杰 董事、副总经理、董事会秘书：任长根 证券事务代表：林忠杰 投资者关系 活动主要内 容介绍 一、现场参观 参观公司展厅、介绍公司企业文化、发展历程和整体业务布局。 二、问答交流摘要 1、问：据公司披露的公告，公司将船舶锦华 01、锦华 02 以光船 租赁的形式出租给承租方 OOS，承租方是否具备船舶运营经验以及 租金支付能力？ 答：承租方 OOS 深耕巴西市场多年，拥有丰富的海上油气服务平台 运营管理经验，具备相应的船舶租赁及运营资质，承租方已与巴西 国家石油公司签署了油气服务平台运营管理合同，具备租金 ...

第一是海洋工程能力。海上经济行为陆地经济行为的最大区别在于物理空间的可依赖性。海上桥梁、海 底隧道、海上平台、钻井设施等工程建设，是一切海上经济行为的物理空间前提。没有工程能力，海洋 空间无法成为可持续利用的生产空间。 HBR中国专家撰稿人，大成律师事务所律师合伙人，周华 过去十余年，大量产业投融资和企业顾问工作都围绕着"行业是否具备未来增长空间"展开。产业链能否 扩张、政策是否支持、资本是否愿意投入，以及资本市场对海洋新质生产力的认可，这些都是判断一个 行业潜力的重要参考。在梳理长期政策与产业演变的过程中，海洋经济的价值凸显出来。 海洋经济增长的三大方向 要真正推动海洋经济发展，基础建设能力必须先行，其核心可概括为三个方面，这三方面也是未来一段 时间海洋经济增长的重点： 第二是海洋装备体系。包括船舶、海工装备、海底机器人、海上风电设备、深海采矿装备、无人艇等。 这些装备决定了在海洋空间中可以作业的范围、深度和效率，也是产业能否落地和产业链能否延展的关 键。 第三是海洋新基建。海底电缆、海洋监测网络、智能传感系统、海洋数据采集与传输能力，以及基于海 量数据训练的专业大模型，正在使海洋从"难以观测、难以计算"逐 ...

央广网南京11月21日消息（记者顾炀威）日前，《中共中央关于制定国民经济和社会发展第十五个五年 规划的建议》发布，其中指出，加强海洋开发利用保护。坚持陆海统筹，提高经略海洋能力，推动海洋 经济高质量发展，加快建设海洋强国。 2024年，江苏省海洋生产总值首次突破"万亿大关"，达10046.2亿元，占全省地区生产总值比重达 7.3%。海洋经济成为推动区域发展的重要引擎。在这一背景下，作为新亚欧大陆桥东方桥头堡的连云 港，正迎来向海图强的黄金时代。 陆海统筹 提升经略海洋能力 "我们将加快国际班列扩量提质，构建跨里海运输通道集结中心，深度融入长三角发展。"连云港港口控 股集团总裁颜东表示，集团将以国际枢纽港、综合物流港、产业集聚港、智慧绿色港、贸易服务港五大 目标融入国家战略。 在产业创新方面，"十四五"期间连云港取得显著成效。南极磷虾船"深蓝号"实现江苏省远洋捕捞"从无 到有"的突破，全球首艘自航封闭式三文鱼养殖工船"苏海1号"成功交付，展现出深远海开发的巨大潜 力。 孙军建议，在海洋工程装备领域，连云港可重点发展海上风电安装维护平台、深海养殖工船、LNG配 套装备等特色细分领域；在海洋生物医药领域，应依托南极 ...

Core Insights - The 2025 Xiamen International Ocean Week is set to take place from November 6 to 12, featuring project signings, forums, and cultural activities, highlighting marine achievements and innovative ideas [1][2] Group 1: Innovation - The Ocean Week serves as a platform to showcase marine development achievements [3] - A significant outcome of the event is the release of the "Deep Sea Habitat Intelligent Cognition and Exploration Multimodal Model," marking a breakthrough in deep-sea science and AI integration, developed by various Chinese research institutions [4] - The "Kanhai" end-to-end AI ocean model was also launched, enabling comprehensive observation and prediction of ocean conditions, having completed its development and deployment [4] Group 2: Connectivity - The Ocean Week connects government, research, enterprises, and finance, facilitating practical cooperation in the blue economy between China and Europe [7] - The establishment of the China-Europe Blue Development Investment Fund aims to accelerate the industrialization of marine technology achievements, with an initial fundraising target of €2 billion and a corresponding 10 billion RMB fund [7][8] - A total of 19 projects were signed during the event, with a combined value exceeding 139 billion RMB [8] Group 3: Deep Sea - The deep sea is gaining increased attention, with various activities focusing on deep-sea habitat models and the establishment of a deep-sea biological manufacturing innovation center [8][9] - The first Deep Sea Biological Manufacturing and Bioeconomy Seminar gathered experts to discuss the development of deep-sea biological manufacturing and its strategic significance [10][11] Group 4: BBNJ - The approval of the BBNJ Agreement marks a new chapter in China's international cooperation on marine biodiversity [13] - A seminar discussing the implications of the BBNJ Agreement for China's marine industry highlighted the need for improved top-level design and technological innovation [14] - The agreement's impact on various sectors, including shipping, fisheries, and deep-sea mining, was analyzed, emphasizing the importance of adapting to new international rules [15][16] Group 5: Lifestyle - The Ocean Week features a variety of cultural exchange activities that connect people's lives with the ocean, including public markets, science open days, and youth activities [20][23] - Events such as the 19th China Club Cup Sailing Challenge and the 18th China (Xiamen) International Yacht Show aim to promote marine leisure activities and enhance public engagement with the ocean [31][33]

