《行动方案》部署实施八项重点行动。加快打造山海联动、海洋文化、海洋科技、海洋运动等海洋 主题A级旅游景区，鼓励三亚海棠湾度假区、海口西海岸度假区、陵水清水湾度假区等创建国家级旅游 度假区，并探索打造滨海城市海洋文化消费新空间、海洋生活消费场景；加快邮轮旅游增线扩量，探索 开通东盟国际航线；推出环岛游船主题线路，探索游船观火箭发射项目；吸引国际游艇品牌入驻，建设 五个游艇基地"一码通达"智能服务平台；规划四五个海上旅游综合体，探索深海观光试点；建设三个冲 浪胜地、五个潜水基地、七个海钓基地、两个帆船帆板训练基地；发展"低空+海洋"旅游模式，推进环 岛旅游公路沿线开发"观海平台""亲海景点"和海洋主题微景区，构建"陆海联动"新格局。 为保障方案落地，海南将强化组织领导，建立调度机制；创新用地用海供给，优先保障重点项目； 加大财政金融支持，鼓励社会资本参与；定向引进培育海洋旅游专业人才，促进高端人才"组团式"流 入，推行"订单式"人才培养。 日前，海南省建设国际旅游消费中心和旅游市场整治领导小组印发了《海南省海洋旅游高质量发展 三年行动方案（2025—2027年）》（以下简称《行动方案》）。该方案明确未来三年海南海 ...

□ 迟福林 □ 中国与东盟加快海洋经济互联互通与共同合作，无论对双方的经济可持续发展，还是对促进形成"以 合作引领治理"的区域海洋合作新格局都将产生重大影响。在这一特定背景下，建设中国-东盟蓝色经济 共同大市场，已成为中国与东盟打造经济增长的"蓝色引擎"、促进区域经济一体化的共同选择 □ 实现互联互通，发展海上旅游合作，既是适应市场需求的重大举措，也是推动中国与东盟海洋"产联 通"的重要突破口。以海洋旅游为先导，将有效带动海洋渔业、可再生能源、生物资源开发等相关产业 协同发展，进而为推动中国与东盟蓝色经济共同市场建设注入新动能，开创新局面 □ 通过推进海洋基础设施互联互通、推动RCEP等经贸规则向海洋领域全覆盖、构建生态资源保护合作 治理规则体系，以及将海南自由贸易港打造成重要枢纽，可以充分释放区域蓝色经济增长的巨大潜力， 构建中国与东盟蓝色经济一体化发展的新格局 作为全球最具经济活力与增长潜力的两大经济体，中国与东盟加快海洋经济互联互通与共同合作，无论 对双方的经济可持续发展，还是对促进形成"以合作引领治理"的区域海洋合作新格局都将产生重大影 响。 在这一特定背景下，建设中国-东盟蓝色经济共同大市场，已成为 ...

□ 中国与东盟加快海洋经济互联互通与共同合作，无论对双方的经济可持续发展，还是对促进形成"以 合作引领治理"的区域海洋合作新格局都将产生重大影响。在这一特定背景下，建设中国-东盟蓝色经济 共同大市场，已成为中国与东盟打造经济增长的"蓝色引擎"、促进区域经济一体化的共同选择 □ 实现互联互通，发展海上旅游合作，既是适应市场需求的重大举措，也是推动中国与东盟海洋"产联 通"的重要突破口。以海洋旅游为先导，将有效带动海洋渔业、可再生能源、生物资源开发等相关产业 协同发展，进而为推动中国与东盟蓝色经济共同市场建设注入新动能，开创新局面 □ 通过推进海洋基础设施互联互通、推动RCEP等经贸规则向海洋领域全覆盖、构建生态资源保护合作 治理规则体系，以及将海南自由贸易港打造成重要枢纽，可以充分释放区域蓝色经济增长的巨大潜力， 构建中国与东盟蓝色经济一体化发展的新格局 建设中国-东盟蓝色经济共同大市场 □ 迟福林 （一）蓝色经济是中国-东盟经济增长的大市场 目前，东盟国家约30%的GDP来自海洋经济，中国海洋经济对GDP的贡献率约为8%。2024年,中国海洋 生产总值首次突破10万亿元，达10.54万亿元，比上年增长5.9% ...

报告导读： "十五五"或聚焦扩大消费、新质生产力、共同富裕、深化改革及绿色转型，关 注新兴未来产业、服务业、海洋和绿色低碳领域重点产业机遇及科技民营企业、新兴产业 国企、战略腹地等潜在受益主体。 "十五五"规划目标预期与政策线索： 1、经济实现量的合理增长：考虑到确保2035年远景目标顺利完成，"十五五"期间GDP年均增速目标可能设定为区间4.5%-5.0%之间或底线4.5%以上。 4、全面深化改革：党的二十届三中全会部署的300多项改革举措或将成为"十五五"规划的重点。重要方向包括： 以综合整治"内卷式"竞争和有效降低全社会物流成本为抓手纵深推进全国统一大市场建设。 建设国家战略腹地和关键产业备份。四川、重庆、广西等地具备契合国家战略的区位优势，有望在关键产业发挥重要作用。 5、全面绿色转型：目标方面，绿色低碳方面或设立以碳排放强度控制为主、总量控制为辅的目标，降低单位GDP二氧化碳排放的要求提升。政策方面，确保 2030年前实现碳达峰。 "十五五"时期产业机遇： 1、培育新兴产业和未来产业。看好市场渗透率较快提升、技术路线相对清晰的电子信息制造等战略性新兴产业，以及产品初步落地、技术有望取得突破的人 形机 ...

