来自哈尔滨工程大学外国语学院2024届毕业生冯德燕，目前就职于南通中天科技（600522）海缆股份有 限公司海外部。她作为哈工程在通就业创业代表分享了来通后的感受："南通引才诚意满满，本科、硕 士、博士都能享受到相应层次的政策补贴，这为我个人的发展提供了有力保障。"她在工作中跨界参与 多个项目，不断拓展专业能力的边界，已快速成长为企业的骨干力量。 本次活动还邀请到东北林业大学、黑龙江大学、哈尔滨商业大学等十余所重点合作高校的师生代表参与 交流，共商合作机遇。哈尔滨石油学院党委副书记宁晶介绍:"自2021年以来，我校已累计向南通输送了 700多名学生前往中天科技、中天钢铁、惠生清洁、嘉通能源等多家重点企业开展专业实习，目前已有 约40%的实习生选择留在南通、扎根发展。"她表示："衷心感谢南通人社部门为学生实习和就业搭建的 对接桥梁，学校将持续推进与南通的深度合作，积极走访开拓更多合作机会，为南通高质量发展输送更 多高素质应用型人才。" 9月25日下午，"南通号"引才专列携1200余个优质岗位从长江之畔驶向松花江岸，举行2025市领导进校 园暨哈尔滨工程大学"南通日"活动，向黑龙江地区高校的优秀毕业生发出诚挚邀请 ...

中化新网讯 9月14日，我国自主研发建造的最大吨位、最大储气量的新型海上浮式液化天然气装置 (NGUYA FLNG)从南通沿海顺利出港交付。 该装置全长376米、型宽60米、型深35米，液化天然气(LNG)储量18万立方米，液化石油气(LPG)储量 4.5万立方米；LNG年产能达240万吨。该装置将远赴非洲刚果(布)海域投入运营，标志着我国在高附加 值海工装备制造领域取得突破。 ...

Group 1 - The largest onshore wind power project in China, with a capacity of 1.5 million kilowatts, officially commenced commercial operation on September 14. This project utilizes 150 units of 10-megawatt wind turbines, marking it as the largest onshore wind power project in the country [2] - A new type of offshore floating liquefied natural gas (LNG) facility, the NGUYA FLNG, was successfully delivered on September 14. This facility has a total length of 376 meters and a storage capacity of 180,000 cubic meters of LNG and 45,000 cubic meters of LPG, with an annual LNG production capacity of 2.4 million tons. It will be deployed in the Congo (Brazzaville) offshore area, showcasing China's advancements in high-value-added marine engineering equipment manufacturing [2] - An international team has made a significant breakthrough in microchip manufacturing by developing a new material and process that enables the production of smaller, faster, and lower-cost high-performance chips. This research lays the foundation for next-generation chip manufacturing and was published in the latest issue of Nature Chemical Engineering [2] Group 2 - Nvidia is expected to be the first to adopt TSMC's A16 process, which is set to enter mass production in the second half of next year. This process will utilize backside power supply technology and will be the first time AI applications lead TSMC's most advanced process [3]

据海事部门工作人员介绍，鉴于该装置船型特殊、船体庞大、通航环境复杂等挑战，在8月26日启航仪 式后，受潮水变化影响，南通海事局在近海开展了一系列通航安全评估，不断优化拖带方案，直至今天 完成拖带出海作业。作业期间累计投入海巡艇、拖轮14艘，执法人员8人，无人机3架，拖带船队总长达 740米，刷新南通沿海拖航纪录。 （文章来源：央视新闻） 9月14日，在南通海事局保障下，我国自主研发建造的最大吨位、最大储气量的新型海上浮式液化天然 气装置（NGUYA FLNG）从南通沿海顺利出港交付。 "NGUYA FLNG"装置全长376米、型宽60米、型深35米，LNG储量18万立方米，LPG储量4.5万立方米； LNG年产能达240万吨。该装置将远赴非洲刚果（布）海域投入运营，这也标志着我国在高附加值海工 装备制造领域取得突破。 ...