尼奥曼在致辞中表示，此次培训聚焦蓝色经济发展、海洋生态修复、可持续水产养殖等前沿议题， 契合印尼海洋产业发展的迫切需求，将为印尼应对相关挑战提供宝贵的技术支持和中国经验。"与中国 的合作将帮助我们提升海洋领域人力资源能力，推动国家重点项目的实施。" 本次培训为期4天，由两国共建的中印尼海洋与气候中心承办。来自中国自然资源部、农业农村 部、中国科学院以及相关高校的6名专家将为印尼学员授课。印尼海洋渔业部人力资源与渔业推广局局 长伊·尼奥曼·拉迪阿尔塔、中印尼海洋与气候中心主任丛柏林及双方代表出席开幕式。 新华社雅加达11月17日电（记者 陶方伟）由中国自然资源部第一海洋研究所与印度尼西亚海洋渔 业部联合主办的"中国-印度尼西亚海洋技术培训班"17日在雅加达理工大学举行开幕式，旨在通过技术 交流和经验分享，进一步深化两国蓝色经济合作。 丛柏林表示，本次培训根据印尼海洋渔业部的需求，经双方共同商讨设计，是一项务实的合作举 措。中方愿继续深化双方在海洋科技领域的交流互通，推动两国海洋合作伙伴关系向更深层次、更广领 域发展，为构建中印尼命运共同体注入"蓝色动力"。 ...

人民网福州11月17日电 （记者李唯一）"三年前，中国—东盟中心在此开启了中国—东盟周，旨在向双方民众全方位宣介中国东盟全面战略伙伴关系。 三年后，我们高兴地看到，中国—东盟周已成为中国和东盟各界共话友谊、共商合作的重要平台。"在2025中国—东盟周开幕式上，中国—东盟中心秘书长 史忠俊表示。 马来西亚国会上议院议长阿旺·比米表示，当前国际形势复杂，东盟与中国应传承万隆精神与和平、合作、开放、包容的亚洲价值观，为地区注入更多 稳定性确定性。东盟2045愿景在创新、互联互通、以人为本等方面与中国式现代化目标高度契合。中国东盟自贸区3.0版是我们致力于公平分享合作成果、 促进包容性增长、缩小发展差距的有力证明。双方应加强战略对接，扩大数字经济、绿色技术、人工智能、蓝色经济等领域合作，打造惠及各国人民的和 平、安宁、繁荣、美丽、友好家园。 印尼地方代表理事会副主席尤里斯·拉维亚伊表示，东盟正围绕共同体建设及国家间互联互通打造2045愿景，这一愿景的实现离不开与中国等国家的开 放合作。本次中国—东盟周主题恰逢其时，将为东盟和中国共同实现现代化集聚共识。希望会议持续举办，进一步加强双方战略对接，从而为全球国家间、 地区 ...

【东盟专线】2025中国—东盟周在福州开幕 中新社福州11月17日电 (记者 闫旭)2025中国—东盟周17日在福州开幕，来自中国与东盟国家的各界代 表齐聚榕城，深化务实合作、共话发展愿景。 来源：中国新闻网 编辑：徐世明 广告等商务合作，请点击这里 本次中国—东盟周以"命运与共：联结东盟2045愿景与中国式现代化"为主题，由中国—东盟中心与福建 省人民政府共同主办。 马来西亚国会上议院议长阿旺·比米表示，东盟与中国应加强战略对接，扩大数字经济、绿色技术、人 工智能、蓝色经济等领域合作，用行动共建中国—东盟命运共同体，打造惠及各国人民的和平、安宁、 繁荣、美丽、友好家园。 《中国—东盟贸易投资合作进展报告(2024-2025)》在开幕式上发布。数据显示，中国与东盟连续多年互 为第一大贸易伙伴。 活动现场还宣布中国—东盟海产品交易所跨境业务开通，该交易所作为全球首家海产主题涉外交易所， 以"线上交易、人民币结算、区块链溯源"模式构建数字贸易走廊，为双方海洋经济合作注入新动能。中 国—东盟共建数字文化IP库倡议同步启动。 中国—东盟周2023年在福州发起，旨在向双方民众全方位宣介中国东盟全面战略伙伴关系。本届活动 ...