Economic Growth and Policy Goals - The GDP annual growth target for the "15th Five-Year Plan" is set between 4.5% and 5.0%, with a minimum of 4.5% to ensure the 2035 vision is achieved[2]. - The focus on developing new productive forces will see a significant increase in innovation-driven targets compared to the "14th Five-Year Plan"[2]. - The plan aims to enhance living standards with new targets in housing, healthcare, and elderly care, emphasizing investment in human resources[2]. Reform and Green Transition - Over 300 reform measures from the 20th Central Committee will be prioritized in the "15th Five-Year Plan," focusing on comprehensive reforms[2]. - The green transition will shift from energy consumption control to carbon emission control, aiming for a 65% reduction in carbon intensity by 2030 compared to 2005 levels[19]. Industry Opportunities - Emerging industries such as electronic information manufacturing and humanoid robots are expected to see rapid market penetration and technological breakthroughs[3]. - The service sector, including retail, healthcare, and telecommunications, has significant growth potential, driven by rising consumer demand[3]. - The marine economy, particularly in tourism and transportation, is projected to grow rapidly, with a focus on policy support[3]. Risks and Challenges - There are risks related to misinterpretation of policies and unexpected changes in domestic and international macroeconomic conditions[39].

Core Viewpoint - The event held in Dongshan County, Fujian Province, focused on promoting marine culture and fisheries investment, showcasing the region's potential for economic development through marine resources and cultural heritage [1][3][7]. Group 1: Event Overview - The event took place from August 15 to 17, organized by various governmental and educational institutions, highlighting the importance of marine culture and fisheries [1]. - The theme of the event was "Cultural Prosperity at Sea, Striving for Marine Strength," featuring the awarding of "National Marine Awareness Education Base" and "Zero Carbon Conference" certifications [3]. Group 2: Key Activities - Significant activities included the release of the book "Silk Road Sail Song - A Brief History of Southeast Marine Civilization," which provides insights into the maritime history of the southeastern coast of China [3]. - A total of 10 marine fisheries projects were successfully signed, with a total investment amounting to 2.16 billion yuan, indicating substantial progress in industrial cooperation [3]. Group 3: Regional Development - Dongshan County is positioned as a key area for marine economic development, with initiatives in new industries, cultural tourism, and marine economy, including the establishment of marine biotechnology parks and economic industrial parks [4]. - The county aims to enhance its development prospects by leveraging its geographical and resource advantages, promoting high-quality growth in marine culture [4]. Group 4: Expert Insights - Experts from various institutions discussed themes related to China's maritime culture and economic strategies, providing historical perspectives and contemporary insights for Fujian's maritime ambitions [5]. - The discussions emphasized the integration of marine culture with economic development, aiming to foster a deeper connection between marine tourism and cultural exchange [7].

Core Insights - The National Development and Reform Commission of China is working on the "14th Five-Year" marine economic development plan, aiming to break through key core technologies in the marine sector, marking a new chapter in building a marine power [3] - In 2024, China's marine GDP is expected to exceed 10 trillion yuan, growing at a rate 0.9 percentage points higher than the overall GDP, with international shipping accounting for about one-third of the global total [3][7] - Guangdong province is projected to be the first in the country to surpass 2 trillion yuan in marine GDP, followed by Shandong, Fujian, Zhejiang, Shanghai, and Jiangsu, which are also significant marine economies [7][8] Marine Economic Development - Guangdong has established a Marine Strong Province Committee, aiming for innovation in mechanisms and systems to enhance marine economic growth [4] - The marine economy in Guangdong has maintained its position as the largest in the country for 30 consecutive years, with a marine GDP share of 14.1% in 2024 [6][8] - The marine economy's scale in the top three provinces accounts for half of the national total, showcasing distinct development characteristics and advantages [8] Key Statistics - In 2024, the marine GDP of China is projected to reach 10.54 trillion yuan, with Guangdong contributing significantly [5][7] - Guangdong's marine industry added value is expected to be 739.51 billion yuan in 2024, with a nominal growth rate of 7.4% [10] - The marine tourism sector is projected to see a decline of 110.01% in 2024, while other sectors like marine engineering and marine power are expected to grow [10][11] Emerging Industries - Guangdong has over 80,000 marine-related enterprises, with a stable growth of high-tech marine enterprises, contributing to the province's new productive forces in the marine economy [13] - The offshore wind power capacity in Guangdong is expected to exceed 12 million kilowatts in 2024, leading to double-digit growth in the marine power sector [14] - Significant advancements in deep-sea technology include the launch of the "Dream" deep-sea drilling vessel and the construction of the world's first deep-sea ecological system research facility [15][17]