Core Viewpoint - Guangdong is advancing its marine economy through innovation and development in deep-sea aquaculture and renewable energy, positioning itself as a leader in the national marine economy [22][24]. Group 1: Marine Economy Development - Guangdong's marine production value has ranked first in the country for 30 consecutive years, with projections to exceed 2 trillion yuan in 2024, accounting for approximately one-fifth of the national marine production value [22][24]. - The province is developing a world-class green petrochemical industry cluster, with bases in Huizhou, Zhanjiang, and Jieyang [15]. Group 2: Innovation in Marine Equipment - The "Bay Area Lingding" is the world's first self-propelled natural exchange deep-sea aquaculture vessel, showcasing Guangdong's capabilities in deep-sea aquaculture [3][9]. - Guangdong's shipbuilding industry is highlighted by the delivery of the first 300-meter saturation diving support vessel and the "Baihetan" wind power installation platform, reflecting the province's manufacturing precision [10][11]. Group 3: Renewable Energy Initiatives - The offshore wind power capacity in Yangjiang leads the nation, with a complete industrial chain already established [13]. - Over a hundred provincial-level marine laboratories are working on breakthroughs in deep-sea research, including the development of new drugs from marine microorganisms [18][21].

Group 1 - The core viewpoint of the articles highlights the establishment of the first local blue finance standard in China by Weihai City, aimed at supporting sustainable investment and financing in the marine economy [1][2] - In 2024, Weihai will release the "Weihai City Blue Industry Sustainable Investment and Financing Support Directory," which will serve as a basis for developing a blue project intelligent identification system by 2025 [1] - A total of 71 projects have been included in the blue investment project database, with 52 classified as blue projects and 19 as light blue projects, covering various sectors such as marine equipment manufacturing, clean energy, and green fisheries [1] Group 2 - As of June, the total balance of blue loans in Weihai reached 28.47 billion yuan, accounting for 21.4% of the total green loan volume [2] - The city has introduced innovative financial products, including the first marine sustainable development-linked loan in the country and the first marine carbon sink expected income rights pledge loan in Shandong Province [2] - The financial regulatory department plans to leverage the blue investment directory and project database to promote the transition of the economy towards green and blue development through various financial resources [2]

Group 1: Stock Performance and Investor Returns - The company's stock price has been rising due to multiple market factors, with a significant increase in business performance across major sectors [3] - The company has completed a cash dividend distribution plan for 2024, amounting to approximately CNY 945 million, which represents about 40% of the total distributable profit for the year [3] - A total of CNY 2 billion in A-share buybacks has been executed, with an additional plan to repurchase H-shares not exceeding HKD 500 million [3] Group 2: Business Growth and Financial Performance - In Q1 2025, the company achieved a revenue growth of 11% year-on-year, reaching CNY 36 billion, driven by increased sales in containers, logistics services, and other sectors [5] - The gross profit margin improved by 1.92 percentage points to 12.10%, while net profit attributable to shareholders surged by 550% to CNY 544 million [5] - The container manufacturing segment benefited from a low base in 2024 and efficient order delivery, contributing to the overall revenue increase [5] Group 3: Industry Outlook and Demand - The container manufacturing industry is optimistic, with expectations of production not falling below 3 million TEU for the year, exceeding initial forecasts [7] - The company’s container orders are currently scheduled for production through Q3 2025, reflecting strong demand influenced by eased US-China tariffs [7] Group 4: Deep Sea Economic Development - The company is actively involved in deep-sea economic sectors, focusing on FPSO and FLNG equipment manufacturing, with significant orders extending to 2027 [8] - The company has developed advanced deep-sea drilling platforms, showcasing its technological capabilities and competitive edge in the global market [9] Group 5: Infrastructure Opportunities - The company is exploring opportunities in large-scale hydropower projects, leveraging its vehicle and modular construction capabilities for infrastructure development [11] - The modular construction business is positioned to support rapid deployment in remote and complex environments, enhancing project efficiency [11]