Core Insights - The 9th International Innovation and Entrepreneurship Competition of Shenzhen, focusing on marine economy, commenced in Bao'an, showcasing 22 high-quality project teams from 11 overseas branches [1][7]. Group 1: Competition Format and Evaluation - The competition utilized an online "roadshow + Q&A" format, with each project undergoing an 8-minute presentation followed by 7 minutes of questioning from judges [3]. - The judging panel consisted of university professors, executives from well-known investment institutions, and industry experts, evaluating projects based on innovation, commercial viability, team strength, and local industry alignment [3]. Group 2: Award Winners and Progression - The project "Efficient Synthesis and Industrialization of Gene-Edited Mussel Adhesive Protein" from London won the first prize, while projects from Singapore and Zurich received second prizes [6]. - The winning projects will advance to the finals to compete for the overall championship of the Shenzhen Innovation and Entrepreneurship Competition [6]. Group 3: Shenzhen's Marine Economy Development - Shenzhen is developing into a global marine center with a coastline of 260.5 kilometers, and the marine economy is projected to reach a total output value of 540.9 billion yuan in 2024, accounting for 14.7% of GDP [7]. - Bao'an district is a significant growth area for Shenzhen's marine economy, with 455 "Four Up" enterprises and a value-added output of 53.74 billion yuan, surpassing 10% of the district's GDP [7]. Group 4: International Collaboration and Future Prospects - The competition serves as a vital platform for overseas teams to connect with the Chinese market and industry ecosystem, showcasing projects in smart ports, marine energy, aquaculture, and ecological governance [7]. - The event aims to deepen international exchanges and share innovation development opportunities, fostering collaborative innovation for high-quality marine economic growth [8].

Core Insights - The marine economy in Guangdong has surpassed 2 trillion yuan, marking a significant milestone in its growth [1] - Guangdong leads the nation in offshore wind power installed capacity and deep-sea aquaculture and seedling production [1] - The province is focused on strengthening its research, industry, and consumption foundations to enhance its blue economy's potential and future growth [1] Economic Performance - The marine GDP of Guangdong has reached over 2 trillion yuan, indicating robust economic performance in the sector [1] - The province's offshore wind power capacity is ranked first in the country, showcasing its leadership in renewable energy [1] Industry Leadership - Guangdong is at the forefront of deep-sea aquaculture and seedling production, leading the nation in these areas [1] - Key national projects such as "Nankunhao" and "Zhuhai Cloud" are continuously being upgraded, reflecting the province's commitment to innovation and development in marine technology [1] Strategic Focus - The province is aligning its development with the "14th Five-Year Plan," emphasizing the importance of a strong foundation in research, industry, and consumption [1] - The growth of Guangdong's marine economy is seen as a driving force for China's blue economy, highlighting its potential for future advancements [1]

Core Insights - The article discusses the development of an "artificial ocean carbon cycling system" that captures CO2 from seawater and converts it into valuable chemical products, addressing both ocean acidification and carbon neutrality goals [1][4]. Group 1: Carbon Capture Technology - The research focuses on efficient carbon capture from seawater, overcoming challenges such as membrane swelling and electrode contamination that limit traditional methods to less than 10 hours of continuous operation [2]. - A new electrochemical carbon capture device was designed, achieving over 500 hours of stable operation with a CO2 capture efficiency exceeding 70%, and a cost of approximately $229.9 per ton of CO2 captured, which is significantly lower than current industry standards [4]. Group 2: Bioconversion of Captured CO2 - The research team developed a "microbial cell factory" that utilizes formic acid, derived from captured CO2, to produce biodegradable plastic monomers such as succinic acid and lactic acid [5]. - Stable carbon isotope labeling experiments confirmed that the carbon atoms in succinic acid originated from the initially captured CO2, demonstrating the system's potential for sustainable material production [5]. Group 3: Future Industrial Applications - The research team aims to create an integrated "green factory" that continuously captures CO2 from seawater and converts it into green plastic materials, showcasing the industrial potential of the system [6]. - The system could produce a diverse range of products, including biodegradable straws, packaging materials, and environmentally friendly detergents, contributing to the reduction of ocean acidification and promoting a circular economy [6].