Core Viewpoint - Haixia Co., Ltd. is positioned as a leading marine tourism operator in Hainan, emphasizing its established qualifications and experience in domestic marine tourism route operations [1] Company Overview - The company has a long-standing operation of the Sanya to Xisha route, showcasing a comprehensive management system in ship management, route operation, safety assurance, and tourism services [1] - Haixia Co., Ltd. has developed a significant brand advantage in the marine tourism sector [1] Future Plans - The company is actively conducting preliminary research on various marine tourism projects, recognizing new opportunities for the development of marine tourism in Hainan [1] - Future project approvals and implementations will be driven by project maturity, with a commitment to timely information disclosure [1] - The company aims to leverage its strengths to deepen its engagement in the marine tourism market and explore innovative products and service models [1] - Haixia Co., Ltd. is dedicated to contributing to the construction of Hainan as an international tourism consumption center and the high-quality development of marine tourism [1]

Core Viewpoint - Yancheng, located by the Yellow Sea, has transformed its historical significance into a modern economic hub, focusing on high-quality development and leveraging its geographical advantages [1][2] Group 1: Historical Significance - Yancheng was the site of the New Fourth Army's military headquarters during the Anti-Japanese War, marking its importance in Chinese history [1] - The New Fourth Army, with over 90,000 troops, played a crucial role in the resistance against Japanese forces, establishing a new phase in the war in Central China [1] Group 2: Economic Development - Since the 18th National Congress, Yancheng has actively developed a modern industrial system, particularly emphasizing marine economy [1] - The city has the longest coastline in Jiangsu and is focusing on nine major marine economic industries, including marine fisheries, marine engineering equipment, and marine tourism [1] - Yancheng is implementing marine ecological protection and restoration projects, creating a network of protected areas along its 580 km coastline [1] Group 3: Green Industry Growth - Yancheng has seen significant growth in the green industry, particularly in offshore wind power, with installed capacity nearing one-eighth of the national total [2] - The city accounts for over 40% of the national offshore wind turbine manufacturing capacity and approximately 20% of blade production, making it one of the largest bases for offshore wind power equipment globally [2]

Market Overview - On August 15, 2025, A-shares saw collective gains with the Shanghai Composite Index rising by 0.83%, the Shenzhen Component Index increasing by 1.6%, and the ChiNext Index up by 2.61%. The North Stock 50 index surged by 3.04%. The total trading volume in the Shanghai and Shenzhen markets was approximately 22446.12 billion yuan, a decrease of about 345.97 billion yuan from the previous trading day [2] - Hong Kong stocks continued to decline, with all three major indices in the red but maintaining above the 25000 mark. The Hang Seng Index fell by 0.98% or 249.25 points, closing at 25270.07 points, with a total trading volume of 3126.87 billion HKD. The Hang Seng China Enterprises Index also dropped by 0.98%, closing at 9039.09 points, while the Hang Seng Tech Index decreased by 0.59%, ending at 5543.17 points [2] - In the US market, major indices closed mixed but recorded weekly gains for two consecutive weeks. The Nasdaq fell by 0.4% with a weekly increase of 0.81%, the S&P 500 dropped by 0.29% with a weekly rise of 0.94%, and the Dow Jones increased by 0.08% with a weekly gain of 1.74%. Both the Dow and S&P 500 indices reached intraday historical highs at one point [2] New Stock Information - There were no new stock subscriptions or listings on the day [3] Important News - On August 17, 2025, Hainan Province released a three-year action plan (2025-2027) for high-quality development of marine tourism, focusing on eight key actions. The plan aims to accelerate the construction of three surfing resorts, five diving bases, seven fishing bases, and two sailing training bases. It also promotes a "low-altitude + marine" tourism model and the development of coastal attractions and marine-themed micro-scenic spots, establishing a new "land-sea linkage" pattern [4] Technological Advancements - On August 16, 2025, it was reported that China's space station successfully utilized a specialized AI model during the Shenzhou 20 mission. The "Wukong AI" model, which was sent up with the Tianzhou 9 cargo spacecraft, assisted astronauts during their extravehicular activities. This model is based on domestic open-source technology and tailored to meet the needs of manned spaceflight missions, employing pre-training and instruction fine-tuning techniques [5][6] Industry Developments - The first batch of autonomous intelligent connected taxis in Shanghai Lingang officially opened for public operation. The service covers 58 locations in the main urban area, including universities, offices, and commercial areas, operating daily from 8 AM to 8 PM. The fare structure includes a starting price of 16 yuan for trips under 5 kilometers, with an additional charge of 4 yuan per kilometer for longer distances, with no other fees [6]