Core Insights - The 2025 County Economic Innovation Development Forum highlighted the significant role of the top 100 counties in China's economic landscape, with Guangdong's counties showing remarkable growth and vitality [1][4][6] - The number of billion-yuan counties in Guangdong is set to increase to 62 by 2024, indicating a shift towards a "billion-yuan era" in county economies [2][4] Economic Performance - Bo Luo County's GDP reached 95.22 billion yuan in 2024, positioning it close to becoming Guangdong's first billion-yuan county [2][4] - Si Hui City is leveraging its electric vehicle industry, attracting 109 enterprises and generating an industrial cluster output value of 51.95 billion yuan [2][4] - Hui Dong County, known for its women's shoe production, achieved a GDP of 82.851 billion yuan in 2024, marking its entry into the top 100 counties [2][3] Industrial Development - The "Hundred Million Project" has been pivotal in transforming Guangdong's county economies, with 57 counties experiencing GDP growth rates surpassing the provincial average for two consecutive years [4][5] - The counties are focusing on unique industrial clusters, with Bo Luo excelling in electronic information, Si Hui in advanced manufacturing, and Hui Dong in green energy and fashion footwear [4][5] Infrastructure and Policy Initiatives - Guangdong has established 64 provincial industrial parks and 13 provincial characteristic industrial parks, facilitating over 1,620 industrial transfer projects with a total planned investment exceeding 580 billion yuan [5] - The counties are enhancing their infrastructure and public services, with Bo Luo integrating into the Shenzhen metropolitan area and Si Hui developing quality education and healthcare access [5][6] Collaborative Mechanisms - The province has innovated a "horizontal cooperation + vertical linkage" mechanism to enhance industrial support, exemplified by partnerships between Shenzhen and Bo Luo [5][6] - The ongoing implementation of the "Hundred Million Project" aims to optimize the business environment and strengthen the support mechanisms for county economic development [5][6]

Core Viewpoint - The rapid development of the Blue Water Group's base in Huizhou Port Industrial Park exemplifies the efficiency and growth potential of the marine equipment manufacturing industry in China, particularly in the deep-sea wind power sector [1][2][4]. Group 1: Company Performance - Blue Water Group has significantly reduced the production cycle of deep-sea wind power risers from nearly 80 days to 45 days, showcasing remarkable manufacturing efficiency [1]. - The company holds over 70% market share in the domestic deep-sea wind power riser market, with total orders exceeding 800 million yuan this year [2]. - The monthly production capacity at the base has reached an average of 6 risers, with 6 completed risers ready for shipment and 15 more in production [2]. Group 2: Operational Efficiency - Blue Water Group has optimized its production processes through lean management, innovation, and effective supply chain coordination, ensuring high-quality project delivery [2]. - The company has established an integrated heavy component transfer channel, allowing for the loading of 3 risers within 7 hours and complete shipping processes within 20 hours, setting new operational records [2]. Group 3: Government Support - The Huizhou Port Industrial Park provides a supportive business environment, facilitating rapid project approvals and operational setups for companies like Blue Water Group [3]. - The park employs a dual-track service model, utilizing online platforms and on-site assistance to streamline processes, achieving a project approval timeline of just 212 days [3]. Group 4: Industry Development - The Huizhou Port Industrial Park is attracting significant investments, with projects like the Hengtong Phase II project, which plans to invest approximately 1.5 billion yuan in marine cable manufacturing [4]. - The park is also exploring new development models such as "wind-fish integration" and "wind power + hydrogen storage," aiming to enhance its industrial capabilities [5]. - Blue Water Group is optimistic about future prospects, planning to expand into advanced marine engineering fields and develop high-end equipment clusters covering the entire marine sector [5].

Group 1: Business Performance - In Q1 2025, the company's revenue increased by 11% year-on-year to CNY 36 billion, driven by growth in most sectors including containers, logistics services, and energy [2][3] - Gross margin improved by 1.92 percentage points to 12.10%, while net profit attributable to shareholders surged by 550% to CNY 544 million, indicating a dual enhancement in performance and operations [3] Group 2: Marine Economy and Core Advantages - The marine engineering segment focuses on oil and gas equipment manufacturing, offshore wind power installation vessels, and specialized shipbuilding, aligning with national strategies for deep-sea, green, and safe technologies [3] - The company has achieved significant milestones, including the "Blue Whale 1/2" ultra-deepwater drilling platforms capable of operating at depths of 3,658 meters and drilling to 15,200 meters, showcasing advanced deep-sea equipment technology [3] - In 2024, the company secured orders for two FPSO hulls and one FLNG modification, enhancing its competitiveness in the global high-end marine engineering market [3] Group 3: Container Demand and Production - The easing of tariffs between China and the U.S. has led to increased demand for container orders, with the industry currently experiencing a full order book, and the company's container orders are scheduled for production until Q3 [4] - The global container fleet currently exceeds 53 million TEU, generating stable replacement demand annually [4] Group 4: Geopolitical Impact - Ongoing conflicts, such as the Israel-Iran situation, may lead to short-term oil price fluctuations, potentially boosting demand for the company's oil and gas equipment [4] - Disruptions in oil supply could increase the consumption of alternative energy sources like LNG, driving demand for the company's LNG-related equipment [4] - The company remains vigilant to geopolitical changes and is prepared to adjust its operational strategies to achieve its business objectives [4]